| Douglas Lane & Associates, LLCCOMMON431.9K shadded | 431.9K | $80.4M | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM57.1K shtrimmed | 57.1K | $10.6M | trimmed |
| McAlister, Sweet & Associates, Inc.COM45.4K shadded | 45.4K | $8.5M | added |
| JACOBS & CO/CACOM44.4K shtrimmed | 44.4K | $8.3M | trimmed |
| Farther Finance Advisors, LLCStock40.8K shadded | 40.8K | $7.6M | added |
| Capital Planning LLCCommon Stock35.7K shadded | 35.7K | $6.6M | added |
| KWMG, LLCCOM35.6K shadded | 35.6K | $6.6M | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM27.9K shadded | 27.9K | $5.2M | added |
| Valeo Financial Advisors, LLCStock26K shtrimmed | 26K | $4.8M | trimmed |
| Venture Visionary Partners LLCCOM23.9K shadded | 23.9K | $4.4M | added |
| MFA WEALTH ADVISORS, LLCCOM23.1K shadded | 23.1K | $4.3M | added |
| Weaver Consulting GroupCOM18.2K shtrimmed | 18.2K | $3.4M | trimmed |
| Mirador Capital Partners LPCOM18.1K sh— | 18.1K | $3.4M | — |
| Legacy Private Trust Co.COM17.3K shadded | 17.3K | $3.2M | added |
| MFG WEALTH MANAGEMENT, INC.COM14.4K shadded | 14.4K | $2.7M | added |
| Apella Capital, LLCCOM14.2K shadded | 14.2K | $2.7M | added |
| Wedmont Private CapitalCOM13.7K shadded | 13.7K | $2.6M | added |
| GAMMA Investing LLCCommon Stock12.9K shtrimmed | 12.9K | $2.4M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM12.6K shadded | 12.6K | $2.3M | added |
| EASTERN BANKCOM12.4K shtrimmed | 12.4K | $2.3M | trimmed |
| WoodTrust Financial CorpCOMMON10.9K shadded | 10.9K | $2M | added |
| Central Pacific Bank - Trust DivisionCOM10.9K shadded | 10.9K | $2M | added |
| NEVILLE RODIE & SHAW INCCOM10.4K shheld | 10.4K | $1.9M | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom10K shtrimmed | 10K | $1.9M | trimmed |
| Bangor Savings BankCOM9.5K shtrimmed | 9.5K | $1.8M | trimmed |
| CenterStar Asset Management, LLCCOM8.9K shadded | 8.9K | $1.7M | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM8.4K shtrimmed | 8.4K | $1.6M | trimmed |
| Pacifica Partners Inc.COM7.9K shtrimmed | 7.9K | $1.5M | trimmed |
| Whitaker-Myers Wealth Managers, LTD.COM8K sh— | 8K | $1.5M | — |
| CenterStar Asset Management, LLCCOM7.7K shadded | 7.7K | $1.4M | added |
| Applied Capital LLC/FLCOM7.7K shtrimmed | 7.7K | $1.4M | trimmed |
| First Heartland Consultants, Inc.COM7.6K shadded | 7.6K | $1.4M | added |
| Grove Bank & TrustCOM7K shtrimmed | 7K | $1.3M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM7K shadded | 7K | $1.3M | added |
| Atlas Brown,Inc.Stock6.6K shtrimmed | 6.6K | $1.2M | trimmed |
| Acropolis Investment Management, LLCCOM5.9K shtrimmed | 5.9K | $1.1M | trimmed |
| Legacy Wealth Asset Management, LLCCOM5.5K shtrimmed | 5.5K | $1M | trimmed |
| CoreCap Advisors, LLCStock5.4K shtrimmed | 5.4K | $1M | trimmed |
| Everhart Financial Group, Inc.COM5.1K shtrimmed | 5.1K | $949.6K | trimmed |
| Sound Income Strategies, LLCCOM5K shtrimmed | 5K | $930.8K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.5K shadded | 4.5K | $841.5K | added |
| ECLECTIC ASSOCIATES INC /ADVCOM4.5K shadded | 4.5K | $839.4K | added |
| Wisconsin Wealth Advisors, LLCCOM4.2K shadded | 4.2K | $790.6K | added |
| Avidian Wealth Enterprises, LLCCOM4.1K shtrimmed | 4.1K | $763.8K | trimmed |
| Breakwater Capital GroupCOM4.1K shadded | 4.1K | $756.3K | added |
| Byrne Asset Management LLCCOM3.9K shtrimmed | 3.9K | $749.1K | trimmed |
| CHAPIN DAVIS, INC.COM4K shadded | 4K | $736.9K | added |
| GK Wealth Management LLCCOM3.9K shtrimmed | 3.9K | $720.8K | trimmed |
| PROFESSIONAL ADVISORY SERVICES INCCOM3.7K shheld | 3.7K | $688K | held |
| Gerald Baker Financial Group LLCCOM3.6K shtrimmed | 3.6K | $672.4K | trimmed |
| FINANCIAL MANAGEMENT NETWORK INCCOM3.4K shtrimmed | 3.4K | $665.6K | trimmed |
| Boston Standard Wealth Management, LLCCOM3.5K shheld | 3.5K | $655.5K | held |
| AVITY INVESTMENT MANAGEMENT INC.COM3.4K shadded | 3.4K | $639.5K | added |
| HF Advisory Group, LLCCOM3.3K shadded | 3.3K | $613.8K | added |
| Gradient Investments LLCCOM3.1K shtrimmed | 3.1K | $585.6K | trimmed |
| Montz Harcus Wealth Management LLCCOM3.1K shtrimmed | 3.1K | $577.3K | trimmed |
| Emprise BankEquities2.9K shheld | 2.9K | $545.3K | held |
| DAVIDSON TRUST COEquities2.9K shtrimmed | 2.9K | $544.2K | trimmed |
| Capital Advisors Wealth Management, LLCCOM2.9K shtrimmed | 2.9K | $539.4K | trimmed |
| FELL CAPITAL MANAGEMENT /ADVCOM2.7K shtrimmed | 2.7K | $500.5K | trimmed |
| ANB BANKCom2.6K shtrimmed | 2.6K | $492.3K | trimmed |
| Pathway Financial Advisors LLCCOM2.6K shadded | 2.6K | $482.6K | added |
| Koenig Investment Advisory, LLCStock2.6K shtrimmed | 2.6K | $482.3K | trimmed |
| Exchange BankCOMMON STOCK2.6K shtrimmed | 2.6K | $481.3K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM2.5K shtrimmed | 2.5K | $473.9K | trimmed |
| Arbor Wealth Advisors LLCCOM2.4K shheld | 2.4K | $452.1K | held |
| TrueWealth Advisors, LLCCOM2.4K shadded | 2.4K | $440K | added |
| PARK NATIONAL CORP /OH/Com2.3K shtrimmed | 2.3K | $435.4K | trimmed |
| Cooper Financial GroupCOM2.2K shtrimmed | 2.2K | $412.7K | trimmed |
| Midwest Financial Partners Investments, Inc.COM2.1K shadded | 2.1K | $386.2K | added |
| DECISION INVESTMENTS, INCCOM2K shheld | 2K | $377.9K | held |
| Rosenberg Matthew HamiltonStock1.9K shheld | 1.9K | $350.9K | held |
| ACT WEALTH MANAGEMENT, LLCCOM1.9K shadded | 1.9K | $349.3K | added |
| Tactive Advisors, LLCCOM1.8K shadded | 1.8K | $336.4K | added |
| Dale Q Rice Investment Management LtdCOM1.8K shtrimmed | 1.8K | $328.8K | trimmed |
| Bill Few Associates, Inc.COM1.7K shheld | 1.7K | $316.6K | held |
| INSPIRION WEALTH ADVISORS, LLCCOM1.7K shheld | 1.7K | $311.1K | held |
| Financial Enhancement Group LLCCOM1.7K shtrimmed | 1.7K | $310.9K | trimmed |
| RTD Financial Advisors, Inc.COM1.6K shtrimmed | 1.6K | $296.9K | trimmed |
| Emergent Wealth Advisors, LLCCOM1.6K shtrimmed | 1.6K | $294.5K | trimmed |
| Canandaigua National Trust Co of FloridaCom1.5K shtrimmed | 1.5K | $283K | trimmed |
| Balefire, LLCCOM1.5K shadded | 1.5K | $279.1K | added |
| RIVERSEDGE ADVISORS, LLCCOM1.5K shtrimmed | 1.5K | $278.7K | trimmed |
| Vann Equity Management LLCCOM1.5K shtrimmed | 1.5K | $270.5K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM1.5K shheld | 1.5K | $269.9K | held |
| Worth Asset Management, LLCStock1.3K sh— | 1.3K | $240.2K | — |
| Wealth Enhancement Trust Services, Inc.COM1.2K shadded | 1.2K | $230.1K | added |
| Ridgewood Investments LLCCOM1.2K shheld | 1.2K | $224.4K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1.2K shtrimmed | 1.2K | $223.7K | trimmed |
| Conrad Siegel Investment Advisors, Inc.COM1.2K shtrimmed | 1.2K | $220.7K | trimmed |
| Shulman DeMeo Asset Management LLCCOM1.1K shheld | 1.1K | $213.1K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.1K shtrimmed | 1.1K | $206.3K | trimmed |
| Violich Capital Management, Inc.COM1.1K shheld | 1.1K | $204.7K | held |
| Dorato Capital ManagementCOM1K shheld | 1K | $196.1K | held |
| Trust CoStock944 shtrimmed | 944 | $175.6K | trimmed |
| Bullock Wealth Management GroupStock871 shadded | 871 | $167.5K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM830 shheld | 830 | $154.5K | held |
| FIRST COMMUNITY TRUST NACOM792 shheld | 792 | $147.4K | held |
| Investors Research CorpCOM382 shheld | 382 | $71.1K | held |
| Olistico Wealth, LLCStock300 shheld | 300 | $55.8K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock200 sh— | 200 | $37.2K | — |
| Bank of New HampshireCOM200 shadded | 200 | $37.2K | added |
| STEPH & COCOM164 shadded | 164 | $30.5K | added |
| Davis Capital ManagementStock163 shtrimmed | 163 | $30.3K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock125 shheld | 125 | $23.3K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM111 shadded | 111 | $20.7K | added |
| TOMPKINS FINANCIAL CORPCOM110 shheld | 110 | $20.5K | held |
| Tactive Advisors, LLCCOM100 shtrimmed | 100 | $18.6K | trimmed |
| Marquette Asset Management, LLCCOM50 shtrimmed | 50 | $9.3K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM33 shtrimmed | 33 | $6.1K | trimmed |
| Retirement Wealth Solutions LLCCOM10 shadded | 10 | $1.9K | added |