| Allstate Corp | New Buy | +$41.7M | $41.7M | 0.42% | Aug 13, 2026 |
| L2 Asset Management, LLC | Reduce 49.30% | -$14.7M | $15.1M | 1.57% | Aug 13, 2026 |
| Bouchey Financial Group, Ltd. | Reduce 21.51% | -$7.16M | $26.1M | 1.69% | Jul 27, 2026 |
| Caitlin John, LLC | Reduce 78.57% | -$6M | $1.64M | 0.89% | Aug 17, 2026 |
| Permanens Capital L.P. | Reduce 18.52% | -$5.66M | $24.9M | 2.56% | Aug 14, 2026 |
| FF Advisors,LLC | Added 120.99% | +$4.96M | $9.07M | 3.40% | Jul 29, 2026 |
| Atria Investments, Inc | New Buy | +$3.8M | $3.8M | 0.04% | Jul 28, 2026 |
| Vident Advisory, LLC | Reduce 84.37% | -$3.43M | $635K | 0.00% | Aug 12, 2026 |
| Old Mission Capital LLC | Sell 100% | -$2.03M | $0 | 0.00% | Aug 14, 2026 |
| Andina Capital Management, LLC | Reduce 81.52% | -$1.99M | $450K | 0.73% | Aug 5, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.36M | $1.36M | 0.14% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 310.58% | +$1.17M | $1.54M | 0.01% | Jul 13, 2026 |
| White & Co Financial Planning Inc | Added 13.12% | +$1.12M | $9.68M | 5.99% | Jul 16, 2026 |
| WT Wealth Management | Added 13.29% | +$1.03M | $8.74M | 2.42% | Jul 23, 2026 |
| MML Investors Services, LLC | Added 50.17% | +$950K | $2.84M | 0.01% | Aug 7, 2026 |
| Systelligence, LLC | Added 15.75% | +$944K | $6.94M | 1.16% | Jul 14, 2026 |
| Blair William & Co | Reduce 18.49% | -$916K | $4.04M | 0.01% | Aug 11, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$878K | $0 | 0.00% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 95.46% | -$872K | $41.4K | 0.00% | Jul 30, 2026 |
| Peregrine Asset Advisers, Inc. | New Buy | +$867K | $867K | 0.19% | Aug 10, 2026 |
| Arrowroot Family Office, LLC | Added 16.38% | +$720K | $5.11M | 1.46% | Aug 6, 2026 |
| RiverFront Investment Group, LLC | Added 0.37% | +$716K | $192M | 2.54% | Jul 29, 2026 |
| Keeler Thomas Management LLC | New Buy | +$678K | $678K | 0.24% | Jul 30, 2026 |
| Xcelsior Advisor Partners LLC | New Buy | +$610K | $610K | 0.08% | Aug 14, 2026 |
| Absolute Capital Management, LLC | Added 131.64% | +$547K | $962K | 0.24% | Jul 24, 2026 |
| Prairiewood Capital, LLC | Added 10.40% | +$494K | $5.25M | 1.36% | Jul 28, 2026 |
| Howe & Rusling Inc | Sell 100% | -$463K | $0 | 0.00% | Aug 10, 2026 |
| WestHill Financial Advisors, Inc. | Added 3.14% | +$450K | $14.8M | 2.51% | Jul 21, 2026 |
| Mutual Advisors, LLC | Added 8.70% | +$418K | $5.22M | 0.10% | Aug 14, 2026 |
| Trilogy Capital Inc. | Reduce 59.52% | -$352K | $239K | 0.01% | Jul 6, 2026 |
| Facet Wealth, Inc. | Added 87.77% | +$325K | $695K | 0.01% | Jul 27, 2026 |
| Steelhead Wealth Management LLC | New Buy | +$321K | $321K | 0.13% | Aug 14, 2026 |
| Rossby Financial, LCC | Added 141.65% | +$307K | $525K | 0.10% | Aug 4, 2026 |
| Edgemoor Investment Advisors, Inc. | New Buy | +$281K | $281K | 0.02% | Aug 7, 2026 |
| Bank of New Hampshire | Added 5.18% | +$276K | $5.6M | 1.17% | Jul 14, 2026 |
| Mission Wealth Management, LP | New Buy | +$272K | $272K | 0.00% | Jul 20, 2026 |
| Wealth Forward, LLC | New Buy | +$267K | $267K | 0.13% | Jul 29, 2026 |
| ARS Wealth Advisors Group, LLC | New Buy | +$261K | $261K | 0.02% | Jul 16, 2026 |
| Integral Investment Advisors, Inc. | Added 16.43% | +$250K | $1.77M | 0.39% | Jul 7, 2026 |
| Private Wealth Asset Management, LLC | Sell 100% | -$240K | $0 | 0.00% | Aug 11, 2026 |
| AssuredPartners Investment Advisors, LLC | Added 4.91% | +$237K | $5.06M | 0.49% | Aug 10, 2026 |
| Baird Financial Group, Inc. | Sell 100% | -$233K | $0 | 0.00% | Aug 12, 2026 |
| Entelevest, LLC | Added 7.47% | +$225K | $3.24M | 2.77% | Jul 22, 2026 |
| Sovran Advisors, LLC | New Buy | +$215K | $215K | 0.02% | Jul 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | Added 27.20% | +$211K | $988K | 0.00% | Jul 29, 2026 |
| Charles Schwab Trust Co | Added 1.79% | +$207K | $11.8M | 0.66% | Jul 10, 2026 |
| Valtinson Bruner Financial Planning LLC | New Buy | +$201K | $201K | 0.05% | Aug 3, 2026 |
| Seek First Inc. | Reduce 3.72% | -$164K | $4.24M | 2.67% | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 28.66% | -$150K | $374K | 0.00% | Jul 17, 2026 |
| Avidian Wealth Enterprises, LLC | Added 20.07% | +$150K | $897K | 0.02% | Jul 24, 2026 |
| Cascades Capital Asset Management, LLC | Added 5.39% | +$148K | $2.9M | 1.07% | Aug 14, 2026 |
| Betterment LLC | Added 48.10% | +$144K | $442K | 0.00% | Aug 14, 2026 |
| WFA of San Diego, LLC | Added 4.43% | +$137K | $3.23M | 2.64% | Aug 14, 2026 |
| Worth Asset Management, LLC | Added 12.14% | +$134K | $1.24M | 0.40% | Jul 8, 2026 |
| Scotia Capital Inc. | Added 37.57% | +$134K | $489K | 0.00% | Aug 11, 2026 |
| MFG Wealth Management, Inc. | Added 4.43% | +$133K | $3.14M | 2.24% | Jul 8, 2026 |
| Ogorek Anthony Joseph /Ny/ | Added 1.25% | +$132K | $10.7M | 2.66% | Aug 7, 2026 |
| Certior Financial Group, LLC | Added 7.30% | +$121K | $1.78M | 0.98% | Jul 20, 2026 |
| Madden Advisory Services, Inc. | Reduce 2.32% | -$121K | $5.09M | 1.83% | Aug 4, 2026 |
| RMG Wealth Management LLC | Sell 100% | -$116K | $0 | 0.00% | Aug 13, 2026 |
| Money Concepts Capital Corp | Added 16.82% | +$113K | $784K | 0.04% | Aug 4, 2026 |
| Beacon Bridge Wealth Partners, LLC | Reduce 3.63% | -$103K | $2.74M | 0.78% | Aug 5, 2026 |
| Van Strum & Towne Inc. | Reduce 0.88% | -$101K | $11.4M | 3.11% | Aug 3, 2026 |
| Glassman Wealth Services | New Buy | +$101K | $101K | 0.01% | Aug 5, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 3.80% | -$99.8K | $2.52M | 0.02% | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | Added 58.91% | +$86.7K | $234K | 0.00% | Aug 12, 2026 |
| Independent Advisor Alliance | Reduce 26.76% | -$77.9K | $213K | 0.01% | Aug 12, 2026 |
| Addison Advisors LLC | New Buy | +$65.1K | $65.1K | 0.03% | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | Sell 100% | -$62.6K | $0 | 0.00% | Jul 23, 2026 |
| Essex LLC | Added 2.99% | +$59.1K | $2.03M | 0.31% | Jul 24, 2026 |
| Integrity Alliance, LLC. | Added 3.65% | +$57.5K | $1.63M | 0.05% | Jul 31, 2026 |
| United Capital Financial Advisors, LLC | Reduce 20.31% | -$57K | $224K | 0.00% | Aug 17, 2026 |
| Beacon Capital Management, Inc. | Sell 100% | -$53.1K | $0 | 0.00% | Aug 13, 2026 |
| Sculati Wealth Management, LLC | Added 4.29% | +$50K | $1.21M | 0.41% | Jul 21, 2026 |
| Bartlett & Co. Wealth Management LLC | Added 48.85% | +$49.8K | $152K | 0.00% | Jul 24, 2026 |
| Bestgate Wealth Advisors, LLC | Added 2.72% | +$49.5K | $1.87M | 2.98% | Jul 30, 2026 |
| Main Street Research LLC | Added 4.88% | +$48.9K | $1.05M | 0.05% | Jul 29, 2026 |
| Principal Securities, Inc. | Added 9.50% | +$47.6K | $549K | 0.01% | Aug 4, 2026 |
| Kaizen Financial Strategies | Added 0.57% | +$47K | $8.35M | 2.71% | Jul 30, 2026 |
| Flagstar Securities, Inc | Added 7.03% | +$45.5K | $692K | 0.21% | Jul 15, 2026 |
| DecisionPoint Financial, LLC | Reduce 1.17% | -$43.1K | $3.63M | 0.67% | Aug 5, 2026 |
| Advisors Capital Management, LLC | Reduce 2.70% | -$40.1K | $1.45M | 0.02% | Aug 11, 2026 |
| Selective Wealth Management, Inc. | Reduce 15.23% | -$39.2K | $218K | 0.06% | Jul 20, 2026 |
| Vermillion Wealth Management, Inc. | Sell 100% | -$39.2K | $0 | 0.00% | Jul 16, 2026 |
| &Partners | Reduce 10.49% | -$37.4K | $319K | 0.00% | Aug 14, 2026 |
| Mosley Wealth Management | New Buy | +$28.6K | $28.6K | 0.01% | Jul 23, 2026 |
| Quantinno Capital Management LP | Added 12.37% | +$26.3K | $239K | 0.00% | Aug 13, 2026 |
| Robinswood Financial LLC | New Buy | +$24.9K | $24.9K | 0.01% | Jul 15, 2026 |
| Citizens National Bank Trust Department | Added 1.07% | +$22.9K | $2.17M | 0.32% | Jul 22, 2026 |
| Synergy Investment Management, LLC | Sell 100% | -$22.7K | $0 | 0.00% | Aug 14, 2026 |
| Brookstone Capital Management | Added 5.07% | +$22.7K | $469K | 0.00% | Jul 15, 2026 |
| WealthBridge Capital Management, LLC | Added 4.41% | +$22.6K | $536K | 0.11% | Jul 24, 2026 |
| CrossGen Wealth, LLC | New Buy | +$21.6K | $21.6K | 0.02% | Jul 24, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$21.2K | $0 | 0.00% | Jul 20, 2026 |
| Asset Dedication, LLC | Reduce 87.67% | -$20.8K | $2.93K | 0.00% | Jul 30, 2026 |
| Mitchell Sinkler & Starr | Reduce 7.99% | -$20.4K | $235K | 0.10% | Jul 21, 2026 |
| Principia Wealth Advisory, LLC | Reduce 74.06% | -$18.2K | $6.38K | 0.00% | Aug 26, 2026 |
| Kozak & Associates, Inc. | Reduce 100.00% | -$18.1K | $5 | 0.00% | Jul 2, 2026 |
| Guardian Financial Partners, LLC | Reduce 6.72% | -$17.6K | $244K | 0.10% | Jul 15, 2026 |
| San Luis Wealth Advisors LLC | Added 8.58% | +$17.6K | $222K | 0.03% | Jul 16, 2026 |
