| Mn Services Vermogensbeheer B.V.COM NEW491.3K shadded | 491.3K | $57.9M | added |
| Pacifica Partners Inc.COM NEW58.3K shtrimmed | 58.3K | $6.8M | trimmed |
| Applied Capital LLC/FLCOM NEW23K shtrimmed | 23K | $2.7M | trimmed |
| Farther Finance Advisors, LLCStock15.6K shtrimmed | 15.6K | $1.8M | trimmed |
| Emergent Wealth Advisors, LLCCOM NEW11.8K shadded | 11.8K | $1.4M | added |
| Dickmeyer Boyce Financial Management, Inc.COM NEW10.8K shtrimmed | 10.8K | $1.3M | trimmed |
| ROCKLAND TRUST COCOM NEW8.4K shheld | 8.4K | $989.3K | held |
| Greenfield Savings BankCOM NEW6.3K shtrimmed | 6.3K | $744.6K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM NEW4.3K shadded | 4.3K | $507.6K | added |
| Independence Financial Advisors, LLCCOM NEW4K shheld | 4K | $475.5K | held |
| Bath Savings Trust CoInt'l Common Stock3.7K shtrimmed | 3.7K | $436K | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM3.2K shtrimmed | 3.2K | $376.6K | trimmed |
| Successful Portfolios LLCCOM NEW3K shheld | 3K | $353K | held |
| Bank of New HampshireCOM NEW3K shheld | 3K | $352.1K | held |
| Apella Capital, LLCCOM NEW3K shadded | 3K | $344.2K | added |
| EASTERN BANKCOM NEW2.8K shheld | 2.8K | $329.2K | held |
| Venture Visionary Partners LLCCOM NEW2.7K shadded | 2.7K | $318.2K | added |
| Shulman DeMeo Asset Management LLCCOM NEW2.7K shheld | 2.7K | $317K | held |
| PUFF WEALTH MANAGEMENT, LLCCOM NEW2.6K shtrimmed | 2.6K | $303.2K | trimmed |
| YHB Investment Advisors, Inc.COM NEW2.6K shtrimmed | 2.6K | $302.8K | trimmed |
| INSPIRION WEALTH ADVISORS, LLCCOM NEW2.5K shheld | 2.5K | $293.8K | held |
| Brown Shipley& Co LtdCOM NEW2.3K shheld | 2.3K | $271.1K | held |
| Valeo Financial Advisors, LLCStock2.3K shadded | 2.3K | $270.2K | added |
| Avidian Wealth Enterprises, LLCCOM NEW1.9K shadded | 1.9K | $223.2K | added |
| Breakwater Capital GroupCOM NEW1.9K shtrimmed | 1.9K | $221.2K | trimmed |
| Hardin Capital Partners, LLCCOM NEW1.8K shheld | 1.8K | $207.1K | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.4K shtrimmed | 1.4K | $167.7K | trimmed |
| Rosenberg Matthew HamiltonStock1.4K shtrimmed | 1.4K | $158.8K | trimmed |
| TOMPKINS FINANCIAL CORPCOM NEW1.2K shheld | 1.2K | $141K | held |
| Bangor Savings BankCOM NEW992 shtrimmed | 992 | $116.6K | trimmed |
| Byrne Asset Management LLCCOM859 shheld | 859 | $101K | held |
| Trust CoStock840 shtrimmed | 840 | $98.7K | trimmed |
| Bullock Wealth Management GroupStock700 shheld | 700 | $82.3K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW550 shtrimmed | 550 | $64.6K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM NEW500 shheld | 500 | $58.8K | held |
| Investors Research CorpCOM NEW498 shheld | 498 | $58.5K | held |
| CoreCap Advisors, LLCStock280 shheld | 280 | $32.9K | held |
| Wealth Enhancement Trust Services, Inc.COM NEW225 shheld | 225 | $26.4K | held |
| Retirement Wealth Solutions LLCCOM NEW167 sh— | 167 | $19.6K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW114 shheld | 114 | $13.4K | held |
| GAMMA Investing LLCCommon Stock77 sh— | 77 | $9.1K | — |
| ATWOOD & PALMER INCCOM2 shheld | 2 | $236 | held |