| CONGRESS ASSET MANAGEMENT COCOM101.5K shtrimmed | 101.5K | $76.6M | trimmed |
| Mn Services Vermogensbeheer B.V.COM13K shheld | 13K | $9.8M | held |
| SPRING CAPITAL MANAGEMENT, LLCCOM8K sh— | 8K | $6.1M | — |
| SAPIENT CAPITAL LLCCOM7.7K shadded | 7.7K | $5.8M | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock4.4K shadded | 4.4K | $3.3M | added |
| Farther Finance Advisors, LLCStock2.3K shtrimmed | 2.3K | $1.7M | trimmed |
| GAMMA Investing LLCCommon Stock2.2K shadded | 2.2K | $1.7M | added |
| Venture Visionary Partners LLCCOM1.3K shadded | 1.3K | $993.2K | added |
| Vann Equity Management LLCCOM966 shtrimmed | 966 | $728.6K | trimmed |
| Monument Capital ManagementCOM956 shtrimmed | 956 | $721.3K | trimmed |
| Greenfield Savings BankCOM766 shheld | 766 | $577.9K | held |
| Legacy Wealth Asset Management, LLCCOM725 shadded | 725 | $547K | added |
| Cooper Financial GroupCOM693 shadded | 693 | $523.1K | added |
| Bullock Wealth Management GroupStock650 shtrimmed | 650 | $499.9K | trimmed |
| CoreCap Advisors, LLCStock628 shadded | 628 | $473.8K | added |
| Wedmont Private CapitalCOM601 shadded | 601 | $467.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM587 shadded | 587 | $443.1K | added |
| PFW Advisors LLCCOM549 shtrimmed | 549 | $414.2K | trimmed |
| Apella Capital, LLCCOM461 shadded | 461 | $361.7K | added |
| Elm3 Financial Group, LLCCOM468 shtrimmed | 468 | $353.1K | trimmed |
| Financial Enhancement Group LLCCOM374 shadded | 374 | $293.5K | added |
| LifeGoal Investments, LLCCOM385 shtrimmed | 385 | $290.5K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom361 shadded | 361 | $272.4K | added |
| Valeo Financial Advisors, LLCStock329 shadded | 329 | $248.3K | added |
| Kaizen Financial StrategiesCOM293 shtrimmed | 293 | $221.1K | trimmed |
| Central Pacific Bank - Trust DivisionCOM190 shheld | 190 | $143.4K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock133 shtrimmed | 133 | $100.3K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM65 shadded | 65 | $49K | added |
| ATWOOD & PALMER INCCOM64 shadded | 64 | $48.3K | added |
| GK Wealth Management LLCCOM41 sh— | 41 | $31K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM28 shtrimmed | 28 | $21.1K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM24 shadded | 24 | $18.1K | added |
| Grove Bank & TrustCOM8 shheld | 8 | $6K | held |
| Retirement Wealth Solutions LLCCOM5 sh— | 5 | $3.8K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock4 shtrimmed | 4 | $3K | trimmed |
| Byrne Asset Management LLCCOM3 shheld | 3 | $2.3K | held |
| Marquette Asset Management, LLCCOM3 shheld | 3 | $2.3K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $1.5K | — |
| Davis Capital ManagementStock1 shheld | 1 | $754 | held |
| Trust CoStock1 shheld | 1 | $754 | held |