| Mn Services Vermogensbeheer B.V.COM144.4K shheld | 144.4K | $23.6M | held |
| VALLEY WEALTH MANAGERS, INC.Stock116.2K shadded | 116.2K | $19M | added |
| Overbrook Management CorpCOM53.6K shtrimmed | 53.6K | $8.7M | trimmed |
| YHB Investment Advisors, Inc.COM30.9K shtrimmed | 30.9K | $5M | trimmed |
| Farther Finance Advisors, LLCStock24.5K shadded | 24.5K | $4M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom13.2K shadded | 13.2K | $2.2M | added |
| GAMMA Investing LLCCommon Stock12.1K shadded | 12.1K | $2M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM10.8K shadded | 10.8K | $1.8M | added |
| STABLEFORD CAPITAL II LLCCOM10.7K shadded | 10.7K | $1.7M | added |
| Post Resch Tallon Group Inc.COM9.7K shheld | 9.7K | $1.6M | held |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock8.6K shtrimmed | 8.6K | $1.4M | trimmed |
| Wedmont Private CapitalCOM7.4K shtrimmed | 7.4K | $1.3M | trimmed |
| Cooper Financial GroupCOM6K shtrimmed | 6K | $977K | trimmed |
| Canandaigua National Trust Co of FloridaCom5.9K shadded | 5.9K | $969.7K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM5.6K shadded | 5.6K | $905.6K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM5.2K shadded | 5.2K | $847.7K | added |
| Legacy Wealth Asset Management, LLCCOM4.7K shtrimmed | 4.7K | $758.6K | trimmed |
| Crumly & Associates Inc.COM3.9K shadded | 3.9K | $633.2K | added |
| Davis Capital ManagementStock3.4K shadded | 3.4K | $546.3K | added |
| Legacy Private Trust Co.COM2.7K shadded | 2.7K | $441.9K | added |
| Athena Wealth Management, LLCCOM2.5K shtrimmed | 2.5K | $410.2K | trimmed |
| Central Pacific Bank - Trust DivisionCOM2.5K shheld | 2.5K | $409.3K | held |
| Valeo Financial Advisors, LLCStock2.5K shtrimmed | 2.5K | $406.1K | trimmed |
| Bullock Wealth Management GroupStock2.5K shtrimmed | 2.5K | $405.6K | trimmed |
| Avidian Wealth Enterprises, LLCCOM2.5K shadded | 2.5K | $403.1K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM2.4K shtrimmed | 2.4K | $391.2K | trimmed |
| Breakwater Capital GroupCOM2.4K shtrimmed | 2.4K | $385.7K | trimmed |
| EASTERN BANKCOM2.3K shheld | 2.3K | $368.4K | held |
| Freestate Advisors LLCCOM2.3K shtrimmed | 2.3K | $368.2K | trimmed |
| Rosenberg Matthew HamiltonStock2.2K shadded | 2.2K | $353.6K | added |
| Gerald Baker Financial Group LLCCOM2.1K shadded | 2.1K | $346.9K | added |
| TOTH FINANCIAL ADVISORY CORPCOM1.9K shadded | 1.9K | $307.4K | added |
| Everhart Financial Group, Inc.COM1.8K shadded | 1.8K | $300.1K | added |
| Hamilton Capital, LLCCOM1.8K shtrimmed | 1.8K | $294K | trimmed |
| Trust CoStock1.1K shadded | 1.1K | $183K | added |
| CoreCap Advisors, LLCStock936 shtrimmed | 936 | $152.7K | trimmed |
| GK Wealth Management LLCCOM838 sh— | 838 | $136.6K | — |
| Grove Bank & TrustCOM784 shadded | 784 | $127.9K | added |
| ATWOOD & PALMER INCCOM630 shadded | 630 | $102.7K | added |
| Quintet Private Bank (Europe) S.A.COM400 shadded | 400 | $65.2K | added |
| Wealth Enhancement Trust Services, Inc.COM301 shtrimmed | 301 | $49.1K | trimmed |
| Byrne Asset Management LLCCOM263 shadded | 263 | $42.5K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM250 shheld | 250 | $40.8K | held |
| Paladin Partners, LLCStock151 shheld | 151 | $24.6K | held |
| Matrix Trust CoCOM145 shadded | 145 | $24K | added |
| Bank & Trust CoCOM111 shheld | 111 | $18.1K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM72 shtrimmed | 72 | $11.7K | trimmed |
| Bangor Savings BankCOM64 shheld | 64 | $10.4K | held |
| Marquette Asset Management, LLCCOM56 shadded | 56 | $9.1K | added |
| Retirement Wealth Solutions LLCCOM16 sh— | 16 | $2.6K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM3 shheld | 3 | $490 | held |