| Sanders Morris Harris LLC | Added 25.30% | +$5.29M | $26.2M | 15.19% | Jul 7, 2026 |
| Ares Management LLC | Added 53.38% | +$5.11M | $14.7M | 0.64% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 35.82% | +$2.79M | $10.6M | 0.01% | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | New Buy | +$1.5M | $1.5M | 0.16% | Aug 12, 2026 |
| North Ground Capital | Added 19.75% | +$1.03M | $6.22M | 7.46% | Aug 13, 2026 |
| Legacy Wealth Managment, LLC | Reduce 47.93% | -$766K | $832K | 0.34% | Aug 13, 2026 |
| RFG Advisory, LLC | New Buy | +$656K | $656K | 0.01% | Jul 15, 2026 |
| Garrett Wealth Advisory Group, LLC | Added 161.25% | +$643K | $1.04M | 0.16% | Aug 4, 2026 |
| Aviso Wealth Management | Added 78.15% | +$580K | $1.32M | 0.45% | Aug 5, 2026 |
| Diversify Advisory Services, LLC | Added 53.86% | +$426K | $1.22M | 0.02% | Aug 10, 2026 |
| FJ Capital Management LLC | Added 20.58% | +$407K | $2.39M | 0.31% | Aug 14, 2026 |
| Clayton Partners LLC | Added 17.65% | +$347K | $2.31M | 1.52% | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | Reduce 66.30% | -$333K | $169K | 0.00% | Aug 5, 2026 |
| W1M Asset Management Ltd | Sell 100% | -$323K | $0 | 0.00% | Aug 12, 2026 |
| Eagle Global Advisors LLC | New Buy | +$305K | $305K | 0.01% | Jul 30, 2026 |
| Sigma Planning Corp | Reduce 12.03% | -$289K | $2.11M | 0.05% | Aug 7, 2026 |
| Csenge Advisory Group | Sell 100% | -$282K | $0 | 0.00% | Aug 10, 2026 |
| Fisher Asset Management, LLC | New Buy | +$273K | $273K | 0.00% | Aug 4, 2026 |
| Independent Solutions Wealth Management, LLC | New Buy | +$242K | $242K | 0.03% | Jul 29, 2026 |
| Cooper Financial Group | Sell 100% | -$236K | $0 | 0.00% | Jul 8, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Sell 100% | -$215K | $0 | 0.00% | Jul 16, 2026 |
| Strategic Financial Partners, Ltd. | Reduce 36.82% | -$191K | $328K | 0.12% | Aug 3, 2026 |
| Savvy Advisors, Inc. | New Buy | +$191K | $191K | 0.00% | Aug 3, 2026 |
| Tactive Advisors, LLC | New Buy | +$176K | $176K | 0.04% | Jul 9, 2026 |
| Pinkerton Wealth, LLC | New Buy | +$171K | $171K | 0.01% | Jul 30, 2026 |
| Joel Isaacson & Co., LLC | Added 42.07% | +$158K | $534K | 0.02% | Aug 4, 2026 |
| Richmond Investment Services, LLC | Sell 100% | -$148K | $0 | 0.00% | Jul 27, 2026 |
| Soltis Investment Advisors LLC | Sell 100% | -$143K | $0 | 0.00% | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | Sell 100% | -$142K | $0 | 0.00% | Jul 28, 2026 |
| Kovack Advisors, Inc. | New Buy | +$134K | $134K | 0.01% | Jul 29, 2026 |
| MQS Management LLC | New Buy | +$128K | $128K | 0.16% | Aug 7, 2026 |
| TSFG, LLC | Added 149.42% | +$127K | $212K | 0.03% | Jul 23, 2026 |
| Independent Financial Group, LLC | Reduce 26.16% | -$109K | $309K | 0.01% | Jul 15, 2026 |
| Rockport Wealth LLC | Reduce 8.41% | -$103K | $1.12M | 0.19% | Jul 27, 2026 |
| SageView Advisory Group, LLC | Reduce 34.44% | -$98.1K | $187K | 0.01% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | Reduce 7.19% | -$94.4K | $1.22M | 0.02% | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | Added 19.03% | +$91.4K | $572K | 0.01% | Aug 11, 2026 |
| Virtus Investment Advisers, LLC | Reduce 16.79% | -$77.6K | $384K | 0.09% | Aug 11, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$76.7K | $0 | 0.00% | Jul 20, 2026 |
| Silver Oak Securities, Incorporated | New Buy | +$69.1K | $69.1K | 0.00% | Aug 7, 2026 |
| Intrua Financial, LLC | Added 30.82% | +$65.5K | $278K | 0.03% | Jul 24, 2026 |
| Triumph Capital Management | Reduce 12.15% | -$65.3K | $472K | 0.09% | Jul 21, 2026 |
| WCG Wealth Advisors LLC | Added 20.08% | +$61.5K | $368K | 0.01% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 19.97% | +$61K | $366K | 0.00% | Aug 7, 2026 |
| CX Institutional | Reduce 32.16% | -$56.4K | $119K | 0.00% | Jul 2, 2026 |
| Global Assets Advisory, LLC | Added 29.50% | +$55.2K | $242K | 0.05% | Jul 27, 2026 |
| Beacon Financial Advisory LLC | Added 12.30% | +$53.1K | $485K | 0.10% | Aug 5, 2026 |
| Money Concepts Capital Corp | Reduce 23.80% | -$49.8K | $159K | 0.01% | Aug 4, 2026 |
| Perigon Wealth Management, LLC | Reduce 9.89% | -$46.3K | $422K | 0.01% | Aug 7, 2026 |
| Carmel Capital Partners, LLC | Reduce 21.08% | -$44.7K | $167K | 0.06% | Jul 30, 2026 |
| VARCOV Co. | Added 12.32% | +$42.8K | $391K | 0.15% | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | Reduce 10.47% | -$42.5K | $363K | 0.12% | Jul 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | New Buy | +$42.2K | $42.2K | 0.00% | Jul 2, 2026 |
| Golden State Wealth Management, LLC | Reduce 49.20% | -$40.8K | $42.1K | 0.00% | Jul 22, 2026 |
| Westside Investment Management, Inc. | Reduce 36.84% | -$40.5K | $69.4K | 0.01% | Jul 27, 2026 |
| Foundations Investment Advisors, LLC | Reduce 23.19% | -$38K | $126K | 0.00% | Aug 14, 2026 |
| IFG Advisory, LLC | New Buy | +$36.3K | $36.3K | 0.00% | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | Reduce 15.70% | -$30.8K | $165K | 0.04% | Jul 24, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$30K | $30K | 0.01% | Aug 7, 2026 |
| Ameriflex Group, Inc. | Sell 100% | -$22.1K | $0 | 0.00% | Aug 14, 2026 |
| Nomura Asset Management Co Ltd | New Buy | +$16.5K | $16.5K | 0.00% | Aug 13, 2026 |
| Riverbridge Partners LLC | Added 1.21% | +$15.9K | $1.33M | 0.04% | Jul 13, 2026 |
| WealthCare Investment Partners, LLC | Reduce 9.89% | -$15.1K | $137K | 0.03% | Aug 10, 2026 |
| Capital Analysts, LLC | Sell 100% | -$13K | $0 | 0.00% | Aug 5, 2026 |
| Brookstone Capital Management | Reduce 6.58% | -$12.9K | $184K | 0.00% | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | Added 78.65% | +$12.7K | $28.8K | 0.00% | Aug 5, 2026 |
| Aptus Capital Advisors, LLC | Reduce 8.35% | -$12.4K | $136K | 0.00% | Aug 12, 2026 |
| Guardian Wealth Advisors, LLC / NC | Reduce 8.35% | -$12.4K | $136K | 0.01% | Aug 14, 2026 |
| Trust Co | New Buy | +$9.9K | $9.9K | 0.00% | Jul 10, 2026 |
| Arkadios Wealth Advisors | Reduce 0.83% | -$9.23K | $1.11M | 0.02% | Aug 10, 2026 |
| Confluence Investment Management LLC | Reduce 0.79% | -$5.01K | $630K | 0.01% | Jul 1, 2026 |
| Perennial Investment Advisors, LLC | Added 2.77% | +$4.14K | $154K | 0.01% | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 2.48% | -$3.81K | $150K | 0.00% | Jul 27, 2026 |
| BostonPremier Wealth LLC | Added 1.19% | +$2.05K | $174K | 0.07% | Jul 24, 2026 |
| Independent Wealth Network Inc. | Reduce 1.50% | -$1.99K | $131K | 0.03% | Jul 20, 2026 |
| Raleigh Capital Management Inc. | Added 2.78% | +$1.83K | $67.6K | 0.02% | Jul 21, 2026 |
| Prospera Financial Services Inc | Added 0.31% | +$1.72K | $553K | 0.01% | Jul 15, 2026 |
| Archer Investment Corp | Added 107.41% | +$332 | $642 | 0.00% | Aug 19, 2026 |
