| Fenimore Asset Management IncCOM1.2M shtrimmed | 1.2M | $269.8M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM207.2K shtrimmed | 207.2K | $48.4M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock124.3K shadded | 124.3K | $29M | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM60.1K shtrimmed | 60.1K | $14M | trimmed |
| KWMG, LLCCOM49.3K shtrimmed | 49.3K | $11.5M | trimmed |
| Monument Capital ManagementCOM17.5K shadded | 17.5K | $4.1M | added |
| GAMMA Investing LLCCommon Stock12.1K shadded | 12.1K | $2.8M | added |
| EASTERN BANKCOM10.6K shadded | 10.6K | $2.5M | added |
| Central Pacific Bank - Trust DivisionCOM8.8K shtrimmed | 8.8K | $2M | trimmed |
| Mirador Capital Partners LPCOM8.7K shheld | 8.7K | $2M | held |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM8K shheld | 8K | $1.9M | held |
| Farther Finance Advisors, LLCStock7.5K shadded | 7.5K | $1.8M | added |
| Wedmont Private CapitalCOM7.2K shadded | 7.2K | $1.6M | added |
| Gradient Investments LLCCOM6.6K shtrimmed | 6.6K | $1.5M | trimmed |
| Everhart Financial Group, Inc.COM5.5K shadded | 5.5K | $1.3M | added |
| Avidian Wealth Enterprises, LLCCOM5.3K shadded | 5.3K | $1.2M | added |
| Bath Savings Trust CoCommon Stock4.8K shheld | 4.8K | $1.1M | held |
| Legacy Wealth Asset Management, LLCCOM4.6K shtrimmed | 4.6K | $1.1M | trimmed |
| Weaver Consulting GroupCOM3.6K shadded | 3.6K | $836K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.9K shtrimmed | 2.9K | $678.7K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM2.1K shadded | 2.1K | $497.8K | added |
| Sound Income Strategies, LLCCOM2.1K shadded | 2.1K | $478.8K | added |
| Cooper Financial GroupCOM1.9K shtrimmed | 1.9K | $447.1K | trimmed |
| CoreCap Advisors, LLCStock1.9K shadded | 1.9K | $433.3K | added |
| Legacy Private Trust Co.COM1.6K shadded | 1.6K | $371.3K | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM1.6K shadded | 1.6K | $362.3K | added |
| Great Waters Wealth ManagementCOM1.5K shtrimmed | 1.5K | $354.3K | trimmed |
| Violich Capital Management, Inc.COM1.5K shheld | 1.5K | $350.1K | held |
| Valeo Financial Advisors, LLCStock1.5K shadded | 1.5K | $338.5K | added |
| DIVERSIFIED MANAGEMENT INCCOM1.3K shadded | 1.3K | $309.3K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.2K shadded | 1.2K | $285K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.2K shtrimmed | 1.2K | $279.8K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM1K shadded | 1K | $240.4K | added |
| Lincoln Capital LLCCOM1K shheld | 1K | $234.4K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM990 shtrimmed | 990 | $231.1K | trimmed |
| Successful Portfolios LLCCOM1K shheld | 1K | $228.5K | held |
| Apella Capital, LLCCOM1K shtrimmed | 1K | $227.3K | trimmed |
| TOMPKINS FINANCIAL CORPCOM785 shheld | 785 | $183.2K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM311 shadded | 311 | $72.6K | added |
| Grove Bank & TrustCOM280 shheld | 280 | $65.4K | held |
| Rosenberg Matthew HamiltonStock167 shheld | 167 | $39K | held |
| STEPH & COCOM154 shtrimmed | 154 | $35.9K | trimmed |
| GK Wealth Management LLCCOM134 sh— | 134 | $31.2K | — |
| Marquette Asset Management, LLCCOM106 shheld | 106 | $24.7K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock73 shtrimmed | 73 | $17K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM70 shtrimmed | 70 | $16.3K | trimmed |
| Retirement Wealth Solutions LLCCOM41 shadded | 41 | $9.6K | added |
| ATWOOD & PALMER INCCOM30 shheld | 30 | $7K | held |
| TOTH FINANCIAL ADVISORY CORPCOM13 shadded | 13 | $3K | added |
| Davis Capital ManagementStock10 shheld | 10 | $2.3K | held |
| Aventus Investment Advisors, Inc.Stock7 sh— | 7 | $1.6K | — |
| Trust CoStock2 shheld | 2 | $467 | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $234 | — |