Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 489,527 $20.5M 0.91% +9,746 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 267,653 $11.2M 4.04% +78,544 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 231,914 $9.71M 0.64% -3,640 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 126,815 $5.31M 0.08% -4,082 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 45,455 $1.9M 0.25% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 40,761 $1.71M 0.09% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 33,964 $1.42M 0.27% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,695 $1.37M 0.01% +20,635 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 27,824 $1.16M 0.2% -363 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 27,026 $1.13M 0.04% +2,756 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 20,191 $845K 0.37% +2,168 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13,724 $574K 0.34% +8,757 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,408 $352K 0.01% -100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,208 $302K 0.03% +2,441 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 6,538 $274K 0.02% -356 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 5,712 $239K 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,199 $50.2K <0.01% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 998 $41.8K <0.01% -66 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 608 $25.5K 0.02% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 600 $25.1K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 577 $24.2K <0.01% new 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 484 $20.2K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 408 $17.1K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 302 $12.6K 0.01% +201 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 202 $8.46K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 159 $6.66K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planning Strategies Inc. More: the full row for Planning Strategies Inc. 23 $963 <0.01% +4 13F-HR Timeline