| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $132.8M | 1.2M | Trimmed |
| 2 | Assenagon Asset Management S.A. | $35.3M | 307,613 | Added |
| 3 | Czech National Bank | $15.0M | 130,332 | Added |
| 4 | PensionDanmark Pensionsforsikringsaktieselskab | $9.6M | 83,980 | New |
| 5 | MassMutual Private Wealth & Trust, FSB | $8.0M | 70,019 | Trimmed |
| 6 | Martin Capital Partners, LLC | $5.5M | 47,551 | Trimmed |
| 7 | Balefire, LLC | $3.2M | 27,779 | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | $2.9M | 25,199 | Added |
| 9 | GAMMA Investing LLC | $2.3M | 19,984 | Added |
| 10 | AAFMAA Wealth Management & Trust LLC | $2.1M | 17,951 | Trimmed |
| 11 | Valeo Financial Advisors, LLC | $1.1M | 9,518 | Added |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO | $870,524 | 7,579 | Hold |
| 13 | First County Bank /CT/ | $655,047 | 5,703 | Trimmed |
| 14 | Dynamic Advisor Solutions LLC | $582,225 | 5,069 | Added |
| 15 | Thrive Wealth Management, LLC | $581,996 | 5,067 | Trimmed |
| 16 | MOODY NATIONAL BANK TRUST DIVISION | $516,296 | 4,495 | Trimmed |
| 17 | CX Institutional | $500,000 | 4,350 | Added |
| 18 | Trilogy Capital Inc. | $447,623 | 3,897 | Trimmed |
| 19 | Baron Wealth Management LLC | $351,012 | 3,056 | Hold |
| 20 | First Heartland Consultants, Inc. | $341,709 | 2,975 | Trimmed |
| 21 | RDA Financial Network | $284,723 | 2,479 | Trimmed |
| 22 | Ballew Advisors, Inc | $257,641 | 2,238 | Trimmed |
| 23 | Global Wealth Strategies & Associates | $252,003 | 2,194 | Added |
| 24 | Affinity Capital Advisors, LLC | $246,214 | 2,163 | Added |
| 25 | Meriwether Wealth & Planning, LLC | $243,963 | 2,124 | Trimmed |