| CONGRESS ASSET MANAGEMENT COCOM106.4K shtrimmed | 106.4K | $42.7M | trimmed |
| Mn Services Vermogensbeheer B.V.COM45.6K shheld | 45.6K | $18.3M | held |
| Insight Wealth Strategies, LLCCOM16.7K shadded | 16.7K | $6.7M | added |
| Gouws Capital LLCCOM16.2K shadded | 16.2K | $6.5M | added |
| Farther Finance Advisors, LLCStock9.9K shtrimmed | 9.9K | $4M | trimmed |
| Bell Asset Management LtdCOM7.6K shtrimmed | 7.6K | $3.1M | trimmed |
| GAMMA Investing LLCCommon Stock7.4K shadded | 7.4K | $3M | added |
| CoreCap Advisors, LLCStock6.8K shtrimmed | 6.8K | $2.7M | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM4.8K shadded | 4.8K | $1.9M | added |
| Norman Fields, Gottscho Capital Management, LLCCOM4.7K shheld | 4.7K | $1.9M | held |
| Westwind CapitalStock4.7K shadded | 4.7K | $1.9M | added |
| Wealth Enhancement Trust Services, Inc.COM4.4K shadded | 4.4K | $1.8M | added |
| Great Waters Wealth ManagementCOM4K shtrimmed | 4K | $1.6M | trimmed |
| Wedmont Private CapitalCOM3.3K shadded | 3.3K | $1.3M | added |
| Veracity Capital LLCCOM3.3K shtrimmed | 3.3K | $1.3M | trimmed |
| Factor Wealth Management LTDCOM3.1K shheld | 3.1K | $1.2M | held |
| Legacy Wealth Asset Management, LLCCOM1.9K shadded | 1.9K | $777K | added |
| Sound Income Strategies, LLCCOM1.8K shadded | 1.8K | $713.4K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM1.4K shtrimmed | 1.4K | $562.5K | trimmed |
| Acropolis Investment Management, LLCCOM1.1K shheld | 1.1K | $451.8K | held |
| Emergent Wealth Advisors, LLCCOM981 shheld | 981 | $393.3K | held |
| City Center Advisors, LLCCOM941 sh— | 941 | $377.3K | — |
| CYPRESS ASSET MANAGEMENT INC/TXCOM940 shheld | 940 | $376.9K | held |
| Greenfield Savings BankCOM903 shheld | 903 | $362K | held |
| RIVERSEDGE ADVISORS, LLCCOM854 shtrimmed | 854 | $342.4K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock791 shtrimmed | 791 | $317.1K | trimmed |
| Whalen Wealth Management Inc.COM783 sh— | 783 | $313.9K | — |
| LifeGoal Investments, LLCCOM734 shtrimmed | 734 | $294.3K | trimmed |
| Everhart Financial Group, Inc.COM724 shadded | 724 | $290.4K | added |
| Vann Equity Management LLCCOM693 shtrimmed | 693 | $278K | trimmed |
| Valeo Financial Advisors, LLCStock605 sh— | 605 | $242.4K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM598 shadded | 598 | $239.8K | added |
| Cooper Financial GroupCOM589 shtrimmed | 589 | $236.1K | trimmed |
| Avidian Wealth Enterprises, LLCCOM546 shadded | 546 | $219.1K | added |
| Central Pacific Bank - Trust DivisionCOM365 sh— | 365 | $146.3K | — |
| Grove Bank & TrustCOM68 shadded | 68 | $27.3K | added |
| EASTERN BANKCOM66 shheld | 66 | $26.5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM38 shtrimmed | 38 | $15.2K | trimmed |
| GK Wealth Management LLCCOM33 sh— | 33 | $13.2K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM31 sh— | 31 | $12.4K | — |
| Retirement Wealth Solutions LLCCOM29 shadded | 29 | $11.6K | added |
| Bullock Wealth Management GroupStock22 shtrimmed | 22 | $9.1K | trimmed |
| Marquette Asset Management, LLCCOM20 shheld | 20 | $8K | held |
| Investors Research CorpCOM10 shheld | 10 | $4K | held |
| Davis Capital ManagementStock6 shadded | 6 | $2.4K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM5 sh— | 5 | $2K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock4 shtrimmed | 4 | $1.6K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM3 shtrimmed | 3 | $1.2K | trimmed |