Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,287,977 $452M 3.38% +14,900 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 821,013 $288M 1.87% +82,707 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 705,022 $248M 2.95% -2,442 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 550,741 $193M 2.66% +50,771 13F-HR Timeline Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 517,570 $182M 4.5% -33,357 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500,074 $176M 2.67% -5,703 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 466,600 $164M 2.2% -1,480 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 319,000 $112M 2.56% -150 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 258,673 $90.8M 3.99% +136,825 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 255,802 $89.8M 2.86% -8,331 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 224,134 $78.7M 1.12% +18,735 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 203,116 $71.3M 1.88% -10,292 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 196,120 $68.9M 0.49% +9,579 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 157,350 $55.3M 1.87% +6,652 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 114,571 $40.2M 1.05% +7,863 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 112,603 $39.5M 6.15% +8,919 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 112,073 $39.4M 2.24% +849 13F-HR Timeline Group Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 111,892 $39.3M 0.34% +61,860 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 107,177 $37.6M 3.45% -4,671 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 95,009 $34.2M 0.82% +15,484 13F-HR Timeline CX Institutional More: the full row for CX Institutional 92,006 $32.3M 0.88% +1,538 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 85,932 $30.2M 1.67% -1,091 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 84,676 $29.7M 0.81% +14,843 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 83,000 $29.1M 2.51% 0 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 78,606 $27.6M 14.17% +1,496 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 66,368 $23.3M 1.86% +2,403 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 66,179 $23.2M 0.65% +4,115 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 65,670 $23.1M 4.56% -1,281 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 61,022 $21.4M 0.45% +4,408 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53,866 $18.9M 1.62% +694 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 53,762 $18.9M 4.15% +1,291 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 47,817 $16.8M 1.21% +8,788 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 45,845 $16.1M 1.09% -5,163 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 42,004 $15.8M 1.82% +1,149 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,942 $15.4M 0.44% +1,303 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 36,860 $12.9M 1.07% -1,525 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 36,794 $12.9M 5.02% -1,185 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 36,185 $12.7M 0.78% +266 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35,914 $12.6M 1.26% +1,871 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 32,842 $11.5M 0.87% +28,803 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 32,598 $11.4M 1.92% +6,146 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 32,344 $11.4M 0.68% +31,377 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 31,991 $11.2M 9.93% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 31,182 $11M 0.71% -108 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 30,680 $10.8M 3.89% -9,312 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 29,705 $10.4M 2.12% +1,188 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 28,060 $9.85M 3.48% -20 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 20,538 $7.21M 0.45% +1,287 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20,356 $7.15M 0.76% -3,648 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 19,711 $6.92M 2.65% -480 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18,933 $6.65M 0.7% -5,241 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 18,789 $6.6M 0.65% +395 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 18,240 $6.41M 1.5% +2,782 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 17,884 $6.28M 1.06% +151 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 17,666 $6.2M 3.79% -24,519 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,390 $6.11M 0.66% +110 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,436 $5.77M 0.87% -84 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,372 $5.75M 1.26% -253 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 16,261 $5.71M 0.81% +1,686 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 15,673 $5.5M 3.67% -745 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 15,611 $5.48M 2.64% +4,543 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,562 $5.47M 0.54% +242 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,357 $5.4M 1.02% -3,936 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,289 $5.15M 0.23% +832 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,145 $4.97M 1.18% +29 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 13,665 $4.8M 0.56% +155 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,644 $4.79M 0.92% +30 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,492 $4.74M 2.66% +480 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 13,466 $4.73M 2.81% +15 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,704 $4.46M 0.7% -337 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 12,560 $4.41M 1.85% -2,311 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,409 $4.36M 0.49% +43 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 11,662 $4.14M 0.6% +6,546 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 11,790 $4.14M 0.27% +805 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 11,415 $4.01M 1.93% -163 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,259 $3.86M 0.05% +1,199 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 10,711 $3.76M 0.97% -58 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,708 $3.76M 0.14% +1,173 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,690 $3.75M 0.26% +289 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 10,680 $3.75M 1.57% -518 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 10,602 $3.72M 0.82% +531 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,451 $3.67M 0.65% +104 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,368 $3.64M 3.06% +49 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,936 $3.49M 0.33% -1,586 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 9,841 $3.46M 0.75% -2,869 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 9,549 $3.35M 1.07% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,072 $3.19M 0.66% -8 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,004 $3.16M 0.27% -53 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,925 $3.13M 0.96% +5,327 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,866 $3.11M 1.57% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,704 $3.06M 0.78% -162 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,695 $3.05M 1.71% -34 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 8,376 $2.94M 1.94% -816 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,200 $2.88M 0.62% -16 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,107 $2.85M 1.22% +2,134 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,036 $2.82M 0.84% +2,046 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,957 $2.79M 0.56% +238 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 7,320 $2.59M 2.41% -2,185 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,235 $2.54M 0.68% -370 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,926 $2.43M 0.14% -333 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,916 $2.43M 0.81% +945 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,829 $2.4M 0.3% -18 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,703 $2.35M 0.24% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,809 $2.34M 0.97% -5 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $2.33M 1.25% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,221 $2.18M 1% -339 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,976 $2.1M 0.34% +239 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,974 $2.1M 0.38% +238 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,948 $2.09M 0.56% +153 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,911 $2.08M 0.47% +513 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,830 $2.05M 0.81% -1,077 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,803 $2.04M 0.48% -2 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,721 $2.01M 0.57% +1,387 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,608 $1.97M 0.79% +408 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 5,578 $1.96M 1.33% -316 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,489 $1.93M 0.13% +567 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,457 $1.92M 0.28% -4,491 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,394 $1.89M 1.31% +626 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,187 $1.82M 0.64% +125 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,167 $1.81M 1.28% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,152 $1.81M 1.25% +68 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,123 $1.8M 0.52% -1,235 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,123 $1.8M 0.94% -91 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,048 $1.77M 1.27% +1,679 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,940 $1.73M 1.82% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 92,152 $1.73M 0.3% +87,403 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,903 $1.72M 1.25% -88 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 4,810 $1.69M 1.47% +827 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,804 $1.69M 0.9% +34 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,734 $1.66M 1% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,663 $1.64M 0.11% +1,063 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,536 $1.59M 0.6% -159 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,575 $1.57M 0.36% +2,756 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,464 $1.57M 1.15% +208 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,354 $1.53M 0.58% +163 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,160 $1.46M 0.28% +375 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,146 $1.46M 0.82% -25 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 4,109 $1.44M 0.34% -78 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,040 $1.42M 1.09% +1,263 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,030 $1.42M 0.38% -114 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,978 $1.4M 0.5% +3 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,973 $1.4M 0.06% +386 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,787 $1.33M 0.33% +1,737 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,751 $1.32M 1.02% +106 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,647 $1.28M 0.93% +361 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,577 $1.26M 0.44% -2,876 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,568 $1.25M 0.12% -31 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,532 $1.24M 0.15% -156 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,403 $1.2M 0.09% +179 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,364 $1.18M 0.42% -168 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,278 $1.15M 0.16% +219 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,195 $1.12M 0.67% -119 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,114 $1.09M 0.07% +301 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 3,065 $1.08M 0.48% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,071 $1.08M 0.08% -1,378 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,049 $1.07M 0.01% -863 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,041 $1.07M 0.13% -85 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,996 $1.05M 0.18% +266 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,960 $1.04M 0.11% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,934 $1.03M 0.56% -13 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,914 $1.02M 0.54% +181 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,872 $1.01M 0.18% +1,789 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,845 $999K 0.91% -91 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,819 $990K 0.59% +143 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,807 $986K 2.83% +348 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,736 $961K 0.17% +366 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,734 $960K 0.17% -107 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,731 $959K 0.05% -275 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,691 $945K 0.27% +97 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,651 $931K 0.22% +979 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,639 $927K 0.42% +286 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,607 $916K 0.16% +20 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,539 $892K 0.07% +337 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,499 $878K 0.31% +9 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,478 $870K 0.24% +22 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,474 $869K 0.2% +354 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,443 $858K 0.34% +393 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,412 $857K 0.16% +46 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,432 $854K 0.05% -205 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,411 $847K 0.22% +24 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,402 $844K 0.52% -80 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,312 $812K 0.46% +137 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,284 $802K 0.06% +109 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,290 $787K 0.16% +397 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,227 $782K 0.34% -1,532 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,140 $752K 0.28% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,082 $731K 0.37% +2 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,058 $723K 0.12% +16 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,011 $706K 0.49% -87 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,004 $704K 0.1% +2 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,987 $698K 0.08% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,955 $687K 0.25% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,813 $685K 0.22% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,864 $655K 0.5% -1,148 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,826 $641K 0.17% -74 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,707 $600K 0.12% -8 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,661 $583K 0.35% -25 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,660 $583K 0.22% -5 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,642 $577K 0.91% -407 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,636 $575K 0.06% +56 13F-HR Timeline