| Csenge Advisory Group | Reduce 59.72% | -$14.5M | $9.79M | 0.40% | Aug 10, 2026 |
| Marshall Financial Group, LLC | Reduce 72.45% | -$10.8M | $4.11M | 0.60% | Jul 20, 2026 |
| Heck Capital Advisors, LLC | New Buy | +$5.46M | $5.46M | 0.33% | Jul 10, 2026 |
| Tidemark, LLC | Reduce 41.60% | -$5.35M | $7.5M | 1.69% | Aug 10, 2026 |
| Old Mission Capital LLC | New Buy | +$4.19M | $4.19M | 0.07% | Aug 14, 2026 |
| Centennial Wealth Advisory LLC | Reduce 33.74% | -$2.85M | $5.59M | 1.21% | Jul 13, 2026 |
| Mutual Advisors, LLC | New Buy | +$2.4M | $2.4M | 0.05% | Aug 14, 2026 |
| Sequent Planning LLC | Reduce 80.99% | -$2.14M | $502K | 0.11% | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | Added 11.50% | +$2.07M | $20.1M | 2.30% | Jul 27, 2026 |
| &Partners | Added 43.78% | +$2.02M | $6.63M | 0.03% | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | Reduce 34.60% | -$1.91M | $3.61M | 1.65% | Aug 12, 2026 |
| Stratos Investment Management, LLC | Added 8.77% | +$1.76M | $21.8M | 0.79% | Aug 11, 2026 |
| TSFG, LLC | Reduce 26.21% | -$1.48M | $4.18M | 0.53% | Jul 23, 2026 |
| IFG Advisory, LLC | New Buy | +$1.21M | $1.21M | 0.04% | Aug 14, 2026 |
| GDS Wealth Management | Added 4.61% | +$1.07M | $24.3M | 1.16% | Aug 13, 2026 |
| Holistic Financial Partners | Reduce 27.16% | -$903K | $2.42M | 1.48% | Jul 23, 2026 |
| Midwest Financial Network, LLC | Reduce 18.26% | -$875K | $3.92M | 2.67% | Jul 7, 2026 |
| First Trust Advisors LP | Added 10.01% | +$845K | $9.29M | 0.01% | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | Added 6.60% | +$758K | $12.2M | 0.10% | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | Reduce 20.91% | -$644K | $2.44M | 0.08% | Jul 27, 2026 |
| Anderson Financial Strategies, LLC | Added 8.69% | +$620K | $7.76M | 4.03% | Aug 20, 2026 |
| Independent Advisor Alliance | Sell 100% | -$557K | $0 | 0.00% | Aug 12, 2026 |
| Accel Wealth Management | Reduce 34.04% | -$556K | $1.08M | 0.24% | Jul 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Sell 100% | -$554K | $0 | 0.00% | Jul 6, 2026 |
| Independent Financial Group, LLC | Reduce 23.89% | -$515K | $1.64M | 0.03% | Jul 15, 2026 |
| Providence First Trust Co | New Buy | +$506K | $506K | 0.14% | Jul 27, 2026 |
| Snowden Capital Advisors LLC | Reduce 54.22% | -$458K | $387K | 0.01% | Aug 13, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$450K | $0 | 0.00% | Aug 14, 2026 |
| Capital CS Group, LLC | New Buy | +$440K | $440K | 0.35% | Aug 12, 2026 |
| Arvest Investments, Inc. | Added 18.08% | +$424K | $2.77M | 0.34% | Jul 17, 2026 |
| Foundations Investment Advisors, LLC | Added 84.78% | +$415K | $905K | 0.01% | Aug 14, 2026 |
| Iams Wealth Management, LLC | Added 17.04% | +$398K | $2.74M | 0.82% | Jul 16, 2026 |
| Balefire, LLC | Sell 100% | -$390K | $0 | 0.00% | Jul 7, 2026 |
| MML Investors Services, LLC | Added 109.71% | +$351K | $672K | 0.00% | Aug 7, 2026 |
| Kingsview Wealth Management, LLC | Added 5.10% | +$324K | $6.67M | 0.08% | Aug 19, 2026 |
| Triad Wealth Partners, LLC | Sell 100% | -$303K | $0 | 0.00% | Aug 10, 2026 |
| Park Square Financial Group, LLC | Reduce 55.22% | -$273K | $221K | 2.00% | Jul 31, 2026 |
| FSB Premier Wealth Management, Inc. | Added 6.93% | +$206K | $3.18M | 0.89% | Aug 12, 2026 |
| Benjamin Edwards Inc | Added 4.94% | +$200K | $4.25M | 0.04% | Jul 24, 2026 |
| BAM Wealth Management, LLC | Added 45.36% | +$199K | $637K | 0.40% | Jul 14, 2026 |
| Midwest Financial Group LLC | Added 7.11% | +$192K | $2.89M | 1.01% | Jul 21, 2026 |
| Kestra Private Wealth Services, LLC | Added 13.23% | +$166K | $1.42M | 0.02% | Jul 28, 2026 |
| IFS Group,LLC | Added 26.68% | +$137K | $650K | 0.89% | Jul 23, 2026 |
| Prospera Financial Services Inc | Reduce 4.22% | -$134K | $3.04M | 0.04% | Jul 15, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$125K | $0 | 0.00% | Jul 20, 2026 |
| Assetmark, Inc | Added 5.86% | +$124K | $2.23M | 0.00% | Jul 30, 2026 |
| Faithward Advisors, LLC | Reduce 30.80% | -$113K | $255K | 0.03% | Aug 12, 2026 |
| Western Wealth Management, LLC | Reduce 15.96% | -$107K | $564K | 0.02% | Aug 14, 2026 |
| Mgo One Seven LLC | Added 2.85% | +$62.2K | $2.24M | 0.04% | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | Reduce 8.00% | -$57K | $655K | 0.04% | Aug 4, 2026 |
| Atria Investments, Inc | Added 11.72% | +$52.1K | $497K | 0.01% | Jul 28, 2026 |
| Integrated Advisors Network LLC | Reduce 14.27% | -$48.7K | $292K | 0.01% | Aug 11, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$46.5K | $46.5K | 0.02% | Aug 7, 2026 |
| Investors Research Corp | Reduce 3.05% | -$42.5K | $1.35M | 0.24% | Jul 10, 2026 |
| Geneos Wealth Management Inc. | Added 23.04% | +$38.5K | $206K | 0.00% | Aug 6, 2026 |
| Pine Valley Investments Ltd Liability Co | Added 10.30% | +$32.1K | $344K | 0.01% | Jul 24, 2026 |
| Novem Group | Added 10.89% | +$29.3K | $299K | 0.03% | Jul 21, 2026 |
| Pinnacle Family Advisors, LLC | Added 4.53% | +$28.7K | $662K | 0.28% | Aug 14, 2026 |
| Maia Wealth LLC | Reduce 3.10% | -$21.7K | $678K | 0.10% | Jul 28, 2026 |
| KKM Financial LLC | Added 5.22% | +$16K | $322K | 0.04% | Aug 14, 2026 |
| Principal Securities, Inc. | Reduce 3.95% | -$15.7K | $382K | 0.00% | Aug 4, 2026 |
| Aurora Private Wealth, Inc. | Reduce 3.10% | -$14.3K | $448K | 0.28% | Jul 22, 2026 |
| Legacy Wealth Managment, LLC | Sell 100% | -$12.2K | $0 | 0.00% | Aug 13, 2026 |
| Continuum Advisory, LLC | New Buy | +$9.63K | $9.63K | 0.00% | Aug 6, 2026 |
| Cullen/Frost Bankers, Inc. | Added 98.92% | +$7.86K | $15.8K | 0.00% | Jul 27, 2026 |
| Quest 10 Wealth Builders, Inc. | Added 26.91% | +$7.08K | $33.4K | 0.03% | Jul 24, 2026 |
| Spire Wealth Management | Added 1.69% | +$6.4K | $386K | 0.01% | Jul 15, 2026 |
| Decker Retirement Planning Inc. | Sell 100% | -$6.39K | $0 | 0.00% | Jul 16, 2026 |
| LaSalle St. Investment Advisors, LLC | Reduce 1.16% | -$6.27K | $536K | 0.07% | Aug 11, 2026 |
| Tucker Asset Management LLC | Reduce 6.22% | -$5.69K | $85.8K | 0.02% | Aug 27, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | New Buy | +$5.56K | $5.56K | 0.01% | Aug 6, 2026 |
| World Investment Advisors | Added 2.50% | +$5.56K | $228K | 0.00% | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | Added 108.26% | +$5.05K | $9.72K | 0.00% | Aug 11, 2026 |
| HBK Sorce Advisory LLC | Added 1.89% | +$3.96K | $214K | 0.00% | Aug 6, 2026 |
| Park Avenue Securities LLC | Reduce 0.30% | -$2.53K | $848K | 0.01% | Jul 20, 2026 |
| Vanguard Advisers Inc | Sell 100% | -$2.52K | $0 | 0.00% | Aug 13, 2026 |
| Rossby Financial, LCC | Added 0.54% | +$2.05K | $384K | 0.07% | Aug 4, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 0.21% | +$1.11K | $539K | 0.00% | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$984 | $984 | 0.00% | Aug 13, 2026 |
| Signature Equity Partners, LLC | Added 43.48% | +$642 | $2.12K | 0.00% | Jul 30, 2026 |
| TCFG Investment Advisors, LLC | Added 0.03% | +$578 | $1.68M | 0.57% | Jul 17, 2026 |
| Perigon Wealth Management, LLC | Reduce 0.13% | -$556 | $438K | 0.01% | Aug 7, 2026 |
| Strive Financial Group ,LLC | New Buy | +$492 | $492 | 0.00% | Aug 17, 2026 |
| Raleigh Capital Management Inc. | Added 1.09% | +$449 | $41.8K | 0.01% | Jul 21, 2026 |
| Key Capital Management, INC | Added 6.61% | +$364 | $5.86K | 0.00% | Jul 28, 2026 |
| RFG Advisory, LLC | Added 0.02% | +$107 | $488K | 0.01% | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | Added 7.14% | +$43 | $642 | 0.00% | Jul 23, 2026 |
| Wagner Wealth Management, LLC | Added 1.23% | +$21 | $1.75K | 0.00% | Jul 24, 2026 |
