| Allen Mooney & Barnes Investment Advisors LLCStock186.3K shadded | 186.3K | $15.1M | added |
| Sound Income Strategies, LLCCOM99.7K shadded | 99.7K | $8.3M | added |
| Venture Visionary Partners LLCCOM50.1K shadded | 50.1K | $4.1M | added |
| Martin Capital Partners, LLCCOM46.6K shadded | 46.6K | $3.8M | added |
| Kennon-Green & Company, LLCStock12.7K shadded | 12.7K | $1M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom11.7K shtrimmed | 11.7K | $946K | trimmed |
| Ridgewood Investments LLCCOM10.5K shtrimmed | 10.5K | $847K | trimmed |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM10.4K shheld | 10.4K | $842.5K | held |
| Farther Finance Advisors, LLCStock10.2K shadded | 10.2K | $828.1K | added |
| Avidian Wealth Enterprises, LLCCOM9.9K shtrimmed | 9.9K | $799.6K | trimmed |
| Hardin Capital Partners, LLCCOM9.6K shadded | 9.6K | $775.1K | added |
| CHAPIN DAVIS, INC.COM8.8K shadded | 8.8K | $710.1K | added |
| Echo45 Advisors LLCCOM8.6K sh— | 8.6K | $692.6K | — |
| American National Bank of TexasCommon Stock7.7K shheld | 7.7K | $622.2K | held |
| Davis Capital ManagementStock7K shadded | 7K | $563K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM6.6K shtrimmed | 6.6K | $534.7K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM6.6K shtrimmed | 6.6K | $532.8K | trimmed |
| Valeo Financial Advisors, LLCStock6K shtrimmed | 6K | $483.1K | trimmed |
| EASTERN BANKCOM5.1K shadded | 5.1K | $409.3K | added |
| TOMPKINS FINANCIAL CORPCOM4.5K shheld | 4.5K | $361K | held |
| GAMMA Investing LLCCommon Stock3.6K shtrimmed | 3.6K | $295K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM3.6K shtrimmed | 3.6K | $288.9K | trimmed |
| Everhart Financial Group, Inc.COM3.4K shadded | 3.4K | $278.6K | added |
| PARK NATIONAL CORP /OH/Com3.1K shtrimmed | 3.1K | $253.6K | trimmed |
| Apella Capital, LLCCOM2.9K shadded | 2.9K | $237.8K | added |
| Bill Few Associates, Inc.COM2.9K sh— | 2.9K | $236.2K | — |
| HF Advisory Group, LLCCOM2.6K shtrimmed | 2.6K | $211.8K | trimmed |
| Nautilus Advisors LLCCOM2.5K shheld | 2.5K | $206.5K | held |
| CoreCap Advisors, LLCStock2K shadded | 2K | $163.4K | added |
| Olistico Wealth, LLCStock1.9K shadded | 1.9K | $151.9K | added |
| Bank of New HampshireCOM835 shheld | 835 | $67.6K | held |
| Bangor Savings BankCOM660 shtrimmed | 660 | $53.5K | trimmed |
| Bullock Wealth Management GroupStock641 shadded | 641 | $51.7K | added |
| Byrne Asset Management LLCCOM450 sh— | 450 | $36.3K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM381 shadded | 381 | $30.9K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock339 shadded | 339 | $27.5K | added |
| Trust CoStock322 shtrimmed | 322 | $26.1K | trimmed |
| Bank & Trust CoCOM240 shheld | 240 | $19.4K | held |
| Retirement Wealth Solutions LLCCOM139 shadded | 139 | $11.3K | added |
| GK Wealth Management LLCCOM129 sh— | 129 | $10.5K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM128 shheld | 128 | $10.4K | held |
| Grove Bank & TrustCOM49 shheld | 49 | $4K | held |
| Investors Research CorpCOM31 shheld | 31 | $2.5K | held |
| Pacifica Partners Inc.COM27 shheld | 27 | $2.2K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM25 sh— | 25 | $2K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM17 shtrimmed | 17 | $1.3K | trimmed |
| FIRST COMMUNITY TRUST NACOM16 shtrimmed | 16 | $1.3K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $82 | — |