| Douglas Lane & Associates, LLCCOMMON280.5K shtrimmed | 280.5K | $14.7M | trimmed |
| Mn Services Vermogensbeheer B.V.COM252.9K shadded | 252.9K | $13.3M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock216.4K shtrimmed | 216.4K | $11.4M | trimmed |
| Quintet Private Bank (Europe) S.A.COM44.3K shadded | 44.3K | $2.3M | added |
| Red Spruce Capital, LLCCOM31.7K shtrimmed | 31.7K | $1.7M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM20.4K shtrimmed | 20.4K | $1.1M | trimmed |
| CenterStar Asset Management, LLCCOM20.1K sh— | 20.1K | $1.1M | — |
| Green Alpha Advisors, LLCCOM18.5K shadded | 18.5K | $972.6K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM18.2K shadded | 18.2K | $957.5K | added |
| Gradient Investments LLCCOM18.1K shtrimmed | 18.1K | $950.1K | trimmed |
| ACT WEALTH MANAGEMENT, LLCCOM17.8K shadded | 17.8K | $934.1K | added |
| Valeo Financial Advisors, LLCStock17.3K shadded | 17.3K | $907.4K | added |
| Farther Finance Advisors, LLCStock15.9K shadded | 15.9K | $835.2K | added |
| GAMMA Investing LLCCommon Stock15.3K shadded | 15.3K | $803.4K | added |
| AVAII WEALTH MANAGEMENT, LLCCOM13.8K shtrimmed | 13.8K | $731.2K | trimmed |
| Atlas Brown,Inc.Stock12.5K shadded | 12.5K | $656.9K | added |
| Brown Shipley& Co LtdCOM8.8K shtrimmed | 8.8K | $460.1K | trimmed |
| Ridgewood Investments LLCCOM8.3K shheld | 8.3K | $434K | held |
| Everhart Financial Group, Inc.COM7.3K shadded | 7.3K | $385.2K | added |
| Wedmont Private CapitalCOM6.8K shadded | 6.8K | $371.8K | added |
| SAPIENT CAPITAL LLCCOM6.6K shadded | 6.6K | $345.9K | added |
| Applied Capital LLC/FLCOM6.3K shtrimmed | 6.3K | $329.8K | trimmed |
| Venture Visionary Partners LLCCOM5.7K shtrimmed | 5.7K | $301.3K | trimmed |
| Acropolis Investment Management, LLCCOM5.7K shadded | 5.7K | $301.1K | added |
| CoreCap Advisors, LLCStock5.5K shadded | 5.5K | $291.2K | added |
| Successful Portfolios LLCCOM5.1K shtrimmed | 5.1K | $273.2K | trimmed |
| JACOBS & CO/CACOM5K shtrimmed | 5K | $261K | trimmed |
| Apella Capital, LLCCOM4.7K sh— | 4.7K | $258.8K | — |
| LAWOOD & COCommon Stock4.6K shheld | 4.6K | $241.6K | held |
| Investors Research CorpCOM4.4K shtrimmed | 4.4K | $231.2K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.2K shtrimmed | 4.2K | $219.2K | trimmed |
| Cooper Financial GroupCOM4K shtrimmed | 4K | $210.5K | trimmed |
| Grove Bank & TrustCOM1.8K shtrimmed | 1.8K | $96.6K | trimmed |
| Central Pacific Bank - Trust DivisionCOM1.6K shtrimmed | 1.6K | $84K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM1.2K shtrimmed | 1.2K | $61.5K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM1.1K shadded | 1.1K | $56.3K | added |
| Bank & Trust CoCOM787 shheld | 787 | $41.3K | held |
| EASTERN BANKCOM768 shheld | 768 | $40.3K | held |
| TOTH FINANCIAL ADVISORY CORPCOM636 shadded | 636 | $33.4K | added |
| ATWOOD & PALMER INCCOM575 shadded | 575 | $30.2K | added |
| TOMPKINS FINANCIAL CORPCOM526 shheld | 526 | $27.6K | held |
| Bank of New HampshireCOM435 shtrimmed | 435 | $22.9K | trimmed |
| Trust CoStock426 shadded | 426 | $22.4K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM400 sh— | 400 | $21K | — |
| Marquette Asset Management, LLCCOM197 shheld | 197 | $10.3K | held |
| Rosenberg Matthew HamiltonStock175 shtrimmed | 175 | $9.2K | trimmed |
| Davis Capital ManagementStock168 shtrimmed | 168 | $8.8K | trimmed |
| Bullock Wealth Management GroupStock154 shtrimmed | 154 | $8.2K | trimmed |
| Bangor Savings BankCOM155 shheld | 155 | $8.1K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM101 shadded | 101 | $5.3K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM101 shadded | 101 | $5.3K | added |
| Retirement Wealth Solutions LLCCOM76 shadded | 76 | $4K | added |
| Olistico Wealth, LLCStock7 shheld | 7 | $371 | held |
| GK Wealth Management LLCCOM3 shtrimmed | 3 | $181 | trimmed |
| MJT & Associates Financial Advisory Group, Inc.Stock3 shheld | 3 | $158 | held |