| Coston, McIsaac & Partners |
| 0.21% | 0.21% | #1 | $1.0M | 11,533 | $887,000 | 12,003 | -470-3.92% | Reduce |
| FULTON BANK, N.A. |
| 0.03% | 0.01% | #4 | $555,144 | 6,304 | $466,367 | 6,304 | 00.00% | Unchanged |
| Ethos Financial Group, LLC |
| 0.04% | 0.03% | #3 | $544,033 | 6,602 | $421,923 | 5,704 | +898+15.74% | Add |
| Violich Capital Management, Inc. |
| 0.05% | 0.04% | #2 | $422,530 | 4,799 | $358,702 | 4,849 | -50-1.03% | Reduce |
| NORTH STAR ASSET MANAGEMENT INC |
| 0.01% | 0.02% | #8 | $360,568 | 4,096 | $302,945 | 4,096 | 00.00% | Unchanged |
| McMillan Office, Inc. |
| 0.03% | <0.01% | #7 | $217,811 | 2,474 | $22,191 | 300 | +2,174+724.67% | Add |
| Westside Investment Management, Inc. |
| 0.03% | 0.02% | #6 | $191,007 | 2,169 | $161,588 | 2,169 | 00.00% | Unchanged |
| Vermillion Wealth Management, Inc. |
| 0.03% | — | #5 | $107,586 | 1,222 | $0 | 0 | +1,222 | New Buy |
| Financial Gravity Companies, Inc. |
| <0.01% | — | #9 | $9,899 | 112 | $0 | 0 | +112 | New Buy |
| Game Plan Financial Advisors, LLC |
| <0.01% | <0.01% | #10 | $2,498 | 28 | $2,099 | 28 | 00.00% | Unchanged |
| NBT BANK, N.A. |
| <0.01% | — | #11 | $389 | 4 | $0 | 0 | +4 | New Buy |