| HM PAYSON & CO |
| 0.72% | 0.7% | #2 | $54.1M | 2.1M | $48.8M | 1.9M | +217,629+11.26% | Add |
| Gilbert Capital Group, Inc. |
| 3.01% | — | #1 | $4.3M | 170,750 | $0 | 0 | +170,750 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #9 | $3.3M | 129,983 | $3.2M | 125,997 | +3,986+3.16% | Add |
| CGN Advisors LLC |
| 0.22% | 0.23% | #3 | $3.0M | 118,885 | $2.9M | 116,422 | +2,463+2.12% | Add |
| SteelPeak Wealth, LLC |
| 0.03% | 0.01% | #5 | $1.2M | 46,213 | $355,919 | 14,096 | +32,117+227.84% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #8 | $1.0M | 40,807 | $1.0M | 40,366 | +441+1.09% | Add |
| Spinnaker Investment Group, LLC |
| 0.1% | 0.1% | #4 | $632,471 | 25,113 | $496,306 | 19,656 | +5,457+27.76% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.01% | 0.01% | #7 | $177,755 | 7,065 | $178,417 | 7,065 | 00.00% | Unchanged |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #11 | $124,530 | 4,945 | $140,804 | 5,576 | -631-11.32% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #6 | $88,602 | 3,518 | $0 | 0 | +3,518 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #12 | $22,541 | 895 | $0 | 0 | +895 | New Buy |
| Clearstead Trust, LLC |
| <0.01% | <0.01% | #10 | $19,267 | 765 | $19,316 | 765 | 00.00% | Unchanged |
