| Mn Services Vermogensbeheer B.V.COM65K shheld | 65K | $6.8M | held |
| Partnership Wealth Management, LLCStock10K shheld | 10K | $1M | held |
| Bill Few Associates, Inc.COM9.1K shadded | 9.1K | $946.5K | added |
| Farther Finance Advisors, LLCStock7.6K shadded | 7.6K | $789K | added |
| PFW Advisors LLCCOM7.5K shtrimmed | 7.5K | $777.5K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM7.3K shheld | 7.3K | $759.5K | held |
| Worth Asset Management, LLCStock6.9K sh— | 6.9K | $723.3K | — |
| Applied Capital LLC/FLCOM6.5K shadded | 6.5K | $673.8K | added |
| GAMMA Investing LLCCommon Stock6K shtrimmed | 6K | $629.3K | trimmed |
| Venture Visionary Partners LLCCOM5.5K shtrimmed | 5.5K | $569.5K | trimmed |
| EASTERN BANKCOM4.6K shadded | 4.6K | $475.7K | added |
| Wedmont Private CapitalCOM3.3K shadded | 3.3K | $345.6K | added |
| M.E. ALLISON & CO., INC.COM3.3K shheld | 3.3K | $345.3K | held |
| Acropolis Investment Management, LLCCOM3.2K shadded | 3.2K | $336.7K | added |
| PARK NATIONAL CORP /OH/Com3K shtrimmed | 3K | $315.4K | trimmed |
| Successful Portfolios LLCCOM3K shtrimmed | 3K | $311.1K | trimmed |
| Gridiron Partners, LLCCOM2.7K shheld | 2.7K | $282.6K | held |
| TOMPKINS FINANCIAL CORPCOM2.5K shheld | 2.5K | $261K | held |
| RIVERSEDGE ADVISORS, LLCCOM2.5K sh— | 2.5K | $257.1K | — |
| Valeo Financial Advisors, LLCStock2.1K shadded | 2.1K | $215K | added |
| Atlas Brown,Inc.Stock2K shtrimmed | 2K | $213.8K | trimmed |
| CenterStar Asset Management, LLCCOM2K shtrimmed | 2K | $208.7K | trimmed |
| ACIMA PRIVATE WEALTH, LLCStock1.7K shheld | 1.7K | $173.9K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM1.6K sh— | 1.6K | $166.9K | — |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.5K shadded | 1.5K | $156.3K | added |
| Bullock Wealth Management GroupStock1.1K shadded | 1.1K | $119.7K | added |
| Rosenberg Matthew HamiltonStock1.1K shheld | 1.1K | $109.5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM548 shadded | 548 | $57.2K | added |
| Trust CoStock481 shadded | 481 | $50.2K | added |
| Gladwyn Financial Advisors, Inc.COM271 shheld | 271 | $28.2K | held |
| Dorato Capital ManagementCOM240 shheld | 240 | $25.2K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM195 shheld | 195 | $20.3K | held |
| CoreCap Advisors, LLCStock153 shadded | 153 | $16K | added |
| Grove Bank & TrustCOM116 shheld | 116 | $12.1K | held |
| GK Wealth Management LLCCOM104 sh— | 104 | $10.9K | — |
| Central Pacific Bank - Trust DivisionCOM56 shheld | 56 | $5.8K | held |
| Investors Research CorpCOM28 shheld | 28 | $2.9K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock21 shheld | 21 | $2.2K | held |
| Davis Capital ManagementStock18 shadded | 18 | $1.9K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM13 sh— | 13 | $1.4K | — |
| Retirement Wealth Solutions LLCCOM8 sh— | 8 | $835 | — |
| TOTH FINANCIAL ADVISORY CORPCOM4 shheld | 4 | $418 | held |