| Adams Asset Advisors, LLCCOM967.4K shtrimmed | 967.4K | $53.5M | trimmed |
| Lincoln Capital LLCCOM63.2K shtrimmed | 63.2K | $3.5M | trimmed |
| Farther Finance Advisors, LLCStock56.7K shadded | 56.7K | $3.1M | added |
| Gradient Investments LLCCOM28.8K shadded | 28.8K | $1.6M | added |
| Wedmont Private CapitalCOM24.6K shadded | 24.6K | $1.5M | added |
| GAMMA Investing LLCCommon Stock23.1K shadded | 23.1K | $1.3M | added |
| Central Pacific Bank - Trust DivisionCOM19.1K shtrimmed | 19.1K | $1.1M | trimmed |
| Valeo Financial Advisors, LLCStock18.1K shtrimmed | 18.1K | $1M | trimmed |
| Hardin Capital Partners, LLCCOM17.2K shtrimmed | 17.2K | $952.5K | trimmed |
| Pacifica Partners Inc.COM16K shtrimmed | 16K | $922.8K | trimmed |
| CenterStar Asset Management, LLCCOM15.4K sh— | 15.4K | $851.9K | — |
| Athena Wealth Management, LLCCOM14.7K shtrimmed | 14.7K | $813.6K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM14.3K shadded | 14.3K | $789.9K | added |
| RIVERSEDGE ADVISORS, LLCCOM13.1K shadded | 13.1K | $727K | added |
| Everhart Financial Group, Inc.COM12.8K shadded | 12.8K | $710.8K | added |
| CHAPIN DAVIS, INC.COM12.4K shheld | 12.4K | $687.3K | held |
| Kearns & Associates LLCCOM11.4K shheld | 11.4K | $628.9K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM10K shadded | 10K | $553.8K | added |
| Venture Visionary Partners LLCCOM9.6K shadded | 9.6K | $533.3K | added |
| VISTA INVESTMENT PARTNERS LLCCOM9.6K sh— | 9.6K | $532.1K | — |
| Apella Capital, LLCCOM9K shadded | 9K | $522.7K | added |
| LifeGoal Investments, LLCCOM6.4K sh— | 6.4K | $356.8K | — |
| CenterStar Asset Management, LLCCOM6.4K sh— | 6.4K | $355.4K | — |
| FINANCIAL MANAGEMENT NETWORK INCCOM5.9K shtrimmed | 5.9K | $345.9K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.8K shadded | 4.8K | $263.3K | added |
| Rosenberg Matthew HamiltonStock4.2K shadded | 4.2K | $235.1K | added |
| Avidian Wealth Enterprises, LLCCOM3.8K sh— | 3.8K | $208.8K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM3.3K shadded | 3.3K | $179.9K | added |
| CoreCap Advisors, LLCStock2.9K shadded | 2.9K | $158K | added |
| Investors Research CorpCOM2.7K shtrimmed | 2.7K | $151K | trimmed |
| EASTERN BANKCOM2.3K shheld | 2.3K | $128.7K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1.7K shadded | 1.7K | $92.4K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.6K shtrimmed | 1.6K | $89.2K | trimmed |
| TOMPKINS FINANCIAL CORPCOM1.5K shheld | 1.5K | $81.7K | held |
| GK Wealth Management LLCCOM1.4K sh— | 1.4K | $77K | — |
| Grove Bank & TrustCOM796 shheld | 796 | $44K | held |
| Byrne Asset Management LLCCOM479 shheld | 479 | $27.7K | held |
| VALLEY WEALTH MANAGERS, INC.Stock492 shheld | 492 | $27.2K | held |
| Bank & Trust CoCOM388 shheld | 388 | $21.5K | held |
| ACIMA PRIVATE WEALTH, LLCStock181 shheld | 181 | $10K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM171 shtrimmed | 171 | $9.5K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM121 shtrimmed | 121 | $6.7K | trimmed |
| Davis Capital ManagementStock26 shadded | 26 | $1.4K | added |
| Trust CoStock23 shheld | 23 | $1.3K | held |
| Bullock Wealth Management GroupStock19 shadded | 19 | $1.1K | added |
| ATWOOD & PALMER INCCOM10 shheld | 10 | $554 | held |
| Retirement Wealth Solutions LLCCOM7 shtrimmed | 7 | $388 | trimmed |