| Bluespring Wealth Management, LLC | New Buy | +$24.2M | $24.2M | 0.47% | Aug 11, 2026 |
| Sit Investment Associates Inc | Reduce 60.70% | -$20.6M | $13.3M | 0.25% | Aug 12, 2026 |
| Atria Investments, Inc | Added 330.75% | +$3.49M | $4.55M | 0.05% | Jul 28, 2026 |
| Rathbones Group PLC | Reduce 55.71% | -$3.05M | $2.43M | 0.01% | Jul 23, 2026 |
| Shaker Financial Services, LLC | Sell 100% | -$1.71M | $0 | 0.00% | Jul 15, 2026 |
| Readystate Asset Management LP | Sell 100% | -$1.63M | $0 | 0.00% | Aug 14, 2026 |
| Quarry LP | Sell 100% | -$1.45M | $0 | 0.00% | Aug 14, 2026 |
| Matrix Private Capital Group LLC | Added 23.10% | +$767K | $4.09M | 1.78% | Aug 14, 2026 |
| Transcend Capital Advisors, LLC | New Buy | +$766K | $766K | 0.05% | Aug 4, 2026 |
| Guggenheim Capital LLC | New Buy | +$730K | $730K | 0.00% | Aug 12, 2026 |
| Inspire Advisors, LLC | New Buy | +$712K | $712K | 0.05% | Aug 13, 2026 |
| IFG Advisory, LLC | Added 5730.13% | +$593K | $603K | 0.02% | Aug 14, 2026 |
| Griffin Asset Management, Inc. | Added 48.24% | +$564K | $1.73M | 0.18% | Jul 23, 2026 |
| Logan Stone Capital, LLC | Sell 100% | -$531K | $0 | 0.00% | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | Added 64.34% | +$498K | $1.27M | 0.56% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 108.69% | +$468K | $899K | 0.00% | Jul 13, 2026 |
| Smith, Moore & Co. | New Buy | +$382K | $382K | 0.02% | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | Reduce 59.63% | -$344K | $233K | 0.00% | Aug 19, 2026 |
| Mgo One Seven LLC | New Buy | +$332K | $332K | 0.01% | Jul 31, 2026 |
| PFG Investments, LLC | Added 153.29% | +$331K | $547K | 0.02% | Jul 23, 2026 |
| Independent Financial Group, LLC | Added 9.74% | +$316K | $3.56M | 0.07% | Jul 15, 2026 |
| Evolve Private Wealth, LLC | New Buy | +$293K | $293K | 0.02% | Aug 12, 2026 |
| Oppenheimer & Co Inc | Added 34.05% | +$287K | $1.13M | 0.01% | Aug 3, 2026 |
| Simon Quick Advisors, LLC | Added 102.42% | +$283K | $558K | 0.02% | Jul 28, 2026 |
| Bulldog Investors, LLP | Sell 100% | -$278K | $0 | 0.00% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$270K | $270K | 0.00% | Jul 17, 2026 |
| CSS LLC | Reduce 17.84% | -$248K | $1.14M | 0.04% | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Sell 100% | -$232K | $0 | 0.00% | Jul 16, 2026 |
| McGowan Group Asset Management, Inc. | Added 0.61% | +$232K | $38.4M | 4.66% | Aug 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | New Buy | +$230K | $230K | 0.03% | Jul 9, 2026 |
| Kestra Private Wealth Services, LLC | Added 23.23% | +$226K | $1.2M | 0.01% | Jul 28, 2026 |
| Kovack Advisors, Inc. | Sell 100% | -$210K | $0 | 0.00% | Jul 29, 2026 |
| Tyche Wealth Partners LLC | New Buy | +$208K | $208K | 0.03% | Aug 6, 2026 |
| Snowden Capital Advisors LLC | New Buy | +$205K | $205K | 0.00% | Aug 13, 2026 |
| Yukon Wealth Management, Inc. | New Buy | +$203K | $203K | 0.06% | Aug 17, 2026 |
| FORM Wealth Advisors, LLC | New Buy | +$202K | $202K | 0.02% | Jul 10, 2026 |
| Grove Bank & Trust | New Buy | +$199K | $199K | 0.02% | Jul 7, 2026 |
| Accel Wealth Management | Reduce 9.57% | -$193K | $1.82M | 0.41% | Jul 10, 2026 |
| Calamos Advisors LLC | Reduce 25.94% | -$177K | $504K | 0.00% | Jul 31, 2026 |
| Samalin Investment Counsel, LLC | Reduce 29.89% | -$175K | $409K | 0.13% | Jul 27, 2026 |
| Prospera Financial Services Inc | Added 16.59% | +$138K | $970K | 0.01% | Jul 15, 2026 |
| Wedbush Securities Inc | Added 6.22% | +$129K | $2.21M | 0.06% | Jul 28, 2026 |
| Pension & Wealth Management Advisors, Inc. | New Buy | +$102K | $102K | 0.03% | Aug 7, 2026 |
| Benjamin Edwards Inc | Reduce 11.64% | -$100K | $761K | 0.01% | Jul 24, 2026 |
| Certified Advisory Corp | Reduce 12.08% | -$98.6K | $718K | 0.06% | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | New Buy | +$96.6K | $96.6K | 0.01% | Aug 11, 2026 |
| Noble Wealth Management PBC | Reduce 20.00% | -$82.8K | $331K | 0.15% | Jul 1, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$80.5K | $80.5K | 0.02% | Jul 23, 2026 |
| MML Investors Services, LLC | Added 11.73% | +$66.8K | $636K | 0.00% | Aug 7, 2026 |
| Conning Inc. | Added 1.82% | +$65.1K | $3.64M | 0.11% | Jul 30, 2026 |
| Sheets Smith Wealth Management | Added 23.85% | +$63.5K | $329K | 0.03% | Jul 13, 2026 |
| MPWM Advisory Solutions, LLC | New Buy | +$52.4K | $52.4K | 0.02% | Aug 13, 2026 |
| First Trust Advisors LP | Added 1.50% | +$52K | $3.52M | 0.00% | Aug 11, 2026 |
| Zions Bancorporation, National Association | Sell 100% | -$51.8K | $0 | 0.00% | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | Added 19.27% | +$47.4K | $293K | 0.02% | Aug 7, 2026 |
| Maridea Wealth Management LLC | Added 7.17% | +$45.9K | $685K | 0.07% | Aug 6, 2026 |
| Adalta Capital Management LLC | Added 12.48% | +$37.5K | $338K | 0.15% | Aug 14, 2026 |
| Symphony Financial Services, Inc. | Reduce 3.70% | -$36.1K | $941K | 0.42% | Jul 22, 2026 |
| Garden State Investment Advisory Services LLC | Reduce 5.14% | -$32.5K | $600K | 0.11% | Aug 11, 2026 |
| Quad-Cities Investment Group, LLC | Added 5.51% | +$30.7K | $589K | 0.21% | Jul 7, 2026 |
| Geneos Wealth Management Inc. | Added 16.50% | +$28.3K | $200K | 0.00% | Aug 6, 2026 |
| Smith Asset Management Co., LLC | Reduce 1.07% | -$28K | $2.59M | 2.04% | Jul 14, 2026 |
| Z3 Capital Partners, LLC | Reduce 3.51% | -$24.5K | $674K | 0.14% | Jul 28, 2026 |
| Gill Capital Partners, LLC | Reduce 16.26% | -$23.8K | $123K | 0.03% | Aug 20, 2026 |
| Belpointe Asset Management LLC | Reduce 5.51% | -$23.2K | $398K | 0.01% | Jul 31, 2026 |
| NewEdge Wealth, LLC | Added 4.73% | +$22.1K | $489K | 0.00% | Aug 10, 2026 |
| Fusion Capital, LLC | Reduce 9.66% | -$22K | $206K | 0.05% | Aug 5, 2026 |
| Triumph Capital Management | Added 7.22% | +$22K | $327K | 0.06% | Jul 21, 2026 |
| Baird Financial Group, Inc. | Added 6.07% | +$21.8K | $381K | 0.00% | Aug 12, 2026 |
| C2C Wealth Management, LLC | Reduce 0.27% | -$20.7K | $7.63M | 5.98% | Jul 9, 2026 |
| Cary Street Partners Financial LLC | Added 4.11% | +$20.3K | $514K | 0.01% | Jul 17, 2026 |
| Aviance Capital Partners, LLC | Added 1.08% | +$17.2K | $1.6M | 0.17% | Jul 31, 2026 |
| Uniting Wealth Partners, LLC | Added 4.09% | +$13.8K | $351K | 0.07% | Aug 6, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$13.4K | $13.4K | 0.00% | Jul 28, 2026 |
| Summit Financial, LLC | Reduce 3.04% | -$13.2K | $420K | 0.00% | Aug 12, 2026 |
| Advisory Advocates, LLC | Added 0.57% | +$12.2K | $2.16M | 1.85% | Aug 10, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$10.9K | $0 | 0.00% | Jul 20, 2026 |
| PMG Family Office LLC | Added 0.75% | +$10.5K | $1.42M | 1.31% | Jul 16, 2026 |
| Mezzasalma Advisors, LLC | Added 1.76% | +$10.1K | $584K | 0.12% | Aug 10, 2026 |
| Continuum Advisory, LLC | New Buy | +$10.1K | $10.1K | 0.00% | Aug 6, 2026 |
| Sigma Planning Corp | Added 3.82% | +$9.77K | $266K | 0.01% | Aug 7, 2026 |
| Lanark Financial, Inc. | Reduce 3.14% | -$9.19K | $284K | 0.02% | Jul 21, 2026 |
| Comprehensive Money Management Services LLC | Reduce 2.81% | -$8.69K | $300K | 0.19% | Aug 17, 2026 |
| World Investment Advisors | Reduce 0.48% | -$8.15K | $1.68M | 0.03% | Aug 14, 2026 |
| North Star Investment Management Corp. | Added 1.66% | +$8K | $491K | 0.03% | Jul 28, 2026 |
| AlphaCore Capital LLC | Added 0.91% | +$7.31K | $811K | 0.01% | Aug 6, 2026 |
| &Partners | Reduce 0.50% | -$6.84K | $1.35M | 0.01% | Aug 14, 2026 |
| Primoris Wealth Advisors, LLC | Reduce 1.79% | -$6.76K | $371K | 0.17% | Jul 29, 2026 |
| Arkadios Wealth Advisors | Added 2.24% | +$5.57K | $255K | 0.00% | Aug 10, 2026 |
| Key Financial Inc | New Buy | +$5.52K | $5.52K | 0.00% | Jul 24, 2026 |
| Investment Partners Asset Management, Inc. | Added 0.74% | +$5.16K | $704K | 0.39% | Jul 24, 2026 |
| Shulman DeMeo Asset Management LLC | Reduce 1.21% | -$3.64K | $297K | 0.06% | Jul 8, 2026 |
| Assetmark, Inc | Added 19.16% | +$3.15K | $19.6K | 0.00% | Jul 30, 2026 |
| Heritage Wealth Management, Inc. | Reduce 1.19% | -$2.79K | $231K | 0.06% | Jul 28, 2026 |
| Ballast Advisors LLC | Sell 100% | -$2.59K | $0 | 0.00% | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | Added 0.37% | +$2.37K | $644K | 0.04% | Jul 23, 2026 |
| Coastal Bridge Advisors, LLC | Added 0.31% | +$2.35K | $763K | 0.05% | Aug 17, 2026 |
| Golden State Wealth Management, LLC | Added 1.42% | +$1.96K | $140K | 0.01% | Jul 22, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$1.66K | $1.66K | 0.00% | Jul 10, 2026 |
| Capital Analysts, LLC | Reduce 28.42% | -$1.59K | $4K | 0.00% | Aug 5, 2026 |
