| Mn Services Vermogensbeheer B.V.COM NEW385K shadded | 385K | $75M | added |
| EASTERN BANKCOM NEW265K shtrimmed | 265K | $51.7M | trimmed |
| JIA INVESTMENT ALLIANCE PTE. LTD.COM NEW242K shheld | 242K | $47.2M | held |
| Quintet Private Bank (Europe) S.A.COM NEW175.2K shadded | 175.2K | $34.1M | added |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM164.1K shadded | 164.1K | $32M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW130.6K shtrimmed | 130.6K | $25.5M | trimmed |
| Gradient Investments LLCCOM NEW85.9K shadded | 85.9K | $16.7M | added |
| CONGRESS ASSET MANAGEMENT COCOM76.7K shtrimmed | 76.7K | $14.9M | trimmed |
| Mirador Capital Partners LPCOM NEW59K shheld | 59K | $11.5M | held |
| Farther Finance Advisors, LLCStock52.6K shadded | 52.6K | $10.3M | added |
| Insight Wealth Strategies, LLCCOM NEW44.7K shadded | 44.7K | $8.7M | added |
| GAMMA Investing LLCCommon Stock40.5K shadded | 40.5K | $7.9M | added |
| Kessler Investment Group, LLCCOM NEW37.7K shtrimmed | 37.7K | $7.4M | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock31.8K shtrimmed | 31.8K | $6.2M | trimmed |
| CENTRAL BANK & TRUST COEquities29.8K shtrimmed | 29.8K | $5.8M | trimmed |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM NEW28.7K shadded | 28.7K | $5.6M | added |
| Wedmont Private CapitalCOM NEW21.4K shadded | 21.4K | $4.2M | added |
| CoreCap Advisors, LLCStock19K shtrimmed | 19K | $3.7M | trimmed |
| CenterStar Asset Management, LLCCOM NEW18K shadded | 18K | $3.5M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM NEW17.2K shtrimmed | 17.2K | $3.4M | trimmed |
| Stokes Capital Advisors, LLCCOM NEW16.9K shadded | 16.9K | $3.3M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock11K shadded | 11K | $2.1M | added |
| BOS Asset Management, LLCCOM NEW9.2K shtrimmed | 9.2K | $1.8M | trimmed |
| Crumly & Associates Inc.COM NEW8.7K shtrimmed | 8.7K | $1.7M | trimmed |
| Brown Shipley& Co LtdCOM NEW7.9K sh— | 7.9K | $1.5M | — |
| Valeo Financial Advisors, LLCStock7.6K shadded | 7.6K | $1.5M | added |
| Grove Bank & TrustCOM NEW7.2K shadded | 7.2K | $1.4M | added |
| Avidian Wealth Enterprises, LLCCOM NEW6.6K shadded | 6.6K | $1.3M | added |
| ARGUS INVESTORS' COUNSEL, INC.COM6.6K shadded | 6.6K | $1.3M | added |
| Dorato Capital ManagementCOM NEW6.5K shtrimmed | 6.5K | $1.3M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock6.3K shadded | 6.3K | $1.2M | added |
| Everhart Financial Group, Inc.COM NEW6.2K shadded | 6.2K | $1.2M | added |
| Westwind CapitalStock6.2K shtrimmed | 6.2K | $1.2M | trimmed |
| CenterStar Asset Management, LLCCOM NEW5.8K shadded | 5.8K | $1.1M | added |
| Sound Income Strategies, LLCCOM NEW5.1K shtrimmed | 5.1K | $993.6K | trimmed |
| Elm3 Financial Group, LLCCOM NEW4.9K shtrimmed | 4.9K | $954.2K | trimmed |
| MFA WEALTH ADVISORS, LLCCOM NEW4.9K shtrimmed | 4.9K | $952K | trimmed |
| Cooper Financial GroupCOM NEW4.4K shtrimmed | 4.4K | $865.7K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW4.3K shadded | 4.3K | $832.9K | added |
| Balefire, LLCCOM NEW3.9K shtrimmed | 3.9K | $753.8K | trimmed |
| Whalen Wealth Management Inc.COM NEW3.8K shadded | 3.8K | $744.8K | added |
| Apella Capital, LLCCOM NEW3.8K shtrimmed | 3.8K | $743K | trimmed |
| Monument Capital ManagementCOM NEW3.7K shtrimmed | 3.7K | $725.3K | trimmed |
| Prota Financial, LLCCOM NEW3.5K shadded | 3.5K | $697.3K | added |
| Veracity Capital LLCCOM NEW3.2K shadded | 3.2K | $630.1K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom3.1K shtrimmed | 3.1K | $606.4K | trimmed |
| Intelligence Driven Advisers, LLCCOM NEW3.1K shtrimmed | 3.1K | $603.1K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW3.1K shadded | 3.1K | $597.3K | added |
| Paragon Capital Management LtdCOM NEW3K shheld | 3K | $588.7K | held |
| Hummer Financial Advisory Services IncCOM NEW3K shadded | 3K | $584.8K | added |
| Decker Wealth Management LLCCOM NEW2.9K shadded | 2.9K | $569.5K | added |
| Capital Advisors Wealth Management, LLCCOM NEW2.7K shadded | 2.7K | $517.8K | added |
| Bill Few Associates, Inc.COM NEW2.5K shadded | 2.5K | $490K | added |
| Bullock Wealth Management GroupStock2.4K sh— | 2.4K | $473.8K | — |
| Ridgewood Investments LLCCOM NEW2.4K shtrimmed | 2.4K | $463K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2.2K shadded | 2.2K | $436.4K | added |
| Vann Equity Management LLCCOM NEW2.1K sh— | 2.1K | $406.4K | — |
| Douglas Lane & Associates, LLCCOMMON2K shheld | 2K | $393.3K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW2K shheld | 2K | $382.1K | held |
| Venture Visionary Partners LLCCOM NEW1.9K shadded | 1.9K | $374.9K | added |
| ROCKLAND TRUST COCOM NEW1.9K shtrimmed | 1.9K | $370K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM NEW1.9K shadded | 1.9K | $367.4K | added |
| Plan A Wealth LLCCOM NEW1.9K shtrimmed | 1.9K | $362.2K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM NEW1.8K shadded | 1.8K | $347.8K | added |
| City Center Advisors, LLCCOM NEW1.8K shadded | 1.8K | $346.4K | added |
| Aletheian Wealth Advisors LLCCOM NEW1.8K shtrimmed | 1.8K | $342.9K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW1.7K sh— | 1.7K | $335.7K | — |
| CenterStar Asset Management, LLCCOM NEW1.6K shtrimmed | 1.6K | $311.9K | trimmed |
| New Covenant Trust Company, N.A.COM NEW1.6K shadded | 1.6K | $302.5K | added |
| Wealth Enhancement Trust Services, Inc.COM NEW1.5K shadded | 1.5K | $298.2K | added |
| Hamilton Capital, LLCCOM NEW1.4K shadded | 1.4K | $270.8K | added |
| COLLECTIVE FAMILY OFFICE LLCCOM NEW1.2K shadded | 1.2K | $243.5K | added |
| Nautilus Advisors LLCCOM NEW1.2K shtrimmed | 1.2K | $233.3K | trimmed |
| Atlas Brown,Inc.Stock1.1K shadded | 1.1K | $218.5K | added |
| Breakwater Capital GroupCOM NEW1.1K shheld | 1.1K | $206.6K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW1K shadded | 1K | $201.2K | added |
| Pacifica Partners Inc.COM NEW950 shheld | 950 | $190.3K | held |
| Olistico Wealth, LLCStock659 shadded | 659 | $128.4K | added |
| Byrne Asset Management LLCCOM620 shtrimmed | 620 | $124.2K | trimmed |
| Trust CoStock480 shadded | 480 | $93.6K | added |
| ATWOOD & PALMER INCCOM460 shheld | 460 | $89.7K | held |
| FIRST COMMUNITY TRUST NACOM NEW390 shheld | 390 | $76K | held |
| Paladin Partners, LLCStock330 shheld | 330 | $64.3K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock226 shtrimmed | 226 | $44.1K | trimmed |
| Bangor Savings BankCOM NEW220 shheld | 220 | $42.9K | held |
| Marquette Asset Management, LLCCOM NEW180 shheld | 180 | $35.1K | held |
| STEPH & COCOM NEW158 shtrimmed | 158 | $30.8K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW63 shadded | 63 | $12.3K | added |
| Retirement Wealth Solutions LLCCOM NEW43 shtrimmed | 43 | $8.4K | trimmed |
| Rosenberg Matthew HamiltonStock40 shheld | 40 | $7.8K | held |
| Davis Capital ManagementStock31 shtrimmed | 31 | $6K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW2 sh— | 2 | $390 | — |