| Strategic Planning Group, LLC | Added 20.14% | +$9.95M | $59.3M | 6.46% | Jul 16, 2026 |
| First Trust Advisors LP | Added 165.34% | +$8.61M | $13.8M | 0.01% | Aug 11, 2026 |
| Uniting Wealth Partners, LLC | Added 98.09% | +$5.51M | $11.1M | 2.26% | Aug 6, 2026 |
| Channel Wealth LLC | Added 302.30% | +$4.46M | $5.93M | 1.33% | Aug 4, 2026 |
| Capital Investment Counsel, LLC | Added 44.48% | +$4.19M | $13.6M | 1.68% | Jul 15, 2026 |
| &Partners | New Buy | +$4.09M | $4.09M | 0.02% | Aug 14, 2026 |
| Ferguson Shapiro LLC | Added 16.03% | +$2.78M | $20.1M | 5.88% | Jul 9, 2026 |
| Triad Wealth Partners, LLC | New Buy | +$2.68M | $2.68M | 0.16% | Aug 10, 2026 |
| Daymark Wealth Partners, LLC | Sell 100% | -$2.61M | $0 | 0.00% | Jul 31, 2026 |
| Centennial Wealth Advisory LLC | New Buy | +$2.45M | $2.45M | 0.53% | Jul 13, 2026 |
| Beaumont Financial Advisors, LLC | Added 21.70% | +$1.57M | $8.83M | 0.56% | Aug 4, 2026 |
| Arkadios Wealth Advisors | Reduce 81.05% | -$1.38M | $322K | 0.00% | Aug 10, 2026 |
| Assetmark, Inc | New Buy | +$1.34M | $1.34M | 0.00% | Jul 30, 2026 |
| Prosperity Financial Group, Inc. | Added 84.64% | +$1.17M | $2.56M | 0.79% | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$941K | $941K | 0.00% | Jul 20, 2026 |
| Wedbush Securities Inc | Added 120.22% | +$900K | $1.65M | 0.04% | Jul 28, 2026 |
| Delta Investment Management, LLC | Added 11.40% | +$697K | $6.81M | 1.12% | Aug 13, 2026 |
| Independent Advisor Alliance | Sell 100% | -$562K | $0 | 0.00% | Aug 12, 2026 |
| Avior Wealth Management, LLC | Reduce 27.16% | -$552K | $1.48M | 0.04% | Jul 7, 2026 |
| MML Investors Services, LLC | New Buy | +$550K | $550K | 0.00% | Aug 7, 2026 |
| RFG Advisory, LLC | Reduce 34.38% | -$469K | $895K | 0.01% | Jul 15, 2026 |
| Providence First Trust Co | New Buy | +$362K | $362K | 0.10% | Jul 27, 2026 |
| Snowden Capital Advisors LLC | Added 7.34% | +$324K | $4.73M | 0.11% | Aug 13, 2026 |
| EdgeRock Capital LLC | New Buy | +$289K | $289K | 0.07% | Jul 24, 2026 |
| Accurate Wealth Management, LLC | New Buy | +$289K | $289K | 0.03% | Jul 15, 2026 |
| First Heartland Consultants, Inc. | Reduce 2.66% | -$283K | $10.3M | 0.67% | Jul 8, 2026 |
| Maia Wealth LLC | Added 23.96% | +$279K | $1.44M | 0.21% | Jul 28, 2026 |
| Park Avenue Securities LLC | Added 91.55% | +$270K | $564K | 0.00% | Jul 20, 2026 |
| DAVENPORT & Co LLC | New Buy | +$245K | $245K | 0.00% | Jul 13, 2026 |
| Independent Financial Group, LLC | New Buy | +$209K | $209K | 0.00% | Jul 15, 2026 |
| Flow Traders U.S. LLC | Added 33.81% | +$205K | $812K | 0.03% | Aug 14, 2026 |
| Philip James Wealth Mangement, LLC | Reduce 7.01% | -$141K | $1.87M | 0.21% | Jul 27, 2026 |
| BAM Wealth Management, LLC | Added 42.34% | +$133K | $449K | 0.28% | Jul 14, 2026 |
| Independent Wealth Network Inc. | Added 8.40% | +$131K | $1.69M | 0.43% | Jul 20, 2026 |
| Centerpoint Advisory Group | Added 42.04% | +$121K | $408K | 0.26% | Jul 29, 2026 |
| Atria Investments, Inc | Added 23.90% | +$109K | $565K | 0.01% | Jul 28, 2026 |
| Winebrenner Capital Management LLC | Reduce 9.61% | -$108K | $1.02M | 0.62% | Jul 15, 2026 |
| Triton Wealth Management, PLLC | Added 13.07% | +$107K | $926K | 0.28% | Aug 5, 2026 |
| Noble Wealth Management PBC | New Buy | +$98.2K | $98.2K | 0.04% | Jul 1, 2026 |
| Gladstone Institutional Advisory LLC | Added 10.98% | +$74.2K | $750K | 0.02% | Jul 27, 2026 |
| Foundations Investment Advisors, LLC | Added 1.27% | +$52.9K | $4.22M | 0.04% | Aug 14, 2026 |
| Sigma Planning Corp | Reduce 4.85% | -$42K | $823K | 0.02% | Aug 7, 2026 |
| Legacy Wealth Managment, LLC | Sell 100% | -$39.3K | $0 | 0.00% | Aug 13, 2026 |
| OneAscent Wealth Management LLC | Reduce 13.64% | -$38.5K | $244K | 0.07% | Aug 11, 2026 |
| Brookstone Capital Management | Added 2.90% | +$31.3K | $1.11M | 0.01% | Jul 15, 2026 |
| Maridea Wealth Management LLC | Added 3.62% | +$27.7K | $795K | 0.09% | Aug 6, 2026 |
| Wagner Wealth Management, LLC | Added 1.96% | +$27.2K | $1.42M | 0.26% | Jul 24, 2026 |
| Crux Wealth Advisors | Added 0.77% | +$22.2K | $2.9M | 1.01% | Jul 21, 2026 |
| LFA - Lugano Financial Advisors SA | New Buy | +$21.4K | $21.4K | 0.01% | Jul 28, 2026 |
| Brendel Financial Advisors LLC | Added 0.32% | +$17.1K | $5.43M | 2.51% | Jul 31, 2026 |
| Prospera Financial Services Inc | Added 1.08% | +$2.85K | $268K | 0.00% | Jul 15, 2026 |
| Embree Financial Group | Added 0.41% | +$992 | $241K | 0.02% | Jul 15, 2026 |
| Perigon Wealth Management, LLC | Reduce 0.32% | -$889 | $276K | 0.00% | Aug 7, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$723 | $723 | 0.00% | Aug 13, 2026 |
| Torren Management, LLC | Added 1.38% | +$538 | $39.5K | 0.02% | Jul 10, 2026 |
| Mgo One Seven LLC | Added 0.16% | +$537 | $332K | 0.01% | Jul 31, 2026 |
| Raleigh Capital Management Inc. | Added 1.39% | +$413 | $30.1K | 0.01% | Jul 21, 2026 |
| Ameriflex Group, Inc. | Reduce 0.59% | -$186 | $31.5K | 0.01% | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | Added 22.22% | +$83 | $455 | 0.00% | Jul 23, 2026 |
