| Avidian Wealth Enterprises, LLC | New Buy | +$36.3M | $36.3M | 1.00% | Jul 24, 2026 |
| Spectrum Investment Advisors, Inc. | New Buy | +$12.4M | $12.4M | 5.06% | Jul 30, 2026 |
| Foster & Motley Inc | Added 650.87% | +$8.62M | $9.95M | 0.46% | Aug 7, 2026 |
| RFG Advisory, LLC | Added 190.48% | +$4.76M | $7.26M | 0.11% | Jul 15, 2026 |
| Orgel Wealth Management, LLC | Added 1.05% | +$2.5M | $240M | 4.56% | Jul 13, 2026 |
| &Partners | Added 200.23% | +$2.27M | $3.41M | 0.01% | Aug 14, 2026 |
| Avity Investment Management Inc. | Added 101.44% | +$1.67M | $3.32M | 0.21% | Jul 9, 2026 |
| Advocacy Wealth Management, LLC | Added 2.93% | +$1.53M | $53.8M | 1.96% | Jul 29, 2026 |
| Trek Financial, LLC | Added 76.75% | +$1.38M | $3.17M | 0.16% | Aug 13, 2026 |
| TBH Global Asset Management, LLC | Added 203.87% | +$1.21M | $1.8M | 0.33% | Aug 5, 2026 |
| Econ Financial Services Corp | Added 23.28% | +$1.14M | $6.05M | 2.83% | Jul 23, 2026 |
| Alliance Private Wealth, LLC | Reduce 6.43% | -$917K | $13.3M | 4.63% | Jul 9, 2026 |
| McNamara Financial Services, Inc. | Added 3.88% | +$852K | $22.8M | 3.93% | Jul 22, 2026 |
| Smith Partners Wealth Management, LLC | Added 55.19% | +$745K | $2.1M | 1.67% | Aug 10, 2026 |
| SFG Wealth Management, LLC. | New Buy | +$610K | $610K | 0.22% | Jul 22, 2026 |
| United Capital Financial Advisors, LLC | Reduce 71.22% | -$569K | $230K | 0.00% | Aug 17, 2026 |
| Cresta Advisors, Ltd. | Added 6.29% | +$502K | $8.48M | 3.05% | Jul 22, 2026 |
| Financial Synergies Wealth Advisors, Inc. | Added 36.05% | +$451K | $1.7M | 0.14% | Jul 17, 2026 |
| Wayfinding Financial, LLC | Added 10.88% | +$423K | $4.31M | 1.63% | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | New Buy | +$421K | $421K | 0.05% | Jul 27, 2026 |
| Composition Wealth, LLC | Reduce 47.32% | -$397K | $442K | 0.01% | Jul 22, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$383K | $383K | 0.01% | Jul 28, 2026 |
| Crown Wealth Group, LLC | Sell 100% | -$373K | $0 | 0.00% | Jul 21, 2026 |
| GatePass Capital, LLC | New Buy | +$362K | $362K | 0.14% | Jul 30, 2026 |
| PAX Financial Group, LLC | Added 9.95% | +$362K | $4M | 0.59% | Aug 5, 2026 |
| GeoWealth Management, LLC | Added 12.33% | +$361K | $3.29M | 0.10% | Jul 30, 2026 |
| Essex Financial Services, Inc. | Added 6.49% | +$353K | $5.8M | 0.29% | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | Sell 100% | -$326K | $0 | 0.00% | Aug 4, 2026 |
| Western Wealth Management, LLC | New Buy | +$266K | $266K | 0.01% | Aug 14, 2026 |
| Triad Wealth Partners, LLC | New Buy | +$250K | $250K | 0.01% | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$222K | $222K | 0.00% | Aug 11, 2026 |
| Fiduciary Financial Advisors | New Buy | +$208K | $208K | 0.02% | Aug 14, 2026 |
| Parr Mcknight Wealth Management Group, LLC | Added 6.25% | +$182K | $3.1M | 0.37% | Aug 5, 2026 |
| TD Capital Management LLC | Added 152.79% | +$174K | $288K | 0.02% | Aug 6, 2026 |
| Emissary Wealth LLC | Added 53.84% | +$169K | $483K | 0.37% | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | Added 34.03% | +$132K | $519K | 0.13% | Aug 10, 2026 |
| Krilogy Financial LLC | Added 3.14% | +$112K | $3.69M | 0.11% | Jul 27, 2026 |
| Advisortrust Partners, LLC | Sell 100% | -$101K | $0 | 0.00% | Aug 10, 2026 |
| Studio Investment Management LLC | Added 38.37% | +$99.4K | $358K | 0.06% | Jul 31, 2026 |
| Essex Bank | Added 46.01% | +$95.5K | $303K | 0.07% | Jul 23, 2026 |
| Schmidt P J Investment Management Inc | Added 30.51% | +$89.3K | $382K | 0.06% | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | Added 9.10% | +$87.2K | $1.05M | 0.48% | Jul 24, 2026 |
| BAM Wealth Management, LLC | Added 5.12% | +$76.4K | $1.57M | 0.98% | Jul 14, 2026 |
| Tranquilli Financial Advisor LLC | Added 10.87% | +$72.1K | $736K | 0.40% | Aug 7, 2026 |
| DAVENPORT & Co LLC | Added 5.70% | +$65.4K | $1.21M | 0.01% | Jul 13, 2026 |
| Advyzon Investment Management, LLC | Reduce 17.88% | -$48.6K | $223K | 0.02% | Aug 14, 2026 |
| Security Financial Services, INC. | Reduce 2.68% | -$37.1K | $1.35M | 0.19% | Jul 15, 2026 |
| WCG Wealth Advisors LLC | Reduce 4.80% | -$33.3K | $660K | 0.02% | Aug 14, 2026 |
| Milestone Asset Management, LLC | Added 4.49% | +$27.4K | $637K | 0.10% | Jul 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | Added 8.30% | +$22.6K | $294K | 0.20% | Aug 5, 2026 |
| Wealth Advisors of Iowa, LLC | Reduce 1.98% | -$16.4K | $815K | 0.22% | Jul 30, 2026 |
| Signal Advisors Wealth, LLC | Added 4.12% | +$14.3K | $360K | 0.02% | Aug 4, 2026 |
| Zions Bancorporation, National Association | Sell 100% | -$12.9K | $0 | 0.00% | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 1.20% | +$11.1K | $930K | 0.00% | Jul 20, 2026 |
| Weaver Consulting Group | Reduce 1.55% | -$9.88K | $628K | 0.13% | Jul 29, 2026 |
| SYM FINANCIAL Corp | New Buy | +$8.2K | $8.2K | 0.00% | Aug 4, 2026 |
| Founders Financial Securities LLC | Added 2.49% | +$7.36K | $303K | 0.02% | Jul 31, 2026 |
| Horizon Investments, LLC | Reduce 0.02% | -$3.53K | $14.8M | 0.16% | Aug 13, 2026 |
| Mosaic Financial Group, LLC | Added 1.18% | +$2.62K | $225K | 0.14% | Aug 13, 2026 |
| Sierra Capital LLC | Added 0.40% | +$1.68K | $425K | 0.04% | Aug 14, 2026 |
| Mutual Advisors, LLC | Added 0.30% | +$1.63K | $540K | 0.01% | Aug 14, 2026 |
