| 1 | Hills Bank & Trust Co | $7.6M | 360,323 | Trimmed |
| 2 | HighTower Advisors, LLC | $7.0M | 334,767 | Added |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.1M | 290,826 | Trimmed |
| 4 | LPL Financial LLC | $6.1M | 288,458 | Added |
| 5 | MORGAN STANLEY | $5.8M | 276,929 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $5.3M | 252,121 | Added |
| 7 | Atlantic Union Bankshares Corp | $5.0M | 240,138 | Added |
| 8 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 216,030 | Added |
| 9 | Invesco Ltd. | $4.3M | 204,866 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.2M | 199,030 | Added |
| 11 | Lido Advisors, LLC | $4.1M | 195,700 | Hold |
| 12 | UBS Group AG | $4.0M | 192,892 | Trimmed |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 181,265 | Trimmed |
| 14 | Avior Wealth Management, LLC | $3.2M | 152,733 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 147,684 | Added |
| 16 | MONECO Advisors, LLC | $2.9M | 139,362 | Added |
| 17 | Legacy Private Trust Co. | $2.6M | 121,639 | Added |
| 18 | Envision Financial Planning, LLC | $2.5M | 117,801 | Added |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $2.3M | 109,755 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.3M | 108,383 | Trimmed |
| 21 | Clark Asset Management, LLC | $2.2M | 106,337 | Added |
| 22 | Parkway Wealth Management Group, LLC | $2.2M | 105,220 | Added |
| 23 | Kestra Advisory Services, LLC | $2.0M | 96,149 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $2.0M | 94,922 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.0M | 93,904 | Added |