| PROFESSIONAL ADVISORY SERVICES INCCOM66K shtrimmed | 66K | $21.9M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM33.3K shtrimmed | 33.3K | $11.1M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM29.3K shtrimmed | 29.3K | $9.7M | trimmed |
| Apella Capital, LLCCOM28.5K shadded | 28.5K | $9.3M | added |
| TOMPKINS FINANCIAL CORPCOM24K shtrimmed | 24K | $8M | trimmed |
| CoreCap Advisors, LLCStock23.3K shadded | 23.3K | $7.7M | added |
| Farther Finance Advisors, LLCStock21.7K shadded | 21.7K | $7.2M | added |
| Martin Capital Partners, LLCCOM21K shtrimmed | 21K | $7M | trimmed |
| WoodTrust Financial CorpCOMMON20.6K shtrimmed | 20.6K | $6.8M | trimmed |
| ALKEME WEALTH, LLCCOM18K shtrimmed | 18K | $6M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock14.7K shadded | 14.7K | $4.9M | added |
| PARK NATIONAL CORP /OH/Com10.7K shtrimmed | 10.7K | $3.6M | trimmed |
| Bath Savings Trust CoCommon Stock10.4K shtrimmed | 10.4K | $3.4M | trimmed |
| ROCKLAND TRUST COCOM10.1K shtrimmed | 10.1K | $3.3M | trimmed |
| GAMMA Investing LLCCommon Stock9.5K shadded | 9.5K | $3.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock9.1K shtrimmed | 9.1K | $3M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.9K shtrimmed | 7.9K | $2.6M | trimmed |
| Avidian Wealth Enterprises, LLCCOM7.5K shtrimmed | 7.5K | $2.5M | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock6.9K shadded | 6.9K | $2.3M | added |
| HF Advisory Group, LLCCOM6.6K shtrimmed | 6.6K | $2.2M | trimmed |
| Valeo Financial Advisors, LLCStock6.6K shadded | 6.6K | $2.2M | added |
| Dorato Capital ManagementCOM6.6K shadded | 6.6K | $2.2M | added |
| Gladwyn Financial Advisors, Inc.COM6K shheld | 6K | $2M | held |
| Werlinich Asset Management, LLCCOM5.7K shheld | 5.7K | $1.9M | held |
| Matrix Trust CoCOM5.4K shheld | 5.4K | $1.8M | held |
| ARGUS INVESTORS' COUNSEL, INC.COM5.1K shheld | 5.1K | $1.7M | held |
| Peoples Bank/KSCommon Stock4.7K shtrimmed | 4.7K | $1.6M | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM4.6K shtrimmed | 4.6K | $1.5M | trimmed |
| TLWMCOM4.5K shtrimmed | 4.5K | $1.5M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.2K shtrimmed | 4.2K | $1.4M | trimmed |
| Bangor Savings BankCOM4.2K shtrimmed | 4.2K | $1.4M | trimmed |
| Applied Capital LLC/FLCOM3.9K shheld | 3.9K | $1.3M | held |
| Wedmont Private CapitalCOM3.6K shadded | 3.6K | $1.2M | added |
| Davis Capital ManagementStock3.5K shtrimmed | 3.5K | $1.2M | trimmed |
| PFW Advisors LLCCOM3.5K shtrimmed | 3.5K | $1.2M | trimmed |
| BOS Asset Management, LLCCOM3.3K shadded | 3.3K | $1.1M | added |
| RFG - Bristol Wealth Advisors, LLCCOM3.2K shadded | 3.2K | $1.1M | added |
| Arbor Wealth Advisors LLCCOM3.1K shheld | 3.1K | $1M | held |
| Persium Advisors, LLCCOM2.8K shadded | 2.8K | $933.4K | added |
| Acropolis Investment Management, LLCCOM2.8K shheld | 2.8K | $923.5K | held |
| DIVERSIFIED MANAGEMENT INCCOM2.7K shadded | 2.7K | $884.3K | added |
| Bullock Wealth Management GroupStock2.6K shadded | 2.6K | $879.5K | added |
| CONGRESS ASSET MANAGEMENT COCOM2.6K shtrimmed | 2.6K | $850.7K | trimmed |
| Veracity Capital LLCCOM2.5K shtrimmed | 2.5K | $838.2K | trimmed |
| EASTERN BANKCOM2.4K shadded | 2.4K | $812K | added |
| Venture Visionary Partners LLCCOM2.3K shadded | 2.3K | $758.4K | added |
| Legacy Wealth Asset Management, LLCCOM2.2K shtrimmed | 2.2K | $718.4K | trimmed |
| Breakwater Capital GroupCOM2K shtrimmed | 2K | $676.6K | trimmed |
| Legacy Private Trust Co.COM2K shheld | 2K | $652K | held |
| Shulman DeMeo Asset Management LLCCOM1.9K shtrimmed | 1.9K | $626.1K | trimmed |
| Wealth Science Advisors LLCCOM1.8K shtrimmed | 1.8K | $605.6K | trimmed |
| Galvin, Gaustad & Stein, LLCCOM1.8K shheld | 1.8K | $602.7K | held |
| First Heartland Consultants, Inc.COM1.8K shadded | 1.8K | $598.7K | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock1.8K shtrimmed | 1.8K | $588.7K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM1.7K shadded | 1.7K | $565.7K | added |
| Greenfield Savings BankCOM1.4K shheld | 1.4K | $479.5K | held |
| Grove Bank & TrustCOM1.4K shadded | 1.4K | $470.2K | added |
| TrueWealth Advisors, LLCCOM1.4K shtrimmed | 1.4K | $453.1K | trimmed |
| Bank of New HampshireCOM1.3K shtrimmed | 1.3K | $426.4K | trimmed |
| Gallagher Capital Advisors, LLCCOM1.3K shadded | 1.3K | $421.8K | added |
| Trinity Financial Advisors LLCCOM1.2K shadded | 1.2K | $399.9K | added |
| Bill Few Associates, Inc.COM1.2K shadded | 1.2K | $384.1K | added |
| Castle Rock Wealth Management, LLCCOM1.1K shtrimmed | 1.1K | $372K | trimmed |
| Worth Asset Management, LLCStock1.1K shadded | 1.1K | $369.7K | added |
| Asempa Wealth AdvisorsCOM1.1K shheld | 1.1K | $362K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM1.1K shheld | 1.1K | $348.8K | held |
| Cadent Capital Advisors, LLCCOM1K shadded | 1K | $333.2K | added |
| LifeGoal Investments, LLCCOM989 shadded | 989 | $328.2K | added |
| Heartwood Wealth Advisors LLCStock935 shadded | 935 | $310.3K | added |
| Everhart Financial Group, Inc.COM905 shtrimmed | 905 | $300.3K | trimmed |
| Canandaigua National Trust Co of FloridaCom888 shadded | 888 | $294.7K | added |
| Cooper Financial GroupCOM832 shadded | 832 | $276.2K | added |
| Trust CoStock759 shtrimmed | 759 | $251.9K | trimmed |
| Violich Capital Management, Inc.COM730 shheld | 730 | $242.2K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM704 shheld | 704 | $233.6K | held |
| GoalFusion Wealth Management, LLCCOM691 shheld | 691 | $229.3K | held |
| Rosenberg Matthew HamiltonStock638 shtrimmed | 638 | $211.7K | trimmed |
| Central Pacific Bank - Trust DivisionCOM530 shtrimmed | 530 | $175.9K | trimmed |
| GK Wealth Management LLCCOM488 shtrimmed | 488 | $161.9K | trimmed |
| Investors Research CorpCOM262 shtrimmed | 262 | $86.9K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM252 shadded | 252 | $83.6K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM150 sh— | 150 | $49.8K | — |
| Quintet Private Bank (Europe) S.A.COM100 shheld | 100 | $33.2K | held |
| Wealth Enhancement Trust Services, Inc.COM85 shheld | 85 | $28.2K | held |
| Paladin Partners, LLCStock84 shheld | 84 | $27.9K | held |
| Retirement Wealth Solutions LLCCOM81 shadded | 81 | $27K | added |
| STEPH & COCOM60 shadded | 60 | $19.9K | added |
| ATWOOD & PALMER INCCOM54 shheld | 54 | $17.9K | held |
| Bank & Trust CoCOM42 shheld | 42 | $13.9K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM32 shadded | 32 | $10.6K | added |
| Pacifica Partners Inc.COM31 shheld | 31 | $10.3K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock21 shheld | 21 | $7K | held |
| Byrne Asset Management LLCCOM20 shheld | 20 | $6.7K | held |
| Marquette Asset Management, LLCCOM18 shadded | 18 | $6K | added |