| CHICKASAW CAPITAL MANAGEMENT LLCCOM3.6M shadded | 3.6M | $241.8M | added |
| CONGRESS ASSET MANAGEMENT COCOM1.7M shtrimmed | 1.7M | $114.1M | trimmed |
| CapWealth Advisors, LLCStock757.9K shtrimmed | 757.9K | $51.5M | trimmed |
| Private Capital Advisors, Inc.COM249.2K shtrimmed | 249.2K | $16.9M | trimmed |
| Stokes Capital Advisors, LLCCOM152.2K shadded | 152.2K | $10.3M | added |
| Ausbil Investment Management LtdCOM149K shadded | 149K | $10.1M | added |
| Oak Grove Capital LLCCOM110.8K shadded | 110.8K | $7.5M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock93.8K shadded | 93.8K | $6.4M | added |
| CENTRAL BANK & TRUST COEquities75.2K shtrimmed | 75.2K | $5.1M | trimmed |
| GAMMA Investing LLCCommon Stock58.4K shadded | 58.4K | $4M | added |
| Avidian Wealth Enterprises, LLCCOM56.5K shtrimmed | 56.5K | $3.8M | trimmed |
| PARK NATIONAL CORP /OH/Com48K shadded | 48K | $3.3M | added |
| Cadent Capital Advisors, LLCCOM43.3K shadded | 43.3K | $2.9M | added |
| Balefire, LLCCOM41.6K shtrimmed | 41.6K | $2.8M | trimmed |
| Farther Finance Advisors, LLCStock37.1K shtrimmed | 37.1K | $2.5M | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM36.3K shtrimmed | 36.3K | $2.5M | trimmed |
| Adams Asset Advisors, LLCCOM34.9K shheld | 34.9K | $2.4M | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM27K shtrimmed | 27K | $1.8M | trimmed |
| Wedmont Private CapitalCOM24.9K shadded | 24.9K | $1.8M | added |
| O'Keefe Stevens Advisory, Inc.COM24.7K shadded | 24.7K | $1.7M | added |
| SAPIENT CAPITAL LLCCOM23K shtrimmed | 23K | $1.6M | trimmed |
| STABLEFORD CAPITAL II LLCCOM21.9K shadded | 21.9K | $1.5M | added |
| Everhart Financial Group, Inc.COM21.1K shadded | 21.1K | $1.4M | added |
| TrueWealth Advisors, LLCCOM20.6K shtrimmed | 20.6K | $1.4M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM20.5K shtrimmed | 20.5K | $1.4M | trimmed |
| Veracity Capital LLCCOM17.3K shtrimmed | 17.3K | $1.2M | trimmed |
| Bank & Trust CoCOM17.3K shtrimmed | 17.3K | $1.2M | trimmed |
| Bangor Savings BankCOM16.8K shtrimmed | 16.8K | $1.1M | trimmed |
| Mirador Capital Partners LPCOM16.4K shadded | 16.4K | $1.1M | added |
| Whalen Wealth Management Inc.COM13.2K shadded | 13.2K | $894.1K | added |
| Central Pacific Bank - Trust DivisionCOM13.1K shtrimmed | 13.1K | $892.5K | trimmed |
| Pacifica Partners Inc.COM11.3K shadded | 11.3K | $779.8K | added |
| CHAPIN DAVIS, INC.COM11.2K shtrimmed | 11.2K | $760.8K | trimmed |
| HF Advisory Group, LLCCOM11.1K shtrimmed | 11.1K | $755.5K | trimmed |
| Gradient Investments LLCCOM10.7K shadded | 10.7K | $728.7K | added |
| Olistico Wealth, LLCStock10.4K shadded | 10.4K | $707K | added |
| Douglas Lane & Associates, LLCCOMMON8.5K shheld | 8.5K | $576.3K | held |
| Apella Capital, LLCCOM7.3K shadded | 7.3K | $524K | added |
| Dakota Community Bank & Trust NACOM7.3K shadded | 7.3K | $498.7K | added |
| Hamilton Capital, LLCCOM6.9K shtrimmed | 6.9K | $468.3K | trimmed |
| Investment Partners Asset Management, Inc.COM6.8K shheld | 6.8K | $459.8K | held |
| Castleview Partners, LLCCOM6.6K shadded | 6.6K | $449.9K | added |
| Adelphi Trust CoCommon Stock6.4K shadded | 6.4K | $435.2K | added |
| Venture Visionary Partners LLCCOM5.6K shadded | 5.6K | $378.1K | added |
| Sound Income Strategies, LLCCOM5.2K shheld | 5.2K | $375.5K | held |
| Bank of New HampshireCOM5.3K shheld | 5.3K | $360.6K | held |
| Valeo Financial Advisors, LLCStock5.3K shtrimmed | 5.3K | $359K | trimmed |
| Kessler Investment Group, LLCCOM5.2K shtrimmed | 5.2K | $354K | trimmed |
| Sprinkle Financial Consultants LLCCOM5.1K shadded | 5.1K | $345.5K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM4.8K shheld | 4.8K | $326.8K | held |
| Cooper Financial GroupCOM4.5K shadded | 4.5K | $309.2K | added |
| New Covenant Trust Company, N.A.COM4.5K shadded | 4.5K | $302.9K | added |
| Galvin, Gaustad & Stein, LLCCOM4.3K shtrimmed | 4.3K | $290.9K | trimmed |
| General Partner, Inc.CL4.3K shheld | 4.3K | $289.8K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.1K shadded | 4.1K | $280.6K | added |
| Aletheian Wealth Advisors LLCCOM3.9K shadded | 3.9K | $262.3K | added |
| Grove Bank & TrustCOM3.8K shadded | 3.8K | $255K | added |
| ROCKLAND TRUST COCOM3.6K shheld | 3.6K | $242.2K | held |
| Rosenberg Matthew HamiltonStock3.4K shadded | 3.4K | $228.9K | added |
| Hummer Financial Advisory Services IncCOM3.3K shadded | 3.3K | $224.3K | added |
| Athena Wealth Management, LLCCOM3.2K shadded | 3.2K | $214.3K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM3K shheld | 3K | $204.6K | held |
| Acropolis Investment Management, LLCCOM2.9K shadded | 2.9K | $200K | added |
| GK Wealth Management LLCCOM2.2K shtrimmed | 2.2K | $148.3K | trimmed |
| CoreCap Advisors, LLCStock1.9K shtrimmed | 1.9K | $131.7K | trimmed |
| ATWOOD & PALMER INCCOM1.8K shheld | 1.8K | $120.9K | held |
| EASTERN BANKCOM1.5K shadded | 1.5K | $101.3K | added |
| Wealth Enhancement Trust Services, Inc.COM1.3K shtrimmed | 1.3K | $90.9K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM945 shheld | 945 | $64.2K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM394 shadded | 394 | $26.8K | added |
| Byrne Asset Management LLCCOM290 sh— | 290 | $20.1K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM105 shheld | 105 | $7.1K | held |
| Marquette Asset Management, LLCCOM49 shheld | 49 | $3.3K | held |
| Retirement Wealth Solutions LLCCOM46 shadded | 46 | $3.1K | added |
| Davis Capital ManagementStock35 shtrimmed | 35 | $2.4K | trimmed |
| Trust CoStock11 shheld | 11 | $748 | held |
| ARMSTRONG ADVISORY GROUP, INCCOM7 shheld | 7 | $476 | held |