| VALLEY WEALTH MANAGERS, INC.Stock322.2K shadded | 322.2K | $30.3M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM171.6K shtrimmed | 171.6K | $16.2M | trimmed |
| Mn Services Vermogensbeheer B.V.COM161.5K shheld | 161.5K | $15.2M | held |
| ARGENT CAPITAL MANAGEMENT LLCCOM121.3K sh— | 121.3K | $11.4M | — |
| Farther Finance Advisors, LLCStock39.7K shadded | 39.7K | $3.7M | added |
| Koenig Investment Advisory, LLCStock36.4K shtrimmed | 36.4K | $3.4M | trimmed |
| Iowa State BankCom35K shtrimmed | 35K | $3.3M | trimmed |
| Avidian Wealth Enterprises, LLCCOM31.3K shtrimmed | 31.3K | $2.9M | trimmed |
| CoreCap Advisors, LLCStock24.4K shtrimmed | 24.4K | $2.3M | trimmed |
| LAWOOD & COCommon Stock17.4K shtrimmed | 17.4K | $1.6M | trimmed |
| Vann Equity Management LLCCOM15.5K shadded | 15.5K | $1.5M | added |
| Investors Research CorpCOM14.3K shheld | 14.3K | $1.3M | held |
| GAMMA Investing LLCCommon Stock14.1K shadded | 14.1K | $1.3M | added |
| Persium Advisors, LLCCOM13.2K shadded | 13.2K | $1.2M | added |
| Greenfield Savings BankCOM11.3K shtrimmed | 11.3K | $1.1M | trimmed |
| Wedmont Private CapitalCOM10.1K shadded | 10.1K | $996.6K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM10.1K shadded | 10.1K | $954.9K | added |
| Central Pacific Bank - Trust DivisionCOM10.1K shtrimmed | 10.1K | $946.8K | trimmed |
| Valeo Financial Advisors, LLCStock9.2K shadded | 9.2K | $862.8K | added |
| Grove Bank & TrustCOM8.9K shheld | 8.9K | $840.1K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM8.9K shtrimmed | 8.9K | $835.3K | trimmed |
| Shulman DeMeo Asset Management LLCCOM7.8K shtrimmed | 7.8K | $757.4K | trimmed |
| Dorato Capital ManagementCOM7.6K shtrimmed | 7.6K | $730.9K | trimmed |
| Venture Visionary Partners LLCCOM7.7K shtrimmed | 7.7K | $725.5K | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock5.7K shadded | 5.7K | $540.8K | added |
| Graves Light Lenhart Wealth, Inc.COM5.3K shtrimmed | 5.3K | $495.4K | trimmed |
| Worth Asset Management, LLCStock4.7K shadded | 4.7K | $447K | added |
| Crumly & Associates Inc.COM4.5K shadded | 4.5K | $425.3K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.1K shheld | 4.1K | $387.2K | held |
| Stokes Capital Advisors, LLCCOM4.1K shheld | 4.1K | $386.1K | held |
| ROCKLAND TRUST COCOM3.6K shadded | 3.6K | $341.2K | added |
| LifeGoal Investments, LLCCOM3.4K sh— | 3.4K | $321.7K | — |
| Paragon Capital Management LtdCOM3.3K shadded | 3.3K | $314.6K | added |
| EASTERN BANKCOM3.3K shheld | 3.3K | $306.1K | held |
| RIVERSEDGE ADVISORS, LLCCOM3.2K sh— | 3.2K | $299.9K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM3.1K shtrimmed | 3.1K | $288.8K | trimmed |
| NEVILLE RODIE & SHAW INCCOM2.8K shheld | 2.8K | $264K | held |
| Post Resch Tallon Group Inc.COM2.8K shtrimmed | 2.8K | $260.8K | trimmed |
| Apella Capital, LLCCOM2.4K sh— | 2.4K | $227.5K | — |
| Dominguez Wealth Management Solutions, Inc.COM2.3K sh— | 2.3K | $213K | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.1K shtrimmed | 2.1K | $196K | trimmed |
| TOMPKINS FINANCIAL CORPCOM1.7K shtrimmed | 1.7K | $159K | trimmed |
| Bangor Savings BankCOM1.1K shtrimmed | 1.1K | $105K | trimmed |
| Bank of New HampshireCOM731 shheld | 731 | $68.8K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM719 shheld | 719 | $67.7K | held |
| Bank & Trust CoCOM550 shheld | 550 | $51.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM362 shadded | 362 | $34.1K | added |
| Retirement Wealth Solutions LLCCOM324 shadded | 324 | $30.5K | added |
| Trust CoStock306 shadded | 306 | $28.8K | added |
| Wealth Enhancement Trust Services, Inc.COM219 shheld | 219 | $20.6K | held |
| Bullock Wealth Management GroupStock199 shheld | 199 | $18.8K | held |
| Horizons Wealth ManagementStock194 shheld | 194 | $18.3K | held |
| Marquette Asset Management, LLCCOM155 shtrimmed | 155 | $14.6K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM141 shheld | 141 | $13.3K | held |
| Rosenberg Matthew HamiltonStock140 shheld | 140 | $13.2K | held |
| General Partner, Inc.CL136 shheld | 136 | $12.8K | held |
| Pacifica Partners Inc.COM91 shheld | 91 | $8.6K | held |
| Olistico Wealth, LLCStock82 shheld | 82 | $7.7K | held |
| Davis Capital ManagementStock59 shadded | 59 | $5.6K | added |
| GK Wealth Management LLCCOM17 sh— | 17 | $1.5K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $189 | — |