| Douglas Lane & Associates, LLCCOMMON530K shadded | 530K | $67.2M | added |
| ROCKLAND TRUST COCOM367.2K shadded | 367.2K | $46.5M | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM182K shtrimmed | 182K | $23.1M | trimmed |
| Border to Coast Pensions Partnership LtdCommon Stock150.6K shtrimmed | 150.6K | $19.1M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock149.5K shadded | 149.5K | $18.9M | added |
| CapWealth Advisors, LLCStock122.3K shadded | 122.3K | $15.5M | added |
| ARGENT CAPITAL MANAGEMENT LLCCOM112.1K shtrimmed | 112.1K | $14.2M | trimmed |
| Farther Finance Advisors, LLCStock92.8K shadded | 92.8K | $11.8M | added |
| JACOBS & CO/CAPLC91.9K shtrimmed | 91.9K | $11.6M | trimmed |
| Adams Asset Advisors, LLCCOM87.4K shadded | 87.4K | $11.1M | added |
| Sound Income Strategies, LLCCOM80.9K shtrimmed | 80.9K | $10.4M | trimmed |
| WoodTrust Financial CorpCOMMON75.5K shadded | 75.5K | $9.6M | added |
| Violich Capital Management, Inc.COM69.2K shtrimmed | 69.2K | $8.8M | trimmed |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM65K shheld | 65K | $8.2M | held |
| TOMPKINS FINANCIAL CORPCOM63.5K shtrimmed | 63.5K | $8M | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM62.4K shtrimmed | 62.4K | $7.9M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom60K shadded | 60K | $7.6M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock53.1K shadded | 53.1K | $6.7M | added |
| Bath Savings Trust CoCommon Stock52.4K shtrimmed | 52.4K | $6.6M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM52.2K shtrimmed | 52.2K | $6.6M | trimmed |
| Stokes Capital Advisors, LLCCOM52.2K shadded | 52.2K | $6.6M | added |
| Kennon-Green & Company, LLCStock46.4K shadded | 46.4K | $5.9M | added |
| GAMMA Investing LLCCommon Stock46.2K shtrimmed | 46.2K | $5.9M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCOM45.8K shtrimmed | 45.8K | $5.8M | trimmed |
| Valeo Financial Advisors, LLCStock45.4K shadded | 45.4K | $5.8M | added |
| PARK NATIONAL CORP /OH/Com41.9K shadded | 41.9K | $5.3M | added |
| HF Advisory Group, LLCCOM41.2K shadded | 41.2K | $5.2M | added |
| Martin Capital Partners, LLCCOM40.9K shadded | 40.9K | $5.2M | added |
| Pacifica Partners Inc.COM41.1K shadded | 41.1K | $5.2M | added |
| Apella Capital, LLCCOM39.1K shadded | 39.1K | $4.8M | added |
| DLK Investment Management, LLCCOM37.9K shadded | 37.9K | $4.8M | added |
| EASTERN BANKCOM36.4K shtrimmed | 36.4K | $4.6M | trimmed |
| YHB Investment Advisors, Inc.COM35.5K shtrimmed | 35.5K | $4.5M | trimmed |
| NEVILLE RODIE & SHAW INCCOM34.4K shtrimmed | 34.4K | $4.4M | trimmed |
| SPRING CAPITAL MANAGEMENT, LLCCOM33.6K shadded | 33.6K | $4.3M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM33.5K shtrimmed | 33.5K | $4.2M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock32.1K shadded | 32.1K | $4.1M | added |
| Avidian Wealth Enterprises, LLCCOM31.7K shtrimmed | 31.7K | $4M | trimmed |
| ALKEME WEALTH, LLCCOM31.3K shtrimmed | 31.3K | $4M | trimmed |
| Venture Visionary Partners LLCCOM31.1K shadded | 31.1K | $3.9M | added |
| Bill Few Associates, Inc.COM29.8K shadded | 29.8K | $3.8M | added |
| Atlas Brown,Inc.Stock24.4K shadded | 24.4K | $3.1M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM23.3K shtrimmed | 23.3K | $3M | trimmed |
| Wealth Enhancement Trust Services, Inc.COM21.2K shtrimmed | 21.2K | $2.7M | trimmed |
| Horrell Capital Management, Inc.COM20.4K shtrimmed | 20.4K | $2.6M | trimmed |
| Bangor Savings BankCOM19.7K shtrimmed | 19.7K | $2.5M | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock18.8K shadded | 18.8K | $2.4M | added |
| ANB BANKCom18.3K shadded | 18.3K | $2.3M | added |
| Iowa State BankCom18.2K shtrimmed | 18.2K | $2.3M | trimmed |
| HALL LAURIE J TRUSTEEEquities18.2K shtrimmed | 18.2K | $2.3M | trimmed |
| Bell Asset Management LtdCOM17.9K sh— | 17.9K | $2.3M | — |
| MOODY NATIONAL BANK TRUST DIVISIONCOM17.3K shadded | 17.3K | $2.2M | added |
| CHAPIN DAVIS, INC.COM16.1K shtrimmed | 16.1K | $2M | trimmed |
| Cadent Capital Advisors, LLCCOM15.7K shtrimmed | 15.7K | $2M | trimmed |
| AVITY INVESTMENT MANAGEMENT INC.COM15.4K shadded | 15.4K | $2M | added |
| ARMSTRONG HENRY H ASSOCIATES INCCOM15.3K shtrimmed | 15.3K | $1.9M | trimmed |
| ATWOOD & PALMER INCCOM15K shadded | 15K | $1.9M | added |
| Ridgewood Investments LLCCOM15K shadded | 15K | $1.9M | added |
| Lincoln Capital LLCCOM13.8K shtrimmed | 13.8K | $1.7M | trimmed |
| Grove Bank & TrustCOM12.7K shtrimmed | 12.7K | $1.6M | trimmed |
| Wedmont Private CapitalCOM12.5K shadded | 12.5K | $1.6M | added |
| Peoples Bank/KSCommon Stock12.5K shadded | 12.5K | $1.6M | added |
| DAVIDSON TRUST COEquities12.4K shtrimmed | 12.4K | $1.6M | trimmed |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock12.3K shheld | 12.3K | $1.6M | held |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock12.2K shtrimmed | 12.2K | $1.5M | trimmed |
| Partnership Wealth Management, LLCStock12K shadded | 12K | $1.5M | added |
| Everhart Financial Group, Inc.COM10.4K shtrimmed | 10.4K | $1.3M | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM9.8K shtrimmed | 9.8K | $1.2M | trimmed |
| Legacy Wealth Asset Management, LLCCOM9.7K shadded | 9.7K | $1.2M | added |
| Gerald Baker Financial Group LLCCOM9.2K shadded | 9.2K | $1.2M | added |
| Legacy Private Trust Co.COM9.1K shtrimmed | 9.1K | $1.2M | trimmed |
| SAPIENT CAPITAL LLCCOM8.9K shtrimmed | 8.9K | $1.1M | trimmed |
| Bank & Trust CoCOM8.9K shadded | 8.9K | $1.1M | added |
| DIVERSIFIED MANAGEMENT INCCOM8.6K shadded | 8.6K | $1.1M | added |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM8.1K shtrimmed | 8.1K | $1M | trimmed |
| Greenfield Savings BankCOM8K shtrimmed | 8K | $1M | trimmed |
| Adelphi Trust CoCommon Stock7.9K shadded | 7.9K | $996.3K | added |
| Canandaigua National Trust Co of FloridaCom7.7K shadded | 7.7K | $981.6K | added |
| Emprise BankEquities7.5K shtrimmed | 7.5K | $947.9K | trimmed |
| Acropolis Investment Management, LLCCOM7.1K shtrimmed | 7.1K | $897.5K | trimmed |
| Investors Research CorpCOM6.9K shtrimmed | 6.9K | $876K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM6.8K shadded | 6.8K | $867.1K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM6.8K shadded | 6.8K | $857.3K | added |
| Capital Advisors Wealth Management, LLCCOM6.3K shtrimmed | 6.3K | $795.5K | trimmed |
| Ballew Advisors, IncCOM6.3K shadded | 6.3K | $792.6K | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM6.2K shadded | 6.2K | $789.7K | added |
| Bank of New HampshireCOM5.9K shtrimmed | 5.9K | $750.4K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM5.8K shtrimmed | 5.8K | $739.7K | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM5.5K shtrimmed | 5.5K | $697K | trimmed |
| Cambridge Financial Group, LLCCOM5.1K shheld | 5.1K | $690.9K | held |
| Exchange BankCOMMON STOCK5.4K shadded | 5.4K | $684.2K | added |
| Quintet Private Bank (Europe) S.A.COM5.1K shadded | 5.1K | $651.7K | added |
| Vann Equity Management LLCCOM5K shtrimmed | 5K | $635.1K | trimmed |
| Gradient Investments LLCCOM5K shadded | 5K | $630.7K | added |
| ACIMA PRIVATE WEALTH, LLCStock4.9K shtrimmed | 4.9K | $623.6K | trimmed |
| General Partner, Inc.CL4.8K shtrimmed | 4.8K | $610.5K | trimmed |
| Castle Rock Wealth Management, LLCCOM4.8K shtrimmed | 4.8K | $607K | trimmed |
| Dorato Capital ManagementCOM4.9K shtrimmed | 4.9K | $607K | trimmed |
| Trust CoStock4.7K shtrimmed | 4.7K | $598.7K | trimmed |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM4.6K shtrimmed | 4.6K | $578.9K | trimmed |
| Dominguez Wealth Management Solutions, Inc.COM4.6K shtrimmed | 4.6K | $576.5K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM4.5K shheld | 4.5K | $567.3K | held |
| WINEBRENNER CAPITAL MANAGEMENT LLCCOM4.4K shadded | 4.4K | $553.1K | added |
| Heartwood Wealth Advisors LLCStock4.4K shtrimmed | 4.4K | $552.9K | trimmed |
| Prota Financial, LLCCOM4.4K shadded | 4.4K | $549.1K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM4.2K shadded | 4.2K | $529K | added |
| First Heartland Consultants, Inc.COM4.2K shtrimmed | 4.2K | $526.4K | trimmed |
| Successful Portfolios LLCCOM4K shtrimmed | 4K | $507K | trimmed |
| Crumly & Associates Inc.COM4K shadded | 4K | $506.8K | added |
| Plan A Wealth LLCCOM3.9K shtrimmed | 3.9K | $499.8K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM3.9K shtrimmed | 3.9K | $495.4K | trimmed |
| Hardin Capital Partners, LLCCOM3.8K shadded | 3.8K | $482.3K | added |
| Sunburst Financial Group, LLCCOM3.8K shtrimmed | 3.8K | $478.7K | trimmed |
| Cooper Financial GroupCOM3.8K shtrimmed | 3.8K | $476.6K | trimmed |
| Investment Partners Asset Management, Inc.COM3.7K shadded | 3.7K | $464.3K | added |
| Breakwater Capital GroupCOM3.6K shtrimmed | 3.6K | $461.1K | trimmed |
| LAWOOD & COCommon Stock3.4K shtrimmed | 3.4K | $436.8K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM3.4K shadded | 3.4K | $433.2K | added |
| CENTRAL BANK & TRUST COEquities3.2K shtrimmed | 3.2K | $411K | trimmed |
| INSPIRION WEALTH ADVISORS, LLCCOM3.2K shadded | 3.2K | $410.2K | added |
| CoreCap Advisors, LLCStock3.2K shtrimmed | 3.2K | $406.1K | trimmed |
| Great Waters Wealth ManagementCOM3.1K shadded | 3.1K | $389.7K | added |
| KFA Private Wealth Group, LLCCOM3K shtrimmed | 3K | $384K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM2.9K shtrimmed | 2.9K | $368.1K | trimmed |
| Dupree Financial Group, LLCCOM2.8K shheld | 2.8K | $352.5K | held |
| Balefire, LLCCOM2.8K shtrimmed | 2.8K | $349.1K | trimmed |
| FINANCIAL MANAGEMENT NETWORK INCCOM2.7K shtrimmed | 2.7K | $340.8K | trimmed |
| Worth Asset Management, LLCStock2.7K sh— | 2.7K | $338.8K | — |
| Dakota Community Bank & Trust NACOM2.6K shadded | 2.6K | $332K | added |
| Trinity Financial Advisors LLCCOM2.5K shheld | 2.5K | $319.3K | held |
| MRA Advisory GroupCOM2.5K shadded | 2.5K | $313.9K | added |
| Weaver Consulting GroupCOM2.4K shtrimmed | 2.4K | $303.6K | trimmed |
| MJT & Associates Financial Advisory Group, Inc.Stock2.3K shtrimmed | 2.3K | $294.1K | trimmed |
| Hamilton Capital, LLCCOM2.3K shtrimmed | 2.3K | $287K | trimmed |
| Cox Capital Mgt LLCStock2.1K shheld | 2.1K | $262.1K | held |
| S.E.E.D. Planning Group LLCCOM2.1K shtrimmed | 2.1K | $261.4K | trimmed |
| Factor Wealth Management LTDCOM2K shadded | 2K | $259.4K | added |
| Monument Capital ManagementCOM2K shadded | 2K | $254.1K | added |
| Castleview Partners, LLCCOM2K shtrimmed | 2K | $250.1K | trimmed |
| New Covenant Trust Company, N.A.COM2K shadded | 2K | $249.9K | added |
| Shulman DeMeo Asset Management LLCCOM1.9K shtrimmed | 1.9K | $244.5K | trimmed |
| Rosenberg Matthew HamiltonStock1.8K shtrimmed | 1.8K | $226.3K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM1.8K shtrimmed | 1.8K | $223.2K | trimmed |
| Ledgewood Wealth Advisors, LLCCOM1.7K shheld | 1.7K | $219.9K | held |
| M.E. ALLISON & CO., INC.COM1.7K shheld | 1.7K | $218.2K | held |
| RFG - Bristol Wealth Advisors, LLCCOM1.6K shtrimmed | 1.6K | $204.4K | trimmed |
| TrueWealth Advisors, LLCCOM1.6K shadded | 1.6K | $202.2K | added |
| Byrne Asset Management LLCCOM1.5K shadded | 1.5K | $190K | added |
| GK Wealth Management LLCCOM1.2K sh— | 1.2K | $157.7K | — |
| Brown Shipley& Co LtdCOM1K shheld | 1K | $127.5K | held |
| FIRST COMMUNITY TRUST NACOM861 shtrimmed | 861 | $109.1K | trimmed |
| Olistico Wealth, LLCStock832 shheld | 832 | $105.4K | held |
| Bullock Wealth Management GroupStock745 shtrimmed | 745 | $93.5K | trimmed |
| Central Pacific Bank - Trust DivisionCOM456 shtrimmed | 456 | $57.8K | trimmed |
| Retirement Wealth Solutions LLCCOM274 shadded | 274 | $34.7K | added |
| Aventus Investment Advisors, Inc.Stock129 shheld | 129 | $16.3K | held |
| Paladin Partners, LLCStock129 shheld | 129 | $16.3K | held |
| Davis Capital ManagementStock67 shadded | 67 | $8.5K | added |
| STEPH & COCOM21 shheld | 21 | $2.7K | held |