| SEGRA CAPITAL MANAGEMENT, LLCCOM176.2K shadded | 176.2K | $44.7M | added |
| EASTERN BANKCOM85.6K shadded | 85.6K | $21.7M | added |
| CapWealth Advisors, LLCStock57.9K shadded | 57.9K | $14.7M | added |
| Oak Grove Capital LLCCOM46.6K shadded | 46.6K | $11.8M | added |
| Insight Wealth Strategies, LLCCOM25K shadded | 25K | $6.3M | added |
| MFA WEALTH ADVISORS, LLCCOM24.4K shadded | 24.4K | $6.2M | added |
| Mirador Capital Partners LPCOM16.1K shadded | 16.1K | $4.1M | added |
| Farther Finance Advisors, LLCStock14.1K shadded | 14.1K | $3.6M | added |
| Wedmont Private CapitalCOM12.4K shadded | 12.4K | $3.5M | added |
| Ausbil Investment Management LtdCOM12.4K shheld | 12.4K | $3.2M | held |
| Quintet Private Bank (Europe) S.A.COM10.9K shadded | 10.9K | $2.8M | added |
| GAMMA Investing LLCCommon Stock10.1K shadded | 10.1K | $2.6M | added |
| Bank of New HampshireCOM8.5K shtrimmed | 8.5K | $2.2M | trimmed |
| SAPIENT CAPITAL LLCCOM8.3K shtrimmed | 8.3K | $2.1M | trimmed |
| Capital Advisors Wealth Management, LLCCOM7.9K shtrimmed | 7.9K | $2M | trimmed |
| Gerald Baker Financial Group LLCCOM7.9K shadded | 7.9K | $2M | added |
| CHAPIN DAVIS, INC.COM6.3K shadded | 6.3K | $1.6M | added |
| Cox Capital Mgt LLCStock5.8K sh— | 5.8K | $1.5M | — |
| Werlinich Asset Management, LLCCOM5.6K shadded | 5.6K | $1.4M | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM4.5K shadded | 4.5K | $1.1M | added |
| Partnership Wealth Management, LLCStock4.5K shheld | 4.5K | $1.1M | held |
| STABLEFORD CAPITAL II LLCCOM4.3K shadded | 4.3K | $1.1M | added |
| Crumly & Associates Inc.COM4.2K shadded | 4.2K | $1.1M | added |
| FIRST COMMUNITY TRUST NACOM4K shadded | 4K | $1M | added |
| Everhart Financial Group, Inc.COM3.1K shadded | 3.1K | $790.5K | added |
| LEGACY SOLUTIONS, LLCCOM3K shheld | 3K | $759.5K | held |
| Veery Capital, LLCCOM2.8K shheld | 2.8K | $716.6K | held |
| Venture Visionary Partners LLCCOM2.6K shadded | 2.6K | $659.2K | added |
| CoreCap Advisors, LLCStock2.5K shadded | 2.5K | $632K | added |
| Valeo Financial Advisors, LLCStock2.5K shadded | 2.5K | $626.3K | added |
| Apella Capital, LLCCOM1.9K shadded | 1.9K | $569.6K | added |
| Acropolis Investment Management, LLCCOM2.2K shadded | 2.2K | $567.5K | added |
| Grove Bank & TrustCOM2.1K shadded | 2.1K | $538K | added |
| Wisconsin Wealth Advisors, LLCCOM2.1K shadded | 2.1K | $522.2K | added |
| ARGUS INVESTORS' COUNSEL, INC.COM2K shtrimmed | 2K | $508.5K | trimmed |
| Atlas Brown,Inc.Stock1.9K shadded | 1.9K | $478.6K | added |
| Successful Portfolios LLCCOM1.7K shtrimmed | 1.7K | $449.3K | trimmed |
| Bank & Trust CoCOM1.7K shtrimmed | 1.7K | $443K | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM1.7K shadded | 1.7K | $436K | added |
| Avidian Wealth Enterprises, LLCCOM1.7K shadded | 1.7K | $419.9K | added |
| Breakwater Capital GroupCOM1.6K shtrimmed | 1.6K | $418.6K | trimmed |
| Sound Income Strategies, LLCCOM1.4K shadded | 1.4K | $401.7K | added |
| Elm3 Financial Group, LLCCOM1.3K shtrimmed | 1.3K | $333.3K | trimmed |
| Cooper Financial GroupCOM1.3K shtrimmed | 1.3K | $330K | trimmed |
| Delta Wealth Advisors LLCCOM1.2K shheld | 1.2K | $311.4K | held |
| New Covenant Trust Company, N.A.COM1.1K shadded | 1.1K | $289.1K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shtrimmed | 1.1K | $284.2K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM1.1K shadded | 1.1K | $275.6K | added |
| ANB BANKCom1K shadded | 1K | $263.4K | added |
| RIVERSEDGE ADVISORS, LLCCOM1K shadded | 1K | $255K | added |
| INSPIRION WEALTH ADVISORS, LLCCOM999 shheld | 999 | $253.6K | held |
| Balefire, LLCCOM965 sh— | 965 | $245.1K | — |
| Bill Few Associates, Inc.COM954 shtrimmed | 954 | $242.4K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM721 shtrimmed | 721 | $183.1K | trimmed |
| Rosenberg Matthew HamiltonStock681 shheld | 681 | $173K | held |
| STEPH & COCOM462 shheld | 462 | $117.4K | held |
| GK Wealth Management LLCCOM460 sh— | 460 | $116.9K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM384 shadded | 384 | $97.5K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock281 shheld | 281 | $71.4K | held |
| TOMPKINS FINANCIAL CORPCOM267 shheld | 267 | $67.8K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM244 sh— | 244 | $62K | — |
| TOTH FINANCIAL ADVISORY CORPCOM104 shadded | 104 | $26.4K | added |
| Olistico Wealth, LLCStock77 shheld | 77 | $19.6K | held |
| Investors Research CorpCOM64 shheld | 64 | $16.3K | held |
| Bangor Savings BankCOM60 shheld | 60 | $15.2K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM47 shadded | 47 | $11.9K | added |
| Retirement Wealth Solutions LLCCOM26 shadded | 26 | $6.6K | added |
| Davis Capital ManagementStock10 shadded | 10 | $2.5K | added |
| Trust CoStock2 shheld | 2 | $508 | held |