| Mn Services Vermogensbeheer B.V.COM75K shadded | 75K | $39.2M | added |
| ATWOOD & PALMER INCCOM56.5K shadded | 56.5K | $29.6M | added |
| VALLEY WEALTH MANAGERS, INC.Stock51.8K shadded | 51.8K | $27.1M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock28.3K shtrimmed | 28.3K | $14.8M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM22K shtrimmed | 22K | $11.5M | trimmed |
| SAPIENT CAPITAL LLCCOM17.9K shtrimmed | 17.9K | $9.4M | trimmed |
| Farther Finance Advisors, LLCStock9.5K shadded | 9.5K | $5M | added |
| GAMMA Investing LLCCommon Stock7.6K shadded | 7.6K | $4M | added |
| HALL LAURIE J TRUSTEEEquities6K shtrimmed | 6K | $3.1M | trimmed |
| Cooper Financial GroupCOM5.3K shadded | 5.3K | $2.8M | added |
| Central Pacific Bank - Trust DivisionCOM5.2K shadded | 5.2K | $2.7M | added |
| Bangor Savings BankCOM4.3K shtrimmed | 4.3K | $2.3M | trimmed |
| Valeo Financial Advisors, LLCStock3.7K shtrimmed | 3.7K | $2M | trimmed |
| Wedmont Private CapitalCOM3.8K shadded | 3.8K | $1.9M | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.3K shadded | 3.3K | $1.7M | added |
| Everhart Financial Group, Inc.COM2.6K shadded | 2.6K | $1.4M | added |
| Wealth Science Advisors LLCCOM2.6K shtrimmed | 2.6K | $1.4M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM2.6K shadded | 2.6K | $1.4M | added |
| Legacy Wealth Asset Management, LLCCOM2.6K shadded | 2.6K | $1.3M | added |
| Avidian Wealth Enterprises, LLCCOM2.1K shadded | 2.1K | $1.1M | added |
| Athena Wealth Management, LLCCOM2K shadded | 2K | $1.1M | added |
| Breakwater Capital GroupCOM2K shadded | 2K | $1.1M | added |
| Grove Bank & TrustCOM1.9K shtrimmed | 1.9K | $1M | trimmed |
| Biltmore Wealth Management, LLCCOM1.9K shtrimmed | 1.9K | $978.2K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.8K shtrimmed | 1.8K | $954.1K | trimmed |
| Worth Asset Management, LLCStock1.8K sh— | 1.8K | $951.5K | — |
| CENTRAL BANK & TRUST COEquities1.8K shadded | 1.8K | $920.7K | added |
| ACIMA PRIVATE WEALTH, LLCStock1.6K shtrimmed | 1.6K | $859.5K | trimmed |
| Green Alpha Advisors, LLCCOM1.2K shadded | 1.2K | $616.9K | added |
| Apella Capital, LLCCOM1.1K shadded | 1.1K | $568.8K | added |
| RIVERSEDGE ADVISORS, LLCCOM1.1K shadded | 1.1K | $554.7K | added |
| YHB Investment Advisors, Inc.COM817 shtrimmed | 817 | $427.1K | trimmed |
| Venture Visionary Partners LLCCOM793 shtrimmed | 793 | $414.6K | trimmed |
| Financial Symmetry IncCOM760 shheld | 760 | $397.5K | held |
| Nautilus Advisors LLCCOM757 shtrimmed | 757 | $395.8K | trimmed |
| GK Wealth Management LLCCOM736 shtrimmed | 736 | $384.8K | trimmed |
| Sound Income Strategies, LLCCOM674 shadded | 674 | $339.2K | added |
| Balefire, LLCCOM631 shadded | 631 | $329.9K | added |
| CoreCap Advisors, LLCStock618 shadded | 618 | $323.1K | added |
| Heartwood Wealth Advisors LLCStock547 shadded | 547 | $286K | added |
| Vilga Financial Planning LLCCOM513 shtrimmed | 513 | $268.2K | trimmed |
| PFW Advisors LLCCOM438 shtrimmed | 438 | $229K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom427 shheld | 427 | $223.2K | held |
| CONGRESS ASSET MANAGEMENT COCOM409 shheld | 409 | $213.8K | held |
| Gallagher Capital Advisors, LLCCOM398 sh— | 398 | $208.1K | — |
| EASTERN BANKCOM305 shheld | 305 | $159.5K | held |
| TOTH FINANCIAL ADVISORY CORPCOM300 shheld | 300 | $156.8K | held |
| Rosenberg Matthew HamiltonStock184 shheld | 184 | $96.2K | held |
| Wealth Enhancement Trust Services, Inc.COM164 shtrimmed | 164 | $85.7K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM55 shheld | 55 | $28.8K | held |
| Bullock Wealth Management GroupStock50 shtrimmed | 50 | $25.3K | trimmed |
| Marquette Asset Management, LLCCOM45 shheld | 45 | $23.5K | held |
| Trust CoStock38 shheld | 38 | $19.9K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM28 sh— | 28 | $14.6K | — |
| TOMPKINS FINANCIAL CORPCOM24 shheld | 24 | $12.5K | held |
| Davis Capital ManagementStock8 shheld | 8 | $4.2K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM6 shheld | 6 | $3.1K | held |
| Retirement Wealth Solutions LLCCOM3 shtrimmed | 3 | $1.6K | trimmed |