| Valeo Financial Advisors, LLCREIT1.2M shtrimmed | 1.2M | $160.5M | trimmed |
| EASTERN BANKCOM389.7K shadded | 389.7K | $50.6M | added |
| Border to Coast Pensions Partnership LtdREIT160K shadded | 160K | $20.7M | added |
| Pensionfund PDNCOMMON STOCK122.1K shtrimmed | 122.1K | $15.8M | trimmed |
| Pensionfund SabicCOMMON STOCK61K shtrimmed | 61K | $7.9M | trimmed |
| Westwind CapitalStock60.9K shtrimmed | 60.9K | $7.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT40.3K shadded | 40.3K | $5.2M | added |
| YHB Investment Advisors, Inc.COM29.5K shadded | 29.5K | $3.8M | added |
| GAMMA Investing LLCREIT24.3K shtrimmed | 24.3K | $3.2M | trimmed |
| Farther Finance Advisors, LLCREIT19.6K shadded | 19.6K | $2.5M | added |
| STABLEFORD CAPITAL II LLCCOM19.1K shtrimmed | 19.1K | $2.5M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM12.7K shadded | 12.7K | $1.7M | added |
| Crumly & Associates Inc.COM10.5K shadded | 10.5K | $1.4M | added |
| Legacy Wealth Asset Management, LLCCOM8.9K shadded | 8.9K | $1.2M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM8.8K shtrimmed | 8.8K | $1.1M | trimmed |
| Quintet Private Bank (Europe) S.A.COM8.3K shheld | 8.3K | $1.1M | held |
| PFW Advisors LLCCOM7.5K shtrimmed | 7.5K | $967.7K | trimmed |
| Everhart Financial Group, Inc.COM7.4K shadded | 7.4K | $965.2K | added |
| Wedmont Private CapitalCOM7.4K shtrimmed | 7.4K | $951.8K | trimmed |
| Venture Visionary Partners LLCCOM7.1K shtrimmed | 7.1K | $926.9K | trimmed |
| Athena Wealth Management, LLCCOM6.9K shadded | 6.9K | $890K | added |
| Cooper Financial GroupCOM5K shtrimmed | 5K | $653K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM4.2K sh— | 4.2K | $539.2K | — |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4K shtrimmed | 4K | $525.6K | trimmed |
| SAPIENT CAPITAL LLCCOM4K shtrimmed | 4K | $514.4K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM3.9K shheld | 3.9K | $509.4K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM3.9K shadded | 3.9K | $506K | added |
| Applied Capital LLC/FLCOM3.8K shheld | 3.8K | $494.7K | held |
| DAVIDSON TRUST COEquities3.6K shtrimmed | 3.6K | $472.5K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM3.5K shadded | 3.5K | $449.2K | added |
| MFA WEALTH ADVISORS, LLCCOM3.3K shadded | 3.3K | $425.2K | added |
| New Covenant Trust Company, N.A.COM2.8K shadded | 2.8K | $358.7K | added |
| Adelphi Trust CoCommon Stock2.7K shadded | 2.7K | $352.8K | added |
| Stokes Capital Advisors, LLCCOM2.6K shadded | 2.6K | $340.8K | added |
| Dakota Community Bank & Trust NACOM2.5K shadded | 2.5K | $322.9K | added |
| Avidian Wealth Enterprises, LLCCOM2.4K shtrimmed | 2.4K | $314.6K | trimmed |
| Rosenberg Matthew HamiltonREIT2.4K shtrimmed | 2.4K | $307.1K | trimmed |
| Douglas Lane & Associates, LLCCOMMON2.3K shtrimmed | 2.3K | $292.1K | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM2.1K shheld | 2.1K | $270.1K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2K shadded | 2K | $260.4K | added |
| Breakwater Capital GroupCOM2K shadded | 2K | $254.4K | added |
| RIVERSEDGE ADVISORS, LLCCOM1.9K shtrimmed | 1.9K | $246.3K | trimmed |
| Apella Capital, LLCCOM1.9K shadded | 1.9K | $239.7K | added |
| Greenfield Savings BankCOM1.7K shadded | 1.7K | $226.3K | added |
| Taylor & Morgan Wealth Management, LLCCOM1.7K shtrimmed | 1.7K | $224.9K | trimmed |
| SACKS & ASSOCIATES, LLCCOM1.6K shtrimmed | 1.6K | $203.3K | trimmed |
| CoreCap Advisors, LLCREIT1.5K shtrimmed | 1.5K | $197.1K | trimmed |
| Grove Bank & TrustCOM1.3K shtrimmed | 1.3K | $174.9K | trimmed |
| TOMPKINS FINANCIAL CORPCOM989 shheld | 989 | $128.4K | held |
| TOTH FINANCIAL ADVISORY CORPCOM694 shadded | 694 | $90.2K | added |
| General Partner, Inc.CL533 shheld | 533 | $69.2K | held |
| Aventus Investment Advisors, Inc.REIT360 shheld | 360 | $46.7K | held |
| Bangor Savings BankCOM324 shtrimmed | 324 | $42.1K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM270 sh— | 270 | $35.1K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM269 shheld | 269 | $34.9K | held |
| Bank of New HampshireCOM236 shheld | 236 | $30.6K | held |
| Marquette Asset Management, LLCCOM172 shtrimmed | 172 | $22.3K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM167 shadded | 167 | $21.7K | added |
| GK Wealth Management LLCCOM163 sh— | 163 | $21.1K | — |
| MJT & Associates Financial Advisory Group, Inc.REIT122 shtrimmed | 122 | $15.8K | trimmed |
| Retirement Wealth Solutions LLCCOM104 shadded | 104 | $13.5K | added |
| Pacifica Partners Inc.COM82 shheld | 82 | $10.5K | held |
| Davis Capital ManagementREIT45 shadded | 45 | $5.8K | added |
| Bullock Wealth Management GroupREIT35 shheld | 35 | $4.5K | held |
| Trust CoREIT4 shheld | 4 | $519 | held |