| Douglas Lane & Associates, LLCCOMMON338.7K shtrimmed | 338.7K | $94.2M | trimmed |
| ROCKLAND TRUST COCOM67.6K shadded | 67.6K | $18.8M | added |
| ARMSTRONG HENRY H ASSOCIATES INCCOM57.8K shadded | 57.8K | $16.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock20.9K shtrimmed | 20.9K | $5.8M | trimmed |
| SPRING CAPITAL MANAGEMENT, LLCCOM20.2K shadded | 20.2K | $5.6M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM17.1K shtrimmed | 17.1K | $4.8M | trimmed |
| PARK NATIONAL CORP /OH/Com13.7K shtrimmed | 13.7K | $3.8M | trimmed |
| Central Pacific Bank - Trust DivisionCOM12.8K shtrimmed | 12.8K | $3.6M | trimmed |
| EASTERN BANKCOM12.4K shtrimmed | 12.4K | $3.4M | trimmed |
| CHAPIN DAVIS, INC.COM9.7K shadded | 9.7K | $2.7M | added |
| ALKEME WEALTH, LLCCOM8.4K shtrimmed | 8.4K | $2.3M | trimmed |
| HALL LAURIE J TRUSTEEEquities7.4K shheld | 7.4K | $2.1M | held |
| Farther Finance Advisors, LLCStock6.7K shtrimmed | 6.7K | $1.9M | trimmed |
| Avidian Wealth Enterprises, LLCCOM6K shtrimmed | 6K | $1.7M | trimmed |
| O'Keefe Stevens Advisory, Inc.COM6K shadded | 6K | $1.7M | added |
| GAMMA Investing LLCCommon Stock5.6K shadded | 5.6K | $1.6M | added |
| Castle Rock Wealth Management, LLCCOM5.5K shtrimmed | 5.5K | $1.5M | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM5K shadded | 5K | $1.4M | added |
| CONGRESS ASSET MANAGEMENT COCOM4.6K shtrimmed | 4.6K | $1.3M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.4K shtrimmed | 4.4K | $1.2M | trimmed |
| Applied Capital LLC/FLCOM4.4K shtrimmed | 4.4K | $1.2M | trimmed |
| Iowa State BankCom4K sh— | 4K | $1.1M | — |
| Investors Research CorpCOM3.9K shtrimmed | 3.9K | $1.1M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.6K shtrimmed | 3.6K | $995.9K | trimmed |
| Bath Savings Trust CoCommon Stock3.5K shheld | 3.5K | $972.4K | held |
| Wedmont Private CapitalCOM3.2K shadded | 3.2K | $904.4K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3.1K shtrimmed | 3.1K | $867.1K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM3K shtrimmed | 3K | $844.2K | trimmed |
| Legacy Private Trust Co.COM3K shtrimmed | 3K | $842.5K | trimmed |
| Valeo Financial Advisors, LLCStock2.7K shadded | 2.7K | $759.6K | added |
| Ridgewood Investments LLCCOM2.6K shtrimmed | 2.6K | $729K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM2.6K shadded | 2.6K | $728.7K | added |
| Venture Visionary Partners LLCCOM2.5K shtrimmed | 2.5K | $697.9K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2.5K shtrimmed | 2.5K | $684.2K | trimmed |
| Greenfield Savings BankCOM2.3K shheld | 2.3K | $646.9K | held |
| HF Advisory Group, LLCCOM2.2K shtrimmed | 2.2K | $617K | trimmed |
| Apella Capital, LLCCOM2.1K shtrimmed | 2.1K | $578.6K | trimmed |
| STABLEFORD CAPITAL II LLCCOM2.1K shtrimmed | 2.1K | $574.5K | trimmed |
| Partnership Wealth Management, LLCStock2K shheld | 2K | $556.5K | held |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM2K shheld | 2K | $556K | held |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM1.9K shadded | 1.9K | $540.9K | added |
| NEVILLE RODIE & SHAW INCCOM1.9K shheld | 1.9K | $515K | held |
| ANB BANKCom1.8K shadded | 1.8K | $509.2K | added |
| General Partner, Inc.CL1.7K shheld | 1.7K | $464.1K | held |
| Hamilton Capital, LLCCOM1.6K shtrimmed | 1.6K | $446.6K | trimmed |
| TOMPKINS FINANCIAL CORPCOM1.6K shheld | 1.6K | $445.2K | held |
| ACIMA PRIVATE WEALTH, LLCStock1.5K shheld | 1.5K | $417.3K | held |
| Everhart Financial Group, Inc.COM1.3K shadded | 1.3K | $372.6K | added |
| Atlas Brown,Inc.Stock1.3K shadded | 1.3K | $366.2K | added |
| Peoples Bank/KSCommon Stock1.1K shheld | 1.1K | $297.7K | held |
| TILIA FIDUCIARY PARTNERS, INC.Stock957 shtrimmed | 957 | $266.4K | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM930 shadded | 930 | $258.8K | added |
| Wealth Science Advisors LLCCOM877 shtrimmed | 877 | $244K | trimmed |
| M.E. ALLISON & CO., INC.COM800 shheld | 800 | $222.6K | held |
| Bullock Wealth Management GroupStock801 shadded | 801 | $218.9K | added |
| Grove Bank & TrustCOM784 shheld | 784 | $218.1K | held |
| LEGACY SOLUTIONS, LLCCOM779 shtrimmed | 779 | $216.8K | trimmed |
| Canandaigua National Trust Co of FloridaCom771 shadded | 771 | $214.5K | added |
| Successful Portfolios LLCCOM747 shheld | 747 | $208.7K | held |
| Heartwood Wealth Advisors LLCStock746 shheld | 746 | $207.6K | held |
| Dakota Community Bank & Trust NACOM742 shtrimmed | 742 | $206.4K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM741 shtrimmed | 741 | $206.3K | trimmed |
| Rosenberg Matthew HamiltonStock721 shheld | 721 | $200.6K | held |
| Byrne Asset Management LLCCOM434 shheld | 434 | $118.6K | held |
| GK Wealth Management LLCCOM299 sh— | 299 | $83.4K | — |
| Bank of New HampshireCOM200 shheld | 200 | $55.6K | held |
| CoreCap Advisors, LLCStock185 shadded | 185 | $51.6K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM164 shadded | 164 | $45.6K | added |
| FIRST COMMUNITY TRUST NACOM130 shheld | 130 | $36.2K | held |
| Olistico Wealth, LLCStock130 shtrimmed | 130 | $36.2K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM125 shtrimmed | 125 | $34.8K | trimmed |
| Retirement Wealth Solutions LLCCOM71 shadded | 71 | $19.8K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock58 shheld | 58 | $16.1K | held |
| Bangor Savings BankCOM57 shheld | 57 | $15.9K | held |
| Davis Capital ManagementStock44 shadded | 44 | $12.2K | added |
| Pacifica Partners Inc.COM43 shheld | 43 | $11.8K | held |
| Marquette Asset Management, LLCCOM15 shheld | 15 | $4.2K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM10 sh— | 10 | $2.8K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM8 shheld | 8 | $2.2K | held |
| Aventus Investment Advisors, Inc.Stock6 shtrimmed | 6 | $1.7K | trimmed |
| Trust CoStock6 shheld | 6 | $1.7K | held |