| Mn Services Vermogensbeheer B.V.COM80.1K shheld | 80.1K | $10.9M | held |
| JACOBS & CO/CACLA52.6K shadded | 52.6K | $7.2M | added |
| YHB Investment Advisors, Inc.COM32.7K shtrimmed | 32.7K | $4.5M | trimmed |
| Iowa State BankCom28.3K shtrimmed | 28.3K | $3.9M | trimmed |
| Horrell Capital Management, Inc.COM20K shtrimmed | 20K | $2.7M | trimmed |
| Cadent Capital Advisors, LLCCOM12.2K shadded | 12.2K | $1.7M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM12.2K shtrimmed | 12.2K | $1.7M | trimmed |
| Westwind CapitalStock11.9K shtrimmed | 11.9K | $1.6M | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM10.7K shtrimmed | 10.7K | $1.5M | trimmed |
| Wealth Enhancement Trust Services, Inc.COM9.1K shadded | 9.1K | $1.2M | added |
| Valeo Financial Advisors, LLCStock8.9K shadded | 8.9K | $1.2M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM8.1K shtrimmed | 8.1K | $1.1M | trimmed |
| Farther Finance Advisors, LLCStock8K shadded | 8K | $1.1M | added |
| GAMMA Investing LLCCommon Stock7.5K shadded | 7.5K | $1M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.3K shtrimmed | 7.3K | $991.1K | trimmed |
| Apella Capital, LLCCOM6.9K shadded | 6.9K | $962.2K | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM6.7K shheld | 6.7K | $919.6K | held |
| EASTERN BANKCOM6.4K shtrimmed | 6.4K | $868.8K | trimmed |
| Avidian Wealth Enterprises, LLCCOM5.4K shtrimmed | 5.4K | $730.8K | trimmed |
| Legacy Wealth Asset Management, LLCCOM5.1K shtrimmed | 5.1K | $689.3K | trimmed |
| Venture Visionary Partners LLCCOM4.2K shadded | 4.2K | $572.7K | added |
| Wedmont Private CapitalCOM4K shtrimmed | 4K | $567.7K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM3.3K shadded | 3.3K | $447.3K | added |
| Emprise BankEquities2.9K shheld | 2.9K | $396.9K | held |
| DAVIDSON TRUST COEquities2.7K shheld | 2.7K | $368.5K | held |
| Grove Bank & TrustCOM2.6K shtrimmed | 2.6K | $354.2K | trimmed |
| Weaver Consulting GroupCOM2.6K shadded | 2.6K | $350.4K | added |
| Paragon Capital Management LtdCOM2.5K shadded | 2.5K | $342.3K | added |
| Plan A Wealth LLCCOM2.5K shheld | 2.5K | $338.1K | held |
| KFA Private Wealth Group, LLCCOM2.5K shadded | 2.5K | $334.4K | added |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM2.4K shheld | 2.4K | $332.7K | held |
| Ballew Advisors, IncCOM2.3K shadded | 2.3K | $306.2K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM2.2K shheld | 2.2K | $305.3K | held |
| New Covenant Trust Company, N.A.COM2.2K shtrimmed | 2.2K | $304K | trimmed |
| Sound Income Strategies, LLCCOM2K shheld | 2K | $285.4K | held |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock1.9K shadded | 1.9K | $258.9K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.8K shtrimmed | 1.8K | $246.9K | trimmed |
| SAPIENT CAPITAL LLCCOM1.7K shadded | 1.7K | $234.1K | added |
| Breakwater Capital GroupCOM1.6K shtrimmed | 1.6K | $213.5K | trimmed |
| CoreCap Advisors, LLCStock1.6K shadded | 1.6K | $212.8K | added |
| TOMPKINS FINANCIAL CORPCOM1.5K shheld | 1.5K | $210.5K | held |
| Everhart Financial Group, Inc.COM1.5K shtrimmed | 1.5K | $201.7K | trimmed |
| Rosenberg Matthew HamiltonStock966 shadded | 966 | $131.7K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock842 shtrimmed | 842 | $114.8K | trimmed |
| GK Wealth Management LLCCOM684 sh— | 684 | $93.3K | — |
| Bank of New HampshireCOM580 shheld | 580 | $79.1K | held |
| Central Pacific Bank - Trust DivisionCOM564 shheld | 564 | $76.9K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM285 shheld | 285 | $38.9K | held |
| Bank & Trust CoCOM166 shheld | 166 | $22.6K | held |
| Olistico Wealth, LLCStock138 shheld | 138 | $18.8K | held |
| Dorato Capital ManagementCOM132 shheld | 132 | $18.5K | held |
| Bangor Savings BankCOM116 shheld | 116 | $15.8K | held |
| STEPH & COCOM112 shadded | 112 | $15.3K | added |
| Aventus Investment Advisors, Inc.Stock111 shheld | 111 | $15.1K | held |
| Horizons Wealth ManagementStock85 shtrimmed | 85 | $11.6K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock80 shheld | 80 | $10.9K | held |
| Marquette Asset Management, LLCCOM73 shadded | 73 | $10K | added |
| Investors Research CorpCOM71 shheld | 71 | $9.7K | held |
| Retirement Wealth Solutions LLCCOM58 shadded | 58 | $7.9K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM24 shtrimmed | 24 | $3.3K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM17 sh— | 17 | $2.3K | — |
| Davis Capital ManagementStock5 shtrimmed | 5 | $682 | trimmed |