| Trustees of Dartmouth College | Added 251.06% | +$115M | $160M | 47.86% | Aug 13, 2026 |
| AIA Group Ltd | Added 9.91% | +$56.9M | $631M | 7.93% | Aug 13, 2026 |
| Modern Wealth Management, LLC | Added 92.47% | +$40M | $83.4M | 0.99% | Aug 14, 2026 |
| Annex Advisory Services, LLC | Reduce 92.83% | -$34.6M | $2.68M | 0.05% | Jul 10, 2026 |
| Tanglewood Wealth Management, Inc. | Sell 100% | -$29.5M | $0 | 0.00% | Jul 27, 2026 |
| Moneta Group Investment Advisors LLC | Added 145.62% | +$25.5M | $43M | 0.32% | Aug 14, 2026 |
| Prodigy Asset Management LLC | Added 28.44% | +$11.4M | $51.4M | 15.47% | Jul 7, 2026 |
| Atria Investments, Inc | Added 17.57% | +$10.6M | $70.9M | 0.71% | Jul 28, 2026 |
| J. Mark Nickell & Co. | Reduce 43.65% | -$9.5M | $12.3M | 9.78% | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | Added 11.41% | +$8.4M | $82.1M | 1.22% | Aug 3, 2026 |
| IFG Advisory, LLC | New Buy | +$7.56M | $7.56M | 0.27% | Aug 14, 2026 |
| Cambridge Associates LLC /Ma/ | New Buy | +$6.16M | $6.16M | 0.09% | Aug 14, 2026 |
| MML Investors Services, LLC | Reduce 15.22% | -$4.73M | $26.3M | 0.05% | Aug 7, 2026 |
| First Manhattan Co. LLC. | Added 32.05% | +$4.36M | $17.9M | 0.05% | Aug 14, 2026 |
| Legacy Advisors, LLC | Reduce 2.78% | -$4.1M | $143M | 13.36% | Jul 24, 2026 |
| Allegheny Financial Group | Added 20.01% | +$3.34M | $20M | 2.12% | Jul 22, 2026 |
| Leisure Capital Management | Added 28.44% | +$2.94M | $13.3M | 4.15% | Jul 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | Added 46.29% | +$2.44M | $7.71M | 0.26% | Aug 17, 2026 |
| Arete Wealth Advisors, LLC | Sell 100% | -$1.46M | $0 | 0.00% | Aug 13, 2026 |
| Perigon Wealth Management, LLC | Added 1.91% | +$1.38M | $73.7M | 1.16% | Aug 7, 2026 |
| Ironsides Asset Advisors, LLC | Added 64.34% | +$1.34M | $3.41M | 0.80% | Aug 12, 2026 |
| New Republic Capital, LLC | Added 6.15% | +$1.3M | $22.4M | 5.15% | Jul 31, 2026 |
| Verum Partners LLC | Added 6.20% | +$1.17M | $20.1M | 3.01% | Jul 22, 2026 |
| Legacy Solutions, LLC | New Buy | +$1.14M | $1.14M | 0.92% | Jul 6, 2026 |
| Colony Family Offices, LLC | Added 5.17% | +$1.05M | $21.3M | 4.69% | Jul 20, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | Reduce 1.03% | -$738K | $71.2M | 9.39% | Aug 14, 2026 |
| Apella Capital, LLC | Reduce 9.29% | -$662K | $6.47M | 0.09% | Jul 8, 2026 |
| Argent Trust Co | Added 10.67% | +$614K | $6.36M | 0.18% | Aug 6, 2026 |
| Nicholas Hoffman & Company, LLC. | Added 43.19% | +$581K | $1.93M | 0.04% | Aug 4, 2026 |
| Heritage Trust Co | Added 7.09% | +$554K | $8.37M | 0.72% | Aug 6, 2026 |
| Abundance Wealth Counselors | New Buy | +$541K | $541K | 0.04% | Jul 23, 2026 |
| New England Private Wealth Advisors LLC | Added 5.91% | +$515K | $9.24M | 0.89% | Aug 4, 2026 |
| CENTRAL TRUST Co | Reduce 1.48% | -$504K | $33.7M | 0.61% | Jul 31, 2026 |
| Quantinno Capital Management LP | Added 72.34% | +$485K | $1.16M | 0.00% | Aug 13, 2026 |
| LWM Advisory Services, LLC | New Buy | +$468K | $468K | 0.84% | Aug 3, 2026 |
| Win Advisors, Inc | Sell 100% | -$453K | $0 | 0.00% | Aug 4, 2026 |
| Paragon Capital Management Ltd | Added 2.51% | +$410K | $16.8M | 3.18% | Jul 29, 2026 |
| Prospera Financial Services Inc | Added 26.24% | +$395K | $1.9M | 0.03% | Jul 15, 2026 |
| Eq LLC | Added 14.15% | +$392K | $3.16M | 0.78% | Jul 23, 2026 |
| &Partners | Added 3.43% | +$387K | $11.7M | 0.05% | Aug 14, 2026 |
| Triangle Securities Wealth Management | Added 6.47% | +$328K | $5.4M | 1.07% | Jul 14, 2026 |
| Exchange Traded Concepts, LLC | Added 7.92% | +$304K | $4.15M | 0.02% | Aug 11, 2026 |
| Stonehearth Capital Management, LLC | Added 1.51% | +$277K | $18.6M | 6.36% | Jul 7, 2026 |
| Clarendon Private LLC | Added 9.96% | +$249K | $2.75M | 1.77% | Jul 22, 2026 |
| QRG Capital Management, Inc. | New Buy | +$216K | $216K | 0.00% | Jul 14, 2026 |
| Principal Securities, Inc. | New Buy | +$214K | $214K | 0.00% | Aug 4, 2026 |
| Archer Investment Management, LLC | Reduce 8.34% | -$213K | $2.33M | 0.80% | Jul 7, 2026 |
| Indivisible Partners | Added 4.39% | +$207K | $4.92M | 0.28% | Aug 4, 2026 |
| LGL Partners, LLC | Added 2.28% | +$191K | $8.6M | 3.15% | Jul 27, 2026 |
| Crusonia Wealth Advisors LLC | Reduce 1.17% | -$190K | $16.1M | 2.65% | Jul 30, 2026 |
| Pinnacle Associates Ltd | Reduce 0.55% | -$187K | $33.5M | 0.37% | Aug 3, 2026 |
| Hartford Financial Management Inc. | Added 3.20% | +$183K | $5.92M | 1.32% | Jul 24, 2026 |
| Hollow Brook Wealth Management LLC | Added 6.21% | +$177K | $3.03M | 0.60% | Aug 14, 2026 |
| Breakwater Capital Group | Added 16.73% | +$170K | $1.19M | 0.14% | Jul 8, 2026 |
| Sprinkle Financial Consultants LLC | Added 4.51% | +$164K | $3.8M | 1.49% | Jul 8, 2026 |
| Alpha Advisors, LLC | Added 1.21% | +$159K | $13.3M | 10.01% | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 3.82% | +$150K | $4.08M | 0.01% | Aug 13, 2026 |
| Diversified Trust Co | Reduce 1.83% | -$147K | $7.89M | 0.13% | Jul 17, 2026 |
| Wingate Wealth Advisors, Inc. | Added 4.49% | +$138K | $3.21M | 1.41% | Jul 29, 2026 |
| Peak Asset Management, LLC | Added 6.36% | +$134K | $2.23M | 0.33% | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | Reduce 2.38% | -$131K | $5.37M | 1.05% | Jul 22, 2026 |
| MCF Advisors LLC | Reduce 3.89% | -$128K | $3.17M | 0.11% | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | Reduce 33.39% | -$106K | $212K | 0.06% | Jul 20, 2026 |
| Auxano Advisors, LLC | Reduce 0.26% | -$104K | $39.6M | 7.50% | Aug 7, 2026 |
| Chemistry Wealth Management LLC | Added 22.90% | +$93.2K | $500K | 0.08% | Jul 9, 2026 |
| Madison Asset Management, LLC | Added 1.19% | +$92.3K | $7.83M | 0.09% | Aug 10, 2026 |
| Acumen Wealth Advisors, LLC | Reduce 95.18% | -$86.5K | $4.38K | 0.00% | Aug 3, 2026 |
| SouthState Bank Corp | Added 1.86% | +$76K | $4.16M | 0.17% | Aug 6, 2026 |
| Cibc World Market Inc. | Reduce 5.15% | -$75.1K | $1.38M | 0.00% | Aug 13, 2026 |
| Assetmark, Inc | Added 655.70% | +$64.7K | $74.5K | 0.00% | Jul 30, 2026 |
| Mutual Advisors, LLC | Added 1.14% | +$43.6K | $3.88M | 0.07% | Aug 14, 2026 |
| Commerce Advisors, LLC | Added 1.24% | +$41.1K | $3.34M | 1.82% | Aug 4, 2026 |
| Princeton Global Asset Management LLC | Added 1.11% | +$40.1K | $3.65M | 0.52% | Jul 16, 2026 |
| Berkeley, Inc | Added 2.27% | +$39.7K | $1.79M | 0.56% | Jul 24, 2026 |
| Clarity Asset Management, Inc. | Sell 100% | -$34.2K | $0 | 0.00% | Jul 16, 2026 |
| Studio Investment Management LLC | Reduce 2.29% | -$28.5K | $1.22M | 0.21% | Jul 31, 2026 |
| Lam Group, Inc. | Reduce 2.26% | -$20.2K | $872K | 0.43% | Jul 10, 2026 |
| Aspen Investment Management Inc | Added 1.44% | +$16.7K | $1.17M | 0.32% | Jul 17, 2026 |
| KFG Wealth Management, LLC | Added 3.33% | +$14.2K | $441K | 0.05% | Jul 22, 2026 |
| Principia Wealth Advisory, LLC | Reduce 7.99% | -$14.1K | $162K | 0.08% | Aug 26, 2026 |
| Kelman-Lazarov, Inc. | Added 0.08% | +$13.3K | $15.9M | 2.08% | Aug 10, 2026 |
| Benedict Financial Advisors Inc | Reduce 3.67% | -$12.6K | $331K | 0.06% | Jul 16, 2026 |
| Tidemark, LLC | New Buy | +$4.41K | $4.41K | 0.00% | Aug 10, 2026 |
| Key Financial Inc | New Buy | +$4.29K | $4.29K | 0.00% | Jul 24, 2026 |
| Quantify Chaos Advisors, LLC | Added 0.58% | +$4.12K | $711K | 2.00% | Jul 30, 2026 |
| Certior Financial Group, LLC | Added 0.20% | +$3.7K | $1.89M | 1.03% | Jul 20, 2026 |
| Gryphon Financial Partners LLC | Added 0.17% | +$1.12K | $667K | 0.06% | Aug 5, 2026 |
| 1620 Investment Advisors, Inc. | Added 5.56% | +$1.04K | $19.8K | 0.01% | Jul 14, 2026 |
| Joel Isaacson & Co., LLC | Added 0.13% | +$416 | $324K | 0.01% | Aug 4, 2026 |
| Pension & Wealth Management Advisors, Inc. | Added 0.15% | +$208 | $138K | 0.04% | Aug 7, 2026 |
| Geneos Wealth Management Inc. | Added 0.13% | +$42 | $31K | 0.00% | Aug 6, 2026 |
| TD Capital Management LLC | Added 0.82% | +$41 | $5.1K | 0.00% | Aug 6, 2026 |
