| Sit Investment Associates Inc | Added 164.28% | +$11.7M | $18.9M | 0.36% | Aug 12, 2026 |
| Shaker Financial Services, LLC | Reduce 90.40% | -$2.15M | $228K | 0.07% | Jul 15, 2026 |
| Advisor OS, LLC | Added 221.09% | +$1.75M | $2.54M | 0.17% | Aug 5, 2026 |
| Readystate Asset Management LP | New Buy | +$1.41M | $1.41M | 0.05% | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | New Buy | +$1.38M | $1.38M | 0.52% | Aug 14, 2026 |
| North Ground Capital | New Buy | +$1.36M | $1.36M | 1.63% | Aug 13, 2026 |
| Atlas Wealth LLC | New Buy | +$1.05M | $1.05M | 0.15% | Jul 28, 2026 |
| CSS LLC | New Buy | +$729K | $729K | 0.03% | Aug 14, 2026 |
| WealthShield Partners, LLC | Sell 100% | -$561K | $0 | 0.00% | Aug 12, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$489K | $489K | 0.01% | Aug 10, 2026 |
| Permanent Capital Management, LP | New Buy | +$259K | $259K | 0.03% | Aug 12, 2026 |
| Guggenheim Capital LLC | Added 3.28% | +$224K | $7.06M | 0.04% | Aug 12, 2026 |
| Mgo One Seven LLC | New Buy | +$206K | $206K | 0.00% | Jul 31, 2026 |
| &Partners | Reduce 17.00% | -$172K | $841K | 0.00% | Aug 14, 2026 |
| Benjamin Edwards Inc | Reduce 18.97% | -$167K | $713K | 0.01% | Jul 24, 2026 |
| Core Wealth Advisors, Inc. | Added 56.26% | +$147K | $408K | 0.08% | Aug 11, 2026 |
| Choreo, LLC | Reduce 11.79% | -$145K | $1.08M | 0.01% | Aug 4, 2026 |
| Evolve Private Wealth, LLC | Reduce 5.38% | -$141K | $2.48M | 0.15% | Aug 12, 2026 |
| Thrivent Financial for Lutherans | Reduce 6.07% | -$137K | $2.11M | 0.00% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Reduce 15.79% | -$135K | $721K | 0.00% | Aug 12, 2026 |
| Wedbush Securities Inc | Sell 100% | -$133K | $0 | 0.00% | Jul 28, 2026 |
| Kovack Advisors, Inc. | Added 29.83% | +$96K | $418K | 0.02% | Jul 29, 2026 |
| Opal Wealth Advisors, LLC | Reduce 8.17% | -$92K | $1.03M | 0.22% | Jul 20, 2026 |
| Arete Wealth Advisors, LLC | Reduce 1.09% | -$88.6K | $8.02M | 0.53% | Aug 13, 2026 |
| DAVENPORT & Co LLC | Reduce 30.70% | -$72.2K | $163K | 0.00% | Jul 13, 2026 |
| Accredited Investor Services, LLC | Reduce 8.67% | -$60.8K | $640K | 0.36% | Aug 5, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 6.79% | -$47.6K | $654K | 0.64% | Jul 27, 2026 |
| Camelot Portfolios, LLC | Reduce 18.43% | -$35.8K | $159K | 0.11% | Jul 17, 2026 |
| Park Avenue Securities LLC | Reduce 5.04% | -$31.6K | $595K | 0.00% | Jul 20, 2026 |
| Resources Management Corp /Ct/ | Sell 100% | -$28K | $0 | 0.00% | Aug 14, 2026 |
| Capital Investment Advisors, LLC | Reduce 10.91% | -$27.2K | $222K | 0.00% | Aug 6, 2026 |
| Comprehensive Money Management Services LLC | Reduce 6.13% | -$22.8K | $349K | 0.22% | Aug 17, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$18.4K | $18.4K | 0.00% | Jul 28, 2026 |
| Occidental Asset Management, LLC | Reduce 7.04% | -$18K | $238K | 0.02% | Aug 7, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 6.32% | -$16.6K | $247K | 0.00% | Aug 11, 2026 |
| Independent Financial Group, LLC | Reduce 2.26% | -$16.1K | $695K | 0.01% | Jul 15, 2026 |
| Uhlmann Price Securities, LLC | Added 2.01% | +$13.2K | $669K | 0.02% | Jul 24, 2026 |
| Fund Advisors of America Inc | Added 1.46% | +$13K | $903K | 0.82% | Aug 11, 2026 |
| Fiduciary Financial Advisors | New Buy | +$12.6K | $12.6K | 0.00% | Aug 14, 2026 |
| MB, Levis & Associates, LLC | New Buy | +$12.5K | $12.5K | 0.00% | Jul 22, 2026 |
| D.A. Davidson & Co. | Reduce 0.85% | -$12.4K | $1.45M | 0.01% | Jul 24, 2026 |
| M Holdings Securities, Inc. | Added 4.83% | +$11.8K | $256K | 0.04% | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Reduce 3.89% | -$10.5K | $259K | 0.02% | Aug 7, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 3.35% | -$8.81K | $254K | 0.00% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 3.35% | -$8.81K | $254K | 0.00% | Aug 12, 2026 |
| Modern Wealth Management, LLC | Reduce 0.62% | -$8.35K | $1.34M | 0.02% | Aug 14, 2026 |
| Beckerman Institutional, LLC | Reduce 0.87% | -$7.35K | $835K | 0.40% | Aug 11, 2026 |
| Level Four Advisory Services, LLC | Added 1.92% | +$6.81K | $362K | 0.01% | Aug 10, 2026 |
| Bessemer Group Inc | New Buy | +$5K | $5K | 0.00% | Aug 12, 2026 |
| Vanguard Capital Wealth Advisors | Added 1.94% | +$3.8K | $200K | 0.14% | Jul 23, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$3.42K | $3.42K | 0.00% | Jul 17, 2026 |
| WPG Advisers, LLC | Reduce 2.72% | -$3.21K | $115K | 0.07% | Aug 6, 2026 |
| Berry Wealth Group, LP | Added 1.76% | +$3.19K | $185K | 0.59% | Aug 12, 2026 |
| Highline Wealth Partners LLC | Sell 100% | -$2.77K | $0 | 0.00% | Jul 15, 2026 |
| Key Financial Inc | Sell 100% | -$2.47K | $0 | 0.00% | Jul 24, 2026 |
| Axiom Investment Management LLC | Added 35.32% | +$2.25K | $8.61K | 0.01% | Jul 31, 2026 |
| Pinnacle Bancorp, Inc. | Added 21.93% | +$1.52K | $8.45K | 0.00% | Jul 28, 2026 |
| Berger Financial Group, Inc | Added 0.76% | +$1.16K | $153K | 0.01% | Aug 4, 2026 |
