| SAPIENT CAPITAL LLCCOM80.1K shadded | 80.1K | $10.2M | added |
| Mn Services Vermogensbeheer B.V.COM40.1K shheld | 40.1K | $5M | held |
| Keystone Financial Planning, Inc.COM20.2K shtrimmed | 20.2K | $2.5M | trimmed |
| PARK NATIONAL CORP /OH/Com17.7K shtrimmed | 17.7K | $2.2M | trimmed |
| Applied Capital LLC/FLCOM13.4K shtrimmed | 13.4K | $1.7M | trimmed |
| O'Keefe Stevens Advisory, Inc.COM12K shadded | 12K | $1.5M | added |
| Central Pacific Bank - Trust DivisionCOM11.3K shheld | 11.3K | $1.4M | held |
| Valeo Financial Advisors, LLCStock10.7K shadded | 10.7K | $1.3M | added |
| Farther Finance Advisors, LLCStock9.1K shadded | 9.1K | $1.1M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock9K shadded | 9K | $1.1M | added |
| GAMMA Investing LLCCommon Stock7.4K shadded | 7.4K | $932.3K | added |
| EASTERN BANKCOM5.6K shadded | 5.6K | $698.1K | added |
| Bill Few Associates, Inc.COM4.5K shadded | 4.5K | $564.8K | added |
| Kennon-Green & Company, LLCStock3.6K shtrimmed | 3.6K | $457.6K | trimmed |
| Stokes Capital Advisors, LLCCOM3.1K shheld | 3.1K | $389.8K | held |
| Acropolis Investment Management, LLCCOM2.5K shtrimmed | 2.5K | $312.1K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM2.4K shadded | 2.4K | $304.9K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock2.4K shheld | 2.4K | $298.9K | held |
| Plan A Wealth LLCCOM2.3K shadded | 2.3K | $294.1K | added |
| Greenfield Savings BankCOM2.2K shtrimmed | 2.2K | $273.5K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM2K shheld | 2K | $254.4K | held |
| RIVERSEDGE ADVISORS, LLCCOM2K shadded | 2K | $249K | added |
| Exchange BankCOMMON STOCK1.8K shheld | 1.8K | $223.7K | held |
| Paragon Capital Management LtdCOM1.7K sh— | 1.7K | $210.5K | — |
| TOMPKINS FINANCIAL CORPCOM1.3K shheld | 1.3K | $162K | held |
| Bangor Savings BankCOM1K shtrimmed | 1K | $126.6K | trimmed |
| Aventus Investment Advisors, Inc.Stock440 shheld | 440 | $55.3K | held |
| Investors Research CorpCOM396 shtrimmed | 396 | $49.8K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM325 shadded | 325 | $40.9K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock231 shadded | 231 | $29K | added |
| Dorato Capital ManagementCOM175 shheld | 175 | $21.9K | held |
| Olistico Wealth, LLCStock146 shheld | 146 | $18.4K | held |
| CoreCap Advisors, LLCStock124 shtrimmed | 124 | $15.6K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM105 shheld | 105 | $13.2K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock104 shtrimmed | 104 | $13.1K | trimmed |
| GK Wealth Management LLCCOM97 sh— | 97 | $12.2K | — |
| Grove Bank & TrustCOM61 shheld | 61 | $7.7K | held |
| Bank of New HampshireCOM45 shheld | 45 | $5.7K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM40 sh— | 40 | $5K | — |
| Byrne Asset Management LLCCOM25 shheld | 25 | $3.1K | held |
| Bullock Wealth Management GroupStock21 shadded | 21 | $2.6K | added |
| Rosenberg Matthew HamiltonStock17 shheld | 17 | $2.1K | held |
| Retirement Wealth Solutions LLCCOM3 shadded | 3 | $378 | added |
| Trust CoStock3 shheld | 3 | $377 | held |