| 1 | CONGRESS ASSET MANAGEMENT CO | $27.3M | 102,989 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $21.9M | 82,507 | Trimmed |
| 3 | THREADGILL FINANCIAL, LLC | $6.5M | 24,646 | Added |
| 4 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $2.7M | 10,000 | Hold |
| 5 | Hennion & Walsh Asset Management, Inc. | $1.6M | 5,852 | Added |
| 6 | Martin Capital Partners, LLC | $647,945 | 2,440 | Trimmed |
| 7 | Quantum Financial Advisors, LLC | $595,539 | 2,243 | Hold |
| 8 | Avior Wealth Management, LLC | $546,420 | 2,058 | Added |
| 9 | GAMMA Investing LLC | $515,089 | 1,940 | Added |
| 10 | TRUST POINT INC. | $477,391 | 1,798 | Trimmed |
| 11 | Versant Capital Management, Inc | $258,872 | 975 | Added |
| 12 | Balefire, LLC | $228,604 | 861 | Added |
| 13 | Trinity Financial Advisors LLC | $223,692 | 840 | Hold |
| 14 | Vigilare Wealth Management | $207,629 | 782 | New |
| 15 | Grove Bank & Trust | $101,159 | 381 | Trimmed |
| 16 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $92,929 | 350 | Trimmed |
| 17 | EASTERN BANK | $25,489 | 96 | Hold |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | $15,665 | 59 | Hold |
| 19 | Dogwood Wealth Management LLC | $7,965 | 30 | Hold |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $2,390 | 9 | Hold |
| 21 | CoreCap Advisors, LLC | $2,124 | 8 | Trimmed |
| 22 | CX Institutional | $2,000 | 6 | Hold |
| 23 | Central Pacific Bank - Trust Division | $266 | 1 | New |
| 24 | MJT & Associates Financial Advisory Group, Inc. | $0 | 0 | Exited |