| Border to Coast Pensions Partnership LtdCommon Stock450K shtrimmed | 450K | $41M | trimmed |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM99.7K shtrimmed | 99.7K | $9.1M | trimmed |
| Mirador Capital Partners LPCOM96K shtrimmed | 96K | $8.8M | trimmed |
| Castleview Partners, LLCCOM61K shadded | 61K | $5.6M | added |
| Farther Finance Advisors, LLCStock36.9K shadded | 36.9K | $3.4M | added |
| Cadent Capital Advisors, LLCCOM23K shtrimmed | 23K | $2.1M | trimmed |
| Venture Visionary Partners LLCCOM17.7K shtrimmed | 17.7K | $1.6M | trimmed |
| GAMMA Investing LLCCommon Stock16.8K shadded | 16.8K | $1.5M | added |
| STABLEFORD CAPITAL II LLCCOM14.5K shtrimmed | 14.5K | $1.3M | trimmed |
| Wedmont Private CapitalCOM14.6K shadded | 14.6K | $1.3M | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM13.1K shtrimmed | 13.1K | $1.2M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM11.5K shadded | 11.5K | $1.1M | added |
| Balefire, LLCCOM11.3K shadded | 11.3K | $1M | added |
| CenterStar Asset Management, LLCCOM11K sh— | 11K | $1M | — |
| Adams Asset Advisors, LLCCOM10.8K sh— | 10.8K | $986K | — |
| CANANDAIGUA NATIONAL BANK & TRUST COCom9.8K shtrimmed | 9.8K | $896.9K | trimmed |
| CenterStar Asset Management, LLCCOM8.9K sh— | 8.9K | $812.2K | — |
| SAPIENT CAPITAL LLCCOM8.8K shtrimmed | 8.8K | $800.5K | trimmed |
| Gridiron Partners, LLCCOM7.7K shheld | 7.7K | $704.5K | held |
| Canandaigua National Trust Co of FloridaCom6.7K shadded | 6.7K | $608.4K | added |
| Investors Research CorpCOM6.6K shheld | 6.6K | $600.3K | held |
| Douglas Lane & Associates, LLCCOMMON6.2K shtrimmed | 6.2K | $566.9K | trimmed |
| Valeo Financial Advisors, LLCStock5.8K shadded | 5.8K | $530.1K | added |
| Apella Capital, LLCCOM4.3K shadded | 4.3K | $381.6K | added |
| Hardin Capital Partners, LLCCOM3.9K shheld | 3.9K | $358.6K | held |
| Athena Wealth Management, LLCCOM3.3K shadded | 3.3K | $304.6K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.3K shtrimmed | 3.3K | $303.9K | trimmed |
| Everhart Financial Group, Inc.COM3.2K shadded | 3.2K | $293K | added |
| RIVERSEDGE ADVISORS, LLCCOM2.8K sh— | 2.8K | $259.7K | — |
| Wealth Science Advisors LLCCOM2.7K shtrimmed | 2.7K | $248.8K | trimmed |
| Avidian Wealth Enterprises, LLCCOM2.7K shadded | 2.7K | $243.3K | added |
| Central Pacific Bank - Trust DivisionCOM2.5K shtrimmed | 2.5K | $223.7K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2K shtrimmed | 2K | $180.7K | trimmed |
| Rosenberg Matthew HamiltonStock1.8K shtrimmed | 1.8K | $168.1K | trimmed |
| EASTERN BANKCOM547 shadded | 547 | $49.9K | added |
| CoreCap Advisors, LLCStock540 shadded | 540 | $49.3K | added |
| STEPH & COCOM276 shadded | 276 | $25.2K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM232 shheld | 232 | $21.2K | held |
| Grove Bank & TrustCOM214 shtrimmed | 214 | $19.5K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM111 shadded | 111 | $10.1K | added |
| Retirement Wealth Solutions LLCCOM36 shadded | 36 | $3.3K | added |
| TOTH FINANCIAL ADVISORY CORPCOM25 shadded | 25 | $2.3K | added |
| Davis Capital ManagementStock22 shadded | 22 | $2K | added |
| Wealth Enhancement Trust Services, Inc.COM10 shheld | 10 | $913 | held |
| Trust CoStock6 shheld | 6 | $549 | held |
| GK Wealth Management LLCCOM1 sh— | 1 | $66 | — |