| MML Investors Services, LLC | Added 131.28% | +$11M | $19.3M | 0.04% | Aug 7, 2026 |
| Measured Wealth Private Client Group, LLC | New Buy | +$6.1M | $6.1M | 1.47% | Aug 10, 2026 |
| Summit Financial, LLC | Added 119.10% | +$5.1M | $9.39M | 0.10% | Aug 12, 2026 |
| FOCUS Wealth Advisors, LLC | New Buy | +$4.79M | $4.79M | 2.22% | Jul 7, 2026 |
| Insigneo Advisory Services, LLC | Added 1067.95% | +$4.69M | $5.13M | 0.19% | Aug 14, 2026 |
| Flow Traders U.S. LLC | Reduce 60.06% | -$4.53M | $3.01M | 0.12% | Aug 14, 2026 |
| BIP Wealth, LLC | Reduce 81.40% | -$4.19M | $958K | 0.03% | Aug 3, 2026 |
| Foguth Wealth Management, LLC. | Added 52.67% | +$3.98M | $11.5M | 1.31% | Jul 21, 2026 |
| Estate Planners Group, LLC | Reduce 40.73% | -$3.91M | $5.7M | 2.58% | Aug 13, 2026 |
| Q3 Asset Management | New Buy | +$2.57M | $2.57M | 0.47% | Aug 14, 2026 |
| IFG Advisory, LLC | Added 6427.39% | +$2.44M | $2.48M | 0.09% | Aug 14, 2026 |
| Buska Wealth Management, LLC | Added 65.65% | +$2.42M | $6.1M | 2.20% | Jul 10, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | New Buy | +$2.36M | $2.36M | 1.81% | Jul 27, 2026 |
| Assetmark, Inc | Added 6.32% | +$2.24M | $37.6M | 0.06% | Jul 30, 2026 |
| Arete Wealth Advisors, LLC | New Buy | +$2.23M | $2.23M | 0.15% | Aug 13, 2026 |
| Signet Private Wealth LLC | Added 153.07% | +$1.92M | $3.17M | 2.53% | Aug 7, 2026 |
| American Alpha Advisors, LLC | New Buy | +$1.65M | $1.65M | 0.89% | Aug 14, 2026 |
| O'Connor Alternative Investments LLC | New Buy | +$1.59M | $1.59M | 0.12% | Aug 14, 2026 |
| AlTi Global, Inc. | Added 91.31% | +$1.58M | $3.31M | 0.07% | Aug 5, 2026 |
| Meitav Investment House Ltd | New Buy | +$1.57M | $1.57M | 0.01% | Jul 20, 2026 |
| Fig Financial Advisory Services Inc | Sell 100% | -$1.52M | $0 | 0.00% | Aug 10, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | New Buy | +$1.48M | $1.48M | 1.03% | Jul 21, 2026 |
| Retirement Planning Group, LLC | New Buy | +$1.45M | $1.45M | 0.04% | Aug 5, 2026 |
| MY Wealth Management Inc. | New Buy | +$1.41M | $1.41M | 0.99% | Aug 7, 2026 |
| Maridea Wealth Management LLC | New Buy | +$1.4M | $1.4M | 0.15% | Aug 6, 2026 |
| Mission Wealth Management, LP | New Buy | +$1.34M | $1.34M | 0.02% | Jul 20, 2026 |
| Ascent Advisors, LLC | New Buy | +$1.3M | $1.3M | 1.50% | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | Reduce 2.44% | -$1.26M | $50.2M | 5.80% | Jul 27, 2026 |
| Park Avenue Securities LLC | Added 78.08% | +$1.23M | $2.81M | 0.02% | Jul 20, 2026 |
| VVR Holdings LLC | Reduce 13.07% | -$1.17M | $7.8M | 3.37% | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | Added 25.11% | +$1.17M | $5.82M | 0.07% | Aug 19, 2026 |
| Spire Wealth Management | Added 402.28% | +$1.17M | $1.46M | 0.04% | Jul 15, 2026 |
| Prospera Financial Services Inc | Added 67.20% | +$1.14M | $2.83M | 0.04% | Jul 15, 2026 |
| Sonoma Allocations LLC | Added 34.54% | +$1.09M | $4.25M | 1.32% | Jul 8, 2026 |
| Kraematon Investment Advisors, Inc | Added 51.94% | +$1.05M | $3.08M | 2.30% | Jul 24, 2026 |
| National Wealth Management Group, LLC | Added 57.75% | +$1.05M | $2.86M | 0.88% | Jul 14, 2026 |
| Per Stirling Capital Management, LLC. | New Buy | +$1.03M | $1.03M | 0.10% | Aug 14, 2026 |
| Principal Securities, Inc. | Added 25.70% | +$1.03M | $5.05M | 0.06% | Aug 4, 2026 |
| Old Mission Capital LLC | Reduce 26.90% | -$1M | $2.72M | 0.04% | Aug 14, 2026 |
| SIH Partners, LLLP | New Buy | +$994K | $994K | 0.01% | Aug 14, 2026 |
| Great Valley Advisor Group, Inc. | Added 6.44% | +$962K | $15.9M | 0.25% | Aug 10, 2026 |
| Gerber, LLC | Added 142.83% | +$957K | $1.63M | 0.77% | Jul 29, 2026 |
| Mattson Financial Services, LLC | Reduce 20.82% | -$902K | $3.43M | 0.72% | Aug 4, 2026 |
| KMT Wealth Management, LLC | New Buy | +$902K | $902K | 0.76% | Aug 5, 2026 |
| Inscription Capital, LLC | Added 16.69% | +$880K | $6.16M | 0.55% | Aug 13, 2026 |
| Great Diamond Partners, LLC | Reduce 21.81% | -$872K | $3.13M | 0.54% | Jul 17, 2026 |
| BFI Infinity Ltd. | Added 5.03% | +$863K | $18M | 5.35% | Jul 10, 2026 |
| Geneos Wealth Management Inc. | Reduce 28.30% | -$854K | $2.16M | 0.04% | Aug 6, 2026 |
| Calton & Associates, Inc. | Added 120.42% | +$826K | $1.51M | 0.22% | Aug 10, 2026 |
| Hengehold Capital Management LLC | Added 4.50% | +$805K | $18.7M | 1.45% | Jul 16, 2026 |
| Independent Advisor Alliance | Sell 100% | -$799K | $0 | 0.00% | Aug 12, 2026 |
| PFG Investments, LLC | Added 222.31% | +$789K | $1.14M | 0.04% | Jul 23, 2026 |
| Paller Financial Services Inc | Reduce 7.84% | -$768K | $9.02M | 6.75% | Jul 7, 2026 |
| Advyzon Investment Management, LLC | Sell 100% | -$747K | $0 | 0.00% | Aug 14, 2026 |
| Tradition Wealth Management, LLC | Added 40.04% | +$720K | $2.52M | 0.15% | Aug 11, 2026 |
| Fiduciary Financial Advisors | New Buy | +$694K | $694K | 0.07% | Aug 14, 2026 |
| D.A. Davidson & Co. | Added 101.17% | +$685K | $1.36M | 0.01% | Jul 24, 2026 |
| Atticus Wealth Management, LLC | Added 32.18% | +$678K | $2.79M | 0.66% | Jul 15, 2026 |
| Strategic Financial Concepts, LLC | Reduce 43.13% | -$659K | $869K | 0.26% | Jul 28, 2026 |
| Basso Capital Management, L.P. | New Buy | +$647K | $647K | 0.14% | Jul 27, 2026 |
| David J Yvars Group | Added 91.62% | +$640K | $1.34M | 0.63% | Jul 7, 2026 |
| Belpointe Asset Management LLC | Reduce 39.80% | -$599K | $905K | 0.03% | Jul 31, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$598K | $598K | 0.01% | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | Added 70.09% | +$589K | $1.43M | 0.19% | Aug 11, 2026 |
| GTS Securities LLC | Added 61.57% | +$579K | $1.52M | 0.03% | Aug 14, 2026 |
| South Shore Capital Advisors | New Buy | +$579K | $579K | 0.39% | Jul 30, 2026 |
| Fischer Investment Strategies, LLC | Added 7.12% | +$572K | $8.6M | 4.11% | Jul 24, 2026 |
| B & T Capital Management DBA Alpha Capital Management | Reduce 2.33% | -$561K | $23.5M | 3.05% | Aug 7, 2026 |
| Signature Estate & Investment Advisors LLC | New Buy | +$548K | $548K | 0.01% | Jul 14, 2026 |
| Hilltop Holdings Inc. | Added 114.28% | +$536K | $1.01M | 0.08% | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | New Buy | +$509K | $509K | 0.03% | Aug 4, 2026 |
| WNY Asset Management, LLC | New Buy | +$442K | $442K | 0.04% | Aug 17, 2026 |
| Brookstone Capital Management | Added 29.52% | +$440K | $1.93M | 0.02% | Jul 15, 2026 |
| United Capital Financial Advisors, LLC | New Buy | +$413K | $413K | 0.00% | Aug 17, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | New Buy | +$411K | $411K | 0.17% | Jul 24, 2026 |
| MBA Advisors LLC | New Buy | +$407K | $407K | 0.14% | Jul 28, 2026 |
| Lido Advisors, LLC | Reduce 23.87% | -$406K | $1.29M | 0.00% | Aug 7, 2026 |
| Vise Technologies, Inc. | New Buy | +$402K | $402K | 0.00% | Aug 11, 2026 |
| Betterment LLC | New Buy | +$398K | $398K | 0.00% | Aug 14, 2026 |
| Victory Financial Group, LLC | New Buy | +$391K | $391K | 0.04% | Jul 29, 2026 |
| Wedmont Private Capital | New Buy | +$380K | $380K | 0.01% | Jul 13, 2026 |
| Kintra Wealth, LLC | New Buy | +$380K | $380K | 0.02% | Aug 14, 2026 |
| Western Wealth Management, LLC | Added 7.56% | +$377K | $5.36M | 0.18% | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | New Buy | +$374K | $374K | 0.04% | Jul 31, 2026 |
| Tucker Asset Management LLC | Added 108.40% | +$371K | $714K | 0.18% | Aug 27, 2026 |
| Rathbones Group PLC | Reduce 44.96% | -$369K | $451K | 0.00% | Jul 23, 2026 |
| Oppenheimer & Co Inc | Added 37.30% | +$366K | $1.35M | 0.01% | Aug 3, 2026 |
| Insight Advisors, LLC/ PA | Added 21.30% | +$364K | $2.07M | 0.37% | Aug 5, 2026 |
| Fortress Private Ledger, LLC | New Buy | +$357K | $357K | 0.10% | Aug 7, 2026 |
| Bravera Wealth | Added 11.40% | +$354K | $3.46M | 1.33% | Jul 23, 2026 |
| Accurate Wealth Management, LLC | Added 20.24% | +$343K | $2.04M | 0.19% | Jul 15, 2026 |
| Nwam LLC | New Buy | +$332K | $332K | 0.02% | Jul 23, 2026 |
| Joseph P. Lucia & Associates, LLC | New Buy | +$331K | $331K | 0.10% | Aug 7, 2026 |
| GK Wealth Management LLC | New Buy | +$331K | $331K | 0.17% | Jul 7, 2026 |
| Merrion Investment Management Co, LLC | New Buy | +$331K | $331K | 0.16% | Jul 13, 2026 |
| Stonebridge Financial Planning Group, LLC | Added 19.64% | +$330K | $2.01M | 0.64% | Jul 31, 2026 |
| Thompson David Blair | New Buy | +$327K | $327K | 0.16% | Aug 14, 2026 |
| Wealthcare Capital Partners, LLC | Added 82.86% | +$325K | $718K | 0.30% | Jul 9, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$320K | $320K | 0.01% | Aug 10, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 16.73% | +$316K | $2.21M | 0.11% | Jul 23, 2026 |
