| Douglas Lane & Associates, LLCCOMMON1.4M shtrimmed | 1.4M | $101.1M | trimmed |
| Artemis Investment Management LLPCL B1.2M shtrimmed | 1.2M | $81M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM971.4K shadded | 971.4K | $68M | added |
| PKO BP BANKOWY Universal Pension Society JSCCOM440.6K shtrimmed | 440.6K | $30.8M | trimmed |
| Oak Grove Capital LLCCL B149K shadded | 149K | $10.4M | added |
| Mirador Capital Partners LPCL B135.3K shadded | 135.3K | $9.5M | added |
| SAPIENT CAPITAL LLCCL B114.8K shtrimmed | 114.8K | $8M | trimmed |
| Farther Finance Advisors, LLCStock106.6K shadded | 106.6K | $7.5M | added |
| Kessler Investment Group, LLCCL B97K shtrimmed | 97K | $6.8M | trimmed |
| Iowa State BankCom50.1K shadded | 50.1K | $3.5M | added |
| GAMMA Investing LLCCommon Stock42.3K shadded | 42.3K | $3M | added |
| Avidian Wealth Enterprises, LLCCL B33.4K shadded | 33.4K | $2.3M | added |
| Pacifica Partners Inc.CL B33.3K shadded | 33.3K | $2.3M | added |
| Retireful, LLCCL B28.2K shadded | 28.2K | $2M | added |
| Athena Wealth Management, LLCCL B23.7K shtrimmed | 23.7K | $1.7M | trimmed |
| Wedmont Private CapitalCL B21.2K shadded | 21.2K | $1.5M | added |
| AMERICAN NATIONAL BANK & TRUSTCL B20.8K shadded | 20.8K | $1.5M | added |
| Valeo Financial Advisors, LLCStock19K shadded | 19K | $1.3M | added |
| STABLEFORD CAPITAL II LLCCL B18.7K shtrimmed | 18.7K | $1.3M | trimmed |
| Byrne Asset Management LLCCOM18.4K shadded | 18.4K | $1.3M | added |
| Breakwater Capital GroupCL B15.9K shadded | 15.9K | $1.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock15.5K shadded | 15.5K | $1.1M | added |
| Eleva Capital SASCL B16.7K shadded | 16.7K | $1M | added |
| TITLEIST ASSET MANAGEMENT, LLCCL B14.3K shtrimmed | 14.3K | $998.6K | trimmed |
| NEVILLE RODIE & SHAW INCCOM14.2K shheld | 14.2K | $991K | held |
| Veracity Capital LLCCL B14.1K shadded | 14.1K | $985.2K | added |
| FELL CAPITAL MANAGEMENT /ADVCL B14K shtrimmed | 14K | $978.3K | trimmed |
| Central Pacific Bank - Trust DivisionCL B13.1K shheld | 13.1K | $914.3K | held |
| Tactive Advisors, LLCCL B12.6K shadded | 12.6K | $879.5K | added |
| EASTERN BANKCL B10.9K shtrimmed | 10.9K | $760.4K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCL B10.8K shadded | 10.8K | $759.4K | added |
| Cooper Financial GroupCL B10.3K shtrimmed | 10.3K | $724K | trimmed |
| Atlas Brown,Inc.Stock10.1K shadded | 10.1K | $705.5K | added |
| Vann Equity Management LLCCL B10K shtrimmed | 10K | $700.9K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL B9.9K shtrimmed | 9.9K | $694.3K | trimmed |
| Everhart Financial Group, Inc.CL B9.5K shadded | 9.5K | $663.5K | added |
| Quintet Private Bank (Europe) S.A.CL B9K shadded | 9K | $630.3K | added |
| Successful Portfolios LLCCL B8.3K shadded | 8.3K | $597.4K | added |
| RIVERSEDGE ADVISORS, LLCCL B7.8K shadded | 7.8K | $548.6K | added |
| Whalen Wealth Management Inc.CL B7.5K shtrimmed | 7.5K | $525.9K | trimmed |
| Wealth Science Advisors LLCCL B6.5K shtrimmed | 6.5K | $456.1K | trimmed |
| Apella Capital, LLCCL B5.2K sh— | 5.2K | $376.5K | — |
| Venture Visionary Partners LLCCL B5.3K shadded | 5.3K | $368.6K | added |
| Grove Bank & TrustCL B4.9K shadded | 4.9K | $342.1K | added |
| Crumly & Associates Inc.CL B4.6K shadded | 4.6K | $325.4K | added |
| Hardin Capital Partners, LLCCL B4.6K shadded | 4.6K | $318.8K | added |
| LifeGoal Investments, LLCCL B4.6K shadded | 4.6K | $318.7K | added |
| Prosperity Planning, Inc.CL B4.5K shtrimmed | 4.5K | $315K | trimmed |
| Sound Income Strategies, LLCCL B4.4K shadded | 4.4K | $312.2K | added |
| CONGRESS ASSET MANAGEMENT COCOM4.4K shtrimmed | 4.4K | $308.7K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL B4.4K shadded | 4.4K | $307.2K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.2K shheld | 4.2K | $292.8K | held |
| Plan A Wealth LLCCL B4.1K shadded | 4.1K | $287K | added |
| ROCKLAND TRUST COCL B4.1K shtrimmed | 4.1K | $286.5K | trimmed |
| GK Wealth Management LLCCL B4K shtrimmed | 4K | $283.1K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCL B3.8K shheld | 3.8K | $263.5K | held |
| ARGUS INVESTORS' COUNSEL, INC.COM3.7K sh— | 3.7K | $258.5K | — |
| Baring Financial LLCCL B3.5K shadded | 3.5K | $243.2K | added |
| Monument Capital ManagementCL B3.5K shadded | 3.5K | $242.5K | added |
| New Covenant Trust Company, N.A.CL B3.3K sh— | 3.3K | $230.8K | — |
| DLK Investment Management, LLCCL B3.3K shtrimmed | 3.3K | $229K | trimmed |
| Biltmore Wealth Management, LLCCL B3K shtrimmed | 3K | $211.6K | trimmed |
| Rosenberg Matthew HamiltonStock3K shheld | 3K | $209.6K | held |
| Investment Partners Asset Management, Inc.CL B2.9K sh— | 2.9K | $203.4K | — |
| First Heartland Consultants, Inc.CL B2.9K sh— | 2.9K | $202.8K | — |
| CoreCap Advisors, LLCStock2.7K shadded | 2.7K | $191.2K | added |
| ARMSTRONG ADVISORY GROUP, INCCL B2.1K shadded | 2.1K | $149.2K | added |
| Bank of New HampshireCL B2K shheld | 2K | $140.4K | held |
| Ausbil Investment Management LtdCL B1K shheld | 1K | $70K | held |
| Wealth Enhancement Trust Services, Inc.CL B858 shtrimmed | 858 | $60.1K | trimmed |
| FIRST COMMUNITY TRUST NACL B735 shheld | 735 | $51.5K | held |
| STEPH & COCL B392 shadded | 392 | $27.4K | added |
| ELEVATION WEALTH PARTNERS, LLCCL B347 shadded | 347 | $24.3K | added |
| Bullock Wealth Management GroupStock253 shadded | 253 | $17.5K | added |
| Marquette Asset Management, LLCCL B235 shheld | 235 | $16.5K | held |
| TOTH FINANCIAL ADVISORY CORPCL B117 shtrimmed | 117 | $8.2K | trimmed |
| ATWOOD & PALMER INCCOM106 shheld | 106 | $7.4K | held |
| GILPIN WEALTH MANAGEMENT, LLCCL B62 sh— | 62 | $4.3K | — |
| Davis Capital ManagementStock49 shadded | 49 | $3.4K | added |
| Retirement Wealth Solutions LLCCL B43 shtrimmed | 43 | $3K | trimmed |
| Trust CoStock11 shheld | 11 | $770 | held |