| Douglas Lane & Associates, LLCCOMMON101.8K shtrimmed | 101.8K | $40.3M | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM45.2K shtrimmed | 45.2K | $17.9M | trimmed |
| KWMG, LLCCOM39.7K shtrimmed | 39.7K | $15.7M | trimmed |
| CHAPIN DAVIS, INC.COM37.5K sh— | 37.5K | $14.8M | — |
| Venture Visionary Partners LLCCOM28.5K shtrimmed | 28.5K | $11.3M | trimmed |
| Farther Finance Advisors, LLCStock20.8K shadded | 20.8K | $8.2M | added |
| PARK NATIONAL CORP /OH/Com16.7K shtrimmed | 16.7K | $6.6M | trimmed |
| GAMMA Investing LLCCommon Stock15.1K shadded | 15.1K | $6M | added |
| Westwind CapitalStock14.7K sh— | 14.7K | $5.8M | — |
| Bank & Trust CoCOM11.3K shheld | 11.3K | $4.5M | held |
| Monument Capital ManagementCOM10.8K shadded | 10.8K | $4.3M | added |
| Avidian Wealth Enterprises, LLCCOM9.9K shtrimmed | 9.9K | $3.9M | trimmed |
| Wedmont Private CapitalCOM8.1K shadded | 8.1K | $3.8M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM9.2K shtrimmed | 9.2K | $3.6M | trimmed |
| Valeo Financial Advisors, LLCStock6.7K shtrimmed | 6.7K | $2.7M | trimmed |
| NEVILLE RODIE & SHAW INCCOM6.4K shheld | 6.4K | $2.5M | held |
| Everhart Financial Group, Inc.COM5.8K shtrimmed | 5.8K | $2.3M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM5.4K shadded | 5.4K | $2.1M | added |
| Hummer Financial Advisory Services IncCOM4.7K shheld | 4.7K | $1.9M | held |
| Acropolis Investment Management, LLCCOM4.5K shtrimmed | 4.5K | $1.8M | trimmed |
| CENTRAL BANK & TRUST COEquities4.5K shtrimmed | 4.5K | $1.8M | trimmed |
| Gradient Investments LLCCOM4.4K shadded | 4.4K | $1.7M | added |
| Veracity Capital LLCCOM4.1K shtrimmed | 4.1K | $1.6M | trimmed |
| Rosenberg Matthew HamiltonStock4K shheld | 4K | $1.6M | held |
| Investors Research CorpCOM3.8K shtrimmed | 3.8K | $1.5M | trimmed |
| Bill Few Associates, Inc.COM3.8K shtrimmed | 3.8K | $1.5M | trimmed |
| Capital Advisors Wealth Management, LLCCOM3.5K shheld | 3.5K | $1.4M | held |
| Bath Savings Trust CoCommon Stock3.4K sh— | 3.4K | $1.3M | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM3.3K shtrimmed | 3.3K | $1.3M | trimmed |
| Bullock Wealth Management GroupStock3K shtrimmed | 3K | $1.2M | trimmed |
| Greenfield Savings BankCOM3K shheld | 3K | $1.2M | held |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM3K shheld | 3K | $1.2M | held |
| Hamilton Capital, LLCCOM2.9K shtrimmed | 2.9K | $1.1M | trimmed |
| CoreCap Advisors, LLCStock2.4K shadded | 2.4K | $943.6K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2.4K shtrimmed | 2.4K | $933.2K | trimmed |
| Sound Income Strategies, LLCCOM1.9K shtrimmed | 1.9K | $858.1K | trimmed |
| Elm3 Financial Group, LLCCOM2.2K shadded | 2.2K | $850.6K | added |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.COM2K shheld | 2K | $790.8K | held |
| EASTERN BANKCOM1.9K shadded | 1.9K | $765.5K | added |
| Apella Capital, LLCCOM1.7K shadded | 1.7K | $743.5K | added |
| Mirador Capital Partners LPCOM1.8K shtrimmed | 1.8K | $726.4K | trimmed |
| Tactive Advisors, LLCCOM1.8K sh— | 1.8K | $718.1K | — |
| Pathway Financial Advisors LLCCOM1.8K shheld | 1.8K | $705.8K | held |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.6K shheld | 1.6K | $626K | held |
| VISTA INVESTMENT PARTNERS LLCCOM1.5K shadded | 1.5K | $595.9K | added |
| Veery Capital, LLCCOM1.5K shtrimmed | 1.5K | $593.1K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM1.5K shtrimmed | 1.5K | $585.3K | trimmed |
| First Heartland Consultants, Inc.COM1.5K shtrimmed | 1.5K | $576.6K | trimmed |
| Post Resch Tallon Group Inc.COM1.4K shheld | 1.4K | $572.4K | held |
| Balefire, LLCCOM1.4K shtrimmed | 1.4K | $562.5K | trimmed |
| SAPIENT CAPITAL LLCCOM1.3K shtrimmed | 1.3K | $523.5K | trimmed |
| Vann Equity Management LLCCOM1.3K shtrimmed | 1.3K | $517.2K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.2K shtrimmed | 1.2K | $464.6K | trimmed |
| Grove Bank & TrustCOM1.2K shheld | 1.2K | $461.5K | held |
| Successful Portfolios LLCCOM1.1K shadded | 1.1K | $455.7K | added |
| TrueWealth Advisors, LLCCOM1.1K shheld | 1.1K | $452.2K | held |
| Retireful, LLCCOM1.1K sh— | 1.1K | $449.6K | — |
| Allen Mooney & Barnes Investment Advisors LLCStock1.1K shadded | 1.1K | $423.9K | added |
| Cooper Financial GroupCOM1.1K shadded | 1.1K | $419.2K | added |
| ROCKLAND TRUST COCOM1.1K sh— | 1.1K | $417.6K | — |
| RIVERSEDGE ADVISORS, LLCCOM1.1K shadded | 1.1K | $415.2K | added |
| FIRST COMMUNITY TRUST NACOM1K shheld | 1K | $403.3K | held |
| YHB Investment Advisors, Inc.COM917 sh— | 917 | $362.6K | — |
| Peterson Wealth Advisors, LLCCOM898 shtrimmed | 898 | $355K | trimmed |
| New Covenant Trust Company, N.A.COM875 shtrimmed | 875 | $346K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM771 sh— | 771 | $304.9K | — |
| Weaver Consulting GroupCOM766 sh— | 766 | $303K | — |
| SPRING CAPITAL MANAGEMENT, LLCCOM765 sh— | 765 | $302.5K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM730 shtrimmed | 730 | $289.2K | trimmed |
| GK Wealth Management LLCCOM711 sh— | 711 | $281.4K | — |
| Wealth Group Ltdcom635 sh— | 635 | $268.2K | — |
| Ballew Advisors, IncCOM627 sh— | 627 | $264.8K | — |
| Private Capital Advisors, Inc.COM650 sh— | 650 | $257K | — |
| Breakwater Capital GroupCOM632 sh— | 632 | $249.9K | — |
| Bangor Savings BankCOM594 shheld | 594 | $234.9K | held |
| Central Pacific Bank - Trust DivisionCOM580 shheld | 580 | $229.3K | held |
| Plan A Wealth LLCCOM570 shtrimmed | 570 | $225.4K | trimmed |
| Dupree Financial Group, LLCCOM569 sh— | 569 | $225K | — |
| Factor Wealth Management LTDCOM524 sh— | 524 | $207.2K | — |
| MRA Advisory GroupCOM520 sh— | 520 | $205.5K | — |
| Quintet Private Bank (Europe) S.A.COM400 shheld | 400 | $158.2K | held |
| Pacifica Partners Inc.COM375 shheld | 375 | $157.5K | held |
| Bank of New HampshireCOM300 shheld | 300 | $118.6K | held |
| Wealth Enhancement Trust Services, Inc.COM276 shadded | 276 | $109.1K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM267 shadded | 267 | $105.6K | added |
| Aventus Investment Advisors, Inc.Stock243 shtrimmed | 243 | $96.1K | trimmed |
| Davis Capital ManagementStock230 shtrimmed | 230 | $90.9K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM200 shtrimmed | 200 | $79.1K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM76 shadded | 76 | $30.1K | added |
| Retirement Wealth Solutions LLCCOM61 shadded | 61 | $24.1K | added |
| Marquette Asset Management, LLCCOM32 shheld | 32 | $12.7K | held |
| TOTH FINANCIAL ADVISORY CORPCOM6 shheld | 6 | $2.4K | held |
| Trust CoStock2 shheld | 2 | $791 | held |