| Douglas Lane & Associates, LLCCOMMON1.4M shtrimmed | 1.4M | $120.4M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock358.4K shtrimmed | 358.4K | $29.9M | trimmed |
| KWMG, LLCCOM NEW126.1K shadded | 126.1K | $10.5M | added |
| Red Spruce Capital, LLCCOM NEW53.9K shadded | 53.9K | $4.5M | added |
| Mn Services Vermogensbeheer B.V.COM NEW47.2K shheld | 47.2K | $3.9M | held |
| PARK NATIONAL CORP /OH/Com30.4K shtrimmed | 30.4K | $2.5M | trimmed |
| GAMMA Investing LLCCommon Stock30K shadded | 30K | $2.5M | added |
| Venture Visionary Partners LLCCOM NEW27.4K shadded | 27.4K | $2.3M | added |
| Farther Finance Advisors, LLCStock24.9K shadded | 24.9K | $2.1M | added |
| Wedmont Private CapitalCOM NEW23K shadded | 23K | $1.9M | added |
| Central Pacific Bank - Trust DivisionCOM NEW20.2K shtrimmed | 20.2K | $1.7M | trimmed |
| Whitaker-Myers Wealth Managers, LTD.COM NEW19.8K sh— | 19.8K | $1.6M | — |
| Everhart Financial Group, Inc.COM NEW15K shadded | 15K | $1.3M | added |
| Valeo Financial Advisors, LLCStock14.1K shtrimmed | 14.1K | $1.2M | trimmed |
| Greenfield Savings BankCOM NEW10.8K shadded | 10.8K | $903.5K | added |
| Grove Bank & TrustCOM NEW10.5K shtrimmed | 10.5K | $880.3K | trimmed |
| TrueWealth Advisors, LLCCOM NEW8.8K sh— | 8.8K | $738.5K | — |
| RIVERSEDGE ADVISORS, LLCCOM NEW8K shadded | 8K | $663.9K | added |
| Great Waters Wealth ManagementCOM NEW6.9K shtrimmed | 6.9K | $578.3K | trimmed |
| Apella Capital, LLCCOM NEW5.9K shadded | 5.9K | $493.6K | added |
| NEVILLE RODIE & SHAW INCCOM5.4K shheld | 5.4K | $451K | held |
| First Heartland Consultants, Inc.COM4.8K shtrimmed | 4.8K | $402.6K | trimmed |
| Taylor & Morgan Wealth Management, LLCCOM NEW4.7K shadded | 4.7K | $396.1K | added |
| CoreCap Advisors, LLCStock4.7K shtrimmed | 4.7K | $391.5K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM NEW4.6K sh— | 4.6K | $386.8K | — |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW4.5K shheld | 4.5K | $375.1K | held |
| Avidian Wealth Enterprises, LLCCOM NEW3.7K shadded | 3.7K | $307.2K | added |
| Whalen Wealth Management Inc.COM NEW3.2K sh— | 3.2K | $269.6K | — |
| Paragon Capital Management LtdCOM NEW3.2K shtrimmed | 3.2K | $263.8K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.1K shtrimmed | 3.1K | $256.7K | trimmed |
| Breakwater Capital GroupCOM NEW3.1K shtrimmed | 3.1K | $256.1K | trimmed |
| City Center Advisors, LLCCOM NEW2.9K sh— | 2.9K | $238K | — |
| GK Wealth Management LLCCOM NEW2.7K shtrimmed | 2.7K | $222.9K | trimmed |
| Arbor Wealth Advisors LLCCOM NEW2.5K shheld | 2.5K | $208.7K | held |
| Rosenberg Matthew HamiltonStock2.3K shheld | 2.3K | $192.8K | held |
| Bank of New HampshireCOM NEW1.8K shheld | 1.8K | $149.3K | held |
| Olistico Wealth, LLCStock1.6K shheld | 1.6K | $131.5K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW1.2K shtrimmed | 1.2K | $98.3K | trimmed |
| EASTERN BANKCOM NEW641 shheld | 641 | $53.5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW620 shadded | 620 | $51.7K | added |
| Trust CoStock332 shheld | 332 | $27.7K | held |
| Byrne Asset Management LLCCOM275 shheld | 275 | $23.1K | held |
| Bangor Savings BankCOM NEW150 shheld | 150 | $12.5K | held |
| Marquette Asset Management, LLCCOM NEW125 shheld | 125 | $10.4K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW119 shheld | 119 | $9.9K | held |
| Horizons Wealth ManagementStock76 shheld | 76 | $6.4K | held |
| Retirement Wealth Solutions LLCCOM NEW59 shheld | 59 | $4.9K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW55 shadded | 55 | $4.6K | added |
| ATWOOD & PALMER INCCOM50 shheld | 50 | $4.2K | held |
| Davis Capital ManagementStock22 shadded | 22 | $1.8K | added |