| Mn Services Vermogensbeheer B.V.COM413.8K shadded | 413.8K | $81.6M | added |
| Pacifica Partners Inc.COM34.2K shtrimmed | 34.2K | $6.6M | trimmed |
| Gradient Investments LLCCOM29.9K shtrimmed | 29.9K | $5.9M | trimmed |
| ALKEME WEALTH, LLCCOM18.2K shtrimmed | 18.2K | $3.6M | trimmed |
| Farther Finance Advisors, LLCStock16.2K shadded | 16.2K | $3.2M | added |
| Applied Capital LLC/FLCOM16.2K shtrimmed | 16.2K | $3.2M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM6.3K shadded | 6.3K | $1.2M | added |
| Legacy Wealth Asset Management, LLCCOM5.1K shtrimmed | 5.1K | $1M | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM4.9K shheld | 4.9K | $956K | held |
| ROCKLAND TRUST COCOM4.8K shheld | 4.8K | $943.6K | held |
| Wedmont Private CapitalCOM3.9K shadded | 3.9K | $752.5K | added |
| RIVERSEDGE ADVISORS, LLCCOM3K shadded | 3K | $589K | added |
| Avidian Wealth Enterprises, LLCCOM2.8K shadded | 2.8K | $552.1K | added |
| TOMPKINS FINANCIAL CORPCOM2.4K shheld | 2.4K | $471.8K | held |
| Galvin, Gaustad & Stein, LLCCOM2.3K shtrimmed | 2.3K | $446.4K | trimmed |
| Mallini Complete Financial Planning LLCStock2.2K shheld | 2.2K | $436.4K | held |
| Valeo Financial Advisors, LLCStock2.2K shadded | 2.2K | $434.7K | added |
| Apella Capital, LLCCOM2.2K shadded | 2.2K | $427K | added |
| Aventus Investment Advisors, Inc.Stock2.1K shheld | 2.1K | $412.8K | held |
| Cooper Financial GroupCOM1.8K shadded | 1.8K | $346K | added |
| Balefire, LLCCOM1.6K shadded | 1.6K | $319.3K | added |
| EASTERN BANKCOM1.6K shtrimmed | 1.6K | $313.2K | trimmed |
| Iowa State BankCom1.6K shheld | 1.6K | $305.3K | held |
| First Heartland Consultants, Inc.COM1.5K shadded | 1.5K | $291.4K | added |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCOM1.5K shtrimmed | 1.5K | $291.3K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.3K shtrimmed | 1.3K | $257.5K | trimmed |
| Echo45 Advisors LLCCOM1.3K shadded | 1.3K | $257.1K | added |
| Brown Shipley& Co LtdCOM1.3K shtrimmed | 1.3K | $249.4K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM1.2K shheld | 1.2K | $245.5K | held |
| Rosenberg Matthew HamiltonStock915 shheld | 915 | $179.9K | held |
| CoreCap Advisors, LLCStock724 shtrimmed | 724 | $142.3K | trimmed |
| Bank of New HampshireCOM660 shheld | 660 | $129.7K | held |
| GK Wealth Management LLCCOM508 sh— | 508 | $100K | — |
| Bullock Wealth Management GroupStock359 shtrimmed | 359 | $70.1K | trimmed |
| Paladin Partners, LLCStock209 shheld | 209 | $41.1K | held |
| TOTH FINANCIAL ADVISORY CORPCOM200 shheld | 200 | $39.3K | held |
| GAMMA Investing LLCCommon Stock126 shheld | 126 | $24.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM95 shheld | 95 | $18.7K | held |
| Bangor Savings BankCOM20 shheld | 20 | $3.9K | held |
| Trust CoStock7 shheld | 7 | $1.4K | held |