| Mn Services Vermogensbeheer B.V.COM252.6K shadded | 252.6K | $66.7M | added |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM179.6K shadded | 179.6K | $47.4M | added |
| Gradient Investments LLCCOM83.8K sh— | 83.8K | $22.2M | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock50.3K shtrimmed | 50.3K | $13.3M | trimmed |
| CenterStar Asset Management, LLCCOM38.5K shadded | 38.5K | $10.2M | added |
| Red Spruce Capital, LLCCOM25.3K shtrimmed | 25.3K | $6.7M | trimmed |
| Venture Visionary Partners LLCCOM24.8K shtrimmed | 24.8K | $6.5M | trimmed |
| CenterStar Asset Management, LLCCOM20.5K shadded | 20.5K | $5.4M | added |
| Farther Finance Advisors, LLCStock20.1K shadded | 20.1K | $5.3M | added |
| GAMMA Investing LLCCommon Stock18.9K shadded | 18.9K | $5M | added |
| CoreCap Advisors, LLCStock15.9K shtrimmed | 15.9K | $4.2M | trimmed |
| Valeo Financial Advisors, LLCStock15.8K shadded | 15.8K | $4.2M | added |
| Wedmont Private CapitalCOM14.8K shadded | 14.8K | $4.1M | added |
| Avidian Wealth Enterprises, LLCCOM12.6K shtrimmed | 12.6K | $3.3M | trimmed |
| BURR FINANCIAL SERVICES, LLCCOM12.5K shtrimmed | 12.5K | $3.3M | trimmed |
| AVAII WEALTH MANAGEMENT, LLCCOM11.2K shadded | 11.2K | $3M | added |
| Cadent Capital Advisors, LLCCOM11K sh— | 11K | $2.9M | — |
| Everhart Financial Group, Inc.COM10.1K shadded | 10.1K | $2.7M | added |
| ARGENT CAPITAL MANAGEMENT LLCCOM10.1K shadded | 10.1K | $2.7M | added |
| Family Legacy Financial Solutions, LLCCOM9K shtrimmed | 9K | $2.4M | trimmed |
| Breakwater Capital GroupCOM8.5K shtrimmed | 8.5K | $2.2M | trimmed |
| Retireful, LLCCOM8.2K shadded | 8.2K | $2.2M | added |
| TLWMCOM8.2K shtrimmed | 8.2K | $2.2M | trimmed |
| Westwind CapitalStock8K sh— | 8K | $2.1M | — |
| Green Alpha Advisors, LLCCOM7.5K shtrimmed | 7.5K | $2M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCOM5.8K shheld | 5.8K | $1.5M | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM5.6K shtrimmed | 5.6K | $1.5M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock5.1K shadded | 5.1K | $1.3M | added |
| Cooper Financial GroupCOM5K shadded | 5K | $1.3M | added |
| Legacy Wealth Asset Management, LLCCOM4.8K sh— | 4.8K | $1.3M | — |
| Venture Visionary Partners LLCCOM4.8K shtrimmed | 4.8K | $1.3M | trimmed |
| Wealth Group Ltdcom2.4K shtrimmed | 2.4K | $1.3M | trimmed |
| Whalen Wealth Management Inc.COM4.7K shadded | 4.7K | $1.2M | added |
| Eleva Capital SASCOM4.1K sh— | 4.1K | $1.1M | — |
| Vann Equity Management LLCCOM4K shadded | 4K | $1.1M | added |
| REX Advisers, LLCCOM3.7K sh— | 3.7K | $974.1K | — |
| Castle Rock Wealth Management, LLCCOM3.4K shadded | 3.4K | $972.6K | added |
| Balefire, LLCCOM3.7K shadded | 3.7K | $972.3K | added |
| CONGRESS ASSET MANAGEMENT COCOM3.6K shadded | 3.6K | $944K | added |
| Mirador Capital Partners LPCOM3.4K shadded | 3.4K | $908.4K | added |
| DLK Investment Management, LLCCOM3K shtrimmed | 3K | $795.3K | trimmed |
| Box Hill Private Wealth LLCCOM2.8K shheld | 2.8K | $728.3K | held |
| Taylor & Morgan Wealth Management, LLCCOM2.5K shheld | 2.5K | $662.8K | held |
| Shulman DeMeo Asset Management LLCCOM2.2K shtrimmed | 2.2K | $591.2K | trimmed |
| Central Pacific Bank - Trust DivisionCOM2K sh— | 2K | $539K | — |
| Crumly & Associates Inc.COM1.9K shadded | 1.9K | $512.6K | added |
| ARGUS INVESTORS' COUNSEL, INC.COM1.9K shtrimmed | 1.9K | $509.9K | trimmed |
| Apella Capital, LLCCOM1.6K shadded | 1.6K | $445.2K | added |
| Grove Bank & TrustCOM1.7K shadded | 1.7K | $439.4K | added |
| Kaizen Financial StrategiesCOM1.7K shadded | 1.7K | $436.2K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.6K sh— | 1.6K | $429.9K | — |
| Atlas Brown,Inc.Stock1.5K shtrimmed | 1.5K | $404.8K | trimmed |
| Nautilus Advisors LLCCOM1.5K shtrimmed | 1.5K | $392.2K | trimmed |
| EASTERN BANKCOM1.5K shadded | 1.5K | $386K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM1.3K shadded | 1.3K | $361.8K | added |
| SPRING CAPITAL MANAGEMENT, LLCCOM1.3K shheld | 1.3K | $352.7K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1.3K shadded | 1.3K | $332.4K | added |
| Sound Income Strategies, LLCCOM1.2K shtrimmed | 1.2K | $323K | trimmed |
| David J Yvars GroupCOM1.1K shtrimmed | 1.1K | $299.9K | trimmed |
| Bullock Wealth Management GroupStock1.1K sh— | 1.1K | $286.6K | — |
| Veracity Capital LLCCOM1K shadded | 1K | $273.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM1K shadded | 1K | $265.8K | added |
| Ledgewood Wealth Advisors, LLCCOM985 shheld | 985 | $260.2K | held |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock972 shadded | 972 | $256.8K | added |
| Castleview Partners, LLCCOM961 sh— | 961 | $253.9K | — |
| Legacy Private Trust Co.COM950 shheld | 950 | $251K | held |
| Bank of New HampshireCOM934 shheld | 934 | $246.8K | held |
| Green Ridge Wealth Planning LLCCOM875 sh— | 875 | $231.2K | — |
| GK Wealth Management LLCCOM651 sh— | 651 | $171.9K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM638 shheld | 638 | $168.6K | held |
| TOTH FINANCIAL ADVISORY CORPCOM518 shadded | 518 | $137K | added |
| TOMPKINS FINANCIAL CORPCOM405 shadded | 405 | $107K | added |
| Bangor Savings BankCOM350 shtrimmed | 350 | $92.5K | trimmed |
| Valeo Financial Advisors, LLCStock300 shtrimmed | 300 | $79.3K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM284 shheld | 284 | $75K | held |
| Rosenberg Matthew HamiltonStock262 shadded | 262 | $69.2K | added |
| Venture Visionary Partners LLCCOM200 shtrimmed | 200 | $52.8K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM180 shheld | 180 | $47.6K | held |
| Quintet Private Bank (Europe) S.A.COM125 shadded | 125 | $33K | added |
| Davis Capital ManagementStock124 shadded | 124 | $32.8K | added |
| Marquette Asset Management, LLCCOM114 shheld | 114 | $30.1K | held |
| Retirement Wealth Solutions LLCCOM83 shadded | 83 | $21.9K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM57 shadded | 57 | $15.1K | added |
| Pacifica Partners Inc.COM49 shheld | 49 | $13.1K | held |
| Investors Research CorpCOM30 shheld | 30 | $7.9K | held |
| Aventus Investment Advisors, Inc.Stock26 shheld | 26 | $6.9K | held |
| Horrell Capital Management, Inc.COM10 shheld | 10 | $2.7K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM3 sh— | 3 | $793 | — |