| EASTERN BANKCOM789.7K shadded | 789.7K | $23.8M | added |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM761.1K shadded | 761.1K | $22.9M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM717.5K shadded | 717.5K | $21.6M | added |
| Gradient Investments LLCCOM553.2K shadded | 553.2K | $16.7M | added |
| Oak Grove Capital LLCCOM439.4K shadded | 439.4K | $13.2M | added |
| SAPIENT CAPITAL LLCCOM401.4K shtrimmed | 401.4K | $12.1M | trimmed |
| Mirador Capital Partners LPCOM349.7K shadded | 349.7K | $10.5M | added |
| Dupree Financial Group, LLCCOM200.7K shadded | 200.7K | $6.1M | added |
| VALLEY WEALTH MANAGERS, INC.Stock169.9K shadded | 169.9K | $5.1M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock168.1K shadded | 168.1K | $5.1M | added |
| Pacifica Partners Inc.COM160.8K shadded | 160.8K | $4.9M | added |
| Avidian Wealth Enterprises, LLCCOM159.1K shadded | 159.1K | $4.8M | added |
| Adams Asset Advisors, LLCCOM136.7K shheld | 136.7K | $4.1M | held |
| Farther Finance Advisors, LLCStock115.8K shtrimmed | 115.8K | $3.5M | trimmed |
| Stokes Capital Advisors, LLCCOM110.1K shadded | 110.1K | $3.3M | added |
| Venture Visionary Partners LLCCOM63.8K shtrimmed | 63.8K | $1.9M | trimmed |
| GAMMA Investing LLCCommon Stock62K shadded | 62K | $1.9M | added |
| Davis Capital ManagementStock45.5K shtrimmed | 45.5K | $1.4M | trimmed |
| CENTRAL BANK & TRUST COEquities43.7K shtrimmed | 43.7K | $1.3M | trimmed |
| TrueWealth Advisors, LLCCOM43.2K shadded | 43.2K | $1.3M | added |
| Wedmont Private CapitalCOM39.8K shtrimmed | 39.8K | $1.3M | trimmed |
| MFG WEALTH MANAGEMENT, INC.COM38.9K shadded | 38.9K | $1.2M | added |
| FELL CAPITAL MANAGEMENT /ADVCOM29.9K shtrimmed | 29.9K | $901.5K | trimmed |
| Investment Partners Asset Management, Inc.COM26.4K shadded | 26.4K | $797.2K | added |
| CHAPIN DAVIS, INC.COM26.2K shtrimmed | 26.2K | $790.9K | trimmed |
| Valeo Financial Advisors, LLCStock25.6K shtrimmed | 25.6K | $770.7K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM21.4K shtrimmed | 21.4K | $643.9K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM21.2K sh— | 21.2K | $638.6K | — |
| Applied Capital LLC/FLCOM20.9K shheld | 20.9K | $631.6K | held |
| SACKS & ASSOCIATES, LLCCOM19.3K shheld | 19.3K | $581.1K | held |
| Sound Income Strategies, LLCCOM17.8K shtrimmed | 17.8K | $574.2K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM18K shheld | 18K | $543.6K | held |
| Post Resch Tallon Group Inc.COM16.5K shtrimmed | 16.5K | $497.2K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM16.2K shtrimmed | 16.2K | $488.2K | trimmed |
| Everhart Financial Group, Inc.COM16.1K shtrimmed | 16.1K | $485.6K | trimmed |
| Ridgewood Investments LLCCOM15.9K shheld | 15.9K | $479.9K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM15.8K shtrimmed | 15.8K | $476.9K | trimmed |
| Hamilton Capital, LLCCOM14.8K shtrimmed | 14.8K | $445.2K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM14.5K shheld | 14.5K | $437.8K | held |
| CoreCap Advisors, LLCStock14.5K shtrimmed | 14.5K | $437.4K | trimmed |
| Atlas Brown,Inc.Stock13.1K shadded | 13.1K | $394.8K | added |
| Rosenberg Matthew HamiltonStock11.8K shtrimmed | 11.8K | $354.4K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM11.6K shtrimmed | 11.6K | $348.3K | trimmed |
| Monument Capital ManagementCOM10.3K shtrimmed | 10.3K | $310.8K | trimmed |
| City Center Advisors, LLCCOM10.2K sh— | 10.2K | $308.1K | — |
| Douglas Lane & Associates, LLCCOMMON10.1K shheld | 10.1K | $304.9K | held |
| Weaver Consulting GroupCOM9.1K shadded | 9.1K | $275.5K | added |
| M.E. ALLISON & CO., INC.COM8.5K shheld | 8.5K | $256.3K | held |
| CapWealth Advisors, LLCStock8.4K sh— | 8.4K | $252.6K | — |
| New Covenant Trust Company, N.A.COM7.8K sh— | 7.8K | $234.8K | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7.7K shtrimmed | 7.7K | $230.9K | trimmed |
| Prota Financial, LLCCOM7.5K shadded | 7.5K | $227.9K | added |
| Apella Capital, LLCCOM6.9K shadded | 6.9K | $218.1K | added |
| Tactive Advisors, LLCCOM7.1K shtrimmed | 7.1K | $212.7K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM6.7K shadded | 6.7K | $200.5K | added |
| ATWOOD & PALMER INCCOM4.2K shadded | 4.2K | $126.6K | added |
| TOTH FINANCIAL ADVISORY CORPCOM3.2K shadded | 3.2K | $96.5K | added |
| TOMPKINS FINANCIAL CORPCOM2.7K shadded | 2.7K | $82.7K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM2.3K shadded | 2.3K | $70.7K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM2K shtrimmed | 2K | $59.6K | trimmed |
| Dorato Capital ManagementCOM1.1K shheld | 1.1K | $34.2K | held |
| Grove Bank & TrustCOM1.1K shheld | 1.1K | $33K | held |
| Retirement Wealth Solutions LLCCOM879 shadded | 879 | $26.5K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM786 shheld | 786 | $23.7K | held |
| Central Pacific Bank - Trust DivisionCOM729 shtrimmed | 729 | $22K | trimmed |
| Marquette Asset Management, LLCCOM290 shheld | 290 | $8.7K | held |
| Olistico Wealth, LLCStock260 shheld | 260 | $7.8K | held |
| Byrne Asset Management LLCCOM219 shheld | 219 | $6.7K | held |
| Investors Research CorpCOM202 shheld | 202 | $6.1K | held |
| Bullock Wealth Management GroupStock47 shheld | 47 | $1.4K | held |
| GK Wealth Management LLCCOM34 sh— | 34 | $1K | — |
| Trust CoStock1 shheld | 1 | $30 | held |