| Arkadios Wealth Advisors | Sell 100% | -$8.24M | $0 | 0.00% | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 35.68% | -$7.06M | $12.7M | 0.36% | Jul 8, 2026 |
| Robinson Capital Management, LLC | Added 67.96% | +$2.64M | $6.52M | 2.88% | Aug 12, 2026 |
| Wagner Wealth Management, LLC | Added 27.42% | +$2.26M | $10.5M | 1.94% | Jul 24, 2026 |
| Park Avenue Securities LLC | New Buy | +$2.1M | $2.1M | 0.01% | Jul 20, 2026 |
| Rareview Capital LLC | New Buy | +$1.73M | $1.73M | 0.97% | Jul 23, 2026 |
| Gridiron Partners, LLC | Added 30.37% | +$1.47M | $6.32M | 3.32% | Aug 5, 2026 |
| Bramshill Investments, LLC | Added 2.51% | +$1.45M | $59.1M | 4.52% | Aug 14, 2026 |
| Sit Investment Associates Inc | Added 1906.41% | +$1.43M | $1.5M | 0.03% | Aug 12, 2026 |
| Guggenheim Capital LLC | Added 5.52% | +$1.08M | $20.7M | 0.13% | Aug 12, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | Sell 100% | -$789K | $0 | 0.00% | Jul 13, 2026 |
| GenTrust, LLC | Added 19.47% | +$756K | $4.64M | 0.18% | Aug 6, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | New Buy | +$559K | $559K | 0.17% | Aug 10, 2026 |
| Gill Capital Partners, LLC | Reduce 22.41% | -$451K | $1.56M | 0.41% | Aug 20, 2026 |
| Clear Point Advisors Inc. | Sell 100% | -$362K | $0 | 0.00% | Jul 29, 2026 |
| BTG Pactual Asset Management US LLC | Added 110.57% | +$314K | $598K | 0.04% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 3.97% | +$313K | $8.2M | 0.01% | Aug 14, 2026 |
| Wakefield Asset Management LLLP | Added 16.50% | +$293K | $2.07M | 0.47% | Aug 11, 2026 |
| Arlington Capital Management, Inc. | Sell 100% | -$283K | $0 | 0.00% | Jul 24, 2026 |
| Noble Wealth Management PBC | Added 59.61% | +$250K | $670K | 0.30% | Jul 1, 2026 |
| Commerce Bank | Sell 100% | -$167K | $0 | 0.00% | Aug 12, 2026 |
| ACT Advisors, LLC. | Sell 100% | -$162K | $0 | 0.00% | Jul 22, 2026 |
| Integrated Capital Management, Inc. | Reduce 26.86% | -$162K | $440K | 0.31% | Jul 7, 2026 |
| GeoWealth Management, LLC | Added 17.99% | +$151K | $991K | 0.03% | Jul 30, 2026 |
| RFG Advisory, LLC | Sell 100% | -$150K | $0 | 0.00% | Jul 15, 2026 |
| Baird Financial Group, Inc. | Added 39.90% | +$131K | $458K | 0.00% | Aug 12, 2026 |
| &Partners | Added 69.99% | +$121K | $293K | 0.00% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | Added 38.49% | +$117K | $422K | 0.00% | Aug 11, 2026 |
| Venture Visionary Partners LLC | Added 53.00% | +$103K | $297K | 0.01% | Jul 27, 2026 |
| Worthington Financial Partners, LLC | Reduce 6.69% | -$101K | $1.41M | 1.17% | Jul 21, 2026 |
| Wesbanco Bank Inc | New Buy | +$94.2K | $94.2K | 0.00% | Jul 28, 2026 |
| Cohen & Steers, Inc. | Added 15.71% | +$83.7K | $616K | 0.00% | Aug 14, 2026 |
| Fiera Capital Corp | Reduce 2.57% | -$65.4K | $2.48M | 0.01% | Aug 7, 2026 |
| Melfa Wealth Management, Inc. | Added 5.21% | +$60.9K | $1.23M | 0.66% | Jul 24, 2026 |
| MML Investors Services, LLC | Added 20.00% | +$45.7K | $274K | 0.00% | Aug 7, 2026 |
| Beta Wealth Group, Inc. | Reduce 28.38% | -$44.9K | $113K | 0.04% | Jul 24, 2026 |
| Hollencrest Capital Management | Reduce 25.55% | -$43K | $125K | 0.01% | Aug 13, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$41.4K | $0 | 0.00% | Jul 1, 2026 |
| Ackerman Capital Advisors, LLC | Reduce 10.43% | -$39.9K | $343K | 0.07% | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | Reduce 4.91% | -$38.4K | $744K | 0.04% | Jul 27, 2026 |
| Nomura Holdings Inc | Reduce 20.00% | -$38.1K | $152K | 0.00% | Aug 14, 2026 |
| Hudock, Inc. | Added 25.78% | +$30.1K | $147K | 0.02% | Jul 31, 2026 |
| Moors & Cabot, Inc. | Added 11.68% | +$28.9K | $277K | 0.01% | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | New Buy | +$28K | $28K | 0.00% | Aug 5, 2026 |
| Whipplewood Advisors, LLC | Added 4.91% | +$27.3K | $584K | 0.39% | Jul 27, 2026 |
| Moneta Group Investment Advisors LLC | Reduce 15.12% | -$26.8K | $151K | 0.00% | Aug 14, 2026 |
| Canal Capital Management, LLC | Reduce 18.07% | -$26.6K | $121K | 0.01% | Jul 28, 2026 |
| Ellis Investment Partners, LLC | Added 1.56% | +$25.9K | $1.69M | 0.26% | Aug 5, 2026 |
| Summit Trail Advisors, LLC | Reduce 2.34% | -$25.7K | $1.08M | 0.01% | Aug 11, 2026 |
| Natural Investments, LLC | Reduce 11.78% | -$21.6K | $162K | 0.04% | Jul 31, 2026 |
| Calamos Advisors LLC | Added 7.15% | +$21.1K | $317K | 0.00% | Jul 31, 2026 |
| Smith, Moore & Co. | Added 3.02% | +$17K | $581K | 0.04% | Aug 12, 2026 |
| Capital Investment Advisors, LLC | Reduce 9.13% | -$16.3K | $162K | 0.00% | Aug 6, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$15.4K | $0 | 0.00% | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 8.75% | -$14.6K | $152K | 0.00% | Jul 27, 2026 |
| Mcdonald Partners LLC | New Buy | +$10.5K | $10.5K | 0.00% | Jul 28, 2026 |
| CWC Advisors, LLC. | Added 10.45% | +$8.56K | $90.5K | 0.04% | Jul 21, 2026 |
| Ameriflex Group, Inc. | Sell 100% | -$8.36K | $0 | 0.00% | Aug 14, 2026 |
| Bokf, NA | New Buy | +$8.16K | $8.16K | 0.00% | Aug 10, 2026 |
| Assetmark, Inc | Sell 100% | -$7.86K | $0 | 0.00% | Jul 30, 2026 |
| Johnson Financial Group, Inc. | New Buy | +$5.33K | $5.33K | 0.00% | Aug 10, 2026 |
| Joel Isaacson & Co., LLC | Added 1.58% | +$3.78K | $242K | 0.01% | Aug 4, 2026 |
| Bright Futures Wealth Management, LLC. | Reduce 2.11% | -$1.87K | $86.9K | 0.06% | Jul 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Added 1.59% | +$1.43K | $91.5K | 0.00% | Jul 20, 2026 |
| Signature Estate & Investment Advisors LLC | Added 0.46% | +$875 | $192K | 0.00% | Jul 14, 2026 |
| Lanark Financial, Inc. | Added 1.58% | +$845 | $54.4K | 0.00% | Jul 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Added 0.41% | +$715 | $177K | 0.00% | Jul 17, 2026 |
| Cornerstone Advisory, LLC | Added 0.12% | +$616 | $513K | 0.04% | Jul 29, 2026 |
| Peterson Wealth Management | Added 1.60% | +$198 | $12.6K | 0.01% | Jul 30, 2026 |
| River Street Advisors LLC | Reduce 0.02% | -$46 | $222K | 0.07% | Jul 21, 2026 |
| Lido Advisors, LLC | Added 0.00% | +$8 | $1.8M | 0.00% | Aug 7, 2026 |
