| EASTERN BANKCOM NEW58.3K shadded | 58.3K | $26M | added |
| Fenimore Asset Management IncCOM47.2K shadded | 47.2K | $21M | added |
| ARGENT CAPITAL MANAGEMENT LLCCOM30.4K shtrimmed | 30.4K | $13.6M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM26.5K shtrimmed | 26.5K | $11.8M | trimmed |
| Insight Wealth Strategies, LLCCOM NEW16.3K shadded | 16.3K | $7.3M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM13.8K shtrimmed | 13.8K | $6.1M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock12.8K shtrimmed | 12.8K | $5.7M | trimmed |
| Farther Finance Advisors, LLCStock7.2K shadded | 7.2K | $3.2M | added |
| Bell Asset Management LtdCOM NEW6K shtrimmed | 6K | $2.7M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW5.1K shtrimmed | 5.1K | $2.3M | trimmed |
| Wedmont Private CapitalCOM NEW4.2K shadded | 4.2K | $1.9M | added |
| GAMMA Investing LLCCommon Stock4K shadded | 4K | $1.8M | added |
| ROCKLAND TRUST COCOM NEW3.8K shheld | 3.8K | $1.7M | held |
| Strong Retirement Solutions LLCCOM NEW3.3K shadded | 3.3K | $1.5M | added |
| Central Pacific Bank - Trust DivisionCOM NEW3K shtrimmed | 3K | $1.3M | trimmed |
| Barden Capital Management, Inc.COM NEW2.3K shadded | 2.3K | $1M | added |
| Bullock Wealth Management GroupStock2.2K shadded | 2.2K | $991.3K | added |
| Avidian Wealth Enterprises, LLCCOM NEW1.7K shadded | 1.7K | $778K | added |
| Adirondack Capital Advisors, LLCCOM NEW1.6K shheld | 1.6K | $728.6K | held |
| Legacy Wealth Asset Management, LLCCOM NEW1.5K shtrimmed | 1.5K | $674.8K | trimmed |
| Venture Visionary Partners LLCCOM NEW1.5K shadded | 1.5K | $667.1K | added |
| Prota Financial, LLCCOM NEW1.4K shtrimmed | 1.4K | $629.5K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM NEW1.4K sh— | 1.4K | $609.2K | — |
| Grove Bank & TrustCOM NEW1.3K shtrimmed | 1.3K | $585.6K | trimmed |
| JACOBS & CO/CACLA1.1K shheld | 1.1K | $491K | held |
| Dickmeyer Boyce Financial Management, Inc.COM NEW793 shheld | 793 | $353.7K | held |
| LEGACY SOLUTIONS, LLCCOM NEW786 shtrimmed | 786 | $350.5K | trimmed |
| Valeo Financial Advisors, LLCStock770 shtrimmed | 770 | $343.6K | trimmed |
| Marquette Asset Management, LLCCOM NEW734 shadded | 734 | $327.3K | added |
| Wealth Enhancement Trust Services, Inc.COM NEW621 shadded | 621 | $276.9K | added |
| ARGUS INVESTORS' COUNSEL, INC.COM571 sh— | 571 | $254.6K | — |
| Everhart Financial Group, Inc.COM NEW506 shadded | 506 | $225.7K | added |
| Apella Capital, LLCCOM NEW498 sh— | 498 | $223.1K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW467 shheld | 467 | $208.3K | held |
| Monument Capital ManagementCOM NEW462 shtrimmed | 462 | $206K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM NEW456 sh— | 456 | $203.4K | — |
| Rosenberg Matthew HamiltonStock353 shtrimmed | 353 | $157.4K | trimmed |
| Acropolis Investment Management, LLCCOM NEW295 shadded | 295 | $131.6K | added |
| Bank of New HampshireCOM NEW241 shheld | 241 | $107.5K | held |
| CoreCap Advisors, LLCStock200 shadded | 200 | $89.3K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW174 shadded | 174 | $77.6K | added |
| TOMPKINS FINANCIAL CORPCOM NEW140 shheld | 140 | $62.4K | held |
| GK Wealth Management LLCCOM NEW101 sh— | 101 | $45.1K | — |
| ATWOOD & PALMER INCCOM85 shheld | 85 | $37.9K | held |
| Aventus Investment Advisors, Inc.Stock50 shheld | 50 | $22.3K | held |
| Pacifica Partners Inc.COM NEW19 shheld | 19 | $8.5K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW11 sh— | 11 | $4.9K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW9 sh— | 9 | $4K | — |
| Retirement Wealth Solutions LLCCOM NEW9 shadded | 9 | $4K | added |
| Davis Capital ManagementStock6 shadded | 6 | $2.7K | added |