| Rakuten Investment Management, Inc. | Reduce 40.25% | -$181M | $269M | 0.78% | Aug 18, 2026 |
| Mittelman Wealth Management | Reduce 83.58% | -$77.5M | $15.2M | 10.07% | Aug 7, 2026 |
| Auto-Owners Insurance Co | Reduce 30.08% | -$49.2M | $114M | 2.58% | Jul 15, 2026 |
| Oasis Advisors, LLC | Reduce 93.40% | -$38.7M | $2.74M | 1.78% | Jul 30, 2026 |
| IFG Advisory, LLC | Added 25012.92% | +$36.7M | $36.9M | 1.29% | Aug 14, 2026 |
| DMKC Advisory Services, LLC | Added 13961.22% | +$36.1M | $36.3M | 6.86% | Jul 7, 2026 |
| Rwa Wealth Partners, LLC | Reduce 53.53% | -$25.7M | $22.3M | 0.21% | Aug 7, 2026 |
| Ariston Services Group | New Buy | +$25.1M | $25.1M | 13.84% | Jul 27, 2026 |
| Angeles Investment Advisors, LLC | New Buy | +$19.7M | $19.7M | 1.18% | Jul 22, 2026 |
| MML Investors Services, LLC | Added 20.07% | +$16.6M | $99.1M | 0.20% | Aug 7, 2026 |
| Allen Investment Management, LLC | Added 63.22% | +$16.4M | $42.4M | 0.50% | Aug 5, 2026 |
| Independent Advisor Alliance | Reduce 74.05% | -$15.7M | $5.49M | 0.13% | Aug 12, 2026 |
| Wellington Management Group LLP | Reduce 54.95% | -$13M | $10.6M | 0.00% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 12.13% | -$12.7M | $91.9M | 0.16% | Jul 30, 2026 |
| Arthur M. Cohen & Associates, LLC | Added 414.26% | +$12.6M | $15.6M | 2.44% | Aug 11, 2026 |
| Northwest & Ethical Investments L.P. | New Buy | +$12.4M | $12.4M | 0.29% | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC | Added 29.64% | +$11.7M | $51M | 9.61% | Jul 23, 2026 |
| Bluespring Wealth Management, LLC | Added 3445.67% | +$11.2M | $11.5M | 0.22% | Aug 11, 2026 |
| Wharton Business Group, LLC | Reduce 7.70% | -$10.8M | $130M | 4.34% | Aug 10, 2026 |
| Davidson Investment Advisors | Sell 100% | -$8.59M | $0 | 0.00% | Jul 21, 2026 |
| Talisman Wealth Advisors LLC | Sell 100% | -$8.05M | $0 | 0.00% | Aug 14, 2026 |
| Old National Bancorp | Reduce 23.31% | -$8M | $26.3M | 0.52% | Jul 15, 2026 |
| First PREMIER Bank | Added 115.65% | +$7.9M | $14.7M | 2.38% | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | Reduce 37.70% | -$7.3M | $12.1M | 0.72% | Aug 4, 2026 |
| Mission Wealth Management, LP | Added 99.69% | +$7.13M | $14.3M | 0.17% | Jul 20, 2026 |
| Inspirion Wealth Advisors, LLC | Added 7.67% | +$7.12M | $100M | 11.45% | Jul 7, 2026 |
| Vantagepoint Investment Advisers LLC | Reduce 2.01% | -$7.07M | $345M | 2.58% | Aug 5, 2026 |
| Juno Financial Group LLC | Added 37.34% | +$6.93M | $25.5M | 9.04% | Aug 4, 2026 |
| Beacon Bank & Trust | Added 55.80% | +$6.82M | $19M | 3.63% | Aug 3, 2026 |
| TritonPoint Partners, LLC | Added 917.93% | +$6.71M | $7.44M | 0.62% | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | Reduce 10.79% | -$6.53M | $54M | 6.73% | Aug 5, 2026 |
| SCS Capital Management LLC | Reduce 2.76% | -$6.39M | $225M | 2.12% | Aug 6, 2026 |
| Strategic Advisors LLC | Sell 100% | -$6.15M | $0 | 0.00% | Jul 28, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$6.09M | $6.09M | 0.10% | Aug 10, 2026 |
| Novem Group | Reduce 27.72% | -$6.01M | $15.7M | 1.59% | Jul 21, 2026 |
| Curran Financial Partners, LLC | Reduce 36.57% | -$5.47M | $9.48M | 1.41% | Aug 12, 2026 |
| Alexander Labrunerie & Co., Inc. | Added 213.01% | +$5.04M | $7.41M | 2.60% | Aug 3, 2026 |
| Modern Wealth Management, LLC | Added 609.32% | +$4.96M | $5.77M | 0.07% | Aug 14, 2026 |
| GeoWealth Management, LLC | Added 1151.85% | +$4.86M | $5.28M | 0.17% | Jul 30, 2026 |
| Private Advisory Group LLC | Reduce 30.87% | -$4.57M | $10.2M | 0.55% | Aug 6, 2026 |
| Stokes Family Office, LLC | Reduce 33.02% | -$4.53M | $9.19M | 1.07% | Aug 11, 2026 |
| Steele Capital Management, Inc. | Reduce 15.54% | -$4.42M | $24.1M | 0.89% | Jul 28, 2026 |
| Cornerstone Advisory, LLC | Added 7.83% | +$4.38M | $60.3M | 5.00% | Jul 29, 2026 |
| Quantinno Capital Management LP | Reduce 13.78% | -$4.31M | $27M | 0.03% | Aug 13, 2026 |
| Yukon Wealth Management, Inc. | New Buy | +$4.29M | $4.29M | 1.23% | Aug 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Reduce 77.66% | -$4.06M | $1.17M | 0.06% | Jul 20, 2026 |
| Flagship Wealth Advisors, LLC | Added 23.45% | +$3.88M | $20.4M | 4.57% | Jul 27, 2026 |
| Vise Technologies, Inc. | Added 49.91% | +$3.79M | $11.4M | 0.13% | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | Added 24.72% | +$3.77M | $19M | 4.62% | Jul 29, 2026 |
| DeDora Capital, Inc. | Reduce 10.93% | -$3.63M | $29.6M | 6.43% | Jul 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 48.41% | -$3.55M | $3.79M | 0.39% | Jul 16, 2026 |
| Jackson Wealth Management, LLC | Reduce 91.98% | -$3.53M | $308K | 0.18% | Aug 20, 2026 |
| Destiny Wealth Partners, LLC | Reduce 41.70% | -$3.3M | $4.62M | 0.65% | Aug 7, 2026 |
| Black Diamond Financial, LLC | Added 192.87% | +$3.27M | $4.96M | 0.44% | Aug 4, 2026 |
| PFG Advisors | Added 14.92% | +$3.22M | $24.8M | 1.25% | Jul 16, 2026 |
| IFG Advisors, LLC | Added 30.50% | +$3.21M | $13.7M | 1.89% | Jul 22, 2026 |
| GTS Securities LLC | New Buy | +$3.17M | $3.17M | 0.07% | Aug 14, 2026 |
| Faithward Advisors, LLC | Added 125.16% | +$3.14M | $5.65M | 0.69% | Aug 12, 2026 |
| BBR Partners, LLC | New Buy | +$3.12M | $3.12M | 0.15% | Aug 11, 2026 |
| Natixis Advisors, LLC | Added 14.16% | +$3.11M | $25.1M | 0.03% | Aug 14, 2026 |
| Focus Financial Network, Inc. | Reduce 7.82% | -$2.95M | $34.8M | 1.08% | Jul 9, 2026 |
| Moneta Group Investment Advisors LLC | Reduce 5.56% | -$2.92M | $49.7M | 0.37% | Aug 14, 2026 |
| Cresset Asset Management, LLC | Added 13.28% | +$2.92M | $24.9M | 0.09% | Aug 14, 2026 |
| Founders Financial Alliance, LLC | Reduce 78.70% | -$2.87M | $777K | 0.10% | Aug 4, 2026 |
| &Partners | Added 8.99% | +$2.8M | $34M | 0.14% | Aug 14, 2026 |
| Granite FO LLC | Reduce 24.44% | -$2.8M | $8.66M | 4.58% | Jul 15, 2026 |
| Performance Wealth Partners, LLC | Reduce 12.82% | -$2.76M | $18.8M | 0.47% | Aug 7, 2026 |
| Measured Wealth Private Client Group, LLC | Added 10.81% | +$2.76M | $28.3M | 6.83% | Aug 10, 2026 |
| Donaldson Capital Management, LLC | Added 52.80% | +$2.75M | $7.96M | 0.23% | Aug 5, 2026 |
| One Day In July LLC | Added 2.37% | +$2.74M | $118M | 8.22% | Aug 3, 2026 |
| DAVENPORT & Co LLC | Added 5.17% | +$2.74M | $55.7M | 0.27% | Jul 13, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$2.65M | $0 | 0.00% | Aug 10, 2026 |
| Kaizen Financial Strategies | Added 72.94% | +$2.65M | $6.28M | 2.04% | Jul 30, 2026 |
| Mutual Advisors, LLC | Added 8.31% | +$2.6M | $33.9M | 0.64% | Aug 14, 2026 |
| Entruity Wealth, LLC | New Buy | +$2.58M | $2.58M | 1.67% | Aug 13, 2026 |
| Northside Capital Management, LLC | Reduce 11.71% | -$2.56M | $19.3M | 1.58% | Jul 10, 2026 |
| Apella Capital, LLC | Reduce 5.60% | -$2.47M | $41.8M | 0.59% | Jul 8, 2026 |
| Park National Corp | Reduce 19.60% | -$2.47M | $10.1M | 0.28% | Jul 15, 2026 |
| Vanguard National Trust Co | Added 28.25% | +$2.38M | $10.8M | 0.59% | Aug 13, 2026 |
| Foundations Investment Advisors, LLC | Added 32.77% | +$2.37M | $9.59M | 0.10% | Aug 14, 2026 |
| BIP Wealth, LLC | Added 38.56% | +$2.35M | $8.43M | 0.24% | Aug 3, 2026 |
| Aspire Capital Advisors LLC | Added 28.46% | +$2.27M | $10.3M | 2.00% | Aug 5, 2026 |
| Retiremitten Financial LLC | Added 7.46% | +$2.25M | $32.5M | 13.69% | Aug 10, 2026 |
| Zhang Financial LLC | Added 4.25% | +$2.21M | $54.3M | 1.59% | Jul 30, 2026 |
| Wealth Advisory Team LLC | Reduce 27.43% | -$2.15M | $5.68M | 4.62% | Jul 23, 2026 |
| Monument Capital Management | Sell 100% | -$2.14M | $0 | 0.00% | Jul 22, 2026 |
| Brookstone Capital Management | Added 10.82% | +$2.13M | $21.8M | 0.22% | Jul 15, 2026 |
| Relyea Zuckerberg Hanson LLC | Added 236.39% | +$2.11M | $3M | 0.25% | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | Reduce 12.45% | -$2.11M | $14.8M | 0.10% | Aug 12, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.1M | $2.1M | 0.21% | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | Added 1.27% | +$2.08M | $166M | 4.82% | Aug 4, 2026 |
| Keybank National Association | Added 3.98% | +$2.08M | $54.3M | 0.18% | Jul 28, 2026 |
| Quantum Capital Management, LLC / NJ | Added 60.73% | +$2.05M | $5.42M | 0.68% | Aug 11, 2026 |
| Keystone Financial Group | Added 72.69% | +$2M | $4.76M | 0.28% | Jul 29, 2026 |
| Tepp RIA, LLC | Reduce 10.10% | -$1.98M | $17.6M | 11.96% | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | Added 11.44% | +$1.96M | $19.1M | 0.23% | Aug 19, 2026 |
| Hancock Whitney Corp | Reduce 3.30% | -$1.95M | $57.1M | 0.95% | Aug 14, 2026 |
| Martel Wealth Advisors LLC | Added 1.66% | +$1.93M | $118M | 18.58% | Jul 13, 2026 |
| Round Rock Advisors LLC | Added 3.83% | +$1.89M | $51.3M | 6.61% | Aug 12, 2026 |
| Lido Advisors, LLC | Added 4.63% | +$1.89M | $42.7M | 0.12% | Aug 7, 2026 |
