| Windmill Hill Asset Management Ltd | Added 34.57% | +$85.2M | $332M | 73.99% | Aug 10, 2026 |
| Choate Investment Advisors | Reduce 4.18% | -$6.08M | $139M | 2.45% | Aug 11, 2026 |
| Partners Capital Investment Group, LLP | Reduce 18.47% | -$4.03M | $17.8M | 0.63% | Aug 13, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$2.98M | $2.98M | 0.05% | Jul 28, 2026 |
| Xponance LLC | Added 63.67% | +$2.88M | $7.42M | 0.05% | Aug 10, 2026 |
| Seeds Investor LLC | Added 21.61% | +$1.88M | $10.6M | 1.09% | Aug 12, 2026 |
| Spinnaker Trust | Added 5.32% | +$1.4M | $27.8M | 1.35% | Aug 3, 2026 |
| GTS Securities LLC | New Buy | +$977K | $977K | 0.02% | Aug 14, 2026 |
| Tidal Investments LLC | New Buy | +$914K | $914K | 0.00% | Aug 13, 2026 |
| IMC-Chicago, LLC | Added 35.81% | +$723K | $2.74M | 0.00% | Aug 6, 2026 |
| Summit Global Investments | New Buy | +$646K | $646K | 0.04% | Aug 3, 2026 |
| Betterment LLC | Added 0.52% | +$628K | $121M | 0.20% | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | New Buy | +$497K | $497K | 0.08% | Jul 27, 2026 |
| Gould Asset Management LLC | Reduce 3.52% | -$393K | $10.8M | 1.69% | Aug 6, 2026 |
| Independent Advisor Alliance | Sell 100% | -$354K | $0 | 0.00% | Aug 12, 2026 |
| Lido Advisors, LLC | Added 138.83% | +$332K | $571K | 0.00% | Aug 7, 2026 |
| Oxler Private Wealth LLC | Added 13.61% | +$301K | $2.52M | 0.72% | Aug 3, 2026 |
| Storen Legacy Partners, LLC | New Buy | +$291K | $291K | 0.08% | Jul 17, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$275K | $0 | 0.00% | Aug 14, 2026 |
| Retirement Income Solutions, Inc | Reduce 2.79% | -$251K | $8.73M | 1.50% | Aug 3, 2026 |
| Tiff Advisory Services, LLC | Added 4.68% | +$241K | $5.4M | 1.32% | Jul 29, 2026 |
| Appleton Partners Inc | New Buy | +$236K | $236K | 0.01% | Jul 21, 2026 |
| MML Investors Services, LLC | Added 17.19% | +$235K | $1.6M | 0.00% | Aug 7, 2026 |
| Hoxton Planning & Management, LLC | New Buy | +$214K | $214K | 0.06% | Jul 16, 2026 |
| Northern Financial Advisors Inc | New Buy | +$214K | $214K | 0.14% | Jul 28, 2026 |
| Bath Savings Trust Co | New Buy | +$209K | $209K | 0.02% | Jul 9, 2026 |
| Hobbs Group Advisors, LLC | New Buy | +$204K | $204K | 0.05% | Aug 13, 2026 |
| First Bancorp, Inc | New Buy | +$191K | $191K | 0.08% | Aug 11, 2026 |
| Boyd Wealth Management, LLC | Reduce 9.56% | -$191K | $1.81M | 0.68% | Jul 17, 2026 |
| AlTi Global, Inc. | Reduce 14.06% | -$155K | $945K | 0.02% | Aug 5, 2026 |
| Avior Wealth Management, LLC | Reduce 12.00% | -$149K | $1.09M | 0.03% | Jul 7, 2026 |
| DHJJ Financial Advisors, Ltd. | New Buy | +$109K | $109K | 0.03% | Jul 24, 2026 |
| Bridgewater Advisors Inc. | Reduce 9.98% | -$109K | $986K | 0.05% | Aug 5, 2026 |
| Fiduciary Group, LLC | Added 14.64% | +$89.2K | $698K | 0.05% | Aug 10, 2026 |
| Operose Advisors LLC | Added 5.00% | +$86.6K | $1.82M | 0.35% | Aug 13, 2026 |
| Johnson Financial Group, LLC | Reduce 7.59% | -$84.9K | $1.03M | 0.06% | Aug 6, 2026 |
| Moneta Group Investment Advisors LLC | Added 8.55% | +$71.1K | $903K | 0.01% | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | Reduce 23.62% | -$65.4K | $211K | 0.02% | Jul 28, 2026 |
| William Mack & Associates, Inc. | Added 9.73% | +$64.5K | $727K | 0.26% | Jul 10, 2026 |
| PFG Investments, LLC | Added 4.23% | +$63.3K | $1.56M | 0.06% | Jul 23, 2026 |
| Modera Wealth Management, LLC | Added 2.09% | +$59.1K | $2.89M | 0.03% | Aug 3, 2026 |
| Matrix Asset Advisors Inc | Added 7.05% | +$53.8K | $818K | 0.07% | Jul 15, 2026 |
| Princeton Global Asset Management LLC | Added 43.69% | +$52.9K | $174K | 0.02% | Jul 16, 2026 |
| eCIO, Inc. | Reduce 4.03% | -$51.3K | $1.22M | 0.34% | Jul 27, 2026 |
| Facet Wealth, Inc. | Added 7.29% | +$48.9K | $721K | 0.01% | Jul 27, 2026 |
| Wealthfront Advisers LLC | Added 2.76% | +$44.8K | $1.67M | 0.00% | Aug 7, 2026 |
| Bragg Financial Advisors, Inc | Reduce 2.85% | -$35.1K | $1.2M | 0.03% | Aug 12, 2026 |
| Cibc World Market Inc. | Reduce 5.19% | -$33.6K | $614K | 0.00% | Aug 13, 2026 |
| Fiduciary Trust Co | Reduce 9.87% | -$31.8K | $290K | 0.00% | Aug 13, 2026 |
| Bell Investment Advisors, Inc | Added 2.62% | +$31.3K | $1.22M | 0.18% | Aug 7, 2026 |
| Rossby Financial, LCC | Added 10.74% | +$30.9K | $319K | 0.06% | Aug 4, 2026 |
| Marino, Stram & Associates LLC | Added 1.39% | +$27.7K | $2.02M | 0.32% | Jul 24, 2026 |
| Values Added Financial LLC | Added 3.83% | +$27K | $732K | 0.26% | Jul 27, 2026 |
| Great Valley Advisor Group, Inc. | Added 5.98% | +$27K | $479K | 0.01% | Aug 10, 2026 |
| Brooklyn FI, LLC | New Buy | +$26.6K | $26.6K | 0.00% | Aug 4, 2026 |
| Rockingstone Advisors LLC | Reduce 8.99% | -$26K | $263K | 0.11% | Jul 14, 2026 |
| Constant Guidance Financial LLC | Reduce 3.19% | -$25.1K | $759K | 0.48% | Aug 12, 2026 |
| Human Investing LLC | Reduce 3.70% | -$23.3K | $608K | 0.08% | Jul 21, 2026 |
| First Pacific Financial | Reduce 12.51% | -$23.3K | $163K | 0.02% | Jul 20, 2026 |
| Red Reef Advisors LLC | Added 2.05% | +$22.6K | $1.13M | 1.04% | Jul 23, 2026 |
| Crux Wealth Advisors | Added 0.40% | +$20.9K | $5.25M | 1.82% | Jul 21, 2026 |
| Robinswood Financial LLC | Added 18.64% | +$20.7K | $132K | 0.04% | Jul 15, 2026 |
| 4Thought Financial Group Inc. | Reduce 6.88% | -$19.9K | $269K | 0.13% | Jul 28, 2026 |
| Monetary Solutions, Ltd | Reduce 10.34% | -$17.8K | $155K | 0.13% | Jul 23, 2026 |
| Ironwood Financial, llc | Reduce 4.85% | -$17.5K | $343K | 0.05% | Jul 17, 2026 |
| Continuum Advisory, LLC | New Buy | +$15.8K | $15.8K | 0.00% | Aug 6, 2026 |
| BLVD Private Wealth, LLC | Reduce 3.40% | -$15.8K | $449K | 0.33% | Jul 23, 2026 |
| Sentinel Trust Co Lba | Added 1.18% | +$15.3K | $1.32M | 0.12% | Jul 13, 2026 |
| Foronjy Financial LLC | Reduce 2.88% | -$12.2K | $410K | 0.15% | Jul 23, 2026 |
| Hanson & Doremus Investment Management | Reduce 0.77% | -$12K | $1.54M | 0.16% | Jul 29, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$11.9K | $0 | 0.00% | Aug 13, 2026 |
| Golden State Wealth Management, LLC | Reduce 2.06% | -$10.9K | $519K | 0.05% | Jul 22, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$10.8K | $0 | 0.00% | Jul 20, 2026 |
| Stonehearth Capital Management, LLC | Reduce 0.25% | -$10.6K | $4.2M | 1.43% | Jul 7, 2026 |
| Enclave Advisors LLC | Reduce 1.44% | -$9.96K | $682K | 0.09% | Jul 14, 2026 |
| Signature Estate & Investment Advisors LLC | Added 2.56% | +$9.23K | $369K | 0.01% | Jul 14, 2026 |
| Burns J W & Co Inc | Added 1.42% | +$9.17K | $657K | 0.07% | Jul 15, 2026 |
| Thrivent Financial for Lutherans | Added 1.60% | +$9.11K | $579K | 0.00% | Aug 14, 2026 |
| Focus Financial Network, Inc. | Reduce 0.84% | -$8.74K | $1.03M | 0.03% | Jul 9, 2026 |
| United Capital Financial Advisors, LLC | Added 0.40% | +$7.65K | $1.9M | 0.01% | Aug 17, 2026 |
| Sigma Planning Corp | Reduce 3.01% | -$7.64K | $246K | 0.01% | Aug 7, 2026 |
| Milestone Investment Advisors LLC | Reduce 0.19% | -$7.15K | $3.75M | 0.81% | Aug 14, 2026 |
| Prospera Financial Services Inc | Added 1.69% | +$6.97K | $419K | 0.01% | Jul 15, 2026 |
| Agf Management Ltd | Added 0.23% | +$6.11K | $2.68M | 0.01% | Aug 10, 2026 |
| North Berkeley Wealth Management, LLC | Reduce 1.30% | -$6.05K | $458K | 0.19% | Jul 28, 2026 |
| Ally Invest Advisors Inc. | Reduce 0.73% | -$5.87K | $794K | 0.05% | Aug 13, 2026 |
| PFG Advisors | Reduce 0.25% | -$5.44K | $2.14M | 0.11% | Jul 16, 2026 |
| Bailard, Inc. | Reduce 1.03% | -$5.19K | $498K | 0.01% | Jul 30, 2026 |
| Fortis Capital Management LLC | Reduce 0.25% | -$4.83K | $1.93M | 0.22% | Aug 13, 2026 |
| MRA Advisory Group | Reduce 1.25% | -$4.77K | $376K | 0.14% | Jul 8, 2026 |
| Western Wealth Management, LLC | Added 0.33% | +$4.28K | $1.3M | 0.04% | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | Reduce 1.25% | -$4.09K | $323K | 0.01% | Aug 11, 2026 |
| Blair William & Co | Added 2.57% | +$3.79K | $151K | 0.00% | Aug 11, 2026 |
| Johnson Financial Group, Inc. | Reduce 4.93% | -$3.18K | $61.2K | 0.00% | Aug 10, 2026 |
| South Shore Capital Advisors | Added 1.02% | +$3.06K | $304K | 0.20% | Jul 30, 2026 |
| WealthShield Partners, LLC | Sell 100% | -$3.02K | $0 | 0.00% | Aug 12, 2026 |
| Capital City Trust Co | Reduce 0.19% | -$2.75K | $1.47M | 0.31% | Aug 4, 2026 |
| First Financial Corp | Reduce 4.96% | -$2.69K | $51.5K | 0.02% | Jul 7, 2026 |
| Flagship Wealth Advisors, LLC | Added 2.02% | +$2.51K | $127K | 0.03% | Jul 27, 2026 |
| Flputnam Investment Management Co | Added 0.05% | +$2.02K | $4.32M | 0.05% | Aug 6, 2026 |
