| 1 | LPL Financial LLC | $7.5M | 291,269 | Added |
| 2 | Atlantic Union Bankshares Corp | $6.0M | 233,605 | Added |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.7M | 220,399 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $5.1M | 197,195 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.3M | 168,398 | Trimmed |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | $4.0M | 156,010 | Added |
| 7 | Kestra Advisory Services, LLC | $3.9M | 152,003 | Trimmed |
| 8 | HighTower Advisors, LLC | $3.5M | 134,180 | Added |
| 9 | Hills Bank & Trust Co | $3.5M | 133,998 | Added |
| 10 | Legacy Private Trust Co. | $2.9M | 112,436 | Added |
| 11 | Envision Financial Planning, LLC | $2.8M | 108,391 | Added |
| 12 | Sequoia Financial Advisors, LLC | $2.6M | 101,789 | Trimmed |
| 13 | Invesco Ltd. | $2.3M | 90,969 | Added |
| 14 | MORGAN STANLEY | $2.3M | 90,685 | Added |
| 15 | Clark Asset Management, LLC | $1.3M | 51,238 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 50,877 | Added |
| 17 | Lido Advisors, LLC | $1.3M | 50,600 | Hold |
| 18 | OSAIC HOLDINGS, INC. | $1.2M | 47,579 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 47,011 | Added |
| 20 | Key Financial Inc | $1.2M | 45,809 | Added |
| 21 | STIFEL FINANCIAL CORP | $1.2M | 44,721 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $1.0M | 38,870 | Added |
| 23 | JANE STREET GROUP, LLC | $999,660 | 38,739 | Added |
| 24 | Jacobi Capital Management LLC | $985,065 | 38,173 | Added |
| 25 | UBS Group AG | $934,141 | 36,200 | Added |