| Mainstay Capital Management LLC | Added 120.38% | +$64.3M | $118M | 8.71% | Aug 12, 2026 |
| Marks Wealth, LLC | Added 77.51% | +$47.2M | $108M | 23.42% | Jul 29, 2026 |
| Mason Investment Advisory Services, Inc. | Reduce 3.74% | -$34.7M | $893M | 33.98% | Aug 13, 2026 |
| Matson Money. Inc. | Reduce 6.91% | -$33.9M | $457M | 12.72% | Jul 17, 2026 |
| AlphaCore Capital LLC | Added 30802.18% | +$28.2M | $28.3M | 0.52% | Aug 6, 2026 |
| Nan Shan Life Insurance Co., Ltd. | New Buy | +$25.8M | $25.8M | 0.81% | Aug 14, 2026 |
| AdvisorShares Investments LLC | New Buy | +$22.1M | $22.1M | 2.67% | Aug 11, 2026 |
| Caisse de depot et placement du Quebec | New Buy | +$22.1M | $22.1M | 0.03% | Aug 14, 2026 |
| Prudential PLC | Added 47.45% | +$21.2M | $65.9M | 0.36% | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | Reduce 42.28% | -$20M | $27.3M | 9.30% | Jul 7, 2026 |
| Wharton Business Group, LLC | Reduce 7.52% | -$17.3M | $213M | 7.13% | Aug 10, 2026 |
| Systelligence, LLC | New Buy | +$15.8M | $15.8M | 2.63% | Jul 14, 2026 |
| Basso Capital Management, L.P. | New Buy | +$13.8M | $13.8M | 2.94% | Jul 27, 2026 |
| Addison Advisors LLC | Reduce 59.76% | -$13.7M | $9.24M | 4.36% | Aug 10, 2026 |
| State of Michigan Retirement System | Reduce 21.98% | -$12.3M | $43.6M | 0.19% | Jul 30, 2026 |
| Syntax Research, Inc. | Reduce 92.66% | -$10.5M | $832K | 0.61% | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | Added 73.07% | +$9.5M | $22.5M | 0.62% | Jul 24, 2026 |
| Redhawk Wealth Advisors, Inc. | Sell 100% | -$9.16M | $0 | 0.00% | Jul 9, 2026 |
| Ocean Park Asset Management, LLC | New Buy | +$6.59M | $6.59M | 0.32% | Jul 10, 2026 |
| Kathmere Capital Management, LLC | Reduce 7.08% | -$6.51M | $85.4M | 4.52% | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | Added 2037.35% | +$6.11M | $6.41M | 0.06% | Aug 11, 2026 |
| Intrust Bank NA | Reduce 17.46% | -$6.09M | $28.8M | 2.12% | Aug 5, 2026 |
| Family Manage LLC | Reduce 86.45% | -$5.9M | $925K | 0.09% | Aug 14, 2026 |
| Elk River Wealth Management LLC | Reduce 15.15% | -$5.18M | $29M | 4.62% | Aug 12, 2026 |
| Cavalier Investments, LLC | New Buy | +$4.94M | $4.94M | 0.21% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Added 136.29% | +$4.43M | $7.69M | 0.01% | Aug 12, 2026 |
| GTS Securities LLC | Reduce 78.96% | -$3.85M | $1.03M | 0.02% | Aug 14, 2026 |
| Q3 Asset Management | New Buy | +$3.76M | $3.76M | 0.69% | Aug 14, 2026 |
| Sage Advisory Services, Ltd.Co. | Sell 100% | -$3.74M | $0 | 0.00% | Jul 22, 2026 |
| Nomura Asset Management Co Ltd | Reduce 40.00% | -$3.74M | $5.61M | 0.01% | Aug 13, 2026 |
| Erste Asset Management GmbH | Added 16.63% | +$3.45M | $24.2M | 0.19% | Jul 28, 2026 |
| Tactive Advisors, LLC | Reduce 33.14% | -$3.3M | $6.66M | 1.64% | Jul 9, 2026 |
| GeoWealth Management, LLC | Added 333.31% | +$3.3M | $4.28M | 0.13% | Jul 30, 2026 |
| Meridian Wealth Partners, LLC | Reduce 8.60% | -$3.2M | $34M | 4.12% | Aug 12, 2026 |
| Synergy Asset Management, LLC | Added 416.20% | +$3.1M | $3.85M | 0.36% | Jul 22, 2026 |
| Foster Group, Inc. | Reduce 11.03% | -$3.02M | $24.3M | 0.65% | Jul 7, 2026 |
| Gilpin Wealth Management, LLC | Reduce 38.71% | -$2.88M | $4.56M | 3.15% | Jul 24, 2026 |
| Flow Traders U.S. LLC | New Buy | +$2.55M | $2.55M | 0.10% | Aug 14, 2026 |
| Park Avenue Securities LLC | Reduce 16.82% | -$2.44M | $12.1M | 0.08% | Jul 20, 2026 |
| Mullooly Asset Management, Inc. | Reduce 4.83% | -$2.35M | $46.3M | 14.26% | Aug 5, 2026 |
| FDx Advisors, Inc. | Sell 100% | -$1.87M | $0 | 0.00% | Aug 4, 2026 |
| Per Stirling Capital Management, LLC. | Added 48.72% | +$1.76M | $5.38M | 0.51% | Aug 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | Reduce 13.67% | -$1.74M | $11M | 2.48% | Jul 15, 2026 |
| Fig Financial Advisory Services Inc | Sell 100% | -$1.59M | $0 | 0.00% | Aug 10, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.52M | $1.52M | 0.15% | Aug 14, 2026 |
| Composition Wealth, LLC | Reduce 24.74% | -$1.42M | $4.32M | 0.05% | Jul 22, 2026 |
| MML Investors Services, LLC | Reduce 2.28% | -$1.4M | $60.3M | 0.12% | Aug 7, 2026 |
| Thrivent Financial for Lutherans | Reduce 14.01% | -$1.4M | $8.61M | 0.01% | Aug 14, 2026 |
| Silver Oak Securities, Incorporated | New Buy | +$1.38M | $1.38M | 0.08% | Aug 7, 2026 |
| Power Wealth Management LLC | New Buy | +$1.38M | $1.38M | 0.47% | Aug 3, 2026 |
| Capital Investment Advisors, LLC | Added 53.03% | +$1.35M | $3.89M | 0.05% | Aug 6, 2026 |
| First Financial Bank - Trust Division | Reduce 9.39% | -$1.25M | $12M | 0.86% | Jul 1, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Reduce 28.78% | -$1.22M | $3.02M | 0.01% | Aug 10, 2026 |
| Allstate Corp | Sell 100% | -$1.21M | $0 | 0.00% | Aug 13, 2026 |
| Cornerstone Advisors Asset Management, LLC | Sell 100% | -$1.15M | $0 | 0.00% | Aug 11, 2026 |
| Legacy Wealth Managment, LLC | Added 524.18% | +$1.06M | $1.26M | 0.52% | Aug 13, 2026 |
| Kovack Advisors, Inc. | Added 322.24% | +$1.05M | $1.38M | 0.07% | Jul 29, 2026 |
| Optivise Advisory Services LLC | New Buy | +$1.05M | $1.05M | 0.53% | Jul 13, 2026 |
| Lanark Financial, Inc. | Added 811.37% | +$984K | $1.11M | 0.07% | Jul 21, 2026 |
| PFG Advisors | Reduce 73.68% | -$960K | $343K | 0.02% | Jul 16, 2026 |
| NorthRock Partners, LLC | Reduce 26.02% | -$955K | $2.72M | 0.04% | Aug 11, 2026 |
| LCW Services, LLC | Reduce 11.29% | -$910K | $7.15M | 3.11% | Jul 30, 2026 |
| Financial & Tax Architects, LLC | Reduce 27.47% | -$876K | $2.31M | 0.49% | Jul 23, 2026 |
| Arkadios Wealth Advisors | Reduce 24.23% | -$875K | $2.74M | 0.04% | Aug 10, 2026 |
| Keystone Global Partners, LLC | Added 22.24% | +$851K | $4.68M | 1.77% | Jul 16, 2026 |
| Fifth Third Securities, Inc. | New Buy | +$848K | $848K | 0.05% | Jul 15, 2026 |
| Itau Unibanco Holding S.A. | New Buy | +$847K | $847K | 0.02% | Aug 14, 2026 |
| Advyzon Investment Management, LLC | Added 185.55% | +$842K | $1.3M | 0.09% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 16.04% | -$806K | $4.22M | 0.02% | Jul 20, 2026 |
| Axxcess Wealth Management, LLC | Added 97.22% | +$775K | $1.57M | 0.03% | Jul 28, 2026 |
| Jackson Thornton Wealth Management, LLC | Reduce 13.09% | -$739K | $4.9M | 0.39% | Aug 6, 2026 |
| IFG Advisory, LLC | New Buy | +$713K | $713K | 0.03% | Aug 14, 2026 |
| WBH Advisory Inc | Reduce 26.21% | -$702K | $1.98M | 0.13% | Aug 5, 2026 |
| Independent Advisor Alliance | Sell 100% | -$674K | $0 | 0.00% | Aug 12, 2026 |
| Alterna Wealth Management, Inc | Sell 100% | -$645K | $0 | 0.00% | Jul 16, 2026 |
| Lido Advisors, LLC | Added 2.41% | +$637K | $27.1M | 0.07% | Aug 7, 2026 |
| Anderson Hoagland & Co | Reduce 6.93% | -$620K | $8.32M | 0.65% | Jul 6, 2026 |
| Absolute Capital Management, LLC | Reduce 16.63% | -$619K | $3.1M | 0.77% | Jul 24, 2026 |
| Apeiron RIA LLC | Reduce 49.30% | -$599K | $616K | 0.16% | Jul 16, 2026 |
| EFG International AG | Reduce 3.82% | -$594K | $14.9M | 0.27% | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | New Buy | +$589K | $589K | 0.13% | Aug 12, 2026 |
| CGN Advisors LLC | Reduce 65.12% | -$585K | $313K | 0.02% | Jul 6, 2026 |
| Cresset Asset Management, LLC | Added 3.13% | +$567K | $18.7M | 0.07% | Aug 14, 2026 |
| RFG Advisory, LLC | Reduce 50.90% | -$566K | $546K | 0.01% | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | New Buy | +$562K | $562K | 0.03% | Aug 4, 2026 |
| Bokf, NA | New Buy | +$544K | $544K | 0.01% | Aug 10, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$529K | $529K | 0.19% | Aug 14, 2026 |
| Petra Financial Advisors Inc | Added 29.17% | +$521K | $2.31M | 1.07% | Jul 24, 2026 |
| Rossby Financial, LCC | Added 486.89% | +$497K | $599K | 0.11% | Aug 4, 2026 |
| Inspire Advisors, LLC | Added 59.36% | +$487K | $1.31M | 0.09% | Aug 13, 2026 |
| Accredited Investors Inc. | Reduce 37.21% | -$485K | $819K | 0.04% | Jul 21, 2026 |
| World Investment Advisors | Reduce 26.09% | -$472K | $1.34M | 0.02% | Aug 14, 2026 |
| Diversified Trust Co | Reduce 20.53% | -$459K | $1.78M | 0.03% | Jul 17, 2026 |
| Index Technologies Group LLC | New Buy | +$435K | $435K | 0.35% | Aug 14, 2026 |
| SVB Wealth LLC | Reduce 7.05% | -$430K | $5.67M | 0.36% | Jul 17, 2026 |
| Goldstone Financial Group, LLC | New Buy | +$410K | $410K | 0.04% | Aug 11, 2026 |
| Valued Retirements, Inc. | Added 8.90% | +$406K | $4.97M | 4.46% | Aug 13, 2026 |
| Baron Silver Stevens Financial Advisors, LLC | Reduce 8.17% | -$359K | $4.04M | 0.51% | Jul 31, 2026 |
| Fulcrum Equity Management | New Buy | +$342K | $342K | 0.25% | Jul 9, 2026 |
| NDWM LLC | Added 6.71% | +$339K | $5.39M | 3.17% | Jul 23, 2026 |
