| 1607 Capital Partners, LLC | Reduce 43.70% | -$7.26M | $9.35M | 0.81% | Aug 14, 2026 |
| Icon Advisers Inc | Reduce 43.43% | -$5.72M | $7.45M | 1.40% | Aug 13, 2026 |
| Sit Investment Associates Inc | Reduce 12.01% | -$4.27M | $31.3M | 0.59% | Aug 12, 2026 |
| Logan Stone Capital, LLC | Sell 100% | -$3.78M | $0 | 0.00% | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 55.89% | +$3.06M | $8.53M | 2.62% | Aug 10, 2026 |
| Congress Park Capital LLC | Added 11.42% | +$2.73M | $26.7M | 7.20% | Jul 14, 2026 |
| City of London Investment Management Co Ltd | Reduce 91.53% | -$2.7M | $249K | 0.02% | Jul 31, 2026 |
| Atlas Wealth LLC | New Buy | +$2.08M | $2.08M | 0.30% | Jul 28, 2026 |
| North Ground Capital | New Buy | +$1.71M | $1.71M | 2.05% | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | Added 11.37% | +$1.57M | $15.3M | 0.72% | Jul 21, 2026 |
| Readystate Asset Management LP | Sell 100% | -$1.47M | $0 | 0.00% | Aug 14, 2026 |
| Quarry LP | Sell 100% | -$1.13M | $0 | 0.00% | Aug 14, 2026 |
| Kanen Wealth Management LLC | Added 17.94% | +$1.12M | $7.37M | 1.79% | Aug 13, 2026 |
| Guggenheim Capital LLC | Reduce 6.38% | -$952K | $14M | 0.09% | Aug 12, 2026 |
| Arlington Capital Management, Inc. | Sell 100% | -$847K | $0 | 0.00% | Jul 24, 2026 |
| Loomis Sayles & Co L P | Added 2.63% | +$585K | $22.8M | 0.03% | Aug 14, 2026 |
| Ethos Financial Group, LLC | Reduce 10.11% | -$501K | $4.46M | 0.30% | Aug 7, 2026 |
| GraniteShares Advisors LLC | Added 15.06% | +$358K | $2.73M | 1.76% | Aug 4, 2026 |
| Kovack Advisors, Inc. | Added 23.51% | +$305K | $1.6M | 0.08% | Jul 29, 2026 |
| Choreo, LLC | Added 37.12% | +$290K | $1.07M | 0.01% | Aug 4, 2026 |
| Geneos Wealth Management Inc. | Added 5854.58% | +$275K | $280K | 0.01% | Aug 6, 2026 |
| Shaker Financial Services, LLC | Reduce 52.98% | -$189K | $168K | 0.05% | Jul 15, 2026 |
| Independent Financial Group, LLC | Reduce 21.15% | -$131K | $488K | 0.01% | Jul 15, 2026 |
| Virtus Investment Advisers, LLC | Reduce 22.63% | -$129K | $441K | 0.10% | Aug 11, 2026 |
| Savvy Advisors, Inc. | Reduce 57.74% | -$126K | $92.2K | 0.00% | Aug 3, 2026 |
| Sigma Planning Corp | Added 15.62% | +$117K | $869K | 0.02% | Aug 7, 2026 |
| Stratos Wealth Advisors, LLC | Sell 100% | -$110K | $0 | 0.00% | Aug 11, 2026 |
| Moneta Group Investment Advisors LLC | New Buy | +$102K | $102K | 0.00% | Aug 14, 2026 |
| &Partners | Added 22.54% | +$96.9K | $527K | 0.00% | Aug 14, 2026 |
| RFG Advisory, LLC | Reduce 5.25% | -$96.5K | $1.74M | 0.03% | Jul 15, 2026 |
| Baird Financial Group, Inc. | Reduce 4.11% | -$96.2K | $2.25M | 0.00% | Aug 12, 2026 |
| Aviance Capital Partners, LLC | Reduce 6.13% | -$93.9K | $1.44M | 0.15% | Jul 31, 2026 |
| Westbourne Investments, Inc. | Sell 100% | -$87.6K | $0 | 0.00% | Aug 11, 2026 |
| Dumont & Blake Investment Advisors LLC | New Buy | +$85.4K | $85.4K | 0.02% | Aug 7, 2026 |
| Thrivent Financial for Lutherans | Reduce 9.21% | -$83.1K | $819K | 0.00% | Aug 14, 2026 |
| Z3 Capital Partners, LLC | Sell 100% | -$78.7K | $0 | 0.00% | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | Sell 100% | -$78.3K | $0 | 0.00% | Aug 11, 2026 |
| Samalin Investment Counsel, LLC | Sell 100% | -$77.7K | $0 | 0.00% | Jul 27, 2026 |
| Mgo One Seven LLC | New Buy | +$77.2K | $77.2K | 0.00% | Jul 31, 2026 |
| Capital Investment Advisors, LLC | Reduce 3.40% | -$58.6K | $1.66M | 0.02% | Aug 6, 2026 |
| Coastal Bridge Advisors, LLC | Added 1.77% | +$55.3K | $3.18M | 0.20% | Aug 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 53.52% | +$49.8K | $143K | 0.01% | Aug 7, 2026 |
| World Equity Group, Inc. | Added 10.84% | +$43K | $439K | 0.10% | Jul 9, 2026 |
| Asset Dedication, LLC | Sell 100% | -$42K | $0 | 0.00% | Jul 30, 2026 |
| Oppenheimer & Co Inc | Added 9.69% | +$36.7K | $415K | 0.00% | Aug 3, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$36.5K | $0 | 0.00% | Jul 1, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$33.6K | $33.6K | 0.01% | Aug 14, 2026 |
| Hourglass Capital, LLC | Reduce 1.87% | -$28.4K | $1.49M | 0.29% | Jul 30, 2026 |
| Accredited Investor Services, LLC | Added 19.28% | +$28.1K | $174K | 0.10% | Aug 5, 2026 |
| Spire Wealth Management | Reduce 8.64% | -$26.8K | $284K | 0.01% | Jul 15, 2026 |
| Park Avenue Securities LLC | Added 25.32% | +$24.4K | $121K | 0.00% | Jul 20, 2026 |
| Summit Financial, LLC | Added 20.33% | +$23.5K | $139K | 0.00% | Aug 12, 2026 |
| Calamos Advisors LLC | Added 7.14% | +$22.1K | $332K | 0.00% | Jul 31, 2026 |
| Calton & Associates, Inc. | Added 5.34% | +$12.9K | $254K | 0.04% | Aug 10, 2026 |
| Greykasell Wealth Strategies, Inc. | Reduce 52.68% | -$12.8K | $11.5K | 0.00% | Aug 11, 2026 |
| Hunter Perkins Capital Management, LLC | Added 11.46% | +$11.7K | $114K | 0.03% | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | Added 3.81% | +$11.6K | $315K | 0.00% | Jul 27, 2026 |
| Blueline Advisors LLC | Added 4.56% | +$10.4K | $238K | 0.16% | Jul 27, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$9.59K | $9.59K | 0.00% | Jul 17, 2026 |
| First Trust Advisors LP | Reduce 1.51% | -$8.57K | $558K | 0.00% | Aug 11, 2026 |
| Collar Capital Management, LLC | Reduce 1.81% | -$7.56K | $410K | 0.24% | Jul 27, 2026 |
| Gill Capital Partners, LLC | Reduce 1.33% | -$7.13K | $530K | 0.14% | Aug 20, 2026 |
| Level Four Advisory Services, LLC | Reduce 6.77% | -$6.62K | $91.2K | 0.00% | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | Reduce 1.17% | -$6.52K | $549K | 0.02% | Jul 27, 2026 |
| WPG Advisers, LLC | Added 29.61% | +$6.52K | $28.5K | 0.02% | Aug 6, 2026 |
| Barrett & Company, Inc. | Reduce 31.81% | -$5.19K | $11.1K | 0.00% | Jul 24, 2026 |
| ProVise Management Group, LLC | Reduce 4.56% | -$4.54K | $94.9K | 0.01% | Aug 3, 2026 |
| Closed-End Fund Advisors, Inc. | Added 1.73% | +$4.3K | $253K | 0.25% | Jul 27, 2026 |
| Axiom Investment Management LLC | Reduce 6.64% | -$3.24K | $45.5K | 0.03% | Jul 31, 2026 |
| Western Wealth Management, LLC | Added 2.46% | +$2.26K | $94.1K | 0.00% | Aug 14, 2026 |
| Shulman DeMeo Asset Management LLC | Reduce 1.26% | -$2.05K | $161K | 0.03% | Jul 8, 2026 |
| Nations Financial Group Inc, /Ia/ | Reduce 1.29% | -$1.97K | $151K | 0.01% | Jul 23, 2026 |
| Coquina Private Wealth LLC | Reduce 0.23% | -$782 | $340K | 0.23% | Jul 29, 2026 |
| E&G Advisors, LLC | Reduce 0.20% | -$537 | $274K | 0.05% | Jul 23, 2026 |
| Hollencrest Capital Management | Added 3.12% | +$437 | $14.5K | 0.00% | Aug 13, 2026 |
| Fund Advisors of America Inc | Added 0.02% | +$23 | $122K | 0.11% | Aug 11, 2026 |
