| Metis Global Partners, LLC | Added 18.24% | +$46M | $298M | 6.76% | Aug 10, 2026 |
| Guardian Point Capital, LP | Reduce 50.00% | -$11.5M | $11.5M | 3.53% | Aug 14, 2026 |
| Inspire Advisors, LLC | Reduce 84.45% | -$9.7M | $1.79M | 0.12% | Aug 13, 2026 |
| New Harbor Financial Group, LLC | New Buy | +$7.11M | $7.11M | 1.12% | Jul 23, 2026 |
| Empowered Funds, LLC | New Buy | +$6.3M | $6.3M | 0.03% | Aug 17, 2026 |
| Kensington Asset Management, LLC | Reduce 65.07% | -$6.15M | $3.3M | 0.18% | Aug 12, 2026 |
| Bison Wealth, LLC | Reduce 87.40% | -$4.36M | $629K | 0.06% | Jul 7, 2026 |
| Ethos Financial Group, LLC | Reduce 9.40% | -$3.71M | $35.7M | 2.39% | Aug 7, 2026 |
| MML Investors Services, LLC | Added 24.63% | +$3.5M | $17.7M | 0.04% | Aug 7, 2026 |
| Worth Asset Management, LLC | Reduce 76.38% | -$2.98M | $923K | 0.30% | Jul 8, 2026 |
| True North Advisors, LLC | New Buy | +$2.93M | $2.93M | 0.28% | Jul 22, 2026 |
| Focus Financial Network, Inc. | Reduce 20.95% | -$2.87M | $10.8M | 0.34% | Jul 9, 2026 |
| Stillwater Private Wealth, LLC | Reduce 43.07% | -$2.57M | $3.39M | 2.21% | Aug 13, 2026 |
| Garrison Bradford & Associates Inc | Sell 100% | -$2.4M | $0 | 0.00% | Jul 28, 2026 |
| Fiduciary Alliance LLC | Reduce 23.77% | -$2.28M | $7.32M | 0.49% | Jul 20, 2026 |
| Fig Financial Advisory Services Inc | Sell 100% | -$2.25M | $0 | 0.00% | Aug 10, 2026 |
| Almanack Investment Partners, LLC. | Added 5.36% | +$2.04M | $40.2M | 5.12% | Jul 30, 2026 |
| Baird Financial Group, Inc. | Added 8.72% | +$1.94M | $24.2M | 0.03% | Aug 12, 2026 |
| Savvy Advisors, Inc. | Reduce 12.29% | -$1.64M | $11.7M | 0.25% | Aug 3, 2026 |
| Foundations Investment Advisors, LLC | Reduce 50.07% | -$1.58M | $1.58M | 0.02% | Aug 14, 2026 |
| Capital Management Associates, Inc | Reduce 12.90% | -$1.29M | $8.74M | 1.76% | Jul 22, 2026 |
| Fulcrum Wealth Advisors, LLC | Reduce 10.93% | -$1.26M | $10.2M | 7.83% | Jul 21, 2026 |
| GeoWealth Management, LLC | Reduce 60.28% | -$1.16M | $765K | 0.02% | Jul 30, 2026 |
| W1M Asset Management Ltd | Added 5.27% | +$1.16M | $23.1M | 0.21% | Aug 12, 2026 |
| Moneco Advisors, LLC | Reduce 19.87% | -$1.15M | $4.63M | 0.28% | Aug 11, 2026 |
| Scarborough Advisors, LLC | Sell 100% | -$1.12M | $0 | 0.00% | Jul 21, 2026 |
| IMC-Chicago, LLC | Sell 100% | -$1.01M | $0 | 0.00% | Aug 6, 2026 |
| Clear Retirement Advice LLC | Added 20.39% | +$948K | $5.6M | 3.84% | Jul 15, 2026 |
| Sentinel Trust Co Lba | Sell 100% | -$938K | $0 | 0.00% | Jul 13, 2026 |
| Banco BTG Pactual S.A. | New Buy | +$908K | $908K | 0.08% | Aug 7, 2026 |
| Independent Advisor Alliance | Sell 100% | -$898K | $0 | 0.00% | Aug 12, 2026 |
| Kastel Capital Advisors, LLC | Reduce 18.96% | -$874K | $3.74M | 2.36% | Jul 9, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | Reduce 14.97% | -$850K | $4.83M | 0.16% | Aug 17, 2026 |
| City National Bank of Florida | New Buy | +$837K | $837K | 0.35% | Jul 15, 2026 |
| Pacific Financial Group Inc | Sell 100% | -$830K | $0 | 0.00% | Aug 13, 2026 |
| Belpointe Asset Management LLC | Reduce 39.37% | -$800K | $1.23M | 0.04% | Jul 31, 2026 |
| Norris Financial Group, LLC | Added 6.69% | +$784K | $12.5M | 4.97% | Aug 5, 2026 |
| Empirical Asset Management, LLC | Added 9.50% | +$768K | $8.86M | 1.99% | Aug 10, 2026 |
| Upper Left Wealth Management, LLC | Added 166.57% | +$758K | $1.21M | 0.67% | Jul 14, 2026 |
| Wealth Watch Advisors, INC | Reduce 15.85% | -$746K | $3.96M | 1.29% | Aug 14, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$672K | $0 | 0.00% | Aug 10, 2026 |
| Mission Wealth Management, LP | New Buy | +$644K | $644K | 0.01% | Jul 20, 2026 |
| WT Wealth Management | Reduce 3.65% | -$595K | $15.7M | 4.35% | Jul 23, 2026 |
| Fiduciary Financial Advisors | New Buy | +$572K | $572K | 0.06% | Aug 14, 2026 |
| BOS Asset Management, LLC | Reduce 20.82% | -$563K | $2.14M | 0.50% | Jul 13, 2026 |
| Berkeley Capital Partners, LLC | Sell 100% | -$558K | $0 | 0.00% | Aug 6, 2026 |
| Lido Advisors, LLC | Sell 100% | -$553K | $0 | 0.00% | Aug 7, 2026 |
| Envision Financial Transparency, LLC | Sell 100% | -$494K | $0 | 0.00% | Aug 21, 2026 |
| Awm Capital, LLC | New Buy | +$489K | $489K | 0.04% | Jul 31, 2026 |
| Stonebridge Financial Group, LLC | Added 3.26% | +$487K | $15.4M | 1.17% | Jul 6, 2026 |
| Blueprint Investment Partners LLC | New Buy | +$480K | $480K | 0.04% | Aug 4, 2026 |
| WorthPointe, LLC | Reduce 38.16% | -$477K | $773K | 0.19% | Jul 31, 2026 |
| Cypress Point Wealth Management, LLC | Sell 100% | -$460K | $0 | 0.00% | Jul 17, 2026 |
| Tidal Investments LLC | Reduce 18.91% | -$455K | $1.95M | 0.00% | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | Added 11.29% | +$454K | $4.47M | 0.30% | Aug 13, 2026 |
| Boreal Capital Management LLC | New Buy | +$443K | $443K | 0.33% | Aug 13, 2026 |
| Encompass More Asset Management | Reduce 2.24% | -$433K | $18.9M | 2.76% | Jul 14, 2026 |
| Decker Retirement Planning Inc. | Added 35.69% | +$433K | $1.65M | 0.56% | Jul 16, 2026 |
| Independent Financial Group, LLC | New Buy | +$421K | $421K | 0.01% | Jul 15, 2026 |
| Grove Bank & Trust | New Buy | +$415K | $415K | 0.04% | Jul 7, 2026 |
| Castleview Partners, LLC | Sell 100% | -$408K | $0 | 0.00% | Jul 20, 2026 |
| Go Invest LLC | Added 10.04% | +$404K | $4.43M | 1.04% | Aug 5, 2026 |
| Ameliora Wealth Management Ltd. | Reduce 2.24% | -$403K | $17.6M | 5.23% | Jul 24, 2026 |
| LFG Wealth Partners, LLC | Added 45.76% | +$401K | $1.28M | 0.60% | Aug 5, 2026 |
| D.A. Davidson & Co. | Reduce 37.19% | -$399K | $674K | 0.00% | Jul 24, 2026 |
| Anson Capital, Inc. | Reduce 22.24% | -$372K | $1.3M | 0.85% | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | Added 63.13% | +$348K | $899K | 0.04% | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | Reduce 2.74% | -$346K | $12.3M | 2.35% | Jul 14, 2026 |
| Eurizon Asset Management Hungary Ltd. | Added 10.50% | +$344K | $3.62M | 3.86% | Jul 30, 2026 |
| Elevate Capital Advisors, LLC | Reduce 30.56% | -$342K | $776K | 0.43% | Jul 31, 2026 |
| Bessemer Group Inc | Added 9.35% | +$337K | $3.94M | 0.01% | Aug 12, 2026 |
| MRWM Advisors, LLC | Added 2.68% | +$336K | $12.9M | 5.30% | Jul 29, 2026 |
| Cauble & Harre Wealth Management, Inc. | Reduce 20.97% | -$335K | $1.26M | 1.01% | Aug 11, 2026 |
| Ervin Investment Management, LLC | Added 6.01% | +$332K | $5.85M | 3.18% | Jul 14, 2026 |
| Hedges Asset Management LLC | Sell 100% | -$329K | $0 | 0.00% | Jul 27, 2026 |
| Net Worth Advisory Group | Sell 100% | -$326K | $0 | 0.00% | Jul 14, 2026 |
| NBT Bank, N.A. | Added 440.11% | +$303K | $372K | 0.02% | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | Sell 100% | -$300K | $0 | 0.00% | Aug 4, 2026 |
| OneAscent Family Office, LLC | New Buy | +$289K | $289K | 0.15% | Aug 11, 2026 |
| E Fund Management Co., Ltd. | Reduce 2.46% | -$289K | $11.4M | 0.26% | Aug 11, 2026 |
| Aspiriant, LLC | Sell 100% | -$270K | $0 | 0.00% | Jul 20, 2026 |
| Jackson Wealth Management, LLC | Sell 100% | -$270K | $0 | 0.00% | Aug 20, 2026 |
| Perennial Investment Advisors, LLC | New Buy | +$265K | $265K | 0.02% | Aug 14, 2026 |
| Wesbanco Bank Inc | Added 93.76% | +$265K | $548K | 0.01% | Jul 28, 2026 |
| Sigma Planning Corp | Reduce 35.67% | -$261K | $470K | 0.01% | Aug 7, 2026 |
| Advisor OS, LLC | Sell 100% | -$255K | $0 | 0.00% | Aug 5, 2026 |
| MJP Associates Inc | Sell 100% | -$254K | $0 | 0.00% | Aug 11, 2026 |
| IRON Financial LLC | Sell 100% | -$244K | $0 | 0.00% | Jul 22, 2026 |
| Capital Investment Counsel, LLC | New Buy | +$240K | $240K | 0.03% | Jul 15, 2026 |
| Principal Securities, Inc. | Added 13.87% | +$238K | $1.95M | 0.02% | Aug 4, 2026 |
| LaSalle St. Investment Advisors, LLC | Added 4.62% | +$234K | $5.29M | 0.65% | Aug 11, 2026 |
| Amara Financial, LLC. | Added 10.84% | +$234K | $2.39M | 1.43% | Aug 7, 2026 |
| Atria Investments, Inc | Reduce 27.58% | -$233K | $613K | 0.01% | Jul 28, 2026 |
| Soltis Investment Advisors LLC | Sell 100% | -$232K | $0 | 0.00% | Jul 31, 2026 |
| SeaCrest Wealth Management, LLC | Sell 100% | -$228K | $0 | 0.00% | Jul 9, 2026 |
| First Financial Bankshares Inc | Sell 100% | -$228K | $0 | 0.00% | Aug 11, 2026 |
| Florida Trust Wealth Management Co | Sell 100% | -$226K | $0 | 0.00% | Jul 27, 2026 |
| Bearing Point Capital, LLC | Sell 100% | -$223K | $0 | 0.00% | Aug 11, 2026 |
| Triton Financial Group Inc | Sell 100% | -$223K | $0 | 0.00% | Aug 17, 2026 |
| GDS Wealth Management | Sell 100% | -$223K | $0 | 0.00% | Aug 13, 2026 |
