| ATWOOD & PALMER INCCOM826K shtrimmed | 826K | $41.8M | trimmed |
| Mn Services Vermogensbeheer B.V.COM263.8K shheld | 263.8K | $13.3M | held |
| SAPIENT CAPITAL LLCCOM230.7K shtrimmed | 230.7K | $11.8M | trimmed |
| Venture Visionary Partners LLCCOM140.9K shadded | 140.9K | $7.1M | added |
| VISTA INVESTMENT PARTNERS LLCCOM104.5K shtrimmed | 104.5K | $5.3M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock100.5K shtrimmed | 100.5K | $5.1M | trimmed |
| HWG Holdings LPCOM85.8K sh— | 85.8K | $4.3M | — |
| Farther Finance Advisors, LLCStock57.5K shadded | 57.5K | $2.9M | added |
| GAMMA Investing LLCCommon Stock56.7K shadded | 56.7K | $2.9M | added |
| MFG WEALTH MANAGEMENT, INC.COM50.3K shadded | 50.3K | $2.5M | added |
| CoreCap Advisors, LLCStock41K shadded | 41K | $2.1M | added |
| Applied Capital LLC/FLCOM38.9K shtrimmed | 38.9K | $2M | trimmed |
| Wedmont Private CapitalCOM27.7K shadded | 27.7K | $1.4M | added |
| Bank & Trust CoCOM21.7K shtrimmed | 21.7K | $1.1M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM20.7K shadded | 20.7K | $1M | added |
| PARK NATIONAL CORP /OH/Com20.7K shtrimmed | 20.7K | $1M | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM14.3K shtrimmed | 14.3K | $721.2K | trimmed |
| Valeo Financial Advisors, LLCStock13.6K shtrimmed | 13.6K | $687.8K | trimmed |
| Castleview Partners, LLCCOM10.4K shadded | 10.4K | $528.1K | added |
| Avidian Wealth Enterprises, LLCCOM10K shadded | 10K | $508.2K | added |
| Breakwater Capital GroupCOM9.3K shtrimmed | 9.3K | $469K | trimmed |
| CapWealth Advisors, LLCStock9.1K shheld | 9.1K | $460.7K | held |
| Everhart Financial Group, Inc.COM8.8K shheld | 8.8K | $447.6K | held |
| RFG - Bristol Wealth Advisors, LLCCOM8.8K shadded | 8.8K | $442.9K | added |
| Apella Capital, LLCCOM7.9K shadded | 7.9K | $398.2K | added |
| Great Waters Wealth ManagementCOM7.6K shheld | 7.6K | $382.4K | held |
| NEVILLE RODIE & SHAW INCCOM7.5K shtrimmed | 7.5K | $379K | trimmed |
| CENTRAL BANK & TRUST COEquities7.5K shadded | 7.5K | $378.5K | added |
| Bill Few Associates, Inc.COM7.4K shheld | 7.4K | $375.8K | held |
| Kessler Investment Group, LLCCOM7.2K shtrimmed | 7.2K | $364.4K | trimmed |
| Violich Capital Management, Inc.COM6.2K shheld | 6.2K | $314.7K | held |
| Atlas Brown,Inc.Stock5.8K shadded | 5.8K | $291.2K | added |
| CenterStar Asset Management, LLCCOM5.6K shadded | 5.6K | $283.2K | added |
| Investors Research CorpCOM5.5K shheld | 5.5K | $276.9K | held |
| New Covenant Trust Company, N.A.COM5.2K shtrimmed | 5.2K | $262.4K | trimmed |
| Dakota Community Bank & Trust NACOM5K shheld | 5K | $250.4K | held |
| Castle Rock Wealth Management, LLCCOM4.5K shheld | 4.5K | $231.4K | held |
| Wealth Group Ltdcom4.1K sh— | 4.1K | $208.8K | — |
| Rosenberg Matthew HamiltonStock3.6K shtrimmed | 3.6K | $183.6K | trimmed |
| Acropolis Investment Management, LLCCOM3.3K shtrimmed | 3.3K | $167.8K | trimmed |
| Central Pacific Bank - Trust DivisionCOM2.4K shheld | 2.4K | $121.4K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM2.1K shtrimmed | 2.1K | $104.4K | trimmed |
| Grove Bank & TrustCOM886 shheld | 886 | $44.8K | held |
| Bangor Savings BankCOM650 shheld | 650 | $32.9K | held |
| Retirement Wealth Solutions LLCCOM488 shadded | 488 | $24.7K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM466 shtrimmed | 466 | $23.6K | trimmed |
| Bank of New HampshireCOM466 shheld | 466 | $23.6K | held |
| Olistico Wealth, LLCStock453 shheld | 453 | $22.9K | held |
| EASTERN BANKCOM452 shheld | 452 | $22.9K | held |
| STEPH & COCOM167 shheld | 167 | $8.4K | held |
| Marquette Asset Management, LLCCOM82 shheld | 82 | $4.1K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM62 shheld | 62 | $3.1K | held |
| Davis Capital ManagementStock28 shadded | 28 | $1.4K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM5 sh— | 5 | $253 | — |