| 1 | CANANDAIGUA NATIONAL CORP | $2.0M | 70,922 | New |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 63,077 | Trimmed |
| 3 | Kestra Advisory Services, LLC | $1.7M | 58,847 | Added |
| 4 | Cetera Investment Advisers | $1.0M | 35,487 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $898,830 | 31,868 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $791,999 | 28,080 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $655,599 | 23,244 | New |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $512,656 | 18,176 | Trimmed |
| 9 | FIDUCIARY FINANCIAL GROUP, LLC | $445,584 | 15,798 | Hold |
| 10 | TRUIST FINANCIAL CORP | $408,833 | 14,495 | Trimmed |
| 11 | Wood Tarver Financial Group, LLC | $380,000 | 13,483 | Trimmed |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $334,625 | 11,864 | Added |
| 13 | FreeGulliver LLC | $313,302 | 11,108 | Hold |
| 14 | Keating Financial Advisory Services, Inc. | $293,756 | 10,415 | Hold |
| 15 | Beacon Financial Advisory LLC | $281,487 | 9,980 | Hold |
| 16 | Catalina Capital Group, LLC | $246,343 | 8,734 | Hold |
| 17 | Allworth Financial LP | $238,418 | 8,453 | Trimmed |
| 18 | Capital Analysts, LLC | $158,000 | 5,607 | Hold |
| 19 | Annis Gardner Whiting Capital Advisors, LLC | $121,282 | 4,300 | Hold |
| 20 | IFP Advisors, Inc | $100,410 | 3,560 | Trimmed |
| 21 | PFS Partners, LLC | $81,541 | 2,891 | Trimmed |
| 22 | Noble Wealth Management PBC | $71,556 | 2,537 | Trimmed |
| 23 | RED REEF ADVISORS LLC | $70,513 | 2,500 | Hold |
| 24 | DHJJ Financial Advisors, Ltd. | $66,790 | 2,368 | Hold |
| 25 | Ashton Thomas Private Wealth, LLC | $52,433 | 1,859 | New |