| Arkadios Wealth Advisors | Reduce 95.20% | -$6.05M | $305K | 0.00% | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | Added 49.63% | +$5.14M | $15.5M | 0.73% | Jul 21, 2026 |
| Logan Stone Capital, LLC | Added 2737.69% | +$4.59M | $4.76M | 1.00% | Aug 14, 2026 |
| Icon Advisers Inc | New Buy | +$4.49M | $4.49M | 0.84% | Aug 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 151.02% | +$3.91M | $6.49M | 1.99% | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | Reduce 38.59% | -$2.29M | $3.64M | 0.51% | Aug 7, 2026 |
| IFG Advisory, LLC | Added 3301.14% | +$2.03M | $2.09M | 0.07% | Aug 14, 2026 |
| RFG Advisory, LLC | Added 61.12% | +$1.96M | $5.16M | 0.08% | Jul 15, 2026 |
| Meadowbrook Wealth Management, LLC | New Buy | +$1.85M | $1.85M | 1.99% | Jul 6, 2026 |
| Independent Advisor Alliance | Sell 100% | -$1.78M | $0 | 0.00% | Aug 12, 2026 |
| Alexander Labrunerie & Co., Inc. | Reduce 79.64% | -$1.73M | $442K | 0.15% | Aug 3, 2026 |
| Cohen & Steers, Inc. | Added 6.11% | +$1.46M | $25.3M | 0.04% | Aug 14, 2026 |
| PFG Investments, LLC | Reduce 5.71% | -$1.46M | $24M | 0.93% | Jul 23, 2026 |
| Insigneo Advisory Services, LLC | Added 233.88% | +$1.45M | $2.06M | 0.08% | Aug 14, 2026 |
| Guggenheim Capital LLC | Reduce 12.32% | -$1.43M | $10.2M | 0.06% | Aug 12, 2026 |
| Verus Capital Partners, LLC | Added 20.86% | +$1.33M | $7.68M | 0.42% | Aug 6, 2026 |
| Cornerstone Advisory, LLC | Reduce 11.85% | -$1.13M | $8.37M | 0.69% | Jul 29, 2026 |
| AtlasMark Financial, Inc | Added 354.10% | +$939K | $1.2M | 0.59% | Aug 17, 2026 |
| Estate Planners Group, LLC | Added 4.20% | +$917K | $22.8M | 10.30% | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | New Buy | +$882K | $882K | 0.03% | Jul 29, 2026 |
| Pasadena Private Wealth, LLC | New Buy | +$805K | $805K | 0.10% | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | Sell 100% | -$765K | $0 | 0.00% | Aug 11, 2026 |
| Navis Wealth Advisors, LLC | Reduce 40.29% | -$755K | $1.12M | 0.42% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$704K | $704K | 0.01% | Aug 10, 2026 |
| Allium Financial Advisors, LLC | Added 12.61% | +$695K | $6.2M | 4.06% | Aug 13, 2026 |
| Arlington Capital Management, Inc. | Sell 100% | -$686K | $0 | 0.00% | Jul 24, 2026 |
| Bensler, LLC | Added 7.81% | +$686K | $9.47M | 0.84% | Jul 23, 2026 |
| Noble Wealth Management PBC | Reduce 6.97% | -$673K | $8.98M | 4.02% | Jul 1, 2026 |
| Anchor Capital Management Group Inc | Reduce 32.18% | -$668K | $1.41M | 0.97% | Jul 28, 2026 |
| Buska Wealth Management, LLC | Sell 100% | -$606K | $0 | 0.00% | Jul 10, 2026 |
| Soltis Investment Advisors LLC | Sell 100% | -$606K | $0 | 0.00% | Jul 31, 2026 |
| Sentinel Advisory Group, LLC | Reduce 10.48% | -$599K | $5.12M | 2.09% | Jul 23, 2026 |
| Tradition Wealth Management, LLC | Added 52.50% | +$549K | $1.59M | 0.10% | Aug 11, 2026 |
| Choreo, LLC | New Buy | +$533K | $533K | 0.01% | Aug 4, 2026 |
| Focus Financial Network, Inc. | Added 29.90% | +$520K | $2.26M | 0.07% | Jul 9, 2026 |
| Foundations Investment Advisors, LLC | Added 180.90% | +$518K | $805K | 0.01% | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Added 72.23% | +$518K | $1.24M | 0.05% | Aug 14, 2026 |
| Lido Advisors, LLC | Added 55.57% | +$460K | $1.29M | 0.00% | Aug 7, 2026 |
| HUB Investment Partners, LLC | Reduce 25.25% | -$454K | $1.34M | 0.02% | Jul 31, 2026 |
| Mission Hills Financial Advisory, LLC | Added 3.73% | +$452K | $12.5M | 5.51% | Aug 14, 2026 |
| Diversify Wealth Management, LLC | Reduce 38.50% | -$441K | $704K | 0.01% | Jul 30, 2026 |
| &Partners | Added 35.55% | +$434K | $1.66M | 0.01% | Aug 14, 2026 |
| Principal Securities, Inc. | Added 9.13% | +$424K | $5.07M | 0.06% | Aug 4, 2026 |
| Benjamin Edwards Inc | Added 157.56% | +$423K | $691K | 0.01% | Jul 24, 2026 |
| Wealth Care LLC | Added 10.51% | +$397K | $4.17M | 3.38% | Jul 15, 2026 |
| Summitry LLC | Added 191.67% | +$384K | $585K | 0.02% | Jul 21, 2026 |
| Seaview Investment Managers LLC | Added 48.24% | +$379K | $1.16M | 0.35% | Jul 14, 2026 |
| Heirloom Wealth Management | Sell 100% | -$377K | $0 | 0.00% | Aug 3, 2026 |
| Kingstone Capital Partners Texas, LLC | Sell 100% | -$373K | $0 | 0.00% | Aug 11, 2026 |
| Capital Investment Advisors, LLC | Added 198.87% | +$368K | $553K | 0.01% | Aug 6, 2026 |
| Bennett Selby Investments LP | Sell 100% | -$346K | $0 | 0.00% | Jul 24, 2026 |
| Maridea Wealth Management LLC | Added 80.46% | +$341K | $766K | 0.08% | Aug 6, 2026 |
| Retirement Planning Group, LLC / Ny | Reduce 11.08% | -$334K | $2.68M | 1.46% | Aug 7, 2026 |
| Quantinno Capital Management LP | New Buy | +$330K | $330K | 0.00% | Aug 13, 2026 |
| Mutual Advisors, LLC | New Buy | +$317K | $317K | 0.01% | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 57.74% | -$314K | $230K | 0.02% | Jul 16, 2026 |
| Readystate Asset Management LP | New Buy | +$313K | $313K | 0.01% | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | Reduce 41.62% | -$295K | $414K | 0.02% | Aug 4, 2026 |
| Cresset Asset Management, LLC | Added 25.53% | +$294K | $1.45M | 0.01% | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | New Buy | +$276K | $276K | 0.03% | Jul 31, 2026 |
| White Knight Strategic Wealth Advisors, LLC | Added 27.84% | +$265K | $1.22M | 0.85% | Aug 14, 2026 |
| Lewis Asset Management, LLC | Reduce 31.61% | -$258K | $557K | 0.20% | Jul 21, 2026 |
| Whipplewood Advisors, LLC | Reduce 96.79% | -$252K | $8.35K | 0.01% | Jul 27, 2026 |
| Oppenheimer & Co Inc | Reduce 20.47% | -$247K | $959K | 0.01% | Aug 3, 2026 |
| Independent Financial Group, LLC | Reduce 1.93% | -$236K | $12M | 0.22% | Jul 15, 2026 |
| Creekside Partners | Added 53.32% | +$235K | $675K | 0.24% | Jul 31, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$234K | $234K | 0.01% | Aug 10, 2026 |
| Williams Jones Wealth Management, LLC. | Reduce 14.71% | -$215K | $1.24M | 0.01% | Aug 5, 2026 |
| Yukon Wealth Management, Inc. | New Buy | +$205K | $205K | 0.06% | Aug 17, 2026 |
| Adapt Wealth Advisors, LLC | Sell 100% | -$201K | $0 | 0.00% | Aug 12, 2026 |
| Attessa Capital LLC | Added 111.34% | +$200K | $381K | 0.17% | Jul 8, 2026 |
| Main Street Financial Solutions, LLC | New Buy | +$196K | $196K | 0.01% | Aug 7, 2026 |
| Convergence Financial, LLC | Sell 100% | -$195K | $0 | 0.00% | Aug 5, 2026 |
| Avior Wealth Management, LLC | Added 2.55% | +$192K | $7.72M | 0.20% | Jul 7, 2026 |
| Means Investment Co., Inc. | Reduce 9.44% | -$188K | $1.8M | 0.14% | Aug 14, 2026 |
| Leavell Investment Management, Inc. | Sell 100% | -$186K | $0 | 0.00% | Jul 21, 2026 |
| Tennessee Valley Asset Management Partners | Reduce 7.65% | -$185K | $2.24M | 0.25% | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | Reduce 24.92% | -$183K | $550K | 0.17% | Jul 27, 2026 |
| Synergy Asset Management, LLC | New Buy | +$182K | $182K | 0.02% | Jul 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | Sell 100% | -$179K | $0 | 0.00% | Jul 21, 2026 |
| World Equity Group, Inc. | Added 27.82% | +$178K | $816K | 0.18% | Jul 9, 2026 |
| Perennial Investment Advisors, LLC | Sell 100% | -$175K | $0 | 0.00% | Aug 14, 2026 |
| Morse Asset Management, Inc | Reduce 5.17% | -$173K | $3.18M | 0.53% | Aug 13, 2026 |
| Strategic Blueprint, LLC | New Buy | +$172K | $172K | 0.01% | Jul 23, 2026 |
| Consilium Wealth Advisory, LLC | Sell 100% | -$171K | $0 | 0.00% | Aug 11, 2026 |
| MML Investors Services, LLC | Added 12.15% | +$167K | $1.54M | 0.00% | Aug 7, 2026 |
| Duncan Williams Asset Management, LLC | Added 16.97% | +$165K | $1.14M | 0.26% | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 13.80% | -$163K | $1.02M | 0.01% | Aug 11, 2026 |
| Nomura Holdings Inc | Reduce 48.76% | -$159K | $167K | 0.00% | Aug 14, 2026 |
| Keystone Wealth Services, LLC | Reduce 43.49% | -$158K | $206K | 0.04% | Aug 5, 2026 |
| HF Advisory Group, LLC | Added 12.88% | +$132K | $1.16M | 0.36% | Jul 9, 2026 |
| Lifestyle Asset Management, Inc. | Added 78.81% | +$132K | $299K | 0.08% | Jul 20, 2026 |
| First Growth Capital LLC | Added 21.02% | +$131K | $755K | 0.57% | Jul 16, 2026 |
| Fiduciary Financial Advisors | New Buy | +$125K | $125K | 0.01% | Aug 14, 2026 |
| Bessemer Group Inc | New Buy | +$123K | $123K | 0.00% | Aug 12, 2026 |
| GenWealth Group, Inc. | Added 35.31% | +$118K | $453K | 0.07% | Jul 10, 2026 |
| Summit Financial, LLC | Added 1.44% | +$112K | $7.87M | 0.09% | Aug 12, 2026 |
| Flagship Private Wealth, LLC | Added 4.36% | +$111K | $2.65M | 0.94% | Aug 4, 2026 |
| LifeWealth Investments, LLC | Reduce 1.79% | -$110K | $6.06M | 1.62% | Jul 16, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$105K | $105K | 0.01% | Jul 28, 2026 |
