| Mn Services Vermogensbeheer B.V.COM62K shheld | 62K | $22.1M | held |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock34.5K shtrimmed | 34.5K | $12.3M | trimmed |
| KWMG, LLCCOM28.6K shadded | 28.6K | $10.2M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM18.5K shadded | 18.5K | $6.6M | added |
| VALLEY WEALTH MANAGERS, INC.Stock16.9K shtrimmed | 16.9K | $6M | trimmed |
| Applied Capital LLC/FLCOM15.1K shtrimmed | 15.1K | $5.4M | trimmed |
| GAMMA Investing LLCCommon Stock13.8K shadded | 13.8K | $4.9M | added |
| Farther Finance Advisors, LLCStock13.8K shadded | 13.8K | $4.9M | added |
| Lincoln Capital LLCCOM11.2K shtrimmed | 11.2K | $4M | trimmed |
| Acropolis Investment Management, LLCCOM10.5K shtrimmed | 10.5K | $3.8M | trimmed |
| ALKEME WEALTH, LLCCOM10.4K shtrimmed | 10.4K | $3.7M | trimmed |
| Monument Capital ManagementCOM8.6K shadded | 8.6K | $3.1M | added |
| CoreCap Advisors, LLCStock8.2K shadded | 8.2K | $2.9M | added |
| Bank & Trust CoCOM7.9K shtrimmed | 7.9K | $2.8M | trimmed |
| Venture Visionary Partners LLCCOM7.7K shtrimmed | 7.7K | $2.7M | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.4K shtrimmed | 7.4K | $2.6M | trimmed |
| Bank of New HampshireCOM5.9K shadded | 5.9K | $2.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.7K shtrimmed | 5.7K | $2M | trimmed |
| Wedmont Private CapitalCOM4.9K shadded | 4.9K | $1.8M | added |
| Bullock Wealth Management GroupStock4.7K shadded | 4.7K | $1.7M | added |
| RFG - Bristol Wealth Advisors, LLCCOM4.5K shadded | 4.5K | $1.6M | added |
| Valeo Financial Advisors, LLCStock4.5K shadded | 4.5K | $1.6M | added |
| Retireful, LLCCOM4.2K sh— | 4.2K | $1.5M | — |
| MOODY NATIONAL BANK TRUST DIVISIONCOM4.2K shadded | 4.2K | $1.5M | added |
| Barden Capital Management, Inc.COM3.4K shtrimmed | 3.4K | $1.2M | trimmed |
| EASTERN BANKCOM2.6K shtrimmed | 2.6K | $943.7K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2.6K shtrimmed | 2.6K | $931K | trimmed |
| PARK NATIONAL CORP /OH/Com2.3K shtrimmed | 2.3K | $827.5K | trimmed |
| Avidian Wealth Enterprises, LLCCOM2.3K shadded | 2.3K | $805.5K | added |
| RIVERSEDGE ADVISORS, LLCCOM2.1K shadded | 2.1K | $746.4K | added |
| Wealth Enhancement Trust Services, Inc.COM1.9K shadded | 1.9K | $677K | added |
| Apella Capital, LLCCOM1.8K shadded | 1.8K | $662.6K | added |
| NEVILLE RODIE & SHAW INCCOM1.7K shheld | 1.7K | $606K | held |
| Canandaigua National Trust Co of FloridaCom1.7K shadded | 1.7K | $591.8K | added |
| Veracity Capital LLCCOM1.5K shtrimmed | 1.5K | $533.3K | trimmed |
| Great Waters Wealth ManagementCOM1.4K shadded | 1.4K | $490.9K | added |
| Shulman DeMeo Asset Management LLCCOM993 shtrimmed | 993 | $358.1K | trimmed |
| Breakwater Capital GroupCOM921 shtrimmed | 921 | $328.3K | trimmed |
| Everhart Financial Group, Inc.COM911 shheld | 911 | $324.8K | held |
| Central Pacific Bank - Trust DivisionCOM899 shtrimmed | 899 | $320.5K | trimmed |
| Legacy Private Trust Co.COM875 shtrimmed | 875 | $311.9K | trimmed |
| ROCKLAND TRUST COCOM859 shheld | 859 | $306.2K | held |
| Horizons Wealth ManagementStock812 shheld | 812 | $289.5K | held |
| FIRST COMMUNITY TRUST NACOM800 shheld | 800 | $285.2K | held |
| Castle Rock Wealth Management, LLCCOM783 shheld | 783 | $282.4K | held |
| KFA Private Wealth Group, LLCCOM784 shadded | 784 | $279.6K | added |
| Exchange BankCOMMON STOCK773 shheld | 773 | $275.6K | held |
| Douglas Lane & Associates, LLCCOMMON736 shtrimmed | 736 | $262.2K | trimmed |
| Grove Bank & TrustCOM716 shadded | 716 | $255.3K | added |
| Kure Advisory, LLCCOM699 shheld | 699 | $249.2K | held |
| Cooper Financial GroupCOM665 shadded | 665 | $237K | added |
| Independence Financial Advisors, LLCCOM665 shheld | 665 | $236.9K | held |
| Paragon Capital Management LtdCOM616 shtrimmed | 616 | $219.8K | trimmed |
| Conrad Siegel Investment Advisors, Inc.COM594 sh— | 594 | $211.8K | — |
| ECLECTIC ASSOCIATES INC /ADVCOM590 sh— | 590 | $210.4K | — |
| Hiley Hunt Wealth ManagementCOM585 sh— | 585 | $208.6K | — |
| Greenfield Savings BankCOM579 sh— | 579 | $206.4K | — |
| TOMPKINS FINANCIAL CORPCOM573 shheld | 573 | $204.3K | held |
| Bangor Savings BankCOM466 shheld | 466 | $166.1K | held |
| Investors Research CorpCOM330 shtrimmed | 330 | $117.6K | trimmed |
| Pacifica Partners Inc.COM322 shheld | 322 | $116.4K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM198 sh— | 198 | $70.6K | — |
| ATWOOD & PALMER INCCOM150 shheld | 150 | $53.5K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM139 shtrimmed | 139 | $49.6K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM101 shadded | 101 | $36K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM52 shheld | 52 | $18.5K | held |
| Rosenberg Matthew HamiltonStock50 shheld | 50 | $17.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM31 shadded | 31 | $11.1K | added |
| Marquette Asset Management, LLCCOM28 shheld | 28 | $10K | held |
| GK Wealth Management LLCCOM17 sh— | 17 | $6K | — |
| Trust CoStock16 shtrimmed | 16 | $5.7K | trimmed |
| Davis Capital ManagementStock12 shheld | 12 | $4.3K | held |
| Retirement Wealth Solutions LLCCOM4 sh— | 4 | $1.4K | — |