| JIA INVESTMENT ALLIANCE PTE. LTD.ADR426.7K shheld | 426.7K | $16.2M | held |
| Martin Capital Partners, LLCADR119.3K shtrimmed | 119.3K | $4.5M | trimmed |
| Farther Finance Advisors, LLCADR91.8K shadded | 91.8K | $3.5M | added |
| Eastover Investment Advisors LLCADR83.2K shtrimmed | 83.2K | $3.2M | trimmed |
| EASTERN BANKADR82.4K shtrimmed | 82.4K | $3.1M | trimmed |
| Norman Fields, Gottscho Capital Management, LLCCOM37.1K shtrimmed | 37.1K | $1.4M | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock33.6K shtrimmed | 33.6K | $1.3M | trimmed |
| Heartwood Wealth Advisors LLCADR28.6K shtrimmed | 28.6K | $1.1M | trimmed |
| Valeo Financial Advisors, LLCADR25.5K shtrimmed | 25.5K | $966.4K | trimmed |
| Ridgewood Investments LLCADR25K shadded | 25K | $946.6K | added |
| Bangor Savings BankADR24.8K shtrimmed | 24.8K | $941.8K | trimmed |
| Avidian Wealth Enterprises, LLCADR24.2K shtrimmed | 24.2K | $915.9K | trimmed |
| Venture Visionary Partners LLCADR24.1K shtrimmed | 24.1K | $915.4K | trimmed |
| Investors Research CorpADR17.8K shtrimmed | 17.8K | $675.7K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCADR16.3K shadded | 16.3K | $618.4K | added |
| AVAII WEALTH MANAGEMENT, LLCADR15.8K shadded | 15.8K | $587.8K | added |
| CenterStar Asset Management, LLCADR13.9K shtrimmed | 13.9K | $526.9K | trimmed |
| ALKEME WEALTH, LLCADR13.3K shtrimmed | 13.3K | $503.4K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCADR12.7K shtrimmed | 12.7K | $483K | trimmed |
| SAPIENT CAPITAL LLCADR12.7K shheld | 12.7K | $479.6K | held |
| Quintet Private Bank (Europe) S.A.ADR12.2K shheld | 12.2K | $461.2K | held |
| MOODY NATIONAL BANK TRUST DIVISIONADR11.9K shadded | 11.9K | $449.4K | added |
| DIVERSIFIED MANAGEMENT INCADR11K shadded | 11K | $415.1K | added |
| GAMMA Investing LLCADR9.8K shtrimmed | 9.8K | $371.1K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.ADR9.7K shtrimmed | 9.7K | $366.3K | trimmed |
| CENTRAL BANK & TRUST COEquities9.5K shtrimmed | 9.5K | $362K | trimmed |
| CenterStar Asset Management, LLCADR9.2K shtrimmed | 9.2K | $348.8K | trimmed |
| Stokes Capital Advisors, LLCADR8.6K shheld | 8.6K | $326K | held |
| Wedmont Private CapitalADR7.7K shtrimmed | 7.7K | $294.7K | trimmed |
| Atlas Brown,Inc.ADR7.4K sh— | 7.4K | $278.9K | — |
| Gallagher Capital Advisors, LLCADR7.1K shadded | 7.1K | $268.6K | added |
| Keystone Financial Planning, Inc.ADR7K shheld | 7K | $265.9K | held |
| Bath Savings Trust CoInt'l Common Stock7K shtrimmed | 7K | $265.4K | trimmed |
| Grove Bank & TrustADR6.9K shtrimmed | 6.9K | $263.4K | trimmed |
| ARMSTRONG HENRY H ASSOCIATES INCADR6.7K shheld | 6.7K | $252.6K | held |
| Central Pacific Bank - Trust DivisionADR6.3K shtrimmed | 6.3K | $238.8K | trimmed |
| GK Wealth Management LLCADR6.2K shtrimmed | 6.2K | $233.7K | trimmed |
| Rosenberg Matthew HamiltonADR6.1K shadded | 6.1K | $233.1K | added |
| Hardin Capital Partners, LLCADR6K shtrimmed | 6K | $227.5K | trimmed |
| CoreCap Advisors, LLCADR4.3K shtrimmed | 4.3K | $164K | trimmed |
| Byrne Asset Management LLCCOM3.1K shadded | 3.1K | $114.3K | added |
| General Partner, Inc.CL2.1K shheld | 2.1K | $78.9K | held |
| GILPIN WEALTH MANAGEMENT, LLCADR1.4K shadded | 1.4K | $54.9K | added |
| ARMSTRONG ADVISORY GROUP, INCADR715 shheld | 715 | $27.1K | held |
| ATWOOD & PALMER INCCOM400 shheld | 400 | $15.2K | held |
| MJT & Associates Financial Advisory Group, Inc.ADR283 shadded | 283 | $10.7K | added |
| Bank & Trust CoADR233 shheld | 233 | $8.8K | held |
| ELEVATION WEALTH PARTNERS, LLCADR218 shheld | 218 | $8.3K | held |
| Bullock Wealth Management GroupADR219 shtrimmed | 219 | $8.2K | trimmed |
| Retirement Wealth Solutions LLCADR203 shadded | 203 | $7.7K | added |
| Valeo Financial Advisors, LLCADR200 shtrimmed | 200 | $7.6K | trimmed |
| Pacifica Partners Inc.ADR153 shheld | 153 | $5.7K | held |
| Dorato Capital ManagementADR126 shheld | 126 | $4.8K | held |
| TOTH FINANCIAL ADVISORY CORPADR28 sh— | 28 | $1.1K | — |
| Horrell Capital Management, Inc.COM20 shheld | 20 | $1K | held |
| Olistico Wealth, LLCADR16 shheld | 16 | $607 | held |
| Bank of New HampshireADR15 shheld | 15 | $569 | held |