| CONGRESS ASSET MANAGEMENT COCOM696.8K shtrimmed | 696.8K | $160.4M | trimmed |
| Venture Visionary Partners LLCCOM85.8K shadded | 85.8K | $19.7M | added |
| Border to Coast Pensions Partnership LtdREIT75K shtrimmed | 75K | $17.2M | trimmed |
| Pensionfund PDNCOMMON STOCK60.3K shheld | 60.3K | $13.9M | held |
| Pensionfund SabicCOMMON STOCK31.1K shheld | 31.1K | $7.2M | held |
| GAMMA Investing LLCREIT20.1K shadded | 20.1K | $4.6M | added |
| YHB Investment Advisors, Inc.COM18.9K shadded | 18.9K | $4.4M | added |
| Farther Finance Advisors, LLCREIT14.2K shadded | 14.2K | $3.3M | added |
| Everhart Financial Group, Inc.COM10.7K shadded | 10.7K | $2.5M | added |
| Gerald Baker Financial Group LLCCOM10.5K shadded | 10.5K | $2.4M | added |
| Wedmont Private CapitalCOM10.7K shadded | 10.7K | $2.4M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM9.2K shadded | 9.2K | $2.1M | added |
| Wealth Enhancement Trust Services, Inc.COM9.1K shadded | 9.1K | $2.1M | added |
| Emergent Wealth Advisors, LLCCOM8K shtrimmed | 8K | $1.8M | trimmed |
| FIG FINANCIAL ADVISORY SERVICES INC /ADVCOM6.6K shtrimmed | 6.6K | $1.5M | trimmed |
| Apella Capital, LLCCOM6.3K shadded | 6.3K | $1.4M | added |
| RFG - Bristol Wealth Advisors, LLCCOM5.6K shtrimmed | 5.6K | $1.3M | trimmed |
| STABLEFORD CAPITAL II LLCCOM5.1K shtrimmed | 5.1K | $1.2M | trimmed |
| Legacy Wealth Asset Management, LLCCOM4.8K shadded | 4.8K | $1.1M | added |
| SAPIENT CAPITAL LLCCOM4.8K shtrimmed | 4.8K | $1.1M | trimmed |
| CoreCap Advisors, LLCREIT3.4K shadded | 3.4K | $789K | added |
| Avidian Wealth Enterprises, LLCCOM3.4K shadded | 3.4K | $773.6K | added |
| Valeo Financial Advisors, LLCREIT3.1K shadded | 3.1K | $717.2K | added |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT2.9K shtrimmed | 2.9K | $660.3K | trimmed |
| HF Advisory Group, LLCCOM2.8K shtrimmed | 2.8K | $638.1K | trimmed |
| Wealth Science Advisors LLCCOM2.3K shtrimmed | 2.3K | $520.1K | trimmed |
| Capital Advisors Wealth Management, LLCCOM2.2K shadded | 2.2K | $495.2K | added |
| Monument Capital ManagementCOM2K shtrimmed | 2K | $470.5K | trimmed |
| Retireful, LLCCOM2K shtrimmed | 2K | $457.9K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM2K shtrimmed | 2K | $457.1K | trimmed |
| New Covenant Trust Company, N.A.COM2K shadded | 2K | $453.8K | added |
| Bullock Wealth Management GroupREIT1.9K shadded | 1.9K | $425.2K | added |
| FELL CAPITAL MANAGEMENT /ADVCOM1.7K shheld | 1.7K | $391.4K | held |
| Cooper Financial GroupCOM1.6K shtrimmed | 1.6K | $376K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.6K shheld | 1.6K | $371.6K | held |
| PARK NATIONAL CORP /OH/Com1.5K shadded | 1.5K | $350.7K | added |
| Balefire, LLCCOM1.5K shadded | 1.5K | $341.2K | added |
| Vann Equity Management LLCCOM1.3K sh— | 1.3K | $306.5K | — |
| Allen Mooney & Barnes Investment Advisors LLCREIT1.3K shadded | 1.3K | $289.1K | added |
| Graves Light Lenhart Wealth, Inc.COM1.1K shheld | 1.1K | $257.9K | held |
| Intelligence Driven Advisers, LLCCOM1.1K shadded | 1.1K | $254.2K | added |
| Successful Portfolios LLCCOM1.1K shheld | 1.1K | $249.7K | held |
| Douglas Lane & Associates, LLCCOMMON1.1K shadded | 1.1K | $246.3K | added |
| Emprise BankEquities1K shheld | 1K | $237.1K | held |
| Financial Designs CorpCOM1K shheld | 1K | $231.4K | held |
| Baring Financial LLCCOM969 shadded | 969 | $223.1K | added |
| Veracity Capital LLCCOM892 sh— | 892 | $205.3K | — |
| Rosenberg Matthew HamiltonREIT848 shheld | 848 | $195.2K | held |
| Central Pacific Bank - Trust DivisionCOM831 shheld | 831 | $191.3K | held |
| EASTERN BANKCOM730 shadded | 730 | $168.1K | added |
| Bank & Trust CoCOM550 shheld | 550 | $126.6K | held |
| Acropolis Investment Management, LLCCOM489 sh— | 489 | $112.6K | — |
| Grove Bank & TrustCOM240 shheld | 240 | $55.3K | held |
| Bank of New HampshireCOM182 shheld | 182 | $41.9K | held |
| Marquette Asset Management, LLCCOM173 shheld | 173 | $39.8K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM143 shheld | 143 | $32.9K | held |
| MJT & Associates Financial Advisory Group, Inc.REIT133 shtrimmed | 133 | $30.6K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM81 sh— | 81 | $18.7K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM80 shadded | 80 | $18.4K | added |
| Pacifica Partners Inc.COM54 shheld | 54 | $12.3K | held |
| Retirement Wealth Solutions LLCCOM27 sh— | 27 | $6.2K | — |
| Davis Capital ManagementREIT21 shadded | 21 | $4.8K | added |
| TOTH FINANCIAL ADVISORY CORPCOM19 shadded | 19 | $4.4K | added |
| GK Wealth Management LLCCOM5 sh— | 5 | $1.2K | — |
| Trust CoREIT4 shheld | 4 | $921 | held |