| Field & Main Bank | New Buy | +$82.7M | $82.7M | 17.05% | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Reduce 4.82% | -$4.86M | $96M | 2.75% | Aug 19, 2026 |
| Champlain Investment Partners, LLC | Reduce 16.05% | -$3.96M | $20.7M | 0.53% | Aug 12, 2026 |
| Deprince Race & Zollo Inc | Reduce 39.55% | -$3.83M | $5.85M | 0.10% | Aug 20, 2026 |
| Natixis Advisors, LLC | Added 39.64% | +$3.75M | $13.2M | 0.01% | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 2.59% | -$2.63M | $98.8M | 0.31% | Aug 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 55.20% | -$1.64M | $1.33M | 0.00% | Aug 13, 2026 |
| Voloridge Investment Management, LLC | Reduce 48.17% | -$1.34M | $1.45M | 0.01% | Aug 14, 2026 |
| FJ Capital Management LLC | Reduce 12.37% | -$879K | $6.22M | 0.81% | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | Added 8.08% | +$803K | $10.7M | 0.06% | Aug 11, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 61.92% | +$782K | $2.04M | 0.04% | Aug 14, 2026 |
| Banc Funds Co LLC | New Buy | +$765K | $765K | 0.13% | Aug 13, 2026 |
| Quantinno Capital Management LP | Added 103.34% | +$752K | $1.48M | 0.00% | Aug 13, 2026 |
| Baird Financial Group, Inc. | Reduce 16.57% | -$702K | $3.53M | 0.00% | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 27.62% | -$697K | $1.83M | 0.01% | Aug 4, 2026 |
| Thrivent Financial for Lutherans | Reduce 6.97% | -$605K | $8.06M | 0.01% | Aug 14, 2026 |
| Avior Wealth Management, LLC | Sell 100% | -$600K | $0 | 0.00% | Jul 7, 2026 |
| Numerai GP LLC | Added 18.16% | +$549K | $3.58M | 0.29% | Aug 14, 2026 |
| EntryPoint Capital, LLC | Reduce 39.16% | -$515K | $799K | 0.19% | Aug 13, 2026 |
| Glenview Trust Co | Added 10.97% | +$436K | $4.41M | 0.06% | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell 100% | -$395K | $0 | 0.00% | Aug 17, 2026 |
| Chatham Capital Group, Inc. | Added 10.76% | +$371K | $3.82M | 0.49% | Jul 13, 2026 |
| Evergreen Capital Management LLC | New Buy | +$342K | $342K | 0.01% | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | Added 18.33% | +$327K | $2.11M | 0.01% | Jul 17, 2026 |
| Blair William & Co | Sell 100% | -$304K | $0 | 0.00% | Aug 11, 2026 |
| Voleon Capital Management LP | Reduce 39.75% | -$301K | $456K | 0.01% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Sell 100% | -$275K | $0 | 0.00% | Jul 29, 2026 |
| Investments & Financial Planning, LLC | Reduce 32.69% | -$250K | $514K | 0.24% | Aug 13, 2026 |
| Curi Capital, LLC | Added 0.98% | +$243K | $24.9M | 0.38% | Aug 14, 2026 |
| First Trust Advisors LP | Added 10.61% | +$237K | $2.47M | 0.00% | Aug 11, 2026 |
| Jain Global LLC | New Buy | +$213K | $213K | 0.00% | Aug 14, 2026 |
| Legacy Financial Independent Advisors LLC | New Buy | +$211K | $211K | 0.10% | Aug 10, 2026 |
| Bessemer Group Inc | Sell 100% | -$211K | $0 | 0.00% | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | New Buy | +$210K | $210K | 0.01% | Aug 7, 2026 |
| Atlanta Consulting Group Advisors, LLC | New Buy | +$210K | $210K | 0.03% | Aug 14, 2026 |
| Ardent Capital Management, Inc. | New Buy | +$203K | $203K | 0.08% | Jul 20, 2026 |
| MML Investors Services, LLC | Added 34.32% | +$149K | $584K | 0.00% | Aug 7, 2026 |
| Oxford Financial Group, Ltd. LLC | Reduce 0.99% | -$111K | $11.1M | 0.56% | Aug 11, 2026 |
| Amica Mutual Insurance Co | Reduce 2.39% | -$105K | $4.27M | 0.36% | Aug 5, 2026 |
| Independence Bank of Kentucky | Reduce 8.16% | -$93K | $1.05M | 0.12% | Jul 13, 2026 |
| Aptus Capital Advisors, LLC | Added 0.61% | +$88.2K | $14.6M | 0.10% | Aug 12, 2026 |
| Angel Oak Capital Advisors, LLC | Added 20.00% | +$76.5K | $459K | 0.58% | Aug 12, 2026 |
| Advisory Research Inc | Reduce 4.59% | -$68.4K | $1.42M | 0.14% | Aug 13, 2026 |
| Silver Oak Securities, Incorporated | Reduce 8.23% | -$61K | $681K | 0.04% | Aug 7, 2026 |
| Crawford Investment Counsel Inc | Reduce 0.59% | -$56.1K | $9.38M | 0.16% | Aug 14, 2026 |
| Keybank National Association | Added 11.37% | +$53.8K | $526K | 0.00% | Jul 28, 2026 |
| Formidable Asset Management, LLC | Reduce 3.75% | -$48.3K | $1.24M | 0.20% | Jul 17, 2026 |
| Diversified Trust Co | Reduce 6.64% | -$45.5K | $640K | 0.01% | Jul 17, 2026 |
| Rafferty Asset Management, LLC | Reduce 3.44% | -$40.1K | $1.13M | 0.00% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Reduce 2.66% | -$34.5K | $1.26M | 0.01% | Jul 13, 2026 |
| Harvey Investment Co LLC | Reduce 1.18% | -$22.9K | $1.93M | 0.21% | Jul 22, 2026 |
| Sippican Capital Advisors | Reduce 1.36% | -$16.4K | $1.2M | 0.73% | Jul 22, 2026 |
| Kemnay Advisory Services Inc. | New Buy | +$14K | $14K | 0.00% | Aug 14, 2026 |
| Money Concepts Capital Corp | Added 1.52% | +$12.5K | $834K | 0.04% | Aug 4, 2026 |
| Guggenheim Capital LLC | Reduce 0.69% | -$9.71K | $1.4M | 0.01% | Aug 12, 2026 |
| Alps Advisors Inc | Added 1.35% | +$8.11K | $608K | 0.00% | Jul 29, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 33.21% | +$6.65K | $26.7K | 0.00% | Aug 13, 2026 |
| Continuum Advisory, LLC | New Buy | +$6.27K | $6.27K | 0.00% | Aug 6, 2026 |
| Huntington National Bank | Reduce 5.02% | -$5.51K | $104K | 0.00% | Aug 13, 2026 |
| Assetmark, Inc | Sell 100% | -$5.5K | $0 | 0.00% | Jul 30, 2026 |
| Firethorn Wealth Partners, LLC | Added 0.48% | +$5.43K | $1.14M | 0.37% | Jul 15, 2026 |
| Atria Investments, Inc | Added 1.33% | +$4.05K | $308K | 0.00% | Jul 28, 2026 |
| Quarry LP | New Buy | +$3.75K | $3.75K | 0.00% | Aug 14, 2026 |
| Harbor Capital Advisors, Inc. | Reduce 10.76% | -$2.65K | $22K | 0.00% | Aug 7, 2026 |
| Bare Financial Services, Inc | Reduce 58.62% | -$2.6K | $1.84K | 0.00% | Jul 27, 2026 |
| Richardson Financial Services Inc. | Added 10.61% | +$2.52K | $26.3K | 0.01% | Aug 10, 2026 |
| Independent Solutions Wealth Management, LLC | Added 0.38% | +$994 | $262K | 0.03% | Jul 29, 2026 |
| Versant Capital Management, Inc | Added 7.01% | +$841 | $12.8K | 0.00% | Jul 2, 2026 |
| Fiduciary Financial Advisors | New Buy | +$305 | $305 | 0.00% | Aug 14, 2026 |
| Creative Capital Management Investments LLC | New Buy | +$229 | $229 | 0.00% | Jul 24, 2026 |
| Pictet Asset Management Holding SA | Added 0.05% | +$153 | $308K | 0.00% | Jul 30, 2026 |
| TFC Financial Management, Inc. | New Buy | +$77 | $77 | 0.00% | Jul 23, 2026 |
| LRI Investments, LLC | New Buy | +$76 | $76 | 0.00% | Jul 14, 2026 |
| Hughes Financial Services, LLC | New Buy | +$76 | $76 | 0.00% | Jul 20, 2026 |
