| Mn Services Vermogensbeheer B.V.COM NEW104.7K shadded | 104.7K | $42.6M | added |
| Douglas Lane & Associates, LLCCOMMON102.9K shadded | 102.9K | $41.8M | added |
| Gradient Investments LLCCOM NEW50.3K shadded | 50.3K | $20.4M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock41.6K shadded | 41.6K | $16.9M | added |
| S.E.E.D. Planning Group LLCCOM NEW33.6K shadded | 33.6K | $13.7M | added |
| CONGRESS ASSET MANAGEMENT COCOM33.1K shtrimmed | 33.1K | $13.5M | trimmed |
| JACOBS & CO/CACOMNEW29.3K shadded | 29.3K | $11.9M | added |
| YHB Investment Advisors, Inc.COM NEW23.7K shadded | 23.7K | $9.6M | added |
| Farther Finance Advisors, LLCStock22.8K shadded | 22.8K | $9.3M | added |
| Westwind CapitalStock21.1K shtrimmed | 21.1K | $8.6M | trimmed |
| Eastover Investment Advisors LLCCOM NEW15.3K shadded | 15.3K | $6.2M | added |
| CENTRAL BANK & TRUST COEquities15.2K shadded | 15.2K | $6.2M | added |
| TOMPKINS FINANCIAL CORPCOM NEW13.9K shtrimmed | 13.9K | $5.7M | trimmed |
| Bath Savings Trust CoCommon Stock12.4K shtrimmed | 12.4K | $5.1M | trimmed |
| Wealth Enhancement Trust Services, Inc.COM NEW8.5K shtrimmed | 8.5K | $3.4M | trimmed |
| Wedmont Private CapitalCOM NEW8.2K shadded | 8.2K | $3.4M | added |
| GAMMA Investing LLCCommon Stock8.3K shadded | 8.3K | $3.4M | added |
| Bell Asset Management LtdCOM NEW6.6K sh— | 6.6K | $2.7M | — |
| Venture Visionary Partners LLCCOM NEW6.4K shadded | 6.4K | $2.6M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW5.9K shadded | 5.9K | $2.4M | added |
| WoodTrust Financial CorpCOMMON5.9K shadded | 5.9K | $2.4M | added |
| NEVILLE RODIE & SHAW INCCOM5.4K shtrimmed | 5.4K | $2.2M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock5K shadded | 5K | $2M | added |
| Central Pacific Bank - Trust DivisionCOM NEW4.9K shtrimmed | 4.9K | $2M | trimmed |
| Legacy Wealth Asset Management, LLCCOM NEW4.9K shadded | 4.9K | $2M | added |
| Gallagher Capital Advisors, LLCCOM NEW4.5K shtrimmed | 4.5K | $1.8M | trimmed |
| Quintet Private Bank (Europe) S.A.COM NEW3.9K shtrimmed | 3.9K | $1.6M | trimmed |
| Strong Retirement Solutions LLCCOM NEW3.7K shadded | 3.7K | $1.5M | added |
| Everhart Financial Group, Inc.COM NEW3.3K shtrimmed | 3.3K | $1.3M | trimmed |
| Apella Capital, LLCCOM NEW3.2K shadded | 3.2K | $1.3M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.9K shadded | 2.9K | $1.2M | added |
| Valeo Financial Advisors, LLCStock2.5K shtrimmed | 2.5K | $1M | trimmed |
| SAPIENT CAPITAL LLCCOM NEW2.4K shtrimmed | 2.4K | $991K | trimmed |
| Vann Equity Management LLCCOM NEW2.2K shtrimmed | 2.2K | $879K | trimmed |
| Avidian Wealth Enterprises, LLCCOM NEW1.9K shadded | 1.9K | $774.2K | added |
| DECISION INVESTMENTS, INCCOM NEW1.9K shadded | 1.9K | $768.5K | added |
| Grove Bank & TrustCOM NEW1.7K shtrimmed | 1.7K | $699.8K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM NEW1.7K shadded | 1.7K | $672.6K | added |
| PARK NATIONAL CORP /OH/Com1.6K shtrimmed | 1.6K | $655.5K | trimmed |
| First Heartland Consultants, Inc.COM NEW1.5K shadded | 1.5K | $620.5K | added |
| Paladin Partners, LLCStock1.4K shheld | 1.4K | $578.2K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM NEW1.3K shtrimmed | 1.3K | $535.5K | trimmed |
| Whalen Wealth Management Inc.COM NEW1.3K shadded | 1.3K | $530.4K | added |
| CoreCap Advisors, LLCStock1.3K shadded | 1.3K | $528.5K | added |
| Canandaigua National Trust Co of FloridaCom1.2K sh— | 1.2K | $497.7K | — |
| Private Capital Advisors, Inc.COM1.2K sh— | 1.2K | $495.3K | — |
| EASTERN BANKCOM NEW1.2K shtrimmed | 1.2K | $494.1K | trimmed |
| Veery Capital, LLCCOM NEW1.1K shheld | 1.1K | $465.6K | held |
| Cooper Financial GroupCOM NEW1.1K shtrimmed | 1.1K | $464.8K | trimmed |
| Acropolis Investment Management, LLCCOM NEW1.1K shtrimmed | 1.1K | $451.8K | trimmed |
| Sound Income Strategies, LLCCOM NEW1.1K shadded | 1.1K | $439.1K | added |
| Elm3 Financial Group, LLCCOM NEW1.1K sh— | 1.1K | $431K | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.1K shadded | 1.1K | $427.8K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM NEW1.1K shadded | 1.1K | $424.9K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW1K shtrimmed | 1K | $413.1K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock966 shadded | 966 | $392.8K | added |
| Ledgewood Wealth Advisors, LLCCOM NEW950 shheld | 950 | $386.3K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW897 shadded | 897 | $364.7K | added |
| HALL LAURIE J TRUSTEEEquities825 shtrimmed | 825 | $335.5K | trimmed |
| LifeGoal Investments, LLCCOM NEW823 sh— | 823 | $334.7K | — |
| M.E. ALLISON & CO., INC.COM NEW765 shheld | 765 | $311.1K | held |
| Balefire, LLCCOM NEW730 shtrimmed | 730 | $296.8K | trimmed |
| Red Spruce Capital, LLCCOM NEW625 shtrimmed | 625 | $254.1K | trimmed |
| Trust CoStock612 shheld | 612 | $248.9K | held |
| Atlas Brown,Inc.Stock563 shadded | 563 | $229K | added |
| Successful Portfolios LLCCOM NEW534 shadded | 534 | $215.8K | added |
| Rosenberg Matthew HamiltonStock510 shadded | 510 | $207.4K | added |
| Breakwater Capital GroupCOM NEW499 shadded | 499 | $202.9K | added |
| Sunburst Financial Group, LLCCOM NEW494 shtrimmed | 494 | $200.9K | trimmed |
| GK Wealth Management LLCCOM NEW311 shtrimmed | 311 | $126.5K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW283 shtrimmed | 283 | $115.1K | trimmed |
| Valeo Financial Advisors, LLCStock100 shtrimmed | 100 | $40.7K | trimmed |
| Olistico Wealth, LLCStock99 shheld | 99 | $40.3K | held |
| Byrne Asset Management LLCCOM86 shadded | 86 | $34.5K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW66 sh— | 66 | $26.8K | — |
| Marquette Asset Management, LLCCOM NEW59 shadded | 59 | $24K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW50 shadded | 50 | $20.3K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW23 shadded | 23 | $9.4K | added |
| Pacifica Partners Inc.COM NEW22 shheld | 22 | $8.8K | held |
| Retirement Wealth Solutions LLCCOM NEW16 shadded | 16 | $6.5K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW15 sh— | 15 | $6.1K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock12 shtrimmed | 12 | $4.9K | trimmed |
| Davis Capital ManagementStock11 shtrimmed | 11 | $4.5K | trimmed |
| ATWOOD & PALMER INCCOM4 shtrimmed | 4 | $1.6K | trimmed |