| Proficio Capital Partners LLC | Sell 100% | -$52.1M | $0 | 0.00% | Aug 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 9.34% | -$42.8M | $415M | 1.99% | Jul 20, 2026 |
| First Citizens Bank & Trust Co | Reduce 9.66% | -$42.4M | $396M | 5.93% | Jul 13, 2026 |
| Betterment LLC | Reduce 6.24% | -$15.2M | $228M | 0.39% | Aug 14, 2026 |
| Natixis Advisors, LLC | Reduce 31.76% | -$13.5M | $29.1M | 0.03% | Aug 14, 2026 |
| Commerce Bank | Reduce 3.42% | -$11.1M | $315M | 1.38% | Aug 12, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Added 2.26% | +$9.93M | $450M | 1.55% | Aug 10, 2026 |
| Anchor Capital Advisors LLC | Reduce 14.93% | -$6.84M | $39M | 1.10% | Aug 5, 2026 |
| Monument Capital Management | Sell 100% | -$6.69M | $0 | 0.00% | Jul 22, 2026 |
| Earnest Partners LLC | Reduce 55.83% | -$5.66M | $4.48M | 0.02% | Aug 13, 2026 |
| KMG Fiduciary Partners, LLC | Reduce 64.53% | -$5.36M | $2.95M | 0.27% | Jul 9, 2026 |
| Stratos Investment Management, LLC | Sell 100% | -$5.34M | $0 | 0.00% | Aug 11, 2026 |
| Thompson Siegel & Walmsley LLC | Reduce 12.36% | -$4.51M | $32M | 0.57% | Aug 11, 2026 |
| Midwest Professional Planners, LTD. | New Buy | +$3.92M | $3.92M | 0.77% | Aug 5, 2026 |
| Concurrent Investment Advisors, LLC | Added 376.58% | +$3.58M | $4.53M | 0.04% | Jul 27, 2026 |
| &Partners | Reduce 30.86% | -$3.34M | $7.49M | 0.03% | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | Added 1.98% | +$3.33M | $172M | 3.23% | Aug 10, 2026 |
| Kennedy Capital Management LLC | Reduce 45.24% | -$2.83M | $3.42M | 0.06% | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | Reduce 76.72% | -$2.8M | $850K | 0.04% | Aug 13, 2026 |
| SVB Wealth LLC | Added 5.83% | +$2.51M | $45.5M | 2.87% | Jul 17, 2026 |
| Baird Financial Group, Inc. | Added 8.98% | +$2.5M | $30.3M | 0.04% | Aug 12, 2026 |
| Independent Advisor Alliance | Reduce 90.59% | -$2.48M | $258K | 0.01% | Aug 12, 2026 |
| Assetmark, Inc | Added 35.77% | +$2.33M | $8.84M | 0.02% | Jul 30, 2026 |
| Money Concepts Capital Corp | Added 3.16% | +$2.24M | $73M | 3.38% | Aug 4, 2026 |
| Lido Advisors, LLC | Reduce 3.84% | -$2.03M | $50.8M | 0.14% | Aug 7, 2026 |
| Heritage Wealth Advisors | Reduce 2.02% | -$1.81M | $88M | 3.02% | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | Added 9.16% | +$1.7M | $20.3M | 0.77% | Aug 13, 2026 |
| Risk Paradigm Group, LLC | Sell 100% | -$1.7M | $0 | 0.00% | Aug 5, 2026 |
| LPWM LLC | Reduce 4.54% | -$1.69M | $35.6M | 7.90% | Jul 24, 2026 |
| Mfa Wealth Advisors, LLC | New Buy | +$1.63M | $1.63M | 0.28% | Jul 13, 2026 |
| Vantagepoint Investment Advisers LLC | Reduce 1.23% | -$1.56M | $125M | 0.94% | Aug 5, 2026 |
| McAdam, LLC | Reduce 21.48% | -$1.52M | $5.57M | 0.22% | Aug 4, 2026 |
| Evergreen Capital Management LLC | Added 7.59% | +$1.31M | $18.5M | 0.32% | Jul 23, 2026 |
| Argent Trust Co | Added 328.22% | +$1.27M | $1.65M | 0.05% | Aug 6, 2026 |
| Curi Capital, LLC | Reduce 84.94% | -$1.26M | $224K | 0.00% | Aug 14, 2026 |
| Galvin, Gaustad & Stein, LLC | Added 413.53% | +$1.25M | $1.56M | 0.11% | Jul 29, 2026 |
| Key Capital Management, INC | Added 24.10% | +$1.24M | $6.39M | 3.29% | Jul 28, 2026 |
| Ticino Wealth | Added 19.00% | +$1.22M | $7.64M | 2.41% | Jul 20, 2026 |
| Bluespring Wealth Management, LLC | Added 409.29% | +$1.22M | $1.52M | 0.03% | Aug 11, 2026 |
| PKS Advisory Services, LLC | New Buy | +$1.16M | $1.16M | 0.19% | Aug 4, 2026 |
| Corundum Group, Inc. | Reduce 10.19% | -$1.15M | $10.2M | 3.02% | Aug 7, 2026 |
| Park Avenue Securities LLC | Reduce 11.08% | -$1.15M | $9.2M | 0.06% | Jul 20, 2026 |
| GLOBALT Investments LLC / GA | Reduce 2.65% | -$1.1M | $40.5M | 1.37% | Aug 11, 2026 |
| Zions Bancorporation, National Association | Reduce 0.70% | -$1.1M | $155M | 9.27% | Jul 31, 2026 |
| Falcon Wealth Planning | Added 23.44% | +$1.01M | $5.3M | 0.33% | Jul 13, 2026 |
| AMG National Trust Bank | Reduce 1.91% | -$991K | $50.9M | 1.04% | Aug 7, 2026 |
| TCW Group Inc | Reduce 44.36% | -$974K | $1.22M | 0.01% | Aug 3, 2026 |
| Camelot Portfolios, LLC | Reduce 50.70% | -$966K | $940K | 0.66% | Jul 17, 2026 |
| Flow Traders U.S. LLC | New Buy | +$962K | $962K | 0.04% | Aug 14, 2026 |
| IFG Advisory, LLC | New Buy | +$946K | $946K | 0.03% | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | Reduce 3.16% | -$940K | $28.8M | 2.23% | Aug 4, 2026 |
| Mesirow Financial Investment Management, Inc. | Reduce 50.48% | -$913K | $896K | 0.01% | Jul 22, 2026 |
| Calton & Associates, Inc. | New Buy | +$878K | $878K | 0.13% | Aug 10, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$875K | $0 | 0.00% | Aug 10, 2026 |
| Nomura Asset Management Co Ltd | Reduce 41.27% | -$856K | $1.22M | 0.00% | Aug 13, 2026 |
| 49 Wealth Management, LLC | New Buy | +$823K | $823K | 0.16% | Aug 18, 2026 |
| Alongside, LLC | New Buy | +$823K | $823K | 0.16% | Aug 14, 2026 |
| Ballew Advisors, Inc | Sell 100% | -$793K | $0 | 0.00% | Jul 7, 2026 |
| Moneta Group Investment Advisors LLC | Reduce 2.68% | -$783K | $28.4M | 0.21% | Aug 14, 2026 |
| Rodgers & Associates, LTD | Reduce 2.76% | -$775K | $27.3M | 2.48% | Jul 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | Added 32.38% | +$730K | $2.98M | 0.13% | Aug 3, 2026 |
| BIP Wealth, LLC | New Buy | +$720K | $720K | 0.02% | Aug 3, 2026 |
| RiverGlades Family Offices LLC | New Buy | +$707K | $707K | 0.32% | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | Added 86.00% | +$696K | $1.51M | 0.01% | Aug 5, 2026 |
| Ocean Park Asset Management, LLC | New Buy | +$684K | $684K | 0.03% | Jul 10, 2026 |
| Koss-Olinger Consulting, LLC | Reduce 68.78% | -$672K | $305K | 0.02% | Aug 10, 2026 |
| Wealthfront Advisers LLC | Reduce 30.00% | -$649K | $1.51M | 0.00% | Aug 7, 2026 |
| Accredited Investors Inc. | Reduce 8.14% | -$627K | $7.08M | 0.31% | Jul 21, 2026 |
| Linscomb Wealth, Inc. | Reduce 62.18% | -$624K | $379K | 0.02% | Jul 31, 2026 |
| Summit Financial, LLC | Added 47.99% | +$596K | $1.84M | 0.02% | Aug 12, 2026 |
| Sentinel Advisory Group, LLC | Added 5.40% | +$581K | $11.3M | 4.63% | Jul 23, 2026 |
| Stephens Group Asset Management, LLC | Reduce 0.49% | -$577K | $117M | 6.60% | Jul 16, 2026 |
| Fifth Third Securities, Inc. | Reduce 2.95% | -$572K | $18.8M | 1.07% | Jul 15, 2026 |
| Kintra Wealth, LLC | Added 86.47% | +$539K | $1.16M | 0.06% | Aug 14, 2026 |
| National Philanthropic Trust | Added 37.71% | +$529K | $1.93M | 0.03% | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | Reduce 48.16% | -$513K | $552K | 0.03% | Aug 4, 2026 |
| Advisors Capital Management, LLC | Added 83.13% | +$511K | $1.13M | 0.01% | Aug 11, 2026 |
| Insigneo Advisory Services, LLC | Added 211.42% | +$491K | $723K | 0.03% | Aug 14, 2026 |
| Howard Bailey Securities, LLC | Reduce 4.56% | -$484K | $10.1M | 3.80% | Aug 10, 2026 |
| UMB Bank, n.a. | Reduce 4.90% | -$465K | $9.02M | 0.11% | Aug 13, 2026 |
| Triad Wealth Partners, LLC | Reduce 51.27% | -$449K | $427K | 0.03% | Aug 10, 2026 |
| Avantax Planning Partners, Inc. | Reduce 2.39% | -$449K | $18.3M | 0.46% | Jul 28, 2026 |
| Diversified Management Inc | Reduce 48.66% | -$449K | $473K | 0.10% | Jul 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | Added 1.52% | +$448K | $29.8M | 0.52% | Jul 31, 2026 |
| Vise Technologies, Inc. | Added 53.89% | +$446K | $1.27M | 0.01% | Aug 11, 2026 |
| Caprock Group, LLC | New Buy | +$443K | $443K | 0.01% | Jul 27, 2026 |
| Millstone Evans Group, LLC | Reduce 11.59% | -$426K | $3.25M | 1.76% | Aug 11, 2026 |
| Nuance Investments, LLC | Reduce 10.16% | -$425K | $3.76M | 0.64% | Aug 7, 2026 |
| Midwest Trust Co | Added 6.75% | +$422K | $6.67M | 0.08% | Aug 5, 2026 |
| Walsh & Associates, LLC | Added 28.02% | +$420K | $1.92M | 1.57% | Jul 21, 2026 |
| Heck Capital Advisors, LLC | Reduce 12.75% | -$414K | $2.83M | 0.17% | Jul 10, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$393K | $393K | 0.01% | Aug 10, 2026 |
| Quantinno Capital Management LP | Added 7.06% | +$391K | $5.93M | 0.01% | Aug 13, 2026 |
| Keybank National Association | Reduce 1.19% | -$390K | $32.3M | 0.11% | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | Added 14.11% | +$388K | $3.14M | 0.03% | Aug 11, 2026 |
| Transcend Capital Advisors, LLC | Added 26.82% | +$377K | $1.78M | 0.12% | Aug 4, 2026 |
| First Merchants Corp | Added 6.39% | +$371K | $6.17M | 0.22% | Jul 15, 2026 |
| Independent Financial Group, LLC | New Buy | +$368K | $368K | 0.01% | Jul 15, 2026 |
| K.J. Harrison & Partners Inc | Sell 100% | -$365K | $0 | 0.00% | Aug 7, 2026 |
| Evolve Private Wealth, LLC | Sell 100% | -$365K | $0 | 0.00% | Aug 12, 2026 |
