| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1M shtrimmed | 1M | $100.2M | trimmed |
| Ausbil Investment Management LtdCOM124.8K shtrimmed | 124.8K | $12.4M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock66.9K shtrimmed | 66.9K | $6.6M | trimmed |
| Martin Capital Partners, LLCCOM47.5K shtrimmed | 47.5K | $4.7M | trimmed |
| Horrell Capital Management, Inc.COM38.6K shtrimmed | 38.6K | $3.8M | trimmed |
| Balefire, LLCCOM27.2K shtrimmed | 27.2K | $2.7M | trimmed |
| Farther Finance Advisors, LLCStock26.3K shadded | 26.3K | $2.6M | added |
| GAMMA Investing LLCCommon Stock19.8K shtrimmed | 19.8K | $2M | trimmed |
| Acropolis Investment Management, LLCCOM13.9K shtrimmed | 13.9K | $1.4M | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM10.1K shadded | 10.1K | $998.2K | added |
| Valeo Financial Advisors, LLCStock9.9K shadded | 9.9K | $986K | added |
| Wedmont Private CapitalCOM7.4K shadded | 7.4K | $756.7K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.6K shheld | 7.6K | $752.3K | held |
| Kaizen Financial StrategiesCOM4.8K shheld | 4.8K | $474.3K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.5K shtrimmed | 4.5K | $442.3K | trimmed |
| Castleview Partners, LLCCOM3.9K shadded | 3.9K | $389.8K | added |
| Avidian Wealth Enterprises, LLCCOM3.3K shadded | 3.3K | $331.4K | added |
| YHB Investment Advisors, Inc.COM3.2K shadded | 3.2K | $320.9K | added |
| First Heartland Consultants, Inc.COM3.1K shadded | 3.1K | $307.5K | added |
| Successful Portfolios LLCCOM2.8K shtrimmed | 2.8K | $284.4K | trimmed |
| TOMPKINS FINANCIAL CORPCOM2.4K shheld | 2.4K | $238.2K | held |
| Ballew Advisors, IncCOM2.2K shadded | 2.2K | $226.6K | added |
| Biltmore Wealth Management, LLCCOM2.2K shadded | 2.2K | $216.3K | added |
| Apella Capital, LLCCOM2K shtrimmed | 2K | $202.3K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.7K shheld | 1.7K | $171.5K | held |
| EASTERN BANKCOM1.6K shadded | 1.6K | $162.2K | added |
| Bank & Trust CoCOM1.6K shheld | 1.6K | $157.8K | held |
| CoreCap Advisors, LLCStock1.3K shtrimmed | 1.3K | $131K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM1.1K shadded | 1.1K | $107.4K | added |
| GK Wealth Management LLCCOM961 sh— | 961 | $95.4K | — |
| Grove Bank & TrustCOM388 shheld | 388 | $38.5K | held |
| ATWOOD & PALMER INCCOM330 shheld | 330 | $32.8K | held |
| Trust CoStock312 shheld | 312 | $31K | held |
| Bank of New HampshireCOM266 shadded | 266 | $26.4K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM59 shheld | 59 | $5.9K | held |
| Marquette Asset Management, LLCCOM53 shtrimmed | 53 | $5.3K | trimmed |
| Retirement Wealth Solutions LLCCOM52 shadded | 52 | $5.2K | added |
| Wealth Enhancement Trust Services, Inc.COM35 shtrimmed | 35 | $3.5K | trimmed |
| Rosenberg Matthew HamiltonStock6 shheld | 6 | $596 | held |
| Davis Capital ManagementStock5 shtrimmed | 5 | $496 | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $199 | — |