| Guggenheim Capital LLC | Reduce 11.26% | -$1.69M | $13.3M | 0.08% | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 56.70% | -$1.46M | $1.11M | 0.03% | Jul 8, 2026 |
| Mission Hills Financial Advisory, LLC | Added 102.00% | +$902K | $1.79M | 0.78% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$766K | $766K | 0.01% | Aug 10, 2026 |
| Shaker Financial Services, LLC | New Buy | +$689K | $689K | 0.22% | Jul 15, 2026 |
| World Investment Advisors | Reduce 72.79% | -$558K | $209K | 0.00% | Aug 14, 2026 |
| KMT Wealth Management, LLC | New Buy | +$519K | $519K | 0.44% | Aug 5, 2026 |
| Core Wealth Partners LLC | New Buy | +$419K | $419K | 0.18% | Jul 17, 2026 |
| One Wealth Capital Management, LLC | Added 106.69% | +$412K | $798K | 0.22% | Jul 24, 2026 |
| Bramshill Investments, LLC | Added 67.49% | +$401K | $994K | 0.08% | Aug 14, 2026 |
| Wealth Advisory Solutions, LLC | Added 19.31% | +$334K | $2.06M | 0.42% | Jul 24, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 44.14% | -$296K | $374K | 0.00% | Jul 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 50.33% | -$274K | $270K | 0.03% | Jul 16, 2026 |
| Capital Investment Advisors, LLC | Reduce 12.40% | -$264K | $1.86M | 0.02% | Aug 6, 2026 |
| AlphaCore Capital LLC | Added 31.71% | +$250K | $1.04M | 0.02% | Aug 6, 2026 |
| Arkadios Wealth Advisors | Sell 100% | -$249K | $0 | 0.00% | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | Reduce 29.14% | -$243K | $590K | 0.18% | Jul 27, 2026 |
| Joel Isaacson & Co., LLC | New Buy | +$225K | $225K | 0.01% | Aug 4, 2026 |
| Fca Corp | Added 5.24% | +$217K | $4.37M | 1.08% | Aug 11, 2026 |
| Kingstone Capital Partners Texas, LLC | Sell 100% | -$215K | $0 | 0.00% | Aug 11, 2026 |
| Advance Capital Management, Inc. | Added 168.00% | +$211K | $336K | 0.01% | Aug 13, 2026 |
| Mgo One Seven LLC | Reduce 2.70% | -$209K | $7.54M | 0.12% | Jul 31, 2026 |
| Gridiron Partners, LLC | Reduce 51.51% | -$176K | $166K | 0.09% | Aug 5, 2026 |
| Curi Capital, LLC | Reduce 33.82% | -$164K | $320K | 0.00% | Aug 14, 2026 |
| Smith Asset Management Co., LLC | Reduce 2.25% | -$162K | $7.02M | 5.52% | Jul 14, 2026 |
| Independent Financial Group, LLC | Added 18.72% | +$137K | $869K | 0.02% | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | New Buy | +$134K | $134K | 0.00% | Jul 24, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$130K | $0 | 0.00% | Jul 28, 2026 |
| UMB Bank, n.a. | Added 10.07% | +$126K | $1.38M | 0.02% | Aug 13, 2026 |
| Wright Wealth LLC | Added 8.19% | +$125K | $1.66M | 0.99% | Jul 29, 2026 |
| Concorde Asset Management, LLC | Sell 100% | -$120K | $0 | 0.00% | Aug 18, 2026 |
| Belpointe Asset Management LLC | Sell 100% | -$112K | $0 | 0.00% | Jul 31, 2026 |
| Royal Fund Management, LLC | Sell 100% | -$106K | $0 | 0.00% | Jul 20, 2026 |
| First Heartland Consultants, Inc. | New Buy | +$106K | $106K | 0.01% | Jul 8, 2026 |
| Asset One Wealth Management LLC | Sell 100% | -$103K | $0 | 0.00% | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 2.60% | -$100K | $3.76M | 0.04% | Aug 11, 2026 |
| Moneta Group Investment Advisors LLC | New Buy | +$100K | $100K | 0.00% | Aug 14, 2026 |
| Geneos Wealth Management Inc. | Reduce 6.25% | -$97.9K | $1.47M | 0.03% | Aug 6, 2026 |
| McAlister, Sweet & Associates, Inc. | Added 72.08% | +$97.7K | $233K | 0.12% | Jul 13, 2026 |
| IFG Advisory, LLC | New Buy | +$95.3K | $95.3K | 0.00% | Aug 14, 2026 |
| Greatmark Investment Partners, Inc. | Reduce 1.21% | -$93.8K | $7.67M | 0.85% | Jul 24, 2026 |
| Fiera Capital Corp | Added 3.60% | +$93.7K | $2.69M | 0.01% | Aug 7, 2026 |
| Naples Global Advisors, LLC | New Buy | +$92.8K | $92.8K | 0.01% | Jul 23, 2026 |
| MSH Capital Advisors LLC | Reduce 4.47% | -$88.9K | $1.9M | 0.33% | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | Sell 100% | -$87.9K | $0 | 0.00% | Jul 31, 2026 |
| Sunpointe, LLC | Sell 100% | -$84.4K | $0 | 0.00% | Jul 24, 2026 |
| Wagner Wealth Management, LLC | Reduce 44.16% | -$82.5K | $104K | 0.02% | Jul 24, 2026 |
| Sagespring Wealth Partners, LLC | Sell 100% | -$82.4K | $0 | 0.00% | Aug 3, 2026 |
| MKT Advisors LLC | Sell 100% | -$81.6K | $0 | 0.00% | Jul 9, 2026 |
| NewEdge Wealth, LLC | New Buy | +$79.4K | $79.4K | 0.00% | Aug 10, 2026 |
| Triumph Capital Management | Added 10.17% | +$75K | $812K | 0.15% | Jul 21, 2026 |
| Whittier Trust Co | Added 32.15% | +$71.7K | $295K | 0.00% | Jul 28, 2026 |
| J. L. Bainbridge & Co., Inc. | Added 41.34% | +$70.5K | $241K | 0.02% | Jul 22, 2026 |
| Snowden Capital Advisors LLC | Reduce 35.97% | -$67.3K | $120K | 0.00% | Aug 13, 2026 |
| Centurion Wealth Management LLC | Reduce 12.32% | -$65K | $463K | 0.11% | Jul 9, 2026 |
| Spire Wealth Management | Added 9.84% | +$62K | $692K | 0.02% | Jul 15, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$50K | $50K | 0.02% | Aug 14, 2026 |
| Savvy Advisors, Inc. | Reduce 11.65% | -$48.9K | $371K | 0.01% | Aug 3, 2026 |
| Bessemer Group Inc | New Buy | +$47K | $47K | 0.00% | Aug 12, 2026 |
| Moors & Cabot, Inc. | Added 1.07% | +$45.5K | $4.29M | 0.17% | Aug 10, 2026 |
| Kovack Advisors, Inc. | Reduce 12.76% | -$36.8K | $252K | 0.01% | Jul 29, 2026 |
| Opal Wealth Advisors, LLC | Sell 100% | -$35.4K | $0 | 0.00% | Jul 20, 2026 |
| Halbert Hargrove Global Advisors, LLC | Reduce 30.77% | -$31.5K | $70.9K | 0.00% | Jul 21, 2026 |
| Wedbush Securities Inc | Added 3.36% | +$30.6K | $940K | 0.02% | Jul 28, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$30.4K | $0 | 0.00% | Jul 20, 2026 |
| Western Wealth Management, LLC | Reduce 15.10% | -$28.5K | $160K | 0.01% | Aug 14, 2026 |
| Quantinno Capital Management LP | Reduce 17.07% | -$25.5K | $124K | 0.00% | Aug 13, 2026 |
| M Holdings Securities, Inc. | Added 11.57% | +$25.4K | $245K | 0.03% | Aug 11, 2026 |
| Accel Wealth Management | Reduce 4.92% | -$25.2K | $487K | 0.11% | Jul 10, 2026 |
| Concord Wealth Partners | Added 11.18% | +$24.8K | $247K | 0.03% | Jul 27, 2026 |
| Ibex Wealth Advisors | Reduce 1.05% | -$24.1K | $2.28M | 0.18% | Jul 27, 2026 |
| Silver Oak Securities, Incorporated | Reduce 7.71% | -$23.7K | $284K | 0.02% | Aug 7, 2026 |
| Gerber Kawasaki Wealth & Investment Management | Reduce 17.99% | -$23.6K | $107K | 0.00% | Aug 7, 2026 |
| Quent Capital, LLC | New Buy | +$21.3K | $21.3K | 0.00% | Aug 7, 2026 |
| Abound Financial, LLC | New Buy | +$20.2K | $20.2K | 0.01% | Aug 14, 2026 |
| Aventura Private Wealth, LLC | New Buy | +$20.2K | $20.2K | 0.01% | Jul 15, 2026 |
| Valley Brook Capital Group, Inc. | Reduce 11.80% | -$18.9K | $141K | 0.08% | Jul 27, 2026 |
| Burney Co/ | Reduce 11.71% | -$16.9K | $127K | 0.00% | Jul 15, 2026 |
| RFG Advisory, LLC | Added 9.21% | +$16.2K | $193K | 0.00% | Jul 15, 2026 |
| Fiduciary Financial Advisors | New Buy | +$15.9K | $15.9K | 0.00% | Aug 14, 2026 |
| Investors Asset Management of Georgia Inc /Ga/ | Added 2.97% | +$15.8K | $546K | 0.19% | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$15.7K | $15.7K | 0.00% | Jul 23, 2026 |
| D.A. Davidson & Co. | Reduce 5.99% | -$15.6K | $245K | 0.00% | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | Added 3.87% | +$15.2K | $407K | 0.00% | Jul 27, 2026 |
| Collaborative Wealth Managment Inc. | Added 17.36% | +$14.1K | $95.2K | 0.04% | Aug 5, 2026 |
| Johnson Financial Group, Inc. | New Buy | +$13.4K | $13.4K | 0.00% | Aug 10, 2026 |
| PFG Investments, LLC | Reduce 7.37% | -$13.3K | $168K | 0.01% | Jul 23, 2026 |
| Mueller Wealth, LLC | Added 5.99% | +$12.6K | $223K | 0.15% | Aug 3, 2026 |
| Summit Financial, LLC | Reduce 5.90% | -$12.3K | $196K | 0.00% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 5.25% | +$12K | $241K | 0.00% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 0.63% | +$11.8K | $1.9M | 0.01% | Jul 13, 2026 |
| PSI Advisors, LLC | Reduce 9.14% | -$11.4K | $114K | 0.03% | Aug 3, 2026 |
| HUB Investment Partners, LLC | Reduce 3.16% | -$9.37K | $287K | 0.01% | Jul 31, 2026 |
| Mather Group, LLC. | Added 29.29% | +$9.32K | $41.1K | 0.00% | Jul 27, 2026 |
| Everstar Asset Management, LLC | Reduce 1.76% | -$9.17K | $511K | 0.25% | Aug 3, 2026 |
| Fox Hill Wealth Management | Added 9.74% | +$8.16K | $92K | 0.04% | Aug 19, 2026 |
| Perigon Wealth Management, LLC | Reduce 6.60% | -$7.96K | $113K | 0.00% | Aug 7, 2026 |
| Mark Sheptoff Financial Planning, LLC | New Buy | +$7.88K | $7.88K | 0.00% | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | Reduce 44.84% | -$7.87K | $9.69K | 0.00% | Jul 20, 2026 |
| Whittier Trust Co of Nevada Inc | Reduce 6.47% | -$7.85K | $114K | 0.00% | Jul 28, 2026 |
