| Douglas Lane & Associates, LLCCOMMON412.4K shtrimmed | 412.4K | $67.5M | trimmed |
| Border to Coast Pensions Partnership LtdREIT322.7K shtrimmed | 322.7K | $52.7M | trimmed |
| Quintet Private Bank (Europe) S.A.COM233K shadded | 233K | $38.1M | added |
| EASTERN BANKCOM161.6K shtrimmed | 161.6K | $26.4M | trimmed |
| Sound Income Strategies, LLCCOM118.8K shadded | 118.8K | $19.8M | added |
| Ausbil Investment Management LtdCOM42.7K shheld | 42.7K | $7M | held |
| PARK NATIONAL CORP /OH/Com41.3K shtrimmed | 41.3K | $6.8M | trimmed |
| VALLEY WEALTH MANAGERS, INC.REIT27.4K shadded | 27.4K | $4.5M | added |
| JACOBS & CO/CACOM27.1K shtrimmed | 27.1K | $4.4M | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM23.2K shadded | 23.2K | $3.8M | added |
| Bill Few Associates, Inc.COM22.4K shadded | 22.4K | $3.7M | added |
| Strong Retirement Solutions LLCCOM20K shadded | 20K | $3.3M | added |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT19.9K shtrimmed | 19.9K | $3.3M | trimmed |
| Farther Finance Advisors, LLCREIT16.8K shadded | 16.8K | $2.8M | added |
| Brown Shipley& Co LtdCOM15.4K shadded | 15.4K | $2.5M | added |
| CONGRESS ASSET MANAGEMENT COCOM12.7K sh— | 12.7K | $2.1M | — |
| CANANDAIGUA NATIONAL BANK & TRUST COCom12.7K shadded | 12.7K | $2.1M | added |
| Werlinich Asset Management, LLCCOM11.1K shadded | 11.1K | $1.8M | added |
| Avidian Wealth Enterprises, LLCCOM10.5K shtrimmed | 10.5K | $1.7M | trimmed |
| GAMMA Investing LLCREIT9.7K shadded | 9.7K | $1.6M | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM8.6K shadded | 8.6K | $1.4M | added |
| EPIQ PARTNERS, LLCCOM8.2K shtrimmed | 8.2K | $1.3M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM8.1K shadded | 8.1K | $1.3M | added |
| Legacy Wealth Asset Management, LLCCOM7.7K shadded | 7.7K | $1.3M | added |
| Bath Savings Trust CoCommon Stock6.9K shtrimmed | 6.9K | $1.1M | trimmed |
| Applied Capital LLC/FLCOM6.2K shadded | 6.2K | $1M | added |
| Canandaigua National Trust Co of FloridaCom6K shadded | 6K | $982.6K | added |
| ANB BANKCom5.1K shtrimmed | 5.1K | $842.8K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.8K shtrimmed | 4.8K | $780.6K | trimmed |
| Wedmont Private CapitalCOM4.5K shadded | 4.5K | $751.7K | added |
| Ridgewood Investments LLCCOM3.6K shadded | 3.6K | $594K | added |
| First Heartland Consultants, Inc.COM3.3K shtrimmed | 3.3K | $547.5K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM3.2K shadded | 3.2K | $531.2K | added |
| Everhart Financial Group, Inc.COM3.1K shadded | 3.1K | $507.9K | added |
| Venture Visionary Partners LLCCOM2.8K shtrimmed | 2.8K | $462.5K | trimmed |
| Lincoln Capital LLCCOM2.7K shtrimmed | 2.7K | $444.3K | trimmed |
| M.E. ALLISON & CO., INC.COM2.5K shadded | 2.5K | $409.2K | added |
| General Partner, Inc.CL2.4K shheld | 2.4K | $391.4K | held |
| Bullock Wealth Management GroupREIT2.4K shadded | 2.4K | $382.6K | added |
| Wealth Enhancement Trust Services, Inc.COM2.2K shtrimmed | 2.2K | $358.8K | trimmed |
| Crumly & Associates Inc.COM2.2K shadded | 2.2K | $355.2K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM2.1K shadded | 2.1K | $343.2K | added |
| Valeo Financial Advisors, LLCREIT2.1K shtrimmed | 2.1K | $336.8K | trimmed |
| Grove Bank & TrustCOM2.1K shtrimmed | 2.1K | $336.7K | trimmed |
| Sunburst Financial Group, LLCCOM2K shadded | 2K | $333.8K | added |
| Adelphi Trust CoCommon Stock2K shadded | 2K | $320K | added |
| CYPRESS FINANCIAL PLANNING LLCCOM1.9K shtrimmed | 1.9K | $317.9K | trimmed |
| LifeGoal Investments, LLCCOM1.9K sh— | 1.9K | $307.1K | — |
| Balefire, LLCCOM1.8K shadded | 1.8K | $291.2K | added |
| Heartwood Wealth Advisors LLCREIT1.8K shadded | 1.8K | $290.2K | added |
| Apella Capital, LLCCOM1.5K sh— | 1.5K | $257.2K | — |
| GK Wealth Management LLCCOM1.5K shtrimmed | 1.5K | $250.4K | trimmed |
| SAPIENT CAPITAL LLCCOM1.5K shtrimmed | 1.5K | $246.9K | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM1.4K shheld | 1.4K | $234.9K | held |
| Violich Capital Management, Inc.COM1.4K shheld | 1.4K | $229.2K | held |
| ROCKLAND TRUST COCOM1.3K shtrimmed | 1.3K | $206.4K | trimmed |
| LEGACY SOLUTIONS, LLCCOM1.2K sh— | 1.2K | $203.4K | — |
| Trust CoREIT825 shadded | 825 | $135K | added |
| Rosenberg Matthew HamiltonREIT803 shadded | 803 | $131.4K | added |
| CoreCap Advisors, LLCREIT577 shtrimmed | 577 | $94.6K | trimmed |
| Byrne Asset Management LLCCOM507 shheld | 507 | $81.7K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM414 shadded | 414 | $67.8K | added |
| Dakota Community Bank & Trust NACOM327 shadded | 327 | $53.5K | added |
| Central Pacific Bank - Trust DivisionCOM325 shheld | 325 | $53.2K | held |
| ATWOOD & PALMER INCCOM255 shadded | 255 | $41.7K | added |
| TOTH FINANCIAL ADVISORY CORPCOM143 shadded | 143 | $23.4K | added |
| Bank of New HampshireCOM140 shheld | 140 | $22.9K | held |
| Olistico Wealth, LLCREIT133 shheld | 133 | $21.8K | held |
| STEPH & COCOM128 shadded | 128 | $21K | added |
| Investors Research CorpCOM115 shheld | 115 | $18.8K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM108 shheld | 108 | $17.7K | held |
| Bank & Trust CoCOM88 shheld | 88 | $14.4K | held |
| ACIMA PRIVATE WEALTH, LLCREIT75 shheld | 75 | $12.3K | held |
| MJT & Associates Financial Advisory Group, Inc.REIT23 shtrimmed | 23 | $3.8K | trimmed |
| Retirement Wealth Solutions LLCCOM16 sh— | 16 | $2.6K | — |
| Davis Capital ManagementREIT13 shtrimmed | 13 | $2.1K | trimmed |
| Marquette Asset Management, LLCCOM11 shtrimmed | 11 | $1.8K | trimmed |
| Bangor Savings BankCOM10 shtrimmed | 10 | $1.6K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM9 shtrimmed | 9 | $1.5K | trimmed |