| Stevens Capital Partners | New Buy | +$2.28M | $2.28M | 0.43% | Aug 10, 2026 |
| Lido Advisors, LLC | Reduce 34.72% | -$2.13M | $4M | 0.01% | Aug 7, 2026 |
| Guggenheim Capital LLC | Reduce 37.98% | -$2.05M | $3.35M | 0.02% | Aug 12, 2026 |
| Red Door Wealth Management, LLC | New Buy | +$1.43M | $1.43M | 0.13% | Jul 13, 2026 |
| AlphaCore Capital LLC | Added 103.75% | +$740K | $1.45M | 0.03% | Aug 6, 2026 |
| Oak Family Advisors, LLC | Added 7.63% | +$716K | $10.1M | 2.58% | Jul 20, 2026 |
| Pasadena Private Wealth, LLC | New Buy | +$668K | $668K | 0.08% | Aug 11, 2026 |
| Debussy Capital Management LP | Sell 100% | -$619K | $0 | Not reported | Aug 14, 2026 |
| Readystate Asset Management LP | New Buy | +$605K | $605K | 0.02% | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | Added 39.05% | +$570K | $2.03M | 0.63% | Jul 27, 2026 |
| Gerald Baker Financial Group LLC | Added 5.64% | +$544K | $10.2M | 2.90% | Aug 3, 2026 |
| Summit Financial, LLC | Reduce 71.79% | -$512K | $201K | 0.00% | Aug 12, 2026 |
| Tradition Wealth Management, LLC | Added 15.12% | +$507K | $3.86M | 0.24% | Aug 11, 2026 |
| Neville Rodie & Shaw Inc | Sell 100% | -$499K | $0 | 0.00% | Jul 6, 2026 |
| Mission Hills Financial Advisory, LLC | Added 51.59% | +$400K | $1.17M | 0.52% | Aug 14, 2026 |
| Magnus Financial Group LLC | Added 3.69% | +$346K | $9.72M | 0.69% | Jul 9, 2026 |
| ELCO Management Co., LLC | Sell 100% | -$285K | $0 | 0.00% | Aug 11, 2026 |
| Allie Family Office LLC | Sell 100% | -$255K | $0 | 0.00% | Aug 13, 2026 |
| Prospera Financial Services Inc | Added 32.15% | +$246K | $1.01M | 0.01% | Jul 15, 2026 |
| Jefferies Financial Group Inc. | Added 9.03% | +$231K | $2.79M | 0.02% | Aug 17, 2026 |
| 49 Wealth Management, LLC | New Buy | +$224K | $224K | 0.04% | Aug 18, 2026 |
| Alongside, LLC | New Buy | +$224K | $224K | 0.04% | Aug 14, 2026 |
| Griffin Asset Management, Inc. | Added 11.31% | +$214K | $2.1M | 0.22% | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | Sell 100% | -$211K | $0 | 0.00% | Aug 14, 2026 |
| Walker Asset Management, LLC | New Buy | +$210K | $210K | 0.11% | Jul 10, 2026 |
| Forty-three Eighteen Advisors, LLC | New Buy | +$205K | $205K | 0.14% | Jul 30, 2026 |
| Nabity-Jensen Investment Management Inc | New Buy | +$205K | $205K | 0.13% | Jul 27, 2026 |
| Post Resch Tallon Group Inc. | New Buy | +$205K | $205K | 0.14% | Jul 7, 2026 |
| GWN Securities Inc. | New Buy | +$204K | $204K | 0.03% | Aug 5, 2026 |
| Cohen & Steers, Inc. | Added 9.43% | +$204K | $2.36M | 0.00% | Aug 14, 2026 |
| Foster Group, Inc. | New Buy | +$204K | $204K | 0.01% | Jul 7, 2026 |
| Joseph P. Lucia & Associates, LLC | New Buy | +$200K | $200K | 0.06% | Aug 7, 2026 |
| MML Investors Services, LLC | Added 15.47% | +$194K | $1.45M | 0.00% | Aug 7, 2026 |
| Stratos Wealth Partners, LTD. | Added 8.85% | +$187K | $2.3M | 0.02% | Aug 11, 2026 |
| Matrix Private Capital Group LLC | Added 18.69% | +$182K | $1.16M | 0.50% | Aug 14, 2026 |
| Oakworth Capital, Inc. | New Buy | +$180K | $180K | 0.01% | Jul 22, 2026 |
| Brookstone Capital Management | Reduce 17.62% | -$148K | $694K | 0.01% | Jul 15, 2026 |
| Resurgent Financial Advisors LLC | Added 40.70% | +$139K | $481K | 0.13% | Aug 14, 2026 |
| Lanark Financial, Inc. | Added 6.24% | +$130K | $2.21M | 0.15% | Jul 21, 2026 |
| Independent Financial Group, LLC | Added 3.44% | +$121K | $3.65M | 0.07% | Jul 15, 2026 |
| Oppenheimer & Co Inc | Reduce 3.94% | -$119K | $2.91M | 0.03% | Aug 3, 2026 |
| Sterling Investment Advisors, Ltd. | Reduce 1.44% | -$113K | $7.72M | 1.29% | Jul 28, 2026 |
| D.A. Davidson & Co. | Added 43.93% | +$110K | $360K | 0.00% | Jul 24, 2026 |
| Merrion Investment Management Co, LLC | Added 9.09% | +$102K | $1.22M | 0.58% | Jul 13, 2026 |
| Integrity Alliance, LLC. | Added 5.56% | +$98.4K | $1.87M | 0.06% | Jul 31, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 14.77% | +$93.7K | $728K | 0.03% | Jul 23, 2026 |
| Quantum Portfolio Management LLC | Added 18.79% | +$83.9K | $530K | 0.19% | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | Reduce 3.45% | -$70.1K | $1.96M | 0.46% | Aug 14, 2026 |
| Kercheville Advisors, LLC | Added 3.58% | +$69.6K | $2.01M | 0.61% | Jul 30, 2026 |
| &Partners | Added 2.39% | +$67.2K | $2.88M | 0.01% | Aug 14, 2026 |
| Wedbush Securities Inc | Reduce 4.31% | -$65.6K | $1.46M | 0.04% | Jul 28, 2026 |
| First Trust Advisors LP | Added 2.92% | +$65K | $2.29M | 0.00% | Aug 11, 2026 |
| Future Financial Wealth Managment LLC | Reduce 6.47% | -$63.4K | $915K | 0.57% | Jul 24, 2026 |
| Aegis Wealth Management, Inc. | Reduce 3.63% | -$61.9K | $1.65M | 1.06% | Jul 16, 2026 |
| Smith Asset Management Co., LLC | Reduce 1.99% | -$61.1K | $3.01M | 2.37% | Jul 14, 2026 |
| Estate Planners Group, LLC | Added 16.19% | +$54.7K | $393K | 0.18% | Aug 13, 2026 |
| Maridea Wealth Management LLC | Added 8.12% | +$52.3K | $696K | 0.08% | Aug 6, 2026 |
| Purus Wealth Management, LLC | Added 16.17% | +$51.3K | $368K | 0.10% | Jul 13, 2026 |
| RFG Advisory, LLC | Reduce 11.93% | -$51.1K | $377K | 0.01% | Jul 15, 2026 |
| Index Technologies Group LLC | New Buy | +$48.5K | $48.5K | 0.04% | Aug 14, 2026 |
| Reaves W H & Co Inc | Added 1.40% | +$48.3K | $3.49M | 0.05% | Jul 30, 2026 |
| Focus Financial Network, Inc. | Added 8.12% | +$46.9K | $624K | 0.02% | Jul 9, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Added 9.12% | +$39.8K | $476K | 0.05% | Jul 9, 2026 |
| Wealth Effects LLC | Reduce 1.06% | -$35.9K | $3.34M | 0.90% | Aug 6, 2026 |
| City Center Advisors, LLC | Added 9.23% | +$33.3K | $395K | 0.32% | Jul 7, 2026 |
| Abound Wealth Management | New Buy | +$32.5K | $32.5K | 0.01% | Jul 10, 2026 |
| HBW Advisory Services LLC | Added 0.68% | +$30.8K | $4.55M | 0.41% | Jul 16, 2026 |
| Mgo One Seven LLC | Added 5.39% | +$30.1K | $589K | 0.01% | Jul 31, 2026 |
| Cary Street Partners Financial LLC | Added 12.08% | +$28.7K | $266K | 0.01% | Jul 17, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 64.59% | -$27.4K | $15K | 0.00% | Aug 11, 2026 |
| JBR Co Financial Management Inc | Added 0.47% | +$27.1K | $5.81M | 2.12% | Jul 9, 2026 |
| Semus Wealth Partners LLC | Reduce 9.52% | -$22.4K | $213K | 0.10% | Aug 10, 2026 |
| XML Financial, LLC | Reduce 2.10% | -$22.2K | $1.03M | 0.08% | Jul 24, 2026 |
| Peapack Gladstone Financial Corp | Reduce 6.13% | -$20.4K | $312K | 0.00% | Aug 14, 2026 |
| Monetary Management Group Inc | Added 2.33% | +$20.4K | $896K | 0.18% | Aug 12, 2026 |
| Nemes Rush Group LLC | Added 33.33% | +$20.4K | $81.4K | 0.01% | Aug 14, 2026 |
| Innova Wealth Partners | Added 5.13% | +$19.8K | $406K | 0.17% | Jul 15, 2026 |
| Assetmark, Inc | Reduce 19.72% | -$19.7K | $80.1K | 0.00% | Jul 30, 2026 |
| Orca Investment Management, LLC | Reduce 4.60% | -$17.8K | $369K | 0.27% | Aug 6, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$16.7K | $16.7K | 0.00% | Jul 10, 2026 |
| Armor Investment Advisors, LLC | Reduce 6.67% | -$16.3K | $228K | 0.07% | Aug 4, 2026 |
| Basepoint Wealth LLC | New Buy | +$16.1K | $16.1K | 0.01% | Aug 10, 2026 |
| Western Wealth Management, LLC | Added 5.17% | +$15.9K | $323K | 0.01% | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | Added 3.25% | +$14.5K | $462K | 0.06% | Jul 15, 2026 |
| IFG Advisory, LLC | Added 7.66% | +$14.3K | $200K | 0.01% | Aug 14, 2026 |
| Resources Management Corp /Ct/ | Sell 100% | -$14K | $0 | 0.00% | Aug 14, 2026 |
| PFG Investments, LLC | Added 1.71% | +$11.7K | $695K | 0.03% | Jul 23, 2026 |
| Triumph Capital Management | Reduce 2.03% | -$11.3K | $545K | 0.10% | Jul 21, 2026 |
| DAVENPORT & Co LLC | Reduce 1.48% | -$11K | $733K | 0.00% | Jul 13, 2026 |
| Avion Wealth | New Buy | +$10K | $10K | 0.00% | Jul 31, 2026 |
| PMG Family Office LLC | Added 0.92% | +$9.61K | $1.06M | 0.97% | Jul 16, 2026 |
| Newton One Investments LLC | New Buy | +$9.53K | $9.53K | 0.00% | Jul 22, 2026 |
| Per Stirling Capital Management, LLC. | Added 1.44% | +$8.14K | $574K | 0.05% | Aug 14, 2026 |
| Sigma Planning Corp | Added 0.51% | +$7.78K | $1.52M | 0.04% | Aug 7, 2026 |
| HBK Sorce Advisory LLC | Added 1.19% | +$7.77K | $663K | 0.01% | Aug 6, 2026 |
| Belpointe Asset Management LLC | Added 1.06% | +$7.7K | $731K | 0.02% | Jul 31, 2026 |
| Principal Securities, Inc. | Reduce 2.73% | -$7.7K | $274K | 0.00% | Aug 4, 2026 |
| World Investment Advisors | Reduce 0.55% | -$7.08K | $1.27M | 0.02% | Aug 14, 2026 |
| Castle Rock Wealth Management, LLC | Reduce 1.01% | -$7.03K | $687K | 0.13% | Jul 8, 2026 |
| Morton Brown Family Wealth, LLC | Sell 100% | -$6.28K | $0 | 0.00% | Jul 21, 2026 |
