| TOMPKINS FINANCIAL CORPCOM24.1K shadded | 24.1K | $6.8M | added |
| Eastover Investment Advisors LLCCOM23.8K shadded | 23.8K | $6.7M | added |
| Pensionfund PDNCOMMON STOCK22.6K shtrimmed | 22.6K | $6.4M | trimmed |
| Sound Income Strategies, LLCCOM17.7K shadded | 17.7K | $5M | added |
| Pensionfund SabicCOMMON STOCK11.1K shtrimmed | 11.1K | $3.1M | trimmed |
| Werlinich Asset Management, LLCCOM6.6K shheld | 6.6K | $1.9M | held |
| Bangor Savings BankCOM3.8K shtrimmed | 3.8K | $1.1M | trimmed |
| Farther Finance Advisors, LLCREIT3.5K shtrimmed | 3.5K | $988.7K | trimmed |
| Avidian Wealth Enterprises, LLCCOM3.3K shtrimmed | 3.3K | $935.9K | trimmed |
| Hummer Financial Advisory Services IncCOM3.2K shheld | 3.2K | $927.3K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2.8K shadded | 2.8K | $787K | added |
| GAMMA Investing LLCREIT2.7K shadded | 2.7K | $775.3K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM2.5K shadded | 2.5K | $721K | added |
| EASTERN BANKCOM2.3K shheld | 2.3K | $640.6K | held |
| Biltmore Wealth Management, LLCCOM2.2K shtrimmed | 2.2K | $616.5K | trimmed |
| Atlas Brown,Inc.REIT2.2K shheld | 2.2K | $612.6K | held |
| WINEBRENNER CAPITAL MANAGEMENT LLCCOM2.1K shheld | 2.1K | $603.6K | held |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT1.9K shtrimmed | 1.9K | $537.4K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM1.4K shheld | 1.4K | $399.3K | held |
| Peoples Bank/KSCommon Stock1.3K shheld | 1.3K | $363.7K | held |
| Weaver Consulting GroupCOM1.1K shtrimmed | 1.1K | $309.1K | trimmed |
| Bill Few Associates, Inc.COM1K shadded | 1K | $295.7K | added |
| Valeo Financial Advisors, LLCREIT989 shadded | 989 | $279.6K | added |
| Mirador Capital Partners LPCOM979 shheld | 979 | $276.8K | held |
| Apella Capital, LLCCOM962 shadded | 962 | $271.3K | added |
| Plan A Wealth LLCCOM775 shadded | 775 | $219.3K | added |
| Legacy Wealth Asset Management, LLCCOM771 shadded | 771 | $218.1K | added |
| Wedmont Private CapitalCOM720 shadded | 720 | $205.6K | added |
| Grove Bank & TrustCOM530 shheld | 530 | $149.9K | held |
| Rosenberg Matthew HamiltonREIT374 shtrimmed | 374 | $105.8K | trimmed |
| Byrne Asset Management LLCCOM277 shheld | 277 | $78.7K | held |
| Bank of New HampshireCOM270 shheld | 270 | $76.4K | held |
| CoreCap Advisors, LLCREIT210 shadded | 210 | $59.4K | added |
| TOTH FINANCIAL ADVISORY CORPCOM137 shheld | 137 | $38.8K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM118 shheld | 118 | $33.4K | held |
| Dorato Capital ManagementCOM61 shheld | 61 | $17.2K | held |
| Trust CoREIT25 shheld | 25 | $7.1K | held |
| MJT & Associates Financial Advisory Group, Inc.REIT13 shheld | 13 | $3.7K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM9 sh— | 9 | $2.5K | — |
| GK Wealth Management LLCCOM8 sh— | 8 | $2.1K | — |
| Marquette Asset Management, LLCCOM6 shtrimmed | 6 | $1.7K | trimmed |
| Davis Capital ManagementREIT2 shtrimmed | 2 | $566 | trimmed |