| 1 | CONGRESS ASSET MANAGEMENT CO | $150.6M | 198,758 | Trimmed |
| 2 | Assenagon Asset Management S.A. | $7.7M | 10,199 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $5.4M | 7,190 | Added |
| 4 | PensionDanmark Pensionsforsikringsaktieselskab | $4.9M | 6,406 | New |
| 5 | GAMMA Investing LLC | $1.1M | 1,390 | Added |
| 6 | Central Pacific Bank - Trust Division | $901,734 | 1,190 | Trimmed |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $879,002 | 1,160 | Hold |
| 8 | Versant Capital Management, Inc | $855,511 | 1,129 | Added |
| 9 | TRUST POINT INC. | $768,367 | 1,014 | Added |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $658,450 | 869 | Added |
| 11 | Hilltop National Bank | $531,948 | 702 | Trimmed |
| 12 | Red Spruce Capital, LLC | $511,488 | 675 | Added |
| 13 | ATWOOD & PALMER INC | $491,029 | 648 | Hold |
| 14 | Balefire, LLC | $443,290 | 585 | Trimmed |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $384,942 | 508 | Hold |
| 16 | Emprise Bank | $281,129 | 371 | Hold |
| 17 | Cooper Financial Group | $260,669 | 344 | Trimmed |
| 18 | 55 North Private Wealth, LLC | $260,669 | 344 | New |
| 19 | GK Wealth Management LLC | $234,689 | 310 | New |
| 20 | Hummer Financial Advisory Services Inc | $227,406 | 300 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $116,695 | 154 | Trimmed |
| 22 | Cedar Mountain Advisors, LLC | $96,993 | 128 | Hold |
| 23 | CoreCap Advisors, LLC | $68,956 | 91 | Added |
| 24 | Dogwood Wealth Management LLC | $42,435 | 56 | Added |
| 25 | ELEVATION WEALTH PARTNERS, LLC | $40,920 | 54 | Added |