| Artemis Investment Management LLPCOM1.5M shadded | 1.5M | $67.5M | added |
| Oak Grove Capital LLCCOM606K shadded | 606K | $27.9M | added |
| KWMG, LLCCOM313.7K shtrimmed | 313.7K | $14.4M | trimmed |
| PKO BP BANKOWY Universal Pension Society JSCCOM177.5K shheld | 177.5K | $8.2M | held |
| Insight Wealth Strategies, LLCCOM149.2K shadded | 149.2K | $6.9M | added |
| Decker Wealth Management LLCCOM146.8K sh— | 146.8K | $6.8M | — |
| Martin Capital Partners, LLCCOM132.3K shadded | 132.3K | $6.1M | added |
| EASTERN BANKCOM71.4K shadded | 71.4K | $3.3M | added |
| GAMMA Investing LLCCommon Stock70.8K shadded | 70.8K | $3.3M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock62.8K shadded | 62.8K | $2.9M | added |
| BOS Asset Management, LLCCOM50.3K shadded | 50.3K | $2.3M | added |
| SAPIENT CAPITAL LLCCOM41.5K shtrimmed | 41.5K | $1.9M | trimmed |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM35K shheld | 35K | $1.6M | held |
| Everhart Financial Group, Inc.COM34.5K shadded | 34.5K | $1.6M | added |
| Farther Finance Advisors, LLCStock34.2K shadded | 34.2K | $1.6M | added |
| Investors Research CorpCOM27K shtrimmed | 27K | $1.2M | trimmed |
| Wedmont Private CapitalCOM22.8K shadded | 22.8K | $1.1M | added |
| Venture Visionary Partners LLCCOM24.1K shadded | 24.1K | $1.1M | added |
| Veracity Capital LLCCOM19K shtrimmed | 19K | $876.1K | trimmed |
| Valeo Financial Advisors, LLCStock18.5K shtrimmed | 18.5K | $851.8K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM14.2K shadded | 14.2K | $655.1K | added |
| RIVERSEDGE ADVISORS, LLCCOM13.7K shadded | 13.7K | $628.5K | added |
| WoodTrust Financial CorpCOMMON13.3K shheld | 13.3K | $611K | held |
| Avidian Wealth Enterprises, LLCCOM11.4K shadded | 11.4K | $526K | added |
| Peoples Bank/KSCommon Stock9.3K shheld | 9.3K | $427K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM9.2K shadded | 9.2K | $421.7K | added |
| M.E. ALLISON & CO., INC.COM9.1K shheld | 9.1K | $420.7K | held |
| Strong Retirement Solutions LLCCOM9.1K shtrimmed | 9.1K | $418.7K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock8.9K shadded | 8.9K | $411.8K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM8.6K shtrimmed | 8.6K | $393.8K | trimmed |
| Apella Capital, LLCCOM7.9K sh— | 7.9K | $378.5K | — |
| CHAPIN DAVIS, INC.COM7.6K shadded | 7.6K | $350.9K | added |
| City Center Advisors, LLCCOM7.5K shadded | 7.5K | $346.7K | added |
| Kessler Investment Group, LLCCOM7.1K shadded | 7.1K | $326K | added |
| Paragon Capital Management LtdCOM6.9K shadded | 6.9K | $317.8K | added |
| COLLECTIVE FAMILY OFFICE LLCCOM6.8K shadded | 6.8K | $314.8K | added |
| Nautilus Advisors LLCCOM6.8K shtrimmed | 6.8K | $313.9K | trimmed |
| Hamilton Capital, LLCCOM6.6K shtrimmed | 6.6K | $302.2K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM5.6K shadded | 5.6K | $255.8K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.8K sh— | 4.8K | $220.6K | — |
| Olistico Wealth, LLCStock3.5K shtrimmed | 3.5K | $160.8K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM3.4K shtrimmed | 3.4K | $157.5K | trimmed |
| CoreCap Advisors, LLCStock2.8K shadded | 2.8K | $127.5K | added |
| Bullock Wealth Management GroupStock2.6K shadded | 2.6K | $121.4K | added |
| General Partner, Inc.CL2.5K shheld | 2.5K | $117.1K | held |
| Dorato Capital ManagementCOM2.4K sh— | 2.4K | $113K | — |
| Grove Bank & TrustCOM1.5K shadded | 1.5K | $70.2K | added |
| GK Wealth Management LLCCOM1.2K sh— | 1.2K | $57.3K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM797 shheld | 797 | $36.7K | held |
| Rosenberg Matthew HamiltonStock695 shheld | 695 | $32K | held |
| Bank of New HampshireCOM541 shheld | 541 | $24.9K | held |
| Marquette Asset Management, LLCCOM226 shheld | 226 | $10.4K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM182 shadded | 182 | $8.4K | added |
| Retirement Wealth Solutions LLCCOM181 shadded | 181 | $8.3K | added |
| TOTH FINANCIAL ADVISORY CORPCOM53 shtrimmed | 53 | $2.4K | trimmed |
| Davis Capital ManagementStock47 shtrimmed | 47 | $2.2K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 shtrimmed | 2 | $93 | trimmed |