| Wellington Management Group LLP | New Buy | +$54.1M | $54.1M | 0.01% | Aug 14, 2026 |
| Everhart Financial Group, Inc. | Added 390.30% | +$52.7M | $66.2M | 4.23% | Jul 9, 2026 |
| Avior Wealth Management, LLC | Reduce 35.84% | -$39.2M | $70.2M | 1.85% | Jul 7, 2026 |
| Sharp Wealth Advisory, LLC | Reduce 79.72% | -$27.4M | $6.96M | 3.23% | Jul 24, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Reduce 8.09% | -$13.4M | $152M | 0.52% | Aug 10, 2026 |
| Moneta Group Investment Advisors LLC | Added 5.48% | +$12M | $232M | 1.72% | Aug 14, 2026 |
| Advisors Capital Management, LLC | Added 950.88% | +$10.6M | $11.7M | 0.12% | Aug 11, 2026 |
| Caisse de depot et placement du Quebec | New Buy | +$8.54M | $8.54M | 0.01% | Aug 14, 2026 |
| Mma Asset Management LLC | New Buy | +$8.41M | $8.41M | 2.68% | Aug 4, 2026 |
| Glenview Trust Co | Reduce 32.10% | -$8.35M | $17.7M | 0.24% | Aug 18, 2026 |
| McAdam, LLC | Added 12.93% | +$8.27M | $72.2M | 2.79% | Aug 4, 2026 |
| Provident Wealth Management, LLC | Added 95.47% | +$8.22M | $16.8M | 4.34% | Aug 4, 2026 |
| MML Investors Services, LLC | Added 15.85% | +$7.49M | $54.8M | 0.11% | Aug 7, 2026 |
| Addison Advisors LLC | Reduce 54.18% | -$6.42M | $5.43M | 2.56% | Aug 10, 2026 |
| Cary Street Partners Financial LLC | Added 19.08% | +$6.23M | $38.9M | 0.85% | Jul 17, 2026 |
| Greenup Street Wealth Management LLC | Reduce 34.60% | -$5.93M | $11.2M | 1.36% | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 1113.34% | +$5.55M | $6.05M | 0.06% | Aug 14, 2026 |
| &Partners | Added 23.98% | +$5.36M | $27.7M | 0.11% | Aug 14, 2026 |
| Brookstone Capital Management | Reduce 70.96% | -$4.46M | $1.83M | 0.02% | Jul 15, 2026 |
| Busey Bank | Added 4.94% | +$4.12M | $87.6M | 2.13% | Aug 13, 2026 |
| Inspirion Wealth Advisors, LLC | Added 17.99% | +$4.03M | $26.4M | 3.03% | Jul 7, 2026 |
| Truepoint, Inc. | Reduce 1.15% | -$3.9M | $335M | 6.99% | Jul 31, 2026 |
| IFG Advisory, LLC | New Buy | +$3.29M | $3.29M | 0.12% | Aug 14, 2026 |
| Leading Edge Financial Planning LLC | New Buy | +$2.87M | $2.87M | 0.51% | Aug 6, 2026 |
| D.A. Davidson & Co. | Reduce 17.64% | -$2.68M | $12.5M | 0.07% | Jul 24, 2026 |
| Assetmark, Inc | Added 0.41% | +$2.67M | $659M | 1.13% | Jul 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | Reduce 8.46% | -$2.46M | $26.6M | 1.16% | Aug 3, 2026 |
| Tidal Investments LLC | Added 43.40% | +$2.38M | $7.87M | 0.01% | Aug 13, 2026 |
| Vise Technologies, Inc. | Added 193.42% | +$2.29M | $3.48M | 0.04% | Aug 11, 2026 |
| Linscomb Wealth, Inc. | Added 84.36% | +$2.28M | $4.99M | 0.22% | Jul 31, 2026 |
| Black Diamond Financial, LLC | Added 8.80% | +$2.24M | $27.7M | 2.44% | Aug 4, 2026 |
| Sound Income Strategies, LLC | Added 18.22% | +$2.22M | $14.4M | 0.65% | Jul 20, 2026 |
| Horizon Investments, LLC | Reduce 48.91% | -$2.15M | $2.24M | 0.02% | Aug 13, 2026 |
| Auxano Advisors, LLC | Reduce 71.23% | -$2.09M | $843K | 0.16% | Aug 7, 2026 |
| Fifth Third Securities, Inc. | Reduce 24.70% | -$1.92M | $5.86M | 0.33% | Jul 15, 2026 |
| WoodTrust Financial Corp | Reduce 6.26% | -$1.89M | $28.3M | 3.36% | Jul 27, 2026 |
| Benjamin Edwards Inc | Added 4.72% | +$1.87M | $41.4M | 0.38% | Jul 24, 2026 |
| Banque Transatlantique SA | New Buy | +$1.85M | $1.85M | 0.04% | Jul 30, 2026 |
| Stephens Group Asset Management, LLC | Added 0.91% | +$1.84M | $204M | 11.54% | Jul 16, 2026 |
| Betterment LLC | Reduce 6.61% | -$1.83M | $25.9M | 0.04% | Aug 14, 2026 |
| KWMG, LLC | Added 4.19% | +$1.83M | $45.5M | 3.29% | Jul 8, 2026 |
| TritonPoint Partners, LLC | New Buy | +$1.82M | $1.82M | 0.15% | Aug 13, 2026 |
| Tme Financial, Inc. | Reduce 52.55% | -$1.81M | $1.63M | 1.01% | Jul 23, 2026 |
| Southland Equity Partners LLC | New Buy | +$1.73M | $1.73M | 0.30% | Jul 13, 2026 |
| Quadrant Private Wealth Management, LLC | Sell 100% | -$1.72M | $0 | 0.00% | Jul 30, 2026 |
| Strategic Wealth Investment Group, LLC | New Buy | +$1.68M | $1.68M | 0.20% | Aug 4, 2026 |
| WealthShield Partners, LLC | Reduce 54.45% | -$1.67M | $1.4M | 0.21% | Aug 12, 2026 |
| Capital Analysts, LLC | Added 16.03% | +$1.67M | $12.1M | 0.28% | Aug 5, 2026 |
| Kintra Wealth, LLC | Reduce 35.56% | -$1.63M | $2.96M | 0.15% | Aug 14, 2026 |
| GTS Securities LLC | New Buy | +$1.57M | $1.57M | 0.03% | Aug 14, 2026 |
| LMCG Investments, LLC | Reduce 13.00% | -$1.54M | $10.3M | 0.55% | Jul 22, 2026 |
| Thrive Capital Management, LLC | Reduce 35.11% | -$1.52M | $2.81M | 0.53% | Aug 5, 2026 |
| Peak Retirement Planning, Inc. | Reduce 26.89% | -$1.5M | $4.07M | 0.64% | Aug 10, 2026 |
| Operose Advisors LLC | Reduce 16.50% | -$1.42M | $7.21M | 1.39% | Aug 13, 2026 |
| Royal Fund Management, LLC | New Buy | +$1.36M | $1.36M | 0.11% | Jul 20, 2026 |
| Bragg Financial Advisors, Inc | Added 3.86% | +$1.34M | $36M | 0.96% | Aug 12, 2026 |
| Heirloom Wealth Management | Sell 100% | -$1.31M | $0 | 0.00% | Aug 3, 2026 |
| Ehrlich Financial Group | New Buy | +$1.3M | $1.3M | 0.67% | Jul 9, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Added 10.64% | +$1.26M | $13.1M | 0.19% | Jul 15, 2026 |
| Park National Corp | Reduce 31.10% | -$1.23M | $2.72M | 0.08% | Jul 15, 2026 |
| Willis Johnson & Associates, Inc. | Reduce 30.52% | -$1.21M | $2.76M | 0.15% | Aug 13, 2026 |
| Argent Trust Co | Added 64.95% | +$1.19M | $3.03M | 0.09% | Aug 6, 2026 |
| Cary Street Partners Investment Advisory LLC | Added 37.38% | +$1.18M | $4.35M | 0.88% | Jul 17, 2026 |
| SWAN Capital LLC | Reduce 13.19% | -$1.18M | $7.75M | 2.65% | Aug 13, 2026 |
| Connecticut Wealth Management, LLC | Reduce 10.17% | -$1.14M | $10M | 0.37% | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | Added 14.83% | +$1.13M | $8.78M | 0.07% | Jul 27, 2026 |
| NorthStar Asset Management LLC | Added 8.15% | +$1.1M | $14.6M | 5.94% | Aug 5, 2026 |
| Atria Investments, Inc | Added 30.16% | +$1.05M | $4.52M | 0.05% | Jul 28, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | Added 21.89% | +$1.04M | $5.8M | 0.22% | Aug 13, 2026 |
| Greenhouse Wealth Management, LLC | Sell 100% | -$1M | $0 | 0.00% | Aug 6, 2026 |
| Mutual Advisors, LLC | Added 22.21% | +$1M | $5.52M | 0.10% | Aug 14, 2026 |
| First American Trust, FSB | Added 11.88% | +$998K | $9.4M | 0.57% | Aug 10, 2026 |
| Leavell Investment Management, Inc. | Added 11.57% | +$976K | $9.42M | 0.34% | Jul 21, 2026 |
| Net Worth Advisory Group | Reduce 31.96% | -$964K | $2.05M | 0.52% | Jul 14, 2026 |
| Inspire Trust Co, N.A. | Added 7.41% | +$919K | $13.3M | 1.83% | Aug 5, 2026 |
| Brindle & Bay Financial Advisors, LLC | Reduce 39.37% | -$878K | $1.35M | 0.68% | Jul 20, 2026 |
| Independent Advisor Alliance | Sell 100% | -$871K | $0 | 0.00% | Aug 12, 2026 |
| Orgel Wealth Management, LLC | Reduce 1.26% | -$846K | $66.3M | 1.26% | Jul 13, 2026 |
| Summit Financial, LLC | Added 19.36% | +$842K | $5.19M | 0.06% | Aug 12, 2026 |
| Saranac Partners Ltd | Sell 100% | -$840K | $0 | 0.00% | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | Reduce 9.91% | -$833K | $7.58M | 0.20% | Jul 2, 2026 |
| Redwood Investment Management, LLC | Added 8.56% | +$827K | $10.5M | 1.04% | Aug 17, 2026 |
| Advisory Alpha, LLC | Added 5.32% | +$814K | $16.1M | 0.40% | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | Added 10.56% | +$791K | $8.29M | 0.10% | Aug 19, 2026 |
| Tritonpoint Wealth, LLC | Reduce 29.61% | -$765K | $1.82M | 0.18% | Aug 11, 2026 |
| Quantinno Capital Management LP | Added 15.72% | +$754K | $5.55M | 0.01% | Aug 13, 2026 |
| Bessemer Group Inc | Added 87.76% | +$744K | $1.59M | 0.00% | Aug 12, 2026 |
| Wolff Financial Management LLC | Added 5.86% | +$738K | $13.3M | 2.66% | Jul 16, 2026 |
| Marion Wealth Management | Added 3.98% | +$737K | $19.2M | 3.91% | Jul 16, 2026 |
| Old National Bancorp | Added 5.13% | +$720K | $14.8M | 0.29% | Jul 15, 2026 |
| Modern Wealth Management, LLC | New Buy | +$719K | $719K | 0.01% | Aug 14, 2026 |
| Marietta Wealth Management, LLC | Added 6.14% | +$713K | $12.3M | 1.27% | Aug 3, 2026 |
| Natixis Advisors, LLC | Added 2.70% | +$711K | $27M | 0.03% | Aug 14, 2026 |
| Ocean Park Asset Management, LLC | New Buy | +$696K | $696K | 0.03% | Jul 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 42.13% | -$681K | $935K | 0.10% | Jul 16, 2026 |
| Arvest Investments, Inc. | Added 4.60% | +$675K | $15.3M | 1.86% | Jul 17, 2026 |
| Cozad Asset Management Inc | Added 33.07% | +$659K | $2.65M | 0.17% | Aug 14, 2026 |
| Axiom Financial Strategies, LLC | Added 2.39% | +$655K | $28.1M | 8.79% | Aug 6, 2026 |
| Rossby Financial, LCC | Added 450.79% | +$608K | $743K | 0.14% | Aug 4, 2026 |
| Nicolet Bankshares Inc | Added 14.26% | +$600K | $4.81M | 0.15% | Aug 11, 2026 |
