| Victory Financial Group, LLC | New Buy | +$19.2M | $19.2M | 2.02% | Jul 29, 2026 |
| Tanager Wealth Management LLP | Added 69.39% | +$19.1M | $46.6M | 4.06% | Jul 23, 2026 |
| Midland Wealth Advisors, LLC | New Buy | +$4.37M | $4.37M | 0.21% | Jul 24, 2026 |
| Confluence Investment Management LLC | New Buy | +$2.99M | $2.99M | 0.05% | Jul 1, 2026 |
| eCIO, Inc. | Added 37.99% | +$2.33M | $8.46M | 2.38% | Jul 27, 2026 |
| Hobbs Group Advisors, LLC | New Buy | +$2M | $2M | 0.53% | Aug 13, 2026 |
| Empowered Funds, LLC | Added 22.34% | +$1.92M | $10.5M | 0.06% | Aug 17, 2026 |
| Nemes Rush Group LLC | Added 13.15% | +$1.61M | $13.9M | 1.15% | Aug 14, 2026 |
| Mendel Money Management | Added 65.50% | +$1.29M | $3.26M | 1.19% | Jul 30, 2026 |
| Oasis Advisors, LLC | New Buy | +$1.16M | $1.16M | 0.75% | Jul 30, 2026 |
| West Michigan Advisors, LLC | New Buy | +$1.11M | $1.11M | 0.21% | Aug 21, 2026 |
| Access Financial Services, Inc. | Added 3.95% | +$920K | $24.2M | 7.92% | Jul 16, 2026 |
| GatePass Capital, LLC | Reduce 54.98% | -$790K | $647K | 0.25% | Jul 30, 2026 |
| Sugar Maple Asset Management, LLC | Reduce 65.27% | -$716K | $381K | 0.25% | Jul 28, 2026 |
| Legacy CG, LLC | Reduce 58.52% | -$702K | $498K | 0.13% | Jul 22, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$668K | $668K | 0.01% | Aug 10, 2026 |
| BlackDiamond Wealth Management, LLC | Sell 100% | -$574K | $0 | 0.00% | Aug 11, 2026 |
| Tounjian Advisory Partners, LLC | Reduce 99.99% | -$573K | $41 | 0.00% | Aug 7, 2026 |
| Warren Street Wealth Advisors, LLC | Added 9.68% | +$549K | $6.22M | 1.39% | Jul 23, 2026 |
| Compass Financial Group, Inc. (Ohio) | Reduce 15.15% | -$501K | $2.81M | 1.88% | Aug 12, 2026 |
| Smith, Moore & Co. | Added 1.09% | +$483K | $44.8M | 2.91% | Aug 12, 2026 |
| Greenline Partners, LLC | New Buy | +$405K | $405K | 0.04% | Aug 14, 2026 |
| Formidable Asset Management, LLC | Sell 100% | -$369K | $0 | 0.00% | Jul 17, 2026 |
| CFS Investment Advisory Services, LLC | Reduce 47.24% | -$320K | $357K | 0.02% | Jul 16, 2026 |
| Csenge Advisory Group | Sell 100% | -$296K | $0 | 0.00% | Aug 10, 2026 |
| Elm3 Financial Group, LLC | New Buy | +$272K | $272K | 0.19% | Jul 29, 2026 |
| MML Investors Services, LLC | Added 31.68% | +$227K | $944K | 0.00% | Aug 7, 2026 |
| ZEGA Investments, LLC | Added 22.34% | +$181K | $990K | 0.10% | Jul 31, 2026 |
| Sigma Planning Corp | Added 11.58% | +$174K | $1.68M | 0.04% | Aug 7, 2026 |
| Mutual Advisors, LLC | Reduce 29.35% | -$167K | $403K | 0.01% | Aug 14, 2026 |
| Courier Capital LLC | Added 7.03% | +$165K | $2.51M | 0.13% | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | Reduce 2.43% | -$157K | $6.32M | 0.04% | Aug 12, 2026 |
| Financial Guidance Group, Inc. | Reduce 2.43% | -$157K | $6.32M | 2.36% | Jul 22, 2026 |
| Quantinno Capital Management LP | Reduce 14.02% | -$145K | $890K | 0.00% | Aug 13, 2026 |
| Cary Street Partners Financial LLC | Reduce 14.92% | -$136K | $775K | 0.02% | Jul 17, 2026 |
| Baird Financial Group, Inc. | Added 2.94% | +$121K | $4.24M | 0.01% | Aug 12, 2026 |
| Geneos Wealth Management Inc. | Sell 100% | -$96.4K | $0 | 0.00% | Aug 6, 2026 |
| Silver Oak Securities, Incorporated | Added 21.81% | +$90.6K | $506K | 0.03% | Aug 7, 2026 |
| Buck Wealth Strategies, LLC | Reduce 0.56% | -$88K | $15.6M | 1.63% | Jul 30, 2026 |
| Bulwark Capital Corp | Added 6.23% | +$77.6K | $1.32M | 0.75% | Jul 6, 2026 |
| Cassaday & Co Wealth Management LLC | Sell 100% | -$68.3K | $0 | 0.00% | Aug 10, 2026 |
| Purpose Unlimited Inc. | Reduce 24.14% | -$62.8K | $197K | 0.01% | Aug 13, 2026 |
| Strait & Sound Wealth Management LLC | Reduce 1.60% | -$57.9K | $3.55M | 1.24% | Aug 18, 2026 |
| Inspire Advisors, LLC | Reduce 14.64% | -$43.3K | $253K | 0.02% | Aug 13, 2026 |
| IFG Advisory, LLC | New Buy | +$36.3K | $36.3K | 0.00% | Aug 14, 2026 |
| Lido Advisors, LLC | Reduce 1.06% | -$35.8K | $3.35M | 0.01% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$26.8K | $26.8K | 0.00% | Aug 14, 2026 |
| Ellis Investment Partners, LLC | Added 10.52% | +$24.9K | $262K | 0.04% | Aug 5, 2026 |
| Capital Investment Counsel, LLC | Added 10.86% | +$24.9K | $255K | 0.03% | Jul 15, 2026 |
| Harvest Investment Services, LLC | Added 3.23% | +$22.2K | $710K | 0.11% | Aug 14, 2026 |
| S&A Financial Services, Inc. | Added 0.29% | +$14.2K | $4.82M | 2.94% | Jul 27, 2026 |
| Measured Risk Portfolios, Inc. | Added 5.33% | +$11.5K | $227K | 0.20% | Aug 12, 2026 |
| Beacon Capital Management, Inc. | Added 11.48% | +$10.8K | $105K | 0.01% | Aug 13, 2026 |
| Legacy Capital Group California, Inc. | Added 2.05% | +$4.25K | $211K | 0.06% | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | Reduce 16.21% | -$3.21K | $16.6K | 0.01% | Jul 24, 2026 |
| Mather Group, LLC. | Sell 100% | -$2.58K | $0 | 0.00% | Jul 27, 2026 |
| Diversify Wealth Management, LLC | Added 0.33% | +$2.22K | $668K | 0.01% | Jul 30, 2026 |
| Astoria Portfolio Advisors LLC. | Reduce 0.39% | -$2.07K | $532K | 0.09% | Jul 28, 2026 |
| Summitpoint Capital Management | Reduce 0.57% | -$1.48K | $258K | 0.28% | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | Reduce 23.23% | -$1.14K | $3.75K | 0.00% | Aug 3, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$444 | $0 | 0.00% | Jul 20, 2026 |
| Signature Equity Partners, LLC | Added 0.80% | +$50 | $6.24K | 0.00% | Jul 30, 2026 |
| Key Capital Management, INC | Reduce 0.42% | -$49 | $11.6K | 0.01% | Jul 28, 2026 |
