| Artemis Investment Management LLPCOM142.7K shadded | 142.7K | $55.3M | added |
| Adams Asset Advisors, LLCCOM62.4K shtrimmed | 62.4K | $24.2M | trimmed |
| KWMG, LLCCOM61.1K shtrimmed | 61.1K | $23.7M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM50.1K shtrimmed | 50.1K | $19.4M | trimmed |
| Sound Income Strategies, LLCCOM36.8K shtrimmed | 36.8K | $16.3M | trimmed |
| S.E.E.D. Planning Group LLCCOM36.9K shtrimmed | 36.9K | $14.3M | trimmed |
| SAPIENT CAPITAL LLCCOM36.5K shtrimmed | 36.5K | $14.2M | trimmed |
| CENTRAL BANK & TRUST COEquities30.6K shtrimmed | 30.6K | $11.8M | trimmed |
| CHAPIN DAVIS, INC.COM29K shadded | 29K | $11.2M | added |
| Douglas Lane & Associates, LLCCOMMON28K shtrimmed | 28K | $10.8M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock27K shtrimmed | 27K | $10.5M | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock18K shtrimmed | 18K | $7M | trimmed |
| Farther Finance Advisors, LLCStock17K shadded | 17K | $6.6M | added |
| GAMMA Investing LLCCommon Stock15.5K shadded | 15.5K | $6M | added |
| Bank & Trust CoCOM14.2K shtrimmed | 14.2K | $5.5M | trimmed |
| Decker Wealth Management LLCCOM13.4K sh— | 13.4K | $5.2M | — |
| Wedmont Private CapitalCOM11.4K shadded | 11.4K | $5.1M | added |
| Monument Capital ManagementCOM12.8K shadded | 12.8K | $5M | added |
| Avidian Wealth Enterprises, LLCCOM10.3K shtrimmed | 10.3K | $4M | trimmed |
| Valeo Financial Advisors, LLCStock8.3K shadded | 8.3K | $3.2M | added |
| Apella Capital, LLCCOM7.1K shadded | 7.1K | $3M | added |
| Greenfield Savings BankCOM7.4K shtrimmed | 7.4K | $2.9M | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM6.6K shtrimmed | 6.6K | $2.6M | trimmed |
| Venture Visionary Partners LLCCOM6.4K shadded | 6.4K | $2.5M | added |
| MFG WEALTH MANAGEMENT, INC.COM5.9K shtrimmed | 5.9K | $2.3M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM5.7K shtrimmed | 5.7K | $2.2M | trimmed |
| Westwind CapitalStock5.7K shadded | 5.7K | $2.2M | added |
| ROCKLAND TRUST COCOM5.7K shtrimmed | 5.7K | $2.2M | trimmed |
| Rosenberg Matthew HamiltonStock4.9K shheld | 4.9K | $1.9M | held |
| DECISION INVESTMENTS, INCCOM4.8K shtrimmed | 4.8K | $1.9M | trimmed |
| Athena Wealth Management, LLCCOM4.8K shadded | 4.8K | $1.8M | added |
| Gradient Investments LLCCOM4.6K shtrimmed | 4.6K | $1.8M | trimmed |
| Investors Research CorpCOM4.5K shtrimmed | 4.5K | $1.7M | trimmed |
| Bill Few Associates, Inc.COM4K shadded | 4K | $1.6M | added |
| Cooper Financial GroupCOM3.8K shadded | 3.8K | $1.5M | added |
| Bangor Savings BankCOM3.7K shadded | 3.7K | $1.4M | added |
| FIG FINANCIAL ADVISORY SERVICES INC /ADVCOM3.6K sh— | 3.6K | $1.4M | — |
| VISTA INVESTMENT PARTNERS LLCCOM3.4K shtrimmed | 3.4K | $1.3M | trimmed |
| Barden Capital Management, Inc.COM3.4K shadded | 3.4K | $1.3M | added |
| Everhart Financial Group, Inc.COM3.4K shadded | 3.4K | $1.3M | added |
| Biltmore Wealth Management, LLCCOM3.4K shtrimmed | 3.4K | $1.3M | trimmed |
| COLLECTIVE FAMILY OFFICE LLCCOM3.3K shtrimmed | 3.3K | $1.3M | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM3.1K shheld | 3.1K | $1.2M | held |
| Bullock Wealth Management GroupStock2.8K shadded | 2.8K | $1.1M | added |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM2.9K shheld | 2.9K | $1.1M | held |
| ARMSTRONG ADVISORY GROUP, INCCOM2.9K shtrimmed | 2.9K | $1.1M | trimmed |
| Grove Bank & TrustCOM2.6K shadded | 2.6K | $1M | added |
| City Center Advisors, LLCCOM2.2K shtrimmed | 2.2K | $843.4K | trimmed |
| Acropolis Investment Management, LLCCOM2.1K shadded | 2.1K | $797.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM2K shadded | 2K | $785.4K | added |
| Hamilton Capital, LLCCOM1.8K shtrimmed | 1.8K | $708.3K | trimmed |
| Intelligence Driven Advisers, LLCCOM1.7K shadded | 1.7K | $658.4K | added |
| CoreCap Advisors, LLCStock1.7K shtrimmed | 1.7K | $653K | trimmed |
| Tactive Advisors, LLCCOM1.5K sh— | 1.5K | $588.8K | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.4K shheld | 1.4K | $555.8K | held |
| Galvin, Gaustad & Stein, LLCCOM1.3K shtrimmed | 1.3K | $518.9K | trimmed |
| FIRST COMMUNITY TRUST NACOM1.3K shheld | 1.3K | $503.9K | held |
| Breakwater Capital GroupCOM1.1K shtrimmed | 1.1K | $442.9K | trimmed |
| Vann Equity Management LLCCOM1.1K shtrimmed | 1.1K | $431.9K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom1.1K shtrimmed | 1.1K | $412.8K | trimmed |
| Hardin Capital Partners, LLCCOM1.1K shadded | 1.1K | $408.1K | added |
| Exchange BankCOMMON STOCK1K shheld | 1K | $402.3K | held |
| Balefire, LLCCOM1K shadded | 1K | $400.6K | added |
| RVW Wealth, LLCCOM1K shadded | 1K | $392.3K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM965 shadded | 965 | $374K | added |
| Bank of New HampshireCOM964 shheld | 964 | $373.7K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM959 shadded | 959 | $371.7K | added |
| Shulman DeMeo Asset Management LLCCOM884 shadded | 884 | $370.5K | added |
| Veracity Capital LLCCOM954 shadded | 954 | $369.6K | added |
| KFA Private Wealth Group, LLCCOM930 shtrimmed | 930 | $360.6K | trimmed |
| M.E. ALLISON & CO., INC.COM917 shadded | 917 | $355.2K | added |
| Veery Capital, LLCCOM912 shtrimmed | 912 | $353.5K | trimmed |
| Successful Portfolios LLCCOM752 shtrimmed | 752 | $314.6K | trimmed |
| HF Advisory Group, LLCCOM768 shtrimmed | 768 | $297.5K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM705 sh— | 705 | $273.3K | — |
| Central Pacific Bank - Trust DivisionCOM682 shtrimmed | 682 | $264.4K | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock668 sh— | 668 | $258.9K | — |
| Apeiron RIA LLCCOM609 sh— | 609 | $248.6K | — |
| Aletheian Wealth Advisors LLCCOM618 sh— | 618 | $239.5K | — |
| Factor Wealth Management LTDCOM589 sh— | 589 | $228.2K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM561 shtrimmed | 561 | $217.7K | trimmed |
| Arbor Wealth Advisors LLCCOM522 sh— | 522 | $202.3K | — |
| Quintet Private Bank (Europe) S.A.COM400 shheld | 400 | $155K | held |
| EASTERN BANKCOM400 shtrimmed | 400 | $155K | trimmed |
| GK Wealth Management LLCCOM335 sh— | 335 | $129.9K | — |
| Wealth Enhancement Trust Services, Inc.COM200 shtrimmed | 200 | $77.5K | trimmed |
| Deane Retirement Strategies, Inc.Stock167 shtrimmed | 167 | $64.7K | trimmed |
| Trust CoStock150 shheld | 150 | $58.1K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM88 shheld | 88 | $34.1K | held |
| General Partner, Inc.CL66 shheld | 66 | $25.6K | held |
| TOTH FINANCIAL ADVISORY CORPCOM65 shadded | 65 | $25.2K | added |
| Byrne Asset Management LLCCOM55 shtrimmed | 55 | $22.5K | trimmed |
| Marquette Asset Management, LLCCOM32 shheld | 32 | $12.4K | held |
| Retirement Wealth Solutions LLCCOM32 shadded | 32 | $12.4K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock31 shheld | 31 | $12K | held |
| Davis Capital ManagementStock20 shheld | 20 | $7.8K | held |
| ATWOOD & PALMER INCCOM17 shheld | 17 | $6.6K | held |