| Douglas Lane & Associates, LLCCOMMON376.1K shadded | 376.1K | $26.3M | added |
| ROCKLAND TRUST COCL A244.1K shadded | 244.1K | $17M | added |
| JIA INVESTMENT ALLIANCE PTE. LTD.CL A174.4K shheld | 174.4K | $12.2M | held |
| Mn Services Vermogensbeheer B.V.CL A122.5K shheld | 122.5K | $8.6M | held |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCL A54K shheld | 54K | $3.8M | held |
| JACOBS & CO/CACOM43.3K shtrimmed | 43.3K | $3M | trimmed |
| PARK NATIONAL CORP /OH/Com33.2K shtrimmed | 33.2K | $2.3M | trimmed |
| Deane Retirement Strategies, Inc.Stock31.2K shtrimmed | 31.2K | $2.2M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCL A23.1K shtrimmed | 23.1K | $1.6M | trimmed |
| PFW Advisors LLCCL A17K shadded | 17K | $1.2M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCL A15.9K shadded | 15.9K | $1.1M | added |
| GAMMA Investing LLCCommon Stock12.1K shadded | 12.1K | $844.6K | added |
| Ridgewood Investments LLCCL A12K shadded | 12K | $839.1K | added |
| CENTRAL BANK & TRUST COEquities10.8K shtrimmed | 10.8K | $755.4K | trimmed |
| NEVILLE RODIE & SHAW INCCOM10.1K shtrimmed | 10.1K | $708K | trimmed |
| Farther Finance Advisors, LLCStock10K shadded | 10K | $698.2K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A8.1K shadded | 8.1K | $562.5K | added |
| CONGRESS ASSET MANAGEMENT COCOM7.6K shtrimmed | 7.6K | $527.3K | trimmed |
| Quintet Private Bank (Europe) S.A.CL A7.1K shadded | 7.1K | $493.2K | added |
| YHB Investment Advisors, Inc.CL A6.9K shtrimmed | 6.9K | $483.4K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock6.7K shtrimmed | 6.7K | $466.6K | trimmed |
| Valeo Financial Advisors, LLCStock4.5K shtrimmed | 4.5K | $315.9K | trimmed |
| Plan A Wealth LLCCL A4.4K shadded | 4.4K | $308K | added |
| Gouws Capital LLCCL A4.4K shtrimmed | 4.4K | $307.3K | trimmed |
| Venture Visionary Partners LLCCL A4.2K shadded | 4.2K | $291.8K | added |
| Wedmont Private CapitalCL A3.8K sh— | 3.8K | $278.6K | — |
| Investors Research CorpCL A3.6K shtrimmed | 3.6K | $250.3K | trimmed |
| HALL LAURIE J TRUSTEEEquities3.5K shtrimmed | 3.5K | $243.5K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCL A2.7K shtrimmed | 2.7K | $187.5K | trimmed |
| EASTERN BANKCL A1K shtrimmed | 1K | $73.3K | trimmed |
| Grove Bank & TrustCL A956 shtrimmed | 956 | $66.8K | trimmed |
| Byrne Asset Management LLCCOM772 shadded | 772 | $53.3K | added |
| VALLEY WEALTH MANAGERS, INC.Stock670 shheld | 670 | $46.8K | held |
| ARMSTRONG ADVISORY GROUP, INCCL A500 shheld | 500 | $34.9K | held |
| Wealth Enhancement Trust Services, Inc.CL A471 shtrimmed | 471 | $32.9K | trimmed |
| CoreCap Advisors, LLCStock427 shtrimmed | 427 | $29.8K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCL A341 shadded | 341 | $23.8K | added |
| Trust CoStock273 shheld | 273 | $19K | held |
| GK Wealth Management LLCCL A241 sh— | 241 | $16.8K | — |
| ATWOOD & PALMER INCCOM223 shheld | 223 | $15.6K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCL A216 sh— | 216 | $15.1K | — |
| Rosenberg Matthew HamiltonStock113 shtrimmed | 113 | $7.9K | trimmed |
| Dakota Community Bank & Trust NACL A88 shtrimmed | 88 | $6.1K | trimmed |
| Bullock Wealth Management GroupStock65 shadded | 65 | $4.5K | added |
| Marquette Asset Management, LLCCL A60 shtrimmed | 60 | $4.2K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCL A42 shadded | 42 | $2.9K | added |
| Bank & Trust CoCL A10 shtrimmed | 10 | $698 | trimmed |
| Retirement Wealth Solutions LLCCL A9 shadded | 9 | $629 | added |
| Davis Capital ManagementStock7 shtrimmed | 7 | $489 | trimmed |