| Abundance Wealth Counselors | Added 196.52% | +$136M | $205M | 13.33% | Jul 23, 2026 |
| Duquesne Family Office LLC | Added 178.39% | +$13.9M | $21.7M | 0.42% | Aug 14, 2026 |
| Yaupon Capital Management LP | New Buy | +$12.7M | $12.7M | 0.25% | Aug 14, 2026 |
| Simplify Asset Management Inc. | Added 72.14% | +$10.4M | $24.7M | 0.34% | Jul 16, 2026 |
| Kryger Capital LLC | New Buy | +$4.91M | $4.91M | 0.28% | Aug 14, 2026 |
| Maridea Wealth Management LLC | Added 1012.67% | +$4.45M | $4.89M | 0.53% | Aug 6, 2026 |
| Freshford Capital Management, LLC | New Buy | +$4.36M | $4.36M | 1.49% | Aug 14, 2026 |
| Seven Grand Managers, LLC | New Buy | +$4.06M | $4.06M | 0.16% | Aug 14, 2026 |
| SWS Partners | Added 39.33% | +$3.28M | $11.6M | 2.51% | Aug 3, 2026 |
| Gladstone Institutional Advisory LLC | Added 8.63% | +$2.32M | $29.2M | 0.92% | Jul 27, 2026 |
| Quantinno Capital Management LP | Reduce 58.66% | -$2.04M | $1.44M | 0.00% | Aug 13, 2026 |
| Old National Bancorp | Added 564.58% | +$1.78M | $2.09M | 0.04% | Jul 15, 2026 |
| Ethos Financial Group, LLC | Added 21.55% | +$1.24M | $7.02M | 0.47% | Aug 7, 2026 |
| Titleist Asset Management, LLC | Reduce 32.83% | -$1.22M | $2.51M | 0.17% | Jul 20, 2026 |
| Grand Central Investment Group | Added 69.57% | +$1.2M | $2.93M | 2.45% | Aug 4, 2026 |
| Sanders Morris Harris LLC | Sell 100% | -$1.12M | $0 | 0.00% | Jul 7, 2026 |
| GFS Advisors, LLC | Added 751.23% | +$1.03M | $1.17M | 0.06% | Aug 13, 2026 |
| Cibc World Market Inc. | Added 12.33% | +$1.01M | $9.2M | 0.01% | Aug 13, 2026 |
| IMC-Chicago, LLC | New Buy | +$950K | $950K | 0.00% | Aug 6, 2026 |
| Lighthouse Investment Partners, LLC | Added 275.00% | +$892K | $1.22M | 0.03% | Aug 14, 2026 |
| Evercore Wealth Management, LLC | Reduce 80.00% | -$649K | $162K | 0.00% | Aug 14, 2026 |
| Signature Estate & Investment Advisors LLC | New Buy | +$608K | $608K | 0.01% | Jul 14, 2026 |
| Van Eck Associates Corp | Sell 100% | -$408K | $0 | 0.00% | Aug 14, 2026 |
| Schroder Investment Management Group | Sell 100% | -$325K | $0 | 0.00% | Aug 13, 2026 |
| Jain Global LLC | New Buy | +$317K | $317K | 0.00% | Aug 14, 2026 |
| Lake Hills Wealth Management, LLC | Reduce 53.03% | -$312K | $276K | 0.13% | Jul 7, 2026 |
| Indivisible Partners | Reduce 38.42% | -$310K | $497K | 0.03% | Aug 4, 2026 |
| OMERS ADMINISTRATION Corp | New Buy | +$306K | $306K | 0.00% | Aug 13, 2026 |
| Accordant Advisory Group Inc | New Buy | +$276K | $276K | 0.19% | Jul 27, 2026 |
| Zazove Associates LLC | Reduce 62.18% | -$261K | $159K | 0.01% | Jul 16, 2026 |
| Integrity Alliance, LLC. | Added 100.08% | +$254K | $508K | 0.02% | Jul 31, 2026 |
| Holocene Advisors, LP | Sell 100% | -$243K | $0 | 0.00% | Aug 14, 2026 |
| Carnegie Lake Advisors LLC | Added 132.88% | +$238K | $416K | 0.16% | Jul 24, 2026 |
| Fiscal Wisdom Wealth Management, LLC | Reduce 11.43% | -$201K | $1.55M | 1.32% | Jul 21, 2026 |
| Handelsbanken Fonder AB | Sell 100% | -$192K | $0 | 0.00% | Jul 10, 2026 |
| Capital Fund Management S.A. | Added 4.32% | +$191K | $4.62M | 0.02% | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | Added 91.71% | +$188K | $392K | 0.02% | Jul 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | New Buy | +$184K | $184K | 0.02% | Jul 9, 2026 |
| LJI Wealth Management, LLC | Added 17.43% | +$181K | $1.22M | 0.17% | Jul 31, 2026 |
| WESPAC Advisors, LLC | Added 55.20% | +$175K | $493K | 0.24% | Aug 10, 2026 |
| Moneta Group Investment Advisors LLC | Added 83.66% | +$175K | $385K | 0.00% | Aug 14, 2026 |
| Triglav Investments, D.O.O. | New Buy | +$173K | $173K | 0.01% | Aug 11, 2026 |
| Wasserstein Management, L.P. | Sell 100% | -$160K | $0 | 0.00% | Aug 14, 2026 |
| Haven Private, LLC | Added 30.56% | +$158K | $675K | 0.26% | Jul 29, 2026 |
| Advance Capital Management, Inc. | Added 84.22% | +$155K | $339K | 0.01% | Aug 13, 2026 |
| AlphaGrep UK Ltd | Sell 100% | -$147K | $0 | 0.00% | Aug 14, 2026 |
| Independent Advisor Alliance | Added 62.15% | +$142K | $370K | 0.01% | Aug 12, 2026 |
| Flagship Private Wealth, LLC | Added 57.03% | +$141K | $389K | 0.14% | Aug 4, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Sell 100% | -$139K | $0 | 0.00% | Jul 16, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$133K | $133K | 0.00% | Aug 10, 2026 |
| Claro Advisors Inc. | Added 48.00% | +$132K | $406K | 0.04% | Jul 30, 2026 |
| Level Four Advisory Services, LLC | Reduce 17.94% | -$131K | $600K | 0.02% | Aug 10, 2026 |
| Massar Capital Management, LP | Sell 100% | -$130K | $0 | 0.00% | Aug 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | Reduce 51.93% | -$127K | $118K | 0.00% | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 18.47% | +$124K | $793K | 0.00% | Aug 13, 2026 |
| KLP Kapitalforvaltning As | Added 47.65% | +$115K | $357K | 0.00% | Aug 12, 2026 |
| Axq Capital, LP | Sell 100% | -$108K | $0 | 0.00% | Aug 6, 2026 |
| Soros Fund Management LLC | Sell 100% | -$108K | $0 | 0.00% | Aug 14, 2026 |
| First National Advisers, LLC | Reduce 6.74% | -$99.4K | $1.37M | 0.19% | Jul 21, 2026 |
| Swiss Life Asset Management Ltd | New Buy | +$96.3K | $96.3K | 0.00% | Jul 29, 2026 |
| Gotham Asset Management, LLC | Added 6.33% | +$93.2K | $1.56M | 0.00% | Aug 14, 2026 |
| Proficio Capital Partners LLC | New Buy | +$91.2K | $91.2K | 0.00% | Aug 17, 2026 |
| Capital Asset Advisory Services LLC | New Buy | +$90K | $90K | 0.00% | Aug 14, 2026 |
| Delta Investment Management, LLC | Sell 100% | -$86.4K | $0 | 0.00% | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | New Buy | +$81.1K | $81.1K | 0.01% | Jul 20, 2026 |
| Round Rock Advisors LLC | Added 100.00% | +$81.1K | $162K | 0.02% | Aug 12, 2026 |
| Apella Capital, LLC | Added 14.68% | +$80.8K | $631K | 0.01% | Jul 8, 2026 |
| Venture Visionary Partners LLC | Added 12.00% | +$80.2K | $749K | 0.02% | Jul 27, 2026 |
| Miller Financial Services LLC | Added 18.50% | +$78.3K | $502K | 0.40% | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | Added 71.67% | +$78.2K | $187K | 0.00% | Jul 17, 2026 |
| Bayforest Capital Ltd | New Buy | +$73.4K | $73.4K | 0.07% | Aug 5, 2026 |
| Independent Financial Group, LLC | Added 25.03% | +$70.9K | $354K | 0.01% | Jul 15, 2026 |
| Fourpath Capital Management, LLC | Added 23.18% | +$65.8K | $350K | 0.05% | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | Added 127.29% | +$64.7K | $115K | 0.00% | Aug 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | Sell 100% | -$63.3K | $0 | 0.00% | Jul 27, 2026 |
| TMB Capital Partners, LLC | Reduce 7.01% | -$59.8K | $794K | 0.25% | Jul 24, 2026 |
| Violich Capital Management, Inc. | Reduce 11.48% | -$56.8K | $438K | 0.05% | Jul 16, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | Sell 100% | -$55.5K | $0 | 0.00% | Jul 31, 2026 |
| CIBC Asset Management Inc | Sell 100% | -$54.6K | $0 | 0.00% | Aug 3, 2026 |
| CSS LLC | Sell 100% | -$49.7K | $0 | 0.00% | Aug 14, 2026 |
| Copia Wealth Management | Added 6.78% | +$48.5K | $764K | 0.46% | Aug 18, 2026 |
| Nwam LLC | Added 23.39% | +$44K | $232K | 0.01% | Jul 23, 2026 |
| Fisher Asset Management, LLC | Added 30.70% | +$43.1K | $184K | 0.00% | Aug 4, 2026 |
| Stratos Wealth Partners, LTD. | Added 42.04% | +$38.5K | $130K | 0.00% | Aug 11, 2026 |
| Samlyn Capital, LLC | Reduce 0.19% | -$38.3K | $20.6M | 0.33% | Aug 14, 2026 |
| Cherry Creek Investment Advisors, Inc. | Reduce 19.14% | -$36.3K | $153K | 0.06% | Jul 30, 2026 |
| Inscription Capital, LLC | Added 39.02% | +$34.1K | $122K | 0.01% | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | Reduce 28.08% | -$33.3K | $85.2K | 0.00% | Aug 14, 2026 |
| Guggenheim Capital LLC | Reduce 17.45% | -$31.7K | $150K | 0.00% | Aug 12, 2026 |
| Rossby Financial, LCC | Added 9.63% | +$31.6K | $360K | 0.07% | Aug 4, 2026 |
| Clear Harbor Asset Management, LLC | Added 4.06% | +$29.5K | $754K | 0.05% | Aug 12, 2026 |
| JT Stratford LLC | Added 4.44% | +$27.7K | $653K | 0.07% | Aug 14, 2026 |
| Bar Harbor Wealth Management | Added 30.23% | +$26.4K | $114K | 0.01% | Jul 15, 2026 |
| Blair William & Co | Reduce 10.23% | -$22.5K | $198K | 0.00% | Aug 11, 2026 |
| SHP Wealth Management | New Buy | +$22.3K | $22.3K | 0.00% | Aug 11, 2026 |
| John G Ullman & Associates Inc | Added 17.31% | +$21.9K | $148K | 0.02% | Aug 11, 2026 |
| Wellington Grp LLC | Sell 100% | -$20.5K | $0 | 0.00% | Aug 26, 2026 |
| Wealth Effects LLC | Added 4.86% | +$20.3K | $437K | 0.12% | Aug 6, 2026 |
| Xponance LLC | Added 18.97% | +$18.1K | $114K | 0.00% | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | New Buy | +$17.3K | $17.3K | 0.00% | Jul 29, 2026 |
