| Ausbil Investment Management LtdCOM38K shadded | 38K | $11.7M | added |
| NEVILLE RODIE & SHAW INCCOM35.2K shtrimmed | 35.2K | $10.9M | trimmed |
| Farther Finance Advisors, LLCStock18.8K shadded | 18.8K | $5.8M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom17.9K shtrimmed | 17.9K | $5.5M | trimmed |
| Central Pacific Bank - Trust DivisionCOM12.9K shtrimmed | 12.9K | $4M | trimmed |
| Avidian Wealth Enterprises, LLCCOM12.8K shtrimmed | 12.8K | $4M | trimmed |
| Wedmont Private CapitalCOM8.3K shadded | 8.3K | $2.6M | added |
| Partnership Wealth Management, LLCStock8K shheld | 8K | $2.5M | held |
| GAMMA Investing LLCCommon Stock7.7K shadded | 7.7K | $2.4M | added |
| PARK NATIONAL CORP /OH/Com6.3K shtrimmed | 6.3K | $1.9M | trimmed |
| Valeo Financial Advisors, LLCStock6.1K shadded | 6.1K | $1.9M | added |
| Exchange BankCOMMON STOCK5K shtrimmed | 5K | $1.6M | trimmed |
| Werlinich Asset Management, LLCCOM4.1K shheld | 4.1K | $1.3M | held |
| Venture Visionary Partners LLCCOM3.9K shadded | 3.9K | $1.2M | added |
| Acropolis Investment Management, LLCCOM3.7K shheld | 3.7K | $1.1M | held |
| Everhart Financial Group, Inc.COM3.2K shadded | 3.2K | $1M | added |
| CoreCap Advisors, LLCStock3.1K shadded | 3.1K | $963.8K | added |
| TOTH FINANCIAL ADVISORY CORPCOM3K shtrimmed | 3K | $931.9K | trimmed |
| Norman Fields, Gottscho Capital Management, LLCCOM2.8K shtrimmed | 2.8K | $877.6K | trimmed |
| Apella Capital, LLCCOM2.4K shadded | 2.4K | $763.4K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2.4K shheld | 2.4K | $729.5K | held |
| KFA Private Wealth Group, LLCCOM2.3K shadded | 2.3K | $716.5K | added |
| Kaydan Wealth Management, Inc.COM2.1K sh— | 2.1K | $640.9K | — |
| INSPIRION WEALTH ADVISORS, LLCCOM1.9K shtrimmed | 1.9K | $587.6K | trimmed |
| Pathway Financial Advisors LLCCOM1.9K shheld | 1.9K | $587.4K | held |
| Successful Portfolios LLCCOM1.8K shtrimmed | 1.8K | $578K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM1.8K shheld | 1.8K | $570.8K | held |
| Wealth Science Advisors LLCCOM1.8K shheld | 1.8K | $556.2K | held |
| EASTERN BANKCOM1.8K shtrimmed | 1.8K | $547.2K | trimmed |
| Mirador Capital Partners LPCOM1.8K shheld | 1.8K | $541.4K | held |
| David J Yvars GroupCOM1.6K shheld | 1.6K | $491.3K | held |
| Graves Light Lenhart Wealth, Inc.COM1.6K shtrimmed | 1.6K | $488.2K | trimmed |
| Gerald Baker Financial Group LLCCOM1.6K shheld | 1.6K | $479.5K | held |
| Bank of New HampshireCOM1.5K shheld | 1.5K | $460.4K | held |
| ROCKLAND TRUST COCOM1.5K shtrimmed | 1.5K | $457.6K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM1.5K shadded | 1.5K | $455.8K | added |
| DAVIDSON TRUST COEquities1.5K shheld | 1.5K | $448.7K | held |
| Pioneer Wealth Management GroupCOM1.4K shadded | 1.4K | $442.5K | added |
| Hardin Capital Partners, LLCCOM1.3K shheld | 1.3K | $415.6K | held |
| Douglas Lane & Associates, LLCCOMMON1.3K shheld | 1.3K | $411.6K | held |
| LifeGoal Investments, LLCCOM1.3K shadded | 1.3K | $407.9K | added |
| Bill Few Associates, Inc.COM1.3K shheld | 1.3K | $396.8K | held |
| Heartwood Wealth Advisors LLCStock1.3K shadded | 1.3K | $387.5K | added |
| Dorato Capital ManagementCOM1.2K shheld | 1.2K | $382.7K | held |
| YHB Investment Advisors, Inc.COM1.2K shtrimmed | 1.2K | $379.6K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.2K shtrimmed | 1.2K | $364.3K | trimmed |
| Sound Income Strategies, LLCCOM1.1K shtrimmed | 1.1K | $353.8K | trimmed |
| Canandaigua National Trust Co of FloridaCom1K shtrimmed | 1K | $311.8K | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM1K shheld | 1K | $309K | held |
| Trinity Financial Advisors LLCCOM980 shheld | 980 | $303K | held |
| Gradient Investments LLCCOM972 shadded | 972 | $300.3K | added |
| First Heartland Consultants, Inc.COM967 shheld | 967 | $298.8K | held |
| Decker Wealth Management LLCCOM937 shadded | 937 | $289.5K | added |
| Sunburst Financial Group, LLCCOM913 shheld | 913 | $282.1K | held |
| CHAPIN DAVIS, INC.COM888 shheld | 888 | $274.4K | held |
| TILIA FIDUCIARY PARTNERS, INC.Stock871 shtrimmed | 871 | $269.1K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock853 shtrimmed | 853 | $263.6K | trimmed |
| TOMPKINS FINANCIAL CORPCOM825 shheld | 825 | $254.9K | held |
| Bullock Wealth Management GroupStock797 shtrimmed | 797 | $247.4K | trimmed |
| STEPH & COCOM775 shheld | 775 | $239.5K | held |
| Greenfield Savings BankCOM755 shheld | 755 | $233.3K | held |
| Allen Mooney & Barnes Investment Advisors LLCStock750 shheld | 750 | $231.8K | held |
| Atlas Brown,Inc.Stock746 shadded | 746 | $230.5K | added |
| HALL LAURIE J TRUSTEEEquities725 shheld | 725 | $224K | held |
| CYPRESS ASSET MANAGEMENT INC/TXCOM700 shheld | 700 | $216.3K | held |
| FC Advisory LLCCOM698 shheld | 698 | $215.6K | held |
| Conrad Siegel Investment Advisors, Inc.COM679 shadded | 679 | $209.8K | added |
| Rosenberg Matthew HamiltonStock602 shheld | 602 | $186K | held |
| Grove Bank & TrustCOM514 shheld | 514 | $158.8K | held |
| Bank & Trust CoCOM454 shheld | 454 | $140.3K | held |
| Horrell Capital Management, Inc.COM362 shheld | 362 | $111.9K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM301 sh— | 301 | $93K | — |
| Bangor Savings BankCOM250 shheld | 250 | $77.3K | held |
| Trust CoStock206 shheld | 206 | $63.7K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM124 shheld | 124 | $38.3K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM90 sh— | 90 | $27.8K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM89 shadded | 89 | $27.5K | added |
| FIRST COMMUNITY TRUST NACOM50 shheld | 50 | $15.5K | held |
| Retirement Wealth Solutions LLCCOM43 shadded | 43 | $13.3K | added |
| Wealth Enhancement Trust Services, Inc.COM43 shheld | 43 | $13.3K | held |
| GK Wealth Management LLCCOM33 sh— | 33 | $10.2K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock26 shtrimmed | 26 | $8K | trimmed |
| Byrne Asset Management LLCCOM25 shheld | 25 | $7.8K | held |
| Marquette Asset Management, LLCCOM19 shheld | 19 | $5.9K | held |
| Investors Research CorpCOM19 shheld | 19 | $5.9K | held |
| Aventus Investment Advisors, Inc.Stock10 shtrimmed | 10 | $3.1K | trimmed |
| Davis Capital ManagementStock7 shadded | 7 | $2.2K | added |