| Farther Finance Advisors, LLCStock790K shadded | 790K | $67.5M | added |
| ARGENT CAPITAL MANAGEMENT LLCCOM461K shtrimmed | 461K | $39.4M | trimmed |
| Overbrook Management CorpCOM377K shtrimmed | 377K | $32.2M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM271.3K shtrimmed | 271.3K | $23.2M | trimmed |
| EASTERN BANKCOM264.2K shtrimmed | 264.2K | $22.6M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock252.5K shtrimmed | 252.5K | $21.6M | trimmed |
| Mn Services Vermogensbeheer B.V.COM244.1K shheld | 244.1K | $20.9M | held |
| SAPIENT CAPITAL LLCCOM232.1K shtrimmed | 232.1K | $19.8M | trimmed |
| Horrell Capital Management, Inc.COM202.8K shtrimmed | 202.8K | $17.3M | trimmed |
| Shelter Rock Management, LLCCOM79.5K shtrimmed | 79.5K | $6.8M | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM68K shtrimmed | 68K | $5.8M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM61.6K shtrimmed | 61.6K | $5.3M | trimmed |
| Bath Savings Trust CoCommon Stock49.9K shtrimmed | 49.9K | $4.3M | trimmed |
| Bank of New HampshireCOM45.7K shtrimmed | 45.7K | $3.9M | trimmed |
| Gradient Investments LLCCOM37.7K shtrimmed | 37.7K | $3.2M | trimmed |
| ROCKLAND TRUST COCOM36.7K shtrimmed | 36.7K | $3.1M | trimmed |
| GAMMA Investing LLCCommon Stock33.2K shadded | 33.2K | $2.8M | added |
| YHB Investment Advisors, Inc.COM32.9K shtrimmed | 32.9K | $2.8M | trimmed |
| First Heartland Consultants, Inc.COM25.2K shadded | 25.2K | $2.2M | added |
| Wedmont Private CapitalCOM23.8K shadded | 23.8K | $2M | added |
| Central Pacific Bank - Trust DivisionCOM21.8K shtrimmed | 21.8K | $1.9M | trimmed |
| WoodTrust Financial CorpCOMMON19K shheld | 19K | $1.6M | held |
| Legacy Wealth Asset Management, LLCCOM18.6K shtrimmed | 18.6K | $1.6M | trimmed |
| Valeo Financial Advisors, LLCStock17K shtrimmed | 17K | $1.5M | trimmed |
| Acropolis Investment Management, LLCCOM15.9K shtrimmed | 15.9K | $1.4M | trimmed |
| Atlas Brown,Inc.Stock13.5K shadded | 13.5K | $1.2M | added |
| Plan A Wealth LLCCOM12.3K shadded | 12.3K | $1.1M | added |
| Invariant Investment ManagementCOM11.4K shadded | 11.4K | $971.4K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom11.3K shtrimmed | 11.3K | $963.9K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM10.8K shadded | 10.8K | $924.1K | added |
| Monument Capital ManagementCOM8.9K shtrimmed | 8.9K | $755.9K | trimmed |
| Venture Visionary Partners LLCCOM8.3K shtrimmed | 8.3K | $707.6K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock8.1K shadded | 8.1K | $688.9K | added |
| JACOBS & CO/CACOM6.6K shheld | 6.6K | $563K | held |
| JUNCTURE WEALTH STRATEGIES, LLCCOM6K shadded | 6K | $513.8K | added |
| Castleview Partners, LLCCOM5.3K shadded | 5.3K | $452.4K | added |
| Everhart Financial Group, Inc.COM4.6K shtrimmed | 4.6K | $389.6K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.7K shtrimmed | 3.7K | $318.3K | trimmed |
| Sound Income Strategies, LLCCOM3.4K shtrimmed | 3.4K | $290.1K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM3.4K shadded | 3.4K | $287.7K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM3K shheld | 3K | $252.4K | held |
| Avidian Wealth Enterprises, LLCCOM2.9K shtrimmed | 2.9K | $243.5K | trimmed |
| PFW Advisors LLCCOM2.6K shheld | 2.6K | $221.6K | held |
| Rosenberg Matthew HamiltonStock2.5K shheld | 2.5K | $211.8K | held |
| Legacy Private Trust Co.COM2.5K shheld | 2.5K | $211.8K | held |
| Castle Rock Wealth Management, LLCCOM2.4K shadded | 2.4K | $206K | added |
| Canandaigua National Trust Co of FloridaCom2.4K shtrimmed | 2.4K | $203.7K | trimmed |
| Grove Bank & TrustCOM2.3K shheld | 2.3K | $194.7K | held |
| ATWOOD & PALMER INCCOM1.7K shheld | 1.7K | $140.9K | held |
| Byrne Asset Management LLCCOM810 shtrimmed | 810 | $68.9K | trimmed |
| Davis Capital ManagementStock651 shadded | 651 | $55.6K | added |
| Quintet Private Bank (Europe) S.A.COM600 shadded | 600 | $51.2K | added |
| Retirement Wealth Solutions LLCCOM437 shadded | 437 | $37.3K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM319 shtrimmed | 319 | $27.2K | trimmed |
| ACIMA PRIVATE WEALTH, LLCStock195 shheld | 195 | $16.7K | held |
| Horizons Wealth ManagementStock165 shheld | 165 | $14.1K | held |
| Marquette Asset Management, LLCCOM150 shadded | 150 | $12.8K | added |
| CoreCap Advisors, LLCStock114 shtrimmed | 114 | $9.7K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM91 shadded | 91 | $7.8K | added |
| Bullock Wealth Management GroupStock60 shheld | 60 | $5.1K | held |
| GK Wealth Management LLCCOM38 sh— | 38 | $3.2K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $171 | — |