| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $3.3M | 19,120 | New |
| 2 | Mirador Capital Partners LP | $1.8M | 10,306 | New |
| 3 | GK Wealth Management LLC | $1.3M | 7,519 | New |
| 4 | Somerset Trust Co | $1.3M | 7,500 | Added |
| 5 | Meadowbrook Wealth Management, LLC | $1.2M | 6,111 | Trimmed |
| 6 | Boltwood Capital Management | $519,004 | 2,990 | Hold |
| 7 | Valeo Financial Advisors, LLC | $360,814 | 2,079 | Trimmed |
| 8 | City Center Advisors, LLC | $338,481 | 1,950 | New |
| 9 | Grove Bank & Trust | $309,493 | 1,783 | Hold |
| 10 | CoreCap Advisors, LLC | $261,064 | 1,504 | Added |
| 11 | Westmount Partners, LLC | $213,503 | 1,230 | Trimmed |
| 12 | Roxbury Financial LLC | $176,184 | 1,015 | Added |
| 13 | Central Pacific Bank - Trust Division | $141,468 | 815 | Hold |
| 14 | Hilltop National Bank | $131,921 | 760 | Added |
| 15 | GAMMA Investing LLC | $87,484 | 504 | Added |
| 16 | CX Institutional | $70,000 | 403 | Added |
| 17 | Byrne Asset Management LLC | $51,206 | 295 | Added |
| 18 | Versant Capital Management, Inc | $50,512 | 291 | Added |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $34,716 | 200 | New |
| 20 | Noble Wealth Management PBC | $21,698 | 125 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $20,656 | 119 | Added |
| 22 | ATWOOD & PALMER INC | $6,076 | 35 | Hold |
| 23 | Retirement Wealth Solutions LLC | $4,166 | 24 | Added |
| 24 | ELEVATION WEALTH PARTNERS, LLC | $1,563 | 9 | New |
| 25 | Strategic Investment Solutions, Inc. /IL | $694 | 4 | New |