| Banco Bilbao Vizcaya Argentaria, S.A. | Reduce 10.55% | -$7.9M | $66.9M | 0.42% | Aug 12, 2026 |
| Encompass More Asset Management | Sell 100% | -$5.95M | $0 | 0.00% | Jul 14, 2026 |
| Virtue Capital Management, LLC | Sell 100% | -$4.42M | $0 | 0.00% | Aug 5, 2026 |
| Arcus Capital Partners, LLC | Sell 100% | -$4.16M | $0 | 0.00% | Aug 14, 2026 |
| Mission Creek Capital Partners, Inc. | Reduce 26.21% | -$3.75M | $10.6M | 1.86% | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | Added 11.02% | +$3.12M | $31.5M | 5.59% | Jul 24, 2026 |
| Capital Management Associates, Inc | Reduce 17.73% | -$2.72M | $12.6M | 2.54% | Jul 22, 2026 |
| Cardinal Strategic Wealth Guidance | Sell 100% | -$2.58M | $0 | 0.00% | Jul 30, 2026 |
| New York Life Investment Management LLC | Reduce 63.84% | -$1.98M | $1.12M | 0.01% | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 17.30% | -$1.98M | $9.45M | 0.09% | Aug 14, 2026 |
| Level Four Advisory Services, LLC | Reduce 67.90% | -$1.92M | $910K | 0.03% | Aug 10, 2026 |
| Mainstay Capital Management LLC | Sell 100% | -$1.77M | $0 | 0.00% | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | Sell 100% | -$1.71M | $0 | 0.00% | Jul 30, 2026 |
| Castleview Partners, LLC | Sell 100% | -$1.63M | $0 | 0.00% | Jul 20, 2026 |
| IMC-Chicago, LLC | Added 118.75% | +$1.61M | $2.96M | 0.00% | Aug 6, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 14.17% | -$1.58M | $9.55M | 0.18% | Aug 12, 2026 |
| RFG Advisory, LLC | Sell 100% | -$1.52M | $0 | 0.00% | Jul 15, 2026 |
| Tidal Investments LLC | Added 467.23% | +$1.47M | $1.78M | 0.00% | Aug 13, 2026 |
| Empowered Funds, LLC | Added 63.34% | +$1.38M | $3.55M | 0.02% | Aug 17, 2026 |
| AMG National Trust Bank | Reduce 5.97% | -$1.31M | $20.6M | 0.42% | Aug 7, 2026 |
| Intrepid Family Office LLC | Reduce 30.56% | -$1.24M | $2.81M | 2.08% | Aug 14, 2026 |
| Robinson Value Management, Ltd. | Reduce 80.32% | -$957K | $234K | 0.13% | Aug 10, 2026 |
| Systelligence, LLC | Added 30.48% | +$950K | $4.06M | 0.68% | Jul 14, 2026 |
| IFG Advisory, LLC | Added 1288.85% | +$904K | $974K | 0.03% | Aug 14, 2026 |
| Banco BTG Pactual S.A. | New Buy | +$874K | $874K | 0.07% | Aug 7, 2026 |
| Seeds Investor LLC | Added 19.72% | +$861K | $5.23M | 0.54% | Aug 12, 2026 |
| FLP Wealth Management, LLC | Added 59.59% | +$844K | $2.26M | 4.02% | Jul 28, 2026 |
| BIP Wealth, LLC | New Buy | +$826K | $826K | 0.02% | Aug 3, 2026 |
| Independent Advisor Alliance | Sell 100% | -$795K | $0 | 0.00% | Aug 12, 2026 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | New Buy | +$726K | $726K | 0.03% | Jul 23, 2026 |
| Optivise Advisory Services LLC | Sell 100% | -$711K | $0 | 0.00% | Jul 13, 2026 |
| New Harbor Financial Group, LLC | New Buy | +$705K | $705K | 0.11% | Jul 23, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 17.13% | +$674K | $4.61M | 0.22% | Jul 23, 2026 |
| Focus Financial Network, Inc. | Sell 100% | -$669K | $0 | 0.00% | Jul 9, 2026 |
| Apeiron RIA LLC | Reduce 20.04% | -$632K | $2.52M | 0.65% | Jul 16, 2026 |
| Thrivent Financial for Lutherans | Reduce 59.02% | -$602K | $418K | 0.00% | Aug 14, 2026 |
| Vista Investment Partners II, LLC | Sell 100% | -$561K | $0 | 0.00% | Jul 21, 2026 |
| Blair William & Co | Reduce 44.97% | -$534K | $653K | 0.00% | Aug 11, 2026 |
| JBR Co Financial Management Inc | New Buy | +$516K | $516K | 0.19% | Jul 9, 2026 |
| Bauman Advisory Group, LLC | Reduce 61.45% | -$510K | $320K | 0.17% | Aug 4, 2026 |
| MML Investors Services, LLC | Added 13.03% | +$486K | $4.21M | 0.01% | Aug 7, 2026 |
| Silver Coast Investments LLC | Added 16.72% | +$480K | $3.35M | 1.00% | Jul 24, 2026 |
| Soltis Investment Advisors LLC | Sell 100% | -$477K | $0 | 0.00% | Jul 31, 2026 |
| Interchange Capital Partners, LLC | New Buy | +$476K | $476K | 0.09% | Jul 20, 2026 |
| Atria Investments, Inc | New Buy | +$453K | $453K | 0.00% | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | Reduce 66.55% | -$434K | $218K | 0.01% | Aug 4, 2026 |
| Pinnacle Financial Partners, Inc. | Added 29.60% | +$427K | $1.87M | 0.01% | Aug 14, 2026 |
| Whittier Trust Co | Added 329.68% | +$426K | $555K | 0.01% | Jul 28, 2026 |
| Wealth Watch Advisors, INC | Reduce 15.07% | -$415K | $2.34M | 0.76% | Aug 14, 2026 |
| Asset One Wealth Management LLC | Added 14.02% | +$413K | $3.35M | 0.35% | Aug 13, 2026 |
| Prospera Financial Services Inc | Added 22.17% | +$377K | $2.08M | 0.03% | Jul 15, 2026 |
| PFG Advisors | Sell 100% | -$372K | $0 | 0.00% | Jul 16, 2026 |
| Lido Advisors, LLC | Sell 100% | -$356K | $0 | 0.00% | Aug 7, 2026 |
| BKM Wealth Management, LLC | Sell 100% | -$341K | $0 | 0.00% | Jul 29, 2026 |
| Pure Financial Advisors, LLC | Sell 100% | -$336K | $0 | 0.00% | Aug 17, 2026 |
| First Heartland Consultants, Inc. | Sell 100% | -$330K | $0 | 0.00% | Jul 8, 2026 |
| Fifth Third Securities, Inc. | Sell 100% | -$316K | $0 | 0.00% | Jul 15, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$305K | $0 | 0.00% | Jul 28, 2026 |
| Blue Capital, Inc. | Added 20.10% | +$286K | $1.71M | 1.08% | Aug 11, 2026 |
| Eurizon Asset Management Hungary Ltd. | Added 500.00% | +$281K | $337K | 0.36% | Jul 30, 2026 |
| Braun-Bostich & Associates Inc. | Sell 100% | -$275K | $0 | 0.00% | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | New Buy | +$272K | $272K | 0.00% | Aug 12, 2026 |
| Anson Capital, Inc. | Reduce 26.32% | -$270K | $755K | 0.49% | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | Sell 100% | -$261K | $0 | 0.00% | Jul 17, 2026 |
| Keystone Wealth Services, LLC | Sell 100% | -$259K | $0 | 0.00% | Aug 5, 2026 |
| Horst & Graben Wealth Management LLC | Sell 100% | -$257K | $0 | 0.00% | Jul 22, 2026 |
| Capital Wealth Alliance, LLC | Sell 100% | -$252K | $0 | 0.00% | Jul 31, 2026 |
| Saxon Interests, Inc. | Sell 100% | -$250K | $0 | 0.00% | Aug 12, 2026 |
| Magnolia Private Wealth, LLC | Sell 100% | -$248K | $0 | 0.00% | Aug 5, 2026 |
| Wealthgarden F.S. LLC | Sell 100% | -$245K | $0 | 0.00% | Jul 31, 2026 |
| Quantum Portfolio Management LLC | Reduce 31.75% | -$241K | $517K | 0.19% | Aug 14, 2026 |
| Pacific Park Financial, Inc. | Sell 100% | -$237K | $0 | 0.00% | Jul 21, 2026 |
| Goldstein Advisors, LLC | Sell 100% | -$237K | $0 | 0.00% | Jul 20, 2026 |
| Worth Asset Management, LLC | Sell 100% | -$236K | $0 | 0.00% | Jul 8, 2026 |
| Hidden Cove Wealth Management, LLC | Sell 100% | -$233K | $0 | 0.00% | Jul 22, 2026 |
| Byrne Financial Freedom, LLC | Added 5.67% | +$230K | $4.29M | 1.67% | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | Sell 100% | -$229K | $0 | 0.00% | Jul 24, 2026 |
| First Business Financial Services, Inc. | Sell 100% | -$226K | $0 | 0.00% | Jul 28, 2026 |
| Ignite Planners, LLC | New Buy | +$226K | $226K | 0.03% | Jul 23, 2026 |
| SHP Wealth Management | Sell 100% | -$224K | $0 | 0.00% | Aug 11, 2026 |
| Peak Financial Management, Inc. | New Buy | +$222K | $222K | 0.05% | Jul 20, 2026 |
| Csenge Advisory Group | Sell 100% | -$221K | $0 | 0.00% | Aug 10, 2026 |
| Kingswood Wealth Advisors, LLC | Sell 100% | -$220K | $0 | 0.00% | Jul 27, 2026 |
| Inspire Advisors, LLC | Added 17.04% | +$218K | $1.5M | 0.10% | Aug 13, 2026 |
| Violich Capital Management, Inc. | Sell 100% | -$215K | $0 | 0.00% | Jul 16, 2026 |
| Choate Investment Advisors | Sell 100% | -$213K | $0 | 0.00% | Aug 11, 2026 |
| Mgo One Seven LLC | Reduce 37.76% | -$209K | $345K | 0.01% | Jul 31, 2026 |
| Baker Ellis Asset Management LLC | Sell 100% | -$208K | $0 | 0.00% | Jul 23, 2026 |
| Paragon Advisors, LLC | Sell 100% | -$207K | $0 | 0.00% | Jul 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Sell 100% | -$203K | $0 | 0.00% | Aug 7, 2026 |
| Argyle Capital Partners, LLC | Sell 100% | -$203K | $0 | 0.00% | Aug 7, 2026 |
| Avior Wealth Management, LLC | Added 4.57% | +$192K | $4.4M | 0.12% | Jul 7, 2026 |
| Texas Yale Capital Corp. | Reduce 24.53% | -$182K | $560K | 0.01% | Aug 12, 2026 |
| Index Technologies Group LLC | Reduce 30.46% | -$174K | $397K | 0.32% | Aug 14, 2026 |
| VestGen Advisors, LLC | Added 67.47% | +$174K | $431K | 0.01% | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | Reduce 34.59% | -$171K | $324K | 0.00% | Aug 19, 2026 |
| Sheets Smith Wealth Management | Reduce 11.19% | -$170K | $1.35M | 0.13% | Jul 13, 2026 |
| BOS Asset Management, LLC | Reduce 18.91% | -$162K | $695K | 0.16% | Jul 13, 2026 |
| Nadler Financial Group, Inc. | Reduce 20.53% | -$159K | $616K | 0.05% | Jul 30, 2026 |
| SMART Wealth LLC | Reduce 6.38% | -$156K | $2.28M | 0.49% | Aug 6, 2026 |
