| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM55.1K shtrimmed | 55.1K | $95.3M | trimmed |
| ATWOOD & PALMER INCCOM18.5K shadded | 18.5K | $32M | added |
| AVITY INVESTMENT MANAGEMENT INC.COM13.8K shadded | 13.8K | $23.9M | added |
| Mn Services Vermogensbeheer B.V.COM13.4K shheld | 13.4K | $23.1M | held |
| Lakehouse Capital Pty LtdCOM11.8K shheld | 11.8K | $20.4M | held |
| CYPRESS ASSET MANAGEMENT INC/TXCOM5.3K shtrimmed | 5.3K | $9.1M | trimmed |
| Venture Visionary Partners LLCCOM2.6K shtrimmed | 2.6K | $4.6M | trimmed |
| STABLEFORD CAPITAL II LLCCOM2.6K shadded | 2.6K | $4.4M | added |
| Farther Finance Advisors, LLCStock2K shadded | 2K | $3.4M | added |
| Bell Asset Management LtdCOM1.5K shtrimmed | 1.5K | $2.7M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.2K shadded | 1.2K | $2M | added |
| YHB Investment Advisors, Inc.COM1.1K shadded | 1.1K | $2M | added |
| SAPIENT CAPITAL LLCCOM992 shtrimmed | 992 | $1.7M | trimmed |
| Athena Wealth Management, LLCCOM553 shadded | 553 | $955.9K | added |
| Matrix Trust CoCOM458 shadded | 458 | $792K | added |
| Quintet Private Bank (Europe) S.A.COM423 shadded | 423 | $731.2K | added |
| Legacy Wealth Asset Management, LLCCOM422 shadded | 422 | $729.4K | added |
| Apella Capital, LLCCOM384 sh— | 384 | $719.1K | — |
| Wealth Enhancement Trust Services, Inc.COM352 shtrimmed | 352 | $608.4K | trimmed |
| Galvin, Gaustad & Stein, LLCCOM326 shadded | 326 | $563.5K | added |
| Wedmont Private CapitalCOM300 shadded | 300 | $557.1K | added |
| ACIMA PRIVATE WEALTH, LLCStock318 shtrimmed | 318 | $549.7K | trimmed |
| First Heartland Consultants, Inc.COM303 shtrimmed | 303 | $523.7K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM292 shadded | 292 | $504.7K | added |
| CONGRESS ASSET MANAGEMENT COCOM275 shheld | 275 | $475.3K | held |
| Dupree Financial Group, LLCCOM250 shadded | 250 | $432.1K | added |
| Valeo Financial Advisors, LLCStock245 shtrimmed | 245 | $422.8K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM237 shheld | 237 | $409.7K | held |
| Investment Partners Asset Management, Inc.COM230 shheld | 230 | $397.6K | held |
| Kaizen Financial StrategiesCOM221 shadded | 221 | $382K | added |
| Integrated Financial Solutions, Inc.COM220 shtrimmed | 220 | $380.3K | trimmed |
| Ridgewood Investments LLCCOM193 shadded | 193 | $334K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM188 shtrimmed | 188 | $325K | trimmed |
| Grove Bank & TrustCOM171 shtrimmed | 171 | $295.6K | trimmed |
| GAMMA Investing LLCCommon Stock139 shadded | 139 | $240.3K | added |
| PFW Advisors LLCCOM130 shheld | 130 | $224.7K | held |
| Avidian Wealth Enterprises, LLCCOM120 shadded | 120 | $207.4K | added |
| Bank of New HampshireCOM73 shtrimmed | 73 | $126.2K | trimmed |
| Brown Shipley& Co LtdCOM56 shheld | 56 | $96.8K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock36 shheld | 36 | $62.2K | held |
| Byrne Asset Management LLCCOM24 sh— | 24 | $40.4K | — |
| Rosenberg Matthew HamiltonStock20 shheld | 20 | $34.6K | held |
| Central Pacific Bank - Trust DivisionCOM12 shheld | 12 | $20.7K | held |
| General Partner, Inc.CL12 shheld | 12 | $20.7K | held |
| CoreCap Advisors, LLCStock8 shtrimmed | 8 | $13.8K | trimmed |
| GK Wealth Management LLCCOM5 shtrimmed | 5 | $8.6K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM4 sh— | 4 | $6.9K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM1 shtrimmed | 1 | $1.7K | trimmed |
| Investors Research CorpCOM1 shheld | 1 | $1.7K | held |