| Thrivent Financial for Lutherans | Added 32.53% | +$11.7M | $47.5M | 0.08% | Aug 14, 2026 |
| Avid Wealth Partners LLC | New Buy | +$8M | $8M | 3.87% | Aug 3, 2026 |
| Baird Financial Group, Inc. | Added 64.97% | +$4.99M | $12.7M | 0.02% | Aug 12, 2026 |
| Members Advisory Group LLC | Added 26.55% | +$4.22M | $20.1M | 5.62% | Jul 15, 2026 |
| Sbe LLC Dba Cedar Cove Wealth Partners | Added 152.11% | +$3.14M | $5.2M | 2.45% | Jul 21, 2026 |
| Channel Wealth LLC | New Buy | +$2.17M | $2.17M | 0.49% | Aug 4, 2026 |
| Saxon Interests, Inc. | Added 151.25% | +$2.06M | $3.42M | 0.95% | Aug 12, 2026 |
| Arkadios Wealth Advisors | New Buy | +$1.88M | $1.88M | 0.03% | Aug 10, 2026 |
| Mgo One Seven LLC | New Buy | +$1.76M | $1.76M | 0.03% | Jul 31, 2026 |
| Benson Wealth Management INC | New Buy | +$1.71M | $1.71M | 1.72% | Aug 10, 2026 |
| Arrow Financial Corp | Added 8.12% | +$1.58M | $21M | 1.88% | Jul 31, 2026 |
| Mezzasalma Advisors, LLC | New Buy | +$1.56M | $1.56M | 0.31% | Aug 10, 2026 |
| Old Port Advisors | New Buy | +$1.56M | $1.56M | 0.31% | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | Added 97.79% | +$1.27M | $2.56M | 0.03% | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | New Buy | +$1.19M | $1.19M | 0.01% | Aug 19, 2026 |
| Gerber Kawasaki Wealth & Investment Management | Added 30.70% | +$1.09M | $4.62M | 0.12% | Aug 7, 2026 |
| Balboa Wealth Partners | New Buy | +$1.05M | $1.05M | 0.14% | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | Added 129.86% | +$1.02M | $1.81M | 0.17% | Aug 14, 2026 |
| Lido Advisors, LLC | New Buy | +$803K | $803K | 0.00% | Aug 7, 2026 |
| Unique Wealth Strategies, LLC | Reduce 35.57% | -$793K | $1.44M | 0.52% | Jul 15, 2026 |
| Perennial Investment Advisors, LLC | Added 76.64% | +$763K | $1.76M | 0.12% | Aug 14, 2026 |
| Highline Wealth Partners LLC | New Buy | +$693K | $693K | 0.14% | Jul 15, 2026 |
| Wedbush Securities Inc | New Buy | +$650K | $650K | 0.02% | Jul 28, 2026 |
| Unique Wealth, LLC | New Buy | +$631K | $631K | 0.07% | Jul 21, 2026 |
| APS Management Group, Inc. | New Buy | +$591K | $591K | 0.45% | Jul 13, 2026 |
| Silver Oak Securities, Incorporated | New Buy | +$585K | $585K | 0.04% | Aug 7, 2026 |
| Joseph P. Lucia & Associates, LLC | New Buy | +$533K | $533K | 0.16% | Aug 7, 2026 |
| Hengehold Capital Management LLC | Added 5.00% | +$418K | $8.76M | 0.68% | Jul 16, 2026 |
| Avaii Wealth Management, LLC | Added 30.14% | +$409K | $1.77M | 0.52% | Aug 10, 2026 |
| Alteri Wealth LLC | New Buy | +$393K | $393K | 0.11% | Jul 29, 2026 |
| Gill Capital Partners, LLC | New Buy | +$377K | $377K | 0.10% | Aug 20, 2026 |
| Willner & Heller, LLC | New Buy | +$358K | $358K | 0.22% | Jul 7, 2026 |
| D.A. Davidson & Co. | New Buy | +$336K | $336K | 0.00% | Jul 24, 2026 |
| Capital Square, LLC | New Buy | +$329K | $329K | 0.14% | Aug 13, 2026 |
| Intrepid Financial Planning Group LLC | New Buy | +$325K | $325K | 0.11% | Aug 12, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$321K | $321K | 0.01% | Aug 10, 2026 |
| Weaver Consulting Group | New Buy | +$302K | $302K | 0.06% | Jul 29, 2026 |
| Nations Financial Group Inc, /Ia/ | New Buy | +$293K | $293K | 0.01% | Jul 23, 2026 |
| HUB Investment Partners, LLC | New Buy | +$287K | $287K | 0.01% | Jul 31, 2026 |
| Post Resch Tallon Group Inc. | New Buy | +$253K | $253K | 0.18% | Jul 7, 2026 |
| San Luis Wealth Advisors LLC | Added 5.76% | +$244K | $4.48M | 0.67% | Jul 16, 2026 |
| Oder Investment Management, LLC | Added 46.98% | +$240K | $751K | 0.50% | Aug 11, 2026 |
| Grantvest Financial Group LLC | New Buy | +$236K | $236K | 0.14% | Aug 7, 2026 |
| Jacobs Equity LLC | New Buy | +$231K | $231K | 0.16% | Aug 17, 2026 |
| Torrey-Payne Wealth Management, LLC | Added 7.36% | +$231K | $3.37M | 2.77% | Jul 23, 2026 |
| Resurgent Financial Advisors LLC | New Buy | +$225K | $225K | 0.06% | Aug 14, 2026 |
| MML Investors Services, LLC | New Buy | +$221K | $221K | 0.00% | Aug 7, 2026 |
| Independent Financial Group, LLC | New Buy | +$214K | $214K | 0.00% | Jul 15, 2026 |
| MWA Asset Management | Added 51.03% | +$168K | $498K | 0.23% | Jul 31, 2026 |
| Brookstone Capital Management | Added 10.47% | +$155K | $1.64M | 0.02% | Jul 15, 2026 |
| Pinnacle Associates Ltd | Added 11.20% | +$153K | $1.52M | 0.02% | Aug 3, 2026 |
| Advyzon Investment Management, LLC | Added 37.64% | +$127K | $464K | 0.03% | Aug 14, 2026 |
| Mustico Financial Group, Inc. | Added 57.37% | +$124K | $340K | 0.22% | Aug 11, 2026 |
| Graney & King, LLC | New Buy | +$93.3K | $93.3K | 0.03% | Aug 7, 2026 |
| Tidal Investments LLC | Added 12.64% | +$92.2K | $821K | 0.00% | Aug 13, 2026 |
| IAM Advisory, LLC | Added 4.19% | +$90.5K | $2.25M | 0.44% | Jul 14, 2026 |
| IFG Advisory, LLC | New Buy | +$86.8K | $86.8K | 0.00% | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | New Buy | +$75.4K | $75.4K | 0.00% | Aug 10, 2026 |
| Fortis Advisors, LLC | Reduce 1.16% | -$62.7K | $5.36M | 2.51% | Aug 13, 2026 |
| Teamwork Financial Advisors, LLC | Added 3.51% | +$58.9K | $1.74M | 0.16% | Jul 8, 2026 |
| PCG Wealth Advisors, LLC | Added 3.70% | +$45.5K | $1.27M | 0.28% | Aug 3, 2026 |
| Insigneo Advisory Services, LLC | Added 16.62% | +$44.6K | $313K | 0.01% | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | New Buy | +$38.6K | $38.6K | 0.00% | Jul 23, 2026 |
| Fiduciary Financial Advisors | New Buy | +$34.6K | $34.6K | 0.00% | Aug 14, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$27K | $27K | 0.00% | Jul 10, 2026 |
| TCFG Investment Advisors, LLC | Added 4.05% | +$20.9K | $538K | 0.18% | Jul 17, 2026 |
| VestGen Advisors, LLC | Added 3.48% | +$20.9K | $622K | 0.02% | Aug 11, 2026 |
| Lanark Financial, Inc. | New Buy | +$11.1K | $11.1K | 0.00% | Jul 21, 2026 |
| Geneos Wealth Management Inc. | Added 107.96% | +$10.2K | $19.7K | 0.00% | Aug 6, 2026 |
| SHP Wealth Management | Added 15.21% | +$7.58K | $57.4K | 0.00% | Aug 11, 2026 |
| Brookwood Investment Group LLC | Added 1.74% | +$7.16K | $420K | 0.05% | Jul 23, 2026 |
| Mirae Asset Securities (Usa) Inc. | Added 0.57% | +$5.11K | $897K | 0.03% | Aug 5, 2026 |
| Triumph Capital Management | New Buy | +$4.19K | $4.19K | 0.00% | Jul 21, 2026 |
| Continuum Advisory, LLC | New Buy | +$4.19K | $4.19K | 0.00% | Aug 6, 2026 |
| Signature Equity Partners, LLC | Added 3.46% | +$2.26K | $67.6K | 0.03% | Jul 30, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$1.44K | $0 | 0.00% | Jul 1, 2026 |
| TFC Financial Management, Inc. | New Buy | +$1.34K | $1.34K | 0.00% | Jul 23, 2026 |
| JNBA Financial Advisors | Added 21.80% | +$1.22K | $6.79K | 0.00% | Jul 23, 2026 |
| Concord Wealth Partners | New Buy | +$1.09K | $1.09K | 0.00% | Jul 27, 2026 |
| Outlook Wealth Advisors, LLC | Reduce 0.06% | -$1.05K | $1.75M | 0.38% | Aug 3, 2026 |
| Golden State Wealth Management, LLC | New Buy | +$545 | $545 | 0.00% | Jul 22, 2026 |
