| CANANDAIGUA NATIONAL BANK & TRUST COCom33.5K shtrimmed | 33.5K | $3.8M | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.CL A16.9K shadded | 16.9K | $1.9M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock9.3K shtrimmed | 9.3K | $1.1M | trimmed |
| Douglas Lane & Associates, LLCCOMMON7.7K shtrimmed | 7.7K | $865.3K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCL A7.1K shadded | 7.1K | $805K | added |
| Grove Bank & TrustCL A5.2K shadded | 5.2K | $592.2K | added |
| Valeo Financial Advisors, LLCStock4.1K shtrimmed | 4.1K | $461.5K | trimmed |
| ANB BANKCom4.1K shtrimmed | 4.1K | $460.7K | trimmed |
| TOMPKINS FINANCIAL CORPCL A3.7K shadded | 3.7K | $423.4K | added |
| TOTH FINANCIAL ADVISORY CORPCL A3.7K shtrimmed | 3.7K | $414.4K | trimmed |
| Cooper Financial GroupCL A3.7K shtrimmed | 3.7K | $413.4K | trimmed |
| TLWMCL A3.4K shtrimmed | 3.4K | $382.9K | trimmed |
| GAMMA Investing LLCCommon Stock3.2K shtrimmed | 3.2K | $361.7K | trimmed |
| City Center Advisors, LLCCL A3.2K sh— | 3.2K | $358.7K | — |
| Nautilus Advisors LLCCL A3K shheld | 3K | $341.7K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL A2.8K shadded | 2.8K | $318.7K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A2.6K shadded | 2.6K | $291.1K | added |
| Legacy Private Trust Co.CL A2K shtrimmed | 2K | $229.5K | trimmed |
| GK Wealth Management LLCCL A1.8K shtrimmed | 1.8K | $204.6K | trimmed |
| Farther Finance Advisors, LLCStock1.8K shtrimmed | 1.8K | $201.6K | trimmed |
| CoreCap Advisors, LLCStock1.5K shtrimmed | 1.5K | $169.7K | trimmed |
| Rosenberg Matthew HamiltonStock1.1K shadded | 1.1K | $124.5K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock499 shtrimmed | 499 | $56.4K | trimmed |
| Wealth Enhancement Trust Services, Inc.CL A424 shtrimmed | 424 | $47.9K | trimmed |
| General Partner, Inc.CL332 shheld | 332 | $37.5K | held |
| Bangor Savings BankCL A155 shtrimmed | 155 | $17.5K | trimmed |
| EASTERN BANKCL A150 shheld | 150 | $17K | held |
| Davis Capital ManagementStock124 shadded | 124 | $14K | added |
| VALLEY WEALTH MANAGERS, INC.Stock100 shheld | 100 | $11.3K | held |
| Byrne Asset Management LLCCOM90 shtrimmed | 90 | $10.2K | trimmed |
| FIRST COMMUNITY TRUST NACL A85 shheld | 85 | $9.6K | held |
| Investors Research CorpCL A84 shtrimmed | 84 | $9.5K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCL A26 shheld | 26 | $2.9K | held |
| ARMSTRONG ADVISORY GROUP, INCCL A17 shadded | 17 | $1.9K | added |
| GILPIN WEALTH MANAGEMENT, LLCCL A14 sh— | 14 | $1.6K | — |
| Marquette Asset Management, LLCCL A7 shadded | 7 | $792 | added |
| Retirement Wealth Solutions LLCCL A6 sh— | 6 | $679 | — |
| ATWOOD & PALMER INCCOM5 shheld | 5 | $566 | held |
| Trust CoStock2 shtrimmed | 2 | $226 | trimmed |