| Hardin Capital Partners, LLCCOM423.2K shtrimmed | 423.2K | $78M | trimmed |
| Douglas Lane & Associates, LLCCOMMON234.3K shadded | 234.3K | $43.2M | added |
| Mn Services Vermogensbeheer B.V.COM164.8K shadded | 164.8K | $30.4M | added |
| EASTERN BANKCOM126.4K shtrimmed | 126.4K | $23.3M | trimmed |
| Gradient Investments LLCCOM96.3K shtrimmed | 96.3K | $17.7M | trimmed |
| ATWOOD & PALMER INCCOM74.6K shadded | 74.6K | $13.7M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock62.5K shadded | 62.5K | $11.5M | added |
| S.E.E.D. Planning Group LLCCOM41.5K shadded | 41.5K | $7.6M | added |
| TOTH FINANCIAL ADVISORY CORPCOM33.9K shtrimmed | 33.9K | $6.2M | trimmed |
| Eastover Investment Advisors LLCCOM32.1K shadded | 32.1K | $5.9M | added |
| Farther Finance Advisors, LLCStock29.2K shadded | 29.2K | $5.4M | added |
| Venture Visionary Partners LLCCOM25.9K shtrimmed | 25.9K | $4.8M | trimmed |
| Legacy Private Trust Co.COM22.6K shtrimmed | 22.6K | $4.2M | trimmed |
| Horrell Capital Management, Inc.COM19.4K shtrimmed | 19.4K | $3.6M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCOM15.7K shtrimmed | 15.7K | $2.9M | trimmed |
| Bell Asset Management LtdCOM13.8K shtrimmed | 13.8K | $2.5M | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock13K shadded | 13K | $2.4M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom12.5K shtrimmed | 12.5K | $2.3M | trimmed |
| GAMMA Investing LLCCommon Stock12.3K shtrimmed | 12.3K | $2.3M | trimmed |
| Iowa State BankCom11.6K shtrimmed | 11.6K | $2.1M | trimmed |
| Central Pacific Bank - Trust DivisionCOM10.7K shheld | 10.7K | $2M | held |
| CoreCap Advisors, LLCStock10.4K shadded | 10.4K | $1.9M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock10.1K shtrimmed | 10.1K | $1.9M | trimmed |
| AVITY INVESTMENT MANAGEMENT INC.COM9.2K shheld | 9.2K | $1.7M | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM9.1K shadded | 9.1K | $1.7M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM9K shtrimmed | 9K | $1.7M | trimmed |
| Ridgewood Investments LLCCOM8.8K shadded | 8.8K | $1.6M | added |
| YHB Investment Advisors, Inc.COM8.1K shtrimmed | 8.1K | $1.5M | trimmed |
| Bangor Savings BankCOM7.8K shtrimmed | 7.8K | $1.4M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7.2K shtrimmed | 7.2K | $1.3M | trimmed |
| Wedmont Private CapitalCOM6.9K shtrimmed | 6.9K | $1.3M | trimmed |
| ACIMA PRIVATE WEALTH, LLCStock6.9K shheld | 6.9K | $1.3M | held |
| Avidian Wealth Enterprises, LLCCOM6.9K shtrimmed | 6.9K | $1.3M | trimmed |
| Peoples Bank/KSCommon Stock6.9K shtrimmed | 6.9K | $1.3M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM6.1K shadded | 6.1K | $1.1M | added |
| Valeo Financial Advisors, LLCStock5.9K shtrimmed | 5.9K | $1.1M | trimmed |
| Bullock Wealth Management GroupStock5.6K shtrimmed | 5.6K | $1M | trimmed |
| PARK NATIONAL CORP /OH/Com5.4K shtrimmed | 5.4K | $1M | trimmed |
| Davis Capital ManagementStock5.4K shtrimmed | 5.4K | $998.9K | trimmed |
| DAVIDSON TRUST COEquities5.3K shtrimmed | 5.3K | $967.7K | trimmed |
| Heartwood Wealth Advisors LLCStock5.1K shtrimmed | 5.1K | $948.7K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM5K shtrimmed | 5K | $913K | trimmed |
| Acropolis Investment Management, LLCCOM4.7K shtrimmed | 4.7K | $869.7K | trimmed |
| Persium Advisors, LLCCOM4.1K shadded | 4.1K | $761.9K | added |
| Nautilus Advisors LLCCOM4K shtrimmed | 4K | $735.9K | trimmed |
| Grove Bank & TrustCOM4K shtrimmed | 4K | $733.8K | trimmed |
| ROCKLAND TRUST COCOM3.8K shtrimmed | 3.8K | $701.4K | trimmed |
| Plan A Wealth LLCCOM3.5K shadded | 3.5K | $642.2K | added |
| TOMPKINS FINANCIAL CORPCOM3.5K shtrimmed | 3.5K | $640.4K | trimmed |
| Bank of New HampshireCOM3.3K shtrimmed | 3.3K | $616.5K | trimmed |
| Apella Capital, LLCCOM3.3K shadded | 3.3K | $604.7K | added |
| Legacy Wealth Asset Management, LLCCOM3.3K shtrimmed | 3.3K | $601K | trimmed |
| Everhart Financial Group, Inc.COM3.2K shtrimmed | 3.2K | $584.2K | trimmed |
| Greenfield Savings BankCOM3.2K shheld | 3.2K | $582.7K | held |
| Invariant Investment ManagementCOM3.2K shadded | 3.2K | $571.5K | added |
| Galvin, Gaustad & Stein, LLCCOM2.9K shtrimmed | 2.9K | $540.2K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM2.8K shtrimmed | 2.8K | $522.3K | trimmed |
| Breakwater Capital GroupCOM2.7K shtrimmed | 2.7K | $505.4K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM2.7K shadded | 2.7K | $490.1K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM2.5K shadded | 2.5K | $456.4K | added |
| CENTRAL BANK & TRUST COEquities2.5K shtrimmed | 2.5K | $455.2K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2.5K shadded | 2.5K | $453.2K | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM2.3K shtrimmed | 2.3K | $420.1K | trimmed |
| Exchange BankCOMMON STOCK2.3K shtrimmed | 2.3K | $419.3K | trimmed |
| KWMG, LLCCOM2.3K shadded | 2.3K | $415.4K | added |
| CHAPIN DAVIS, INC.COM2.2K shtrimmed | 2.2K | $411.4K | trimmed |
| FIRST COMMUNITY TRUST NACOM2.1K shadded | 2.1K | $386.5K | added |
| NEVILLE RODIE & SHAW INCCOM2K shheld | 2K | $375K | held |
| Veracity Capital LLCCOM2K shtrimmed | 2K | $372.8K | trimmed |
| Stokes Capital Advisors, LLCCOM2K shadded | 2K | $372.3K | added |
| CapWealth Advisors, LLCStock2K shadded | 2K | $368.9K | added |
| M.E. ALLISON & CO., INC.COM1.8K shheld | 1.8K | $325.9K | held |
| Bill Few Associates, Inc.COM1.7K shadded | 1.7K | $315.8K | added |
| Cooper Financial GroupCOM1.7K shadded | 1.7K | $310K | added |
| JUNCTURE WEALTH STRATEGIES, LLCCOM1.7K shtrimmed | 1.7K | $306.7K | trimmed |
| GK Wealth Management LLCCOM1.7K shadded | 1.7K | $305K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM1.6K shtrimmed | 1.6K | $293.2K | trimmed |
| Shulman DeMeo Asset Management LLCCOM1.6K shtrimmed | 1.6K | $292.7K | trimmed |
| Monument Capital ManagementCOM1.6K shtrimmed | 1.6K | $289.1K | trimmed |
| New Covenant Trust Company, N.A.COM1.6K shadded | 1.6K | $287.1K | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.6K shheld | 1.6K | $286K | held |
| Rosenberg Matthew HamiltonStock1.5K shtrimmed | 1.5K | $282.5K | trimmed |
| Sound Income Strategies, LLCCOM1.5K shtrimmed | 1.5K | $277.7K | trimmed |
| TrueWealth Advisors, LLCCOM1.4K shtrimmed | 1.4K | $258.9K | trimmed |
| RHODES INVESTMENT ADVISORS INC /ADVCOM1.4K shadded | 1.4K | $254.3K | added |
| Dickmeyer Boyce Financial Management, Inc.COM1.3K shtrimmed | 1.3K | $234.7K | trimmed |
| General Partner, Inc.CL1.2K shheld | 1.2K | $227.2K | held |
| First Heartland Consultants, Inc.COM1.2K shtrimmed | 1.2K | $223.9K | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM1.2K shheld | 1.2K | $223K | held |
| BOS Asset Management, LLCCOM1.1K shheld | 1.1K | $206.4K | held |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock1.1K shtrimmed | 1.1K | $206.4K | trimmed |
| Atlas Brown,Inc.Stock1.1K shtrimmed | 1.1K | $205.6K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM1.1K shtrimmed | 1.1K | $204.4K | trimmed |
| Dorato Capital ManagementCOM1K shheld | 1K | $188.3K | held |
| Trust CoStock919 shadded | 919 | $169.4K | added |
| Byrne Asset Management LLCCOM816 shtrimmed | 816 | $148.8K | trimmed |
| Aventus Investment Advisors, Inc.Stock578 shtrimmed | 578 | $106.5K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM431 shadded | 431 | $79.4K | added |
| Horizons Wealth ManagementStock407 shheld | 407 | $75K | held |
| VALLEY WEALTH MANAGERS, INC.Stock390 shheld | 390 | $71.9K | held |
| Pacifica Partners Inc.COM137 shheld | 137 | $25K | held |
| Marquette Asset Management, LLCCOM67 shheld | 67 | $12.3K | held |
| Bank & Trust CoCOM58 shheld | 58 | $10.7K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM13 sh— | 13 | $2.4K | — |
| Retirement Wealth Solutions LLCCOM9 shheld | 9 | $1.7K | held |