Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 524,114 $67.9M 0.59% +178,858 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 505,603 $65.5M 0.49% +8,600 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 390,614 $50.6M 0.68% -25,066 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 148,799 $19.3M 1.21% +21,146 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 144,234 $18.7M 0.27% -5,263 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 143,020 $18.5M 1.88% -5,274 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 140,683 $18M 0.8% -21,476 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 84,218 $10.9M 1.62% +853 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 75,349 $9.76M 3.79% -712 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73,274 $9.49M 0.07% +1,684 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 58,582 $7.59M 0.26% +3,807 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 43,307 $5.61M 0.12% +947 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 43,155 $5.59M 0.65% +1,428 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 39,940 $5.17M 0.14% +645 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 32,147 $4.16M 2.62% -116 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 29,439 $3.81M 0.24% -220 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 29,288 $3.75M 0.09% +3,176 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,771 $2.69M 0.2% -1,326 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 18,602 $2.41M 0.19% -1,047 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 17,666 $2.29M 0.79% +670 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,136 $2.22M 0.44% -2,159 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,757 $2.17M 0.26% -5 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 15,203 $1.97M 1.41% -1,189 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,981 $1.94M 0.05% +842 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 14,909 $1.93M 0.28% +559 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 14,356 $1.86M 0.15% +839 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 14,118 $1.8M 0.02% +707 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,703 $1.77M 0.15% +239 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,701 $1.52M 0.04% +266 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,988 $1.42M 0.86% -150 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9,386 $1.22M 0.12% +330 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,992 $1.16M 0.02% +6,802 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,840 $1.14M 0.18% +297 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,765 $1.13M 0.14% +2,433 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,351 $1.08M 0.19% +6,639 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,889 $1.02M 0.03% -558 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,876 $1.02M 0.2% -80 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 7,809 $1.01M 0.49% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,497 $971K 0.22% +110 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,259 $940K 0.24% -1,439 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,034 $911K 0.06% -596 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,412 $830K 0.19% +578 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,391 $828K 0.17% +12 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,106 $791K 0.12% -49 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,787 $749K 0.13% +314 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,578 $722K 0.76% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,566 $721K 0.01% +1,110 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,491 $711K 0.14% -180 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,467 $708K 0.02% -687 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,060 $655K 0.19% +70 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,879 $632K 0.17% -45 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,557 $590K 0.22% -87 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,549 $589K 0.06% +79 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,514 $584K 0.1% +175 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,513 $584K 0.14% +98 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,425 $573K 0.1% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,263 $552K 0.05% -5,817 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,153 $538K 0.21% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,152 $538K 0.2% +23 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,000 $518K 0.03% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,921 $504K 0.1% -162 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,889 $504K 0.12% +23 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,849 $498K 0.33% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,631 $470K 0.33% +273 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,665 $465K 0.26% +30 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,552 $460K 0.2% -3,404 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,529 $457K 0.03% +59 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,517 $455K 0.03% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,433 $445K 0.34% -192 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,425 $443K 0.11% +151 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,290 $426K 0.31% +1,037 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,209 $416K 0.13% +1,316 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,165 $410K 0.38% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,917 $378K 0.09% +38 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,869 $372K 0.07% +375 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,779 $360K 0.02% +763 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,740 $355K 0.21% +72 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,681 $347K 0.02% +136 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,590 $335K 0.33% -100 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,585 $335K 0.14% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,540 $329K 0.01% -89 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,534 $326K 0.15% -5 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,267 $294K 0.06% -19 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,125 $275K 0.1% -6 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,066 $268K <0.01% -265 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,048 $263K 0.05% +4 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,014 $261K 0.07% -36 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,969 $253K 0.07% -76 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,826 $236K 0.07% +276 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,733 $224K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,623 $210K 0.02% -2,147 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,621 $210K 0.08% -7,959 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,579 $204K 0.08% +53 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,560 $202K 0.02% -80 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,483 $192K 0.11% -385 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,331 $172K 0.06% +706 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,270 $164K 0.01% +1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,178 $153K 0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 991 $128K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 943 $120K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 800 $104K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 600 $78K 0.03% 13F-HR Timeline Trust Co More: the full row for Trust Co 544 $70.4K 0.01% +10 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $64.7K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 430 $54.6K 0.02% -44 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 420 $54.4K 0.01% +33 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 289 $37.4K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 283 $36.6K 0.02% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 200 $25.9K 0.02% +9 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 191 $24.7K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 167 $21.7K 0.01% +20 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 152 $19.7K <0.01% -25 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 149 $19.4K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 116 $15K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 78 $10.1K 0.01% +43 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 47 $6.09K <0.01% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 32 $4.14K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3 $389 <0.01% new 13F-HR Timeline