| Gradient Investments LLCCOM158.5K shadded | 158.5K | $18M | added |
| Mn Services Vermogensbeheer B.V.COM101.3K shheld | 101.3K | $11.5M | held |
| Allen Mooney & Barnes Investment Advisors LLCStock92.9K shtrimmed | 92.9K | $10.6M | trimmed |
| Venture Visionary Partners LLCCOM40.3K shadded | 40.3K | $4.6M | added |
| Iowa State BankCom39.5K shtrimmed | 39.5K | $4.5M | trimmed |
| Farther Finance Advisors, LLCStock38.3K shadded | 38.3K | $4.4M | added |
| VALLEY WEALTH MANAGERS, INC.Stock36K shadded | 36K | $4.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock35.5K shtrimmed | 35.5K | $4M | trimmed |
| Douglas Lane & Associates, LLCCOMMON24.6K shtrimmed | 24.6K | $2.8M | trimmed |
| Ridgewood Investments LLCCOM11.2K shtrimmed | 11.2K | $1.3M | trimmed |
| GAMMA Investing LLCCommon Stock10.1K shadded | 10.1K | $1.2M | added |
| Bangor Savings BankCOM8.6K shtrimmed | 8.6K | $976.1K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.6K shtrimmed | 7.6K | $861.7K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM7K shadded | 7K | $799.8K | added |
| Investors Research CorpCOM6.1K shtrimmed | 6.1K | $696K | trimmed |
| Everhart Financial Group, Inc.COM6.1K shadded | 6.1K | $692.2K | added |
| Avidian Wealth Enterprises, LLCCOM6.1K shadded | 6.1K | $690.9K | added |
| Vann Equity Management LLCCOM5.6K shtrimmed | 5.6K | $637.7K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM5.5K shtrimmed | 5.5K | $628.3K | trimmed |
| Valeo Financial Advisors, LLCStock4.3K shadded | 4.3K | $489.4K | added |
| Sound Income Strategies, LLCCOM4.2K shtrimmed | 4.2K | $480.7K | trimmed |
| Wedmont Private CapitalCOM4.2K shtrimmed | 4.2K | $475.7K | trimmed |
| Apella Capital, LLCCOM3.7K shadded | 3.7K | $417.9K | added |
| VISTA INVESTMENT PARTNERS LLCCOM3.6K shheld | 3.6K | $410.5K | held |
| Stokes Capital Advisors, LLCCOM3.6K shheld | 3.6K | $403.2K | held |
| Dorato Capital ManagementCOM3.6K shheld | 3.6K | $402.6K | held |
| CoreCap Advisors, LLCStock3.3K shtrimmed | 3.3K | $373K | trimmed |
| TrueWealth Advisors, LLCCOM2.5K shadded | 2.5K | $286K | added |
| Paragon Capital Management LtdCOM2.1K shadded | 2.1K | $236.9K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM1.9K shadded | 1.9K | $211.6K | added |
| PARK NATIONAL CORP /OH/Com1.8K shadded | 1.8K | $207.5K | added |
| Bank of New HampshireCOM1.6K shheld | 1.6K | $182.9K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock1K shheld | 1K | $114.3K | held |
| Wealth Enhancement Trust Services, Inc.COM939 shtrimmed | 939 | $106.7K | trimmed |
| Grove Bank & TrustCOM904 shheld | 904 | $102.7K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM858 shtrimmed | 858 | $97.5K | trimmed |
| EASTERN BANKCOM578 shheld | 578 | $65.6K | held |
| TOTH FINANCIAL ADVISORY CORPCOM471 shheld | 471 | $53.5K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM401 sh— | 401 | $45.5K | — |
| Dakota Community Bank & Trust NACOM377 shtrimmed | 377 | $42.8K | trimmed |
| Bank & Trust CoCOM318 shheld | 318 | $36.1K | held |
| Rosenberg Matthew HamiltonStock224 shtrimmed | 224 | $25.4K | trimmed |
| STEPH & COCOM144 shheld | 144 | $16.4K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM101 shadded | 101 | $11.5K | added |
| Retirement Wealth Solutions LLCCOM84 shadded | 84 | $9.5K | added |
| Bullock Wealth Management GroupStock78 shadded | 78 | $8.9K | added |
| FIRST COMMUNITY TRUST NACOM77 shtrimmed | 77 | $8.7K | trimmed |
| Davis Capital ManagementStock74 shadded | 74 | $8.4K | added |
| TOMPKINS FINANCIAL CORPCOM73 shheld | 73 | $8.3K | held |
| ATWOOD & PALMER INCCOM71 shheld | 71 | $8.1K | held |
| Horrell Capital Management, Inc.COM29 shheld | 29 | $3.3K | held |
| Trust CoStock16 shheld | 16 | $1.8K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $114 | — |