| Douglas Lane & Associates, LLCCOMMON2.5M shadded | 2.5M | $55.5M | added |
| Mn Services Vermogensbeheer B.V.CL A1M shheld | 1M | $22.8M | held |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock303.4K shtrimmed | 303.4K | $6.6M | trimmed |
| Farther Finance Advisors, LLCStock128.4K shtrimmed | 128.4K | $2.8M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock67.1K shadded | 67.1K | $1.5M | added |
| HF Advisory Group, LLCCL A63.9K shtrimmed | 63.9K | $1.4M | trimmed |
| Central Pacific Bank - Trust DivisionCL A53.1K shtrimmed | 53.1K | $1.2M | trimmed |
| Red Spruce Capital, LLCCL A51K shtrimmed | 51K | $1.1M | trimmed |
| Wedmont Private CapitalCL A47K shadded | 47K | $996.2K | added |
| GAMMA Investing LLCCommon Stock42.4K shadded | 42.4K | $923K | added |
| Atlas Brown,Inc.Stock41.9K shadded | 41.9K | $911.2K | added |
| Greenfield Savings BankCL A38.8K shtrimmed | 38.8K | $844K | trimmed |
| YHB Investment Advisors, Inc.CL A37.9K shtrimmed | 37.9K | $824.8K | trimmed |
| CENTRAL BANK & TRUST COEquities34.5K shtrimmed | 34.5K | $750.3K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL A32.1K shadded | 32.1K | $697.5K | added |
| Venture Visionary Partners LLCCL A31.6K shadded | 31.6K | $687.2K | added |
| Apella Capital, LLCCL A29.2K shadded | 29.2K | $610.6K | added |
| Peoples Bank/KSCommon Stock27.1K shadded | 27.1K | $590.2K | added |
| Balefire, LLCCL A26.2K shtrimmed | 26.2K | $570.6K | trimmed |
| Canandaigua National Trust Co of FloridaCom26K shtrimmed | 26K | $565.8K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A23.5K shtrimmed | 23.5K | $511.9K | trimmed |
| Investors Research CorpCL A20K shtrimmed | 20K | $434.3K | trimmed |
| Valeo Financial Advisors, LLCStock19.9K shadded | 19.9K | $433.8K | added |
| Avidian Wealth Enterprises, LLCCL A19.5K shadded | 19.5K | $424.9K | added |
| PARK NATIONAL CORP /OH/Com19.4K shadded | 19.4K | $423.1K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom17.6K shtrimmed | 17.6K | $382.2K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCL A16.7K shtrimmed | 16.7K | $363.8K | trimmed |
| Stokes Capital Advisors, LLCCL A16.6K shadded | 16.6K | $360.9K | added |
| Paragon Capital Management LtdCL A16.5K shheld | 16.5K | $358.6K | held |
| Bangor Savings BankCL A15.7K shadded | 15.7K | $341.8K | added |
| MRA Advisory GroupCL A15.4K shadded | 15.4K | $334.6K | added |
| City Center Advisors, LLCCL A14.1K shadded | 14.1K | $306.4K | added |
| Trust CoStock13.6K shadded | 13.6K | $296.5K | added |
| Acropolis Investment Management, LLCCL A13.1K shtrimmed | 13.1K | $285.2K | trimmed |
| ROCKLAND TRUST COCL A12.7K shtrimmed | 12.7K | $275.5K | trimmed |
| CoreCap Advisors, LLCStock10.6K shadded | 10.6K | $230.8K | added |
| FELL CAPITAL MANAGEMENT /ADVCL A10.5K shtrimmed | 10.5K | $227.9K | trimmed |
| EASTERN BANKCL A10.2K shadded | 10.2K | $221.9K | added |
| Everhart Financial Group, Inc.CL A10.1K shtrimmed | 10.1K | $220.1K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCL A9.5K shadded | 9.5K | $207.5K | added |
| Grove Bank & TrustCL A7.3K shtrimmed | 7.3K | $159.2K | trimmed |
| Rosenberg Matthew HamiltonStock7.3K shadded | 7.3K | $158.4K | added |
| ARMSTRONG ADVISORY GROUP, INCCL A7.1K shheld | 7.1K | $155.4K | held |
| Bank & Trust CoCL A6.6K shadded | 6.6K | $142.8K | added |
| TOMPKINS FINANCIAL CORPCL A4.3K shtrimmed | 4.3K | $93.2K | trimmed |
| Bullock Wealth Management GroupStock3.4K shtrimmed | 3.4K | $74.6K | trimmed |
| Dorato Capital ManagementCL A3.1K shheld | 3.1K | $64.3K | held |
| ELEVATION WEALTH PARTNERS, LLCCL A2.7K shadded | 2.7K | $59.4K | added |
| VALLEY WEALTH MANAGERS, INC.Stock2.5K shtrimmed | 2.5K | $53.8K | trimmed |
| Bank of New HampshireCL A1.9K shtrimmed | 1.9K | $40.4K | trimmed |
| Wealth Enhancement Trust Services, Inc.CL A1.5K shadded | 1.5K | $33.6K | added |
| FIRST COMMUNITY TRUST NACL A1.1K shheld | 1.1K | $24.4K | held |
| Pacifica Partners Inc.CL A1.1K shheld | 1.1K | $24.3K | held |
| Olistico Wealth, LLCStock819 shadded | 819 | $17.8K | added |
| Retirement Wealth Solutions LLCCL A638 shtrimmed | 638 | $13.9K | trimmed |
| GK Wealth Management LLCCL A567 sh— | 567 | $12.3K | — |
| Brown Shipley& Co LtdCL A500 shheld | 500 | $10.9K | held |
| ATWOOD & PALMER INCCOM345 shheld | 345 | $7.5K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock270 shtrimmed | 270 | $5.9K | trimmed |
| STEPH & COCL A240 shheld | 240 | $5.2K | held |
| TOTH FINANCIAL ADVISORY CORPCL A229 shtrimmed | 229 | $5K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCL A164 sh— | 164 | $3.6K | — |
| Byrne Asset Management LLCCOM120 shadded | 120 | $2.6K | added |
| Davis Capital ManagementStock95 shtrimmed | 95 | $2.1K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCL A7 shtrimmed | 7 | $153 | trimmed |