| 1 | CONGRESS ASSET MANAGEMENT CO | $81.8M | 495,640 | Added |
| 2 | Assenagon Asset Management S.A. | $3.1M | 18,506 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $3.0M | 18,115 | Added |
| 4 | PensionDanmark Pensionsforsikringsaktieselskab | $2.9M | 17,400 | New |
| 5 | MOODY NATIONAL BANK TRUST DIVISION | $1.2M | 7,373 | Added |
| 6 | Red Spruce Capital, LLC | $834,099 | 5,053 | Trimmed |
| 7 | Hummer Financial Advisory Services Inc | $445,689 | 2,700 | Hold |
| 8 | 180 WEALTH ADVISORS, LLC | $315,614 | 1,912 | Added |
| 9 | MRA Advisory Group | $247,605 | 1,500 | Hold |
| 10 | EASTERN BANK | $221,689 | 1,343 | Hold |
| 11 | Miller Global Investments, LLC | $178,936 | 1,084 | Hold |
| 12 | Byrne Asset Management LLC | $175,469 | 1,063 | Added |
| 13 | Central Pacific Bank - Trust Division | $171,383 | 180,000 | Trimmed |
| 14 | GAMMA Investing LLC | $116,374 | 705 | Trimmed |
| 15 | CoreCap Advisors, LLC | $59,095 | 358 | Trimmed |
| 16 | FNY Investment Advisers, LLC | $59,000 | 359 | New |
| 17 | MassMutual Private Wealth & Trust, FSB | $33,509 | 203 | Added |
| 18 | KERR FINANCIAL PLANNING Corp | $16,673 | 101 | Hold |
| 19 | Versant Capital Management, Inc | $11,555 | 70 | Trimmed |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $4,952 | 30 | Hold |
| 21 | Noble Wealth Management PBC | $4,127 | 25 | Hold |
| 22 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,650 | 10 | Hold |
| 23 | Roxbury Financial LLC | $0 | 0 | Exited |
| 24 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |