| Private Capital Advisors, Inc.COM20.5K shtrimmed | 20.5K | $9.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock18.1K shtrimmed | 18.1K | $8.8M | trimmed |
| WoodTrust Financial CorpCOMMON11.5K shadded | 11.5K | $5.6M | added |
| Stokes Capital Advisors, LLCCOM10.5K shtrimmed | 10.5K | $5.1M | trimmed |
| Farther Finance Advisors, LLCStock8.1K shadded | 8.1K | $3.9M | added |
| Werlinich Asset Management, LLCCOM7K shheld | 7K | $3.4M | held |
| Apella Capital, LLCCOM5.7K shadded | 5.7K | $2.7M | added |
| GAMMA Investing LLCCommon Stock5.1K shadded | 5.1K | $2.4M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.4K shadded | 4.4K | $2.1M | added |
| Red Spruce Capital, LLCCOM4.1K shadded | 4.1K | $2M | added |
| Central Pacific Bank - Trust DivisionCOM4K shheld | 4K | $1.9M | held |
| ECLECTIC ASSOCIATES INC /ADVCOM3.7K shadded | 3.7K | $1.8M | added |
| S.E.E.D. Planning Group LLCCOM3K shadded | 3K | $1.5M | added |
| Oak Grove Capital LLCCOM3K shheld | 3K | $1.5M | held |
| Castle Rock Wealth Management, LLCCOM2.9K shtrimmed | 2.9K | $1.4M | trimmed |
| CENTRAL BANK & TRUST COEquities2.8K shadded | 2.8K | $1.4M | added |
| Valeo Financial Advisors, LLCStock2.8K shadded | 2.8K | $1.4M | added |
| Wedmont Private CapitalCOM2.7K shtrimmed | 2.7K | $1.3M | trimmed |
| Venture Visionary Partners LLCCOM2.6K shadded | 2.6K | $1.3M | added |
| Cassilly Financial Group LLCCOM2.5K shadded | 2.5K | $1.2M | added |
| CoreCap Advisors, LLCStock2.3K shtrimmed | 2.3K | $1.1M | trimmed |
| Bath Savings Trust CoCommon Stock2.1K shtrimmed | 2.1K | $1M | trimmed |
| Weaver Consulting GroupCOM1.7K shtrimmed | 1.7K | $844.6K | trimmed |
| Cox Capital Mgt LLCStock1.7K shheld | 1.7K | $842.2K | held |
| EASTERN BANKCOM1.7K shadded | 1.7K | $823.4K | added |
| Bullock Wealth Management GroupStock1.7K shadded | 1.7K | $822K | added |
| Athena Wealth Management, LLCCOM1.7K shadded | 1.7K | $814.3K | added |
| Norman Fields, Gottscho Capital Management, LLCCOM1.7K shtrimmed | 1.7K | $807.4K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM1.5K shadded | 1.5K | $746.5K | added |
| Emprise BankEquities1.5K shtrimmed | 1.5K | $711.2K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM1.4K shtrimmed | 1.4K | $670.6K | trimmed |
| Adelphi Trust CoCommon Stock1.4K shadded | 1.4K | $656.1K | added |
| SAPIENT CAPITAL LLCCOM1.3K shtrimmed | 1.3K | $627.1K | trimmed |
| Cooper Financial GroupCOM1.3K shtrimmed | 1.3K | $619.8K | trimmed |
| Dorato Capital ManagementCOM1.3K shheld | 1.3K | $617.9K | held |
| Pacifica Partners Inc.COM1.3K shheld | 1.3K | $609.7K | held |
| DIVERSIFIED MANAGEMENT INCCOM1.2K shadded | 1.2K | $558.4K | added |
| Greenfield Savings BankCOM1.1K shtrimmed | 1.1K | $530.9K | trimmed |
| Legacy Wealth Asset Management, LLCCOM1.1K shadded | 1.1K | $523.1K | added |
| Avidian Wealth Enterprises, LLCCOM1K shadded | 1K | $500.5K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1K shadded | 1K | $486.4K | added |
| Acropolis Investment Management, LLCCOM973 shtrimmed | 973 | $470.5K | trimmed |
| First Heartland Consultants, Inc.COM946 shadded | 946 | $457.5K | added |
| Investors Research CorpCOM878 shtrimmed | 878 | $424.5K | trimmed |
| Paragon Capital Management LtdCOM858 shheld | 858 | $414.8K | held |
| Shulman DeMeo Asset Management LLCCOM827 shtrimmed | 827 | $393.7K | trimmed |
| Everhart Financial Group, Inc.COM740 shtrimmed | 740 | $357.8K | trimmed |
| Sound Income Strategies, LLCCOM646 shheld | 646 | $313K | held |
| FIRST COMMUNITY TRUST NACOM632 shadded | 632 | $305.6K | added |
| Rosenberg Matthew HamiltonStock626 shadded | 626 | $302.7K | added |
| CHAPIN DAVIS, INC.COM613 shadded | 613 | $296.4K | added |
| WALLER FINANCIAL PLANNING GROUP, INCCOM607 shtrimmed | 607 | $293.5K | trimmed |
| Financial Designs CorpCOM603 shheld | 603 | $291.5K | held |
| FINANCIAL MANAGEMENT NETWORK INCCOM587 shtrimmed | 587 | $280.4K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM573 shadded | 573 | $277K | added |
| Atlas Brown,Inc.Stock550 shadded | 550 | $265.9K | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock547 shtrimmed | 547 | $264.7K | trimmed |
| Baring Financial LLCCOM545 shadded | 545 | $263.5K | added |
| Cambridge Financial Group, LLCCOM508 shheld | 508 | $258.7K | held |
| CONGRESS ASSET MANAGEMENT COCOM529 shadded | 529 | $255.6K | added |
| Castleview Partners, LLCCOM510 shheld | 510 | $246.7K | held |
| ACIMA PRIVATE WEALTH, LLCStock480 shheld | 480 | $232.1K | held |
| Exchange BankCOMMON STOCK478 shheld | 478 | $231.1K | held |
| Gradient Investments LLCCOM453 shadded | 453 | $219K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock419 shtrimmed | 419 | $202.7K | trimmed |
| Balefire, LLCCOM415 shadded | 415 | $200.7K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM414 shtrimmed | 414 | $200.2K | trimmed |
| Dakota Community Bank & Trust NACOM333 shadded | 333 | $161K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM239 shheld | 239 | $115.6K | held |
| Grove Bank & TrustCOM223 shadded | 223 | $107.8K | added |
| Bangor Savings BankCOM205 shtrimmed | 205 | $99.1K | trimmed |
| Trust CoStock93 shheld | 93 | $45K | held |
| GK Wealth Management LLCCOM92 sh— | 92 | $44.4K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM63 shtrimmed | 63 | $30.5K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM60 shheld | 60 | $29K | held |
| Bank & Trust CoCOM51 shheld | 51 | $24.7K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM33 shtrimmed | 33 | $16K | trimmed |
| Horrell Capital Management, Inc.COM27 shheld | 27 | $13.1K | held |
| ATWOOD & PALMER INCCOM10 shheld | 10 | $4.8K | held |
| Retirement Wealth Solutions LLCCOM10 shadded | 10 | $4.8K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock7 shtrimmed | 7 | $3.4K | trimmed |
| Davis Capital ManagementStock6 shtrimmed | 6 | $2.9K | trimmed |
| Marquette Asset Management, LLCCOM1 shtrimmed | 1 | $484 | trimmed |