| GAMMA Investing LLCCommon Stock25.1K shadded | 25.1K | $1.9M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM24.4K shadded | 24.4K | $1.9M | added |
| Avidian Wealth Enterprises, LLCCOM21.1K shadded | 21.1K | $1.6M | added |
| CoreCap Advisors, LLCStock20.6K shtrimmed | 20.6K | $1.6M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM17.2K shtrimmed | 17.2K | $1.3M | trimmed |
| Farther Finance Advisors, LLCStock14.7K shadded | 14.7K | $1.1M | added |
| Venture Visionary Partners LLCCOM9.4K shadded | 9.4K | $732.6K | added |
| Cooper Financial GroupCOM9.3K shtrimmed | 9.3K | $721.1K | trimmed |
| Valeo Financial Advisors, LLCStock7.5K shadded | 7.5K | $579.3K | added |
| AVITY INVESTMENT MANAGEMENT INC.COM6K shadded | 6K | $463.9K | added |
| Douglas Lane & Associates, LLCCOMMON5.7K shadded | 5.7K | $442.5K | added |
| PARK NATIONAL CORP /OH/Com4.7K shtrimmed | 4.7K | $365K | trimmed |
| NEVILLE RODIE & SHAW INCCOM4.2K shheld | 4.2K | $326K | held |
| LAWOOD & COCommon Stock4.2K shtrimmed | 4.2K | $325.8K | trimmed |
| Cambridge Financial Group, LLCCOM3.8K shheld | 3.8K | $323.9K | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.1K shtrimmed | 4.1K | $318.5K | trimmed |
| Decker Wealth Management LLCCOM3.9K shadded | 3.9K | $302.4K | added |
| EASTERN BANKCOM3.7K shadded | 3.7K | $286.1K | added |
| FIRST COMMUNITY TRUST NACOM3.4K shheld | 3.4K | $262.1K | held |
| YHB Investment Advisors, Inc.COM3.1K shheld | 3.1K | $238.2K | held |
| Rosenberg Matthew HamiltonStock3K shheld | 3K | $232.8K | held |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM2.9K shtrimmed | 2.9K | $227.7K | trimmed |
| ROCKLAND TRUST COCOM2.8K shheld | 2.8K | $214K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.9K shadded | 1.9K | $150.6K | added |
| Apella Capital, LLCCOM10.3K shadded | 10.3K | $149.4K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM1.1K shheld | 1.1K | $85.3K | held |
| Grove Bank & TrustCOM1.1K shheld | 1.1K | $84.4K | held |
| Bank & Trust CoCOM902 shtrimmed | 902 | $70K | trimmed |
| Bank of New HampshireCOM894 shheld | 894 | $69.4K | held |
| Bangor Savings BankCOM818 shheld | 818 | $63.5K | held |
| GK Wealth Management LLCCOM791 sh— | 791 | $61.4K | — |
| ATWOOD & PALMER INCCOM679 shheld | 679 | $52.7K | held |
| Olistico Wealth, LLCStock581 shtrimmed | 581 | $45.1K | trimmed |
| Trust CoStock475 shheld | 475 | $36.9K | held |
| Pacifica Partners Inc.COM2.5K shheld | 2.5K | $31.9K | held |
| Gladwyn Financial Advisors, Inc.COM333 shheld | 333 | $25.9K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM250 shtrimmed | 250 | $19.4K | trimmed |
| MJT & Associates Financial Advisory Group, Inc.Stock126 shtrimmed | 126 | $9.8K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM123 sh— | 123 | $9.6K | — |
| STEPH & COCOM122 shheld | 122 | $9.5K | held |
| Marquette Asset Management, LLCCOM105 shheld | 105 | $8.2K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM88 sh— | 88 | $6.8K | — |
| Central Pacific Bank - Trust DivisionCOM74 shheld | 74 | $5.7K | held |
| Wealth Enhancement Trust Services, Inc.COM58 shtrimmed | 58 | $4.5K | trimmed |
| Davis Capital ManagementStock47 shadded | 47 | $3.7K | added |
| VALLEY WEALTH MANAGERS, INC.Stock43 shheld | 43 | $3.3K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM32 shheld | 32 | $2.5K | held |
| Retirement Wealth Solutions LLCCOM30 shadded | 30 | $2.3K | added |
| TOMPKINS FINANCIAL CORPCOM21 shheld | 21 | $1.6K | held |
| Bullock Wealth Management GroupStock122 shtrimmed | 122 | $1.5K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM17 shadded | 17 | $1.3K | added |
| Byrne Asset Management LLCCOM48 shheld | 48 | $603 | held |