| Artemis Investment Management LLPCOM2.8M shtrimmed | 2.8M | $176.2M | trimmed |
| Douglas Lane & Associates, LLCCOMMON1.5M shtrimmed | 1.5M | $93.8M | trimmed |
| Mn Services Vermogensbeheer B.V.COM601.9K shadded | 601.9K | $37.6M | added |
| Farther Finance Advisors, LLCStock189.5K shadded | 189.5K | $11.8M | added |
| Keystone Financial Planning, Inc.COM155.2K shtrimmed | 155.2K | $9.7M | trimmed |
| ROCKLAND TRUST COCOM140.4K shtrimmed | 140.4K | $8.8M | trimmed |
| Adams Asset Advisors, LLCCOM125.1K shheld | 125.1K | $7.8M | held |
| TOTH FINANCIAL ADVISORY CORPCOM93.5K shtrimmed | 93.5K | $5.8M | trimmed |
| Castleview Partners, LLCCOM88.9K shadded | 88.9K | $5.5M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock70.4K shadded | 70.4K | $4.4M | added |
| GAMMA Investing LLCCommon Stock56.4K shadded | 56.4K | $3.5M | added |
| BONNESS ENTERPRISES INCCOM54.3K shheld | 54.3K | $3.4M | held |
| Venture Visionary Partners LLCCOM52.6K shtrimmed | 52.6K | $3.3M | trimmed |
| Mirador Capital Partners LPCOM50.4K shadded | 50.4K | $3.1M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM45.7K shadded | 45.7K | $2.9M | added |
| NEVILLE RODIE & SHAW INCCOM38.9K shtrimmed | 38.9K | $2.4M | trimmed |
| SAPIENT CAPITAL LLCCOM36.9K shtrimmed | 36.9K | $2.3M | trimmed |
| Valeo Financial Advisors, LLCStock36.1K shadded | 36.1K | $2.3M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock35.2K shadded | 35.2K | $2.2M | added |
| Greenfield Savings BankCOM32.4K shtrimmed | 32.4K | $2M | trimmed |
| Ridgewood Investments LLCCOM32K shtrimmed | 32K | $2M | trimmed |
| EASTERN BANKCOM31.1K shadded | 31.1K | $1.9M | added |
| MFG WEALTH MANAGEMENT, INC.COM31K shadded | 31K | $1.9M | added |
| Castle Rock Wealth Management, LLCCOM32.2K shtrimmed | 32.2K | $1.9M | trimmed |
| Partnership Wealth Management, LLCStock29.9K shtrimmed | 29.9K | $1.9M | trimmed |
| Exchange BankCOMMON STOCK29.3K shheld | 29.3K | $1.8M | held |
| Iowa State BankCom28.5K shtrimmed | 28.5K | $1.8M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM24.6K shtrimmed | 24.6K | $1.5M | trimmed |
| Monument Capital ManagementCOM24.5K shadded | 24.5K | $1.5M | added |
| Dominguez Wealth Management Solutions, Inc.COM23.8K shadded | 23.8K | $1.5M | added |
| Grove Bank & TrustCOM23K shadded | 23K | $1.4M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom22.3K shtrimmed | 22.3K | $1.4M | trimmed |
| CoreCap Advisors, LLCStock21.9K shtrimmed | 21.9K | $1.4M | trimmed |
| Bangor Savings BankCOM21.6K shtrimmed | 21.6K | $1.3M | trimmed |
| Everhart Financial Group, Inc.COM21.5K shadded | 21.5K | $1.3M | added |
| CHAPIN DAVIS, INC.COM21.4K shadded | 21.4K | $1.3M | added |
| RIVERSEDGE ADVISORS, LLCCOM21.2K shadded | 21.2K | $1.3M | added |
| Wedmont Private CapitalCOM21.8K shadded | 21.8K | $1.3M | added |
| Bank & Trust CoCOM20.2K shtrimmed | 20.2K | $1.3M | trimmed |
| Balefire, LLCCOM17K shtrimmed | 17K | $1.1M | trimmed |
| PARK NATIONAL CORP /OH/Com16.8K shtrimmed | 16.8K | $1M | trimmed |
| Avidian Wealth Enterprises, LLCCOM16.3K shadded | 16.3K | $1M | added |
| Acropolis Investment Management, LLCCOM16.2K shtrimmed | 16.2K | $1M | trimmed |
| AVAII WEALTH MANAGEMENT, LLCCOM16.3K shtrimmed | 16.3K | $993.8K | trimmed |
| Apella Capital, LLCCOM16.3K shadded | 16.3K | $972.3K | added |
| Atlas Brown,Inc.Stock13.4K shheld | 13.4K | $834.5K | held |
| Legacy Wealth Asset Management, LLCCOM13.2K shadded | 13.2K | $825.6K | added |
| Cooper Financial GroupCOM12.8K shadded | 12.8K | $797.7K | added |
| Bill Few Associates, Inc.COM12.3K shadded | 12.3K | $769.2K | added |
| Nautilus Advisors LLCCOM12.1K shtrimmed | 12.1K | $754.5K | trimmed |
| DAVIDSON TRUST COEquities12K shtrimmed | 12K | $747.4K | trimmed |
| YHB Investment Advisors, Inc.COM10.7K shtrimmed | 10.7K | $666.6K | trimmed |
| ATWOOD & PALMER INCCOM10.1K shtrimmed | 10.1K | $632K | trimmed |
| Investment Partners Asset Management, Inc.COM8.9K shtrimmed | 8.9K | $555K | trimmed |
| Trust CoStock8.7K shtrimmed | 8.7K | $541.4K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock8.6K shadded | 8.6K | $538.3K | added |
| Central Pacific Bank - Trust DivisionCOM8.6K shtrimmed | 8.6K | $535.6K | trimmed |
| Platt Investment Counsel, LLCCOM8.5K shheld | 8.5K | $532K | held |
| STEPH & COCOM8.5K shadded | 8.5K | $529.8K | added |
| M.E. ALLISON & CO., INC.COM8.3K shadded | 8.3K | $519.1K | added |
| Investors Research CorpCOM8.1K shtrimmed | 8.1K | $507.6K | trimmed |
| Legacy Private Trust Co.COM7.7K shheld | 7.7K | $477.7K | held |
| Bank of New HampshireCOM7.4K shadded | 7.4K | $464.4K | added |
| Bath Savings Trust CoCommon Stock7.3K shtrimmed | 7.3K | $453.5K | trimmed |
| LAWOOD & COCommon Stock7K shtrimmed | 7K | $437.5K | trimmed |
| WoodTrust Financial CorpCOMMON6.4K shheld | 6.4K | $402K | held |
| Canandaigua National Trust Co of FloridaCom6.3K sh— | 6.3K | $394.5K | — |
| Post Resch Tallon Group Inc.COM6.1K shadded | 6.1K | $382.9K | added |
| VISTA INVESTMENT PARTNERS LLCCOM5.8K shtrimmed | 5.8K | $360.5K | trimmed |
| MRA Advisory GroupCOM5.6K shtrimmed | 5.6K | $352.3K | trimmed |
| LifeGoal Investments, LLCCOM5.3K shtrimmed | 5.3K | $331K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM5.3K shadded | 5.3K | $327.9K | added |
| RTD Financial Advisors, Inc.COM5.2K shtrimmed | 5.2K | $325K | trimmed |
| Vann Equity Management LLCCOM4.7K sh— | 4.7K | $296.3K | — |
| DIVERSIFIED MANAGEMENT INCCOM4.6K shadded | 4.6K | $287.9K | added |
| TOMPKINS FINANCIAL CORPCOM4.6K shheld | 4.6K | $284.4K | held |
| Roan Capital PartnersCOM4.5K shtrimmed | 4.5K | $280.4K | trimmed |
| Sound Income Strategies, LLCCOM4.6K shtrimmed | 4.6K | $272.8K | trimmed |
| Gradient Investments LLCCOM4.4K shtrimmed | 4.4K | $272.1K | trimmed |
| Bullock Wealth Management GroupStock4.4K shadded | 4.4K | $268.7K | added |
| Hummer Financial Advisory Services IncCOM4.3K shheld | 4.3K | $268.3K | held |
| O'Keefe Stevens Advisory, Inc.COM4.2K shheld | 4.2K | $260.2K | held |
| Paragon Capital Management LtdCOM4.1K shadded | 4.1K | $258.1K | added |
| Intelligence Driven Advisers, LLCCOM4.1K shadded | 4.1K | $257.5K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM4.1K shadded | 4.1K | $257.2K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3.9K shtrimmed | 3.9K | $240.9K | trimmed |
| Quintet Private Bank (Europe) S.A.COM3.8K shtrimmed | 3.8K | $236.5K | trimmed |
| Successful Portfolios LLCCOM4K shtrimmed | 4K | $236.3K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM3.7K shtrimmed | 3.7K | $231.3K | trimmed |
| ALKEME WEALTH, LLCCOM3.7K shtrimmed | 3.7K | $231.1K | trimmed |
| Breakwater Capital GroupCOM3.7K shheld | 3.7K | $227.8K | held |
| JACOBS & CO/CACOM3.6K shheld | 3.6K | $223K | held |
| Weaver Consulting GroupCOM3.5K sh— | 3.5K | $218.5K | — |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.COM3.5K shtrimmed | 3.5K | $216.9K | trimmed |
| Montz Harcus Wealth Management LLCCOM3.5K sh— | 3.5K | $215.9K | — |
| Wealth Enhancement Trust Services, Inc.COM3.2K shadded | 3.2K | $198.9K | added |
| GK Wealth Management LLCCOM2.7K shtrimmed | 2.7K | $166.7K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock2K shheld | 2K | $124.8K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM2K shtrimmed | 2K | $123.1K | trimmed |
| Rosenberg Matthew HamiltonStock1.9K shadded | 1.9K | $120.6K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM1.9K shadded | 1.9K | $117.8K | added |
| FIRST COMMUNITY TRUST NACOM1.8K shadded | 1.8K | $113.6K | added |
| VISTA INVESTMENT PARTNERS LLCCOM1.8K shtrimmed | 1.8K | $112.3K | trimmed |
| Byrne Asset Management LLCCOM1.8K shheld | 1.8K | $111.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1.4K shtrimmed | 1.4K | $86.9K | trimmed |
| Olistico Wealth, LLCStock1.2K shheld | 1.2K | $74.9K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM1K sh— | 1K | $64.3K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock600 shtrimmed | 600 | $37.4K | trimmed |
| Dorato Capital ManagementCOM300 shheld | 300 | $17.9K | held |
| Brown Shipley& Co LtdCOM270 shheld | 270 | $16.8K | held |
| Pacifica Partners Inc.COM230 shheld | 230 | $14.1K | held |
| Marquette Asset Management, LLCCOM132 shheld | 132 | $8.2K | held |
| Retirement Wealth Solutions LLCCOM79 shtrimmed | 79 | $4.9K | trimmed |
| Davis Capital ManagementStock74 shadded | 74 | $4.6K | added |