| Capital Wealth Planning, LLC | Sell 100% | -$16.4M | $0 | 0.00% | Aug 14, 2026 |
| Van Eck Associates Corp | Reduce 25.93% | -$9.4M | $26.8M | 0.02% | Aug 14, 2026 |
| PFM Health Sciences, LP | New Buy | +$7.12M | $7.12M | 0.61% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 5.82% | -$6M | $97M | 0.14% | Aug 14, 2026 |
| First Trust Advisors LP | Added 7.30% | +$2.31M | $33.9M | 0.02% | Aug 11, 2026 |
| Quantinno Capital Management LP | Added 8.79% | +$1.82M | $22.5M | 0.03% | Aug 13, 2026 |
| Brandes Investment Partners, LP | Added 2.45% | +$1.74M | $72.8M | 0.51% | Aug 14, 2026 |
| Assetmark, Inc | Added 38.25% | +$1.4M | $5.04M | 0.01% | Jul 30, 2026 |
| Graham Capital Management, L.P. | New Buy | +$1.21M | $1.21M | 0.02% | Aug 14, 2026 |
| Vident Advisory, LLC | Added 91.80% | +$1.1M | $2.31M | 0.02% | Aug 12, 2026 |
| AdvisorShares Investments LLC | New Buy | +$913K | $913K | 0.11% | Aug 11, 2026 |
| Natixis Advisors, LLC | Reduce 17.19% | -$893K | $4.3M | 0.00% | Aug 14, 2026 |
| Arjuna Capital | Reduce 63.70% | -$635K | $362K | 0.08% | Aug 14, 2026 |
| Yousif Capital Management, LLC | Sell 100% | -$600K | $0 | 0.00% | Jul 16, 2026 |
| Lester Murray Antman dba SimplyRich | Sell 100% | -$568K | $0 | 0.00% | Aug 3, 2026 |
| Bridgefront Capital, LLC | Sell 100% | -$489K | $0 | 0.00% | Aug 14, 2026 |
| Ethic Inc. | Added 9.08% | +$488K | $5.85M | 0.07% | Jul 29, 2026 |
| Sivia Capital Partners, LLC | Added 85.44% | +$476K | $1.03M | 0.13% | Jul 23, 2026 |
| Atria Investments, Inc | Added 201.88% | +$461K | $689K | 0.01% | Jul 28, 2026 |
| Summit Global Investments | Reduce 23.45% | -$438K | $1.43M | 0.08% | Aug 3, 2026 |
| Burns Matteson Capital Management, LLC | New Buy | +$424K | $424K | 0.13% | Jul 17, 2026 |
| Jefferies Financial Group Inc. | Sell 100% | -$420K | $0 | 0.00% | Aug 17, 2026 |
| Managed Asset Portfolios, LLC | Added 1.42% | +$409K | $29.2M | 3.34% | Aug 6, 2026 |
| Beverly Hills Private Wealth, LLC | Sell 100% | -$370K | $0 | 0.00% | Aug 7, 2026 |
| Axq Capital, LP | Sell 100% | -$351K | $0 | 0.00% | Aug 6, 2026 |
| Vise Technologies, Inc. | Added 22.64% | +$350K | $1.89M | 0.02% | Aug 11, 2026 |
| MML Investors Services, LLC | Added 25.07% | +$311K | $1.55M | 0.00% | Aug 7, 2026 |
| Intelligence Driven Advisers, LLC | Sell 100% | -$286K | $0 | 0.00% | Aug 6, 2026 |
| Personal Cfo Solutions, LLC | New Buy | +$285K | $285K | 0.04% | Aug 7, 2026 |
| Corient IA LP | Sell 100% | -$276K | $0 | 0.00% | Aug 12, 2026 |
| Heritage Investors Management Corp | Reduce 16.68% | -$263K | $1.31M | 0.04% | Aug 4, 2026 |
| May Hill Capital, LLC | Sell 100% | -$253K | $0 | 0.00% | Aug 7, 2026 |
| Naviter Wealth, LLC | Added 33.09% | +$241K | $970K | 0.09% | Aug 7, 2026 |
| Keebeck Wealth Management | Sell 100% | -$234K | $0 | 0.00% | Aug 11, 2026 |
| First Command Advisory Services, Inc. | Added 262.11% | +$231K | $320K | 0.00% | Aug 10, 2026 |
| Anchyra Partners LLC | Sell 100% | -$231K | $0 | 0.00% | Jul 23, 2026 |
| Flow Traders U.S. LLC | New Buy | +$216K | $216K | 0.01% | Aug 14, 2026 |
| Sagespring Wealth Partners, LLC | Sell 100% | -$204K | $0 | 0.00% | Aug 3, 2026 |
| Dynasty Wealth Management, LLC | Added 117.16% | +$198K | $367K | 0.00% | Aug 13, 2026 |
| Manning & Napier Advisors LLC | Reduce 5.52% | -$194K | $3.32M | 0.04% | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | New Buy | +$191K | $191K | 0.00% | Jul 27, 2026 |
| SmartHarvest Portfolios, LLC | Added 83.57% | +$186K | $409K | 0.13% | Aug 4, 2026 |
| Stonebrook Private Inc. | New Buy | +$184K | $184K | 0.03% | Aug 14, 2026 |
| Keybank National Association | Reduce 28.89% | -$182K | $447K | 0.00% | Jul 28, 2026 |
| Optas, LLC | New Buy | +$177K | $177K | 0.02% | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 11.13% | -$176K | $1.41M | 0.01% | Jul 17, 2026 |
| Blair William & Co | New Buy | +$172K | $172K | 0.00% | Aug 11, 2026 |
| Modern Wealth Management, LLC | New Buy | +$169K | $169K | 0.00% | Aug 14, 2026 |
| Aspiriant, LLC | New Buy | +$165K | $165K | 0.00% | Jul 20, 2026 |
| Ariadne Wealth Management, LP | New Buy | +$163K | $163K | 0.07% | Aug 13, 2026 |
| Principal Securities, Inc. | New Buy | +$163K | $163K | 0.00% | Aug 4, 2026 |
| Elevation Point Wealth Partners, LLC | Added 6.74% | +$154K | $2.44M | 0.05% | Aug 12, 2026 |
| Pzena Investment Management LLC | Added 33.36% | +$152K | $606K | 0.00% | Aug 7, 2026 |
| Evolve Private Wealth, LLC | Added 29.89% | +$125K | $542K | 0.03% | Aug 12, 2026 |
| Jackson Thornton Wealth Management, LLC | Added 52.46% | +$121K | $351K | 0.03% | Aug 6, 2026 |
| Evergreen Capital Management LLC | Reduce 10.83% | -$101K | $834K | 0.01% | Jul 23, 2026 |
| Syon Capital LLC | Reduce 11.98% | -$99.1K | $729K | 0.03% | Aug 14, 2026 |
| Independent Advisor Alliance | Added 51.71% | +$97.7K | $287K | 0.01% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 1.72% | +$95.3K | $5.64M | 0.05% | Aug 14, 2026 |
| Bayforest Capital Ltd | Reduce 56.73% | -$93.6K | $71.4K | 0.07% | Aug 5, 2026 |
| Legacy Wealth Asset Management, LLC | Reduce 3.40% | -$90.3K | $2.57M | 0.56% | Jul 9, 2026 |
| Gold Investment Management Ltd. | Reduce 4.90% | -$87.4K | $1.7M | 0.46% | Aug 6, 2026 |
| QRG Capital Management, Inc. | Added 1.38% | +$81.2K | $5.98M | 0.05% | Jul 14, 2026 |
| Walkner Condon Financial Advisors LLC | Added 50.12% | +$80.5K | $241K | 0.03% | Jul 27, 2026 |
| Lanark Financial, Inc. | Added 10.42% | +$79.4K | $841K | 0.06% | Jul 21, 2026 |
| &Partners | Added 14.36% | +$76.1K | $606K | 0.00% | Aug 14, 2026 |
| Gallacher Capital Management LLC | Reduce 18.62% | -$73.2K | $320K | 0.18% | Jul 17, 2026 |
| Ausdal Financial Partners, Inc. | Added 13.59% | +$71.2K | $595K | 0.02% | Aug 14, 2026 |
| Angeles Wealth Management, LLC | Added 31.51% | +$69.3K | $289K | 0.01% | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 42.32% | +$68.2K | $229K | 0.00% | Aug 6, 2026 |
| Versant Capital Management, Inc | Added 10.82% | +$66.8K | $684K | 0.06% | Jul 2, 2026 |
| Aaron Wealth Advisors LLC | Reduce 9.46% | -$66.4K | $636K | 0.03% | Jul 16, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$63K | $0 | 0.00% | Aug 13, 2026 |
| United Capital Financial Advisors, LLC | Reduce 12.15% | -$61K | $441K | 0.00% | Aug 17, 2026 |
| Pure Financial Advisors, LLC | Added 25.16% | +$54.8K | $272K | 0.00% | Aug 17, 2026 |
| Probity Advisors, Inc. | Added 7.28% | +$50.8K | $748K | 0.11% | Jul 31, 2026 |
| SYM FINANCIAL Corp | Added 18.32% | +$47.5K | $307K | 0.02% | Aug 4, 2026 |
| BSW Wealth Partners | Added 17.19% | +$43.6K | $297K | 0.03% | Jul 15, 2026 |
| Cornerstone Select Advisors, LLC | Added 23.51% | +$43.3K | $228K | 0.10% | Aug 5, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Reduce 5.51% | -$40.6K | $696K | 0.01% | Jul 15, 2026 |
| Cibc World Market Inc. | Added 17.55% | +$40.4K | $271K | 0.00% | Aug 13, 2026 |
| Addison Advisors LLC | Sell 100% | -$40.2K | $0 | 0.00% | Aug 10, 2026 |
| Caprock Group, LLC | Reduce 5.60% | -$39.5K | $666K | 0.01% | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | Added 199.83% | +$38.3K | $57.4K | 0.01% | Jul 28, 2026 |
| Kathmere Capital Management, LLC | Reduce 14.66% | -$37.4K | $218K | 0.01% | Jul 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 4.21% | +$35.9K | $888K | 0.02% | Aug 14, 2026 |
| Focused Alpha, LLC | Added 12.44% | +$33.5K | $303K | 0.08% | Aug 7, 2026 |
| Carrera Capital Advisors | Added 1.24% | +$33.4K | $2.73M | 0.40% | Aug 3, 2026 |
| West Family Investments, Inc. | Added 12.50% | +$31.3K | $281K | 0.08% | Aug 10, 2026 |
| TD Private Client Wealth LLC | Reduce 7.84% | -$30.1K | $353K | 0.01% | Aug 4, 2026 |
| Trek Financial, LLC | Reduce 9.37% | -$26.2K | $254K | 0.01% | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 10.63% | -$24.8K | $208K | 0.00% | Jul 20, 2026 |
| Drive Wealth Management, LLC | Added 13.48% | +$24.5K | $206K | 0.04% | Jul 22, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$24.1K | $0 | 0.00% | Jul 20, 2026 |
| Salomon & Ludwin, LLC | Reduce 53.53% | -$22.1K | $19.2K | 0.00% | Aug 7, 2026 |
| Xponance LLC | Added 12.85% | +$20.9K | $183K | 0.00% | Aug 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | Sell 100% | -$20.8K | $0 | 0.00% | Aug 10, 2026 |
| Fulton Bank, N.A. | Reduce 7.65% | -$18.7K | $226K | 0.01% | Jul 9, 2026 |
| Ascent Group, LLC | Added 7.32% | +$18.3K | $268K | 0.01% | Aug 3, 2026 |
| PDS Planning, Inc | Added 7.07% | +$18.1K | $274K | 0.02% | Aug 5, 2026 |
