| Douglas Lane & Associates, LLCCOMMON367.9K shadded | 367.9K | $84.5M | added |
| Mn Services Vermogensbeheer B.V.COM236.7K shadded | 236.7K | $54.3M | added |
| PARK NATIONAL CORP /OH/Com165.1K shtrimmed | 165.1K | $37.9M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock127.2K shtrimmed | 127.2K | $29.2M | trimmed |
| Kessler Investment Group, LLCCOM75.1K shtrimmed | 75.1K | $17.2M | trimmed |
| Farther Finance Advisors, LLCStock64.4K shadded | 64.4K | $14.8M | added |
| Paragon Capital Management LtdCOM52.1K shheld | 52.1K | $12M | held |
| JACOBS & CO/CACOM43.2K shtrimmed | 43.2K | $9.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock36.1K shtrimmed | 36.1K | $8.3M | trimmed |
| PKO BP BANKOWY Universal Pension Society JSCCOM34.7K shtrimmed | 34.7K | $8M | trimmed |
| Venture Visionary Partners LLCCOM33.9K shadded | 33.9K | $7.8M | added |
| Deane Retirement Strategies, Inc.Stock30.4K shtrimmed | 30.4K | $7M | trimmed |
| WoodTrust Financial CorpCOMMON28.4K shtrimmed | 28.4K | $6.5M | trimmed |
| Kennon-Green & Company, LLCStock24.1K sh— | 24.1K | $5.5M | — |
| Valeo Financial Advisors, LLCStock19.8K shadded | 19.8K | $4.5M | added |
| Iowa State BankCom19.5K shadded | 19.5K | $4.5M | added |
| GAMMA Investing LLCCommon Stock19.5K shadded | 19.5K | $4.5M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom15.1K shadded | 15.1K | $3.5M | added |
| Williams & Novak Wealth Management, LLCCOM11.3K shadded | 11.3K | $2.6M | added |
| Wedmont Private CapitalCOM11.4K shtrimmed | 11.4K | $2.6M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM10.8K shadded | 10.8K | $2.5M | added |
| Williams & Novak Wealth Management, LLCCOM10.6K shtrimmed | 10.6K | $2.4M | trimmed |
| Trust CoStock10.2K shadded | 10.2K | $2.3M | added |
| Quintet Private Bank (Europe) S.A.COM9.4K shadded | 9.4K | $2.2M | added |
| Bangor Savings BankCOM9.3K shtrimmed | 9.3K | $2.1M | trimmed |
| TLWMCOM8.7K shtrimmed | 8.7K | $2M | trimmed |
| Apella Capital, LLCCOM8.7K shadded | 8.7K | $1.9M | added |
| HF Advisory Group, LLCCOM8.2K shtrimmed | 8.2K | $1.9M | trimmed |
| Atlas Brown,Inc.Stock8K shadded | 8K | $1.8M | added |
| Avidian Wealth Enterprises, LLCCOM7.5K shadded | 7.5K | $1.7M | added |
| CENTRAL BANK & TRUST COEquities6.8K shadded | 6.8K | $1.6M | added |
| Ridgewood Investments LLCCOM6.6K shtrimmed | 6.6K | $1.5M | trimmed |
| Cooper Financial GroupCOM6.5K shadded | 6.5K | $1.5M | added |
| ANB BANKCom6.3K shadded | 6.3K | $1.4M | added |
| EASTERN BANKCOM6.2K shadded | 6.2K | $1.4M | added |
| Nautilus Advisors LLCCOM6K shtrimmed | 6K | $1.4M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM5.9K shtrimmed | 5.9K | $1.3M | trimmed |
| Canandaigua National Trust Co of FloridaCom5.6K shadded | 5.6K | $1.3M | added |
| Everhart Financial Group, Inc.COM5.6K shadded | 5.6K | $1.3M | added |
| ROCKLAND TRUST COCOM5.2K shtrimmed | 5.2K | $1.2M | trimmed |
| Grove Bank & TrustCOM5.1K shtrimmed | 5.1K | $1.2M | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.8K shtrimmed | 4.8K | $1.1M | trimmed |
| Persium Advisors, LLCCOM4.5K shadded | 4.5K | $1M | added |
| Legacy Private Trust Co.COM4.3K shtrimmed | 4.3K | $987.6K | trimmed |
| NEVILLE RODIE & SHAW INCCOM4.1K shtrimmed | 4.1K | $945K | trimmed |
| Emprise BankEquities4K shadded | 4K | $914.6K | added |
| Adelphi Trust CoCommon Stock3.9K shadded | 3.9K | $896K | added |
| ACT WEALTH MANAGEMENT, LLCCOM3.9K shadded | 3.9K | $886.8K | added |
| Breakwater Capital GroupCOM3.6K shadded | 3.6K | $815K | added |
| Crumly & Associates Inc.COM3.4K shadded | 3.4K | $779.6K | added |
| Prota Financial, LLCCOM3.1K shtrimmed | 3.1K | $728.8K | trimmed |
| Wisconsin Wealth Advisors, LLCCOM3K shadded | 3K | $695.1K | added |
| Investment Partners Asset Management, Inc.COM2.8K shtrimmed | 2.8K | $648.8K | trimmed |
| DLK Investment Management, LLCCOM2.5K shadded | 2.5K | $581.4K | added |
| Green Ridge Wealth Planning LLCCOM2.4K shtrimmed | 2.4K | $556.7K | trimmed |
| CenterStar Asset Management, LLCCOM2.3K shtrimmed | 2.3K | $528K | trimmed |
| Wealth Science Advisors LLCCOM2.3K shtrimmed | 2.3K | $526.9K | trimmed |
| CoreCap Advisors, LLCStock2.3K shadded | 2.3K | $517.3K | added |
| EPIQ PARTNERS, LLCCOM2.1K shadded | 2.1K | $478.4K | added |
| GK Wealth Management LLCCOM2.1K shtrimmed | 2.1K | $473.2K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2K shtrimmed | 2K | $461.9K | trimmed |
| CenterStar Asset Management, LLCCOM2K shtrimmed | 2K | $459.1K | trimmed |
| Retireful, LLCCOM1.9K sh— | 1.9K | $440.1K | — |
| Worth Asset Management, LLCStock1.9K sh— | 1.9K | $426.1K | — |
| Kaizen Financial StrategiesCOM1.8K shtrimmed | 1.8K | $415.4K | trimmed |
| Financial Enhancement Group LLCCOM1.8K shtrimmed | 1.8K | $412.5K | trimmed |
| Acropolis Investment Management, LLCCOM1.8K shadded | 1.8K | $404.3K | added |
| Investors Research CorpCOM1.8K shtrimmed | 1.8K | $401.7K | trimmed |
| Veery Capital, LLCCOM1.7K shadded | 1.7K | $391.7K | added |
| Financial Enhancement Group LLCCOM1.7K shtrimmed | 1.7K | $381.8K | trimmed |
| Pioneer Wealth Management GroupCOM1.6K shadded | 1.6K | $359K | added |
| Intelligence Driven Advisers, LLCCOM1.5K sh— | 1.5K | $345.8K | — |
| Bill Few Associates, Inc.COM1.5K shadded | 1.5K | $335.2K | added |
| Mirador Capital Partners LPCOM1.4K shtrimmed | 1.4K | $331.3K | trimmed |
| Balefire, LLCCOM1.4K shtrimmed | 1.4K | $323.3K | trimmed |
| YHB Investment Advisors, Inc.COM1.4K shtrimmed | 1.4K | $322.8K | trimmed |
| David J Yvars GroupCOM1.3K shheld | 1.3K | $300.8K | held |
| INSPIRION WEALTH ADVISORS, LLCCOM1.2K shheld | 1.2K | $286.5K | held |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock1.2K shadded | 1.2K | $278.7K | added |
| Hamilton Capital, LLCCOM1.2K shadded | 1.2K | $277.8K | added |
| Gradient Investments LLCCOM1.2K shadded | 1.2K | $273.2K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM1.1K shtrimmed | 1.1K | $261.7K | trimmed |
| First Heartland Consultants, Inc.COM1.1K shadded | 1.1K | $255.7K | added |
| New Covenant Trust Company, N.A.COM1.1K shadded | 1.1K | $253K | added |
| Trinity Financial Advisors LLCCOM1.1K shtrimmed | 1.1K | $245.7K | trimmed |
| SAPIENT CAPITAL LLCCOM1K shtrimmed | 1K | $234.4K | trimmed |
| Peoples Bank/KSCommon Stock949 shtrimmed | 949 | $217.9K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM926 shadded | 926 | $212.6K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM868 shtrimmed | 868 | $203.7K | trimmed |
| Byrne Asset Management LLCCOM534 shtrimmed | 534 | $126.4K | trimmed |
| Dakota Community Bank & Trust NACOM406 shadded | 406 | $93.2K | added |
| Bullock Wealth Management GroupStock345 shtrimmed | 345 | $81.6K | trimmed |
| FIRST COMMUNITY TRUST NACOM335 shheld | 335 | $76.9K | held |
| Rosenberg Matthew HamiltonStock332 shheld | 332 | $76.2K | held |
| Bank & Trust CoCOM299 shheld | 299 | $68.6K | held |
| ATWOOD & PALMER INCCOM265 shheld | 265 | $60.9K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM249 shtrimmed | 249 | $57.2K | trimmed |
| Marquette Asset Management, LLCCOM218 shheld | 218 | $50K | held |
| STEPH & COCOM171 shadded | 171 | $39.3K | added |
| Bank of New HampshireCOM160 shtrimmed | 160 | $36.7K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM157 shtrimmed | 157 | $36K | trimmed |
| Pacifica Partners Inc.COM140 shtrimmed | 140 | $33.1K | trimmed |
| Dorato Capital ManagementCOM146 shheld | 146 | $32.8K | held |
| TOTH FINANCIAL ADVISORY CORPCOM104 shadded | 104 | $23.9K | added |
| Apella Capital, LLCCOM100 shtrimmed | 100 | $22.5K | trimmed |
| Retirement Wealth Solutions LLCCOM88 shheld | 88 | $20.2K | held |
| Wealth Enhancement Trust Services, Inc.COM78 shtrimmed | 78 | $17.9K | trimmed |
| Paladin Partners, LLCStock76 shheld | 76 | $17.4K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM50 sh— | 50 | $11.5K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock33 shtrimmed | 33 | $7.6K | trimmed |
| Olistico Wealth, LLCStock27 shheld | 27 | $6.2K | held |
| Davis Capital ManagementStock24 shtrimmed | 24 | $5.5K | trimmed |