| 1 | Teamwork Financial Advisors, LLC | $12.6M | 28,709 | Added |
| 2 | JGP Wealth Management, LLC | $8.0M | 18,328 | Added |
| 3 | Czech National Bank | $7.2M | 16,491 | Added |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $3.1M | 6,984 | Trimmed |
| 5 | CoreCap Advisors, LLC | $2.3M | 5,197 | Added |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | $1.8M | 4,056 | Trimmed |
| 7 | Assenagon Asset Management S.A. | $1.6M | 3,605 | Added |
| 8 | ROCKLAND TRUST CO | $1.0M | 2,295 | Hold |
| 9 | PensionDanmark Pensionsforsikringsaktieselskab | $748,364 | 1,710 | New |
| 10 | BRAVE ASSET MANAGEMENT INC | $613,134 | 1,401 | Hold |
| 11 | Post Resch Tallon Group Inc. | $508,018 | 1,161 | New |
| 12 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $488,407 | 1,116 | Hold |
| 13 | Flower City Capital | $480,529 | 1,098 | Hold |
| 14 | GAMMA Investing LLC | $361,491 | 826 | Trimmed |
| 15 | FIRST FINANCIAL BANK - TRUST DIVISION | $328,668 | 751 | Hold |
| 16 | City Center Advisors, LLC | $256,959 | 587 | Added |
| 17 | RDA Financial Network | $219,316 | 501 | Added |
| 18 | Bison Wealth, LLC | $218,080 | 541 | New |
| 19 | EASTERN BANK | $165,866 | 379 | Hold |
| 20 | CX Institutional | $128,000 | 292 | Added |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $78,775 | 180 | Hold |
| 22 | Versant Capital Management, Inc | $71,773 | 164 | Trimmed |
| 23 | MassMutual Private Wealth & Trust, FSB | $34,136 | 78 | Trimmed |
| 24 | Roxbury Financial LLC | $13,150 | 30 | New |
| 25 | MJT & Associates Financial Advisory Group, Inc. | $10,941 | 25 | Added |