| Douglas Lane & Associates, LLCCOMMON1.4M shtrimmed | 1.4M | $80.6M | trimmed |
| TETRAD CORPCOM NEW710K shheld | 710K | $41M | held |
| Mn Services Vermogensbeheer B.V.COM NEW457.3K shadded | 457.3K | $26.4M | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM385.8K shtrimmed | 385.8K | $22.3M | trimmed |
| Gradient Investments LLCCOM NEW285.6K shadded | 285.6K | $16.5M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock278.1K shtrimmed | 278.1K | $16.1M | trimmed |
| Keystone Financial Planning, Inc.COM NEW225.2K shtrimmed | 225.2K | $13M | trimmed |
| S.E.E.D. Planning Group LLCCOM NEW169.7K shtrimmed | 169.7K | $9.8M | trimmed |
| EASTERN BANKCOM NEW160K shtrimmed | 160K | $9.2M | trimmed |
| Farther Finance Advisors, LLCStock125.9K shadded | 125.9K | $7.3M | added |
| VALLEY WEALTH MANAGERS, INC.Stock93.1K shadded | 93.1K | $5.4M | added |
| BOS Asset Management, LLCCOM NEW90K shtrimmed | 90K | $5.2M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock87.8K shtrimmed | 87.8K | $5.1M | trimmed |
| GAMMA Investing LLCCommon Stock75.4K shadded | 75.4K | $4.4M | added |
| ALKEME WEALTH, LLCCOM NEW66.9K shtrimmed | 66.9K | $3.9M | trimmed |
| Bill Few Associates, Inc.COM NEW62K shadded | 62K | $3.6M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM52.4K shtrimmed | 52.4K | $3M | trimmed |
| Legacy Private Trust Co.COM NEW49.2K shheld | 49.2K | $2.8M | held |
| Allen Mooney & Barnes Investment Advisors LLCStock42.9K shadded | 42.9K | $2.5M | added |
| Wedmont Private CapitalCOM NEW33.1K shadded | 33.1K | $1.9M | added |
| Applied Capital LLC/FLCOM NEW29.5K shtrimmed | 29.5K | $1.7M | trimmed |
| FIRST COMMUNITY TRUST NACOM NEW25.8K shtrimmed | 25.8K | $1.5M | trimmed |
| Venture Visionary Partners LLCCOM NEW25.4K shadded | 25.4K | $1.5M | added |
| PARK NATIONAL CORP /OH/Com22.9K shtrimmed | 22.9K | $1.3M | trimmed |
| STABLEFORD CAPITAL II LLCCOM NEW22.8K shtrimmed | 22.8K | $1.3M | trimmed |
| Legacy Wealth Asset Management, LLCCOM NEW22K shadded | 22K | $1.3M | added |
| Valeo Financial Advisors, LLCStock21.1K shadded | 21.1K | $1.2M | added |
| NEVILLE RODIE & SHAW INCCOM19.8K shheld | 19.8K | $1.1M | held |
| Avidian Wealth Enterprises, LLCCOM NEW19.4K shadded | 19.4K | $1.1M | added |
| ROCKLAND TRUST COCOM NEW17.8K shadded | 17.8K | $1M | added |
| DAVIDSON TRUST COEquities17.3K shtrimmed | 17.3K | $996.4K | trimmed |
| Gallagher Capital Advisors, LLCCOM NEW16K shheld | 16K | $923.6K | held |
| STEPH & COCOM NEW14K shadded | 14K | $807.8K | added |
| Capital Advisors Wealth Management, LLCCOM NEW13.8K shtrimmed | 13.8K | $797.8K | trimmed |
| Acropolis Investment Management, LLCCOM NEW13.6K shadded | 13.6K | $788.1K | added |
| Grove Bank & TrustCOM NEW13.2K shtrimmed | 13.2K | $760K | trimmed |
| Everhart Financial Group, Inc.COM NEW12.7K shtrimmed | 12.7K | $734.1K | trimmed |
| Atlas Brown,Inc.Stock11.5K shadded | 11.5K | $662.9K | added |
| ATWOOD & PALMER INCCOM11.3K shtrimmed | 11.3K | $652.6K | trimmed |
| Bank & Trust CoCOM NEW10.9K shheld | 10.9K | $630.3K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW10.7K shheld | 10.7K | $615.9K | held |
| Hiley Hunt Wealth ManagementCOM NEW8.6K shheld | 8.6K | $494.5K | held |
| Hummer Financial Advisory Services IncCOM NEW8K shheld | 8K | $464K | held |
| Kessler Investment Group, LLCCOM NEW7.9K shheld | 7.9K | $456.8K | held |
| RIVERSEDGE ADVISORS, LLCCOM NEW7.5K shadded | 7.5K | $434.5K | added |
| Fenimore Asset Management IncCOM7.3K shheld | 7.3K | $423.4K | held |
| Apella Capital, LLCCOM NEW7.5K shadded | 7.5K | $421.5K | added |
| Wealth Enhancement Trust Services, Inc.COM NEW6.3K shtrimmed | 6.3K | $366.1K | trimmed |
| EPIQ PARTNERS, LLCCOM NEW6.3K shheld | 6.3K | $364.6K | held |
| Greenfield Savings BankCOM NEW5.9K shadded | 5.9K | $338.9K | added |
| Lincoln Capital LLCCOM NEW5.8K shadded | 5.8K | $334.3K | added |
| Great Waters Wealth ManagementCOM NEW5.8K shadded | 5.8K | $333.5K | added |
| HALL LAURIE J TRUSTEEEquities5.7K shheld | 5.7K | $329.2K | held |
| Kure Advisory, LLCCOM NEW5.7K shadded | 5.7K | $327.4K | added |
| Shulman DeMeo Asset Management LLCCOM NEW5.3K shtrimmed | 5.3K | $304.9K | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM5.2K shheld | 5.2K | $302.3K | held |
| Graves Light Lenhart Wealth, Inc.COM NEW5.2K shheld | 5.2K | $300.8K | held |
| LAWOOD & COCommon Stock5K shtrimmed | 5K | $291.4K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM NEW4.6K shheld | 4.6K | $267.3K | held |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.6K shheld | 4.6K | $262.8K | held |
| Balefire, LLCCOM NEW4.5K shadded | 4.5K | $261.7K | added |
| CoreCap Advisors, LLCStock4.5K shtrimmed | 4.5K | $260.8K | trimmed |
| New Covenant Trust Company, N.A.COM NEW4.4K shtrimmed | 4.4K | $251.8K | trimmed |
| Byrne Asset Management LLCCOM4K shtrimmed | 4K | $230.6K | trimmed |
| Monument Capital ManagementCOM NEW4K shadded | 4K | $229K | added |
| Cooper Financial GroupCOM NEW3.9K shtrimmed | 3.9K | $226K | trimmed |
| Dominguez Wealth Management Solutions, Inc.COM NEW3.8K shheld | 3.8K | $219.3K | held |
| First Heartland Consultants, Inc.COM NEW3.8K shtrimmed | 3.8K | $217.5K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM NEW3.8K shtrimmed | 3.8K | $217.3K | trimmed |
| Trinity Financial Advisors LLCCOM NEW3.7K shadded | 3.7K | $215.2K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW3.6K shadded | 3.6K | $209.4K | added |
| Sound Income Strategies, LLCCOM NEW3.6K shadded | 3.6K | $205.8K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock2.9K shheld | 2.9K | $167.9K | held |
| Dakota Community Bank & Trust NACOM NEW2.5K shheld | 2.5K | $144.4K | held |
| Wedmont Private CapitalCOM NEW2.5K shtrimmed | 2.5K | $142.6K | trimmed |
| Trust CoStock2.5K shtrimmed | 2.5K | $142.4K | trimmed |
| GK Wealth Management LLCCOM NEW2.3K sh— | 2.3K | $132.9K | — |
| TOMPKINS FINANCIAL CORPCOM NEW2.2K shheld | 2.2K | $129.9K | held |
| Marquette Asset Management, LLCCOM NEW1.4K shheld | 1.4K | $80.9K | held |
| Bank of New HampshireCOM NEW1.2K shheld | 1.2K | $67.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW1.1K shadded | 1.1K | $64.2K | added |
| Olistico Wealth, LLCStock1K shheld | 1K | $57.8K | held |
| Rosenberg Matthew HamiltonStock772 shheld | 772 | $44.6K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW660 shadded | 660 | $38.1K | added |
| Bangor Savings BankCOM NEW604 shheld | 604 | $34.9K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW536 shadded | 536 | $31K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW300 shadded | 300 | $17.3K | added |
| ACIMA PRIVATE WEALTH, LLCStock252 shheld | 252 | $14.6K | held |
| Horrell Capital Management, Inc.COM NEW243 shadded | 243 | $14.1K | added |
| Retirement Wealth Solutions LLCCOM NEW241 shadded | 241 | $13.9K | added |
| Pacifica Partners Inc.COM NEW240 shheld | 240 | $13.8K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW200 sh— | 200 | $11.7K | — |
| Investors Research CorpCOM NEW110 shtrimmed | 110 | $6.4K | trimmed |
| Davis Capital ManagementStock55 shtrimmed | 55 | $3.2K | trimmed |