| Confluence Wealth Services, Inc. |
| 1.16% | 1.05% | #1 | $40.5M | 592,947 | $27.0M | 433,161 | +159,786+36.89% | Add |
| ST GERMAIN D J CO INC |
| 0.18% | 0.18% | #3 | $5.1M | 74,276 | $4.6M | 73,692 | +584+0.79% | Add |
| CRA Financial Services, LLC |
| 0.24% | 0.24% | #2 | $2.1M | 30,452 | $1.8M | 29,172 | +1,280+4.39% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #7 | $683,243 | 10,000 | $0 | 0 | +10,000 | New Buy |
| Fiduciary Alliance LLC |
| 0.02% | 0.02% | #4 | $361,367 | 5,289 | $292,223 | 4,500 | +789+17.53% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #8 | $287,304 | 4,205 | $0 | 0 | +4,205 | New Buy |
| Ancora Advisors LLC |
| <0.01% | <0.01% | #6 | $59,096 | 865 | $23,916 | 384 | +481+125.26% | Add |
| Hara Capital LLC |
| 0.01% | 0.01% | #5 | $20,497 | 300 | $18,684 | 300 | 00.00% | Unchanged |