CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 201,044 $183M 1.19% -7,807 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 133,430 $121M 19.92% -1,841 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 131,066 $119M 0.89% +1,800 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 72,244 $65.8M 0.88% -562 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 57,161 $52M 15.83% -42 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 45,120 $41.1M 4.43% -1,614 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 41,507 $37.8M 2.38% -605 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 33,963 $31M 5.44% -248 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 33,235 $30.3M 0.82% -3,516 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,263 $29.4M 0.21% +4,727 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 28,115 $25.6M 0.37% +530 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 27,208 $24.8M 1.68% -3,163 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 25,737 $23.4M 2.43% +317 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 23,969 $21.8M 3.67% -632 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 23,824 $21.7M 1.87% +140 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20,747 $18.9M 0.23% -946 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 19,363 $17.6M 1.05% -75 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 19,307 $17.6M 1.61% -2,007 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 18,617 $16.9M 0.26% -50 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,383 $14M 0.37% -515 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 13,201 $12M 5.68% +108 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,191 $12M 2.94% +554 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 13,078 $11.9M 1.7% -102 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 13,073 $11.9M 2.35% -218 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,350 $11.2M 0.38% -413 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,823 $10.8M 0.76% -540 13F-HR Timeline Group Defender Capital, LLC. More: the full row for Defender Capital, LLC. 11,555 $10.5M 3.3% +55 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,546 $9.6M 0.25% +180 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,530 $8.68M 1.05% +9 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,426 $8.58M 3.12% -230 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 9,350 $8.51M 1.87% -606 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,922 $8.12M 0.45% +325 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,735 $7.95M 0.17% -446 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 8,728 $7.95M 0.6% -129 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,726 $7.94M 0.74% -1,505 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,303 $7.56M 0.17% +100 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,851 $7.44M 0.18% +972 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,047 $7.33M 0.28% +4 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 7,838 $7.14M 2.77% -169 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,619 $6.94M 1.05% -30 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,380 $6.72M 0.67% -26 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,152 $6.51M 0.18% +266 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,114 $5.57M 0.63% -25 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,655 $5.15M 0.39% -428 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,476 $4.98M 0.58% +110 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,453 $4.96M 0.33% +633 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,371 $4.89M 1.06% -64 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 5,306 $4.83M 0.4% +1,108 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 5,096 $4.8M 0.06% +595 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,224 $4.76M 0.14% +107 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,948 $4.5M 1.7% -12 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,830 $4.4M 1.16% -1 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 4,703 $4.28M 0.99% -788 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,682 $4.26M 0.46% -520 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,592 $4.18M 0.12% +374 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,252 $3.87M 3.01% +8 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,232 $3.85M 0.24% -465 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 4,143 $3.77M 3.28% -37 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,101 $3.73M 1.48% -270 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,096 $3.73M 0.3% -112 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,001 $3.64M 2.2% +356 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 3,976 $3.62M 1.94% -48 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 3,705 $3.41M 1.52% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,661 $3.33M 0.04% -392 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,624 $3.3M 1.28% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,605 $3.28M 0.87% -7 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,453 $3.23M 0.61% -272 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,467 $3.16M 0.96% +2,963 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,374 $3.08M 2.87% +156 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,249 $2.96M 0.59% -52 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,196 $2.91M 0.31% -601 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,858 $2.6M 0.26% -4 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,470 $2.25M 0.07% -10 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,427 $2.21M 0.84% -40 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,347 $2.14M 0.31% +153 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,335 $2.13M 0.76% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,235 $2.03M 0.34% +124 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,146 $1.95M 1.17% -8 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,134 $1.94M 0.18% -151 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,097 $1.91M 1.35% +536 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,079 $1.89M 0.13% -22 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,043 $1.86M 0.96% +4 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,993 $1.81M 0.54% -8 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,957 $1.78M 1.64% -2 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,926 $1.75M 1.01% +67 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,897 $1.73M 0.74% +68 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,794 $1.7M 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,834 $1.67M 0.07% +8 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,822 $1.66M 0.69% +10 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,811 $1.65M 0.15% -1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,748 $1.59M 0.36% -13 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,699 $1.55M 0.54% -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 1,653 $1.5M 0.13% -50 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,648 $1.5M 0.89% -314 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,552 $1.42M 0.59% +11 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,549 $1.41M 0.07% +169 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,542 $1.4M 0.75% -50 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,520 $1.38M 0.83% -15 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,498 $1.36M 0.27% +36 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,445 $1.32M 0.71% -8 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,361 $1.24M 0.35% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,297 $1.18M 0.1% -274 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,286 $1.17M 0.41% +39 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,250 $1.14M 0.79% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,236 $1.13M 0.14% -238 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,236 $1.13M 0.13% +179 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,211 $1.1M 0.07% +77 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,199 $1.09M 0.09% +48 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,160 $1.06M 0.81% -4 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,150 $1.05M 0.37% +12 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,142 $1.04M 0.68% +20 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,126 $1.03M 0.63% -25 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 1,113 $1.01M 0.74% +4 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,111 $1.01M 0.85% -36 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,087 $989K 0.31% -26 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,071 $975K 0.09% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,059 $964K 0.06% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,048 $954K 0.05% +42 13F-HR Timeline Group Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,043 $950K 0.53% +1 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,012 $921K 0.65% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,004 $914K 0.1% -1 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,001 $911K 0.42% -49 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 982 $898K 0.27% +26 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 979 $891K 0.06% -23 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 978 $890K 0.11% -28 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 972 $885K 0.23% +20 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 957 $871K 0.22% -8 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 957 $871K 0.07% -49 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 944 $859K 0.23% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 931 $848K 0.13% -7 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 905 $824K 0.46% -31 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 903 $822K 0.37% +288 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 901 $820K 0.6% -22 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 872 $794K 0.03% -80 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 866 $788K 0.16% -10 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 852 $776K 0.14% -123 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 825 $751K 0.46% -1 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 815 $742K 0.29% -70 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 809 $737K 0.16% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 784 $713K 0.2% -45 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 781 $711K 0.19% +12 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 775 $706K 0.38% -2 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 769 $700K 0.15% -69 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 763 $695K 0.05% -34 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 745 $678K 0.05% -66 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 741 $674K 0.16% -124 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 729 $664K 0.12% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 717 $653K 0.13% -11 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 691 $638K 0.29% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 679 $618K 0.41% -8 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 677 $616K 0.24% +3 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 666 $609K 0.39% +8 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 667 $607K 0.14% -63 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 666 $607K 0.31% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 666 $607K 0.07% -36 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 657 $598K 0.03% -55 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 635 $578K 0.4% +140 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 622 $566K 0.15% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 588 $535K 0.2% +1 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 587 $534K 0.1% +2 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 572 $520K 0.11% +241 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 571 $520K 0.08% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 549 $500K 0.12% +2 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 542 $493K 0.2% +21 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 537 $489K 0.27% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 534 $486K 0.16% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 534 $486K 0.13% -188 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 507 $474K 0.15% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 508 $462K 0.08% +45 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 490 $452K 0.09% -2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 486 $442K 0.08% +14 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 474 $432K 0.03% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 440 $401K 0.24% -5 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 440 $401K 0.16% -62 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 438 $399K 0.24% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 401 $365K 0.15% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 400 $364K 0.2% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 397 $361K 0.38% +112 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 393 $358K 0.13% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 386 $351K 0.16% -27 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 373 $340K 0.2% -9 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 368 $335K 0.07% -112 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 352 $330K 0.14% +3 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 353 $321K 0.08% -3 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 327 $301K 0.09% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 328 $299K 0.2% -38 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 328 $298K 0.06% -2 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 320 $291K 0.05% +2 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 309 $291K 0.03% -2 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 317 $289K 0.09% -21 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 316 $288K 0.18% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 314 $286K 0.02% -48 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 313 $285K 0.11% +13 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 310 $283K 0.2% +78 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 307 $280K 0.1% +1 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 307 $279K 0.03% -76 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 295 $278K 0.19% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 303 $276K 0.03% +2 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 300 $273K 0.03% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 280 $255K 0.09% +47 13F-HR Timeline