| Mn Services Vermogensbeheer B.V.COM176.4K shadded | 176.4K | $34.1M | added |
| PARK NATIONAL CORP /OH/Com95.9K shadded | 95.9K | $18.5M | added |
| Artemis Investment Management LLPCOM69.1K shtrimmed | 69.1K | $13.3M | trimmed |
| Venture Visionary Partners LLCCOM65.9K shadded | 65.9K | $12.7M | added |
| KWMG, LLCCOM39.4K shadded | 39.4K | $7.6M | added |
| Farther Finance Advisors, LLCStock29.6K shadded | 29.6K | $5.7M | added |
| GAMMA Investing LLCCommon Stock25.2K shadded | 25.2K | $4.9M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM23.2K shtrimmed | 23.2K | $4.5M | trimmed |
| CYPRESS FINANCIAL PLANNING LLCCOM22.7K shadded | 22.7K | $4.4M | added |
| Wedmont Private CapitalCOM14.4K shadded | 14.4K | $2.9M | added |
| DIVERSIFIED MANAGEMENT INCCOM14.5K shadded | 14.5K | $2.8M | added |
| YHB Investment Advisors, Inc.COM10K shtrimmed | 10K | $1.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock9.4K shtrimmed | 9.4K | $1.8M | trimmed |
| Avidian Wealth Enterprises, LLCCOM8.9K shtrimmed | 8.9K | $1.7M | trimmed |
| Valeo Financial Advisors, LLCStock7.5K shadded | 7.5K | $1.5M | added |
| Galvin, Gaustad & Stein, LLCCOM7.5K shtrimmed | 7.5K | $1.4M | trimmed |
| Adirondack Capital Advisors, LLCCOM7K shtrimmed | 7K | $1.3M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM6.3K shadded | 6.3K | $1.2M | added |
| Athena Wealth Management, LLCCOM6K shadded | 6K | $1.2M | added |
| Everhart Financial Group, Inc.COM5.6K shadded | 5.6K | $1.1M | added |
| Barden Capital Management, Inc.COM5.1K shadded | 5.1K | $984.9K | added |
| Bank & Trust CoCOM5.1K shtrimmed | 5.1K | $979.8K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM5K shadded | 5K | $960.5K | added |
| Wealth Enhancement Trust Services, Inc.COM4.7K shtrimmed | 4.7K | $907.4K | trimmed |
| Cooper Financial GroupCOM4.3K shadded | 4.3K | $829.8K | added |
| NEVILLE RODIE & SHAW INCCOM3.9K shadded | 3.9K | $746K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock3.8K shadded | 3.8K | $729.7K | added |
| S.E.E.D. Planning Group LLCCOM3.7K shadded | 3.7K | $718.6K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM3.4K shadded | 3.4K | $648.1K | added |
| Acropolis Investment Management, LLCCOM3.1K shtrimmed | 3.1K | $589.1K | trimmed |
| LifeGoal Investments, LLCCOM2.9K shadded | 2.9K | $565.5K | added |
| Central Pacific Bank - Trust DivisionCOM2.7K shheld | 2.7K | $511.6K | held |
| Elm3 Financial Group, LLCCOM2.6K sh— | 2.6K | $504.7K | — |
| Greenfield Savings BankCOM2.5K shheld | 2.5K | $478.6K | held |
| Apella Capital, LLCCOM2.4K shadded | 2.4K | $471.5K | added |
| Monument Capital ManagementCOM2.1K shadded | 2.1K | $407.5K | added |
| ACIMA PRIVATE WEALTH, LLCStock2.1K shheld | 2.1K | $404.5K | held |
| Breakwater Capital GroupCOM2K shheld | 2K | $380.9K | held |
| KFA Private Wealth Group, LLCCOM2K shadded | 2K | $377.4K | added |
| Rosenberg Matthew HamiltonStock1.8K shadded | 1.8K | $356.8K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.8K shtrimmed | 1.8K | $350.4K | trimmed |
| Green Ridge Wealth Planning LLCCOM1.8K shtrimmed | 1.8K | $342.7K | trimmed |
| WoodTrust Financial CorpCOMMON1.6K shtrimmed | 1.6K | $309K | trimmed |
| Heartwood Wealth Advisors LLCStock1.6K shheld | 1.6K | $308.7K | held |
| RVW Wealth, LLCCOM1.5K shheld | 1.5K | $295.6K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.5K sh— | 1.5K | $280K | — |
| Grove Bank & TrustCOM1.4K shheld | 1.4K | $270.9K | held |
| New Covenant Trust Company, N.A.COM1.4K shadded | 1.4K | $264.1K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM1.3K shtrimmed | 1.3K | $249.4K | trimmed |
| Veracity Capital LLCCOM1.2K shadded | 1.2K | $233.3K | added |
| EASTERN BANKCOM1.1K shheld | 1.1K | $221.5K | held |
| Legacy Private Trust Co.COM1.1K shtrimmed | 1.1K | $219.7K | trimmed |
| Kearns & Associates LLCCOM1.1K shheld | 1.1K | $209.5K | held |
| GK Wealth Management LLCCOM1.1K sh— | 1.1K | $203.4K | — |
| TOMPKINS FINANCIAL CORPCOM911 shheld | 911 | $175.9K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM818 shtrimmed | 818 | $157.9K | trimmed |
| CoreCap Advisors, LLCStock805 shtrimmed | 805 | $155.6K | trimmed |
| ATWOOD & PALMER INCCOM764 shheld | 764 | $147.5K | held |
| TOTH FINANCIAL ADVISORY CORPCOM745 shtrimmed | 745 | $143.8K | trimmed |
| FIRST COMMUNITY TRUST NACOM635 shheld | 635 | $122.6K | held |
| Trust CoStock560 shadded | 560 | $108.1K | added |
| Bangor Savings BankCOM371 shheld | 371 | $71.6K | held |
| Bank of New HampshireCOM293 shheld | 293 | $56.6K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM251 shtrimmed | 251 | $48.5K | trimmed |
| Byrne Asset Management LLCCOM154 shadded | 154 | $30K | added |
| Olistico Wealth, LLCStock124 shheld | 124 | $23.9K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM122 sh— | 122 | $23.6K | — |
| Marquette Asset Management, LLCCOM101 shheld | 101 | $19.5K | held |
| Paladin Partners, LLCStock100 shheld | 100 | $19.3K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM81 sh— | 81 | $15.6K | — |
| Bullock Wealth Management GroupStock33 shheld | 33 | $6.4K | held |
| Davis Capital ManagementStock22 shadded | 22 | $4.2K | added |
| Retirement Wealth Solutions LLCCOM20 shadded | 20 | $3.9K | added |
| Investors Research CorpCOM17 shheld | 17 | $3.3K | held |
| VALLEY WEALTH MANAGERS, INC.Stock1 shheld | 1 | $193 | held |