| 1607 Capital Partners, LLC | Sell 100% | -$5.62M | $0 | 0.00% | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 17.30% | +$3.89M | $26.4M | 0.75% | Jul 8, 2026 |
| Guggenheim Capital LLC | Added 11.32% | +$3.04M | $29.9M | 0.19% | Aug 12, 2026 |
| BFSG, LLC | New Buy | +$3.04M | $3.04M | 0.27% | Jul 20, 2026 |
| Ehrlich Financial Group | Added 210.79% | +$2.23M | $3.29M | 1.69% | Jul 9, 2026 |
| Orca Wealth Management, LLC | Sell 100% | -$1.38M | $0 | 0.00% | Jul 22, 2026 |
| Dynamic Financial Group | Reduce 38.03% | -$941K | $1.53M | 1.16% | Jul 27, 2026 |
| Granby Capital Management, LLC | Reduce 11.96% | -$922K | $6.79M | 3.54% | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | Reduce 49.90% | -$459K | $461K | 0.01% | Jul 22, 2026 |
| Broyhill Asset Management, LLC | Reduce 37.98% | -$369K | $602K | 0.54% | Aug 4, 2026 |
| PKS Advisory Services, LLC | Reduce 17.65% | -$347K | $1.62M | 0.26% | Aug 4, 2026 |
| Johnson Financial Group, Inc. | Sell 100% | -$338K | $0 | 0.00% | Aug 10, 2026 |
| Ackerman Capital Advisors, LLC | Added 64.77% | +$333K | $848K | 0.17% | Jul 30, 2026 |
| Citizens National Bank Trust Department | Added 24.74% | +$310K | $1.57M | 0.23% | Jul 22, 2026 |
| Breakwater Capital Group | Added 21.50% | +$310K | $1.75M | 0.21% | Jul 8, 2026 |
| Verdence Capital Advisors LLC | New Buy | +$300K | $300K | 0.02% | Jul 29, 2026 |
| Van Eck Associates Corp | Added 2.99% | +$294K | $10.1M | 0.01% | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | New Buy | +$277K | $277K | 0.08% | Aug 14, 2026 |
| Independent Advisor Alliance | Sell 100% | -$271K | $0 | 0.00% | Aug 12, 2026 |
| BlueChip Wealth Advisors LLC | New Buy | +$235K | $235K | 0.09% | Jul 30, 2026 |
| Magnolia Capital Advisors LLC | Added 59.32% | +$226K | $608K | 0.10% | Aug 14, 2026 |
| Bar Harbor Wealth Management | Added 4.05% | +$175K | $4.5M | 0.24% | Jul 15, 2026 |
| Narwhal Capital Management | Sell 100% | -$162K | $0 | 0.00% | Jul 24, 2026 |
| Keybank National Association | New Buy | +$148K | $148K | 0.00% | Jul 28, 2026 |
| Moors & Cabot, Inc. | Reduce 58.67% | -$138K | $97.4K | 0.00% | Aug 10, 2026 |
| Harris Associates L P | Sell 100% | -$134K | $0 | 0.00% | Aug 14, 2026 |
| PFG Investments, LLC | Reduce 39.42% | -$133K | $205K | 0.01% | Jul 23, 2026 |
| Choreo, LLC | New Buy | +$133K | $133K | 0.00% | Aug 4, 2026 |
| Stratos Wealth Partners, LTD. | Added 14.48% | +$132K | $1.05M | 0.01% | Aug 11, 2026 |
| Readystate Asset Management LP | New Buy | +$119K | $119K | 0.00% | Aug 14, 2026 |
| Tandem Financial, LLC | Added 9.16% | +$118K | $1.41M | 0.42% | Aug 14, 2026 |
| 49 Wealth Management, LLC | New Buy | +$116K | $116K | 0.02% | Aug 18, 2026 |
| Alongside, LLC | New Buy | +$116K | $116K | 0.02% | Aug 14, 2026 |
| Sheets Smith Wealth Management | New Buy | +$111K | $111K | 0.01% | Jul 13, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$104K | $0 | 0.00% | Jul 10, 2026 |
| Objective Capital Management, LLC | New Buy | +$101K | $101K | 0.09% | Jul 20, 2026 |
| Richmond Investment Services, LLC | Sell 100% | -$97.2K | $0 | 0.00% | Jul 27, 2026 |
| ProVise Management Group, LLC | New Buy | +$95.7K | $95.7K | 0.01% | Aug 3, 2026 |
| Modern Wealth Management, LLC | New Buy | +$95.5K | $95.5K | 0.00% | Aug 14, 2026 |
| AlTi Global, Inc. | Added 7.56% | +$92.5K | $1.32M | 0.03% | Aug 5, 2026 |
| Seamount Financial Group Inc | Added 10.61% | +$69.3K | $722K | 0.29% | Jul 24, 2026 |
| High Net Worth Advisory Group LLC | Added 5.85% | +$66.4K | $1.2M | 0.26% | Jul 29, 2026 |
| Redwood Family Wealth LLC | Added 4.40% | +$66.4K | $1.57M | 1.38% | Aug 4, 2026 |
| Accredited Investor Services, LLC | Reduce 6.24% | -$66.2K | $994K | 0.56% | Aug 5, 2026 |
| D.A. Davidson & Co. | Reduce 35.66% | -$64.4K | $116K | 0.00% | Jul 24, 2026 |
| Mutual Advisors, LLC | Added 30.39% | +$62.2K | $267K | 0.01% | Aug 14, 2026 |
| Roman Butler Fullerton & Co | Added 2.65% | +$61.1K | $2.37M | 0.56% | Aug 6, 2026 |
| Lido Advisors, LLC | Added 38.71% | +$60.1K | $216K | 0.00% | Aug 7, 2026 |
| Benjamin Edwards Inc | Added 6.11% | +$58.7K | $1.02M | 0.01% | Jul 24, 2026 |
| Capital Advisors Wealth Management, LLC | Added 11.18% | +$51.7K | $514K | 0.06% | Jul 23, 2026 |
| Lantz Financial LLC | Added 15.87% | +$50.7K | $370K | 0.07% | Jul 9, 2026 |
| Dagco, Inc. | Sell 100% | -$49.9K | $0 | 0.00% | Jul 10, 2026 |
| Congress Park Capital LLC | Added 0.84% | +$46.1K | $5.52M | 1.49% | Jul 14, 2026 |
| WealthBridge Capital Management, LLC | Reduce 14.20% | -$46.1K | $278K | 0.06% | Jul 24, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | Added 4.36% | +$42.6K | $1.02M | 0.17% | Jul 9, 2026 |
| Mgo One Seven LLC | Added 9.85% | +$38.4K | $428K | 0.01% | Jul 31, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$36.5K | $0 | 0.00% | Jul 20, 2026 |
| Summit Financial Wealth Advisors, LLC | Reduce 8.26% | -$36.2K | $402K | 0.05% | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | Reduce 16.63% | -$34.6K | $173K | 0.00% | Aug 6, 2026 |
| Disciplined Investments, LLC | Reduce 5.35% | -$32.3K | $571K | 0.18% | Aug 7, 2026 |
| Wedbush Securities Inc | Reduce 7.03% | -$28.9K | $382K | 0.01% | Jul 28, 2026 |
| Harmony Asset Management LLC | Reduce 2.26% | -$26.7K | $1.16M | 0.31% | Jul 20, 2026 |
| Hilltop Holdings Inc. | Added 3.63% | +$23.7K | $675K | 0.05% | Aug 13, 2026 |
| Investors Asset Management of Georgia Inc /Ga/ | Reduce 15.38% | -$23.1K | $127K | 0.04% | Jul 22, 2026 |
| Karras Company, Inc. | Added 11.31% | +$22K | $217K | 0.20% | Jul 23, 2026 |
| Shepherd Kaplan Krochuk, LLC | Reduce 2.92% | -$16.2K | $537K | 0.43% | Aug 14, 2026 |
| Ibex Wealth Advisors | Reduce 1.08% | -$16.1K | $1.48M | 0.12% | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | Reduce 11.97% | -$15.7K | $116K | 0.00% | Aug 19, 2026 |
| Rock Point Advisors, LLC | Reduce 11.32% | -$13.8K | $108K | 0.03% | Aug 6, 2026 |
| Baird Financial Group, Inc. | Added 0.61% | +$12.4K | $2.04M | 0.00% | Aug 12, 2026 |
| Capital Investment Advisors, LLC | Reduce 3.52% | -$10.5K | $287K | 0.00% | Aug 6, 2026 |
| Kestra Private Wealth Services, LLC | Added 1.13% | +$10.4K | $929K | 0.01% | Jul 28, 2026 |
| &Partners | Reduce 1.58% | -$9.4K | $587K | 0.00% | Aug 14, 2026 |
| Uhlmann Price Securities, LLC | Reduce 6.99% | -$8.81K | $117K | 0.00% | Jul 24, 2026 |
| Ramiah Investment Group | Added 7.26% | +$8.35K | $123K | 0.09% | Jul 16, 2026 |
| Pursuit Wealth Strategies, LLC | Added 3.97% | +$5.38K | $141K | 0.18% | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$4.61K | $4.61K | 0.00% | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | Reduce 0.20% | -$3.96K | $1.93M | 0.10% | Jul 27, 2026 |
| Spire Wealth Management | Sell 100% | -$3.87K | $0 | 0.00% | Jul 15, 2026 |
| Caitlin John, LLC | Added 1.86% | +$3.69K | $202K | 0.11% | Aug 17, 2026 |
| Smith, Moore & Co. | Added 0.25% | +$2.74K | $1.1M | 0.07% | Aug 12, 2026 |
| Simon Quick Advisors, LLC | Added 1.08% | +$2.35K | $220K | 0.01% | Jul 28, 2026 |
| Dumont & Blake Investment Advisors LLC | Added 1.01% | +$1.56K | $156K | 0.04% | Aug 7, 2026 |
| Perryman Financial Advisory Inc | Added 1.08% | +$1.19K | $112K | 0.01% | Jul 24, 2026 |
| Prospera Financial Services Inc | Reduce 0.02% | -$765 | $4.39M | 0.06% | Jul 15, 2026 |
| Sightline Wealth Advisors, LLC | Added 0.58% | +$701 | $122K | 0.04% | Jul 22, 2026 |
| Modera Wealth Management, LLC | Added 0.36% | +$461 | $128K | 0.00% | Aug 3, 2026 |
| Pathway Financial Advisers, LLC | Added 0.06% | +$313 | $552K | 0.14% | Jul 30, 2026 |
| PMV Capital Advisers, LLC | Added 1.07% | +$221 | $21K | 0.03% | Aug 14, 2026 |
| Kovack Advisors, Inc. | Added 0.10% | +$111 | $111K | 0.01% | Jul 29, 2026 |
| Decker Retirement Planning Inc. | Added 0.67% | +$18 | $2.79K | 0.00% | Jul 16, 2026 |
| Orange Investment Advisors, Inc. | Reduce 0.00% | -$9 | $339K | 0.04% | Jul 21, 2026 |
