| Douglas Lane & Associates, LLCCOMMON456.4K shtrimmed | 456.4K | $101.1M | trimmed |
| Mn Services Vermogensbeheer B.V.COM188.1K shadded | 188.1K | $41.7M | added |
| EASTERN BANKCOM176K shadded | 176K | $39M | added |
| Lincoln Capital LLCCOM98.3K shadded | 98.3K | $21.9M | added |
| ROCKLAND TRUST COCOM94K shadded | 94K | $20.8M | added |
| YHB Investment Advisors, Inc.COM89.1K shtrimmed | 89.1K | $19.7M | trimmed |
| PARK NATIONAL CORP /OH/Com77.3K shtrimmed | 77.3K | $17.1M | trimmed |
| DUDLEY & SHANLEY, INC.COM71.2K shtrimmed | 71.2K | $15.8M | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM60.4K shtrimmed | 60.4K | $13.4M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock45.4K shtrimmed | 45.4K | $10.1M | trimmed |
| Bath Savings Trust CoCommon Stock45.2K shtrimmed | 45.2K | $10M | trimmed |
| TOMPKINS FINANCIAL CORPCOM33.2K shtrimmed | 33.2K | $7.4M | trimmed |
| DLK Investment Management, LLCCOM28.9K shadded | 28.9K | $6.4M | added |
| HALL LAURIE J TRUSTEEEquities23.6K shtrimmed | 23.6K | $5.2M | trimmed |
| Mirador Capital Partners LPCOM23.1K shadded | 23.1K | $5.1M | added |
| Family Legacy Financial Solutions, LLCCOM23K shheld | 23K | $5.1M | held |
| NEVILLE RODIE & SHAW INCCOM21.6K shtrimmed | 21.6K | $4.8M | trimmed |
| Farther Finance Advisors, LLCStock21.2K shadded | 21.2K | $4.7M | added |
| Violich Capital Management, Inc.COM21.1K shtrimmed | 21.1K | $4.7M | trimmed |
| GAMMA Investing LLCCommon Stock15.2K shadded | 15.2K | $3.4M | added |
| Gouws Capital LLCCOM13.5K shtrimmed | 13.5K | $3M | trimmed |
| Legacy Private Trust Co.COM12.3K shtrimmed | 12.3K | $2.7M | trimmed |
| Wedmont Private CapitalCOM12.2K shadded | 12.2K | $2.6M | added |
| ANB BANKCom11.5K shtrimmed | 11.5K | $2.5M | trimmed |
| Valeo Financial Advisors, LLCStock11.1K shtrimmed | 11.1K | $2.5M | trimmed |
| Financial Enhancement Group LLCCOM11.2K shtrimmed | 11.2K | $2.4M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM10.8K shadded | 10.8K | $2.4M | added |
| Wealth Enhancement Trust Services, Inc.COM10.7K shtrimmed | 10.7K | $2.4M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom9.6K shheld | 9.6K | $2.1M | held |
| Allen Mooney & Barnes Investment Advisors LLCStock8.8K shadded | 8.8K | $2M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM8K shadded | 8K | $1.8M | added |
| ARGENT CAPITAL MANAGEMENT LLCCOM6.1K shtrimmed | 6.1K | $1.4M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM5.2K shtrimmed | 5.2K | $1.2M | trimmed |
| STABLEFORD CAPITAL II LLCCOM4.8K shtrimmed | 4.8K | $1.1M | trimmed |
| Venture Visionary Partners LLCCOM4.7K shadded | 4.7K | $1M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM4.5K shtrimmed | 4.5K | $1M | trimmed |
| Apella Capital, LLCCOM3.6K shadded | 3.6K | $777.8K | added |
| Atlas Brown,Inc.Stock3.2K shadded | 3.2K | $717.8K | added |
| Avidian Wealth Enterprises, LLCCOM3.2K shadded | 3.2K | $714.5K | added |
| Bank of New HampshireCOM3.2K shtrimmed | 3.2K | $708.3K | trimmed |
| Grove Bank & TrustCOM2.8K shtrimmed | 2.8K | $624.1K | trimmed |
| Investors Research CorpCOM2.8K shheld | 2.8K | $622.6K | held |
| Central Pacific Bank - Trust DivisionCOM2.7K shadded | 2.7K | $598.2K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM2.7K shheld | 2.7K | $594.6K | held |
| Emprise BankEquities2.4K shtrimmed | 2.4K | $524K | trimmed |
| Adelphi Trust CoCommon Stock2.4K shadded | 2.4K | $524K | added |
| Oak Grove Capital LLCCOM2.3K shtrimmed | 2.3K | $509.6K | trimmed |
| Davis Capital ManagementStock2.3K shtrimmed | 2.3K | $499.6K | trimmed |
| Whalen Wealth Management Inc.COM2.2K shadded | 2.2K | $481.4K | added |
| SAPIENT CAPITAL LLCCOM2.1K shtrimmed | 2.1K | $469.2K | trimmed |
| Dorato Capital ManagementCOM2.1K shheld | 2.1K | $464.3K | held |
| ARGUS INVESTORS' COUNSEL, INC.COM2.1K shtrimmed | 2.1K | $459.3K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.9K shtrimmed | 1.9K | $425.4K | trimmed |
| Everhart Financial Group, Inc.COM1.9K shadded | 1.9K | $420.3K | added |
| Bangor Savings BankCOM1.7K shtrimmed | 1.7K | $382K | trimmed |
| Hummer Financial Advisory Services IncCOM1.6K shheld | 1.6K | $362.9K | held |
| Rosenberg Matthew HamiltonStock1.6K shheld | 1.6K | $352K | held |
| Breakwater Capital GroupCOM1.6K shtrimmed | 1.6K | $351.4K | trimmed |
| Veery Capital, LLCCOM1.6K shadded | 1.6K | $350.3K | added |
| CoreCap Advisors, LLCStock1.4K shadded | 1.4K | $319.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM1.4K shadded | 1.4K | $309.2K | added |
| Wealth Science Advisors LLCCOM1.3K shtrimmed | 1.3K | $298.6K | trimmed |
| Quintet Private Bank (Europe) S.A.COM1.3K shadded | 1.3K | $282.5K | added |
| LifeGoal Investments, LLCCOM1K shtrimmed | 1K | $227.8K | trimmed |
| New Covenant Trust Company, N.A.COM1K sh— | 1K | $223.5K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM952 shtrimmed | 952 | $211K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM940 shtrimmed | 940 | $208.3K | trimmed |
| Exchange BankCOMMON STOCK933 shtrimmed | 933 | $206.7K | trimmed |
| Acropolis Investment Management, LLCCOM688 shheld | 688 | $152.4K | held |
| General Partner, Inc.CL600 shheld | 600 | $132.9K | held |
| Pacifica Partners Inc.COM499 shheld | 499 | $105.6K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM452 shtrimmed | 452 | $100.1K | trimmed |
| FIRST COMMUNITY TRUST NACOM308 shheld | 308 | $68.2K | held |
| ATWOOD & PALMER INCCOM300 shheld | 300 | $66.5K | held |
| Dakota Community Bank & Trust NACOM294 shadded | 294 | $65.1K | added |
| Olistico Wealth, LLCStock209 shtrimmed | 209 | $46.3K | trimmed |
| Marquette Asset Management, LLCCOM111 shadded | 111 | $24.6K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock84 shtrimmed | 84 | $18.6K | trimmed |
| Bank & Trust CoCOM78 shheld | 78 | $17.3K | held |
| Aventus Investment Advisors, Inc.Stock50 shheld | 50 | $11.1K | held |
| Byrne Asset Management LLCCOM37 shheld | 37 | $7.8K | held |
| Trust CoStock35 shheld | 35 | $7.8K | held |
| Retirement Wealth Solutions LLCCOM19 shadded | 19 | $4.2K | added |
| Bullock Wealth Management GroupStock10 shheld | 10 | $2.2K | held |
| GK Wealth Management LLCCOM3 sh— | 3 | $639 | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 shtrimmed | 1 | $222 | trimmed |