| Artemis Investment Management LLPCL A397.2K shtrimmed | 397.2K | $21.8M | trimmed |
| Gradient Investments LLCCL A342.2K shtrimmed | 342.2K | $18.8M | trimmed |
| Insight Wealth Strategies, LLCCL A103.2K shadded | 103.2K | $5.7M | added |
| Sound Income Strategies, LLCCL A98.7K shadded | 98.7K | $5.6M | added |
| CONGRESS ASSET MANAGEMENT COCOM61K shtrimmed | 61K | $3.3M | trimmed |
| REINHART PARTNERS, LLC.COM58.6K shtrimmed | 58.6K | $3.2M | trimmed |
| GAMMA Investing LLCCommon Stock24.6K shadded | 24.6K | $1.4M | added |
| Wedmont Private CapitalCL A22.7K shtrimmed | 22.7K | $1.3M | trimmed |
| PARK NATIONAL CORP /OH/Com21.3K shtrimmed | 21.3K | $1.2M | trimmed |
| Farther Finance Advisors, LLCStock15.4K shadded | 15.4K | $845.3K | added |
| EASTERN BANKCL A12.5K shheld | 12.5K | $685.9K | held |
| Central Pacific Bank - Trust DivisionCL A11.7K shtrimmed | 11.7K | $642.1K | trimmed |
| Quintet Private Bank (Europe) S.A.CL A8.9K sh— | 8.9K | $490.3K | — |
| Legacy Wealth Asset Management, LLCCL A7.2K shtrimmed | 7.2K | $397K | trimmed |
| Valeo Financial Advisors, LLCStock7.1K shadded | 7.1K | $387.7K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7K shtrimmed | 7K | $381.9K | trimmed |
| Rosenberg Matthew HamiltonStock6.8K shheld | 6.8K | $373K | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom6.7K shtrimmed | 6.7K | $368.1K | trimmed |
| Hamilton Capital, LLCCL A5.4K shtrimmed | 5.4K | $296.3K | trimmed |
| Whalen Wealth Management Inc.CL A5K shadded | 5K | $275.3K | added |
| Bank of New HampshireCL A4.8K shtrimmed | 4.8K | $263.8K | trimmed |
| RIVERSEDGE ADVISORS, LLCCL A4.5K sh— | 4.5K | $245.1K | — |
| MOODY NATIONAL BANK TRUST DIVISIONCL A4.2K shtrimmed | 4.2K | $230.4K | trimmed |
| Canandaigua National Trust Co of FloridaCom3.9K shtrimmed | 3.9K | $214.5K | trimmed |
| SAPIENT CAPITAL LLCCL A3.9K shtrimmed | 3.9K | $212.5K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL A3.9K shadded | 3.9K | $212K | added |
| Everhart Financial Group, Inc.CL A3.8K shadded | 3.8K | $206.2K | added |
| Kearns & Associates LLCCL A3.8K shheld | 3.8K | $205.9K | held |
| CoreCap Advisors, LLCStock2.1K shadded | 2.1K | $117.4K | added |
| ARMSTRONG ADVISORY GROUP, INCCL A1.7K shadded | 1.7K | $94.1K | added |
| Grove Bank & TrustCL A814 shheld | 814 | $44.7K | held |
| Bullock Wealth Management GroupStock328 sh— | 328 | $18.2K | — |
| STEPH & COCL A281 shheld | 281 | $15.4K | held |
| Olistico Wealth, LLCStock250 shadded | 250 | $13.7K | added |
| VALLEY WEALTH MANAGERS, INC.Stock145 shheld | 145 | $8K | held |
| ELEVATION WEALTH PARTNERS, LLCCL A126 shtrimmed | 126 | $6.9K | trimmed |
| Retirement Wealth Solutions LLCCL A81 shadded | 81 | $4.4K | added |
| Marquette Asset Management, LLCCL A78 shheld | 78 | $4.3K | held |
| GK Wealth Management LLCCL A70 sh— | 70 | $3.8K | — |
| Wealth Enhancement Trust Services, Inc.CL A69 shheld | 69 | $3.8K | held |
| Pacifica Partners Inc.CL A25 shheld | 25 | $1.4K | held |
| Davis Capital ManagementStock23 shadded | 23 | $1.3K | added |
| GILPIN WEALTH MANAGEMENT, LLCCL A2 sh— | 2 | $110 | — |