| Grant Street Asset Management, Inc. | Added 18.13% | +$13.9M | $90.3M | 14.79% | Aug 5, 2026 |
| Worth Financial Advisory Group, LLC | New Buy | +$6.37M | $6.37M | 2.66% | Jul 31, 2026 |
| Convergence Financial, LLC | Added 90.77% | +$6.23M | $13.1M | 1.04% | Aug 5, 2026 |
| Golden State Wealth Management, LLC | Reduce 22.21% | -$4M | $14M | 1.28% | Jul 22, 2026 |
| Leisure Capital Management | Added 19.83% | +$3.07M | $18.6M | 5.79% | Jul 24, 2026 |
| WCG Wealth Advisors LLC | Reduce 78.95% | -$3.06M | $817K | 0.02% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 102.39% | +$2.21M | $4.36M | 0.01% | Aug 13, 2026 |
| Prevail Innovative Wealth Advisors, LLC | New Buy | +$1.4M | $1.4M | 0.21% | Jul 20, 2026 |
| Independent Advisor Alliance | Sell 100% | -$1.34M | $0 | 0.00% | Aug 12, 2026 |
| Auctus Advisors LLC | Added 3.01% | +$1.34M | $45.9M | 38.64% | Aug 6, 2026 |
| SFG Wealth Management, LLC. | Reduce 64.46% | -$1.15M | $634K | 0.23% | Jul 22, 2026 |
| Financial Management Network Inc | Reduce 23.15% | -$969K | $3.22M | 0.46% | Aug 6, 2026 |
| Joel Isaacson & Co., LLC | Added 20.24% | +$882K | $5.24M | 0.15% | Aug 4, 2026 |
| Walsh & Associates, LLC | Added 98.64% | +$871K | $1.75M | 1.43% | Jul 21, 2026 |
| Foster Victor Wealth Advisors, LLC | New Buy | +$601K | $601K | 0.03% | Jul 22, 2026 |
| United Advisor Group, LLC | Sell 100% | -$557K | $0 | 0.00% | Jul 29, 2026 |
| Lantz Financial LLC | Added 6.63% | +$554K | $8.9M | 1.63% | Jul 9, 2026 |
| &Partners | Reduce 26.42% | -$532K | $1.48M | 0.01% | Aug 14, 2026 |
| Bluesphere Advisors LLC | Added 124.50% | +$504K | $908K | 0.28% | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | Added 3.19% | +$437K | $14.1M | 0.10% | Aug 14, 2026 |
| GTS Securities LLC | New Buy | +$426K | $426K | 0.01% | Aug 14, 2026 |
| Associated Banc-Corp | Added 15.72% | +$425K | $3.12M | 0.07% | Jul 31, 2026 |
| Kingdom Financial Group LLC. | Reduce 97.54% | -$388K | $9.81K | 0.00% | Aug 7, 2026 |
| Prosperity Bancshares Inc | Added 21.10% | +$320K | $1.84M | 1.20% | Aug 14, 2026 |
| Oppenheimer & Co Inc | Added 33.58% | +$307K | $1.22M | 0.01% | Aug 3, 2026 |
| Cary Street Partners Financial LLC | Added 6.21% | +$283K | $4.85M | 0.11% | Jul 17, 2026 |
| SpringVest Wealth Management LLC | Added 80.17% | +$269K | $605K | 0.38% | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | Reduce 10.52% | -$265K | $2.25M | 0.15% | Aug 14, 2026 |
| Sittner & Nelson, LLC | Added 9.11% | +$259K | $3.1M | 0.98% | Aug 7, 2026 |
| Birchwood Financial Partners, Inc. | Added 6.11% | +$239K | $4.14M | 3.39% | Aug 6, 2026 |
| Savvy Advisors, Inc. | Sell 100% | -$231K | $0 | 0.00% | Aug 3, 2026 |
| Frisch Financial Group, Inc. | New Buy | +$224K | $224K | 0.04% | Aug 14, 2026 |
| Vise Technologies, Inc. | New Buy | +$224K | $224K | 0.00% | Aug 11, 2026 |
| Keystone Financial Group | Sell 100% | -$209K | $0 | 0.00% | Jul 29, 2026 |
| Archford Capital Strategies, LLC | Added 1.58% | +$189K | $12.2M | 1.23% | Jul 17, 2026 |
| Great Valley Advisor Group, Inc. | Reduce 3.19% | -$125K | $3.8M | 0.06% | Aug 10, 2026 |
| Towneley Capital Management, Inc / DE | Added 0.33% | +$121K | $37.2M | 7.30% | Jul 30, 2026 |
| Proactive Wealth Strategies LLC | Added 1.58% | +$111K | $7.17M | 1.15% | Aug 10, 2026 |
| IFG Advisory, LLC | New Buy | +$86.3K | $86.3K | 0.00% | Aug 14, 2026 |
| Provident Wealth Management, LLC | Reduce 2.93% | -$64.3K | $2.13M | 0.55% | Aug 4, 2026 |
| Fourth Dimension Wealth, LLC | New Buy | +$59.7K | $59.7K | 0.02% | Jul 31, 2026 |
| Independent Wealth Network Inc. | Reduce 6.39% | -$55.8K | $818K | 0.21% | Jul 20, 2026 |
| Smith, Moore & Co. | Added 8.65% | +$46.4K | $583K | 0.04% | Aug 12, 2026 |
| Wall Street Financial Group, Inc. | Sell 100% | -$31.1K | $0 | 0.00% | Jul 14, 2026 |
| Transcend Capital Advisors, LLC | Reduce 0.79% | -$28.2K | $3.55M | 0.24% | Aug 4, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 3.05% | -$27.1K | $860K | 0.01% | Jul 28, 2026 |
| Benjamin Edwards Inc | Added 0.81% | +$22.4K | $2.78M | 0.03% | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 0.90% | -$20.9K | $2.3M | 0.02% | Aug 11, 2026 |
| WJ Wealth Management, LLC | Reduce 1.58% | -$16.5K | $1.03M | 0.40% | Aug 3, 2026 |
| Bill Few Associates, Inc. | Added 1.99% | +$15.9K | $817K | 0.17% | Jul 7, 2026 |
| DV Equities, LLC | Sell 100% | -$14.5K | $0 | 0.00% | Aug 14, 2026 |
| Investmark Advisory Group LLC | Reduce 4.63% | -$14.3K | $295K | 0.11% | Aug 7, 2026 |
| Legacy Capital Wealth Partners, LLC | Added 3.98% | +$11.7K | $305K | 0.06% | Aug 12, 2026 |
| Strategic Blueprint, LLC | Added 0.93% | +$10.9K | $1.18M | 0.06% | Jul 23, 2026 |
| Key Financial Inc | New Buy | +$5.97K | $5.97K | 0.00% | Jul 24, 2026 |
| Avaii Wealth Management, LLC | Reduce 1.00% | -$5.85K | $581K | 0.17% | Aug 10, 2026 |
| Western Wealth Management, LLC | Reduce 0.11% | -$1.95K | $1.79M | 0.06% | Aug 14, 2026 |
| Vanguard Advisers Inc | New Buy | +$1.01K | $1.01K | 0.00% | Aug 13, 2026 |
| Moody National Bank Trust Division | Added 0.04% | +$520 | $1.24M | 0.10% | Jul 7, 2026 |
| WealthCare Investment Partners, LLC | Reduce 0.01% | -$32 | $281K | 0.07% | Aug 10, 2026 |
