| Sound Income Strategies, LLCCOM368.3K shadded | 368.3K | $20M | added |
| Pensionfund PDNCOMMON STOCK134.9K shtrimmed | 134.9K | $7.3M | trimmed |
| PARK NATIONAL CORP /OH/Com110.2K shtrimmed | 110.2K | $6M | trimmed |
| Martin Capital Partners, LLCCOM108.1K shadded | 108.1K | $5.9M | added |
| Dupree Financial Group, LLCCOM90.5K shadded | 90.5K | $4.9M | added |
| VALLEY WEALTH MANAGERS, INC.REIT79.4K shadded | 79.4K | $4.3M | added |
| Pensionfund SabicCOMMON STOCK66K shtrimmed | 66K | $3.6M | trimmed |
| Adams Asset Advisors, LLCCOM62.7K shadded | 62.7K | $3.4M | added |
| Gerald Baker Financial Group LLCCOM51.1K shadded | 51.1K | $2.8M | added |
| Farther Finance Advisors, LLCREIT43.7K shtrimmed | 43.7K | $2.4M | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock39.4K shadded | 39.4K | $2.1M | added |
| Dickmeyer Boyce Financial Management, Inc.COM34.8K shtrimmed | 34.8K | $1.9M | trimmed |
| Castle Rock Wealth Management, LLCCOM31.8K shadded | 31.8K | $1.7M | added |
| Venture Visionary Partners LLCCOM30.8K shadded | 30.8K | $1.7M | added |
| Prosperity Planning, Inc.COM28.7K shtrimmed | 28.7K | $1.6M | trimmed |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIREIT26.2K shtrimmed | 26.2K | $1.4M | trimmed |
| Applied Capital LLC/FLCOM25.4K shadded | 25.4K | $1.4M | added |
| Avidian Wealth Enterprises, LLCCOM22.7K shadded | 22.7K | $1.2M | added |
| Investors Research CorpCOM19.4K shtrimmed | 19.4K | $1.1M | trimmed |
| GAMMA Investing LLCREIT18.2K shtrimmed | 18.2K | $990.7K | trimmed |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT16.8K shtrimmed | 16.8K | $912.3K | trimmed |
| PFW Advisors LLCCOM12.7K shtrimmed | 12.7K | $688.7K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM11.6K shtrimmed | 11.6K | $629.3K | trimmed |
| Everhart Financial Group, Inc.COM10.9K shadded | 10.9K | $591.5K | added |
| MAGNOLIA CAPITAL MANAGEMENT LTDRET10.7K shtrimmed | 10.7K | $582K | trimmed |
| Tactive Advisors, LLCCOM9.1K shtrimmed | 9.1K | $492.8K | trimmed |
| Wedmont Private CapitalCOM8.2K shtrimmed | 8.2K | $444.5K | trimmed |
| ANB BANKCom7.1K shtrimmed | 7.1K | $383.6K | trimmed |
| Monument Capital ManagementCOM7K shtrimmed | 7K | $378.4K | trimmed |
| Valeo Financial Advisors, LLCREIT6.8K shadded | 6.8K | $370.8K | added |
| Meadowbrook Wealth Management, LLCMid Cap US Bl Eq6.6K shheld | 6.6K | $358.5K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM6.6K shadded | 6.6K | $358.1K | added |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM5.6K shheld | 5.6K | $304.9K | held |
| FINANCIAL MANAGEMENT NETWORK INCCOM5.6K shtrimmed | 5.6K | $303K | trimmed |
| FSA Investment Group, LLCCOM5.6K shadded | 5.6K | $302.3K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.9K shtrimmed | 4.9K | $267.8K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.8K shtrimmed | 4.8K | $259.8K | trimmed |
| Bullock Wealth Management GroupREIT4.7K shadded | 4.7K | $250K | added |
| Legacy Wealth Asset Management, LLCCOM3.8K shtrimmed | 3.8K | $204.8K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM3.1K shheld | 3.1K | $165.6K | held |
| CoreCap Advisors, LLCREIT2.3K shadded | 2.3K | $126.5K | added |
| Grove Bank & TrustCOM1.6K shheld | 1.6K | $89.5K | held |
| Rosenberg Matthew HamiltonREIT1.6K shtrimmed | 1.6K | $84.2K | trimmed |
| Bangor Savings BankCOM1.5K shheld | 1.5K | $83.5K | held |
| Pacifica Partners Inc.COM1.4K shadded | 1.4K | $76.2K | added |
| GK Wealth Management LLCCOM843 sh— | 843 | $45.8K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM351 shadded | 351 | $19.1K | added |
| Wealth Enhancement Trust Services, Inc.COM300 shadded | 300 | $16.3K | added |
| FIRST COMMUNITY TRUST NACOM254 shheld | 254 | $13.8K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM200 sh— | 200 | $10.9K | — |
| Retirement Wealth Solutions LLCCOM71 shadded | 71 | $3.9K | added |
| Paladin Partners, LLCREIT70 shheld | 70 | $3.8K | held |
| Davis Capital ManagementREIT16 shtrimmed | 16 | $869 | trimmed |
| Trust CoREIT6 shheld | 6 | $326 | held |