| Mn Services Vermogensbeheer B.V.COM298.1K shheld | 298.1K | $12M | held |
| Iowa State BankCom31.2K shtrimmed | 31.2K | $1.3M | trimmed |
| Farther Finance Advisors, LLCStock29.2K shadded | 29.2K | $1.2M | added |
| GAMMA Investing LLCCommon Stock24.5K shtrimmed | 24.5K | $989.9K | trimmed |
| Gerald Baker Financial Group LLCCOM21.9K shtrimmed | 21.9K | $883.8K | trimmed |
| Wedmont Private CapitalCOM17.4K shadded | 17.4K | $726.9K | added |
| STEPH & COCOM14.6K shadded | 14.6K | $591.2K | added |
| Partnership Wealth Management, LLCStock13.5K shheld | 13.5K | $544.1K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM12.4K shadded | 12.4K | $500.1K | added |
| LEGACY SOLUTIONS, LLCCOM12.3K shheld | 12.3K | $496K | held |
| Acropolis Investment Management, LLCCOM8.4K shadded | 8.4K | $339.4K | added |
| Veery Capital, LLCCOM7.9K shheld | 7.9K | $317.8K | held |
| Bank & Trust CoCOM7K shheld | 7K | $283.9K | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom6.7K shtrimmed | 6.7K | $269.1K | trimmed |
| Apella Capital, LLCCOM6K shadded | 6K | $249.3K | added |
| Bill Few Associates, Inc.COM6K shadded | 6K | $242.8K | added |
| Bank of New HampshireCOM5.5K shtrimmed | 5.5K | $221.8K | trimmed |
| Successful Portfolios LLCCOM5.2K shtrimmed | 5.2K | $213.2K | trimmed |
| Greenfield Savings BankCOM5K shtrimmed | 5K | $200.5K | trimmed |
| Rosenberg Matthew HamiltonStock4.2K shtrimmed | 4.2K | $171.1K | trimmed |
| CoreCap Advisors, LLCStock4.2K shadded | 4.2K | $169.9K | added |
| Grove Bank & TrustCOM4K shheld | 4K | $161.3K | held |
| TOMPKINS FINANCIAL CORPCOM3.3K shheld | 3.3K | $135.3K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.2K shadded | 3.2K | $130K | added |
| Central Pacific Bank - Trust DivisionCOM1.3K shtrimmed | 1.3K | $52.8K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.3K shheld | 1.3K | $51.5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM995 shadded | 995 | $40.2K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock915 shheld | 915 | $37K | held |
| Wealth Enhancement Trust Services, Inc.COM762 shtrimmed | 762 | $30.8K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM720 sh— | 720 | $29.1K | — |
| EASTERN BANKCOM559 shheld | 559 | $22.6K | held |
| Byrne Asset Management LLCCOM300 shheld | 300 | $12.1K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM296 shadded | 296 | $12K | added |
| Bangor Savings BankCOM90 shheld | 90 | $3.6K | held |
| Davis Capital ManagementStock51 shadded | 51 | $2.1K | added |
| Retirement Wealth Solutions LLCCOM50 shtrimmed | 50 | $2K | trimmed |
| ATWOOD & PALMER INCCOM46 shheld | 46 | $1.9K | held |