| Quarry LP | New Buy | +$6.83M | $6.83M | 0.57% | Aug 14, 2026 |
| Independent Advisor Alliance | Sell 100% | -$2.05M | $0 | 0.00% | Aug 12, 2026 |
| First Trust Advisors LP | Reduce 81.31% | -$884K | $203K | 0.00% | Aug 11, 2026 |
| Shaker Financial Services, LLC | New Buy | +$753K | $753K | 0.24% | Jul 15, 2026 |
| Cyndeo Wealth Partners, LLC | Reduce 20.23% | -$753K | $2.97M | 0.14% | Jul 21, 2026 |
| Mission Hills Financial Advisory, LLC | Reduce 5.40% | -$701K | $12.3M | 5.40% | Aug 14, 2026 |
| Readystate Asset Management LP | New Buy | +$640K | $640K | 0.02% | Aug 14, 2026 |
| Sit Investment Associates Inc | New Buy | +$523K | $523K | 0.01% | Aug 12, 2026 |
| Josh Arnold Investment Consultant, LLC | New Buy | +$462K | $462K | 0.29% | Aug 14, 2026 |
| Matrix Private Capital Group LLC | Added 10.50% | +$398K | $4.19M | 1.82% | Aug 14, 2026 |
| Linscomb Wealth, Inc. | Sell 100% | -$388K | $0 | 0.00% | Jul 31, 2026 |
| Lynx Capital Group Ltd | Added 19.62% | +$369K | $2.25M | 0.91% | Aug 12, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$366K | $0 | 0.00% | Jul 10, 2026 |
| Prospera Financial Services Inc | Reduce 20.75% | -$335K | $1.28M | 0.02% | Jul 15, 2026 |
| Elevate Wealth Advisory, Inc | Sell 100% | -$301K | $0 | 0.00% | Aug 14, 2026 |
| Logan Stone Capital, LLC | New Buy | +$287K | $287K | 0.06% | Aug 14, 2026 |
| Lake Street Private Wealth, LLC | Added 3.56% | +$256K | $7.44M | 0.85% | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | Reduce 14.93% | -$253K | $1.44M | 0.45% | Jul 27, 2026 |
| Castle Wealth Management LLC | Added 7.24% | +$250K | $3.71M | 1.10% | Jul 31, 2026 |
| Mgo One Seven LLC | New Buy | +$242K | $242K | 0.00% | Jul 31, 2026 |
| PKS Advisory Services, LLC | Reduce 55.46% | -$217K | $174K | 0.03% | Aug 4, 2026 |
| Wealth Advisory Solutions, LLC | Reduce 6.29% | -$216K | $3.21M | 0.66% | Jul 24, 2026 |
| Guggenheim Capital LLC | Sell 100% | -$210K | $0 | 0.00% | Aug 12, 2026 |
| Z3 Capital Partners, LLC | Reduce 7.56% | -$186K | $2.27M | 0.48% | Jul 28, 2026 |
| Howard Financial Services, Ltd. | New Buy | +$186K | $186K | 0.02% | Jul 7, 2026 |
| AlphaCore Capital LLC | Added 37.27% | +$180K | $662K | 0.01% | Aug 6, 2026 |
| HBW Advisory Services LLC | Added 21.87% | +$179K | $998K | 0.09% | Jul 16, 2026 |
| Channel Wealth LLC | Sell 100% | -$137K | $0 | 0.00% | Aug 4, 2026 |
| Indivisible Partners | Added 9.22% | +$136K | $1.61M | 0.09% | Aug 4, 2026 |
| Private Client Services, LLC | Added 65.28% | +$129K | $325K | 0.09% | Jul 6, 2026 |
| Ellis Investment Partners, LLC | New Buy | +$128K | $128K | 0.02% | Aug 5, 2026 |
| MRA Advisory Group | Sell 100% | -$121K | $0 | 0.00% | Jul 8, 2026 |
| Mutual Advisors, LLC | Added 6.96% | +$102K | $1.57M | 0.03% | Aug 14, 2026 |
| Everstar Asset Management, LLC | Added 100.00% | +$100K | $200K | 0.10% | Aug 3, 2026 |
| Baird Financial Group, Inc. | Reduce 13.18% | -$99.5K | $655K | 0.00% | Aug 12, 2026 |
| Quad-Cities Investment Group, LLC | Added 3.74% | +$91.3K | $2.53M | 0.91% | Jul 7, 2026 |
| Cooper Financial Group | Added 6.27% | +$65.3K | $1.11M | 0.09% | Jul 8, 2026 |
| Oppenheimer & Co Inc | Added 4.33% | +$58K | $1.4M | 0.01% | Aug 3, 2026 |
| Independent Financial Group, LLC | Added 1.52% | +$53K | $3.53M | 0.07% | Jul 15, 2026 |
| Lido Advisors, LLC | Added 5.20% | +$49.5K | $1M | 0.00% | Aug 7, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 7.05% | -$39.4K | $520K | 0.00% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 7.04% | -$39.4K | $520K | 0.01% | Aug 12, 2026 |
| IFG Advisory, LLC | New Buy | +$39.1K | $39.1K | 0.00% | Aug 14, 2026 |
| Avior Wealth Management, LLC | Reduce 6.76% | -$38.2K | $527K | 0.01% | Jul 7, 2026 |
| Shufro Rose & Co LLC | Added 3.54% | +$35.7K | $1.05M | 0.06% | Aug 12, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$32.6K | $32.6K | 0.01% | Aug 14, 2026 |
| Mezzasalma Advisors, LLC | Reduce 5.88% | -$31K | $496K | 0.10% | Aug 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | Reduce 5.63% | -$27.2K | $457K | 0.27% | Jul 21, 2026 |
| Regatta Capital Group, LLC | Added 3.30% | +$26.6K | $832K | 0.11% | Aug 12, 2026 |
| M Holdings Securities, Inc. | Added 4.70% | +$25K | $557K | 0.08% | Aug 11, 2026 |
| Lanark Financial, Inc. | Added 6.83% | +$24.9K | $390K | 0.03% | Jul 21, 2026 |
| &Partners | Added 3.25% | +$21.1K | $668K | 0.00% | Aug 14, 2026 |
| Kestra Private Wealth Services, LLC | Added 3.21% | +$20.3K | $653K | 0.01% | Jul 28, 2026 |
| Snowden Capital Advisors LLC | Added 11.93% | +$20.2K | $189K | 0.00% | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | Reduce 12.02% | -$19.7K | $144K | 0.02% | Aug 11, 2026 |
| HUB Investment Partners, LLC | Added 6.31% | +$18.5K | $311K | 0.01% | Jul 31, 2026 |
| Moors & Cabot, Inc. | Reduce 6.47% | -$17.7K | $255K | 0.01% | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$17.6K | $17.6K | 0.00% | Jul 28, 2026 |
| Advisory Advocates, LLC | Reduce 4.55% | -$14.8K | $310K | 0.27% | Aug 10, 2026 |
| Assetmark, Inc | Added 96.01% | +$14.5K | $29.6K | 0.00% | Jul 30, 2026 |
| Gables Capital Management Inc. | Added 81.91% | +$14.3K | $31.7K | 0.01% | Aug 10, 2026 |
| Evolve Private Wealth, LLC | Reduce 3.45% | -$13K | $365K | 0.02% | Aug 12, 2026 |
| Breakwater Capital Group | Added 5.69% | +$12.3K | $229K | 0.03% | Jul 8, 2026 |
| MML Investors Services, LLC | Added 3.12% | +$11.6K | $382K | 0.00% | Aug 7, 2026 |
| Concurrent Investment Advisors, LLC | Added 5.41% | +$11K | $215K | 0.00% | Jul 27, 2026 |
| Sound Financial Strategies Group, LLC | Added 1.96% | +$9.98K | $520K | 0.33% | Aug 10, 2026 |
| D.A. Davidson & Co. | Reduce 1.63% | -$8K | $483K | 0.00% | Jul 24, 2026 |
| Sweeney & Michel, LLC | Added 0.94% | +$7.66K | $820K | 0.22% | Aug 11, 2026 |
| Caldwell Trust Co | Reduce 1.57% | -$6.16K | $385K | 0.03% | Aug 3, 2026 |
| Auxano Advisors, LLC | Added 2.09% | +$6.13K | $300K | 0.06% | Aug 7, 2026 |
| SMH Capital Advisors Inc | Added 3.12% | +$5.74K | $190K | 0.74% | Aug 13, 2026 |
| Next Level Private LLC | Added 1.18% | +$5.55K | $476K | 0.09% | Jul 9, 2026 |
| Knightsbridge Asset Management, LLC | Reduce 3.23% | -$5.53K | $166K | 0.01% | Aug 13, 2026 |
| Mission Financial Group, LLC | Added 2.09% | +$5.31K | $259K | 0.21% | Aug 13, 2026 |
| Wealth Effects LLC | Added 1.91% | +$4.92K | $263K | 0.07% | Aug 6, 2026 |
| Geneos Wealth Management Inc. | Reduce 21.45% | -$4.92K | $18K | 0.00% | Aug 6, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$4.88K | $0 | 0.00% | Jul 20, 2026 |
| Sage Capital Management, LLC | Added 2.09% | +$3.85K | $188K | 0.07% | Jul 20, 2026 |
| Concord Wealth Partners | New Buy | +$3.69K | $3.69K | 0.00% | Jul 27, 2026 |
| PFG Investments, LLC | Reduce 1.97% | -$3.14K | $156K | 0.01% | Jul 23, 2026 |
| Abound Wealth Management | Sell 100% | -$2.27K | $0 | 0.00% | Jul 10, 2026 |
| Beaird Harris Wealth Management, LLC | Sell 100% | -$2.12K | $0 | 0.00% | Jul 8, 2026 |
| Triumph Capital Management | Reduce 3.18% | -$1.97K | $60K | 0.01% | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 0.68% | -$1.67K | $243K | 0.00% | Aug 11, 2026 |
| World Investment Advisors | Reduce 1.02% | -$1.62K | $157K | 0.00% | Aug 14, 2026 |
| WFA of San Diego, LLC | Sell 100% | -$1.51K | $0 | 0.00% | Aug 14, 2026 |
| 180 Wealth Advisors, LLC | Added 1.00% | +$1.39K | $140K | 0.01% | Jul 7, 2026 |
| Hollencrest Capital Management | Added 2.09% | +$1.39K | $68.1K | 0.00% | Aug 13, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$961 | $961 | 0.00% | Jul 10, 2026 |
| Nations Financial Group Inc, /Ia/ | Reduce 0.57% | -$788 | $137K | 0.01% | Jul 23, 2026 |
| HM Payson & Co | Added 1.05% | +$185 | $17.8K | 0.00% | Jul 17, 2026 |
| Bellevue Asset Management, LLC | Added 1.29% | +$99 | $7.74K | 0.00% | Aug 4, 2026 |
| Morse Asset Management, Inc | Added 2.12% | +$99 | $4.74K | 0.00% | Aug 13, 2026 |
| Keystone Financial Group | Added 0.03% | +$37 | $130K | 0.01% | Jul 29, 2026 |
| Aventura Private Wealth, LLC | Added 1.47% | +$25 | $1.7K | 0.00% | Jul 15, 2026 |
