| Summit Investment Advisory Services, LLC | Added 10.34% | +$2.99M | $31.9M | 8.01% | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | Reduce 43.62% | -$1.56M | $2.01M | 0.12% | Aug 4, 2026 |
| Next Level Private LLC | Added 11.10% | +$1.27M | $12.7M | 2.48% | Jul 9, 2026 |
| Vienna Asset Management LLC | New Buy | +$1.11M | $1.11M | 0.78% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$1.1M | $1.1M | 0.01% | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | New Buy | +$1.1M | $1.1M | 0.01% | Aug 19, 2026 |
| Richards, Merrill & Peterson, Inc. | Added 51.41% | +$1.08M | $3.18M | 1.01% | Jul 16, 2026 |
| World Investment Advisors | Added 113.57% | +$791K | $1.49M | 0.02% | Aug 14, 2026 |
| Intrua Financial, LLC | Added 18.27% | +$715K | $4.63M | 0.42% | Jul 24, 2026 |
| Independent Advisor Alliance | Sell 100% | -$663K | $0 | 0.00% | Aug 12, 2026 |
| Calton & Associates, Inc. | Sell 100% | -$620K | $0 | 0.00% | Aug 10, 2026 |
| Pinnacle Financial Group, LLC / IL | Added 29.53% | +$578K | $2.53M | 0.62% | Jul 30, 2026 |
| Oppenheimer & Co Inc | New Buy | +$451K | $451K | 0.00% | Aug 3, 2026 |
| Advance Capital Management, Inc. | Sell 100% | -$408K | $0 | 0.00% | Aug 13, 2026 |
| DAVENPORT & Co LLC | Added 9.28% | +$387K | $4.56M | 0.02% | Jul 13, 2026 |
| Benjamin Edwards Inc | Added 17.17% | +$367K | $2.51M | 0.02% | Jul 24, 2026 |
| D.A. Davidson & Co. | Added 8.00% | +$353K | $4.77M | 0.03% | Jul 24, 2026 |
| KWB Wealth | New Buy | +$325K | $325K | 0.03% | Jul 10, 2026 |
| Retireful, LLC | Sell 100% | -$321K | $0 | 0.00% | Jul 22, 2026 |
| Arete Wealth Advisors, LLC | New Buy | +$295K | $295K | 0.02% | Aug 13, 2026 |
| Kennedy Investment Group, Inc. | Added 8.12% | +$261K | $3.47M | 1.18% | Jul 30, 2026 |
| Tulsa Wealth Advisors, INC | Reduce 6.04% | -$246K | $3.82M | 0.54% | Aug 6, 2026 |
| Prospera Financial Services Inc | Added 29.66% | +$241K | $1.05M | 0.02% | Jul 15, 2026 |
| Spartan Wealth Advisory Services LLC | Added 13.21% | +$238K | $2.04M | 0.17% | Aug 5, 2026 |
| XML Financial, LLC | Reduce 23.62% | -$231K | $746K | 0.05% | Jul 24, 2026 |
| Beckerman Institutional, LLC | New Buy | +$225K | $225K | 0.11% | Aug 11, 2026 |
| Arrien Investments, Inc. | New Buy | +$225K | $225K | 0.11% | Jul 30, 2026 |
| Wedbush Securities Inc | New Buy | +$220K | $220K | 0.01% | Jul 28, 2026 |
| Secure Asset Management, LLC | Added 22.34% | +$219K | $1.2M | 0.17% | Jul 15, 2026 |
| Tortuga Wealth Management, Inc | Sell 100% | -$219K | $0 | 0.00% | Jul 31, 2026 |
| Advisor OS, LLC | Sell 100% | -$217K | $0 | 0.00% | Aug 5, 2026 |
| Western Wealth Management, LLC | New Buy | +$208K | $208K | 0.01% | Aug 14, 2026 |
| HBW Advisory Services LLC | Added 12.72% | +$168K | $1.49M | 0.13% | Jul 16, 2026 |
| Smith, Moore & Co. | Reduce 3.23% | -$134K | $4.02M | 0.26% | Aug 12, 2026 |
| Level Four Advisory Services, LLC | Added 20.76% | +$126K | $735K | 0.02% | Aug 10, 2026 |
| Capital Analysts, LLC | Added 7.51% | +$123K | $1.76M | 0.04% | Aug 5, 2026 |
| Stratos Wealth Partners, LTD. | Added 16.51% | +$108K | $760K | 0.01% | Aug 11, 2026 |
| Bill Few Associates, Inc. | Reduce 20.57% | -$107K | $412K | 0.09% | Jul 7, 2026 |
| C2C Wealth Management, LLC | Added 29.17% | +$101K | $447K | 0.35% | Jul 9, 2026 |
| Carlson Financial, Inc. | Added 9.80% | +$94.6K | $1.06M | 0.54% | Aug 24, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 4.90% | +$85.8K | $1.84M | 0.09% | Jul 23, 2026 |
| Innovative Wealth Building LLC | Added 8.94% | +$77.6K | $946K | 0.55% | Jul 23, 2026 |
| Lanark Financial, Inc. | Added 182.83% | +$76.5K | $118K | 0.01% | Jul 21, 2026 |
| Geneos Wealth Management Inc. | Added 120.67% | +$75.1K | $137K | 0.00% | Aug 6, 2026 |
| Lido Advisors, LLC | Reduce 1.74% | -$68.4K | $3.86M | 0.01% | Aug 7, 2026 |
| LVZ, Inc. | Added 2.46% | +$66.3K | $2.76M | 0.28% | Jul 9, 2026 |
| Verus Capital Partners, LLC | Reduce 7.69% | -$63K | $757K | 0.04% | Aug 6, 2026 |
| Brookstone Capital Management | Added 3.49% | +$60.6K | $1.8M | 0.02% | Jul 15, 2026 |
| Arkadios Wealth Advisors | Added 3.49% | +$60.5K | $1.79M | 0.03% | Aug 10, 2026 |
| WCG Wealth Advisors LLC | Added 13.51% | +$55.9K | $469K | 0.01% | Aug 14, 2026 |
| Sigma Planning Corp | Added 13.60% | +$39.9K | $334K | 0.01% | Aug 7, 2026 |
| PFG Advisors | Added 6.67% | +$39.6K | $632K | 0.03% | Jul 16, 2026 |
| Delos Wealth Advisors, LLC | New Buy | +$28.9K | $28.9K | 0.01% | Aug 14, 2026 |
| Plus Group Wealth Advisors LLC | Added 2.95% | +$17K | $592K | 0.56% | Jul 13, 2026 |
| Arrowroot Family Office, LLC | Reduce 1.45% | -$16K | $1.08M | 0.31% | Aug 6, 2026 |
| POM Investment Strategies, LLC | Sell 100% | -$14.8K | $0 | 0.00% | Jul 31, 2026 |
| Kingdom Financial Group LLC. | Sell 100% | -$11K | $0 | 0.00% | Aug 7, 2026 |
| Prosperity Financial Group, Inc. | Added 2.79% | +$6K | $221K | 0.07% | Jul 28, 2026 |
| Atria Investments, Inc | Added 1.56% | +$5.6K | $365K | 0.00% | Jul 28, 2026 |
| Kestra Private Wealth Services, LLC | Added 1.23% | +$5.31K | $438K | 0.00% | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | Reduce 1.43% | -$4.53K | $313K | 0.02% | Jul 27, 2026 |
| Principia Wealth Advisory, LLC | Reduce 0.80% | -$2.97K | $367K | 0.18% | Aug 26, 2026 |
| Perigon Wealth Management, LLC | Reduce 0.53% | -$2.89K | $540K | 0.01% | Aug 7, 2026 |
| Savvy Advisors, Inc. | Added 0.46% | +$1.07K | $231K | 0.00% | Aug 3, 2026 |
| Silver Grove Financial Group, Inc. | Added 1.52% | +$173 | $11.5K | 0.01% | Aug 13, 2026 |
| Avaii Wealth Management, LLC | Added 0.06% | +$144 | $251K | 0.07% | Aug 10, 2026 |
