| FULTON BANK, N.A. |
| 0.16% | 0.06% | #3 | $3.0M | 28,422 | $2.7M | 28,422 | 00.00% | Unchanged |
| Grey Fox Wealth Advisors, LLC |
| 0.29% | 0.28% | #2 | $1.9M | 17,906 | $1.5M | 15,714 | +2,192+13.95% | Add |
| Redwood Wealth Management Group, LLC |
| 0.72% | 0.74% | #1 | $1.7M | 18,288 | $1.7M | 18,288 | 00.00% | Unchanged |
| FIRST MERCHANTS CORP |
| 0.07% | 0.07% | #4 | $1.7M | 18,053 | $1.7M | 18,612 | -559-3.00% | Reduce |
| Arvest Bank Trust Division |
| 0.02% | 0.03% | #7 | $414,907 | 3,976 | $468,898 | 5,024 | -1,048-20.86% | Reduce |
| Park Place Capital Corp |
| 0.04% | — | #6 | $255,938 | 2,453 | $0 | 0 | +2,453 | New Buy |
| Coston, McIsaac & Partners |
| 0.04% | 0.04% | #5 | $212,880 | 2,040 | $189,000 | 2,032 | +8+0.39% | Add |
| Financial Gravity Companies, Inc. |
| <0.01% | — | #8 | $15,241 | 146 | $0 | 0 | +146 | New Buy |
