| 1 | ARMSTRONG HENRY H ASSOCIATES INC | $4.8M | 40,909 | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $3.3M | 28,340 | New |
| 3 | Avior Wealth Management, LLC | $1.3M | 11,373 | Trimmed |
| 4 | CX Institutional | $1.3M | 11,324 | Added |
| 5 | TRUST POINT INC. | $1.2M | 10,002 | Trimmed |
| 6 | Assenagon Asset Management S.A. | $810,104 | 6,961 | Added |
| 7 | GAMMA Investing LLC | $807,231 | 6,932 | Added |
| 8 | Gradient Investments LLC | $796,751 | 6,842 | New |
| 9 | Dynamic Advisor Solutions LLC | $756,343 | 6,495 | Added |
| 10 | Baron Wealth Management LLC | $412,815 | 3,545 | Trimmed |
| 11 | Versant Capital Management, Inc | $357,851 | 3,073 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $107,949 | 927 | Added |
| 13 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $62,883 | 540 | Added |
| 14 | Hilltop National Bank | $28,297 | 243 | Hold |
| 15 | CoreCap Advisors, LLC | $24,222 | 208 | Hold |
| 16 | Arlington Trust Co LLC | $22,941 | 197 | Hold |
| 17 | KERR FINANCIAL PLANNING Corp | $17,119 | 147 | Hold |
| 18 | Grove Bank & Trust | $10,364 | 89 | Hold |
| 19 | Retirement Wealth Solutions LLC | $8,385 | 72 | Added |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $3,960 | 34 | New |
| 21 | Beaird Harris Wealth Management, LLC | $3,727 | 32 | Hold |
| 22 | Cedar Mountain Advisors, LLC | $3,610 | 31 | Hold |
| 23 | Dogwood Wealth Management LLC | $0 | 0 | Exited |