| KWMG, LLCCOMMON STOCK37.6K shadded | 37.6K | $4.9M | added |
| Iowa State BankCom25K shadded | 25K | $3.3M | added |
| GAMMA Investing LLCCommon Stock6.4K shtrimmed | 6.4K | $835.7K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOMMON STOCK5.5K sh— | 5.5K | $709.3K | — |
| CENTRAL BANK & TRUST COEquities5.4K shtrimmed | 5.4K | $695K | trimmed |
| Farther Finance Advisors, LLCStock4.9K shadded | 4.9K | $642.1K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.5K sh— | 4.5K | $589.8K | — |
| NEVILLE RODIE & SHAW INCCOM4.2K shheld | 4.2K | $545K | held |
| Everhart Financial Group, Inc.COMMON STOCK3.2K shadded | 3.2K | $411.6K | added |
| Venture Visionary Partners LLCCOMMON STOCK2.4K shheld | 2.4K | $310.6K | held |
| Wedmont Private CapitalCOMMON STOCK2K shtrimmed | 2K | $262.3K | trimmed |
| Valeo Financial Advisors, LLCStock1.9K shadded | 1.9K | $248.8K | added |
| EASTERN BANKCOMMON STOCK1.8K sh— | 1.8K | $236.1K | — |
| CoreCap Advisors, LLCStock1.7K shtrimmed | 1.7K | $223.8K | trimmed |
| YHB Investment Advisors, Inc.COMMON STOCK1.6K shtrimmed | 1.6K | $213K | trimmed |
| Rosenberg Matthew HamiltonStock982 shheld | 982 | $127.6K | held |
| Central Pacific Bank - Trust DivisionCOMMON STOCK524 sh— | 524 | $68.1K | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock448 shadded | 448 | $58.2K | added |
| Gladwyn Financial Advisors, Inc.COMMON STOCK393 sh— | 393 | $51K | — |
| Grove Bank & TrustCOMMON STOCK307 sh— | 307 | $39.9K | — |
| Bangor Savings BankCOMMON STOCK281 sh— | 281 | $36.5K | — |
| Quintet Private Bank (Europe) S.A.COMMON STOCK271 shtrimmed | 271 | $35.2K | trimmed |
| FIRST COMMUNITY TRUST NACOMMON STOCK256 shtrimmed | 256 | $33.3K | trimmed |
| Olistico Wealth, LLCStock243 shheld | 243 | $31.6K | held |
| Trust CoStock176 shheld | 176 | $22.9K | held |
| Wealth Enhancement Trust Services, Inc.COMMON STOCK166 sh— | 166 | $21.6K | — |
| Bank & Trust CoCOMMON STOCK156 shtrimmed | 156 | $20.3K | trimmed |
| ATWOOD & PALMER INCCOM102 shheld | 102 | $13.2K | held |
| ARMSTRONG ADVISORY GROUP, INCCOMMON STOCK99 shheld | 99 | $12.9K | held |
| Bank of New HampshireCOMMON STOCK92 shtrimmed | 92 | $12K | trimmed |
| Bullock Wealth Management GroupStock90 shtrimmed | 90 | $11.6K | trimmed |
| MJT & Associates Financial Advisory Group, Inc.Stock80 shadded | 80 | $10.4K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOMMON STOCK70 sh— | 70 | $9.1K | — |
| Marquette Asset Management, LLCCOMMON STOCK34 shtrimmed | 34 | $4.4K | trimmed |
| Paladin Partners, LLCStock33 shheld | 33 | $4.3K | held |
| TOMPKINS FINANCIAL CORPCOMMON STOCK32 sh— | 32 | $4.2K | — |
| ELEVATION WEALTH PARTNERS, LLCCOMMON STOCK31 shtrimmed | 31 | $4K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock14 shheld | 14 | $1.8K | held |
| Retirement Wealth Solutions LLCCOMMON STOCK6 sh— | 6 | $780 | — |
| Davis Capital ManagementStock6 shadded | 6 | $779 | added |