| Mn Services Vermogensbeheer B.V.COM379.5K shheld | 379.5K | $12.1M | held |
| JACOBS & CO/CACOM278.9K shadded | 278.9K | $8.9M | added |
| DLK Investment Management, LLCCOM149K shadded | 149K | $4.8M | added |
| CoreCap Advisors, LLCStock52.3K shadded | 52.3K | $1.7M | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM49.2K shadded | 49.2K | $1.6M | added |
| PARK NATIONAL CORP /OH/Com48K shtrimmed | 48K | $1.5M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom47.4K shadded | 47.4K | $1.5M | added |
| Cox Capital Mgt LLCStock39.5K sh— | 39.5K | $1.3M | — |
| YHB Investment Advisors, Inc.COM34.9K shtrimmed | 34.9K | $1.1M | trimmed |
| Farther Finance Advisors, LLCStock33.6K shadded | 33.6K | $1.1M | added |
| GAMMA Investing LLCCommon Stock33K shadded | 33K | $1.1M | added |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM30K shheld | 30K | $958.5K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM29.7K shadded | 29.7K | $950.4K | added |
| Nautilus Advisors LLCCOM26.4K shtrimmed | 26.4K | $841.9K | trimmed |
| Gradient Investments LLCCOM23.6K shtrimmed | 23.6K | $754.4K | trimmed |
| Canandaigua National Trust Co of FloridaCom23.2K sh— | 23.2K | $740.5K | — |
| Grove Bank & TrustCOM19.4K shadded | 19.4K | $619.3K | added |
| Wedmont Private CapitalCOM18.5K shadded | 18.5K | $604.1K | added |
| Legacy Wealth Asset Management, LLCCOM17.5K shadded | 17.5K | $559.3K | added |
| Everhart Financial Group, Inc.COM15.6K shadded | 15.6K | $500K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM11.2K shadded | 11.2K | $356.6K | added |
| Valeo Financial Advisors, LLCStock10K shadded | 10K | $320.5K | added |
| Factor Wealth Management LTDCOM7.2K shheld | 7.2K | $231K | held |
| Venture Visionary Partners LLCCOM7K shtrimmed | 7K | $222.3K | trimmed |
| First Heartland Consultants, Inc.COM6.9K shtrimmed | 6.9K | $220.1K | trimmed |
| AVITY INVESTMENT MANAGEMENT INC.COM6.3K shtrimmed | 6.3K | $201.5K | trimmed |
| Rosenberg Matthew HamiltonStock5.3K shadded | 5.3K | $169.2K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.6K shadded | 3.6K | $114.8K | added |
| Wedmont Private CapitalCOM1.2K shtrimmed | 1.2K | $39.2K | trimmed |
| ATWOOD & PALMER INCCOM1.2K shheld | 1.2K | $36.7K | held |
| Bank of New HampshireCOM950 shheld | 950 | $30.4K | held |
| GK Wealth Management LLCCOM888 sh— | 888 | $28.4K | — |
| Byrne Asset Management LLCCOM370 shtrimmed | 370 | $12K | trimmed |
| Horizons Wealth ManagementStock250 sh— | 250 | $8K | — |
| Marquette Asset Management, LLCCOM177 shadded | 177 | $5.7K | added |
| Investors Research CorpCOM155 shheld | 155 | $5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM145 shadded | 145 | $4.6K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM50 shheld | 50 | $1.6K | held |
| Olistico Wealth, LLCStock45 shheld | 45 | $1.4K | held |
| Davis Capital ManagementStock40 shadded | 40 | $1.3K | added |
| TOTH FINANCIAL ADVISORY CORPCOM31 shadded | 31 | $991 | added |
| Retirement Wealth Solutions LLCCOM26 shtrimmed | 26 | $831 | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM3 sh— | 3 | $96 | — |