| Columbus Macro, LLC | Sell 100% | -$10.1M | $0 | 0.00% | Jul 22, 2026 |
| Van Eck Associates Corp | Added 28.13% | +$8.92M | $40.6M | 0.02% | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$3.49M | $3.49M | 0.10% | Aug 14, 2026 |
| First National Trust Co | Sell 100% | -$2.53M | $0 | 0.00% | Jul 30, 2026 |
| Sound Income Strategies, LLC | Added 5.26% | +$2.32M | $46.5M | 2.09% | Jul 20, 2026 |
| National Philanthropic Trust | Added 62.50% | +$2.32M | $6.03M | 0.09% | Aug 14, 2026 |
| Melia Wealth LLC | Reduce 20.41% | -$2.14M | $8.35M | 4.81% | Aug 17, 2026 |
| Tectonic Advisors LLC | Added 16.08% | +$2.01M | $14.5M | 0.70% | Jul 15, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$1.81M | $1.81M | 0.04% | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Sell 100% | -$1.54M | $0 | 0.00% | Aug 13, 2026 |
| Advisors Capital Management, LLC | Added 10.01% | +$1.35M | $14.8M | 0.16% | Aug 11, 2026 |
| OMERS ADMINISTRATION Corp | Added 2.57% | +$867K | $34.6M | 0.21% | Aug 13, 2026 |
| Ares Management LLC | Added 3.69% | +$859K | $24.1M | 1.05% | Aug 14, 2026 |
| &Partners | Reduce 58.65% | -$816K | $575K | 0.00% | Aug 14, 2026 |
| Callodine Capital Management, LP | Added 4.12% | +$799K | $20.2M | 1.32% | Aug 14, 2026 |
| Caprock Group, LLC | Reduce 72.96% | -$759K | $281K | 0.01% | Jul 27, 2026 |
| Quantinno Capital Management LP | Reduce 70.13% | -$748K | $318K | 0.00% | Aug 13, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$733K | $0 | 0.00% | Aug 10, 2026 |
| Benjamin Edwards Inc | Reduce 20.43% | -$609K | $2.37M | 0.02% | Jul 24, 2026 |
| Lido Advisors, LLC | Added 67.91% | +$608K | $1.5M | 0.00% | Aug 7, 2026 |
| Cresset Asset Management, LLC | Added 7.21% | +$579K | $8.61M | 0.03% | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | New Buy | +$548K | $548K | 0.54% | Jul 27, 2026 |
| RMR Capital Management, LLC | Added 12.17% | +$528K | $4.87M | 3.35% | Jul 27, 2026 |
| Plan Group Financial, LLC | Added 33.15% | +$514K | $2.07M | 0.43% | Aug 3, 2026 |
| Dearborn Partners LLC | Added 56.58% | +$513K | $1.42M | 0.04% | Aug 17, 2026 |
| Barnett & Company, Inc. | Sell 100% | -$512K | $0 | 0.00% | Aug 12, 2026 |
| Muzinich & Co., Inc. | Added 2.70% | +$485K | $18.5M | 6.31% | Jul 27, 2026 |
| CANADA LIFE ASSURANCE Co | Added 18.53% | +$471K | $3.01M | 0.00% | Aug 13, 2026 |
| Allen Investment Management, LLC | Reduce 1.94% | -$464K | $23.5M | 0.28% | Aug 5, 2026 |
| Klein Pavlis & Peasley Financial, Inc. | Sell 100% | -$447K | $0 | 0.00% | Jul 23, 2026 |
| Cornerstone Wealth Management, LLC | Reduce 59.73% | -$444K | $299K | 0.01% | Jul 22, 2026 |
| SCS Capital Management LLC | Added 3.87% | +$443K | $11.9M | 0.11% | Aug 6, 2026 |
| Main Street Financial Solutions, LLC | Added 99.17% | +$439K | $881K | 0.06% | Aug 7, 2026 |
| Texas Yale Capital Corp. | Reduce 68.23% | -$438K | $204K | 0.00% | Aug 12, 2026 |
| W1M Asset Management Ltd | Sell 100% | -$425K | $0 | 0.00% | Aug 12, 2026 |
| IFG Advisory, LLC | New Buy | +$388K | $388K | 0.01% | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 161.30% | +$384K | $622K | 0.02% | Jul 8, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 2.89% | +$383K | $13.6M | 0.01% | Jul 30, 2026 |
| Silver Oak Securities, Incorporated | Sell 100% | -$377K | $0 | 0.00% | Aug 7, 2026 |
| Kapitalo Investimentos Ltda | New Buy | +$345K | $345K | 0.02% | Aug 14, 2026 |
| MQS Management LLC | Sell 100% | -$295K | $0 | 0.00% | Aug 7, 2026 |
| Kavar Capital Partners Group, LLC | Sell 100% | -$287K | $0 | 0.00% | Jul 20, 2026 |
| Gilman Hill Asset Management, LLC | Added 3.44% | +$286K | $8.6M | 1.18% | Jul 9, 2026 |
| Ignite Planners, LLC | Added 14.60% | +$281K | $2.21M | 0.30% | Jul 23, 2026 |
| Moneta Group Investment Advisors LLC | New Buy | +$276K | $276K | 0.00% | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | Added 20.83% | +$268K | $1.55M | 0.30% | Aug 12, 2026 |
| Mgo One Seven LLC | Reduce 4.06% | -$250K | $5.9M | 0.10% | Jul 31, 2026 |
| Calton & Associates, Inc. | Sell 100% | -$242K | $0 | 0.00% | Aug 10, 2026 |
| Whipplewood Advisors, LLC | Added 48.87% | +$229K | $696K | 0.47% | Jul 27, 2026 |
| Greenland Capital Management LP | New Buy | +$223K | $223K | 0.03% | Aug 12, 2026 |
| Foundations Investment Advisors, LLC | Reduce 27.06% | -$222K | $598K | 0.01% | Aug 14, 2026 |
| Prospera Financial Services Inc | Sell 100% | -$221K | $0 | 0.00% | Jul 15, 2026 |
| MML Investors Services, LLC | New Buy | +$217K | $217K | 0.00% | Aug 7, 2026 |
| Triad Investment Management | Reduce 47.07% | -$215K | $242K | 0.27% | Jul 21, 2026 |
| Commerce Advisors, LLC | New Buy | +$213K | $213K | 0.12% | Aug 4, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$200K | $200K | 0.00% | Jul 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | Sell 100% | -$200K | $0 | 0.00% | Aug 13, 2026 |
| Worth Asset Management, LLC | Sell 100% | -$194K | $0 | 0.00% | Jul 8, 2026 |
| D.A. Davidson & Co. | Added 5.02% | +$173K | $3.62M | 0.02% | Jul 24, 2026 |
| Caz Investments LP | Added 100.00% | +$172K | $343K | 0.06% | Aug 24, 2026 |
| Clayton Partners LLC | Reduce 5.81% | -$159K | $2.58M | 1.70% | Aug 14, 2026 |
| Naviter Wealth, LLC | Reduce 5.57% | -$153K | $2.6M | 0.24% | Aug 7, 2026 |
| EMC Capital Management | Sell 100% | -$113K | $0 | 0.00% | Jul 29, 2026 |
| Argent Trust Co | Added 4.42% | +$98.6K | $2.33M | 0.07% | Aug 6, 2026 |
| Denali Advisors LLC | Reduce 3.93% | -$97.8K | $2.39M | 0.24% | Aug 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | Sell 100% | -$96.2K | $0 | 0.00% | Aug 10, 2026 |
| Ehrenkranz Partners L.P. | Added 14.79% | +$95.1K | $739K | 0.43% | Aug 14, 2026 |
| Savvy Advisors, Inc. | Added 10.62% | +$90K | $937K | 0.02% | Aug 3, 2026 |
| Canton Hathaway, LLC | Reduce 10.95% | -$84.1K | $684K | 0.13% | Aug 6, 2026 |
| Virtus Investment Advisers, LLC | Reduce 16.52% | -$75.5K | $382K | 0.09% | Aug 11, 2026 |
| Titiun Yejiel | Sell 100% | -$73.5K | $0 | 0.00% | Aug 6, 2026 |
| Confluence Investment Management LLC | Added 2.00% | +$71.5K | $3.64M | 0.06% | Jul 1, 2026 |
| Diversify Advisory Services, LLC | Added 10.75% | +$70.6K | $727K | 0.01% | Aug 10, 2026 |
| Wealthstar Advisors, LLC | Reduce 3.12% | -$69.3K | $2.15M | 0.63% | Jul 30, 2026 |
| Lifetime Wealth Management P.C. | Added 4.13% | +$69.2K | $1.74M | 1.02% | Aug 17, 2026 |
| Mutual Advisors, LLC | Added 23.81% | +$68.7K | $357K | 0.01% | Aug 14, 2026 |
| Tred Avon Family Wealth, LLC | Reduce 7.16% | -$68.5K | $889K | 0.27% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | Added 10.23% | +$67.5K | $727K | 0.01% | Jul 30, 2026 |
| Independent Financial Group, LLC | Added 5.55% | +$62.4K | $1.19M | 0.02% | Jul 15, 2026 |
| Waterloo Capital, L.P. | Added 2.51% | +$60.6K | $2.48M | 0.14% | Jul 29, 2026 |
| Family Wealth Partners, LLC | Added 9.74% | +$54.7K | $617K | 0.19% | Jul 10, 2026 |
| Stratos Wealth Partners, LTD. | Added 30.45% | +$52.8K | $226K | 0.00% | Aug 11, 2026 |
| Guggenheim Capital LLC | Added 9.74% | +$52.2K | $588K | 0.00% | Aug 12, 2026 |
| Truvestments Capital LLC | Added 1.41% | +$44.1K | $3.18M | 0.47% | Aug 12, 2026 |
| Monument Capital Management | Added 14.07% | +$43.8K | $355K | 0.07% | Jul 22, 2026 |
| Kovack Advisors, Inc. | Added 9.83% | +$32.8K | $366K | 0.02% | Jul 29, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 5.51% | +$31.4K | $601K | 0.03% | Jul 23, 2026 |
| Innovative Asset Advisors Group, LLC | Sell 100% | -$31.2K | $0 | 0.00% | Aug 5, 2026 |
| Essex Financial Services, Inc. | Reduce 4.63% | -$30.2K | $622K | 0.03% | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 5.49% | +$29.7K | $570K | 0.00% | Aug 6, 2026 |
| Mallini Complete Financial Planning LLC | Reduce 10.55% | -$29.2K | $248K | 0.18% | Jul 8, 2026 |
| Indivisible Partners | Reduce 12.63% | -$28.6K | $198K | 0.01% | Aug 4, 2026 |
| Harbor Investment Advisory, LLC | Reduce 86.13% | -$25.7K | $4.14K | 0.00% | Jul 7, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$25.5K | $25.5K | 0.01% | Aug 14, 2026 |
| Key Capital Management, INC | Reduce 28.00% | -$21.1K | $54.3K | 0.03% | Jul 28, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | Reduce 63.64% | -$21K | $12K | 0.00% | Aug 10, 2026 |
| Oppenheimer & Co Inc | Reduce 9.19% | -$19.5K | $193K | 0.00% | Aug 3, 2026 |
| Basso Capital Management, L.P. | Sell 100% | -$18.4K | $0 | 0.00% | Jul 27, 2026 |
| Triumph Capital Management | Added 1010.00% | +$17.3K | $19.1K | 0.00% | Jul 21, 2026 |
| Huntington National Bank | Reduce 99.90% | -$17K | $17 | 0.00% | Aug 13, 2026 |
