| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $62.5M | 768,680 | Trimmed |
| 2 | Assenagon Asset Management S.A. | $6.4M | 79,042 | Trimmed |
| 3 | Czech National Bank | $4.7M | 57,421 | Added |
| 4 | GAMMA Investing LLC | $2.3M | 28,418 | Added |
| 5 | Grove Bank & Trust | $870,985 | 10,704 | Trimmed |
| 6 | Versant Capital Management, Inc | $785,221 | 9,650 | Added |
| 7 | CX Institutional | $542,000 | 6,666 | Added |
| 8 | PensionDanmark Pensionsforsikringsaktieselskab | $493,102 | 6,060 | New |
| 9 | Balefire, LLC | $461,042 | 5,666 | Trimmed |
| 10 | 55 North Private Wealth, LLC | $348,589 | 4,284 | New |
| 11 | Legacy Wealth Management, LLC / MS | $294,234 | 3,616 | New |
| 12 | Chesley Taft & Associates LLC | $271,858 | 3,341 | Trimmed |
| 13 | Valeo Financial Advisors, LLC | $230,225 | 2,829 | New |
| 14 | NerdWallet Wealth Partners, LLC | $203,425 | 2,500 | New |
| 15 | Hilltop National Bank | $164,042 | 2,016 | Hold |
| 16 | EASTERN BANK | $94,715 | 1,164 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $66,968 | 823 | Trimmed |
| 18 | CoreCap Advisors, LLC | $22,784 | 280 | Added |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $22,296 | 274 | Added |
| 20 | FIRST FINANCIAL CORP /IN/ | $22,051 | 271 | Hold |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $16,274 | 200 | Hold |
| 22 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $8,137 | 100 | Hold |
| 23 | Roxbury Financial LLC | $8,137 | 100 | Hold |
| 24 | Arlington Trust Co LLC | $5,533 | 68 | Hold |
| 25 | Retirement Wealth Solutions LLC | $5,197 | 64 | Hold |