| Border to Coast Pensions Partnership LtdCommon Stock515K shtrimmed | 515K | $24M | trimmed |
| Sound Income Strategies, LLCCOM408.7K shadded | 408.7K | $19M | added |
| Dupree Financial Group, LLCCOM263K shadded | 263K | $12.2M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock242.5K shadded | 242.5K | $11.3M | added |
| JACOBS & CO/CACOM237.7K shtrimmed | 237.7K | $11M | trimmed |
| S.E.E.D. Planning Group LLCCOM185.4K shtrimmed | 185.4K | $8.6M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock119.4K shtrimmed | 119.4K | $5.6M | trimmed |
| Farther Finance Advisors, LLCStock100K shadded | 100K | $4.6M | added |
| Pacifica Partners Inc.COM91K shadded | 91K | $4.2M | added |
| Stokes Capital Advisors, LLCCOM83.1K shadded | 83.1K | $3.9M | added |
| Avidian Wealth Enterprises, LLCCOM48.7K shadded | 48.7K | $2.3M | added |
| Adams Asset Advisors, LLCCOM46.4K shheld | 46.4K | $2.2M | held |
| O'Keefe Stevens Advisory, Inc.COM42K shadded | 42K | $2M | added |
| Bank & Trust CoCOM33.6K shadded | 33.6K | $1.6M | added |
| Applied Capital LLC/FLCOM32.9K shadded | 32.9K | $1.5M | added |
| STABLEFORD CAPITAL II LLCCOM30.7K shtrimmed | 30.7K | $1.4M | trimmed |
| Peoples Bank/KSInt'l Common Stock28.9K shtrimmed | 28.9K | $1.3M | trimmed |
| HF Advisory Group, LLCCOM27.1K shtrimmed | 27.1K | $1.3M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom25K shtrimmed | 25K | $1.2M | trimmed |
| Bangor Savings BankCOM23K shadded | 23K | $1.1M | added |
| Wisconsin Wealth Advisors, LLCCOM17.8K shadded | 17.8K | $827.3K | added |
| Decker Wealth Management LLCCOM16.8K shheld | 16.8K | $780.8K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM16.2K shadded | 16.2K | $754.8K | added |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM14.5K shtrimmed | 14.5K | $675.5K | trimmed |
| Legacy Wealth Asset Management, LLCCOM14.2K shadded | 14.2K | $659.5K | added |
| NEVILLE RODIE & SHAW INCCOM14K shheld | 14K | $649K | held |
| Shulman DeMeo Asset Management LLCCOM13K shtrimmed | 13K | $596.2K | trimmed |
| EASTERN BANKCOM12.8K shadded | 12.8K | $593.8K | added |
| Balefire, LLCCOM11.6K shtrimmed | 11.6K | $537.5K | trimmed |
| SAPIENT CAPITAL LLCCOM11.1K shheld | 11.1K | $517.8K | held |
| Mirador Capital Partners LPCOM11.1K shtrimmed | 11.1K | $514.1K | trimmed |
| Hardin Capital Partners, LLCCOM10.1K shadded | 10.1K | $471.4K | added |
| Venture Visionary Partners LLCCOM9.7K shadded | 9.7K | $451K | added |
| CoreCap Advisors, LLCStock9.5K shadded | 9.5K | $443.8K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM9.5K shtrimmed | 9.5K | $442.3K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM9K shtrimmed | 9K | $419.4K | trimmed |
| Apella Capital, LLCCOM8.6K shadded | 8.6K | $392.4K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM8.1K shheld | 8.1K | $377.6K | held |
| Wedmont Private CapitalCOM7.3K shtrimmed | 7.3K | $338.2K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM6.8K shtrimmed | 6.8K | $317.3K | trimmed |
| PARK NATIONAL CORP /OH/Com6.1K shadded | 6.1K | $282.6K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock5.9K sh— | 5.9K | $274.3K | — |
| Valeo Financial Advisors, LLCStock5.7K shadded | 5.7K | $266.6K | added |
| Investment Partners Asset Management, Inc.COM5K shheld | 5K | $232.3K | held |
| Koenig Investment Advisory, LLCStock4.5K shheld | 4.5K | $209.2K | held |
| Mallini Complete Financial Planning LLCStock4.5K shheld | 4.5K | $208.2K | held |
| Dakota Community Bank & Trust NACOM3.6K shheld | 3.6K | $168.6K | held |
| GAMMA Investing LLCCommon Stock3.6K shadded | 3.6K | $167.6K | added |
| Bank of New HampshireCOM3.1K shheld | 3.1K | $142.4K | held |
| Retirement Wealth Solutions LLCCOM3K shadded | 3K | $139.5K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM2.8K shtrimmed | 2.8K | $130.2K | trimmed |
| Rosenberg Matthew HamiltonStock2.7K shtrimmed | 2.7K | $125.8K | trimmed |
| FIRST COMMUNITY TRUST NACOM2K sh— | 2K | $93.2K | — |
| Trust CoStock1.8K shadded | 1.8K | $82.6K | added |
| Byrne Asset Management LLCCOM1.1K shheld | 1.1K | $50.9K | held |
| Quintet Private Bank (Europe) S.A.COM600 shadded | 600 | $28K | added |
| GK Wealth Management LLCCOM536 sh— | 536 | $24.9K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM502 shtrimmed | 502 | $23.3K | trimmed |
| Bullock Wealth Management GroupStock298 shadded | 298 | $13.8K | added |
| Grove Bank & TrustCOM185 shheld | 185 | $8.6K | held |