| Axxcess Wealth Management, LLC | New Buy | +$8.69M | $8.69M | 0.14% | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | Reduce 53.71% | -$4.71M | $4.06M | 0.24% | Aug 4, 2026 |
| Sagespring Wealth Partners, LLC | Reduce 22.06% | -$2.97M | $10.5M | 0.16% | Aug 3, 2026 |
| Independent Advisor Alliance | Sell 100% | -$2.58M | $0 | 0.00% | Aug 12, 2026 |
| John A. Wolfe & Associates, Inc. | Added 11.36% | +$2.08M | $20.4M | 28.06% | Jul 30, 2026 |
| Unique Wealth, LLC | Sell 100% | -$1.5M | $0 | 0.00% | Jul 21, 2026 |
| Bessemer Group Inc | Sell 100% | -$1.45M | $0 | 0.00% | Aug 12, 2026 |
| Garden State Investment Advisory Services LLC | New Buy | +$1.4M | $1.4M | 0.25% | Aug 11, 2026 |
| Syntegra Private Wealth Group, LLC | New Buy | +$1.39M | $1.39M | 0.11% | Jul 15, 2026 |
| GeoWealth Management, LLC | Added 101.24% | +$1.23M | $2.44M | 0.08% | Jul 30, 2026 |
| Sittner & Nelson, LLC | Reduce 27.99% | -$1.18M | $3.04M | 0.96% | Aug 7, 2026 |
| Summit Financial, LLC | Added 41.97% | +$1.13M | $3.83M | 0.04% | Aug 12, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$1.12M | $0 | 0.00% | Aug 14, 2026 |
| Triad Wealth Partners, LLC | New Buy | +$1.05M | $1.05M | 0.06% | Aug 10, 2026 |
| Hollencrest Capital Management | Reduce 93.24% | -$996K | $72.2K | 0.00% | Aug 13, 2026 |
| Crumly & Associates Inc. | Added 18.26% | +$969K | $6.28M | 1.20% | Jul 8, 2026 |
| SFG Wealth Management, LLC. | New Buy | +$929K | $929K | 0.33% | Jul 22, 2026 |
| Rockport Wealth LLC | Added 104.90% | +$891K | $1.74M | 0.29% | Jul 27, 2026 |
| Fiduciary Financial Advisors | New Buy | +$872K | $872K | 0.09% | Aug 14, 2026 |
| Integrity Alliance, LLC. | New Buy | +$856K | $856K | 0.03% | Jul 31, 2026 |
| ABLE Financial Group, LLC | Added 26.19% | +$809K | $3.9M | 0.65% | Jul 22, 2026 |
| Stage Harbor Financial, LLC | New Buy | +$800K | $800K | 0.46% | Aug 7, 2026 |
| MML Investors Services, LLC | Added 59.40% | +$788K | $2.11M | 0.00% | Aug 7, 2026 |
| Canvas Wealth Advisors, LLC | Sell 100% | -$744K | $0 | 0.00% | Jul 10, 2026 |
| RFG Advisory, LLC | Added 65.51% | +$730K | $1.84M | 0.03% | Jul 15, 2026 |
| MBM Wealth Consultants, LLC | Added 15.63% | +$628K | $4.65M | 0.90% | Jul 24, 2026 |
| LongView Wealth Management | Sell 100% | -$614K | $0 | 0.00% | Jul 17, 2026 |
| Smith Partners Wealth Management, LLC | Added 57.46% | +$603K | $1.65M | 1.31% | Aug 10, 2026 |
| Capital Asset Advisory Services LLC | Reduce 6.98% | -$595K | $7.93M | 0.29% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 26.34% | +$594K | $2.85M | 0.01% | Jul 13, 2026 |
| Kelman-Lazarov, Inc. | Added 6.97% | +$567K | $8.7M | 1.14% | Aug 10, 2026 |
| WCG Wealth Advisors LLC | New Buy | +$507K | $507K | 0.01% | Aug 14, 2026 |
| Stokes Capital Advisors, LLC | Added 25.00% | +$505K | $2.53M | 0.54% | Jul 22, 2026 |
| YHB Investment Advisors, Inc. | Added 17.20% | +$501K | $3.41M | 0.22% | Jul 14, 2026 |
| Certified Advisory Corp | Added 17.98% | +$500K | $3.28M | 0.26% | Jul 16, 2026 |
| Vise Technologies, Inc. | Added 6.61% | +$493K | $7.95M | 0.09% | Aug 11, 2026 |
| Founders Grove Wealth Partners, LLC | Added 28.22% | +$456K | $2.07M | 0.41% | Jul 22, 2026 |
| Mills Wealth Advisors LLC | New Buy | +$390K | $390K | 0.12% | Jul 7, 2026 |
| Beacon Capital Management, LLC | Sell 100% | -$375K | $0 | 0.00% | Jul 29, 2026 |
| Natixis Advisors, LLC | Added 59.27% | +$350K | $941K | 0.00% | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | Added 135.47% | +$343K | $597K | 0.18% | Jul 28, 2026 |
| William Mack & Associates, Inc. | Added 150.53% | +$317K | $528K | 0.19% | Jul 10, 2026 |
| Ehrlich Financial Group | Reduce 18.66% | -$312K | $1.36M | 0.70% | Jul 9, 2026 |
| Biltmore Wealth Management, LLC | Added 1.45% | +$306K | $21.4M | 6.69% | Jul 21, 2026 |
| Great Valley Advisor Group, Inc. | Added 16.24% | +$302K | $2.16M | 0.03% | Aug 10, 2026 |
| Inspire Advisors, LLC | Added 15.48% | +$301K | $2.25M | 0.16% | Aug 13, 2026 |
| Optimus Capital Advisors, LLC | Added 5.69% | +$297K | $5.52M | 2.96% | Jul 16, 2026 |
| Cedar Point Capital Partners, LLC | Reduce 50.97% | -$294K | $283K | 0.16% | Jul 27, 2026 |
| Old Mission Capital LLC | New Buy | +$294K | $294K | 0.00% | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | Added 4.30% | +$291K | $7.04M | 0.17% | Aug 3, 2026 |
| Stonebridge Financial Group, LLC | Reduce 0.52% | -$277K | $53.1M | 4.03% | Jul 6, 2026 |
| Hyundai Investments Co., Ltd. | Added 65.31% | +$246K | $623K | 0.67% | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | Added 9.47% | +$229K | $2.65M | 0.03% | Aug 5, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 13.81% | -$220K | $1.38M | 0.03% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 13.80% | -$220K | $1.38M | 0.01% | Aug 14, 2026 |
| Geneos Wealth Management Inc. | Added 76.96% | +$188K | $432K | 0.01% | Aug 6, 2026 |
| Equitable Trust Co | Added 64.41% | +$184K | $469K | 0.02% | Jul 23, 2026 |
| Premier Path Wealth Partners, LLC | Added 16.20% | +$181K | $1.3M | 0.15% | Jul 21, 2026 |
| Westside Investment Management, Inc. | Reduce 6.70% | -$177K | $2.46M | 0.32% | Jul 27, 2026 |
| Evergreen Wealth Partners LLC | Reduce 31.23% | -$172K | $379K | 0.23% | Aug 11, 2026 |
| Davis R M Inc | Added 8.21% | +$166K | $2.19M | 0.03% | Aug 14, 2026 |
| Peoples Bank | Added 66.61% | +$135K | $337K | 0.17% | Jul 27, 2026 |
| Thrivent Financial for Lutherans | Reduce 9.82% | -$115K | $1.06M | 0.00% | Aug 14, 2026 |
| PFG Advisors | Reduce 34.96% | -$111K | $206K | 0.01% | Jul 16, 2026 |
| United Community Bank | Sell 100% | -$106K | $0 | 0.00% | Aug 13, 2026 |
| BCGM Wealth Management, LLC | Reduce 9.07% | -$102K | $1.02M | 0.22% | Aug 4, 2026 |
| Essex Bank | Added 33.24% | +$99.9K | $400K | 0.09% | Jul 23, 2026 |
| Barnes Wealth Management Group, Inc | Added 17.95% | +$89.5K | $588K | 0.27% | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 7.87% | -$83.5K | $978K | 0.01% | Aug 11, 2026 |
| Apella Capital, LLC | Added 12.78% | +$66.6K | $588K | 0.01% | Jul 8, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 19.81% | +$52.4K | $317K | 0.00% | Jul 20, 2026 |
| TD Capital Management LLC | Reduce 0.24% | -$49.1K | $20.3M | 1.66% | Aug 6, 2026 |
| SWMG, LLC | Reduce 9.33% | -$48.5K | $471K | 0.11% | Jul 15, 2026 |
| Morris Financial Concepts, Inc. | Added 19.62% | +$47K | $287K | 0.09% | Jul 29, 2026 |
| Capital Analysts, LLC | Added 59.53% | +$46.3K | $124K | 0.00% | Aug 5, 2026 |
| Kuhn & Co Investment Counsel | Added 5.14% | +$43.4K | $887K | 0.51% | Jul 31, 2026 |
| Blair William & Co | Sell 100% | -$40.9K | $0 | 0.00% | Aug 11, 2026 |
| Titleist Asset Management, LLC | Added 4.29% | +$39.6K | $963K | 0.06% | Jul 20, 2026 |
| Rodgers & Associates, LTD | Reduce 6.79% | -$38.4K | $527K | 0.05% | Jul 21, 2026 |
| Advyzon Investment Management, LLC | Reduce 6.86% | -$37.6K | $511K | 0.04% | Aug 14, 2026 |
| Websterrogers Financial Advisors, LLC | Added 0.39% | +$31.6K | $8.16M | 2.09% | Jul 15, 2026 |
| Inspirion Wealth Advisors, LLC | Added 1.45% | +$30.2K | $2.12M | 0.24% | Jul 7, 2026 |
| Atlas Legacy Advisors, LLC | Reduce 11.63% | -$29K | $220K | 0.03% | Jul 31, 2026 |
| Summit Financial Consulting LLC | Added 3.65% | +$28.1K | $798K | 0.54% | Aug 7, 2026 |
| NewSquare Capital LLC | Added 2.18% | +$27.7K | $1.3M | 0.10% | Jul 28, 2026 |
| Private Wealth Group, LLC | Added 7.96% | +$22.5K | $305K | 0.12% | Jul 8, 2026 |
| Condor Capital Management | Added 0.17% | +$22.4K | $13.6M | 1.02% | Aug 12, 2026 |
| Summit Financial Strategies, Inc. | Reduce 1.22% | -$22.2K | $1.79M | 0.13% | Jul 24, 2026 |
| Golden State Wealth Management, LLC | Added 2.52% | +$19.8K | $808K | 0.07% | Jul 22, 2026 |
| Main Line Retirement Advisors, LLC | Added 1.54% | +$18.1K | $1.19M | 0.55% | Jul 30, 2026 |
| IAM Advisory, LLC | Added 0.84% | +$14.6K | $1.76M | 0.34% | Jul 14, 2026 |
| Kooman & Associates | Added 1.52% | +$11.3K | $754K | 0.20% | Jul 22, 2026 |
| Worth Asset Management, LLC | Reduce 4.17% | -$10.1K | $232K | 0.07% | Jul 8, 2026 |
| CFS Investment Advisory Services, LLC | Reduce 0.34% | -$9.63K | $2.86M | 0.19% | Jul 16, 2026 |
| Milestone Investment Advisors LLC | Added 0.25% | +$8.38K | $3.33M | 0.72% | Aug 14, 2026 |
| Sierra Ocean, LLC | Reduce 1.08% | -$7.68K | $706K | 0.49% | Aug 7, 2026 |
| FWL Investment Management, LLC | New Buy | +$7.37K | $7.37K | 0.00% | Aug 14, 2026 |
| PAX Financial Group, LLC | Added 0.34% | +$6.97K | $2.03M | 0.30% | Aug 5, 2026 |
| Novem Group | Reduce 2.10% | -$6.51K | $304K | 0.03% | Jul 21, 2026 |
| Jeter Robert S II | Reduce 1.34% | -$6.35K | $468K | 0.45% | Jul 14, 2026 |
