| Natixis Advisors, LLC | Added 11.03% | +$115M | $1.16B | 1.31% | Aug 14, 2026 |
| Wellington Management Group LLP | Reduce 27.61% | -$33.6M | $88.1M | 0.02% | Aug 14, 2026 |
| Flow Traders U.S. LLC | New Buy | +$32.3M | $32.3M | 1.33% | Aug 14, 2026 |
| Aspect Partners, LLC | Reduce 98.70% | -$19.4M | $256K | 0.10% | Jul 16, 2026 |
| TIAA Wealth Investment Management LLC | Added 1.80% | +$14M | $795M | 5.31% | Aug 10, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Added 3.61% | +$12.9M | $371M | 1.28% | Aug 10, 2026 |
| Lido Advisors, LLC | Reduce 79.58% | -$9.97M | $2.56M | 0.01% | Aug 7, 2026 |
| Ocean Park Asset Management, LLC | New Buy | +$8.64M | $8.64M | 0.42% | Jul 10, 2026 |
| Cassaday & Co Wealth Management LLC | Added 8.20% | +$8.5M | $112M | 2.10% | Aug 10, 2026 |
| Mission Wealth Management, LP | Added 28.73% | +$5.39M | $24.2M | 0.30% | Jul 20, 2026 |
| First Citizens Bank & Trust Co | Added 32.56% | +$5.28M | $21.5M | 0.32% | Jul 13, 2026 |
| Schroder Investment Management Group | New Buy | +$5.2M | $5.2M | 0.00% | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 31.28% | +$5.17M | $21.7M | 0.10% | Jul 20, 2026 |
| Moneta Group Investment Advisors LLC | Added 12.97% | +$5.01M | $43.6M | 0.32% | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 120.84% | +$5M | $9.13M | 0.08% | Aug 6, 2026 |
| Assetmark, Inc | Added 3707.94% | +$4.99M | $5.13M | 0.01% | Jul 30, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | Added 1646.59% | +$4.91M | $5.21M | 1.25% | Aug 14, 2026 |
| Rwa Wealth Partners, LLC | Reduce 71.55% | -$4.05M | $1.61M | 0.02% | Aug 7, 2026 |
| Park Avenue Securities LLC | New Buy | +$4.03M | $4.03M | 0.03% | Jul 20, 2026 |
| Beam Wealth Advisors, Inc. | Added 94.90% | +$3.25M | $6.67M | 1.47% | Jul 29, 2026 |
| &Partners | Reduce 33.73% | -$2.62M | $5.14M | 0.02% | Aug 14, 2026 |
| Financial Advisory Corp | Reduce 5.45% | -$2.61M | $45.3M | 6.00% | Jul 9, 2026 |
| Independent Advisor Alliance | Reduce 73.76% | -$2.55M | $906K | 0.02% | Aug 12, 2026 |
| Curi Capital, LLC | Added 21.22% | +$2.42M | $13.8M | 0.21% | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | New Buy | +$1.72M | $1.72M | 0.59% | Jul 7, 2026 |
| Plancorp, LLC | Reduce 4.72% | -$1.61M | $32.6M | 0.79% | Jul 14, 2026 |
| Parkwoods Wealth Partners, LLC | New Buy | +$1.45M | $1.45M | 0.23% | Jul 27, 2026 |
| Sax Wealth Advisors, LLC | Added 115.02% | +$1.44M | $2.7M | 0.11% | Jul 9, 2026 |
| OneAscent Financial Services LLC | Added 168.19% | +$1.42M | $2.27M | 0.11% | Aug 11, 2026 |
| First American Trust, FSB | Reduce 60.70% | -$1.38M | $896K | 0.05% | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | Reduce 2.91% | -$1.38M | $46M | 0.77% | Aug 10, 2026 |
| Modera Wealth Management, LLC | Reduce 1.85% | -$1.36M | $72.3M | 0.77% | Aug 3, 2026 |
| GFS Advisors, LLC | Reduce 55.97% | -$1.15M | $904K | 0.05% | Aug 13, 2026 |
| Vise Technologies, Inc. | Added 35.10% | +$1.15M | $4.42M | 0.05% | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | Added 46.79% | +$1.1M | $3.45M | 0.03% | Jul 27, 2026 |
| Professional Financial Advisors, LLC | Reduce 20.30% | -$977K | $3.84M | 0.66% | Jul 9, 2026 |
| FSM Wealth Advisors, LLC | Added 4.68% | +$883K | $19.7M | 2.10% | Jul 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | Added 4.52% | +$858K | $19.8M | 0.86% | Aug 3, 2026 |
| Bear Mountain Capital, Inc. | Added 3.04% | +$843K | $28.6M | 8.28% | Jul 20, 2026 |
| Foundation Wealth Management, LLC | Added 27.63% | +$821K | $3.79M | 2.24% | Jul 30, 2026 |
| Nicolet Bankshares Inc | Added 25.89% | +$806K | $3.92M | 0.12% | Aug 11, 2026 |
| Shakespeare Wealth Management, LLC | Added 3.22% | +$788K | $25.3M | 6.69% | Jul 20, 2026 |
| Washington Trust Bank | Added 16.12% | +$784K | $5.64M | 0.39% | Aug 5, 2026 |
| Choreo, LLC | Reduce 3.03% | -$783K | $25.1M | 0.28% | Aug 4, 2026 |
| Forefront Wealth Partners, LLC | Added 152.50% | +$778K | $1.29M | 0.40% | Aug 20, 2026 |
| Oppenheimer Asset Management Inc. | Added 12.71% | +$725K | $6.43M | 0.07% | Aug 3, 2026 |
| RiverGlades Family Offices LLC | New Buy | +$634K | $634K | 0.29% | Aug 10, 2026 |
| Quent Capital, LLC | Added 12.43% | +$615K | $5.56M | 0.34% | Aug 7, 2026 |
| Quantinno Capital Management LP | Added 45.87% | +$554K | $1.76M | 0.00% | Aug 13, 2026 |
| Hancock Whitney Corp | Reduce 13.52% | -$541K | $3.46M | 0.06% | Aug 14, 2026 |
| Whalerock Point Partners, LLC | Sell 100% | -$525K | $0 | 0.00% | Aug 13, 2026 |
| Citizens Financial Group Inc | Added 21.44% | +$487K | $2.76M | 0.03% | Aug 7, 2026 |
| CM Wealth Advisors LLC | Sell 100% | -$482K | $0 | 0.00% | Aug 10, 2026 |
| Charles Schwab Trust Co | Reduce 4.83% | -$472K | $9.31M | 0.52% | Jul 10, 2026 |
| Birch Financial Group, LLC | Added 42.24% | +$470K | $1.58M | 0.81% | Jul 15, 2026 |
| Wealthspire Retirement, LLC | Reduce 6.08% | -$461K | $7.12M | 0.39% | Aug 12, 2026 |
| NorthStar Asset Management LLC | Added 7.16% | +$454K | $6.8M | 2.76% | Aug 5, 2026 |
| American Financial Advisors, LLC | Reduce 17.76% | -$454K | $2.1M | 0.25% | Jul 14, 2026 |
| IFG Advisors, LLC | Reduce 5.21% | -$452K | $8.23M | 1.13% | Jul 22, 2026 |
| Old Mission Capital LLC | Added 136.01% | +$450K | $781K | 0.01% | Aug 14, 2026 |
| Sound Stewardship, LLC | Added 3.96% | +$430K | $11.3M | 4.65% | Jul 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 114.75% | +$420K | $786K | 0.00% | Aug 13, 2026 |
| Halbert Hargrove Global Advisors, LLC | Reduce 1.36% | -$418K | $30.4M | 1.32% | Jul 21, 2026 |
| Baird Financial Group, Inc. | Added 4.14% | +$418K | $10.5M | 0.01% | Aug 12, 2026 |
| Blueline Advisors LLC | Added 6.62% | +$414K | $6.67M | 4.62% | Jul 27, 2026 |
| Harbor Advisory Corp | Added 7.65% | +$414K | $5.83M | 1.56% | Aug 13, 2026 |
| BIP Wealth, LLC | Added 16.36% | +$412K | $2.93M | 0.08% | Aug 3, 2026 |
| Great Point Wealth Advisors, LLC | Reduce 24.73% | -$407K | $1.24M | 0.20% | Jul 23, 2026 |
| Rathbones Group PLC | Reduce 49.54% | -$407K | $414K | 0.00% | Jul 23, 2026 |
| Shoker Investment Counsel, Inc. | Added 3.42% | +$402K | $12.2M | 3.05% | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | Sell 100% | -$396K | $0 | 0.00% | Aug 4, 2026 |
| Brand Asset Management Group, Inc. | Reduce 3.43% | -$394K | $11.1M | 2.45% | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | Added 1.07% | +$393K | $37.2M | 0.70% | Jul 28, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | Added 7.64% | +$387K | $5.45M | 0.31% | Aug 5, 2026 |
| Encompass Wealth Advisors, LLC | Added 5.06% | +$372K | $7.73M | 2.35% | Jul 21, 2026 |
| Sachem Hill LLC | Reduce 3.94% | -$360K | $8.78M | 1.56% | Aug 11, 2026 |
| Wealth Architects, LLC | Reduce 2.29% | -$330K | $14.1M | 1.11% | Jul 23, 2026 |
| CFS Investment Advisory Services, LLC | Sell 100% | -$322K | $0 | 0.00% | Jul 16, 2026 |
| Arvest Investments, Inc. | Added 4.06% | +$316K | $8.1M | 0.98% | Jul 17, 2026 |
| Heritage Trust Co | Reduce 6.39% | -$306K | $4.49M | 0.39% | Aug 6, 2026 |
| Endowment Wealth Management, Inc. | Added 7.65% | +$293K | $4.13M | 1.60% | Aug 6, 2026 |
| GTS Securities LLC | Sell 100% | -$290K | $0 | 0.00% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$277K | $277K | 0.00% | Aug 10, 2026 |
| Arvest Bank Trust Division | Reduce 1.06% | -$274K | $25.5M | 1.24% | Aug 13, 2026 |
| Composition Wealth, LLC | Reduce 5.08% | -$268K | $5.01M | 0.06% | Jul 22, 2026 |
| McLean Asset Management Corp | Reduce 30.65% | -$268K | $607K | 0.08% | Aug 12, 2026 |
| Interchange Capital Partners, LLC | Reduce 20.61% | -$265K | $1.02M | 0.19% | Jul 20, 2026 |
| Facet Wealth, Inc. | New Buy | +$260K | $260K | 0.00% | Jul 27, 2026 |
| Thryve Wealth Management LLC | Sell 100% | -$260K | $0 | 0.00% | Aug 6, 2026 |
| Alesco Advisors, LLC, An ESL Co | Reduce 2.15% | -$253K | $11.5M | 0.26% | Aug 5, 2026 |
| Prospera Capital Management, LLC | New Buy | +$251K | $251K | 0.08% | Jul 27, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$249K | $0 | 0.00% | Jul 10, 2026 |
| Meeder Advisory Services, Inc. | New Buy | +$247K | $247K | 0.01% | Aug 7, 2026 |
| SVB Wealth LLC | Reduce 4.93% | -$245K | $4.72M | 0.30% | Jul 17, 2026 |
| Investors Research Corp | Reduce 5.00% | -$244K | $4.62M | 0.83% | Jul 10, 2026 |
| Blair William & Co | Added 11.14% | +$237K | $2.36M | 0.01% | Aug 11, 2026 |
| Acropolis Investment Management, LLC | Reduce 7.90% | -$234K | $2.73M | 0.11% | Jul 16, 2026 |
| Integrated Capital Management, LLC | Sell 100% | -$233K | $0 | 0.00% | Jul 31, 2026 |
| Raffa Wealth Management, LLC | Reduce 45.90% | -$225K | $265K | 0.03% | Jul 27, 2026 |
| Prospera Financial Services Inc | Reduce 37.57% | -$223K | $371K | 0.01% | Jul 15, 2026 |
