| 1 | Assenagon Asset Management S.A. | $24.6M | 140,003 | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $6.6M | 37,664 | New |
| 3 | 180 WEALTH ADVISORS, LLC | $6.0M | 34,354 | Trimmed |
| 4 | Westmount Partners, LLC | $4.0M | 22,726 | Trimmed |
| 5 | ANDERSON HOAGLAND & CO | $2.6M | 14,555 | Hold |
| 6 | GAMMA Investing LLC | $913,261 | 5,194 | Added |
| 7 | Valeo Financial Advisors, LLC | $698,020 | 3,970 | Trimmed |
| 8 | Versant Capital Management, Inc | $636,856 | 3,622 | Trimmed |
| 9 | Avior Wealth Management, LLC | $340,080 | 1,934 | Trimmed |
| 10 | Cohen Capital Management, Inc. | $329,681 | 1,875 | Hold |
| 11 | Bison Wealth, LLC | $229,309 | 1,180 | New |
| 12 | 55 North Private Wealth, LLC | $221,018 | 1,257 | New |
| 13 | Grove Bank & Trust | $206,600 | 1,175 | Trimmed |
| 14 | MassMutual Private Wealth & Trust, FSB | $155,434 | 884 | Trimmed |
| 15 | CoreCap Advisors, LLC | $114,334 | 650 | Added |
| 16 | FNY Investment Advisers, LLC | $114,000 | 650 | Added |
| 17 | CX Institutional | $47,000 | 265 | Trimmed |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $42,903 | 244 | Added |
| 19 | EASTERN BANK | $27,781 | 158 | Hold |
| 20 | Arlington Trust Co LLC | $17,583 | 100 | Added |
| 21 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $7,034 | 40 | Trimmed |
| 22 | MJT & Associates Financial Advisory Group, Inc. | $4,748 | 27 | Added |
| 23 | Retirement Wealth Solutions LLC | $4,045 | 23 | Hold |
| 24 | Dogwood Wealth Management LLC | $2,637 | 15 | New |
| 25 | Bangor Savings Bank | $2,637 | 15 | Trimmed |