| Mn Services Vermogensbeheer B.V.COM75.6K shheld | 75.6K | $16.8M | held |
| Gradient Investments LLCCOM72.5K shadded | 72.5K | $16.1M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM28.6K shtrimmed | 28.6K | $6.4M | trimmed |
| Venture Visionary Partners LLCCOM28.5K shadded | 28.5K | $6.3M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock18.5K shtrimmed | 18.5K | $4.1M | trimmed |
| Farther Finance Advisors, LLCStock12.9K shtrimmed | 12.9K | $2.9M | trimmed |
| Davis Capital ManagementStock12.6K shtrimmed | 12.6K | $2.8M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom10.3K shadded | 10.3K | $2.3M | added |
| Bank & Trust CoCOM10K shheld | 10K | $2.2M | held |
| GAMMA Investing LLCCommon Stock9.8K shadded | 9.8K | $2.2M | added |
| Wedmont Private CapitalCOM7.3K shadded | 7.3K | $1.7M | added |
| Whitaker-Myers Wealth Managers, LTD.COM7.5K sh— | 7.5K | $1.7M | — |
| Athena Wealth Management, LLCCOM6.3K shadded | 6.3K | $1.4M | added |
| Apella Capital, LLCCOM5.6K shadded | 5.6K | $1.3M | added |
| Barden Capital Management, Inc.COM5.3K shtrimmed | 5.3K | $1.2M | trimmed |
| Valeo Financial Advisors, LLCStock4.4K shtrimmed | 4.4K | $986.5K | trimmed |
| Avidian Wealth Enterprises, LLCCOM3.7K shadded | 3.7K | $810.4K | added |
| PARK NATIONAL CORP /OH/Com3.3K shtrimmed | 3.3K | $741.7K | trimmed |
| TrueWealth Advisors, LLCCOM3.2K sh— | 3.2K | $713.7K | — |
| EASTERN BANKCOM2.8K shtrimmed | 2.8K | $616.8K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM2.6K shtrimmed | 2.6K | $568.8K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM2.6K shadded | 2.6K | $568.4K | added |
| Grove Bank & TrustCOM2.6K shheld | 2.6K | $566K | held |
| Greenfield Savings BankCOM2.4K shheld | 2.4K | $541.8K | held |
| Graves Light Lenhart Wealth, Inc.COM2.2K shheld | 2.2K | $498.2K | held |
| Bank of New HampshireCOM2.1K shheld | 2.1K | $464.8K | held |
| Hummer Financial Advisory Services IncCOM2K shheld | 2K | $442.8K | held |
| CONGRESS ASSET MANAGEMENT COCOM1.6K shtrimmed | 1.6K | $364.1K | trimmed |
| Legacy Private Trust Co.COM1.5K shheld | 1.5K | $334.3K | held |
| Applied Capital LLC/FLCOM1.5K shheld | 1.5K | $327.5K | held |
| Decker Wealth Management LLCCOM1.3K shheld | 1.3K | $288.4K | held |
| Cooper Financial GroupCOM1.3K shtrimmed | 1.3K | $283.3K | trimmed |
| Intelligence Driven Advisers, LLCCOM1.3K shtrimmed | 1.3K | $278.7K | trimmed |
| Adelphi Trust CoCommon Stock1.2K shadded | 1.2K | $265.3K | added |
| Dakota Community Bank & Trust NACOM1.2K shtrimmed | 1.2K | $260K | trimmed |
| CoreCap Advisors, LLCStock1.1K shtrimmed | 1.1K | $247.7K | trimmed |
| SAPIENT CAPITAL LLCCOM1.1K shtrimmed | 1.1K | $237.2K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM1K shheld | 1K | $225.2K | held |
| Gladwyn Financial Advisors, Inc.COM976 shheld | 976 | $216.6K | held |
| Acropolis Investment Management, LLCCOM974 shadded | 974 | $216.1K | added |
| Kaizen Financial StrategiesCOM967 shadded | 967 | $214.5K | added |
| Factor Wealth Management LTDCOM959 shtrimmed | 959 | $212.8K | trimmed |
| CENTRAL BANK & TRUST COEquities947 shheld | 947 | $210.1K | held |
| Paragon Capital Management LtdCOM933 shadded | 933 | $207K | added |
| Rosenberg Matthew HamiltonStock776 shheld | 776 | $172.2K | held |
| Byrne Asset Management LLCCOM469 shheld | 469 | $105.2K | held |
| Olistico Wealth, LLCStock328 shheld | 328 | $72.8K | held |
| GK Wealth Management LLCCOM307 sh— | 307 | $68.2K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM288 shadded | 288 | $63.9K | added |
| VALLEY WEALTH MANAGERS, INC.Stock283 shheld | 283 | $62.8K | held |
| FIRST COMMUNITY TRUST NACOM255 shheld | 255 | $56.6K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM223 shtrimmed | 223 | $49.5K | trimmed |
| ATWOOD & PALMER INCCOM150 shheld | 150 | $33.3K | held |
| Dorato Capital ManagementCOM138 shheld | 138 | $30.9K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM108 shadded | 108 | $24K | added |
| Bullock Wealth Management GroupStock83 shadded | 83 | $18.6K | added |
| Pacifica Partners Inc.COM50 shheld | 50 | $11.2K | held |
| TOMPKINS FINANCIAL CORPCOM44 shtrimmed | 44 | $9.8K | trimmed |
| Marquette Asset Management, LLCCOM33 shtrimmed | 33 | $7.3K | trimmed |
| Retirement Wealth Solutions LLCCOM30 shtrimmed | 30 | $6.7K | trimmed |
| Trust CoStock3 shheld | 3 | $666 | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $222 | — |