| Douglas Lane & Associates, LLCCOMMON386.1K shadded | 386.1K | $22.3M | added |
| TOTH FINANCIAL ADVISORY CORPCL A110.3K shtrimmed | 110.3K | $6.4M | trimmed |
| Kennon-Green & Company, LLCStock96.4K shadded | 96.4K | $5.6M | added |
| Deane Retirement Strategies, Inc.Stock82.2K shtrimmed | 82.2K | $4.8M | trimmed |
| JACOBS & CO/CACOM49.3K shtrimmed | 49.3K | $2.8M | trimmed |
| Apella Capital, LLCCL A44.2K shadded | 44.2K | $2.6M | added |
| GAMMA Investing LLCCommon Stock36.5K shadded | 36.5K | $2.1M | added |
| Farther Finance Advisors, LLCStock34.1K shadded | 34.1K | $2M | added |
| PFW Advisors LLCCL A33.6K shadded | 33.6K | $1.9M | added |
| SAPIENT CAPITAL LLCCL A29.8K shtrimmed | 29.8K | $1.7M | trimmed |
| YHB Investment Advisors, Inc.CL A29.6K shtrimmed | 29.6K | $1.7M | trimmed |
| Iowa State BankCom29.3K shtrimmed | 29.3K | $1.7M | trimmed |
| Valeo Financial Advisors, LLCStock27K shtrimmed | 27K | $1.6M | trimmed |
| KFA Private Wealth Group, LLCCL A25.5K shadded | 25.5K | $1.5M | added |
| Venture Visionary Partners LLCCL A24.6K shadded | 24.6K | $1.4M | added |
| Davis Capital ManagementStock23.7K shtrimmed | 23.7K | $1.4M | trimmed |
| EASTERN BANKCL A23.6K shtrimmed | 23.6K | $1.4M | trimmed |
| Wedmont Private CapitalCL A18.5K shadded | 18.5K | $1.1M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom19.1K shtrimmed | 19.1K | $1.1M | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A15.1K shadded | 15.1K | $875.9K | added |
| Greenfield Savings BankCL A14.4K shtrimmed | 14.4K | $834.3K | trimmed |
| Gerald Baker Financial Group LLCCL A13.7K shheld | 13.7K | $792.2K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCL A13.5K shheld | 13.5K | $781.1K | held |
| Peoples Bank/KSCommon Stock12.3K shtrimmed | 12.3K | $708.8K | trimmed |
| Quintet Private Bank (Europe) S.A.CL A12.2K shadded | 12.2K | $702.8K | added |
| Legacy Wealth Asset Management, LLCCL A11.9K shtrimmed | 11.9K | $685.2K | trimmed |
| Wealth Enhancement Trust Services, Inc.CL A11.6K shtrimmed | 11.6K | $670.2K | trimmed |
| Dorato Capital ManagementCL A11.1K shadded | 11.1K | $656.1K | added |
| Exchange BankCOMMON STOCK10.3K shtrimmed | 10.3K | $597.2K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM9.9K shtrimmed | 9.9K | $571.2K | trimmed |
| HF Advisory Group, LLCCL A9.4K shtrimmed | 9.4K | $543.8K | trimmed |
| LAWOOD & COCommon Stock8.2K shtrimmed | 8.2K | $476.9K | trimmed |
| Central Pacific Bank - Trust DivisionCL A8.2K shtrimmed | 8.2K | $474.6K | trimmed |
| Grove Bank & TrustCL A8K shtrimmed | 8K | $463.6K | trimmed |
| Castle Rock Wealth Management, LLCCL A7.7K shadded | 7.7K | $457.1K | added |
| Rosenberg Matthew HamiltonStock7.4K shadded | 7.4K | $425.3K | added |
| MRA Advisory GroupCL A7K shheld | 7K | $407.3K | held |
| PARK NATIONAL CORP /OH/Com7K shheld | 7K | $405.3K | held |
| Bath Savings Trust CoCommon Stock6.8K shtrimmed | 6.8K | $393.8K | trimmed |
| TOMPKINS FINANCIAL CORPCL A6.1K shtrimmed | 6.1K | $355K | trimmed |
| Avidian Wealth Enterprises, LLCCL A6.1K shadded | 6.1K | $351.2K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock6.1K shtrimmed | 6.1K | $351.1K | trimmed |
| NEVILLE RODIE & SHAW INCCOM5.9K shheld | 5.9K | $339K | held |
| Everhart Financial Group, Inc.CL A5.7K shadded | 5.7K | $326.9K | added |
| General Partner, Inc.CL5.2K shheld | 5.2K | $301.6K | held |
| ROCKLAND TRUST COCL A5.1K shheld | 5.1K | $292.5K | held |
| Wealth Science Advisors LLCCL A4.7K shtrimmed | 4.7K | $274.6K | trimmed |
| CoreCap Advisors, LLCStock4.6K shtrimmed | 4.6K | $266.1K | trimmed |
| DAVIDSON TRUST COEquities4.4K shtrimmed | 4.4K | $254K | trimmed |
| Veracity Capital LLCCL A4.3K shtrimmed | 4.3K | $249.7K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCL A4.1K shadded | 4.1K | $238.5K | added |
| Balefire, LLCCL A3.7K shadded | 3.7K | $215.7K | added |
| AMERICAN NATIONAL BANK & TRUSTCL A3.6K shheld | 3.6K | $205.8K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL A3.5K shtrimmed | 3.5K | $200.5K | trimmed |
| Bangor Savings BankCL A3.4K shheld | 3.4K | $196.6K | held |
| FIRST COMMUNITY TRUST NACL A3K shheld | 3K | $171.6K | held |
| Trust CoStock2.7K shheld | 2.7K | $154.3K | held |
| GK Wealth Management LLCCL A2.5K sh— | 2.5K | $146K | — |
| Acropolis Investment Management, LLCCL A2.5K shtrimmed | 2.5K | $145.2K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCL A1.4K shtrimmed | 1.4K | $82.1K | trimmed |
| STEPH & COCL A882 shtrimmed | 882 | $51K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCL A604 shheld | 604 | $34.9K | held |
| Byrne Asset Management LLCCOM585 shheld | 585 | $33.8K | held |
| Investors Research CorpCL A520 shtrimmed | 520 | $30.1K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCL A481 sh— | 481 | $28.1K | — |
| Olistico Wealth, LLCStock413 shheld | 413 | $23.9K | held |
| Aventus Investment Advisors, Inc.Stock410 shheld | 410 | $23.7K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock384 shadded | 384 | $22.2K | added |
| Brown Shipley& Co LtdCL A178 shheld | 178 | $10.3K | held |
| ATWOOD & PALMER INCCOM145 shheld | 145 | $8.4K | held |
| Pacifica Partners Inc.CL A97 shtrimmed | 97 | $5.6K | trimmed |
| Marquette Asset Management, LLCCL A95 shheld | 95 | $5.5K | held |
| Bullock Wealth Management GroupStock48 shheld | 48 | $2.8K | held |
| Retirement Wealth Solutions LLCCL A40 shadded | 40 | $2.3K | added |
| GILPIN WEALTH MANAGEMENT, LLCCL A2 sh— | 2 | $116 | — |