| JIA INVESTMENT ALLIANCE PTE. LTD.COM67.3K shheld | 67.3K | $51M | held |
| ATWOOD & PALMER INCCOM42.5K shadded | 42.5K | $32.2M | added |
| Mn Services Vermogensbeheer B.V.COM30.7K shadded | 30.7K | $23.3M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock19.8K shtrimmed | 19.8K | $15M | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM16.1K shtrimmed | 16.1K | $12.2M | trimmed |
| JACOBS & CO/CACOM9.9K shtrimmed | 9.9K | $7.5M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock9.2K shtrimmed | 9.2K | $7M | trimmed |
| Insight Wealth Strategies, LLCCOM8.6K shtrimmed | 8.6K | $6.5M | trimmed |
| Veracity Capital LLCCOM5.5K shtrimmed | 5.5K | $4.2M | trimmed |
| Central Pacific Bank - Trust DivisionCOM2.7K shadded | 2.7K | $2M | added |
| CENTRAL BANK & TRUST COEquities2.3K shtrimmed | 2.3K | $1.8M | trimmed |
| GAMMA Investing LLCCommon Stock2.3K shadded | 2.3K | $1.7M | added |
| Grove Bank & TrustCOM1.7K shtrimmed | 1.7K | $1.3M | trimmed |
| Oak Grove Capital LLCCOM1.7K shheld | 1.7K | $1.3M | held |
| Farther Finance Advisors, LLCStock1.5K shadded | 1.5K | $1.2M | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.5K shadded | 1.5K | $1.1M | added |
| Wedmont Private CapitalCOM1.4K shadded | 1.4K | $1M | added |
| Valeo Financial Advisors, LLCStock1.3K shtrimmed | 1.3K | $967.1K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.3K shtrimmed | 1.3K | $961.5K | trimmed |
| Athena Wealth Management, LLCCOM1.1K shadded | 1.1K | $842.7K | added |
| Bangor Savings BankCOM857 shheld | 857 | $649.8K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM805 shtrimmed | 805 | $611.2K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM768 shadded | 768 | $582.4K | added |
| Cooper Financial GroupCOM686 shtrimmed | 686 | $519.9K | trimmed |
| Everhart Financial Group, Inc.COM636 shadded | 636 | $482.3K | added |
| Sound Income Strategies, LLCCOM603 shadded | 603 | $446K | added |
| YHB Investment Advisors, Inc.COM568 shheld | 568 | $430.7K | held |
| Avidian Wealth Enterprises, LLCCOM427 sh— | 427 | $323.5K | — |
| LifeGoal Investments, LLCCOM386 shadded | 386 | $292.7K | added |
| Private Capital Advisors, Inc.COM350 shheld | 350 | $265.4K | held |
| Apella Capital, LLCCOM329 sh— | 329 | $244.2K | — |
| GK Wealth Management LLCCOM304 shtrimmed | 304 | $230.5K | trimmed |
| TrueWealth Advisors, LLCCOM300 shheld | 300 | $227.5K | held |
| CoreCap Advisors, LLCStock249 shtrimmed | 249 | $188.9K | trimmed |
| EASTERN BANKCOM75 shadded | 75 | $56.9K | added |
| Rosenberg Matthew HamiltonStock60 shheld | 60 | $45.5K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM34 shadded | 34 | $25.8K | added |
| TOTH FINANCIAL ADVISORY CORPCOM22 shadded | 22 | $16.7K | added |
| Byrne Asset Management LLCCOM22 shheld | 22 | $16.2K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM20 shheld | 20 | $15.2K | held |
| Pacifica Partners Inc.COM20 shheld | 20 | $14.7K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM17 shadded | 17 | $12.9K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM15 sh— | 15 | $11.4K | — |
| Marquette Asset Management, LLCCOM15 shadded | 15 | $11.4K | added |
| TOMPKINS FINANCIAL CORPCOM13 shheld | 13 | $9.9K | held |
| Wealth Enhancement Trust Services, Inc.COM7 shadded | 7 | $5.3K | added |
| Retirement Wealth Solutions LLCCOM5 sh— | 5 | $3.8K | — |
| Davis Capital ManagementStock2 shheld | 2 | $1.5K | held |