| KELLEHER FINANCIAL ADVISORS |
| 0.75% | 0.63% | #1 | $5.3M | 81,125 | $2.5M | 42,613 | +38,512+90.38% | Add |
| Wealthspire Advisors, LLC |
| <0.01% | — | #5 | $740,252 | 11,381 | $0 | 0 | +11,381 | New Buy |
| Williams Jones Wealth Management, LLC. |
| 0.01% | 0.01% | #4 | $677,972 | 10,424 | $608,444 | 10,424 | 00.00% | Unchanged |
| Coston, McIsaac & Partners |
| 0.06% | 0.06% | #2 | $285,922 | 4,396 | $245,000 | 4,210 | +186+4.42% | Add |
| Westside Investment Management, Inc. |
| 0.02% | 0.02% | #3 | $147,561 | 2,268 | $132,973 | 2,268 | 00.00% | Unchanged |
| Oakworth Capital, Inc. |
| <0.01% | <0.01% | #6 | $61,803 | 952 | $55,372 | 949 | +3+0.32% | Add |
| NBT BANK, N.A. |
| <0.01% | — | #7 | $41,069 | 631 | $0 | 0 | +631 | New Buy |
