| Shaker Financial Services, LLC | Sell 100% | -$2.96M | $0 | 0.00% | Jul 15, 2026 |
| Quadrant Private Wealth Management, LLC | Sell 100% | -$1.21M | $0 | 0.00% | Jul 30, 2026 |
| Atlas Wealth LLC | New Buy | +$784K | $784K | 0.11% | Jul 28, 2026 |
| Westbourne Investments, Inc. | New Buy | +$704K | $704K | 0.29% | Aug 11, 2026 |
| Mgo One Seven LLC | Added 91.95% | +$485K | $1.01M | 0.02% | Jul 31, 2026 |
| UMB Bank, n.a. | Reduce 7.87% | -$481K | $5.64M | 0.07% | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 8.14% | +$405K | $5.39M | 0.15% | Jul 8, 2026 |
| Altium Capital Management LLC | Added 9.55% | +$259K | $2.98M | 6.27% | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | Sell 100% | -$235K | $0 | 0.00% | Aug 4, 2026 |
| Mezzasalma Advisors, LLC | New Buy | +$222K | $222K | 0.04% | Aug 10, 2026 |
| D.A. Davidson & Co. | Reduce 8.81% | -$222K | $2.29M | 0.01% | Jul 24, 2026 |
| Main Street Financial Solutions, LLC | New Buy | +$216K | $216K | 0.01% | Aug 7, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | New Buy | +$216K | $216K | 0.17% | Jul 22, 2026 |
| Choate Investment Advisors | New Buy | +$207K | $207K | 0.00% | Aug 11, 2026 |
| Pinnacle Associates Ltd | New Buy | +$207K | $207K | 0.00% | Aug 3, 2026 |
| Mascagni Wealth Management, Inc. | New Buy | +$206K | $206K | 0.13% | Jul 31, 2026 |
| Quantedge Capital Pte Ltd | Sell 100% | -$201K | $0 | 0.00% | Aug 6, 2026 |
| Uhlmann Price Securities, LLC | Added 93.31% | +$173K | $359K | 0.01% | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$156K | $156K | 0.01% | Jul 28, 2026 |
| Evolve Private Wealth, LLC | Reduce 6.83% | -$145K | $1.98M | 0.12% | Aug 12, 2026 |
| Thrivent Financial for Lutherans | Added 15.37% | +$137K | $1.03M | 0.00% | Aug 14, 2026 |
| Cornerstone Advisory, LLC | Added 2.40% | +$125K | $5.34M | 0.44% | Jul 29, 2026 |
| Guggenheim Capital LLC | Reduce 16.06% | -$117K | $609K | 0.00% | Aug 12, 2026 |
| North Star Investment Management Corp. | Sell 100% | -$94.4K | $0 | 0.00% | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | Added 5.22% | +$88.6K | $1.79M | 0.02% | Jul 27, 2026 |
| Whitener Capital Management, Inc. | Reduce 7.20% | -$83.8K | $1.08M | 0.23% | Jul 10, 2026 |
| 1620 Investment Advisors, Inc. | Reduce 2.47% | -$78.8K | $3.11M | 1.93% | Jul 14, 2026 |
| First Financial Bankshares Inc | Reduce 11.38% | -$49.8K | $388K | 0.01% | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | New Buy | +$49.8K | $49.8K | 0.02% | Jul 31, 2026 |
| Assetmark, Inc | Reduce 85.85% | -$48.4K | $7.99K | 0.00% | Jul 30, 2026 |
| Savvy Advisors, Inc. | Added 9.19% | +$36.7K | $436K | 0.01% | Aug 3, 2026 |
| United Financial Planning Group LLC | New Buy | +$35.9K | $35.9K | 0.02% | Aug 6, 2026 |
| &Partners | Added 3.87% | +$32.8K | $881K | 0.00% | Aug 14, 2026 |
| Commonwealth Retirement Investments LLC | New Buy | +$31K | $31K | 0.01% | Aug 3, 2026 |
| First Trust Advisors LP | Reduce 1.06% | -$30.9K | $2.88M | 0.00% | Aug 11, 2026 |
| Quantinno Capital Management LP | Added 8.45% | +$23.1K | $297K | 0.00% | Aug 13, 2026 |
| Uncommon Cents Investing LLC | Reduce 0.40% | -$22.2K | $5.47M | 1.19% | Jul 20, 2026 |
| Prentiss Smith & Co Inc | Reduce 8.91% | -$21.5K | $220K | 0.12% | Jul 30, 2026 |
| Joel Isaacson & Co., LLC | Added 5.06% | +$20.7K | $429K | 0.01% | Aug 4, 2026 |
| Albion Financial Group | Reduce 1.80% | -$18.9K | $1.03M | 0.06% | Jul 22, 2026 |
| Tower Wealth Partners, Inc. | Added 2.36% | +$12.7K | $550K | 0.27% | Aug 12, 2026 |
| Foundations Investment Advisors, LLC | Added 1.68% | +$10.3K | $624K | 0.01% | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | New Buy | +$10.2K | $10.2K | 0.00% | Jul 30, 2026 |
| Asset Dedication, LLC | Added 41.72% | +$9.54K | $32.4K | 0.00% | Jul 30, 2026 |
| Moneta Group Investment Advisors LLC | Reduce 3.99% | -$9.09K | $218K | 0.00% | Aug 14, 2026 |
| Successful Portfolios LLC | Added 1.21% | +$6.53K | $546K | 0.26% | Jul 14, 2026 |
| Cora Capital Advisors LLC | Added 1.54% | +$6.33K | $419K | 0.12% | Jul 24, 2026 |
| American Institute for Advanced Investment Management, LLP | Added 1.53% | +$5.37K | $355K | 0.21% | Jul 22, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$4.65K | $0 | 0.00% | Jul 20, 2026 |
| SHP Wealth Management | Added 49.77% | +$3.79K | $11.4K | 0.00% | Aug 11, 2026 |
| RB Capital Management, LLC | Added 0.17% | +$3.51K | $2.1M | 0.41% | Aug 18, 2026 |
| Unify Financial Advisors | Reduce 1.05% | -$2.93K | $277K | 0.26% | Jul 21, 2026 |
| Quent Capital, LLC | Added 1.54% | +$2.86K | $189K | 0.01% | Aug 7, 2026 |
| Baird Financial Group, Inc. | Added 1.24% | +$2.79K | $228K | 0.00% | Aug 12, 2026 |
| Bessemer Group Inc | Added 1.52% | +$2.62K | $175K | 0.00% | Aug 12, 2026 |
| First Command Advisory Services, Inc. | Added 1.53% | +$2.48K | $164K | 0.00% | Aug 10, 2026 |
| Level Four Advisory Services, LLC | Added 0.52% | +$2.03K | $389K | 0.01% | Aug 10, 2026 |
| Beckerman Institutional, LLC | Added 0.11% | +$1.45K | $1.38M | 0.66% | Aug 11, 2026 |
| Oppenheimer & Co Inc | Added 0.41% | +$1.41K | $346K | 0.00% | Aug 3, 2026 |
| Advocate Investing Services LLC | Added 1.46% | +$826 | $57.6K | 0.04% | Jul 29, 2026 |
| HM Payson & Co | Added 1.52% | +$612 | $40.9K | 0.00% | Jul 17, 2026 |
| Armstrong Advisory Group, Inc | Added 1.21% | +$482 | $40.4K | 0.00% | Jul 13, 2026 |
| CX Institutional | Added 2.33% | +$477 | $21K | 0.00% | Jul 2, 2026 |
| First Pacific Financial | Reduce 5.22% | -$413 | $7.5K | 0.00% | Jul 20, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Added 0.08% | +$275 | $349K | 0.00% | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 2.56% | +$172 | $6.89K | 0.00% | Aug 10, 2026 |
| Stone House Investment Management, LLC | Added 2.72% | +$137 | $5.18K | 0.00% | Aug 5, 2026 |
