| Ausbil Investment Management Ltd | $11.7M | 37,991 | 5.90% | 8q | +35.6%+$3.1M |
| Farther Finance Advisors, LLC | $5.8M | 18,765 | 0.04% | 16q | +13.2%+$675.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $5.5M | 17,855 | 0.48% | 20q | HELD |
| Central Pacific Bank - Trust Division | $4.0M | 12,927 | 0.42% | 11q | -5.4%-$227.1K |
| Avidian Wealth Enterprises, LLC | $4.0M | 12,833 | 0.11% | 3q | -1.7%-$70.1K |
| Wedmont Private Capital | $2.6M | 8,296 | 0.06% | 20q | +93.9%+$1.3M |
| Partnership Wealth Management, LLC | $2.5M | 8,035 | 1.77% | 12q | HELD |
| GAMMA Investing LLC | $2.4M | 7,718 | 0.08% | 12q | +8.3%+$183.5K |
| PARK NATIONAL CORP /OH/ | $1.9M | 6,277 | 0.05% | 32q | -0.8%-$15.4K |
| Valeo Financial Advisors, LLC | $1.9M | 6,090 | 0.04% | 32q | HELD |
| Exchange Bank | $1.6M | 5,026 | 0.96% | 14q | -1.0%-$15.4K |
| Werlinich Asset Management, LLC | $1.3M | 4,084 | 0.49% | 23q | HELD |
| Venture Visionary Partners LLC | $1.2M | 3,900 | 0.03% | 24q | +2.3%+$27.2K |
| Acropolis Investment Management, LLC | $1.1M | 3,708 | 0.05% | 32q | -50.0%-$1.1M |
| Everhart Financial Group, Inc. | $1.0M | 3,238 | 0.06% | 24q | +2.8%+$27.5K |
| CoreCap Advisors, LLC | $963.8K | 3,119 | 0.03% | 9q | +13.1%+$111.5K |
| TOTH FINANCIAL ADVISORY CORP | $931.9K | 3,016 | 0.09% | 32q | HELD |
| Norman Fields, Gottscho Capital Management, LLC | $877.6K | 2,840 | 0.27% | 32q | -5.3%-$49.4K |
| Apella Capital, LLC | $763.4K | 2,437 | 0.01% | 3q | +18.0%+$116.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $729.5K | 2,361 | 0.01% | 32q | HELD |
| KFA Private Wealth Group, LLC | $716.5K | 2,318 | 0.17% | 6q | +19.3%+$115.9K |
| Kaydan Wealth Management, Inc. | $640.9K | 2,074 | 0.22% | new | NEW |
| INSPIRION WEALTH ADVISORS, LLC | $587.6K | 1,902 | 0.07% | 32q | HELD |
| Pathway Financial Advisors LLC | $587.4K | 1,901 | 0.06% | 31q | HELD |
| Successful Portfolios LLC | $578.0K | 1,827 | 0.27% | 32q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $570.8K | 1,847 | 0.14% | 8q | HELD |
| Wealth Science Advisors LLC | $556.2K | 1,800 | 0.23% | 2q | HELD |
| EASTERN BANK | $547.2K | 1,771 | 0.01% | 9q | -1.9%-$10.5K |
| Mirador Capital Partners LP | $541.4K | 1,752 | 0.06% | 7q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $540.1K | 1,748 | 0.04% | 32q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $538.3K | 1,742 | 0.12% | 20q | +98.9%+$267.6K |
| Boltwood Capital Management | $502.1K | 1,625 | 0.11% | 27q | -14.8%-$87.4K |
| David J Yvars Group | $491.3K | 1,590 | 0.23% | 24q | HELD |
| Graves Light Lenhart Wealth, Inc. | $488.2K | 1,580 | 0.05% | 32q | -6.2%-$32.4K |
| Gerald Baker Financial Group LLC | $479.5K | 1,552 | 0.14% | 3q | HELD |
| Bank of New Hampshire | $460.4K | 1,490 | 0.10% | 22q | HELD |
| ROCKLAND TRUST CO | $457.6K | 1,481 | 0.02% | 32q | -1.7%-$7.7K |
| DIVERSIFIED MANAGEMENT INC | $455.8K | 1,475 | 0.08% | 4q | +0.6%+$2.8K |
| DAVIDSON TRUST CO | $448.7K | 1,452 | 0.18% | 9q | HELD |
| Pioneer Wealth Management Group | $442.5K | 1,432 | 0.10% | 6q | HELD |
| Hardin Capital Partners, LLC | $415.6K | 1,345 | 0.20% | 10q | HELD |
| Douglas Lane & Associates, LLC | $411.6K | 1,332 | 0.01% | 23q | HELD |
| LifeGoal Investments, LLC | $407.9K | 1,320 | 0.12% | 3q | +38.7%+$113.7K |
| DOLIVER ADVISORS, LP | $400.5K | 1,296 | 0.09% | 18q | HELD |
| Bill Few Associates, Inc. | $396.8K | 1,284 | 0.08% | 12q | HELD |
| Heartwood Wealth Advisors LLC | $387.5K | 1,254 | 0.03% | 9q | +4.2%+$15.4K |
| Dorato Capital Management | $382.7K | 1,222 | 0.25% | 4q | HELD |
| YHB Investment Advisors, Inc. | $379.6K | 1,229 | 0.02% | 32q | -2.2%-$8.6K |
| ARMSTRONG ADVISORY GROUP, INC | $364.3K | 1,179 | 0.02% | 16q | -4.8%-$18.2K |
| Sound Income Strategies, LLC | $353.8K | 1,116 | 0.02% | 32q | -3.4%-$12.4K |
| Versant Capital Management, Inc | $346.1K | 1,120 | 0.03% | 32q | +57.7%+$126.7K |
| Canandaigua National Trust Co of Florida | $311.8K | 1,009 | 0.17% | 8q | -20.7%-$81.6K |
| ARGUS INVESTORS' COUNSEL, INC. | $309.0K | 1,000 | 0.24% | 12q | HELD |
| Trinity Financial Advisors LLC | $303.0K | 980 | 0.08% | 17q | HELD |
| Marotta Asset Management | $301.1K | 975 | 0.05% | 24q | HELD |
| Gradient Investments LLC | $300.3K | 972 | 0.00% | 2q | +17.2%+$44.2K |
| First Heartland Consultants, Inc. | $298.8K | 967 | 0.02% | 3q | HELD |
| Decker Wealth Management LLC | $289.5K | 937 | 0.06% | 4q | +1.3%+$3.7K |
| Sunburst Financial Group, LLC | $282.1K | 913 | 0.04% | 12q | HELD |
| CHAPIN DAVIS, INC. | $274.4K | 888 | 0.05% | 12q | HELD |
| MassMutual Private Wealth & Trust, FSB | $263.6K | 853 | 0.01% | 32q | -4.8%-$13.3K |
| TOMPKINS FINANCIAL CORP | $254.9K | 825 | 0.02% | 17q | HELD |
| Bullock Wealth Management Group | $247.4K | 797 | 0.10% | 11q | HELD |
| STEPH & CO | $239.5K | 775 | 0.06% | 28q | HELD |
| Greenfield Savings Bank | $233.3K | 755 | 0.09% | 5q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $231.8K | 750 | 0.03% | 5q | HELD |
| Atlas Brown,Inc. | $230.5K | 746 | 0.06% | 5q | HELD |
| HALL LAURIE J TRUSTEE | $224.0K | 725 | 0.07% | 5q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $216.3K | 700 | 0.04% | 26q | HELD |
| FC Advisory LLC | $215.6K | 698 | 0.06% | 5q | HELD |
| Conrad Siegel Investment Advisors, Inc. | $209.8K | 679 | 0.03% | 2q | HELD |
| Hickory Point Bank & Trust | $186.6K | 604 | 0.11% | 3q | HELD |
| Rosenberg Matthew Hamilton | $186.0K | 602 | 0.03% | 27q | HELD |
| Grove Bank & Trust | $158.8K | 514 | 0.02% | 16q | HELD |
| Coastline Trust Co | $154.5K | 500 | 0.01% | 5q | HELD |
| Bank & Trust Co | $140.3K | 454 | 0.09% | 10q | HELD |
| Horrell Capital Management, Inc. | $111.9K | 362 | 0.06% | 32q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $93.0K | 301 | 0.06% | new | NEW |
| Bangor Savings Bank | $77.2K | 250 | 0.01% | 18q | HELD |
| Trust Co | $63.7K | 206 | 0.01% | 4q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $38.3K | 124 | 0.00% | 19q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $27.8K | 90 | 0.00% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $27.5K | 89 | 0.01% | 5q | +2125.0%+$26.3K |
| FIRST COMMUNITY TRUST NA | $15.4K | 50 | 0.01% | 20q | HELD |
| Planning Strategies Inc. | $14.2K | 46 | 0.01% | 2q | +4.5% |
| Retirement Wealth Solutions LLC | $13.3K | 43 | 0.01% | 8q | +10.3%+$1.2K |
| Wealth Enhancement Trust Services, Inc. | $13.3K | 43 | 0.00% | 4q | -94.1%-$211.7K |
| NEVILLE RODIE & SHAW INC | $10.9K | 35,194 | 0.74% | 32q | -1.9% |
| GK Wealth Management LLC | $10.2K | 33 | 0.01% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $8.0K | 26 | 0.01% | 5q | -7.1% |
| Byrne Asset Management LLC | $7.8K | 25 | 0.00% | 20q | HELD |
| Marquette Asset Management, LLC | $5.9K | 19 | 0.00% | 5q | HELD |
| Investors Research Corp | $5.9K | 19 | 0.00% | 2q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $3.5K | 11 | 0.00% | 9q | HELD |
| Aventus Investment Advisors, Inc. | $3.1K | 10 | 0.00% | 6q | -33.3%-$1.5K |
| Davis Capital Management | $2.2K | 7 | 0.00% | 5q | +16.7% |
| GoalVest Advisory LLC | $1.9K | 6 | 0.00% | new | NEW |
| CX Institutional | $1.6K | 5,294 | 0.04% | 14q | +7.4% |