| Gradient Investments LLCCOM443.6K shtrimmed | 443.6K | $19.4M | trimmed |
| Mn Services Vermogensbeheer B.V.COM433K shheld | 433K | $18.9M | held |
| Border to Coast Pensions Partnership LtdCommon Stock426K shadded | 426K | $18.6M | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM108K shtrimmed | 108K | $4.7M | trimmed |
| Farther Finance Advisors, LLCStock43.1K shadded | 43.1K | $1.9M | added |
| GAMMA Investing LLCCommon Stock39.2K shadded | 39.2K | $1.7M | added |
| NEVILLE RODIE & SHAW INCCOM24.3K shadded | 24.3K | $1.1M | added |
| Wedmont Private CapitalCOM24.6K shtrimmed | 24.6K | $1M | trimmed |
| Quintet Private Bank (Europe) S.A.COM20.5K shadded | 20.5K | $894.8K | added |
| Persium Advisors, LLCCOM19.3K shadded | 19.3K | $842.8K | added |
| Investors Research CorpCOM15.9K shadded | 15.9K | $692.9K | added |
| TLWMCOM14.8K shtrimmed | 14.8K | $646.5K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM13.7K shadded | 13.7K | $599.4K | added |
| Everhart Financial Group, Inc.COM13.2K shadded | 13.2K | $574.7K | added |
| Venture Visionary Partners LLCCOM12.6K shadded | 12.6K | $550.3K | added |
| EASTERN BANKCOM12.5K shtrimmed | 12.5K | $545.6K | trimmed |
| First Heartland Consultants, Inc.COM11.9K sh— | 11.9K | $520.9K | — |
| CANANDAIGUA NATIONAL BANK & TRUST COCom11.6K shadded | 11.6K | $505.8K | added |
| Valeo Financial Advisors, LLCStock10.5K shadded | 10.5K | $459.9K | added |
| LifeGoal Investments, LLCCOM9.8K sh— | 9.8K | $428.1K | — |
| CONGRESS ASSET MANAGEMENT COCOM9.4K shtrimmed | 9.4K | $412.3K | trimmed |
| Avidian Wealth Enterprises, LLCCOM8.5K shadded | 8.5K | $371.5K | added |
| Midwest Financial Partners Investments, Inc.COM7.9K shtrimmed | 7.9K | $343.3K | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock7.8K shadded | 7.8K | $341.5K | added |
| Great Waters Wealth ManagementCOM7.8K shadded | 7.8K | $341.5K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM7K shtrimmed | 7K | $304.6K | trimmed |
| Breakwater Capital GroupCOM5.7K shtrimmed | 5.7K | $249.7K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM5.3K shadded | 5.3K | $231.3K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.3K shadded | 5.3K | $230.6K | added |
| Crumly & Associates Inc.COM5.2K shadded | 5.2K | $224.8K | added |
| Central Pacific Bank - Trust DivisionCOM4.7K shadded | 4.7K | $205.9K | added |
| Grove Bank & TrustCOM2.6K shtrimmed | 2.6K | $111.9K | trimmed |
| CoreCap Advisors, LLCStock2.3K shadded | 2.3K | $102.5K | added |
| Bank of New HampshireCOM1.7K shtrimmed | 1.7K | $76K | trimmed |
| Aventus Investment Advisors, Inc.Stock1.7K shheld | 1.7K | $75.8K | held |
| Westwind CapitalStock1.4K shtrimmed | 1.4K | $60K | trimmed |
| Rosenberg Matthew HamiltonStock1.3K shtrimmed | 1.3K | $56.8K | trimmed |
| GK Wealth Management LLCCOM865 sh— | 865 | $37.8K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM799 shadded | 799 | $34.9K | added |
| TOTH FINANCIAL ADVISORY CORPCOM786 shtrimmed | 786 | $34.3K | trimmed |
| Byrne Asset Management LLCCOM300 shadded | 300 | $13K | added |
| Marquette Asset Management, LLCCOM170 shtrimmed | 170 | $7.4K | trimmed |
| Olistico Wealth, LLCStock104 shheld | 104 | $4.5K | held |
| Bullock Wealth Management GroupStock75 shtrimmed | 75 | $3.2K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM28 sh— | 28 | $1.2K | — |
| ATWOOD & PALMER INCCOM19 shheld | 19 | $830 | held |
| Davis Capital ManagementStock19 shtrimmed | 19 | $829 | trimmed |
| Retirement Wealth Solutions LLCCOM12 sh— | 12 | $524 | — |