| ATWOOD & PALMER INCCOM66.1K shadded | 66.1K | $15.6M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock59.8K shtrimmed | 59.8K | $14.2M | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock47.5K shadded | 47.5K | $11.2M | added |
| SPRING CAPITAL MANAGEMENT, LLCCOM26.7K shadded | 26.7K | $6.3M | added |
| Horrell Capital Management, Inc.COM19.3K shtrimmed | 19.3K | $4.6M | trimmed |
| YHB Investment Advisors, Inc.COM16.2K shadded | 16.2K | $3.8M | added |
| GAMMA Investing LLCCommon Stock6.2K shadded | 6.2K | $1.5M | added |
| Farther Finance Advisors, LLCStock5.9K shadded | 5.9K | $1.4M | added |
| Apella Capital, LLCCOM5.5K shadded | 5.5K | $1.3M | added |
| Norman Fields, Gottscho Capital Management, LLCCOM5.4K shheld | 5.4K | $1.3M | held |
| Applied Capital LLC/FLCOM4.1K shtrimmed | 4.1K | $975.8K | trimmed |
| Stokes Capital Advisors, LLCCOM4.1K shheld | 4.1K | $964.4K | held |
| Bullock Wealth Management GroupStock3.6K shtrimmed | 3.6K | $861.3K | trimmed |
| PFW Advisors LLCCOM3.5K shtrimmed | 3.5K | $836.3K | trimmed |
| Dorato Capital ManagementCOM3.5K shadded | 3.5K | $807K | added |
| Balefire, LLCCOM3.3K shtrimmed | 3.3K | $784.2K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM2.9K shadded | 2.9K | $690.9K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.9K shadded | 2.9K | $688.3K | added |
| Werlinich Asset Management, LLCCOM2.7K shadded | 2.7K | $638.6K | added |
| Valeo Financial Advisors, LLCStock2.7K shadded | 2.7K | $637.7K | added |
| Ridgewood Investments LLCCOM2.6K sh— | 2.6K | $612.1K | — |
| Capital Advisors Wealth Management, LLCCOM2.3K shtrimmed | 2.3K | $538.3K | trimmed |
| Wedmont Private CapitalCOM2.1K shadded | 2.1K | $485.6K | added |
| Greenfield Savings BankCOM2K shtrimmed | 2K | $467.6K | trimmed |
| CogentBlue Wealth Advisors, LLCCOM1.8K shheld | 1.8K | $436.9K | held |
| EASTERN BANKCOM1.8K shheld | 1.8K | $425.7K | held |
| JUNCTURE WEALTH STRATEGIES, LLCCOM1.8K shtrimmed | 1.8K | $416.5K | trimmed |
| Avidian Wealth Enterprises, LLCCOM1.5K shadded | 1.5K | $360.7K | added |
| Everhart Financial Group, Inc.COM1.4K shadded | 1.4K | $337.4K | added |
| Hummer Financial Advisory Services IncCOM1.4K shadded | 1.4K | $323.2K | added |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM1.2K sh— | 1.2K | $281.3K | — |
| BRIGHTON SECURITIES CORP.Common Stock1.1K shtrimmed | 1.1K | $269.8K | trimmed |
| Successful Portfolios LLCCOM1.1K shheld | 1.1K | $251.6K | held |
| Venture Visionary Partners LLCCOM1.1K shadded | 1.1K | $250.1K | added |
| Acropolis Investment Management, LLCCOM963 shtrimmed | 963 | $228K | trimmed |
| ROCKLAND TRUST COCOM851 shadded | 851 | $201.5K | added |
| Central Pacific Bank - Trust DivisionCOM800 shtrimmed | 800 | $189.4K | trimmed |
| TOMPKINS FINANCIAL CORPCOM711 shheld | 711 | $168.4K | held |
| Grove Bank & TrustCOM693 shtrimmed | 693 | $164.1K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM588 shtrimmed | 588 | $139.2K | trimmed |
| Bangor Savings BankCOM580 shtrimmed | 580 | $137.3K | trimmed |
| CoreCap Advisors, LLCStock329 shtrimmed | 329 | $78.1K | trimmed |
| Rosenberg Matthew HamiltonStock306 shheld | 306 | $72.5K | held |
| Wealth Enhancement Trust Services, Inc.COM300 shtrimmed | 300 | $71K | trimmed |
| GK Wealth Management LLCCOM174 sh— | 174 | $41.2K | — |
| TOTH FINANCIAL ADVISORY CORPCOM116 shadded | 116 | $27.5K | added |
| FIRST COMMUNITY TRUST NACOM93 shheld | 93 | $22K | held |
| Byrne Asset Management LLCCOM64 shadded | 64 | $15.3K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM56 shtrimmed | 56 | $13.3K | trimmed |
| Marquette Asset Management, LLCCOM39 shadded | 39 | $9.2K | added |
| Bank of New HampshireCOM30 shheld | 30 | $7.1K | held |
| Retirement Wealth Solutions LLCCOM28 shtrimmed | 28 | $6.6K | trimmed |
| Pacifica Partners Inc.COM15 shheld | 15 | $3.6K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM14 shtrimmed | 14 | $3.3K | trimmed |
| Davis Capital ManagementStock12 shadded | 12 | $2.8K | added |
| Trust CoStock9 shheld | 9 | $2.1K | held |