| Axxcess Wealth Management, LLC | New Buy | +$7.52M | $7.52M | 0.12% | Jul 28, 2026 |
| Independent Advisor Alliance | Reduce 96.20% | -$4.3M | $170K | 0.00% | Aug 12, 2026 |
| Icon Advisers Inc | New Buy | +$2.98M | $2.98M | 0.56% | Aug 13, 2026 |
| Guggenheim Capital LLC | Added 29.12% | +$2.15M | $9.55M | 0.06% | Aug 12, 2026 |
| XML Financial, LLC | Added 10.28% | +$1.97M | $21.1M | 1.54% | Jul 24, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | New Buy | +$1.67M | $1.67M | 0.69% | Jul 24, 2026 |
| PFG Investments, LLC | Reduce 19.60% | -$1.48M | $6.07M | 0.24% | Jul 23, 2026 |
| Logan Stone Capital, LLC | Reduce 13.94% | -$1.32M | $8.13M | 1.72% | Aug 14, 2026 |
| First Heartland Consultants, Inc. | New Buy | +$1.2M | $1.2M | 0.08% | Jul 8, 2026 |
| Noble Wealth Management PBC | Added 27.31% | +$859K | $4.01M | 1.79% | Jul 1, 2026 |
| Readystate Asset Management LP | Sell 100% | -$849K | $0 | 0.00% | Aug 14, 2026 |
| Accel Wealth Management | Reduce 11.04% | -$670K | $5.4M | 1.21% | Jul 10, 2026 |
| Mission Hills Financial Advisory, LLC | New Buy | +$617K | $617K | 0.27% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$505K | $505K | 0.01% | Aug 10, 2026 |
| RMG Wealth Management LLC | Sell 100% | -$437K | $0 | 0.00% | Aug 13, 2026 |
| Oppenheimer & Co Inc | Reduce 39.90% | -$416K | $627K | 0.01% | Aug 3, 2026 |
| Absolute Investment Advisers, LLC | Added 40.45% | +$402K | $1.4M | 0.13% | Jul 21, 2026 |
| World Investment Advisors | Sell 100% | -$383K | $0 | 0.00% | Aug 14, 2026 |
| Lido Advisors, LLC | Sell 100% | -$373K | $0 | 0.00% | Aug 7, 2026 |
| Merrithew & Thorsten Inc | Reduce 1.99% | -$364K | $18M | 15.30% | Jul 31, 2026 |
| Samalin Investment Counsel, LLC | Reduce 31.26% | -$315K | $693K | 0.22% | Jul 27, 2026 |
| Independent Financial Group, LLC | Reduce 27.82% | -$312K | $810K | 0.02% | Jul 15, 2026 |
| Belpointe Asset Management LLC | Sell 100% | -$302K | $0 | 0.00% | Jul 31, 2026 |
| Evergreen Wealth Management, LLC | Added 6.35% | +$279K | $4.68M | 2.19% | Jul 31, 2026 |
| Wealth Care LLC | Sell 100% | -$278K | $0 | 0.00% | Jul 15, 2026 |
| Avestar Capital, LLC | Added 183.33% | +$267K | $413K | 0.02% | Jul 29, 2026 |
| Elm3 Financial Group, LLC | Reduce 11.91% | -$229K | $1.7M | 1.16% | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | Sell 100% | -$202K | $0 | 0.00% | Jul 28, 2026 |
| Rathbones Group PLC | Reduce 50.00% | -$180K | $180K | 0.00% | Jul 23, 2026 |
| Quarry LP | Added 40.25% | +$167K | $581K | 0.05% | Aug 14, 2026 |
| Sigma Planning Corp | Added 29.25% | +$151K | $666K | 0.02% | Aug 7, 2026 |
| AG Asset Advisory, LLC | Added 8.03% | +$147K | $1.98M | 1.60% | Aug 3, 2026 |
| McAlister, Sweet & Associates, Inc. | New Buy | +$142K | $142K | 0.08% | Jul 13, 2026 |
| Cresset Asset Management, LLC | New Buy | +$137K | $137K | 0.00% | Aug 14, 2026 |
| Level Four Advisory Services, LLC | Sell 100% | -$134K | $0 | 0.00% | Aug 10, 2026 |
| Integrity Advisory Solutions, LLC | Sell 100% | -$128K | $0 | 0.00% | Jul 31, 2026 |
| Tableaux LLC | Sell 100% | -$124K | $0 | 0.00% | Aug 7, 2026 |
| Stratos Wealth Partners, LTD. | Added 32.44% | +$122K | $496K | 0.01% | Aug 11, 2026 |
| Zullo Investment Group, Inc. | Reduce 7.59% | -$118K | $1.43M | 0.49% | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | Added 8.40% | +$117K | $1.51M | 0.06% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | Reduce 39.18% | -$109K | $169K | 0.00% | Aug 19, 2026 |
| Park Avenue Securities LLC | Added 33.47% | +$98.3K | $392K | 0.00% | Jul 20, 2026 |
| Covenant Asset Management, LLC | Reduce 6.19% | -$93.9K | $1.42M | 0.24% | Jul 20, 2026 |
| Delta Financial Advisors LLC | Reduce 22.62% | -$93.5K | $320K | 0.08% | Aug 5, 2026 |
| MML Investors Services, LLC | Added 11.17% | +$80K | $796K | 0.00% | Aug 7, 2026 |
| Triumph Capital Management | Reduce 8.25% | -$66.7K | $741K | 0.13% | Jul 21, 2026 |
| Everest Financial Group LLC | Reduce 13.86% | -$66.4K | $413K | 0.06% | Aug 10, 2026 |
| Nomura Holdings Inc | Added 35.14% | +$62.6K | $241K | 0.00% | Aug 14, 2026 |
| Madison Wealth Partners, Inc | Reduce 25.48% | -$60.2K | $176K | 0.02% | Aug 12, 2026 |
| Avior Wealth Management, LLC | Reduce 13.86% | -$55.2K | $343K | 0.01% | Jul 7, 2026 |
| Nwam LLC | Added 10.45% | +$55.1K | $582K | 0.03% | Jul 23, 2026 |
| Principal Securities, Inc. | Added 2.35% | +$53.5K | $2.33M | 0.03% | Aug 4, 2026 |
| Hollencrest Capital Management | Reduce 8.81% | -$49.3K | $510K | 0.03% | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$45.5K | $45.5K | 0.01% | Jul 23, 2026 |
| Plotkin Financial Advisors, LLC | Reduce 2.83% | -$44.8K | $1.54M | 0.64% | Aug 14, 2026 |
| TPG Advisors LLC | Reduce 22.18% | -$41.7K | $146K | 0.08% | Jul 29, 2026 |
| Accelerate Investment Advisors LLC | Reduce 7.47% | -$40K | $495K | 0.28% | Aug 12, 2026 |
| Continuum Advisory, LLC | New Buy | +$37K | $37K | 0.00% | Aug 6, 2026 |
| Hamrick Investment Counsel, llc | Sell 100% | -$36.5K | $0 | 0.00% | Aug 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 1.02% | +$30.7K | $3.04M | 0.93% | Aug 10, 2026 |
| Main Street Group, LTD | Added 3.78% | +$29.4K | $807K | 0.19% | Jul 13, 2026 |
| Smith Asset Management Co., LLC | Added 1.39% | +$27.7K | $2.02M | 1.59% | Jul 14, 2026 |
| Ameriflex Group, Inc. | Reduce 28.40% | -$27.7K | $69.8K | 0.03% | Aug 14, 2026 |
| Verus Capital Partners, LLC | Reduce 11.79% | -$27.3K | $204K | 0.01% | Aug 6, 2026 |
| GHP Investment Advisors, Inc. | Reduce 84.91% | -$27.1K | $4.81K | 0.00% | Jul 20, 2026 |
| Western Wealth Management, LLC | Reduce 7.64% | -$26.8K | $324K | 0.01% | Aug 14, 2026 |
| Beta Wealth Group, Inc. | Reduce 1.10% | -$23.4K | $2.1M | 0.79% | Jul 24, 2026 |
| United Capital Financial Advisors, LLC | Added 18.47% | +$22.2K | $143K | 0.00% | Aug 17, 2026 |
| Collaborative Wealth Managment Inc. | Added 6.18% | +$22.2K | $381K | 0.16% | Aug 5, 2026 |
| Diversify Wealth Management, LLC | Reduce 3.98% | -$20.9K | $505K | 0.01% | Jul 30, 2026 |
| Lanark Financial, Inc. | Reduce 15.52% | -$20.2K | $110K | 0.01% | Jul 21, 2026 |
| Essential Investment Partners LLC | Added 42.86% | +$19.9K | $66.2K | 0.05% | Jul 15, 2026 |
| SYM FINANCIAL Corp | Added 8.13% | +$19.7K | $262K | 0.02% | Aug 4, 2026 |
| Vision Retirement, LLC | Reduce 1.37% | -$19.1K | $1.37M | 0.33% | Jul 21, 2026 |
| Cary Street Partners Financial LLC | Added 1.72% | +$18.8K | $1.11M | 0.02% | Jul 17, 2026 |
| Advisory Advocates, LLC | Added 2.79% | +$18.1K | $667K | 0.57% | Aug 10, 2026 |
| Wedbush Securities Inc | Reduce 9.53% | -$17.2K | $163K | 0.00% | Jul 28, 2026 |
| Instrumental Wealth, LLC | Added 9.40% | +$15.1K | $175K | 0.09% | Jul 16, 2026 |
| Mark Sheptoff Financial Planning, LLC | Sell 100% | -$15K | $0 | 0.00% | Aug 13, 2026 |
| Scotia Capital Inc. | Added 9.01% | +$14.3K | $172K | 0.00% | Aug 11, 2026 |
| IFG Advisory, LLC | New Buy | +$13K | $13K | 0.00% | Aug 14, 2026 |
| MCF Advisors LLC | New Buy | +$12.9K | $12.9K | 0.00% | Aug 12, 2026 |
| Sovran Advisors, LLC | Added 1.95% | +$12.5K | $654K | 0.05% | Jul 30, 2026 |
| Key Capital Management, INC | New Buy | +$12.1K | $12.1K | 0.01% | Jul 28, 2026 |
| Align Financial, LLC | Reduce 57.14% | -$12K | $9.02K | 0.00% | Jul 27, 2026 |
| Choreo, LLC | Reduce 2.16% | -$10.4K | $468K | 0.01% | Aug 4, 2026 |
| CX Institutional | Reduce 52.15% | -$9.81K | $9K | 0.00% | Jul 2, 2026 |
| Financial Engines Advisors L.L.C. | Reduce 0.67% | -$8.53K | $1.27M | 0.00% | Aug 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | Added 2.86% | +$8.14K | $293K | 0.14% | Jul 10, 2026 |
| Arkadios Wealth Advisors | Added 1.34% | +$7.4K | $560K | 0.01% | Aug 10, 2026 |
| C2C Wealth Management, LLC | Reduce 0.55% | -$7.22K | $1.3M | 1.02% | Jul 9, 2026 |
| Bartlett & Co. Wealth Management LLC | Added 15.08% | +$6.31K | $48.1K | 0.00% | Jul 24, 2026 |
| Patten & Patten Inc | Added 2.96% | +$6.22K | $216K | 0.01% | Aug 5, 2026 |
| Assetmark, Inc | Reduce 83.61% | -$6.02K | $1.18K | 0.00% | Jul 30, 2026 |
| Great Valley Advisor Group, Inc. | Added 2.68% | +$5.93K | $227K | 0.00% | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | Sell 100% | -$5.73K | $0 | 0.00% | Jul 8, 2026 |
| Insigneo Advisory Services, LLC | Added 2.54% | +$5.58K | $225K | 0.01% | Aug 14, 2026 |
| Kingdom Financial Group LLC. | Reduce 99.11% | -$5.34K | $48 | 0.00% | Aug 7, 2026 |
| Wharton Business Group, LLC | Added 2.96% | +$5.21K | $181K | 0.01% | Aug 10, 2026 |
| Argyle Capital Partners, LLC | Reduce 1.47% | -$4.68K | $315K | 0.20% | Aug 7, 2026 |
