| 1 | ATWOOD & PALMER INC | $32.6M | 2.5M | Trimmed |
| 2 | Connective Portfolio Management, LLC | $1.8M | 133,700 | New |
| 3 | Central Pacific Bank - Trust Division | $720,427 | 54,249 | New |
| 4 | FNY Investment Advisers, LLC | $436,000 | 32,866 | New |
| 5 | GAMMA Investing LLC | $350,459 | 26,390 | Added |
| 6 | 180 WEALTH ADVISORS, LLC | $334,935 | 25,221 | Trimmed |
| 7 | Versant Capital Management, Inc | $286,118 | 21,545 | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $281,319 | 21,184 | Added |
| 9 | Miller Global Investments, LLC | $275,228 | 20,725 | Trimmed |
| 10 | TRUST POINT INC. | $238,958 | 17,994 | Trimmed |
| 11 | CoreCap Advisors, LLC | $234,752 | 17,677 | Added |
| 12 | JGP Wealth Management, LLC | $187,482 | 14,118 | Trimmed |
| 13 | Foster Group, Inc. | $137,873 | 10,382 | New |
| 14 | Arlington Trust Co LLC | $21,912 | 1,650 | Added |
| 15 | MJT & Associates Financial Advisory Group, Inc. | $13,280 | 1,000 | New |
| 16 | Retirement Wealth Solutions LLC | $9,695 | 730 | Hold |
| 17 | EASTERN BANK | $8,937 | 673 | Added |
| 18 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $8,578 | 646 | Added |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $6,322 | 476 | New |
| 20 | KERR FINANCIAL PLANNING Corp | $3,984 | 300 | Hold |
| 21 | Cedar Mountain Advisors, LLC | $1,222 | 92 | Hold |
| 22 | Roxbury Financial LLC | $1,222 | 92 | New |
| 23 | Grove Bank & Trust | $505 | 38 | New |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $199 | 15 | Hold |
| 25 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $120 | 9 | Hold |