| Mn Services Vermogensbeheer B.V.COM318.2K shadded | 318.2K | $36.7M | added |
| Adams Asset Advisors, LLCCOM189.3K shtrimmed | 189.3K | $21.8M | trimmed |
| Wedmont Private CapitalCOM68.6K shadded | 68.6K | $7.9M | added |
| PKO BP BANKOWY Universal Pension Society JSCCOM49.8K shtrimmed | 49.8K | $5.7M | trimmed |
| Farther Finance Advisors, LLCStock48.5K shadded | 48.5K | $5.6M | added |
| Oak Grove Capital LLCCOM47.4K shadded | 47.4K | $5.5M | added |
| GAMMA Investing LLCCommon Stock34.3K shadded | 34.3K | $4M | added |
| MFA WEALTH ADVISORS, LLCCOM29K shadded | 29K | $3.3M | added |
| CoreCap Advisors, LLCStock25.3K shtrimmed | 25.3K | $2.9M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM17.6K shtrimmed | 17.6K | $2M | trimmed |
| Everhart Financial Group, Inc.COM14.6K shadded | 14.6K | $1.7M | added |
| Cox Capital Mgt LLCStock14K shtrimmed | 14K | $1.6M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock13.8K shtrimmed | 13.8K | $1.6M | trimmed |
| Balefire, LLCCOM12.6K shadded | 12.6K | $1.5M | added |
| STABLEFORD CAPITAL II LLCCOM11.6K shtrimmed | 11.6K | $1.3M | trimmed |
| NEVILLE RODIE & SHAW INCCOM10.9K shheld | 10.9K | $1.3M | held |
| Avidian Wealth Enterprises, LLCCOM10.2K shadded | 10.2K | $1.2M | added |
| Crumly & Associates Inc.COM10K shadded | 10K | $1.2M | added |
| Decker Wealth Management LLCCOM8.6K shheld | 8.6K | $993.5K | held |
| Central Pacific Bank - Trust DivisionCOM7.4K shtrimmed | 7.4K | $858.1K | trimmed |
| Bangor Savings BankCOM7.2K shtrimmed | 7.2K | $829.8K | trimmed |
| LAWOOD & COCommon Stock7.2K shtrimmed | 7.2K | $825K | trimmed |
| CenterStar Asset Management, LLCCOM6.7K shtrimmed | 6.7K | $772.8K | trimmed |
| Venture Visionary Partners LLCCOM6.6K shadded | 6.6K | $757.1K | added |
| Valeo Financial Advisors, LLCStock6.5K shadded | 6.5K | $744.2K | added |
| RIVERSEDGE ADVISORS, LLCCOM6.3K shadded | 6.3K | $726.1K | added |
| Successful Portfolios LLCCOM6.2K shadded | 6.2K | $720.7K | added |
| Montz Harcus Wealth Management LLCCOM6.2K shadded | 6.2K | $712.2K | added |
| Monument Capital ManagementCOM4.9K shtrimmed | 4.9K | $561.4K | trimmed |
| Cooper Financial GroupCOM4.7K shtrimmed | 4.7K | $537.3K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM4.1K shadded | 4.1K | $475.4K | added |
| Veracity Capital LLCCOM4K shadded | 4K | $462.2K | added |
| Apella Capital, LLCCOM4.1K shadded | 4.1K | $460.5K | added |
| Quintet Private Bank (Europe) S.A.COM3.4K shadded | 3.4K | $392.7K | added |
| ACT WEALTH MANAGEMENT, LLCCOM3.4K shheld | 3.4K | $390.1K | held |
| CENTRAL BANK & TRUST COEquities3.2K shadded | 3.2K | $367.4K | added |
| GK Wealth Management LLCCOM3.2K shtrimmed | 3.2K | $367.2K | trimmed |
| Sound Income Strategies, LLCCOM3.1K shadded | 3.1K | $360.4K | added |
| Echo45 Advisors LLCCOM3K shadded | 3K | $349.4K | added |
| LifeGoal Investments, LLCCOM2.9K shadded | 2.9K | $333K | added |
| Nautilus Advisors LLCCOM2.9K shadded | 2.9K | $331.4K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.9K shtrimmed | 2.9K | $330.4K | trimmed |
| Kaizen Financial StrategiesCOM2.7K shadded | 2.7K | $311.8K | added |
| Galvin, Gaustad & Stein, LLCCOM2.7K sh— | 2.7K | $306K | — |
| Shira Ridge Wealth ManagementCOM2.5K shadded | 2.5K | $285.5K | added |
| New Covenant Trust Company, N.A.COM2.4K sh— | 2.4K | $281.3K | — |
| SAPIENT CAPITAL LLCCOM2.3K shtrimmed | 2.3K | $267.4K | trimmed |
| EASTERN BANKCOM2.2K shtrimmed | 2.2K | $256.7K | trimmed |
| City Center Advisors, LLCCOM2.2K shtrimmed | 2.2K | $250.5K | trimmed |
| Post Resch Tallon Group Inc.COM2K shtrimmed | 2K | $232.1K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM2K shtrimmed | 2K | $229.3K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2K sh— | 2K | $225.9K | — |
| Grove Bank & TrustCOM1.6K shadded | 1.6K | $181.1K | added |
| Bank of New HampshireCOM891 shheld | 891 | $102.8K | held |
| Bullock Wealth Management GroupStock754 shadded | 754 | $86.5K | added |
| Pacifica Partners Inc.COM729 shheld | 729 | $83.6K | held |
| Wealth Enhancement Trust Services, Inc.COM326 shadded | 326 | $37.6K | added |
| Rosenberg Matthew HamiltonStock306 shheld | 306 | $35.3K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM202 shtrimmed | 202 | $23.3K | trimmed |
| Marquette Asset Management, LLCCOM162 shheld | 162 | $18.7K | held |
| Dakota Community Bank & Trust NACOM134 shheld | 134 | $15.5K | held |
| Retirement Wealth Solutions LLCCOM117 shadded | 117 | $13.5K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock108 shheld | 108 | $12.5K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM87 shtrimmed | 87 | $10K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM84 shadded | 84 | $9.7K | added |
| Paladin Partners, LLCStock75 shheld | 75 | $8.7K | held |
| Bank & Trust CoCOM50 shheld | 50 | $5.8K | held |
| Davis Capital ManagementStock39 shadded | 39 | $4.5K | added |
| Trust CoStock14 shheld | 14 | $1.6K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM5 sh— | 5 | $577 | — |