| Mn Services Vermogensbeheer B.V.COM368K shadded | 368K | $54.9M | added |
| ATWOOD & PALMER INCCOM351.3K shadded | 351.3K | $52.4M | added |
| CapWealth Advisors, LLCStock221.7K shtrimmed | 221.7K | $33M | trimmed |
| SAPIENT CAPITAL LLCCOM164.2K shtrimmed | 164.2K | $24.5M | trimmed |
| Farther Finance Advisors, LLCStock63.5K shadded | 63.5K | $9.5M | added |
| GAMMA Investing LLCCommon Stock38.3K shadded | 38.3K | $5.7M | added |
| VALLEY WEALTH MANAGERS, INC.Stock37.5K shadded | 37.5K | $5.6M | added |
| Stokes Capital Advisors, LLCCOM36.3K shadded | 36.3K | $5.4M | added |
| Wedmont Private CapitalCOM34.6K shadded | 34.6K | $5.1M | added |
| HF Advisory Group, LLCCOM25.5K shadded | 25.5K | $3.8M | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock22.2K shadded | 22.2K | $3.3M | added |
| Iowa State BankCom18.4K shtrimmed | 18.4K | $2.7M | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock15.4K shtrimmed | 15.4K | $2.3M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM15K shadded | 15K | $2.2M | added |
| NEVILLE RODIE & SHAW INCCOM14.8K shheld | 14.8K | $2.2M | held |
| Avidian Wealth Enterprises, LLCCOM14.4K shtrimmed | 14.4K | $2.1M | trimmed |
| Mirador Capital Partners LPCOM14.2K shadded | 14.2K | $2.1M | added |
| Monument Capital ManagementCOM11.9K shtrimmed | 11.9K | $1.8M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM11.8K shtrimmed | 11.8K | $1.8M | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock11.8K shadded | 11.8K | $1.8M | added |
| Everhart Financial Group, Inc.COM10.4K shadded | 10.4K | $1.6M | added |
| Greenfield Savings BankCOM10.1K shadded | 10.1K | $1.5M | added |
| Valeo Financial Advisors, LLCStock9.8K shadded | 9.8K | $1.5M | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM8.9K shtrimmed | 8.9K | $1.3M | trimmed |
| Veracity Capital LLCCOM7.5K shtrimmed | 7.5K | $1.1M | trimmed |
| Legacy Wealth Asset Management, LLCCOM7.3K shtrimmed | 7.3K | $1.1M | trimmed |
| Castleview Partners, LLCCOM7.2K shadded | 7.2K | $1.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7.1K shtrimmed | 7.1K | $1.1M | trimmed |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM7.1K shtrimmed | 7.1K | $1.1M | trimmed |
| Nautilus Advisors LLCCOM7K shadded | 7K | $1M | added |
| Venture Visionary Partners LLCCOM6.7K shadded | 6.7K | $1M | added |
| Central Pacific Bank - Trust DivisionCOM6.4K shtrimmed | 6.4K | $957.6K | trimmed |
| Grove Bank & TrustCOM6.3K shadded | 6.3K | $945.7K | added |
| Weaver Consulting GroupCOM6.2K shadded | 6.2K | $921.6K | added |
| Bank & Trust CoCOM6.1K shtrimmed | 6.1K | $902.3K | trimmed |
| Balefire, LLCCOM6K shadded | 6K | $896.2K | added |
| LAWOOD & COCommon Stock5.8K shtrimmed | 5.8K | $858.4K | trimmed |
| CENTRAL BANK & TRUST COEquities5.6K shtrimmed | 5.6K | $841.7K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom5.5K shheld | 5.5K | $826.8K | held |
| YHB Investment Advisors, Inc.COM5.4K shtrimmed | 5.4K | $802.4K | trimmed |
| Prota Financial, LLCCOM4.8K shtrimmed | 4.8K | $707K | trimmed |
| Vann Equity Management LLCCOM4.7K shadded | 4.7K | $703.1K | added |
| WoodTrust Financial CorpCOMMON4.5K shheld | 4.5K | $673K | held |
| JUNCTURE WEALTH STRATEGIES, LLCCOM4.2K shtrimmed | 4.2K | $629.1K | trimmed |
| JACOBS & CO/CACOM4.1K shheld | 4.1K | $609K | held |
| Sound Income Strategies, LLCCOM4K shadded | 4K | $581.1K | added |
| Cooper Financial GroupCOM3.8K shtrimmed | 3.8K | $569.5K | trimmed |
| Hamilton Capital, LLCCOM3.8K shadded | 3.8K | $565.4K | added |
| STEPH & COCOM3.7K shtrimmed | 3.7K | $557.7K | trimmed |
| Capital Advisors Wealth Management, LLCCOM3.6K shadded | 3.6K | $541.8K | added |
| M.E. ALLISON & CO., INC.COM3.6K shheld | 3.6K | $541.5K | held |
| Bullock Wealth Management GroupStock3.7K shadded | 3.7K | $541K | added |
| Atlas Brown,Inc.Stock3.5K shadded | 3.5K | $523.1K | added |
| Rosenberg Matthew HamiltonStock3.4K shtrimmed | 3.4K | $506.3K | trimmed |
| Bill Few Associates, Inc.COM3.3K shadded | 3.3K | $484.4K | added |
| Kaizen Financial StrategiesCOM3K shadded | 3K | $444.8K | added |
| TrueWealth Advisors, LLCCOM3K shtrimmed | 3K | $444.1K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM3K shadded | 3K | $444K | added |
| Intelligence Driven Advisers, LLCCOM2.9K shtrimmed | 2.9K | $430.8K | trimmed |
| Apella Capital, LLCCOM2.9K shadded | 2.9K | $424.2K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM2.8K shtrimmed | 2.8K | $421.8K | trimmed |
| EASTERN BANKCOM2.7K shheld | 2.7K | $403.9K | held |
| Ridgewood Investments LLCCOM2.7K shheld | 2.7K | $397.4K | held |
| AVAII WEALTH MANAGEMENT, LLCCOM2.6K shtrimmed | 2.6K | $377.7K | trimmed |
| Decker Wealth Management LLCCOM2.5K shtrimmed | 2.5K | $367.6K | trimmed |
| Byrne Asset Management LLCCOM2.5K shheld | 2.5K | $366.5K | held |
| Oak Grove Capital LLCCOM2.4K shheld | 2.4K | $362.3K | held |
| Acropolis Investment Management, LLCCOM2.3K shadded | 2.3K | $348.3K | added |
| Veery Capital, LLCCOM2.3K shadded | 2.3K | $347.7K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM2.3K shadded | 2.3K | $340.3K | added |
| TOMPKINS FINANCIAL CORPCOM2.2K shtrimmed | 2.2K | $333.3K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM2.2K shadded | 2.2K | $330K | added |
| CoreCap Advisors, LLCStock2.2K shtrimmed | 2.2K | $321.7K | trimmed |
| Successful Portfolios LLCCOM2.2K shtrimmed | 2.2K | $312.4K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM2.1K shadded | 2.1K | $309.8K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM2.1K shtrimmed | 2.1K | $308.6K | trimmed |
| Trust CoStock2.1K shtrimmed | 2.1K | $305.5K | trimmed |
| ROCKLAND TRUST COCOM1.9K shtrimmed | 1.9K | $277.7K | trimmed |
| DAVIDSON TRUST COEquities1.9K shtrimmed | 1.9K | $277.1K | trimmed |
| First Heartland Consultants, Inc.COM1.8K shtrimmed | 1.8K | $267.4K | trimmed |
| Quintet Private Bank (Europe) S.A.COM1.8K shtrimmed | 1.8K | $265.3K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM1.7K shtrimmed | 1.7K | $259.3K | trimmed |
| Douglas Lane & Associates, LLCCOMMON1.7K shtrimmed | 1.7K | $253.7K | trimmed |
| New Covenant Trust Company, N.A.COM1.7K sh— | 1.7K | $252.9K | — |
| Legacy Private Trust Co.COM1.7K shtrimmed | 1.7K | $249.8K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.6K shtrimmed | 1.6K | $235.2K | trimmed |
| Echo45 Advisors LLCCOM1.5K sh— | 1.5K | $227.5K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.4K shtrimmed | 1.4K | $208.9K | trimmed |
| Bank of New HampshireCOM1.4K shheld | 1.4K | $208.7K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1.2K shtrimmed | 1.2K | $182.7K | trimmed |
| GK Wealth Management LLCCOM815 sh— | 815 | $121.6K | — |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM660 sh— | 660 | $98.4K | — |
| Dorato Capital ManagementCOM565 shheld | 565 | $83K | held |
| Pacifica Partners Inc.COM310 shheld | 310 | $45.7K | held |
| FIRST COMMUNITY TRUST NACOM285 shheld | 285 | $42.5K | held |
| TOTH FINANCIAL ADVISORY CORPCOM217 shadded | 217 | $32.3K | added |
| Marquette Asset Management, LLCCOM214 shheld | 214 | $31.9K | held |
| Retirement Wealth Solutions LLCCOM163 shadded | 163 | $24.3K | added |
| Matrix Trust CoCOM159 shheld | 159 | $24K | held |
| Davis Capital ManagementStock42 shtrimmed | 42 | $6.3K | trimmed |
| Aventus Investment Advisors, Inc.Stock25 shheld | 25 | $3.7K | held |