| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM361.5K shtrimmed | 361.5K | $122.8M | trimmed |
| Mn Services Vermogensbeheer B.V.COM SHS96.7K shadded | 96.7K | $32.8M | added |
| CONGRESS ASSET MANAGEMENT COCOM35.6K shadded | 35.6K | $12.1M | added |
| Mirador Capital Partners LPCOM SHS30.3K shadded | 30.3K | $10.3M | added |
| Red Spruce Capital, LLCCL A16.8K shtrimmed | 16.8K | $5.7M | trimmed |
| Farther Finance Advisors, LLCStock14.3K shadded | 14.3K | $4.9M | added |
| Ayalon Insurance Comp Ltd.Common Stock14.2K shheld | 14.2K | $4.8M | held |
| Valeo Financial Advisors, LLCStock9.2K shadded | 9.2K | $3.1M | added |
| Cooper Financial GroupCOM SHS8.1K shtrimmed | 8.1K | $2.8M | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM6.4K shtrimmed | 6.4K | $2.2M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM SHS5.4K shadded | 5.4K | $1.8M | added |
| Retireful, LLCCOM SHS5K sh— | 5K | $1.7M | — |
| Venture Visionary Partners LLCCOM SHS4.7K shtrimmed | 4.7K | $1.6M | trimmed |
| Bullock Wealth Management GroupStock4.1K shtrimmed | 4.1K | $1.4M | trimmed |
| STABLEFORD CAPITAL II LLCCOM SHS3.7K shtrimmed | 3.7K | $1.3M | trimmed |
| Wedmont Private CapitalCOM SHS3.4K shadded | 3.4K | $1.2M | added |
| Central Pacific Bank - Trust DivisionCOM SHS2.8K shadded | 2.8K | $964.4K | added |
| Breakwater Capital GroupCOM SHS2.7K shtrimmed | 2.7K | $931.2K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM SHS2.5K shadded | 2.5K | $843.1K | added |
| Everhart Financial Group, Inc.COM SHS2.4K shadded | 2.4K | $829.2K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM SHS2.4K shtrimmed | 2.4K | $820K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM SHS2.2K shadded | 2.2K | $747K | added |
| GAMMA Investing LLCCommon Stock2.2K shadded | 2.2K | $738.5K | added |
| DECISION INVESTMENTS, INCCOM SHS1.9K shheld | 1.9K | $660.8K | held |
| CoreCap Advisors, LLCStock1.7K shadded | 1.7K | $572.8K | added |
| Sound Income Strategies, LLCCOM SHS1.5K shadded | 1.5K | $527.9K | added |
| Avidian Wealth Enterprises, LLCCOM SHS1.5K shadded | 1.5K | $493.4K | added |
| Strong Retirement Solutions LLCCOM SHS1.1K shheld | 1.1K | $364.7K | held |
| LifeGoal Investments, LLCCOM SHS1K shtrimmed | 1K | $345K | trimmed |
| ECLECTIC ASSOCIATES INC /ADVCOM SHS798 shheld | 798 | $271K | held |
| Olistico Wealth, LLCStock786 shheld | 786 | $266.9K | held |
| Capital Advisors Wealth Management, LLCCOM SHS705 sh— | 705 | $239.4K | — |
| Balefire, LLCCOM SHS648 sh— | 648 | $220K | — |
| Apella Capital, LLCCOM SHS648 sh— | 648 | $215.7K | — |
| Acropolis Investment Management, LLCCOM SHS412 shtrimmed | 412 | $139.9K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock405 shadded | 405 | $137.5K | added |
| ATWOOD & PALMER INCCOM150 sh— | 150 | $50.9K | — |
| GK Wealth Management LLCCOM SHS120 sh— | 120 | $40.7K | — |
| GLYNN CAPITAL MANAGEMENT LLCCOM86 shadded | 86 | $29.2K | added |
| TOMPKINS FINANCIAL CORPCOM SHS75 shheld | 75 | $25.5K | held |
| Grove Bank & TrustCOM SHS66 shtrimmed | 66 | $22.4K | trimmed |
| Marquette Asset Management, LLCCOM SHS63 shheld | 63 | $21.4K | held |
| Wealth Enhancement Trust Services, Inc.COM SHS58 shadded | 58 | $19.7K | added |
| Retirement Wealth Solutions LLCCOM SHS49 shadded | 49 | $16.6K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM SHS47 shadded | 47 | $16K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock38 shheld | 38 | $12.9K | held |
| Bangor Savings BankCOM SHS27 shheld | 27 | $9.2K | held |
| Davis Capital ManagementStock12 shadded | 12 | $4.1K | added |
| Trust CoStock6 shheld | 6 | $2K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM SHS5 sh— | 5 | $1.7K | — |
| Rosenberg Matthew HamiltonStock2 shtrimmed | 2 | $679 | trimmed |