| Douglas Lane & Associates, LLCCOMMON105.9K shtrimmed | 105.9K | $107.1M | trimmed |
| Border to Coast Pensions Partnership LtdREIT30K shadded | 30K | $30.3M | added |
| Gradient Investments LLCCOM19.7K shtrimmed | 19.7K | $19.9M | trimmed |
| Pensionfund PDNCOMMON STOCK13.5K shtrimmed | 13.5K | $13.7M | trimmed |
| Bath Savings Trust CoCommon Stock9K shtrimmed | 9K | $9.1M | trimmed |
| Pensionfund SabicCOMMON STOCK6.6K shtrimmed | 6.6K | $6.7M | trimmed |
| S.E.E.D. Planning Group LLCCOM4.6K shadded | 4.6K | $4.6M | added |
| Cox Capital Mgt LLCREIT2.9K shadded | 2.9K | $2.9M | added |
| CONGRESS ASSET MANAGEMENT COCOM2.8K shtrimmed | 2.8K | $2.8M | trimmed |
| Valeo Financial Advisors, LLCREIT2.5K shadded | 2.5K | $2.5M | added |
| Farther Finance Advisors, LLCREIT2.5K shtrimmed | 2.5K | $2.5M | trimmed |
| Legacy Wealth Asset Management, LLCCOM2.1K shadded | 2.1K | $2.1M | added |
| GAMMA Investing LLCREIT1.9K shadded | 1.9K | $2M | added |
| Wedmont Private CapitalCOM1.5K shadded | 1.5K | $1.5M | added |
| Shira Ridge Wealth ManagementCOM762 shheld | 762 | $770.8K | held |
| Everhart Financial Group, Inc.COM671 shtrimmed | 671 | $678.8K | trimmed |
| YHB Investment Advisors, Inc.COM546 shadded | 546 | $552.3K | added |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT541 shtrimmed | 541 | $547.3K | trimmed |
| EASTERN BANKCOM501 shtrimmed | 501 | $506.8K | trimmed |
| Cooper Financial GroupCOM406 shtrimmed | 406 | $410.7K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM374 shadded | 374 | $378.3K | added |
| Avidian Wealth Enterprises, LLCCOM352 shadded | 352 | $355.9K | added |
| Kearns & Associates LLCCOM338 shheld | 338 | $341.9K | held |
| CYPRESS ASSET MANAGEMENT INC/TXCOM324 shheld | 324 | $327.8K | held |
| New Covenant Trust Company, N.A.COM255 shadded | 255 | $258K | added |
| Vann Equity Management LLCCOM252 shtrimmed | 252 | $254.6K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM247 shheld | 247 | $249.9K | held |
| LifeGoal Investments, LLCCOM226 sh— | 226 | $228.4K | — |
| MRA Advisory GroupCOM201 shheld | 201 | $203.4K | held |
| Grove Bank & TrustCOM176 shheld | 176 | $178K | held |
| Rosenberg Matthew HamiltonREIT61 shadded | 61 | $61.7K | added |
| CoreCap Advisors, LLCREIT58 shtrimmed | 58 | $58.8K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM42 shtrimmed | 42 | $42.5K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM35 shtrimmed | 35 | $35K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM15 shtrimmed | 15 | $15.2K | trimmed |
| Marquette Asset Management, LLCCOM12 shheld | 12 | $12.1K | held |
| MJT & Associates Financial Advisory Group, Inc.REIT12 shtrimmed | 12 | $12.1K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM8 sh— | 8 | $8.1K | — |
| GK Wealth Management LLCCOM7 sh— | 7 | $7.4K | — |
| ATWOOD & PALMER INCCOM3 shheld | 3 | $3K | held |
| Retirement Wealth Solutions LLCCOM3 sh— | 3 | $3K | — |
| Paladin Partners, LLCREIT3 shheld | 3 | $3K | held |
| Davis Capital ManagementREIT2 shheld | 2 | $2K | held |
| Trust CoREIT1 shheld | 1 | $1K | held |