| SAPIENT CAPITAL LLCCOM CL A1M shtrimmed | 1M | $296.7M | trimmed |
| Mn Services Vermogensbeheer B.V.COM CL A66.9K shheld | 66.9K | $19.4M | held |
| Venture Visionary Partners LLCCOM CL A31.3K shadded | 31.3K | $9.1M | added |
| GLYNN CAPITAL MANAGEMENT LLCCOM24.7K shtrimmed | 24.7K | $7.2M | trimmed |
| Farther Finance Advisors, LLCStock16.6K shadded | 16.6K | $4.8M | added |
| Integrated Financial Solutions, Inc.COM CL A12.6K shadded | 12.6K | $3.7M | added |
| Eastover Investment Advisors LLCCOM CL A12.3K shadded | 12.3K | $3.6M | added |
| Overbrook Management CorpCOM CL A12.1K shtrimmed | 12.1K | $3.5M | trimmed |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM9.1K shtrimmed | 9.1K | $2.6M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM8K shtrimmed | 8K | $2.3M | trimmed |
| Wedmont Private CapitalCOM CL A7K shtrimmed | 7K | $2M | trimmed |
| Castle Rock Wealth Management, LLCCOM CL A4.3K shtrimmed | 4.3K | $1.2M | trimmed |
| GAMMA Investing LLCCommon Stock3.7K shtrimmed | 3.7K | $1.1M | trimmed |
| Matrix Trust CoCOM CL A2.6K shadded | 2.6K | $752K | added |
| Meadowbrook Wealth Management, LLCLarge US Gro Eq2.5K shtrimmed | 2.5K | $723.8K | trimmed |
| Everhart Financial Group, Inc.COM CL A2.5K shtrimmed | 2.5K | $717.7K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM CL A2.4K shadded | 2.4K | $696.7K | added |
| CenterStar Asset Management, LLCCOM CL A2K sh— | 2K | $580.9K | — |
| Valeo Financial Advisors, LLCStock2K shtrimmed | 2K | $574.1K | trimmed |
| Westwind CapitalStock1.9K shadded | 1.9K | $538K | added |
| Whalen Wealth Management Inc.COM CL A1.7K shadded | 1.7K | $492.3K | added |
| Sound Income Strategies, LLCCOM CL A1.2K shadded | 1.2K | $344.4K | added |
| Cooper Financial GroupCOM CL A1K shtrimmed | 1K | $291.6K | trimmed |
| CenterStar Asset Management, LLCCOM CL A1K sh— | 1K | $290.4K | — |
| Quintet Private Bank (Europe) S.A.COM CL A758 shheld | 758 | $220.1K | held |
| CoreCap Advisors, LLCStock719 shadded | 719 | $208.8K | added |
| Acropolis Investment Management, LLCCOM CL A670 sh— | 670 | $194.6K | — |
| GK Wealth Management LLCCOM CL A606 shtrimmed | 606 | $176K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock392 shtrimmed | 392 | $113.8K | trimmed |
| STEPH & COCOM CL A319 shtrimmed | 319 | $92.6K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM CL A121 shadded | 121 | $35.1K | added |
| EASTERN BANKCOM CL A105 shheld | 105 | $30.5K | held |
| Grove Bank & TrustCOM CL A79 shadded | 79 | $22.9K | added |
| Marquette Asset Management, LLCCOM CL A25 shtrimmed | 25 | $7.3K | trimmed |
| Retirement Wealth Solutions LLCCOM CL A21 shtrimmed | 21 | $6.1K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM CL A19 shtrimmed | 19 | $5.5K | trimmed |
| Davis Capital ManagementStock6 shheld | 6 | $1.7K | held |
| TOTH FINANCIAL ADVISORY CORPCOM CL A4 shtrimmed | 4 | $1.2K | trimmed |
| Investors Research CorpCOM CL A3 shheld | 3 | $871 | held |