| Flaharty Asset Management, LLC | Reduce 93.29% | -$20.7M | $1.49M | 2.13% | Jul 8, 2026 |
| Modern Wealth Management, LLC | New Buy | +$20.5M | $20.5M | 0.24% | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | Sell 100% | -$5.71M | $0 | 0.00% | Aug 11, 2026 |
| Kingswood Wealth Advisors, LLC | Reduce 84.22% | -$2.98M | $559K | 0.02% | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | Reduce 56.82% | -$2.63M | $2M | 0.12% | Aug 4, 2026 |
| Hyposwiss Advisors SA | Sell 100% | -$2.03M | $0 | 0.00% | Jul 21, 2026 |
| Personal Cfo Solutions, LLC | Sell 100% | -$1.64M | $0 | 0.00% | Aug 7, 2026 |
| IFG Advisory, LLC | New Buy | +$1.5M | $1.5M | 0.05% | Aug 14, 2026 |
| Principal Securities, Inc. | Reduce 66.25% | -$1.46M | $744K | 0.01% | Aug 4, 2026 |
| Independent Advisor Alliance | Sell 100% | -$1.37M | $0 | 0.00% | Aug 12, 2026 |
| Rathbones Group PLC | Reduce 51.24% | -$1.11M | $1.06M | 0.00% | Jul 23, 2026 |
| Florin Court Capital LLP | New Buy | +$1.1M | $1.1M | 1.80% | Aug 4, 2026 |
| Concorde Asset Management, LLC | Reduce 29.90% | -$1.1M | $2.57M | 1.49% | Aug 18, 2026 |
| James J. Burns & Company, LLC | Sell 100% | -$806K | $0 | 0.00% | Aug 6, 2026 |
| Valley Wealth Managers, Inc. | Reduce 11.71% | -$589K | $4.44M | 0.26% | Aug 4, 2026 |
| First International Bank of Israel Ltd. | Sell 100% | -$575K | $0 | 0.00% | Aug 12, 2026 |
| Atria Investments, Inc | Reduce 49.02% | -$553K | $576K | 0.01% | Jul 28, 2026 |
| Oppenheimer & Co Inc | Reduce 16.00% | -$533K | $2.8M | 0.03% | Aug 3, 2026 |
| Park Avenue Securities LLC | Sell 100% | -$531K | $0 | 0.00% | Jul 20, 2026 |
| Debussy Capital Management LP | Sell 100% | -$520K | $0 | Not reported | Aug 14, 2026 |
| Peterson Wealth Management | Added 99.17% | +$514K | $1.03M | 0.48% | Jul 30, 2026 |
| San Luis Wealth Advisors LLC | Added 53.91% | +$504K | $1.44M | 0.22% | Jul 16, 2026 |
| Endowment Wealth Management, Inc. | Reduce 34.94% | -$466K | $867K | 0.34% | Aug 6, 2026 |
| RFG Advisory, LLC | Reduce 28.46% | -$438K | $1.1M | 0.02% | Jul 15, 2026 |
| Bawa N Mallick Trust | New Buy | +$420K | $420K | 0.14% | Aug 14, 2026 |
| FWL Investment Management, LLC | Reduce 98.58% | -$388K | $5.57K | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 4.69% | +$379K | $8.45M | 0.02% | Aug 7, 2026 |
| Warner Group LLC | Added 94.99% | +$316K | $649K | 0.16% | Jul 27, 2026 |
| Mutual Advisors, LLC | Reduce 11.94% | -$303K | $2.23M | 0.04% | Aug 14, 2026 |
| Pinnacle Family Advisors, LLC | New Buy | +$299K | $299K | 0.13% | Aug 14, 2026 |
| Tradewinds, LLC. | Added 181.33% | +$287K | $445K | 0.10% | Aug 14, 2026 |
| Cresset Asset Management, LLC | New Buy | +$282K | $282K | 0.00% | Aug 14, 2026 |
| Meitav Investment House Ltd | Added 35.16% | +$281K | $1.08M | 0.01% | Jul 20, 2026 |
| Meridian Wealth Advisors, LLC | New Buy | +$268K | $268K | 0.03% | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | Added 33.01% | +$265K | $1.07M | 0.05% | Jul 28, 2026 |
| United Advisor Group, LLC | New Buy | +$244K | $244K | 0.03% | Jul 29, 2026 |
| RDA Financial Network | New Buy | +$244K | $244K | 0.05% | Jul 6, 2026 |
| Sage Capital Management, LLC | Added 13.80% | +$240K | $1.98M | 0.77% | Jul 20, 2026 |
| Balboa Wealth Partners | New Buy | +$237K | $237K | 0.03% | Aug 10, 2026 |
| Mission Wealth Management, LP | New Buy | +$236K | $236K | 0.00% | Jul 20, 2026 |
| Avantax Planning Partners, Inc. | New Buy | +$234K | $234K | 0.01% | Jul 28, 2026 |
| Quadcap Wealth Management, LLC | New Buy | +$221K | $221K | 0.02% | Jul 31, 2026 |
| SmartHarvest Portfolios, LLC | New Buy | +$217K | $217K | 0.07% | Aug 4, 2026 |
| Prosperity Financial Group, Inc. | Sell 100% | -$217K | $0 | 0.00% | Jul 28, 2026 |
| IPG Investment Advisors LLC | New Buy | +$215K | $215K | 0.03% | Aug 12, 2026 |
| LightSquare Wealth Management, LLC | New Buy | +$215K | $215K | 0.15% | Aug 4, 2026 |
| Cascade Financial Partners, LLC | New Buy | +$214K | $214K | 0.02% | Aug 4, 2026 |
| Keystone Wealth Services, LLC | New Buy | +$212K | $212K | 0.04% | Aug 5, 2026 |
| Arkadios Wealth Advisors | Reduce 34.19% | -$211K | $405K | 0.01% | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Sell 100% | -$210K | $0 | 0.00% | Jul 16, 2026 |
| Indivisible Partners | New Buy | +$208K | $208K | 0.01% | Aug 4, 2026 |
| Carnegie Investment Counsel | New Buy | +$208K | $208K | 0.00% | Jul 30, 2026 |
| Wealth Management Associates, Inc. | New Buy | +$207K | $207K | 0.06% | Jul 21, 2026 |
| Regent Peak Wealth Advisors LLC | New Buy | +$206K | $206K | 0.04% | Jul 10, 2026 |
| Premier Path Wealth Partners, LLC | New Buy | +$202K | $202K | 0.02% | Jul 21, 2026 |
| Kingsview Wealth Management, LLC | Reduce 6.23% | -$197K | $2.96M | 0.04% | Aug 19, 2026 |
| Advisor OS, LLC | Reduce 40.45% | -$195K | $287K | 0.02% | Aug 5, 2026 |
| SeaCrest Wealth Management, LLC | Added 11.99% | +$189K | $1.77M | 0.20% | Jul 9, 2026 |
| Independent Financial Group, LLC | Reduce 2.67% | -$185K | $6.76M | 0.13% | Jul 15, 2026 |
| Pinnacle Associates Ltd | Reduce 14.96% | -$161K | $918K | 0.01% | Aug 3, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | Reduce 16.77% | -$161K | $801K | 0.05% | Aug 5, 2026 |
| &Partners | Added 7.17% | +$155K | $2.32M | 0.01% | Aug 14, 2026 |
| Twin Peaks Wealth Advisors, LLC | Reduce 10.88% | -$153K | $1.25M | 0.28% | Aug 13, 2026 |
| Ally Invest Advisors Inc. | Reduce 16.27% | -$143K | $736K | 0.04% | Aug 13, 2026 |
| Edmond de Rothschild Holding S.A. | Reduce 95.05% | -$142K | $7.4K | 0.00% | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | Added 11.81% | +$141K | $1.34M | 0.01% | Aug 12, 2026 |
| Paragon Private Wealth Management, LLC | Reduce 6.23% | -$126K | $1.89M | 0.49% | Jul 28, 2026 |
| Game Plan Financial Advisors, LLC | Reduce 34.76% | -$122K | $229K | 0.09% | Aug 7, 2026 |
| Plotkin Financial Advisors, LLC | Reduce 3.31% | -$122K | $3.56M | 1.48% | Aug 14, 2026 |
| Lanark Financial, Inc. | Reduce 5.06% | -$113K | $2.12M | 0.14% | Jul 21, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | Reduce 1.66% | -$106K | $6.24M | 1.17% | Jul 27, 2026 |
| Vontobel Holding Ltd. | Reduce 6.82% | -$98.5K | $1.35M | 0.00% | Aug 3, 2026 |
| Wealthfront Advisers LLC | Added 2.65% | +$97.6K | $3.78M | 0.01% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$95.2K | $95.2K | 0.01% | Aug 14, 2026 |
| Spire Wealth Management | Added 11.88% | +$91.5K | $861K | 0.03% | Jul 15, 2026 |
| Whipplewood Advisors, LLC | Reduce 70.40% | -$91.2K | $38.4K | 0.03% | Jul 27, 2026 |
| Benjamin Edwards Inc | Reduce 2.56% | -$86.3K | $3.28M | 0.03% | Jul 24, 2026 |
| Carnegie Lake Advisors LLC | Reduce 8.23% | -$80.7K | $900K | 0.34% | Jul 24, 2026 |
| Innovative Asset Advisors Group, LLC | New Buy | +$74K | $74K | 0.03% | Aug 5, 2026 |
| Quarry LP | New Buy | +$72.7K | $72.7K | 0.01% | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | Reduce 18.67% | -$71.8K | $313K | 0.01% | Jul 27, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$71.7K | $0 | 0.00% | Jul 20, 2026 |
| Cascade Investment Group, Inc. | Reduce 2.52% | -$69.2K | $2.67M | 1.50% | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | Reduce 8.88% | -$67.4K | $692K | 0.04% | Aug 7, 2026 |
| Fortis Capital Advisors, LLC | Added 23.11% | +$66.6K | $355K | 0.04% | Jul 31, 2026 |
| Money Concepts Capital Corp | Reduce 1.54% | -$66.6K | $4.25M | 0.20% | Aug 4, 2026 |
| Gotham Asset Management, LLC | Reduce 21.67% | -$59.2K | $214K | 0.00% | Aug 14, 2026 |
| Alteri Wealth LLC | Reduce 17.49% | -$54.5K | $257K | 0.07% | Jul 29, 2026 |
| Core Wealth Partners LLC | Reduce 15.31% | -$52.5K | $290K | 0.12% | Jul 17, 2026 |
| Summit Financial, LLC | Reduce 3.56% | -$52.3K | $1.42M | 0.02% | Aug 12, 2026 |
| Beacon Investment Advisory Services, Inc. | New Buy | +$51.9K | $51.9K | 0.00% | Jul 8, 2026 |
| Apollon Financial, LLC | Reduce 3.24% | -$51.5K | $1.54M | 0.18% | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 1.92% | -$51.4K | $2.62M | 0.03% | Aug 11, 2026 |
| Harvest Investment Services, LLC | Added 16.45% | +$50.3K | $356K | 0.06% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 6.37% | +$47.8K | $797K | 0.00% | Aug 13, 2026 |
| Fifth Third Securities, Inc. | Reduce 11.47% | -$42.8K | $330K | 0.02% | Jul 15, 2026 |
| Howe & Rusling Inc | Sell 100% | -$41.9K | $0 | 0.00% | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 54.50% | -$41.6K | $34.7K | 0.00% | Aug 11, 2026 |
| NewEdge Wealth, LLC | Reduce 10.22% | -$41K | $360K | 0.00% | Aug 10, 2026 |
| Stonebridge Financial Planning Group, LLC | Reduce 8.20% | -$40.4K | $452K | 0.14% | Jul 31, 2026 |
