| ROCKLAND TRUST COCOM69.1K shadded | 69.1K | $26.9M | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM68.5K shtrimmed | 68.5K | $26.6M | trimmed |
| Mn Services Vermogensbeheer B.V.COM64.5K shadded | 64.5K | $25.1M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock46.8K shadded | 46.8K | $18.2M | added |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM21K shheld | 21K | $8.2M | held |
| Farther Finance Advisors, LLCStock11.8K shadded | 11.8K | $4.6M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock8.5K shtrimmed | 8.5K | $3.3M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM6.4K shadded | 6.4K | $2.5M | added |
| HF Advisory Group, LLCCOM5.9K shtrimmed | 5.9K | $2.3M | trimmed |
| GAMMA Investing LLCCommon Stock5.1K shadded | 5.1K | $2M | added |
| YHB Investment Advisors, Inc.COM5K shtrimmed | 5K | $1.9M | trimmed |
| Castleview Partners, LLCCOM5K shadded | 5K | $1.9M | added |
| Valeo Financial Advisors, LLCStock4.5K shtrimmed | 4.5K | $1.7M | trimmed |
| Graves Light Lenhart Wealth, Inc.COM4.4K shtrimmed | 4.4K | $1.7M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4K shadded | 4K | $1.5M | added |
| Bangor Savings BankCOM3.5K shtrimmed | 3.5K | $1.4M | trimmed |
| Wedmont Private CapitalCOM3.4K shadded | 3.4K | $1.4M | added |
| Apella Capital, LLCCOM3.4K shadded | 3.4K | $1.4M | added |
| Grove Bank & TrustCOM3.3K shadded | 3.3K | $1.3M | added |
| Greenfield Savings BankCOM2.9K shtrimmed | 2.9K | $1.1M | trimmed |
| Peoples Bank/KSCommon Stock2.9K shtrimmed | 2.9K | $1.1M | trimmed |
| Wealth Enhancement Trust Services, Inc.COM2.4K shtrimmed | 2.4K | $944.4K | trimmed |
| Acropolis Investment Management, LLCCOM2K shtrimmed | 2K | $783.2K | trimmed |
| SAPIENT CAPITAL LLCCOM1.9K shtrimmed | 1.9K | $720.5K | trimmed |
| Everhart Financial Group, Inc.COM1.6K shadded | 1.6K | $630.3K | added |
| Barden Capital Management, Inc.COM1.6K shadded | 1.6K | $626K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom1.5K shtrimmed | 1.5K | $570.8K | trimmed |
| Balefire, LLCCOM1.5K shtrimmed | 1.5K | $566.4K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM1.1K sh— | 1.1K | $437.5K | — |
| Whalen Wealth Management Inc.COM1.1K shadded | 1.1K | $426.9K | added |
| WINEBRENNER CAPITAL MANAGEMENT LLCCOM995 shadded | 995 | $387K | added |
| Sound Income Strategies, LLCCOM838 shtrimmed | 838 | $336K | trimmed |
| Paragon Capital Management LtdCOM835 shtrimmed | 835 | $324.6K | trimmed |
| Avidian Wealth Enterprises, LLCCOM797 shadded | 797 | $310K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock679 shtrimmed | 679 | $264K | trimmed |
| Venture Visionary Partners LLCCOM670 shadded | 670 | $260.8K | added |
| Intelligence Driven Advisers, LLCCOM665 shadded | 665 | $258.6K | added |
| LifeGoal Investments, LLCCOM659 sh— | 659 | $256.2K | — |
| Heartwood Wealth Advisors LLCStock643 shheld | 643 | $250K | held |
| CoreCap Advisors, LLCStock585 shtrimmed | 585 | $227.5K | trimmed |
| Cooper Financial GroupCOM543 sh— | 543 | $211K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM426 shadded | 426 | $165.6K | added |
| EASTERN BANKCOM369 shadded | 369 | $143.5K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM335 shtrimmed | 335 | $130.3K | trimmed |
| Trust CoStock305 shheld | 305 | $118.6K | held |
| Investors Research CorpCOM282 shheld | 282 | $109.6K | held |
| Bullock Wealth Management GroupStock158 shadded | 158 | $60.4K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM134 shadded | 134 | $52.1K | added |
| Dorato Capital ManagementCOM110 shheld | 110 | $44.5K | held |
| General Partner, Inc.CL75 shheld | 75 | $29.2K | held |
| Bank & Trust CoCOM50 shheld | 50 | $19.4K | held |
| Marquette Asset Management, LLCCOM33 shheld | 33 | $12.8K | held |
| Retirement Wealth Solutions LLCCOM21 shadded | 21 | $8.2K | added |
| Davis Capital ManagementStock6 shtrimmed | 6 | $2.3K | trimmed |