| Douglas Lane & Associates, LLCCOMMON401.1K shtrimmed | 401.1K | $55.2M | trimmed |
| ROCKLAND TRUST COCOM272.1K shadded | 272.1K | $37.5M | added |
| Gradient Investments LLCCOM126.3K shtrimmed | 126.3K | $17.4M | trimmed |
| SAPIENT CAPITAL LLCCOM113.4K shtrimmed | 113.4K | $15.6M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM97.3K shtrimmed | 97.3K | $13.4M | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock67.9K shadded | 67.9K | $9.3M | added |
| VALLEY WEALTH MANAGERS, INC.Stock36.7K shadded | 36.7K | $5.1M | added |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM35K shheld | 35K | $4.8M | held |
| Deane Retirement Strategies, Inc.Stock34K shtrimmed | 34K | $4.7M | trimmed |
| Dupree Financial Group, LLCCOM32.1K shadded | 32.1K | $4.4M | added |
| Cox Capital Mgt LLCStock21.6K shtrimmed | 21.6K | $3M | trimmed |
| GAMMA Investing LLCCommon Stock15.5K shadded | 15.5K | $2.1M | added |
| Farther Finance Advisors, LLCStock12.9K shadded | 12.9K | $1.8M | added |
| Wedmont Private CapitalCOM8.9K shadded | 8.9K | $1.3M | added |
| STABLEFORD CAPITAL II LLCCOM8.2K shtrimmed | 8.2K | $1.1M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM8.1K shadded | 8.1K | $1.1M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM7.7K shtrimmed | 7.7K | $1.1M | trimmed |
| Sprinkle Financial Consultants LLCCOM7.6K shheld | 7.6K | $1.1M | held |
| Galvin, Gaustad & Stein, LLCCOM7.3K shtrimmed | 7.3K | $1M | trimmed |
| Cooper Financial GroupCOM7.2K shadded | 7.2K | $994.2K | added |
| Graves Light Lenhart Wealth, Inc.COM7K shtrimmed | 7K | $968.7K | trimmed |
| Avidian Wealth Enterprises, LLCCOM6.9K shadded | 6.9K | $952.4K | added |
| Ridgewood Investments LLCCOM6.8K shtrimmed | 6.8K | $942.4K | trimmed |
| Legacy Wealth Asset Management, LLCCOM6.6K shtrimmed | 6.6K | $903.2K | trimmed |
| CENTRAL BANK & TRUST COEquities6.5K shtrimmed | 6.5K | $890.1K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM5.9K sh— | 5.9K | $814.2K | — |
| CoreCap Advisors, LLCStock5.3K shadded | 5.3K | $732.9K | added |
| STEPH & COCOM4.8K shadded | 4.8K | $659.7K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.8K shtrimmed | 4.8K | $655.6K | trimmed |
| Venture Visionary Partners LLCCOM4.1K shtrimmed | 4.1K | $561.3K | trimmed |
| Rosenberg Matthew HamiltonStock3.4K shadded | 3.4K | $464.8K | added |
| Crumly & Associates Inc.COM3.4K shadded | 3.4K | $462.3K | added |
| Greenfield Savings BankCOM3.3K shtrimmed | 3.3K | $456K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM3K shtrimmed | 3K | $415.2K | trimmed |
| Everhart Financial Group, Inc.COM2.9K shadded | 2.9K | $393.7K | added |
| Valeo Financial Advisors, LLCStock2.5K shtrimmed | 2.5K | $346K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM2.3K shadded | 2.3K | $315.7K | added |
| Plan A Wealth LLCCOM2.3K shadded | 2.3K | $310.9K | added |
| Vann Equity Management LLCCOM2K shtrimmed | 2K | $271.8K | trimmed |
| YHB Investment Advisors, Inc.COM2K shtrimmed | 2K | $270.7K | trimmed |
| Balefire, LLCCOM1.9K shtrimmed | 1.9K | $260.9K | trimmed |
| Intelligence Driven Advisers, LLCCOM1.9K shadded | 1.9K | $255.5K | added |
| NEVILLE RODIE & SHAW INCCOM1.8K shheld | 1.8K | $254K | held |
| LifeGoal Investments, LLCCOM1.8K shadded | 1.8K | $250.9K | added |
| Apella Capital, LLCCOM1.6K sh— | 1.6K | $227.6K | — |
| Veracity Capital LLCCOM1.6K sh— | 1.6K | $221.6K | — |
| Athena Wealth Management, LLCCOM1.5K shtrimmed | 1.5K | $211.3K | trimmed |
| Dale Q Rice Investment Management LtdCOM1.5K shheld | 1.5K | $205.3K | held |
| LEGACY SOLUTIONS, LLCCOM1.5K shtrimmed | 1.5K | $201.1K | trimmed |
| Acropolis Investment Management, LLCCOM1.2K shtrimmed | 1.2K | $169.6K | trimmed |
| Grove Bank & TrustCOM1.1K shadded | 1.1K | $153.3K | added |
| TOMPKINS FINANCIAL CORPCOM925 shtrimmed | 925 | $127.4K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM544 shtrimmed | 544 | $74.9K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM473 shadded | 473 | $65.2K | added |
| Olistico Wealth, LLCStock309 shadded | 309 | $42.5K | added |
| Byrne Asset Management LLCCOM205 shadded | 205 | $29K | added |
| Bullock Wealth Management GroupStock177 shtrimmed | 177 | $25K | trimmed |
| FIRST COMMUNITY TRUST NACOM155 shheld | 155 | $21.4K | held |
| ATWOOD & PALMER INCCOM120 shheld | 120 | $16.5K | held |
| Pacifica Partners Inc.COM96 shheld | 96 | $13.6K | held |
| GK Wealth Management LLCCOM80 sh— | 80 | $11.1K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock67 shheld | 67 | $9.2K | held |
| Davis Capital ManagementStock20 shtrimmed | 20 | $2.8K | trimmed |
| Retirement Wealth Solutions LLCCOM2 shheld | 2 | $276 | held |