| HM Payson & Co | Reduce 22.24% | -$5.65M | $19.8M | 0.26% | Jul 17, 2026 |
| Mission Wealth Management, LP | Added 5.47% | +$3.48M | $67.1M | 0.82% | Jul 20, 2026 |
| Basso Capital Management, L.P. | New Buy | +$2.2M | $2.2M | 0.47% | Jul 27, 2026 |
| Fsa Wealth Partners, Inc. | Added 182.30% | +$1.93M | $2.98M | 0.75% | Aug 3, 2026 |
| Hershey Financial Advisers, LLC | New Buy | +$1.63M | $1.63M | 1.17% | Aug 11, 2026 |
| Addison Advisors LLC | Reduce 94.59% | -$1.58M | $90.3K | 0.04% | Aug 10, 2026 |
| Regions Financial Corp | Reduce 15.94% | -$1.41M | $7.43M | 0.04% | Aug 10, 2026 |
| Betterment LLC | Reduce 3.14% | -$1.36M | $41.8M | 0.07% | Aug 14, 2026 |
| 3EDGE Asset Management, LP | Added 62.44% | +$1.34M | $3.49M | 0.16% | Jul 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | Reduce 81.17% | -$1.26M | $292K | 0.01% | Aug 7, 2026 |
| Quantinno Capital Management LP | New Buy | +$1.25M | $1.25M | 0.00% | Aug 13, 2026 |
| Ryan Investment Management, Inc. | Added 161.36% | +$1.23M | $2M | 0.91% | Jul 8, 2026 |
| Baird Financial Group, Inc. | Added 4.17% | +$1.19M | $29.7M | 0.04% | Aug 12, 2026 |
| Stewardship Advisors, LLC | Added 6.41% | +$1.17M | $19.3M | 4.02% | Jul 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 24.67% | +$1.12M | $5.64M | 0.11% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 19.71% | +$1.11M | $6.73M | 0.01% | Aug 7, 2026 |
| Spinnaker Trust | Reduce 1.20% | -$1.06M | $87.3M | 4.24% | Aug 3, 2026 |
| Citrine Capital LLC | Sell 100% | -$960K | $0 | 0.00% | Jul 23, 2026 |
| eCIO, Inc. | Reduce 9.09% | -$926K | $9.26M | 2.60% | Jul 27, 2026 |
| Lido Advisors, LLC | Reduce 67.72% | -$913K | $435K | 0.00% | Aug 7, 2026 |
| J. Mark Nickell & Co. | Sell 100% | -$889K | $0 | 0.00% | Aug 11, 2026 |
| WealthShield Partners, LLC | Sell 100% | -$738K | $0 | 0.00% | Aug 12, 2026 |
| Farrow Financial, Inc. | Reduce 4.86% | -$731K | $14.3M | 7.64% | Aug 4, 2026 |
| Talisman Wealth Advisors LLC | New Buy | +$675K | $675K | 0.50% | Aug 14, 2026 |
| Global Assets Advisory, LLC | New Buy | +$655K | $655K | 0.14% | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 32.28% | -$630K | $1.32M | 0.01% | Jul 17, 2026 |
| Naples Global Advisors, LLC | New Buy | +$629K | $629K | 0.04% | Jul 23, 2026 |
| TruNorth Capital Management, LLC | New Buy | +$627K | $627K | 0.10% | Jul 23, 2026 |
| SageView Advisory Group, LLC | Reduce 13.88% | -$627K | $3.89M | 0.13% | Aug 10, 2026 |
| Asset Dedication, LLC | Reduce 21.92% | -$624K | $2.22M | 0.14% | Jul 30, 2026 |
| Vise Technologies, Inc. | New Buy | +$600K | $600K | 0.01% | Aug 11, 2026 |
| Blair William & Co | Added 21.62% | +$585K | $3.29M | 0.01% | Aug 11, 2026 |
| Nwam LLC | New Buy | +$565K | $565K | 0.03% | Jul 23, 2026 |
| Greenup Street Wealth Management LLC | Reduce 44.05% | -$549K | $697K | 0.08% | Jul 27, 2026 |
| Bluespring Wealth Management, LLC | Added 90.76% | +$547K | $1.15M | 0.02% | Aug 11, 2026 |
| Win Advisors, Inc | Sell 100% | -$445K | $0 | 0.00% | Aug 4, 2026 |
| Shira Ridge Wealth Management | Reduce 0.99% | -$444K | $44.5M | 15.51% | Jul 9, 2026 |
| Sigma Planning Corp | Added 92.31% | +$402K | $838K | 0.02% | Aug 7, 2026 |
| Brookstone Capital Management | Added 7.01% | +$395K | $6.04M | 0.06% | Jul 15, 2026 |
| Destination Wealth Management | Added 5.59% | +$388K | $7.33M | 0.17% | Aug 14, 2026 |
| Richmond Investment Services, LLC | Reduce 50.18% | -$350K | $348K | 0.11% | Jul 27, 2026 |
| Corundum Group, Inc. | Reduce 4.41% | -$341K | $7.4M | 2.19% | Aug 7, 2026 |
| Affinity Wealth Management LLC | New Buy | +$335K | $335K | 0.04% | Jul 22, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$335K | $335K | 0.01% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | New Buy | +$335K | $335K | 0.01% | Jul 30, 2026 |
| Composition Wealth, LLC | Reduce 10.65% | -$333K | $2.79M | 0.03% | Jul 22, 2026 |
| Money Concepts Capital Corp | New Buy | +$326K | $326K | 0.02% | Aug 4, 2026 |
| LBMC Investment Advisors, LLC | New Buy | +$308K | $308K | 0.02% | Aug 10, 2026 |
| Connecticut Wealth Management, LLC | Added 45.70% | +$300K | $958K | 0.04% | Jul 29, 2026 |
| Trust Co | Reduce 13.68% | -$290K | $1.83M | 0.17% | Jul 10, 2026 |
| Values Added Financial LLC | New Buy | +$287K | $287K | 0.10% | Jul 27, 2026 |
| Keybank National Association | Reduce 3.45% | -$284K | $7.96M | 0.03% | Jul 28, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$264K | $0 | 0.00% | Jul 28, 2026 |
| Hilltop Wealth Advisors, LLC | Reduce 4.08% | -$262K | $6.17M | 3.05% | Aug 14, 2026 |
| Fiduciary Trust Co | Reduce 31.74% | -$247K | $532K | 0.01% | Aug 13, 2026 |
| Winthrop Advisory Group LLC | Added 13.57% | +$243K | $2.03M | 0.14% | Jul 17, 2026 |
| Ledyard National Bank | Reduce 6.63% | -$242K | $3.41M | 0.27% | Jul 16, 2026 |
| Tradewinds, LLC. | New Buy | +$240K | $240K | 0.05% | Aug 14, 2026 |
| Refined Wealth Management | Sell 100% | -$236K | $0 | 0.00% | Jul 21, 2026 |
| Quent Capital, LLC | Reduce 1.63% | -$232K | $14M | 0.86% | Aug 7, 2026 |
| Bath Savings Trust Co | New Buy | +$231K | $231K | 0.02% | Jul 9, 2026 |
| Sulzberger Capital Advisors, Inc. | New Buy | +$231K | $231K | 0.23% | Jul 17, 2026 |
| Aspiriant, LLC | Reduce 3.57% | -$231K | $6.25M | 0.15% | Jul 20, 2026 |
| Portland Financial Advisors Inc | New Buy | +$231K | $231K | 0.42% | Aug 10, 2026 |
| Gould Asset Management LLC | Reduce 11.16% | -$231K | $1.84M | 0.29% | Aug 6, 2026 |
| Pennsylvania Capital Management Inc | New Buy | +$226K | $226K | 0.06% | Jul 24, 2026 |
| Argyle Capital Partners, LLC | Sell 100% | -$224K | $0 | 0.00% | Aug 7, 2026 |
| Vericrest Private Wealth | New Buy | +$223K | $223K | 0.20% | Jul 28, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$223K | $0 | 0.00% | Aug 10, 2026 |
| PFG Advisors | New Buy | +$222K | $222K | 0.01% | Jul 16, 2026 |
| Empowered Funds, LLC | Sell 100% | -$222K | $0 | 0.00% | Aug 17, 2026 |
| DDFG, Inc | New Buy | +$217K | $217K | 0.04% | Jul 28, 2026 |
| Thoroughbred Financial Services, LLC | New Buy | +$216K | $216K | 0.01% | Aug 11, 2026 |
| White Lighthouse Investment Management Inc. | New Buy | +$213K | $213K | 0.03% | Aug 5, 2026 |
| Prime Capital Investment Advisors, LLC | New Buy | +$213K | $213K | 0.00% | Aug 5, 2026 |
| Strategic Wealth Investment Group, LLC | New Buy | +$212K | $212K | 0.03% | Aug 4, 2026 |
| Panoramic Investment Advisors, LLC | New Buy | +$212K | $212K | 0.10% | Aug 13, 2026 |
| Everpar Advisors LLC | New Buy | +$211K | $211K | 0.06% | Jul 9, 2026 |
| Fingerlakes Wealth Management, Inc. | Added 7.15% | +$207K | $3.11M | 1.67% | Jul 23, 2026 |
| Beck Bode, LLC | New Buy | +$201K | $201K | 0.03% | Aug 13, 2026 |
| Flputnam Investment Management Co | Reduce 17.93% | -$201K | $919K | 0.01% | Aug 6, 2026 |
| Ulland Investment Advisors, LLC | Reduce 32.43% | -$193K | $402K | 0.30% | Jul 16, 2026 |
| Members Trust Co | Added 11.60% | +$173K | $1.66M | 0.05% | Jul 31, 2026 |
| Tompkins Financial Corp | Reduce 3.49% | -$170K | $4.71M | 0.33% | Jul 15, 2026 |
| &Partners | Added 5.07% | +$167K | $3.46M | 0.01% | Aug 14, 2026 |
| Fund Evaluation Group, LLC | Added 1.40% | +$151K | $10.9M | 0.30% | Aug 7, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 30.31% | +$149K | $643K | 0.00% | Jul 20, 2026 |
| Bailard, Inc. | Reduce 3.95% | -$146K | $3.55M | 0.07% | Jul 30, 2026 |
| New Covenant Trust Company, N.A. | Reduce 7.18% | -$145K | $1.87M | 1.41% | Jul 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Added 3.17% | +$143K | $4.65M | 0.10% | Jul 17, 2026 |
| Evolution Advisers, Inc. | New Buy | +$129K | $129K | 0.05% | Jul 31, 2026 |
| Baker Avenue Asset Management, LP | Reduce 6.77% | -$128K | $1.76M | 0.03% | Jul 28, 2026 |
| Natural Investments, LLC | Added 15.81% | +$126K | $926K | 0.20% | Jul 31, 2026 |
| Thrivent Financial for Lutherans | Reduce 14.94% | -$123K | $700K | 0.00% | Aug 14, 2026 |
| Whittier Trust Co of Nevada Inc | Added 4.02% | +$122K | $3.14M | 0.06% | Jul 28, 2026 |
| Bear Mountain Capital, Inc. | Added 1.91% | +$114K | $6.08M | 1.76% | Jul 20, 2026 |
| Roof Eidam Maycock Peralta, LLC | Reduce 1.91% | -$112K | $5.77M | 1.14% | Jul 24, 2026 |
| Opal Wealth Advisors, LLC | Sell 100% | -$111K | $0 | 0.00% | Jul 20, 2026 |
| Accredited Investors Inc. | Reduce 1.31% | -$107K | $8.06M | 0.35% | Jul 21, 2026 |
| First Command Advisory Services, Inc. | Reduce 16.04% | -$106K | $556K | 0.00% | Aug 10, 2026 |
