| Douglas Lane & Associates, LLCCOMMON1.5M shadded | 1.5M | $53.9M | added |
| PARK NATIONAL CORP /OH/Com698.6K shadded | 698.6K | $24.7M | added |
| ROCKLAND TRUST COCL B633.8K shadded | 633.8K | $22.4M | added |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCL B398K shadded | 398K | $14.1M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock224.4K shadded | 224.4K | $7.9M | added |
| JACOBS & CO/CACOM111.7K shtrimmed | 111.7K | $4M | trimmed |
| Quintet Private Bank (Europe) S.A.CL B95.5K shadded | 95.5K | $3.4M | added |
| WoodTrust Financial CorpCOMMON86.5K shtrimmed | 86.5K | $3.1M | trimmed |
| Martin Capital Partners, LLCCL B77.9K shtrimmed | 77.9K | $2.8M | trimmed |
| Farther Finance Advisors, LLCStock55.3K shadded | 55.3K | $2M | added |
| Kessler Investment Group, LLCCL B43.9K sh— | 43.9K | $1.6M | — |
| Iowa State BankCom36.2K shtrimmed | 36.2K | $1.3M | trimmed |
| Pacifica Partners Inc.CL B29.3K shtrimmed | 29.3K | $1M | trimmed |
| GAMMA Investing LLCCommon Stock26.4K shtrimmed | 26.4K | $932.9K | trimmed |
| Valeo Financial Advisors, LLCStock25.9K shtrimmed | 25.9K | $916.4K | trimmed |
| Bath Savings Trust CoCommon Stock22.7K shtrimmed | 22.7K | $802.8K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM21.8K shtrimmed | 21.8K | $770.2K | trimmed |
| Avidian Wealth Enterprises, LLCCL B19.7K shtrimmed | 19.7K | $697.2K | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock18.7K shtrimmed | 18.7K | $663.3K | trimmed |
| DAVIDSON TRUST COEquities18.1K shheld | 18.1K | $641.6K | held |
| Wedmont Private CapitalCL B16K shadded | 16K | $555.8K | added |
| ALKEME WEALTH, LLCCL B15.4K shtrimmed | 15.4K | $545.9K | trimmed |
| Violich Capital Management, Inc.COM15K shtrimmed | 15K | $531.4K | trimmed |
| Castleview Partners, LLCCL B14.9K shadded | 14.9K | $526.6K | added |
| Venture Visionary Partners LLCCL B11.2K shtrimmed | 11.2K | $397.4K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom11.1K shtrimmed | 11.1K | $392.8K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCL B11K shtrimmed | 11K | $389.7K | trimmed |
| YHB Investment Advisors, Inc.CL B10.8K shtrimmed | 10.8K | $383.6K | trimmed |
| Investors Research CorpCL B10.6K shtrimmed | 10.6K | $376.3K | trimmed |
| Lincoln Capital LLCCL B10.6K shtrimmed | 10.6K | $373.7K | trimmed |
| NEVILLE RODIE & SHAW INCCOM9.3K shadded | 9.3K | $328K | added |
| Apella Capital, LLCCL B9K shadded | 9K | $310.6K | added |
| Brown Shipley& Co LtdCL B8.4K shadded | 8.4K | $296.8K | added |
| Grove Bank & TrustCL B5.8K shtrimmed | 5.8K | $205.2K | trimmed |
| Everhart Financial Group, Inc.CL B5.8K shadded | 5.8K | $204.2K | added |
| Stokes Capital Advisors, LLCCL B5.8K shadded | 5.8K | $203.6K | added |
| General Partner, Inc.CL5.2K shheld | 5.2K | $183.4K | held |
| TOMPKINS FINANCIAL CORPCL B4.8K shtrimmed | 4.8K | $168.9K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCL B4.4K shheld | 4.4K | $154.3K | held |
| EASTERN BANKCL B4.1K shtrimmed | 4.1K | $145.1K | trimmed |
| CoreCap Advisors, LLCStock3.3K shtrimmed | 3.3K | $116.7K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.3K shtrimmed | 3.3K | $115.3K | trimmed |
| Bullock Wealth Management GroupStock3K shadded | 3K | $106.4K | added |
| TOTH FINANCIAL ADVISORY CORPCL B2.5K shtrimmed | 2.5K | $86.8K | trimmed |
| Wealth Enhancement Trust Services, Inc.CL B1.9K shtrimmed | 1.9K | $66.5K | trimmed |
| Bangor Savings BankCL B1.7K shtrimmed | 1.7K | $59.5K | trimmed |
| GK Wealth Management LLCCL B1.3K sh— | 1.3K | $44.6K | — |
| GILPIN WEALTH MANAGEMENT, LLCCL B1K shtrimmed | 1K | $36.6K | trimmed |
| Rosenberg Matthew HamiltonStock754 shtrimmed | 754 | $26.7K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCL B481 shtrimmed | 481 | $17K | trimmed |
| Marquette Asset Management, LLCCL B431 shadded | 431 | $15.3K | added |
| ATWOOD & PALMER INCCOM412 shheld | 412 | $14.6K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCL B400 sh— | 400 | $14.3K | — |
| Apella Capital, LLCCL B400 shtrimmed | 400 | $13.7K | trimmed |
| Trust CoStock280 shtrimmed | 280 | $9.9K | trimmed |
| Aventus Investment Advisors, Inc.Stock232 shheld | 232 | $8.2K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock225 shadded | 225 | $8K | added |
| Byrne Asset Management LLCCOM100 shheld | 100 | $3.5K | held |
| Bank of New HampshireCL B35 shtrimmed | 35 | $1.2K | trimmed |
| Davis Capital ManagementStock32 shtrimmed | 32 | $1.1K | trimmed |