Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 2,064,415 $336M 4.63% +131,454 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 1,165,929 $190M 1.66% -113,340 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 181,963 $29.7M 3.55% +20,339 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 136,395 $22M 0.31% +28,262 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 99,711 $15.2M 0.02% +1,989 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 91,361 $14.8M 0.58% +10,085 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 67,214 $10.9M 0.29% -4,606 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 21,526 $3.48M 1.95% -26 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 17,412 $2.81M 1.12% -165 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,223 $1.97M 0.01% +341 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,271 $1.84M 0.16% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,797 $1.74M 0.04% +980 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 9,792 $1.58M 1.54% +105 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,210 $1.49M 0.04% +153 13F-HR Timeline TLWM More: the full row for TLWM 9,203 $1.49M 0.24% -76 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,433 $1.38M 0.02% -159 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,025 $1.15M 0.1% -238 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,941 $1.12M 0.04% -550 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,690 $1.08M 0.09% +348 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,490 $1.05M 0.03% +137 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,402 $1.02M 0.02% +1,200 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,713 $922K 0.16% +400 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,706 $921K 0.09% -70 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,473 $891K 0.49% 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,333 $861K 0.62% +56 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,393 $709K 0.14% -144 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,020 $638K 0.02% +276 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,945 $637K 0.22% +611 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,706 $598K 0.48% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,559 $580K 0.01% -49 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,344 $540K 0.38% +126 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,149 $508K 0.11% +288 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,896 $468K 0.06% +30 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,755 $445K <0.01% +1,151 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,347 $379K 0.05% +67 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,204 $356K 0.04% -60 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,129 $344K 0.06% +78 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,062 $333K 0.02% -36 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,036 $329K 0.01% +556 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,022 $326K 0.07% -221 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,016 $326K 0.01% +218 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,987 $321K 0.01% -420 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 1,930 $312K 0.03% -383 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,890 $305K 0.04% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,857 $300K 0.08% +70 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,724 $278K 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,696 $274K 0.01% -1,771 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,622 $262K 0.04% -23 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,589 $259K 0.02% -177 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,541 $249K 0.05% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,527 $245K <0.01% +53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,445 $233K 0.02% 0 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,318 $213K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,277 $206K 0.04% -80 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,266 $204K 0.12% +30 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,092 $176K <0.01% -5,000 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 606 $97.9K 0.02% -36 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 596 $96.2K 0.01% -119 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 465 $75.1K <0.01% -54 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 384 $62K 0.03% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 374 $60.4K <0.01% 0 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 235 $37.9K 0.03% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 192 $31K 0.02% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 163 $26.3K 0.01% +26 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 151 $24.4K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 150 $24.2K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 111 $17.9K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 96 $15.5K 0.01% +30 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 88 $14.2K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 84 $13.6K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 75 $12.2K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 66 $10.7K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 44 $7.18K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40 $6K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 36 $5.81K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $2.42K <0.01% -22 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $2.26K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13 $2.1K <0.01% +6 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12 $1.94K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $1.59K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $807 <0.01% 0 13F-HR Timeline