| CHICKASAW CAPITAL MANAGEMENT LLCCOM893.5K shadded | 893.5K | $240.4M | added |
| Ausbil Investment Management LtdCOM NEW35.8K shtrimmed | 35.8K | $9.6M | trimmed |
| Artemis Investment Management LLPCOM NEW29.7K shadded | 29.7K | $8M | added |
| S.E.E.D. Planning Group LLCCOM NEW19.1K shadded | 19.1K | $5.1M | added |
| Gouws Capital LLCCOM NEW16.6K shadded | 16.6K | $4.5M | added |
| Balefire, LLCCOM NEW14.3K shtrimmed | 14.3K | $3.8M | trimmed |
| Stokes Capital Advisors, LLCCOM NEW14.2K shadded | 14.2K | $3.8M | added |
| Farther Finance Advisors, LLCStock10.2K shadded | 10.2K | $2.8M | added |
| Avidian Wealth Enterprises, LLCCOM NEW8.8K shtrimmed | 8.8K | $2.4M | trimmed |
| Oak Grove Capital LLCCOM NEW8.2K shadded | 8.2K | $2.2M | added |
| Wedmont Private CapitalCOM NEW5.9K shadded | 5.9K | $1.6M | added |
| CoreCap Advisors, LLCStock5.8K shadded | 5.8K | $1.6M | added |
| STABLEFORD CAPITAL II LLCCOM NEW5.6K shtrimmed | 5.6K | $1.5M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW5.3K shadded | 5.3K | $1.4M | added |
| Cox Capital Mgt LLCStock5K shtrimmed | 5K | $1.4M | trimmed |
| SAPIENT CAPITAL LLCCOM NEW4.1K shtrimmed | 4.1K | $1.1M | trimmed |
| Everhart Financial Group, Inc.COM NEW3.7K shadded | 3.7K | $989K | added |
| Gradient Investments LLCCOM NEW3.6K shadded | 3.6K | $958.3K | added |
| Venture Visionary Partners LLCCOM NEW3.2K shtrimmed | 3.2K | $869.5K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM NEW2.9K shadded | 2.9K | $771.3K | added |
| GAMMA Investing LLCCommon Stock2.7K shadded | 2.7K | $719.4K | added |
| Valeo Financial Advisors, LLCStock2.5K shadded | 2.5K | $670.4K | added |
| Plan A Wealth LLCCOM NEW2.3K shadded | 2.3K | $611.8K | added |
| Castleview Partners, LLCCOM NEW2.1K shadded | 2.1K | $557K | added |
| Graves Light Lenhart Wealth, Inc.COM NEW1.6K shadded | 1.6K | $426.7K | added |
| Whalen Wealth Management Inc.COM NEW1.5K shtrimmed | 1.5K | $416.5K | trimmed |
| SACKS & ASSOCIATES, LLCCOM NEW1.4K shtrimmed | 1.4K | $377.2K | trimmed |
| Elm3 Financial Group, LLCCOM NEW1.1K shadded | 1.1K | $294.8K | added |
| Apella Capital, LLCCOM NEW847 shadded | 847 | $230.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM NEW845 sh— | 845 | $227.3K | — |
| CHAPIN DAVIS, INC.COM NEW821 shtrimmed | 821 | $220.9K | trimmed |
| M.E. ALLISON & CO., INC.COM NEW812 shheld | 812 | $218.5K | held |
| Bank of New HampshireCOM NEW500 shheld | 500 | $134.5K | held |
| General Partner, Inc.CL475 shheld | 475 | $127.8K | held |
| ATWOOD & PALMER INCCOM472 shheld | 472 | $127K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW331 shheld | 331 | $89K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW322 shtrimmed | 322 | $86.6K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock142 shtrimmed | 142 | $38.2K | trimmed |
| EASTERN BANKCOM NEW115 shadded | 115 | $30.9K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW95 shheld | 95 | $25.6K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW61 shadded | 61 | $16.4K | added |
| Byrne Asset Management LLCCOM60 shadded | 60 | $16.3K | added |
| Grove Bank & TrustCOM NEW32 shadded | 32 | $8.6K | added |
| GK Wealth Management LLCCOM NEW30 sh— | 30 | $8.2K | — |
| Trust CoStock27 shheld | 27 | $7.3K | held |
| Marquette Asset Management, LLCCOM NEW8 shheld | 8 | $2.2K | held |
| Davis Capital ManagementStock8 shtrimmed | 8 | $2.2K | trimmed |
| Retirement Wealth Solutions LLCCOM NEW5 shadded | 5 | $1.3K | added |