Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 480,594 $294M 2.2% +5,700 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 424,765 $259M 3.57% +39,076 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 348,709 $213M 4.88% -62,876 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 213,096 $130M 1.14% +32,954 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 160,241 $98M 5.84% +46,119 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 156,165 $95.5M 1.45% +1,614 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 139,980 $85.6M 1.02% +137,995 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 114,162 $69.8M 4.62% -3,244 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 85,715 $52.4M 4.53% -3,362 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,375 $52.2M 0.37% +3,325 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 73,065 $44.7M 2.8% +30,128 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 59,760 $36.6M 21.16% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 45,356 $27.7M 0.94% +3,654 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 42,916 $26.3M 3.14% -8,151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 38,805 $23.7M 9.19% -700 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,803 $22.5M 0.59% +707 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,217 $18.8M 0.45% +2,016 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 28,723 $17.6M 3.47% -2,134 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,859 $14M 0.4% +3,219 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22,261 $13.7M 4.13% -675 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 21,100 $12.9M 0.84% -986 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 19,617 $12M 1.87% -5,027 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 19,130 $11.7M 0.72% +921 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18,399 $11.3M 0.3% -314 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 18,049 $11M 3.31% -6,811 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 17,882 $10.9M 2.52% +11,970 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,878 $10.9M 0.3% +48 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 17,630 $10.8M 5.54% -690 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 17,258 $10.6M 4.87% -2,055 13F-HR/A Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 15,525 $9.5M 3.03% -402 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,328 $9.38M 0.98% +4,727 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,842 $8.47M 0.68% +3,013 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,676 $8.37M 0.23% +737 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,100 $8.01M 0.86% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 12,813 $7.84M 4.39% -41 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,507 $7.65M 0.16% +265 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 12,263 $7.5M 0.62% -15 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 9,851 $6.36M 0.08% +1,327 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 10,016 $6.13M 3.44% -2,260 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 9,970 $6.1M 2.45% -270 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,786 $5.99M 0.64% +1,199 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,592 $5.87M 1.29% -1,312 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,319 $5.7M 0.49% -172 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 9,142 $5.59M 0.55% +40 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,171 $5.17M 2.38% -26 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,205 $5.02M 1.13% -459 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,303 $4.47M 1.07% +257 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,086 $4.33M 0.43% +329 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,865 $4.2M 0.91% -779 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,663 $4.1M 2.29% -2,195 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,131 $3.98M 0.75% -1,132 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,500 $3.98M 0.15% -136 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,498 $3.98M 0.34% +58 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,620 $3.44M 2.1% +971 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,445 $3.33M 0.57% -278 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,012 $3.07M 0.83% +592 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,925 $3.01M 1.19% -530 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,723 $2.89M 0.96% +274 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,598 $2.81M 0.21% -738 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,557 $2.79M 0.99% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 4,489 $2.75M 0.64% -1,352 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,389 $2.69M 0.42% -69 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,367 $2.67M 1.14% +802 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,952 $2.45M 0.11% +751 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,698 $2.26M 0.86% +129 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,350 $2.05M 0.12% +640 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,321 $2.04M 0.85% +20 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,307 $2.02M 0.13% -84 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,196 $1.96M 0.55% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,189 $1.95M 0.46% -592 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,157 $1.93M 0.28% +951 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,093 $1.89M 0.17% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,031 $1.85M 0.03% +231 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,995 $1.83M 0.17% -766 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,935 $1.8M 0.43% -404 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 2,920 $1.79M 0.71% -450 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,855 $1.75M 0.02% -163 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,851 $1.74M 0.1% +1,995 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,733 $1.73M 0.5% -39 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,827 $1.73M 0.2% -272 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,766 $1.69M 0.45% -27 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,667 $1.63M 0.36% -167 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,572 $1.57M 0.28% -87 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,350 $1.44M 0.94% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,329 $1.42M 0.42% -2,947 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,312 $1.41M 0.86% -574 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,305 $1.41M 0.04% +42 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,253 $1.38M 0.25% +64 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,229 $1.36M 0.57% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,166 $1.33M 0.79% +527 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,138 $1.31M 0.05% -136 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,119 $1.3M 0.45% -1,333 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,104 $1.29M 0.34% +80 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,973 $1.21M 0.84% +295 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,937 $1.18M 0.64% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,935 $1.18M 0.28% +4 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,906 $1.17M 0.62% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,884 $1.15M 0.3% -62 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,875 $1.15M 0.82% +1,066 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,856 $1.14M 0.23% +159 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,792 $1.1M 0.07% +371 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,707 $1.08M 0.16% -118 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,721 $1.05M 0.31% +50 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,715 $1.05M 0.19% +65 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,692 $1.04M 0.42% +376 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,668 $1.02M 0.17% -16 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,658 $1.01M 0.11% -8 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,646 $1.01M 0.31% +264 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,572 $962K 0.11% +130 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,565 $957K 0.12% +121 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,532 $937K 0.65% -376 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,504 $920K 0.85% -200 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,500 $918K 0.27% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,462 $894K 0.09% +52 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,456 $891K 0.07% +6 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,453 $889K 0.5% -994 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,451 $888K 0.68% -195 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,402 $858K 0.62% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,359 $831K 0.19% +161 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,322 $809K 0.57% -40 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,238 $757K 0.13% -36 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,223 $748K 0.11% +212 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,199 $734K 0.5% +68 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,148 $702K 0.04% -100 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,118 $684K 0.13% +546 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,110 $679K 0.14% +228 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,079 $660K 0.18% +18 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,051 $643K 0.32% +2 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,044 $639K 0.29% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,030 $630K 0.38% +54 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,014 $620K 0.12% -5 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 972 $595K 0.62% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 967 $592K 0.06% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 953 $583K 0.17% +160 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 937 $573K 0.04% +61 13F-HR Timeline Friday Financial More: the full row for Friday Financial 926 $570K 0.11% +424 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 918 $562K 0.12% +58 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 900 $551K 0.05% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 886 $542K 0.16% +101 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 873 $534K 0.43% -15 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 863 $528K 0.09% +144 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 852 $521K 0.04% +96 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 847 $518K 0.29% 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 788 $500K 0.25% -58 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 809 $495K 0.09% +92 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 814 $493K 0.22% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 802 $491K 0.06% 0 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 794 $486K 0.35% +19 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 762 $466K 0.13% -82 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 761 $466K 0.2% +14 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 758 $464K 0.08% -4,490 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 721 $441K 0.16% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 677 $415K 0.65% -893 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 676 $414K 0.14% -18 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 673 $412K 0.08% -240 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 658 $403K 0.26% +41 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 654 $400K 0.19% -65 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 635 $388K 0.01% -81 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 599 $366K 0.06% +35 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 598 $366K 0.17% +191 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 582 $356K 0.22% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 577 $353K 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 566 $346K 0.24% -17 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 565 $346K 0.04% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 561 $343K 0.04% -264 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 561 $343K 0.12% -58 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 552 $338K 0.18% +15 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 544 $333K 0.03% -192 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 543 $332K 0.02% +92 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 539 $330K 0.09% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 534 $327K 0.04% +7 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 515 $315K 0.17% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 493 $302K 0.12% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 491 $300K 0.16% +21 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 490 $300K 0.13% +16 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 477 $292K 0.19% +7 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 466 $285K 0.06% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 463 $283K 0.13% +20 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 461 $282K 0.11% -199 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 453 $277K 0.17% -24 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 453 $277K 0.14% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 447 $273K 0.21% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 442 $270K 0.07% -71 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 442 $270K 0.13% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 424 $259K 0.06% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 408 $250K 0.15% -9 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 406 $248K 0.11% +3 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 405 $248K 0.16% -10 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 384 $235K 0.02% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 374 $229K 0.22% +16 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 344 $222K 0.03% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 353 $216K 0.06% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 340 $208K 0.11% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 339 $207K 0.12% -82 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 338 $207K 0.14% -60 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 271 $166K 0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 208 $127K 0.07% +65 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 157 $96K 0.03% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 141 $86.3K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 121 $74K 0.04% +12 13F-HR Timeline