| SAPIENT CAPITAL LLCCOM107.4K shtrimmed | 107.4K | $23.4M | trimmed |
| Sound Income Strategies, LLCCOM88.3K shtrimmed | 88.3K | $19.2M | trimmed |
| Mn Services Vermogensbeheer B.V.COM43.5K shheld | 43.5K | $9.5M | held |
| EASTERN BANKCOM24.5K shadded | 24.5K | $5.3M | added |
| REINHART PARTNERS, LLC.COM14.5K shtrimmed | 14.5K | $3.2M | trimmed |
| LAWOOD & COCommon Stock8.4K shheld | 8.4K | $1.8M | held |
| Farther Finance Advisors, LLCStock6.7K shadded | 6.7K | $1.5M | added |
| GAMMA Investing LLCCommon Stock6.5K shadded | 6.5K | $1.4M | added |
| Wedmont Private CapitalCOM4.7K shadded | 4.7K | $1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.3K shtrimmed | 4.3K | $925.5K | trimmed |
| Emergent Wealth Advisors, LLCCOM3.9K shadded | 3.9K | $847.2K | added |
| Bangor Savings BankCOM3.7K shtrimmed | 3.7K | $805.6K | trimmed |
| Independence Financial Advisors, LLCCOM2.7K shtrimmed | 2.7K | $589.3K | trimmed |
| Everhart Financial Group, Inc.COM2.5K shadded | 2.5K | $537.5K | added |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM2.1K shheld | 2.1K | $453K | held |
| Breakwater Capital GroupCOM2.1K shheld | 2.1K | $448.5K | held |
| Heartwood Wealth Advisors LLCStock1.8K shheld | 1.8K | $401.5K | held |
| TrueWealth Advisors, LLCCOM1.8K shtrimmed | 1.8K | $391.8K | trimmed |
| Legacy Wealth Asset Management, LLCCOM1.8K shtrimmed | 1.8K | $382.1K | trimmed |
| COLLECTIVE FAMILY OFFICE LLCCOM1.5K shtrimmed | 1.5K | $320.3K | trimmed |
| FINANCIAL MANAGEMENT NETWORK INCCOM1.4K shadded | 1.4K | $306K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM1.4K shtrimmed | 1.4K | $300.9K | trimmed |
| TOMPKINS FINANCIAL CORPCOM1.3K shtrimmed | 1.3K | $286.8K | trimmed |
| Successful Portfolios LLCCOM1.2K shtrimmed | 1.2K | $262.7K | trimmed |
| Applied Capital LLC/FLCOM1.2K shheld | 1.2K | $255.7K | held |
| Apella Capital, LLCCOM1.1K shadded | 1.1K | $244.8K | added |
| YHB Investment Advisors, Inc.COM1.1K shtrimmed | 1.1K | $244.1K | trimmed |
| Valeo Financial Advisors, LLCStock1.1K shtrimmed | 1.1K | $233.3K | trimmed |
| NEVILLE RODIE & SHAW INCCOM1.1K shheld | 1.1K | $229K | held |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1K shtrimmed | 1K | $228.3K | trimmed |
| O'Keefe Stevens Advisory, Inc.COM1K shtrimmed | 1K | $217.9K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom941 shheld | 941 | $204.8K | held |
| Central Pacific Bank - Trust DivisionCOM900 shheld | 900 | $195.8K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM523 sh— | 523 | $113.8K | — |
| Bank & Trust CoCOM462 shheld | 462 | $100.5K | held |
| Grove Bank & TrustCOM420 shheld | 420 | $91.4K | held |
| CoreCap Advisors, LLCStock309 shtrimmed | 309 | $67.2K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM276 shadded | 276 | $60.1K | added |
| Rosenberg Matthew HamiltonStock42 shheld | 42 | $9.1K | held |
| TOTH FINANCIAL ADVISORY CORPCOM24 shadded | 24 | $5.2K | added |
| Marquette Asset Management, LLCCOM20 shheld | 20 | $4.4K | held |
| VALLEY WEALTH MANAGERS, INC.Stock14 shheld | 14 | $3K | held |
| Retirement Wealth Solutions LLCCOM12 shadded | 12 | $2.6K | added |
| Paladin Partners, LLCStock7 shheld | 7 | $1.5K | held |
| Davis Capital ManagementStock4 shadded | 4 | $870 | added |