| 1 | KWMG, LLC | $6.0M | 157,356 | Added |
| 2 | Czech National Bank | $5.7M | 150,721 | Added |
| 3 | Assenagon Asset Management S.A. | $1.6M | 42,043 | Trimmed |
| 4 | Gradient Investments LLC | $1.2M | 31,150 | Added |
| 5 | Chesley Taft & Associates LLC | $671,094 | 17,614 | Trimmed |
| 6 | Valeo Financial Advisors, LLC | $632,910 | 16,612 | Added |
| 7 | PensionDanmark Pensionsforsikringsaktieselskab | $553,212 | 14,520 | New |
| 8 | 180 WEALTH ADVISORS, LLC | $283,419 | 7,439 | Added |
| 9 | CHAPIN DAVIS, INC. | $270,303 | 7,095 | Trimmed |
| 10 | MOODY NATIONAL BANK TRUST DIVISION | $256,070 | 6,721 | Added |
| 11 | GAMMA Investing LLC | $243,154 | 6,382 | Added |
| 12 | CX Institutional | $228,000 | 5,987 | Added |
| 13 | Hilltop National Bank | $95,783 | 2,514 | Added |
| 14 | EASTERN BANK | $55,474 | 1,456 | Hold |
| 15 | Versant Capital Management, Inc | $54,331 | 1,426 | Trimmed |
| 16 | KERR FINANCIAL PLANNING Corp | $45,911 | 1,205 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $41,910 | 1,100 | Trimmed |
| 18 | Grove Bank & Trust | $26,098 | 685 | Trimmed |
| 19 | Cedar Mountain Advisors, LLC | $19,366 | 508 | Added |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $15,240 | 400 | Hold |
| 21 | CoreCap Advisors, LLC | $12,764 | 335 | New |
| 22 | ELEVATION WEALTH PARTNERS, LLC | $12,726 | 334 | Added |
| 23 | Arlington Trust Co LLC | $12,192 | 320 | Added |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $3,810 | 100 | Hold |
| 25 | Dogwood Wealth Management LLC | $229 | 6 | Hold |