| Fi3 FINANCIAL ADVISORS, LLC | Added 2280.27% | +$44.3M | $46.2M | 11.06% | Aug 14, 2026 |
| Rakuten Investment Management, Inc. | Reduce 43.27% | -$43.4M | $56.9M | 0.16% | Aug 18, 2026 |
| Blueprint Investment Partners LLC | Added 194.33% | +$28.3M | $42.9M | 3.58% | Aug 4, 2026 |
| SMI Advisory Services, LLC | New Buy | +$25.3M | $25.3M | 4.10% | Jul 9, 2026 |
| Thrivent Financial for Lutherans | Reduce 82.01% | -$20.1M | $4.41M | 0.01% | Aug 14, 2026 |
| Blueprint Financial Advisors LLC | Added 180.76% | +$15.4M | $23.9M | 2.66% | Aug 14, 2026 |
| Moller Wealth Partners | New Buy | +$13.8M | $13.8M | 2.49% | Jul 15, 2026 |
| Canandaigua National Bank & Trust Co | New Buy | +$7.71M | $7.71M | 0.65% | Jul 7, 2026 |
| Sumitomo Life Insurance Co | Added 42.37% | +$7.03M | $23.6M | 0.39% | Aug 12, 2026 |
| Mission Wealth Management, LP | Added 19.84% | +$6.94M | $41.9M | 0.51% | Jul 20, 2026 |
| Spartan Planning & Wealth Management | Added 308.15% | +$6.06M | $8.02M | 5.34% | Jul 22, 2026 |
| Disciplina Capital Management LLC | Reduce 9.14% | -$5.23M | $52M | 5.37% | Aug 10, 2026 |
| Nissay Asset Management Corp /Japan | New Buy | +$4.15M | $4.15M | 0.02% | Aug 14, 2026 |
| AXS Investments LLC | Sell 100% | -$3.93M | $0 | 0.00% | Aug 10, 2026 |
| Fund Evaluation Group, LLC | Sell 100% | -$3.67M | $0 | 0.00% | Aug 7, 2026 |
| Weil Company, Inc. | New Buy | +$2.92M | $2.92M | 0.51% | Aug 5, 2026 |
| Trust Co of Tennessee | Reduce 3.21% | -$2.64M | $79.4M | 13.88% | Jul 30, 2026 |
| Cornerstone Partners Capital Management, LLC | Reduce 38.72% | -$2.5M | $3.95M | 11.50% | Jul 30, 2026 |
| Ashton Thomas Securities, LLC | Sell 100% | -$2.1M | $0 | 0.00% | Jul 27, 2026 |
| Alongside, LLC | Reduce 54.88% | -$2.06M | $1.69M | 0.32% | Aug 14, 2026 |
| Choreo, LLC | Reduce 7.73% | -$1.99M | $23.7M | 0.26% | Aug 4, 2026 |
| IFG Advisory, LLC | New Buy | +$1.9M | $1.9M | 0.07% | Aug 14, 2026 |
| Phillips Financial Management, LLC | Reduce 22.67% | -$1.84M | $6.28M | 0.46% | Aug 3, 2026 |
| 49 Wealth Management, LLC | New Buy | +$1.69M | $1.69M | 0.32% | Aug 18, 2026 |
| 93 Financial Group, LLC | Reduce 6.65% | -$1.66M | $23.4M | 9.23% | Jul 29, 2026 |
| S. R. Schill & Associates | Added 7.97% | +$1.6M | $21.7M | 13.10% | Jul 15, 2026 |
| Virtus Family Office LLC | Added 172.70% | +$1.52M | $2.4M | 1.89% | Aug 4, 2026 |
| Baird Financial Group, Inc. | Added 130.23% | +$1.37M | $2.43M | 0.00% | Aug 12, 2026 |
| Wealth Alliance, LLC | Added 113.90% | +$1.33M | $2.5M | 0.21% | Aug 11, 2026 |
| Avior Wealth Management, LLC | Reduce 16.19% | -$1.26M | $6.55M | 0.17% | Jul 7, 2026 |
| Charles Schwab Trust Co | Reduce 4.53% | -$1.24M | $26.1M | 1.45% | Jul 10, 2026 |
| Geneos Wealth Management Inc. | Added 5419.29% | +$1.21M | $1.24M | 0.03% | Aug 6, 2026 |
| RFG Advisory, LLC | Added 53.82% | +$1.16M | $3.32M | 0.05% | Jul 15, 2026 |
| Trademark Financial Management, LLC | Reduce 61.75% | -$1.09M | $677K | 0.28% | Jul 27, 2026 |
| Strategic Financial Planning, Inc. | New Buy | +$1.05M | $1.05M | 0.55% | Aug 14, 2026 |
| VestGen Advisors, LLC | Added 40.03% | +$1.04M | $3.62M | 0.11% | Aug 11, 2026 |
| Commerce Bank | Added 25.47% | +$1.02M | $5.03M | 0.02% | Aug 12, 2026 |
| Stadion Money Management, LLC | Reduce 5.10% | -$997K | $18.6M | 1.60% | Aug 14, 2026 |
| Rockbridge Investment Management, LCC | Reduce 4.99% | -$950K | $18.1M | 1.47% | Aug 14, 2026 |
| Forefront Wealth Partners, LLC | Added 107.04% | +$933K | $1.8M | 0.56% | Aug 20, 2026 |
| Naviter Wealth, LLC | Added 24.30% | +$914K | $4.67M | 0.42% | Aug 7, 2026 |
| Thompson David Blair | Added 346.54% | +$896K | $1.15M | 0.58% | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | Reduce 49.87% | -$835K | $839K | 0.03% | Jul 27, 2026 |
| RKL Wealth Management LLC | New Buy | +$834K | $834K | 0.07% | Aug 11, 2026 |
| Financial & Tax Architects, LLC | Added 3.69% | +$801K | $22.5M | 4.75% | Jul 23, 2026 |
| Fiducient Advisors LLC | Added 4.03% | +$791K | $20.4M | 2.92% | Aug 7, 2026 |
| Sheets Smith Wealth Management | New Buy | +$761K | $761K | 0.08% | Jul 13, 2026 |
| Cahill Financial Advisors Inc | Added 54.22% | +$737K | $2.1M | 0.20% | Aug 11, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$716K | $716K | 0.01% | Aug 10, 2026 |
| IPG Investment Advisors LLC | Sell 100% | -$672K | $0 | 0.00% | Aug 12, 2026 |
| Navalign, LLC | Sell 100% | -$631K | $0 | 0.00% | Jul 28, 2026 |
| Independent Financial Group, LLC | New Buy | +$622K | $622K | 0.01% | Jul 15, 2026 |
| Fonville Wealth Management LLC | Added 33.67% | +$608K | $2.41M | 0.39% | Jul 28, 2026 |
| Lido Advisors, LLC | Added 3.63% | +$588K | $16.8M | 0.05% | Aug 7, 2026 |
| Private Client Services, LLC | Reduce 15.33% | -$560K | $3.09M | 0.81% | Jul 6, 2026 |
| Tectonic Advisors LLC | Added 3.45% | +$558K | $16.8M | 0.81% | Jul 15, 2026 |
| &Partners | Reduce 25.20% | -$557K | $1.65M | 0.01% | Aug 14, 2026 |
| Prosperity Bancshares Inc | Added 25.50% | +$552K | $2.72M | 1.78% | Aug 14, 2026 |
| Rialto Wealth Management, LLC | Added 7.35% | +$529K | $7.72M | 1.53% | Aug 11, 2026 |
| MPS Loria Financial Planners, LLC | Added 2.97% | +$527K | $18.3M | 4.21% | Jul 30, 2026 |
| Destiny Capital Corp | Reduce 55.92% | -$514K | $405K | 0.19% | Aug 10, 2026 |
| Modern Wealth Management, LLC | Reduce 13.52% | -$496K | $3.17M | 0.04% | Aug 14, 2026 |
| Cresset Asset Management, LLC | New Buy | +$492K | $492K | 0.00% | Aug 14, 2026 |
| PGIM Custom Harvest LLC | Reduce 2.73% | -$484K | $17.2M | 0.22% | Aug 13, 2026 |
| Kestra Investment Management, LLC | Added 51.03% | +$449K | $1.33M | 0.03% | Aug 5, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 19.81% | +$448K | $2.71M | 0.02% | Aug 6, 2026 |
| Freedom Day Solutions, LLC | Added 3.76% | +$417K | $11.5M | 2.54% | Jul 24, 2026 |
| Envision Financial LLC | Added 7.92% | +$375K | $5.12M | 2.36% | Jul 10, 2026 |
| Coastal Bridge Advisors, LLC | Added 30.68% | +$372K | $1.58M | 0.10% | Aug 17, 2026 |
| MML Investors Services, LLC | Added 13.70% | +$371K | $3.08M | 0.01% | Aug 7, 2026 |
| Moody National Bank Trust Division | Reduce 3.83% | -$330K | $8.3M | 0.69% | Jul 7, 2026 |
| Walkner Condon Financial Advisors LLC | Added 7.06% | +$315K | $4.77M | 0.55% | Jul 27, 2026 |
| Apollon Financial, LLC | Added 9.59% | +$311K | $3.55M | 0.42% | Jul 23, 2026 |
| TPG Financial Advisors, LLC | Added 3.89% | +$307K | $8.19M | 2.45% | Aug 10, 2026 |
| BDFS Capital LLC | Sell 100% | -$303K | $0 | 0.00% | Jul 15, 2026 |
| Tyche Wealth Partners LLC | Reduce 18.35% | -$296K | $1.32M | 0.18% | Aug 6, 2026 |
| Prosperity Financial Group, Inc. | New Buy | +$292K | $292K | 0.09% | Jul 28, 2026 |
| Roble, Belko & Company, Inc | Added 8.41% | +$291K | $3.75M | 0.41% | Jul 24, 2026 |
| Retiremitten Financial LLC | Added 6.50% | +$291K | $4.76M | 2.01% | Aug 10, 2026 |
| Financial Management, Inc. | Added 8.01% | +$286K | $3.86M | 3.16% | Aug 12, 2026 |
| Summitpoint Capital Management | Added 61.15% | +$281K | $741K | 0.80% | Aug 13, 2026 |
| Wealthspire Retirement, LLC | Added 31.58% | +$277K | $1.15M | 0.06% | Aug 12, 2026 |
| D.A. Davidson & Co. | New Buy | +$265K | $265K | 0.00% | Jul 24, 2026 |
| RHS Financial, LLC | Reduce 21.11% | -$249K | $930K | 0.38% | Aug 7, 2026 |
| Stamos Capital Partners, L.P. | Reduce 6.30% | -$240K | $3.58M | 0.55% | Aug 13, 2026 |
| IFC & Insurance Marketing, Inc. | Added 10.87% | +$240K | $2.45M | 2.16% | Jul 9, 2026 |
| Stratos Wealth Partners, LTD. | Sell 100% | -$230K | $0 | 0.00% | Aug 11, 2026 |
| Trivium Point Advisory, LLC | New Buy | +$225K | $225K | 0.02% | Aug 6, 2026 |
| Sax Wealth Advisors, LLC | New Buy | +$223K | $223K | 0.01% | Jul 9, 2026 |
| Synergy Asset Management, LLC | New Buy | +$222K | $222K | 0.02% | Jul 22, 2026 |
| DV Trading LLC | New Buy | +$219K | $219K | 0.01% | Aug 14, 2026 |
| Advisory Alpha, LLC | New Buy | +$219K | $219K | 0.01% | Aug 11, 2026 |
| FSA Investment Group, LLC | New Buy | +$219K | $219K | 0.07% | Jul 20, 2026 |
| Biltmore Wealth Management, LLC | Added 1.46% | +$216K | $15.1M | 4.70% | Jul 21, 2026 |
| Bailard, Inc. | New Buy | +$215K | $215K | 0.00% | Jul 30, 2026 |
| Anchor Capital Advisors LLC | New Buy | +$214K | $214K | 0.01% | Aug 5, 2026 |
| HCR Wealth Advisors | New Buy | +$213K | $213K | 0.02% | Jul 13, 2026 |
| Cannon Financial Strategists, Inc. | Added 1.54% | +$213K | $14.1M | 1.61% | Aug 7, 2026 |
| CX Institutional | Reduce 94.18% | -$210K | $13K | 0.00% | Jul 2, 2026 |
| Members Trust Co | New Buy | +$207K | $207K | 0.01% | Jul 31, 2026 |
