| VALLEY WEALTH MANAGERS, INC.Stock386.7K shadded | 386.7K | $22.7M | added |
| Mn Services Vermogensbeheer B.V.COM160.7K shheld | 160.7K | $9.4M | held |
| Financial Enhancement Group LLCCOM136K shadded | 136K | $8.1M | added |
| KWMG, LLCCOM121.3K shadded | 121.3K | $7.1M | added |
| CenterStar Asset Management, LLCCOM90.3K shadded | 90.3K | $5.3M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock52.5K shadded | 52.5K | $3.1M | added |
| Horrell Capital Management, Inc.COM38.6K shtrimmed | 38.6K | $2.3M | trimmed |
| CoreCap Advisors, LLCStock37.4K shadded | 37.4K | $2.2M | added |
| Farther Finance Advisors, LLCStock36.1K shadded | 36.1K | $2.1M | added |
| GAMMA Investing LLCCommon Stock34.5K shadded | 34.5K | $2M | added |
| CenterStar Asset Management, LLCCOM31K shadded | 31K | $1.8M | added |
| Acropolis Investment Management, LLCCOM28.7K shtrimmed | 28.7K | $1.7M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM23.2K shadded | 23.2K | $1.4M | added |
| INSPIRION WEALTH ADVISORS, LLCCOM19.5K shadded | 19.5K | $1.1M | added |
| Gerald Baker Financial Group LLCCOM18.3K shadded | 18.3K | $1.1M | added |
| Atlas Brown,Inc.Stock13.1K shtrimmed | 13.1K | $770.5K | trimmed |
| Venture Visionary Partners LLCCOM13K shadded | 13K | $763.5K | added |
| Everhart Financial Group, Inc.COM13K shadded | 13K | $761.5K | added |
| Factor Wealth Management LTDCOM12.4K shadded | 12.4K | $728K | added |
| PARK NATIONAL CORP /OH/Com12.2K shtrimmed | 12.2K | $717.4K | trimmed |
| Apella Capital, LLCCOM11.4K shadded | 11.4K | $676.7K | added |
| Wedmont Private CapitalCOM10.1K shadded | 10.1K | $619.5K | added |
| Shulman DeMeo Asset Management LLCCOM10.3K shtrimmed | 10.3K | $603.3K | trimmed |
| Valeo Financial Advisors, LLCStock9.7K shadded | 9.7K | $570.4K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM8.6K shtrimmed | 8.6K | $506.8K | trimmed |
| BOS Asset Management, LLCCOM8.3K shheld | 8.3K | $488K | held |
| Balefire, LLCCOM7.9K shtrimmed | 7.9K | $460.6K | trimmed |
| Sound Income Strategies, LLCCOM6.7K shadded | 6.7K | $413.5K | added |
| Cooper Financial GroupCOM6.1K shadded | 6.1K | $354.9K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.9K shtrimmed | 5.9K | $343K | trimmed |
| Monument Capital ManagementCOM5.8K sh— | 5.8K | $340.6K | — |
| Hummer Financial Advisory Services IncCOM5.1K shheld | 5.1K | $301.7K | held |
| RIVERSEDGE ADVISORS, LLCCOM4.3K sh— | 4.3K | $251.1K | — |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.1K shtrimmed | 4.1K | $240.3K | trimmed |
| Rosenberg Matthew HamiltonStock4K shtrimmed | 4K | $232.4K | trimmed |
| M.E. ALLISON & CO., INC.COM3.9K shheld | 3.9K | $231.1K | held |
| Veery Capital, LLCCOM3.4K shtrimmed | 3.4K | $201.4K | trimmed |
| Central Pacific Bank - Trust DivisionCOM2.7K shtrimmed | 2.7K | $158K | trimmed |
| Dorato Capital ManagementCOM2.1K shheld | 2.1K | $121.5K | held |
| Grove Bank & TrustCOM1K shtrimmed | 1K | $58.7K | trimmed |
| GK Wealth Management LLCCOM557 sh— | 557 | $32.6K | — |
| Bullock Wealth Management GroupStock512 shadded | 512 | $30.5K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM508 sh— | 508 | $29.8K | — |
| Marquette Asset Management, LLCCOM242 shadded | 242 | $14.2K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM56 shheld | 56 | $3.3K | held |
| Bangor Savings BankCOM50 shheld | 50 | $2.9K | held |
| TOTH FINANCIAL ADVISORY CORPCOM49 shadded | 49 | $2.9K | added |
| Retirement Wealth Solutions LLCCOM27 shadded | 27 | $1.6K | added |
| Davis Capital ManagementStock13 shadded | 13 | $762 | added |
| Trust CoStock5 shheld | 5 | $295 | held |