| Overbrook Management CorpCOM42.1K shtrimmed | 42.1K | $36M | trimmed |
| Mn Services Vermogensbeheer B.V.COM36.1K shadded | 36.1K | $30.8M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM28.7K shadded | 28.7K | $24.5M | added |
| TOTH FINANCIAL ADVISORY CORPCOM16.4K shadded | 16.4K | $14M | added |
| PARK NATIONAL CORP /OH/Com13.3K shtrimmed | 13.3K | $11.4M | trimmed |
| Legacy Private Trust Co.COM10.7K shtrimmed | 10.7K | $9.2M | trimmed |
| Deane Retirement Strategies, Inc.Stock6.7K shtrimmed | 6.7K | $5.7M | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock5.3K shadded | 5.3K | $4.6M | added |
| GAMMA Investing LLCCommon Stock5.2K shadded | 5.2K | $4.4M | added |
| Artemis Investment Management LLPCOM4.9K shheld | 4.9K | $4.1M | held |
| Farther Finance Advisors, LLCStock4.5K shadded | 4.5K | $3.9M | added |
| Wedmont Private CapitalCOM3.5K shadded | 3.5K | $3.3M | added |
| Central Pacific Bank - Trust DivisionCOM3.4K shtrimmed | 3.4K | $2.9M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM2.2K shtrimmed | 2.2K | $1.9M | trimmed |
| Everhart Financial Group, Inc.COM2K shadded | 2K | $1.7M | added |
| Monument Capital ManagementCOM1.8K shadded | 1.8K | $1.6M | added |
| Cooper Financial GroupCOM1.7K shadded | 1.7K | $1.5M | added |
| HF Advisory Group, LLCCOM1.6K shadded | 1.6K | $1.3M | added |
| Castle Rock Wealth Management, LLCCOM1.4K shheld | 1.4K | $1.2M | held |
| Peoples Bank/KSCommon Stock1.4K shheld | 1.4K | $1.2M | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.4K shadded | 1.4K | $1.2M | added |
| Invariant Investment ManagementCOM1.3K shadded | 1.3K | $1.2M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom1.4K shtrimmed | 1.4K | $1.2M | trimmed |
| Valeo Financial Advisors, LLCStock1.2K shadded | 1.2K | $1M | added |
| Athena Wealth Management, LLCCOM1.2K shadded | 1.2K | $1M | added |
| FELL CAPITAL MANAGEMENT /ADVCOM1.1K shtrimmed | 1.1K | $960.5K | trimmed |
| SAPIENT CAPITAL LLCCOM1.1K shadded | 1.1K | $918.7K | added |
| Great Waters Wealth ManagementCOM982 shheld | 982 | $838.4K | held |
| Venture Visionary Partners LLCCOM868 shadded | 868 | $741.2K | added |
| Plan A Wealth LLCCOM781 shadded | 781 | $666.8K | added |
| Avidian Wealth Enterprises, LLCCOM747 shadded | 747 | $637.8K | added |
| Dorato Capital ManagementCOM695 shheld | 695 | $632.7K | held |
| Apella Capital, LLCCOM680 shadded | 680 | $619.4K | added |
| OxenFree Capital LLCCOM641 shheld | 641 | $591K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock687 shtrimmed | 687 | $586.6K | trimmed |
| Whalen Wealth Management Inc.COM675 sh— | 675 | $576.1K | — |
| Bullock Wealth Management GroupStock594 shadded | 594 | $533.9K | added |
| ARGUS INVESTORS' COUNSEL, INC.COM622 shtrimmed | 622 | $531.1K | trimmed |
| Hummer Financial Advisory Services IncCOM600 shheld | 600 | $512.9K | held |
| Breakwater Capital GroupCOM558 shadded | 558 | $476.4K | added |
| Galvin, Gaustad & Stein, LLCCOM542 shtrimmed | 542 | $463K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM529 shtrimmed | 529 | $451.7K | trimmed |
| PROFESSIONAL ADVISORY SERVICES INCCOM500 shheld | 500 | $427K | held |
| Adelphi Trust CoCommon Stock500 shtrimmed | 500 | $426.9K | trimmed |
| Hamilton Capital, LLCCOM487 shadded | 487 | $415.8K | added |
| Grove Bank & TrustCOM471 shadded | 471 | $402.1K | added |
| DAVIDSON TRUST COEquities470 shheld | 470 | $401.3K | held |
| O'Keefe Stevens Advisory, Inc.COM448 sh— | 448 | $382.2K | — |
| Shulman DeMeo Asset Management LLCCOM407 shtrimmed | 407 | $373K | trimmed |
| Capital Advisors Wealth Management, LLCCOM436 shadded | 436 | $372.7K | added |
| CoreCap Advisors, LLCStock423 shadded | 423 | $361.2K | added |
| M.E. ALLISON & CO., INC.COM416 shheld | 416 | $355.2K | held |
| Rosenberg Matthew HamiltonStock406 shadded | 406 | $346.6K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM401 shheld | 401 | $342.4K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM394 shadded | 394 | $336.6K | added |
| Successful Portfolios LLCCOM368 shtrimmed | 368 | $336.5K | trimmed |
| Elm3 Financial Group, LLCCOM374 shadded | 374 | $319.3K | added |
| Insight Wealth Strategies, LLCCOM367 shtrimmed | 367 | $313.1K | trimmed |
| YHB Investment Advisors, Inc.COM347 shtrimmed | 347 | $296.3K | trimmed |
| Investors Research CorpCOM321 shheld | 321 | $274.1K | held |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCCOM311 shtrimmed | 311 | $265.5K | trimmed |
| EASTERN BANKCOM310 shtrimmed | 310 | $264.7K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM292 sh— | 292 | $249.3K | — |
| Veracity Capital LLCCOM284 shtrimmed | 284 | $242.3K | trimmed |
| Acropolis Investment Management, LLCCOM254 shtrimmed | 254 | $217K | trimmed |
| Shira Ridge Wealth ManagementCOM253 shtrimmed | 253 | $216K | trimmed |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock250 shheld | 250 | $213.4K | held |
| JACOBS & CO/CACOM250 shheld | 250 | $213K | held |
| General Partner, Inc.CL234 shheld | 234 | $199.8K | held |
| Davis Capital ManagementStock207 shadded | 207 | $176.6K | added |
| Bank of New HampshireCOM159 shheld | 159 | $135.8K | held |
| Pacifica Partners Inc.COM136 shheld | 136 | $122.5K | held |
| Trust CoStock139 shadded | 139 | $118.7K | added |
| FIRST COMMUNITY TRUST NACOM125 shheld | 125 | $106.7K | held |
| Wealth Enhancement Trust Services, Inc.COM100 shheld | 100 | $85.4K | held |
| Paladin Partners, LLCStock73 shheld | 73 | $62.3K | held |
| GK Wealth Management LLCCOM44 sh— | 44 | $37.6K | — |
| Marquette Asset Management, LLCCOM35 shheld | 35 | $29.9K | held |
| Byrne Asset Management LLCCOM27 shheld | 27 | $24.3K | held |
| Retirement Wealth Solutions LLCCOM14 shadded | 14 | $12K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM13 shadded | 13 | $11.1K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock7 sh— | 7 | $6K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM6 shtrimmed | 6 | $5.1K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM5 shheld | 5 | $4.3K | held |