| Laird Norton Wetherby Trust Company, LLC | Added 91.82% | +$1.35M | $2.83M | 0.05% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Added 112.55% | +$1.04M | $1.96M | 0.01% | Jul 17, 2026 |
| Frank, Rimerman Advisors LLC | New Buy | +$876K | $876K | 0.05% | Jul 27, 2026 |
| Ethic Inc. | Reduce 30.55% | -$704K | $1.6M | 0.02% | Jul 29, 2026 |
| PCM Encore, LLC | Added 89.17% | +$527K | $1.12M | 0.20% | Aug 11, 2026 |
| West Family Investments, Inc. | Added 198.85% | +$330K | $495K | 0.14% | Aug 10, 2026 |
| Vident Advisory, LLC | Added 53.70% | +$313K | $897K | 0.01% | Aug 12, 2026 |
| PDS Planning, Inc | Added 60.40% | +$294K | $781K | 0.05% | Aug 5, 2026 |
| Greenleaf Trust | Added 292.21% | +$260K | $349K | 0.00% | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 235.95% | +$240K | $342K | 0.03% | Aug 7, 2026 |
| Vise Technologies, Inc. | New Buy | +$232K | $232K | 0.00% | Aug 11, 2026 |
| OneAscent Investment Solutions LLC | New Buy | +$217K | $217K | 0.21% | Aug 11, 2026 |
| United Capital Financial Advisors, LLC | Added 161.78% | +$210K | $339K | 0.00% | Aug 17, 2026 |
| Avior Wealth Management, LLC | Sell 100% | -$199K | $0 | 0.00% | Jul 7, 2026 |
| Composition Wealth, LLC | New Buy | +$146K | $146K | 0.00% | Jul 22, 2026 |
| IMC-Chicago, LLC | New Buy | +$127K | $127K | 0.00% | Aug 6, 2026 |
| BSW Wealth Partners | Added 69.32% | +$115K | $281K | 0.03% | Jul 15, 2026 |
| Quadrant Private Wealth Management, LLC | New Buy | +$114K | $114K | 0.03% | Jul 30, 2026 |
| Evergreen Capital Management LLC | New Buy | +$114K | $114K | 0.00% | Jul 23, 2026 |
| First Trust Advisors LP | Added 12.60% | +$113K | $1.01M | 0.00% | Aug 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | Added 34.58% | +$110K | $428K | 0.02% | Jul 13, 2026 |
| Greenspring Advisors, LLC | Added 47.97% | +$108K | $333K | 0.02% | Aug 11, 2026 |
| Elmwood Wealth Management, Inc. | New Buy | +$93.4K | $93.4K | 0.02% | Jul 8, 2026 |
| Calydon Capital | New Buy | +$92.3K | $92.3K | 0.01% | Aug 14, 2026 |
| Piedmont Capital Management, LLC | New Buy | +$90K | $90K | 0.05% | Aug 13, 2026 |
| Sig Brokerage, LP | New Buy | +$89.5K | $89.5K | 0.00% | Aug 14, 2026 |
| Ariadne Wealth Management, LP | New Buy | +$89K | $89K | 0.04% | Aug 13, 2026 |
| Enterprise Financial Services Corp | New Buy | +$88.3K | $88.3K | 0.04% | Aug 4, 2026 |
| Prime Capital Investment Advisors, LLC | New Buy | +$87.4K | $87.4K | 0.00% | Aug 5, 2026 |
| Foster Group, Inc. | New Buy | +$82.5K | $82.5K | 0.00% | Jul 7, 2026 |
| Johnson Financial Group, LLC | New Buy | +$78K | $78K | 0.00% | Aug 6, 2026 |
| Sound View Wealth Advisors Group, LLC | New Buy | +$73.1K | $73.1K | 0.00% | Aug 11, 2026 |
| PFG Advisors | New Buy | +$68.7K | $68.7K | 0.00% | Jul 16, 2026 |
| Xponance LLC | Reduce 33.98% | -$64.8K | $126K | 0.00% | Aug 10, 2026 |
| Optas, LLC | New Buy | +$60.3K | $60.3K | 0.01% | Jul 21, 2026 |
| BIP Wealth, LLC | New Buy | +$56.8K | $56.8K | 0.00% | Aug 3, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$56.8K | $0 | 0.00% | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | Added 36.63% | +$54.1K | $202K | 0.00% | Aug 3, 2026 |
| QRG Capital Management, Inc. | Reduce 14.57% | -$53.6K | $314K | 0.00% | Jul 14, 2026 |
| Canopy Partners, LLC | New Buy | +$53.1K | $53.1K | 0.02% | Jul 22, 2026 |
| Jain Global LLC | Sell 100% | -$48.7K | $0 | 0.00% | Aug 14, 2026 |
| Curi Capital, LLC | New Buy | +$47.5K | $47.5K | 0.00% | Aug 14, 2026 |
| Seeds Investor LLC | Sell 100% | -$46.4K | $0 | 0.00% | Aug 12, 2026 |
| Diversified Trust Co | Added 60.09% | +$45.6K | $121K | 0.00% | Jul 17, 2026 |
| Truepoint, Inc. | New Buy | +$45.5K | $45.5K | 0.00% | Jul 31, 2026 |
| Interchange Capital Partners, LLC | New Buy | +$43.4K | $43.4K | 0.01% | Jul 20, 2026 |
| &Partners | New Buy | +$42.1K | $42.1K | 0.00% | Aug 14, 2026 |
| Voleon Capital Management LP | Sell 100% | -$41.6K | $0 | 0.00% | Aug 14, 2026 |
| Financial Planning Navigators CORP | Sell 100% | -$40.2K | $0 | 0.00% | Jul 28, 2026 |
| Yousif Capital Management, LLC | Reduce 28.26% | -$39.4K | $100K | 0.00% | Jul 16, 2026 |
| Sivia Capital Partners, LLC | Added 16.39% | +$35.5K | $252K | 0.03% | Jul 23, 2026 |
| Financial Consulate, Inc | Added 100.96% | +$31.2K | $62.1K | 0.01% | Jul 23, 2026 |
| Blair William & Co | Added 25.90% | +$26.4K | $128K | 0.00% | Aug 11, 2026 |
| Caprock Group, LLC | Added 6.14% | +$26.2K | $452K | 0.01% | Jul 27, 2026 |
| Avestar Capital, LLC | Added 34.52% | +$21.2K | $82.7K | 0.00% | Jul 29, 2026 |
| Fragasso Financial Advisors Inc | Added 28.16% | +$21.1K | $96K | 0.01% | Jul 9, 2026 |
| Schroder Investment Management Group | Reduce 9.77% | -$20.2K | $187K | 0.00% | Aug 13, 2026 |
| Inspire Advisors, LLC | Added 10.21% | +$13K | $140K | 0.01% | Aug 13, 2026 |
| Verdence Capital Advisors LLC | Added 14.40% | +$11.8K | $94.1K | 0.00% | Jul 29, 2026 |
| Inspire Investing, LLC | Added 12.34% | +$9.68K | $88.1K | 0.00% | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$9.58K | $9.58K | 0.01% | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | Added 7.72% | +$8.26K | $115K | 0.01% | Jul 20, 2026 |
| NewSquare Capital LLC | Added 20.23% | +$8.17K | $48.6K | 0.00% | Jul 28, 2026 |
| Resonant Capital Advisors, LLC | Added 14.50% | +$8.01K | $63.3K | 0.00% | Jul 27, 2026 |
| Cornerstone Financial Management LLC | Added 454.64% | +$6.86K | $8.37K | 0.01% | Aug 28, 2026 |
| Mgo One Seven LLC | Added 9.21% | +$6.77K | $80.3K | 0.00% | Jul 31, 2026 |
| Plan A Wealth LLC | Added 10.30% | +$5.93K | $63.6K | 0.03% | Jul 14, 2026 |
| Raffa Wealth Management, LLC | Added 87.15% | +$4.12K | $8.84K | 0.00% | Jul 27, 2026 |
| MML Investors Services, LLC | Added 6.82% | +$3.95K | $61.8K | 0.00% | Aug 7, 2026 |
| Gleason Group, Inc. | New Buy | +$3.72K | $3.72K | 0.00% | Jul 13, 2026 |
| Essex Bank | Added 7.31% | +$3.65K | $53.5K | 0.01% | Jul 23, 2026 |
| Park Avenue Securities LLC | Reduce 6.90% | -$3.41K | $46K | 0.00% | Jul 20, 2026 |
| Downshift Financial, LLC | New Buy | +$3.12K | $3.12K | 0.00% | Aug 13, 2026 |
| SHP Wealth Management | Added 82.06% | +$3.1K | $6.87K | 0.00% | Aug 11, 2026 |
| Intentional Wealth Strategies, LLC | Sell 100% | -$2.78K | $0 | 0.00% | Jul 28, 2026 |
| Breakwater Investment Management | New Buy | +$2.75K | $2.75K | 0.00% | Aug 6, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$2.64K | $0 | 0.00% | Aug 13, 2026 |
| Versant Capital Management, Inc | New Buy | +$1.54K | $1.54K | 0.00% | Jul 2, 2026 |
| Syverson Strege & Co | Added 2.21% | +$1.18K | $54.6K | 0.01% | Aug 6, 2026 |
| Bell Investment Advisors, Inc | Reduce 11.02% | -$1.1K | $8.86K | 0.00% | Aug 7, 2026 |
| JFS Wealth Advisors, LLC | Added 27.44% | +$852 | $3.96K | 0.00% | Jul 10, 2026 |
| Noble Wealth Management PBC | New Buy | +$560 | $560 | 0.00% | Jul 1, 2026 |
| Rossby Financial, LCC | Added 22.87% | +$440 | $2.36K | 0.00% | Aug 4, 2026 |
| LRI Investments, LLC | Added 165.67% | +$432 | $692 | 0.00% | Jul 14, 2026 |
| North Star Investment Management Corp. | Added 5.79% | +$420 | $7.68K | 0.00% | Jul 28, 2026 |
| Bessemer Group Inc | Added 3.66% | +$177 | $5K | 0.00% | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$22 | $22 | 0.00% | Jul 28, 2026 |
| Assetmark, Inc | Reduce 1.10% | -$12 | $1.05K | 0.00% | Jul 30, 2026 |
