EASTERN BANK More: the full row for EASTERN BANK 45,566 $48.2M 0.73% +936 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 43,823 $46.4M 0.35% +800 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 41,383 $43.8M 0.23% +290 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 33,758 $35.7M 1.37% +1,063 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 33,276 $35.2M 0.42% -71 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 26,965 $28.5M 0.77% -304 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 21,064 $22.4M 0.53% +201 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 18,507 $19.6M 0.51% +1,152 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 15,960 $16.9M 2.84% -636 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,586 $16.5M 0.44% -964 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 15,002 $15.9M 0.85% -329 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 14,821 $15.7M 0.3% +1,491 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 13,312 $14.1M 1.41% +477 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 12,247 $13M 1.74% -639 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 10,500 $11.1M 2.1% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,261 $10.9M 0.77% -147 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 8,613 $9.12M 0.79% -130 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,999 $7.41M 0.5% -50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,912 $6.26M 0.04% +1,526 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,712 $6.04M 0.7% +68 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,663 $5.99M 0.2% +282 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,336 $5.65M 0.42% +152 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,049 $5.34M 0.12% +318 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,516 $4.78M 0.41% -222 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,181 $4.42M 0.12% -12 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,142 $4.38M 0.8% +55 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 3,473 $3.68M 0.62% -69 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,351 $3.55M 1.25% -1 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,317 $3.51M 0.22% +94 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,286 $3.48M 0.37% -317 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,834 $3M 0.08% -522 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,808 $2.97M 0.65% +2,259 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,680 $2.84M 0.16% +3 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,668 $2.82M 0.06% +49 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,616 $2.79M 0.07% +110 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,374 $2.51M 1.95% -18 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,307 $2.44M 0.48% -130 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,200 $2.33M 1.5% -45 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,179 $2.31M 0.68% -7 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,023 $2.14M 0.38% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,975 $2.09M 1.29% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,730 $1.83M 0.28% -5 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,722 $1.82M 0.37% +190 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,699 $1.8M 0.03% +121 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,636 $1.73M 0.12% -21 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,513 $1.6M 0.38% +24 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,496 $1.58M 0.7% -5 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,380 $1.46M 0.32% -599 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,374 $1.45M 0.11% -44 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,356 $1.44M 0.54% -42 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,312 $1.39M 0.13% -83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,295 $1.37M 0.09% -65 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,270 $1.34M 0.08% +43 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,231 $1.3M 0.23% -76 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,114 $1.18M 0.23% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,092 $1.16M 0.3% +7 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,039 $1.11M 0.46% +14 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 932 $986K 0.18% +22 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 930 $984K 0.66% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 900 $953K 0.07% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 837 $886K 0.02% +204 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 790 $836K 0.55% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 781 $827K 0.59% +35 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 768 $822K 0.01% +222 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 764 $809K 0.62% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 712 $753K 0.11% -3 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 671 $710K 0.17% +18 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 610 $646K 0.08% +91 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 610 $646K 0.33% +32 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 589 $628K 0.03% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 589 $623K 0.14% -52 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 545 $577K 0.18% +115 13F-HR Timeline Trust Co More: the full row for Trust Co 539 $570K 0.05% +15 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 535 $566K 0.14% +1 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 533 $564K 0.24% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 532 $563K 0.34% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 510 $540K 0.05% +66 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 452 $478K 0.01% 0 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 437 $464K 0.2% +18 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 436 $461K 0.05% -77 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 431 $459K 0.09% -13 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 432 $457K 0.04% +41 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 429 $454K 0.21% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 422 $447K 0.25% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 421 $446K 0.28% -15 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 411 $435K 0.05% +6 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 400 $423K 0.05% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 392 $415K 0.08% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 380 $402K 0.08% +9 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 363 $384K 0.1% +7 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 362 $383K 0.01% -47 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 359 $380K 0.02% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 354 $375K 0.01% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 350 $370K 0.03% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 348 $368K 0.11% -31 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 347 $367K 0.04% -20 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 344 $364K 0.08% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 339 $359K 0.06% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 334 $353K 0.06% -5 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 324 $343K 0.33% 0 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 318 $337K 0.03% 0 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 312 $330K 0.09% -3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 300 $317K 0.13% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 300 $317K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 298 $315K 0.14% +90 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 293 $310K 0.1% -12 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 291 $308K 0.03% -1 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 290 $307K 0.22% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 288 $305K 0.03% -280 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 279 $295K 0.18% -9 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 279 $295K 0.2% +31 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 269 $285K 0.1% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 261 $276K 0.02% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 254 $269K <0.01% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 245 $259K 0.1% -13 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 242 $256K 0.05% -12 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 237 $251K 0.13% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 233 $247K 0.13% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 232 $246K 0.04% +15 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 231 $244K 0.09% +2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 219 $232K 0.04% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 216 $229K 0.04% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 211 $223K 0.2% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 203 $215K 0.02% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 200 $212K 0.02% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 200 $212K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 198 $209K <0.01% new 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 198 $209K 0.02% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 99 $105K 0.02% -11 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 75 $79.4K 0.05% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 67 $70.9K 0.06% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 66 $69.8K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 57 $60.3K 0.02% +9 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 49 $52.1K 0.03% +5 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 43 $45.5K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 41 $43.4K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 41 $43.4K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 28 $29.6K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 26 $27.7K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $14.8K <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. 8 $8.47K <0.01% 0 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 7 $7.41K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $5.29K <0.01% +2 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5 $5.29K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $3.17K <0.01% 0 13F-HR Timeline