| CapWealth Advisors, LLCStock355.9K shtrimmed | 355.9K | $54.7M | trimmed |
| Artemis Investment Management LLPCOM287K shadded | 287K | $44.1M | added |
| VALLEY WEALTH MANAGERS, INC.Stock178.4K shadded | 178.4K | $27.4M | added |
| O'Keefe Stevens Advisory, Inc.COM150.1K shtrimmed | 150.1K | $23.1M | trimmed |
| Mn Services Vermogensbeheer B.V.COM128.7K shheld | 128.7K | $19.8M | held |
| KWMG, LLCCOM107.1K shtrimmed | 107.1K | $16.5M | trimmed |
| Farther Finance Advisors, LLCStock77.2K shadded | 77.2K | $11.9M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock72.1K shtrimmed | 72.1K | $11.1M | trimmed |
| Werlinich Asset Management, LLCCOM71K shadded | 71K | $10.9M | added |
| NEVILLE RODIE & SHAW INCCOM66.9K shtrimmed | 66.9K | $10.3M | trimmed |
| AVAII WEALTH MANAGEMENT, LLCCOM55.5K shadded | 55.5K | $9.1M | added |
| BONNESS ENTERPRISES INCCOM52.8K shheld | 52.8K | $8.1M | held |
| JACOBS & CO/CACLA44.9K shtrimmed | 44.9K | $6.9M | trimmed |
| Central Pacific Bank - Trust DivisionCOM41.1K shtrimmed | 41.1K | $6.3M | trimmed |
| Venture Visionary Partners LLCCOM40.7K shadded | 40.7K | $6.3M | added |
| CoreCap Advisors, LLCStock39.7K shtrimmed | 39.7K | $6.1M | trimmed |
| LAWOOD & COCommon Stock37.9K shtrimmed | 37.9K | $5.8M | trimmed |
| Overbrook Management CorpCOM27.1K shtrimmed | 27.1K | $4.2M | trimmed |
| Kessler Investment Group, LLCCOM23.3K shadded | 23.3K | $3.6M | added |
| CENTRAL BANK & TRUST COEquities22.3K shadded | 22.3K | $3.4M | added |
| GAMMA Investing LLCCommon Stock21.9K shadded | 21.9K | $3.4M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock21.7K shtrimmed | 21.7K | $3.3M | trimmed |
| Green Alpha Advisors, LLCCOM20.1K shtrimmed | 20.1K | $3.1M | trimmed |
| Byrne Asset Management LLCCOM18.2K shadded | 18.2K | $2.9M | added |
| MFG WEALTH MANAGEMENT, INC.COM18.9K shadded | 18.9K | $2.9M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM17.5K shadded | 17.5K | $2.7M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom17.4K shtrimmed | 17.4K | $2.7M | trimmed |
| Legacy Private Trust Co.COM17.1K shadded | 17.1K | $2.6M | added |
| TOMPKINS FINANCIAL CORPCOM16.9K shtrimmed | 16.9K | $2.6M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCOM13.7K shadded | 13.7K | $2.1M | added |
| PARK NATIONAL CORP /OH/Com11.1K shtrimmed | 11.1K | $1.7M | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM11.1K shadded | 11.1K | $1.7M | added |
| Wedmont Private CapitalCOM10.7K shadded | 10.7K | $1.6M | added |
| Valeo Financial Advisors, LLCStock10.5K shtrimmed | 10.5K | $1.6M | trimmed |
| Lincoln Capital LLCCOM10.4K shheld | 10.4K | $1.6M | held |
| Cooper Financial GroupCOM9.1K shtrimmed | 9.1K | $1.4M | trimmed |
| Balefire, LLCCOM8.9K shtrimmed | 8.9K | $1.4M | trimmed |
| Bank of New HampshireCOM8.8K shtrimmed | 8.8K | $1.4M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM8.7K shtrimmed | 8.7K | $1.3M | trimmed |
| Post Resch Tallon Group Inc.COM8K shtrimmed | 8K | $1.2M | trimmed |
| EASTERN BANKCOM8K shadded | 8K | $1.2M | added |
| Trinity Financial Advisors LLCCOM7.5K shheld | 7.5K | $1.2M | held |
| Wealth Enhancement Trust Services, Inc.COM7.4K shtrimmed | 7.4K | $1.1M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM6.7K shtrimmed | 6.7K | $1M | trimmed |
| Bangor Savings BankCOM6.5K shtrimmed | 6.5K | $1M | trimmed |
| Partnership Wealth Management, LLCStock6.5K shheld | 6.5K | $999.4K | held |
| CenterStar Asset Management, LLCCOM6.4K shtrimmed | 6.4K | $984.1K | trimmed |
| Nautilus Advisors LLCCOM6.1K shadded | 6.1K | $933.3K | added |
| SAPIENT CAPITAL LLCCOM5.5K shadded | 5.5K | $852.3K | added |
| Successful Portfolios LLCCOM5K shtrimmed | 5K | $805.1K | trimmed |
| Veracity Capital LLCCOM5.1K shtrimmed | 5.1K | $784.6K | trimmed |
| Apella Capital, LLCCOM4.5K shadded | 4.5K | $741.6K | added |
| Emergent Wealth Advisors, LLCCOM4.8K shadded | 4.8K | $735.8K | added |
| Graves Light Lenhart Wealth, Inc.COM4.8K shtrimmed | 4.8K | $735.1K | trimmed |
| Everhart Financial Group, Inc.COM4.7K shadded | 4.7K | $724.8K | added |
| VISTA INVESTMENT PARTNERS LLCCOM4.6K shadded | 4.6K | $702.8K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM4.4K shadded | 4.4K | $669.9K | added |
| ARMSTRONG HENRY H ASSOCIATES INCCOM4.3K shheld | 4.3K | $661.2K | held |
| Grove Bank & TrustCOM4.3K shadded | 4.3K | $655.2K | added |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM4.1K shheld | 4.1K | $634.3K | held |
| ROCKLAND TRUST COCOM4.1K shadded | 4.1K | $633.5K | added |
| CenterStar Asset Management, LLCCOM4.1K shtrimmed | 4.1K | $630.4K | trimmed |
| CHAPIN DAVIS, INC.COM3.8K shtrimmed | 3.8K | $589.2K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.8K shadded | 3.8K | $579.8K | added |
| Avidian Wealth Enterprises, LLCCOM3.5K shadded | 3.5K | $540.9K | added |
| ACIMA PRIVATE WEALTH, LLCStock3.2K shheld | 3.2K | $492K | held |
| Lake Hills Wealth Management, LLCCOM3.1K sh— | 3.1K | $483.3K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3K shadded | 3K | $464.2K | added |
| Shira Ridge Wealth ManagementCOM2.8K shadded | 2.8K | $429.6K | added |
| Hummer Financial Advisory Services IncCOM2.7K shadded | 2.7K | $409.8K | added |
| Oak Grove Capital LLCCOM2.6K shadded | 2.6K | $399.8K | added |
| Dakota Community Bank & Trust NACOM2.5K shheld | 2.5K | $389.6K | held |
| Red Spruce Capital, LLCCOM2.5K shadded | 2.5K | $388.6K | added |
| Breakwater Capital GroupCOM2.5K shtrimmed | 2.5K | $381.5K | trimmed |
| S.E.E.D. Planning Group LLCCOM2.3K shadded | 2.3K | $358K | added |
| ARGUS INVESTORS' COUNSEL, INC.COM2.3K shadded | 2.3K | $355.5K | added |
| Bill Few Associates, Inc.COM2.3K shtrimmed | 2.3K | $349.8K | trimmed |
| Bath Savings Trust CoCommon Stock2.2K shadded | 2.2K | $341.3K | added |
| Elm3 Financial Group, LLCCOM2.2K sh— | 2.2K | $331.5K | — |
| Adelphi Trust CoCommon Stock2K shadded | 2K | $302K | added |
| KFA Private Wealth Group, LLCCOM1.9K shadded | 1.9K | $296.6K | added |
| Douglas Lane & Associates, LLCCOMMON1.9K shtrimmed | 1.9K | $286.8K | trimmed |
| Olistico Wealth, LLCStock1.9K shadded | 1.9K | $286K | added |
| GK Wealth Management LLCCOM1.7K shadded | 1.7K | $260.1K | added |
| First Heartland Consultants, Inc.COM1.5K shadded | 1.5K | $237.1K | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock1.5K shadded | 1.5K | $236.9K | added |
| SACKS & ASSOCIATES, LLCCOM1.5K sh— | 1.5K | $234.6K | — |
| Rosenberg Matthew HamiltonStock1.5K shadded | 1.5K | $227K | added |
| Tactive Advisors, LLCCOM1.4K shtrimmed | 1.4K | $217.8K | trimmed |
| Greenfield Savings BankCOM1.4K shheld | 1.4K | $207.6K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM658 shtrimmed | 658 | $101.2K | trimmed |
| Trust CoStock546 shadded | 546 | $84K | added |
| FIRST COMMUNITY TRUST NACOM280 shheld | 280 | $43.1K | held |
| Quintet Private Bank (Europe) S.A.COM240 shadded | 240 | $36.9K | added |
| Pacifica Partners Inc.COM200 shheld | 200 | $32.1K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM195 shtrimmed | 195 | $30K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM173 shadded | 173 | $26.6K | added |
| Marquette Asset Management, LLCCOM147 shheld | 147 | $22.6K | held |
| Valeo Financial Advisors, LLCStock100 shtrimmed | 100 | $15.4K | trimmed |
| ATWOOD & PALMER INCCOM100 shheld | 100 | $15.4K | held |
| Retirement Wealth Solutions LLCCOM73 shadded | 73 | $11.2K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock65 shheld | 65 | $10K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM20 sh— | 20 | $3.1K | — |
| Davis Capital ManagementStock19 shtrimmed | 19 | $2.9K | trimmed |