| Mn Services Vermogensbeheer B.V.COM124.4K shheld | 124.4K | $13.2M | held |
| YHB Investment Advisors, Inc.COM25.3K shtrimmed | 25.3K | $2.7M | trimmed |
| GAMMA Investing LLCCommon Stock19.8K shadded | 19.8K | $2.1M | added |
| Wedmont Private CapitalCOM11.9K shadded | 11.9K | $1.3M | added |
| Acropolis Investment Management, LLCCOM10.8K shtrimmed | 10.8K | $1.1M | trimmed |
| Farther Finance Advisors, LLCStock8.7K shadded | 8.7K | $919.9K | added |
| Greenfield Savings BankCOM7.1K shadded | 7.1K | $749.5K | added |
| Valeo Financial Advisors, LLCStock6.8K shtrimmed | 6.8K | $718.6K | trimmed |
| Wealth Group Ltdcom6.5K shheld | 6.5K | $686.4K | held |
| SAPIENT CAPITAL LLCCOM6K shadded | 6K | $638.2K | added |
| Grove Bank & TrustCOM4.9K shheld | 4.9K | $522.5K | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4K sh— | 4K | $426.3K | — |
| Everhart Financial Group, Inc.COM4K shadded | 4K | $422.1K | added |
| Successful Portfolios LLCCOM3.2K shadded | 3.2K | $341.7K | added |
| Ridgewood Investments LLCCOM3.2K shheld | 3.2K | $336.5K | held |
| Wealth Enhancement Trust Services, Inc.COM2.8K shtrimmed | 2.8K | $301.9K | trimmed |
| Monument Capital ManagementCOM2.2K shadded | 2.2K | $234.4K | added |
| Avidian Wealth Enterprises, LLCCOM2.1K shadded | 2.1K | $221.1K | added |
| RIVERSEDGE ADVISORS, LLCCOM2.1K shtrimmed | 2.1K | $218.5K | trimmed |
| Cooper Financial GroupCOM2K sh— | 2K | $215.1K | — |
| Venture Visionary Partners LLCCOM2K sh— | 2K | $212.3K | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shtrimmed | 2K | $208.2K | trimmed |
| Westwind CapitalStock13.6K shadded | 13.6K | $144K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM1K shadded | 1K | $108.3K | added |
| CoreCap Advisors, LLCStock892 shtrimmed | 892 | $94.7K | trimmed |
| FIRST COMMUNITY TRUST NACOM750 shheld | 750 | $79.5K | held |
| Rosenberg Matthew HamiltonStock598 shheld | 598 | $63.4K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM500 sh— | 500 | $53K | — |
| EASTERN BANKCOM484 shadded | 484 | $51.3K | added |
| Bangor Savings BankCOM113 shheld | 113 | $12K | held |
| Paladin Partners, LLCStock80 shheld | 80 | $8.5K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM66 shheld | 66 | $7K | held |
| Retirement Wealth Solutions LLCCOM57 shadded | 57 | $6K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock50 shheld | 50 | $5.3K | held |
| ACIMA PRIVATE WEALTH, LLCStock46 shheld | 46 | $4.9K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM27 shtrimmed | 27 | $2.9K | trimmed |
| Marquette Asset Management, LLCCOM25 shheld | 25 | $2.7K | held |
| Davis Capital ManagementStock17 shadded | 17 | $1.8K | added |
| GK Wealth Management LLCCOM16 sh— | 16 | $1.7K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $213 | — |