| Mn Services Vermogensbeheer B.V.COM61.5K shheld | 61.5K | $12.9M | held |
| Douglas Lane & Associates, LLCCOMMON55.9K shtrimmed | 55.9K | $11.7M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM42.4K sh— | 42.4K | $8.9M | — |
| Bell Asset Management LtdCOM14.3K shtrimmed | 14.3K | $3M | trimmed |
| Bill Few Associates, Inc.COM9.6K sh— | 9.6K | $2M | — |
| Farther Finance Advisors, LLCStock9.3K shadded | 9.3K | $1.9M | added |
| EASTERN BANKCOM7.1K shadded | 7.1K | $1.5M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom6.2K shtrimmed | 6.2K | $1.3M | trimmed |
| Hummer Financial Advisory Services IncCOM6.2K shheld | 6.2K | $1.3M | held |
| GAMMA Investing LLCCommon Stock5.9K shadded | 5.9K | $1.2M | added |
| CONGRESS ASSET MANAGEMENT COCOM5.2K shtrimmed | 5.2K | $1.1M | trimmed |
| STABLEFORD CAPITAL II LLCCOM5.2K sh— | 5.2K | $1.1M | — |
| ARMSTRONG HENRY H ASSOCIATES INCCOM4.9K shadded | 4.9K | $1M | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM4.3K shadded | 4.3K | $901.4K | added |
| Wedmont Private CapitalCOM3.8K shadded | 3.8K | $881.1K | added |
| Legacy Wealth Asset Management, LLCCOM3.3K shtrimmed | 3.3K | $693.3K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM2.7K shtrimmed | 2.7K | $558.8K | trimmed |
| CoreCap Advisors, LLCStock2.7K shadded | 2.7K | $557.5K | added |
| Invariant Investment ManagementCOM2.6K sh— | 2.6K | $543.6K | — |
| HF Advisory Group, LLCCOM2.6K shtrimmed | 2.6K | $541.1K | trimmed |
| Green Alpha Advisors, LLCCOM2.5K shtrimmed | 2.5K | $522.7K | trimmed |
| Grove Bank & TrustCOM2.2K shtrimmed | 2.2K | $450.2K | trimmed |
| JACOBS & CO/CACOM2K shheld | 2K | $425K | held |
| Everhart Financial Group, Inc.COM2K shadded | 2K | $414K | added |
| Canandaigua National Trust Co of FloridaCom1.4K shtrimmed | 1.4K | $302K | trimmed |
| GK Wealth Management LLCCOM1.2K shtrimmed | 1.2K | $248.5K | trimmed |
| Mirador Capital Partners LPCOM1.1K sh— | 1.1K | $232.8K | — |
| Venture Visionary Partners LLCCOM993 shheld | 993 | $207.5K | held |
| WALLER FINANCIAL PLANNING GROUP, INCCOM989 shtrimmed | 989 | $206.7K | trimmed |
| Valeo Financial Advisors, LLCStock962 shtrimmed | 962 | $201.1K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock921 shtrimmed | 921 | $192.5K | trimmed |
| Acropolis Investment Management, LLCCOM548 shadded | 548 | $114.5K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM102 shadded | 102 | $21.3K | added |
| Byrne Asset Management LLCCOM84 shtrimmed | 84 | $17.8K | trimmed |
| Pacifica Partners Inc.COM50 shheld | 50 | $10.6K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM40 sh— | 40 | $8.4K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM34 shadded | 34 | $7.1K | added |
| Rosenberg Matthew HamiltonStock11 shheld | 11 | $2.3K | held |
| ATWOOD & PALMER INCCOM9 shheld | 9 | $1.9K | held |
| Retirement Wealth Solutions LLCCOM8 shheld | 8 | $1.7K | held |
| Davis Capital ManagementStock7 shadded | 7 | $1.5K | added |
| TOTH FINANCIAL ADVISORY CORPCOM5 shadded | 5 | $1K | added |