| Quantinno Capital Management LP | Added 87.20% | +$9.96M | $21.4M | 0.03% | Aug 13, 2026 |
| Ethic Inc. | Added 46.93% | +$3.32M | $10.4M | 0.13% | Jul 29, 2026 |
| Ativo Capital Management LLC | Sell 100% | -$1.83M | $0 | 0.00% | Aug 10, 2026 |
| Yousif Capital Management, LLC | Sell 100% | -$1.62M | $0 | 0.00% | Jul 16, 2026 |
| First Trust Advisors LP | Added 77.87% | +$1.47M | $3.36M | 0.00% | Aug 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 24.29% | +$1.39M | $7.13M | 0.14% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 32.93% | -$1.12M | $2.28M | 0.00% | Jul 30, 2026 |
| Frank, Rimerman Advisors LLC | Added 65.92% | +$883K | $2.22M | 0.13% | Jul 27, 2026 |
| Abacus Wealth Partners, LLC | Reduce 38.88% | -$780K | $1.23M | 0.13% | Jul 22, 2026 |
| Vident Advisory, LLC | Reduce 9.23% | -$622K | $6.11M | 0.04% | Aug 12, 2026 |
| Voleon Capital Management LP | Reduce 47.54% | -$511K | $564K | 0.01% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Added 21.85% | +$499K | $2.78M | 0.01% | Jul 17, 2026 |
| Caprock Group, LLC | Added 58.47% | +$382K | $1.03M | 0.02% | Jul 27, 2026 |
| Syon Capital LLC | Added 121.02% | +$377K | $689K | 0.03% | Aug 14, 2026 |
| 55 North Private Wealth, LLC | New Buy | +$292K | $292K | 0.06% | Jul 7, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 20.45% | +$275K | $1.62M | 0.02% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | Sell 100% | -$262K | $0 | 0.00% | Aug 11, 2026 |
| PDS Planning, Inc | Added 31.18% | +$253K | $1.06M | 0.06% | Aug 5, 2026 |
| Walkner Condon Financial Advisors LLC | New Buy | +$253K | $253K | 0.03% | Jul 27, 2026 |
| Aaron Wealth Advisors LLC | Added 48.50% | +$243K | $744K | 0.04% | Jul 16, 2026 |
| Angeles Wealth Management, LLC | New Buy | +$240K | $240K | 0.01% | Jul 28, 2026 |
| OneAscent Investment Solutions LLC | New Buy | +$239K | $239K | 0.23% | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | New Buy | +$212K | $212K | 0.01% | Jul 27, 2026 |
| Xponance LLC | Added 44.66% | +$209K | $675K | 0.00% | Aug 10, 2026 |
| Optas, LLC | Sell 100% | -$206K | $0 | 0.00% | Jul 21, 2026 |
| Bridgewater Advisors Inc. | Added 21.76% | +$195K | $1.09M | 0.06% | Aug 5, 2026 |
| West Family Investments, Inc. | Added 36.78% | +$194K | $721K | 0.21% | Aug 10, 2026 |
| United Capital Financial Advisors, LLC | Added 50.22% | +$185K | $552K | 0.00% | Aug 17, 2026 |
| Crestwood Advisors Group, LLC | Added 70.40% | +$180K | $437K | 0.01% | Aug 3, 2026 |
| Kathmere Capital Management, LLC | Added 91.16% | +$163K | $341K | 0.02% | Jul 29, 2026 |
| Guggenheim Capital LLC | Reduce 12.66% | -$137K | $948K | 0.01% | Aug 12, 2026 |
| PCM Encore, LLC | Added 19.71% | +$133K | $810K | 0.14% | Aug 11, 2026 |
| Composition Wealth, LLC | Added 16.47% | +$122K | $862K | 0.01% | Jul 22, 2026 |
| Sivia Capital Partners, LLC | Added 36.62% | +$92.6K | $345K | 0.04% | Jul 23, 2026 |
| QRG Capital Management, Inc. | Added 10.29% | +$77.8K | $833K | 0.01% | Jul 14, 2026 |
| Vise Technologies, Inc. | Added 7.44% | +$69.7K | $1.01M | 0.01% | Aug 11, 2026 |
| Barometer Capital Management Inc. | Added 6.82% | +$68.9K | $1.08M | 0.30% | Aug 12, 2026 |
| Canopy Partners, LLC | Added 17.34% | +$61.8K | $418K | 0.13% | Jul 22, 2026 |
| Foster Group, Inc. | Added 16.51% | +$60.5K | $427K | 0.01% | Jul 7, 2026 |
| Greenspring Advisors, LLC | Added 16.10% | +$58.7K | $424K | 0.02% | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 19.18% | +$54.4K | $338K | 0.03% | Aug 7, 2026 |
| B. Metzler seel. Sohn & Co. AG | Added 1.02% | +$54K | $5.33M | 0.05% | Aug 11, 2026 |
| Enterprise Financial Services Corp | Added 25.02% | +$45.7K | $228K | 0.09% | Aug 4, 2026 |
| Greenleaf Trust | Added 9.73% | +$40.1K | $453K | 0.00% | Jul 21, 2026 |
| Calydon Capital | Added 14.91% | +$34.7K | $267K | 0.04% | Aug 14, 2026 |
| BSW Wealth Partners | Added 5.43% | +$34.4K | $668K | 0.07% | Jul 15, 2026 |
| Choreo, LLC | Added 18.87% | +$33.9K | $213K | 0.00% | Aug 4, 2026 |
| HM Payson & Co | Added 100.00% | +$29.2K | $58.3K | 0.00% | Jul 17, 2026 |
| Evergreen Capital Management LLC | Added 6.43% | +$25.5K | $423K | 0.01% | Jul 23, 2026 |
| First Command Advisory Services, Inc. | Sell 100% | -$21.2K | $0 | 0.00% | Aug 10, 2026 |
| Elevation Wealth Partners, LLC | New Buy | +$20.6K | $20.6K | 0.01% | Jul 8, 2026 |
| Profund Advisors LLC | Added 7.41% | +$20.3K | $295K | 0.01% | Aug 11, 2026 |
| Fiduciary Financial Advisors | New Buy | +$20.2K | $20.2K | 0.00% | Aug 14, 2026 |
| Vanguard National Trust Co | Added 100.00% | +$14.6K | $29.2K | 0.00% | Aug 13, 2026 |
| Elevation Point Wealth Partners, LLC | Added 3.33% | +$13.1K | $406K | 0.01% | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$11.7K | $11.7K | 0.01% | Aug 13, 2026 |
| JMN Financial LLC | Added 2.23% | +$11.4K | $521K | 0.41% | Aug 10, 2026 |
| Cornerstone Financial Management LLC | Added 114.19% | +$9.7K | $18.2K | 0.01% | Aug 28, 2026 |
| Raffa Wealth Management, LLC | Added 125.56% | +$9.59K | $17.2K | 0.00% | Jul 27, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$9.52K | $0 | 0.00% | Aug 13, 2026 |
| Spire Wealth Management | Sell 100% | -$8.33K | $0 | 0.00% | Jul 15, 2026 |
| TD Private Client Wealth LLC | Added 10.08% | +$7.86K | $85.9K | 0.00% | Aug 4, 2026 |
| Bell Investment Advisors, Inc | Added 17.48% | +$6.77K | $45.5K | 0.01% | Aug 7, 2026 |
| Mcguire Capital Advisors Inc | Reduce 39.64% | -$6.37K | $9.7K | 0.01% | Aug 14, 2026 |
| Summit Global Investments | Reduce 1.78% | -$5.8K | $321K | 0.02% | Aug 3, 2026 |
| Gleason Group, Inc. | New Buy | +$5.57K | $5.57K | 0.00% | Jul 13, 2026 |
| Tidal Investments LLC | Reduce 1.74% | -$5.51K | $312K | 0.00% | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | Added 144.62% | +$5.4K | $9.13K | 0.00% | Jul 28, 2026 |
| Aprio Wealth Management, LLC | Added 0.75% | +$5.11K | $689K | 0.03% | Jul 24, 2026 |
| Operose Advisors LLC | Sell 100% | -$5K | $0 | 0.00% | Aug 13, 2026 |
| Downshift Financial, LLC | New Buy | +$4.99K | $4.99K | 0.00% | Aug 13, 2026 |
| Drive Wealth Management, LLC | Added 1.45% | +$4.13K | $289K | 0.05% | Jul 22, 2026 |
| Versant Capital Management, Inc | Added 91.03% | +$4.08K | $8.55K | 0.00% | Jul 2, 2026 |
| Financial Consulate, Inc | Reduce 17.87% | -$2.7K | $12.4K | 0.00% | Jul 23, 2026 |
| Huntington National Bank | New Buy | +$2.64K | $2.64K | 0.00% | Aug 13, 2026 |
| Noble Wealth Management PBC | New Buy | +$2.35K | $2.35K | 0.00% | Jul 1, 2026 |
| LRI Investments, LLC | Added 15.15% | +$2.3K | $17.5K | 0.00% | Jul 14, 2026 |
| SHP Wealth Management | Added 31.50% | +$2.3K | $9.59K | 0.00% | Aug 11, 2026 |
| Ramirez Asset Management, Inc. | Reduce 8.23% | -$2.18K | $24.4K | 0.00% | Aug 13, 2026 |
| North Star Investment Management Corp. | Added 2.62% | +$976 | $38.2K | 0.00% | Jul 28, 2026 |
| V-Square Quantitative Management LLC | Added 3.59% | +$804 | $23.2K | 0.00% | Jul 27, 2026 |
| Bessemer Group Inc | Added 2.75% | +$695 | $26K | 0.00% | Aug 12, 2026 |
| Rossby Financial, LCC | Added 10.67% | +$459 | $4.76K | 0.00% | Aug 4, 2026 |
