Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 254,298 $130M 1.79% +48,921 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 234,612 $120M 0.9% +3,400 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 205,787 $105M 3.35% -7,993 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 132,143 $67.6M 4.23% +1,076 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 119,052 $60.9M 0.53% -27,519 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 86,800 $44.4M 1.02% +8,000 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 73,559 $37.6M 0.57% -3,410 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 58,456 $29.9M 2.58% -245 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 57,389 $29.3M 3.56% -2,770 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 40,990 $21M 1.92% -2,082 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,614 $19.2M 0.14% +5,244 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 35,349 $18.1M 11.05% +550 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 35,073 $17.9M 5.71% +2,745 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 30,060 $15.9M 4.79% +423 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 28,572 $14.6M 4.87% +292 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 25,923 $13.3M 0.45% +1,110 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,673 $12.6M 0.34% +18,706 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,950 $12.2M 2.42% +778 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 21,776 $11.1M 3.62% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 18,080 $9.25M 3.27% -44 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,300 $8.34M 0.1% +406 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,004 $7.67M 1.6% -4,029 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,642 $7.46M 0.18% +839 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 13,786 $7.05M 0.84% +556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,749 $7.03M 1.05% +267 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 13,032 $6.66M 4.51% -1,017 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,624 $5.43M 2.05% -8 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 10,403 $5.32M 4.14% -125 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,210 $5.22M 0.14% -674 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,173 $5.2M 0.14% -550 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,069 $5.15M 0.32% -15 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,129 $4.16M 1.1% +189 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,859 $4.02M 0.08% +795 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,759 $3.97M 0.3% -2,302 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,668 $3.92M 1.17% +1,490 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,172 $3.67M 0.39% +3,940 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 6,928 $3.54M 1.28% +2,271 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,136 $3.33M 1.53% -6 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 6,339 $3.24M 2.73% -507 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,265 $3.2M 0.26% -198 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 6,173 $3.16M 0.77% +829 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,895 $3.01M 0.3% -770 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,812 $2.97M 0.32% -2,682 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,428 $2.78M 0.6% -590 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,898 $2.59M 1.45% -850 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,943 $2.57M 1.71% -235 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,785 $2.45M 0.52% -155 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,635 $2.37M 1.43% -294 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,599 $2.35M 0.34% -59 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,424 $2.3M 0.03% +680 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,456 $2.28M 0.4% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,098 $2.1M 0.17% -37 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,750 $1.92M 0.18% -42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,717 $1.9M 0.12% +463 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,695 $1.89M 0.05% +708 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,483 $1.78M 0.07% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,308 $1.69M 0.14% +87 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,297 $1.69M 0.15% -128 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,242 $1.66M 0.19% +86 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,152 $1.61M 0.07% +814 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,912 $1.49M 0.26% +37 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,770 $1.47M 0.61% +19 13F-HR Timeline TLWM More: the full row for TLWM 2,695 $1.38M 0.22% -30 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,666 $1.36M 0.04% -1,205 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,598 $1.33M 0.08% +47 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 2,508 $1.28M 0.3% -66 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,416 $1.24M 0.65% -27 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,186 $1.12M 0.41% -104 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,966 $1.01M 0.21% -9,747 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,964 $1M 0.4% -96 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,877 $961K 0.69% +995 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,872 $957K 0.08% +104 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,793 $917K 0.15% +212 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,791 $916K 0.34% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,744 $892K 0.01% -76 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,684 $861K 0.06% -165 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,671 $855K 0.37% +14 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,565 $800K 0.15% +1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,531 $783K 0.09% -32 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,486 $760K 0.09% -7 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,410 $746K 0.48% -107 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,453 $743K 0.12% -133 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,412 $722K 0.3% -637 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,368 $699K 0.2% -274 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,294 $662K 0.16% -609 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,293 $661K 0.19% -3 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,287 $658K 0.46% +118 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,211 $619K 0.12% +478 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,019 $550K 0.16% -51 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,028 $526K 0.05% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,020 $522K 0.28% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,020 $522K 0.04% +17 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 981 $502K 0.14% +17 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 979 $501K 0.05% -105 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 975 $499K 0.33% -64 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 974 $498K 0.23% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 932 $477K 0.03% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 922 $471K 0.01% +21 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 906 $464K 0.03% -174 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 884 $452K 0.03% +5 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 834 $450K 0.22% +1 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 837 $428K 0.02% +7 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 830 $424K 0.27% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 811 $415K 0.17% -10 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 805 $412K 0.05% +82 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 800 $409K 0.08% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 780 $399K 0.34% -220 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 775 $396K 0.01% +93 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 767 $392K 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 750 $384K 0.25% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 747 $382K 0.1% -29 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 743 $380K 0.07% +34 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 739 $378K 0.22% +23 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 729 $373K 0.03% -410 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 724 $370K 0.13% -7 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 721 $369K 0.02% -5 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 665 $340K 0.25% +163 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 655 $335K 0.03% -1 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 640 $327K 0.13% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 630 $322K 0.15% -10 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 601 $307K 0.28% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 598 $305K 0.17% +190 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 561 $287K 0.09% +32 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 558 $285K 0.05% +4 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 547 $280K 0.04% +24 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 535 $274K 0.05% +70 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 525 $268K 0.25% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 514 $263K 0.15% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 510 $261K 0.03% +16 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 506 $259K 0.02% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 500 $256K 0.05% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 481 $246K 0.11% +66 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 337 $244K 0.08% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 471 $241K 0.02% +7 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 465 $238K 0.16% -13 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 452 $231K 0.05% -21 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 446 $228K 0.04% +39 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 431 $220K 0.15% -3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 415 $212K 0.11% +35 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 410 $210K 0.12% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 380 $202K 0.04% -11 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 380 $194K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 350 $179K 0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 261 $133K 0.08% -45 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 257 $131K 0.06% +3 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 140 $72K 0.01% +63 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 132 $67K 0.03% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 124 $63.4K 0.02% +31 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 108 $55.2K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 90 $46K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 60 $30.7K 0.09% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 59 $30.2K <0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 51 $26.1K 0.02% +4 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 42 $21.5K 0.01% -8 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 35 $17.9K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 32 $16.4K 0.01% -11 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 28 $14.3K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 28 $14.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 13 $6.65K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8 $4.09K <0.01% -2 13F-HR Timeline