| PARK NATIONAL CORP /OH/Com182.2K shadded | 182.2K | $37.2M | added |
| Quintet Private Bank (Europe) S.A.COM173.9K shadded | 173.9K | $35.5M | added |
| EASTERN BANKCOM161.5K shadded | 161.5K | $32.9M | added |
| SAPIENT CAPITAL LLCCOM76.4K shtrimmed | 76.4K | $15.6M | trimmed |
| Border to Coast Pensions Partnership LtdCommon Stock72.5K shtrimmed | 72.5K | $14.8M | trimmed |
| TOMPKINS FINANCIAL CORPCOM61.7K shtrimmed | 61.7K | $12.6M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM52.2K shtrimmed | 52.2K | $10.6M | trimmed |
| WoodTrust Financial CorpCOMMON42.2K shtrimmed | 42.2K | $8.6M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock41.4K shtrimmed | 41.4K | $8.4M | trimmed |
| Farther Finance Advisors, LLCStock36.3K shadded | 36.3K | $7.4M | added |
| DLK Investment Management, LLCCOM33.6K shadded | 33.6K | $6.9M | added |
| Decker Wealth Management LLCCOM29.5K shadded | 29.5K | $6M | added |
| HALL LAURIE J TRUSTEEEquities26.4K shtrimmed | 26.4K | $5.4M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM24.5K shadded | 24.5K | $5M | added |
| TOTH FINANCIAL ADVISORY CORPCOM24.4K shtrimmed | 24.4K | $5M | trimmed |
| YHB Investment Advisors, Inc.COM16.4K shadded | 16.4K | $3.4M | added |
| ALKEME WEALTH, LLCCOM14.2K shheld | 14.2K | $2.9M | held |
| Brown Shipley& Co LtdCOM13.3K shadded | 13.3K | $2.7M | added |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM12.9K shadded | 12.9K | $2.6M | added |
| Bell Asset Management LtdCOM12.7K shtrimmed | 12.7K | $2.6M | trimmed |
| Valeo Financial Advisors, LLCStock10.1K shadded | 10.1K | $2.1M | added |
| GAMMA Investing LLCCommon Stock10.1K shtrimmed | 10.1K | $2.1M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM9.5K shtrimmed | 9.5K | $1.9M | trimmed |
| Castle Rock Wealth Management, LLCCOM9K shtrimmed | 9K | $1.9M | trimmed |
| Werlinich Asset Management, LLCCOM8.7K shadded | 8.7K | $1.8M | added |
| Legacy Wealth Asset Management, LLCCOM8.7K shadded | 8.7K | $1.8M | added |
| Venture Visionary Partners LLCCOM8.4K shadded | 8.4K | $1.7M | added |
| Family Legacy Financial Solutions, LLCCOM8.2K shadded | 8.2K | $1.7M | added |
| ARMSTRONG ADVISORY GROUP, INCCOM7.9K shheld | 7.9K | $1.6M | held |
| CENTRAL BANK & TRUST COEquities7.8K shadded | 7.8K | $1.6M | added |
| MFG WEALTH MANAGEMENT, INC.COM7K shadded | 7K | $1.4M | added |
| Wedmont Private CapitalCOM6.3K shadded | 6.3K | $1.3M | added |
| Bank of New HampshireCOM6.5K shtrimmed | 6.5K | $1.3M | trimmed |
| ANB BANKCom6.4K shtrimmed | 6.4K | $1.3M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM6.2K shtrimmed | 6.2K | $1.3M | trimmed |
| Shelter Rock Management, LLCCOM6.2K shtrimmed | 6.2K | $1.3M | trimmed |
| Avidian Wealth Enterprises, LLCCOM5.9K shtrimmed | 5.9K | $1.2M | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM5.6K shtrimmed | 5.6K | $1.2M | trimmed |
| Apella Capital, LLCCOM5.2K shadded | 5.2K | $1.1M | added |
| Monument Capital ManagementCOM5K shadded | 5K | $1M | added |
| CoreCap Advisors, LLCStock4.8K shtrimmed | 4.8K | $970.5K | trimmed |
| Veracity Capital LLCCOM4.7K shadded | 4.7K | $953.2K | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM4.3K shheld | 4.3K | $874.4K | held |
| HF Advisory Group, LLCCOM4.2K shtrimmed | 4.2K | $854.5K | trimmed |
| Hardin Capital Partners, LLCCOM4K shheld | 4K | $810.2K | held |
| Central Pacific Bank - Trust DivisionCOM4K shheld | 4K | $806.9K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM3.5K shadded | 3.5K | $721K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM3.5K shtrimmed | 3.5K | $706K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM3.4K shtrimmed | 3.4K | $689.6K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM3.4K sh— | 3.4K | $688.8K | — |
| Bill Few Associates, Inc.COM3.3K shtrimmed | 3.3K | $673.5K | trimmed |
| Trust CoStock3.1K shadded | 3.1K | $629.3K | added |
| Douglas Lane & Associates, LLCCOMMON3.1K shadded | 3.1K | $629.2K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3K shtrimmed | 3K | $602.1K | trimmed |
| Grove Bank & TrustCOM2.6K shheld | 2.6K | $529.4K | held |
| M.E. ALLISON & CO., INC.COM2.4K shtrimmed | 2.4K | $482.7K | trimmed |
| ATWOOD & PALMER INCCOM2.4K shheld | 2.4K | $479.2K | held |
| Buska Wealth Management, LLCCOM2.3K shadded | 2.3K | $471.2K | added |
| Successful Portfolios LLCCOM2.2K shtrimmed | 2.2K | $452.6K | trimmed |
| DAVIDSON TRUST COEquities2.2K shheld | 2.2K | $446.2K | held |
| Nautilus Advisors LLCCOM2.1K shadded | 2.1K | $423.9K | added |
| Baring Financial LLCCOM2.1K shadded | 2.1K | $421.2K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM1.9K shtrimmed | 1.9K | $391.7K | trimmed |
| CANANDAIGUA NATIONAL BANK & TRUST COCom1.8K shtrimmed | 1.8K | $357.3K | trimmed |
| Green Ridge Wealth Planning LLCCOM1.7K shtrimmed | 1.7K | $352.8K | trimmed |
| SACKS & ASSOCIATES, LLCCOM1.7K shheld | 1.7K | $341.4K | held |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCCOM1.6K shadded | 1.6K | $334.4K | added |
| Bullock Wealth Management GroupStock1.6K shadded | 1.6K | $326.6K | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock1.6K shtrimmed | 1.6K | $319.9K | trimmed |
| Capital Advisors Wealth Management, LLCCOM1.6K shadded | 1.6K | $318K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock1.6K shadded | 1.6K | $316.9K | added |
| DIVERSIFIED MANAGEMENT INCCOM1.5K shadded | 1.5K | $299K | added |
| DECISION INVESTMENTS, INCCOM1.5K shheld | 1.5K | $295.7K | held |
| ROCKLAND TRUST COCOM1.4K shtrimmed | 1.4K | $289.2K | trimmed |
| Bangor Savings BankCOM1.4K shheld | 1.4K | $286.7K | held |
| Weaver Consulting GroupCOM1.4K shadded | 1.4K | $277.9K | added |
| Everhart Financial Group, Inc.COM1.3K shadded | 1.3K | $265.3K | added |
| New Covenant Trust Company, N.A.COM1.3K shadded | 1.3K | $264.1K | added |
| Acropolis Investment Management, LLCCOM1.2K shadded | 1.2K | $254.2K | added |
| Eastover Investment Advisors LLCCOM1.1K shadded | 1.1K | $233.3K | added |
| Wealth Enhancement Trust Services, Inc.COM1.1K shadded | 1.1K | $227.8K | added |
| Graves Light Lenhart Wealth, Inc.COM1.1K shheld | 1.1K | $223.2K | held |
| BRIGHTON SECURITIES CORP.Common Stock1.1K shtrimmed | 1.1K | $223.2K | trimmed |
| Balefire, LLCCOM1.1K shtrimmed | 1.1K | $220.4K | trimmed |
| Breakwater Capital GroupCOM1.1K shtrimmed | 1.1K | $215.1K | trimmed |
| Castleview Partners, LLCCOM994 shadded | 994 | $202.7K | added |
| Rosenberg Matthew HamiltonStock876 shheld | 876 | $178.6K | held |
| FIRST COMMUNITY TRUST NACOM700 shheld | 700 | $142.7K | held |
| Pacifica Partners Inc.COM488 shtrimmed | 488 | $98.5K | trimmed |
| Investors Research CorpCOM400 shheld | 400 | $81.6K | held |
| Bank & Trust CoCOM289 shheld | 289 | $58.9K | held |
| Gladwyn Financial Advisors, Inc.COM254 shheld | 254 | $51.7K | held |
| Byrne Asset Management LLCCOM231 shheld | 231 | $46.6K | held |
| GK Wealth Management LLCCOM156 sh— | 156 | $31.8K | — |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM120 sh— | 120 | $24.5K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM97 shtrimmed | 97 | $19.8K | trimmed |
| General Partner, Inc.CL47 shheld | 47 | $9.6K | held |
| Davis Capital ManagementStock29 shtrimmed | 29 | $5.9K | trimmed |
| Retirement Wealth Solutions LLCCOM8 sh— | 8 | $1.6K | — |
| Olistico Wealth, LLCStock6 shheld | 6 | $1.2K | held |