| Mn Services Vermogensbeheer B.V.COM113.2K shheld | 113.2K | $7.3M | held |
| Lincoln Capital LLCCOM63.1K shtrimmed | 63.1K | $4.1M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom40.2K shadded | 40.2K | $2.6M | added |
| Ridgewood Investments LLCCOM23.2K shadded | 23.2K | $1.5M | added |
| Venture Visionary Partners LLCCOM21.9K shtrimmed | 21.9K | $1.4M | trimmed |
| YHB Investment Advisors, Inc.COM17.4K shtrimmed | 17.4K | $1.1M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM13K shadded | 13K | $837.9K | added |
| Canandaigua National Trust Co of FloridaCom12.4K shadded | 12.4K | $800.7K | added |
| Brown Shipley& Co LtdCOM11.5K shtrimmed | 11.5K | $742.8K | trimmed |
| NEVILLE RODIE & SHAW INCCOM11.1K shheld | 11.1K | $714K | held |
| Cooper Financial GroupCOM9.8K shadded | 9.8K | $627.9K | added |
| GAMMA Investing LLCCommon Stock9.5K shadded | 9.5K | $611.7K | added |
| Valeo Financial Advisors, LLCStock8.5K shadded | 8.5K | $545.4K | added |
| Farther Finance Advisors, LLCStock8.4K shadded | 8.4K | $540.4K | added |
| ROCKLAND TRUST COCOM7.3K shtrimmed | 7.3K | $472.1K | trimmed |
| EASTERN BANKCOM7.1K shadded | 7.1K | $459.4K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM6K shadded | 6K | $387.8K | added |
| Wedmont Private CapitalCOM5.4K shadded | 5.4K | $359.8K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM5.3K shtrimmed | 5.3K | $338.3K | trimmed |
| Apella Capital, LLCCOM4.6K shadded | 4.6K | $304.9K | added |
| Quintet Private Bank (Europe) S.A.COM4.3K shtrimmed | 4.3K | $273.6K | trimmed |
| ATWOOD & PALMER INCCOM3.8K shtrimmed | 3.8K | $242.8K | trimmed |
| General Partner, Inc.CL3K shheld | 3K | $194.8K | held |
| Acropolis Investment Management, LLCCOM1.7K shtrimmed | 1.7K | $108.7K | trimmed |
| Bangor Savings BankCOM1.6K shheld | 1.6K | $102.2K | held |
| STEPH & COCOM1.3K shheld | 1.3K | $81.1K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.2K shtrimmed | 1.2K | $79.8K | trimmed |
| Grove Bank & TrustCOM853 shtrimmed | 853 | $54.9K | trimmed |
| Pacifica Partners Inc.COM741 shheld | 741 | $47.8K | held |
| CoreCap Advisors, LLCStock725 shadded | 725 | $46.6K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM686 shadded | 686 | $44.1K | added |
| ACIMA PRIVATE WEALTH, LLCStock650 shheld | 650 | $41.8K | held |
| Bank of New HampshireCOM579 shheld | 579 | $37.2K | held |
| Bullock Wealth Management GroupStock533 shtrimmed | 533 | $34.4K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM500 shheld | 500 | $32.2K | held |
| Wealth Enhancement Trust Services, Inc.COM399 shtrimmed | 399 | $25.7K | trimmed |
| Central Pacific Bank - Trust DivisionCOM235 shheld | 235 | $15.1K | held |
| Apella Capital, LLCCOM200 shtrimmed | 200 | $13.1K | trimmed |
| Marquette Asset Management, LLCCOM179 shadded | 179 | $11.5K | added |
| Olistico Wealth, LLCStock166 shtrimmed | 166 | $10.7K | trimmed |
| TOMPKINS FINANCIAL CORPCOM130 shheld | 130 | $8.4K | held |
| Investors Research CorpCOM116 shheld | 116 | $7.5K | held |
| Dorato Capital ManagementCOM110 shheld | 110 | $7.2K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM111 shheld | 111 | $7.1K | held |
| Rosenberg Matthew HamiltonStock107 shheld | 107 | $6.9K | held |
| FIRST COMMUNITY TRUST NACOM75 shheld | 75 | $4.8K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock32 shheld | 32 | $2.1K | held |
| Davis Capital ManagementStock23 shadded | 23 | $1.5K | added |
| Trust CoStock18 shtrimmed | 18 | $1.2K | trimmed |
| Retirement Wealth Solutions LLCCOM10 shheld | 10 | $644 | held |