Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 3,097,205 $333M 2.91% -200,673 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,568,413 $169M 2.01% +6,185 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,166,906 $126M 0.94% +15,900 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,007,510 $108M 1.49% +92,690 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 820,548 $88.3M 1.48% -21,239 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 717,564 $77.2M 2.1% -12,336 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 496,901 $53.5M 2.75% -9,681 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 487,946 $52.5M 3.48% -9,037 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 482,011 $51.9M 1.37% -28,607 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 367,942 $39.6M 2.25% -6,695 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 226,031 $26M 1.16% +284 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 224,215 $24.1M 0.16% -7,189 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 219,578 $23.6M 1.66% -5,803 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 218,003 $23.5M 0.9% +201,150 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 211,852 $22.8M 0.16% +9,132 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 206,832 $22.3M 2.22% -1,691 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 167,774 $18.1M 3.58% -4,226 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 161,601 $17.4M 0.25% -22,461 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 152,508 $16.4M 1.67% -3,130 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 143,105 $15.4M 0.52% +690 13F-HR Timeline CX Institutional More: the full row for CX Institutional 139,197 $15M 0.41% +6,645 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 122,898 $13.2M 2.24% -1,460 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 119,831 $12.9M 0.17% -7,473 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 100,507 $10.8M 0.28% -1,125 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 88,400 $9.51M 3.09% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 83,187 $8.95M 3.21% -2,711 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 82,380 $8.87M 0.77% -3,430 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 74,375 $8.54M 0.2% +20,265 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 77,874 $8.38M 0.72% +150 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 73,980 $7.96M 0.22% +11 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 73,935 $7.96M 0.86% +500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 71,103 $7.65M 0.16% -1,771 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69,270 $7.46M 0.21% -6,654 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 67,116 $7.22M 2.72% -502 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 65,406 $7.04M 0.52% -1,274 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 62,661 $6.74M 1.4% -800 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 61,369 $6.61M 2.4% -5,339 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 60,000 $6.46M 1.22% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 52,207 $5.62M 0.25% -67,874 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 46,221 $4.97M 2.04% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 45,871 $4.94M 0.51% +4,157 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 44,577 $4.8M 0.45% -1,863 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAWOOD & CO More: the full row for LAWOOD & CO 44,499 $4.79M 3.31% -735 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 43,025 $4.63M 0.49% -9,394 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 38,735 $4.17M 0.26% +217 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 37,981 $4.09M 0.62% -74 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 33,983 $3.99M 0.05% +2,569 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 35,687 $3.84M 0.06% +10 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,307 $3.8M 1.44% +318 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 34,167 $3.68M 0.2% -359 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 30,624 $3.6M 2.39% +951 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 33,017 $3.59M 1.08% -155 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 32,247 $3.47M 0.29% -4,398 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 30,421 $3.27M 0.38% +3,159 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 28,314 $3.05M 1.56% -672 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 27,260 $2.93M 2.08% -270 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 26,814 $2.89M 0.22% -2,185 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 26,603 $2.86M 0.85% +9 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 25,843 $2.78M 1.75% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,810 $2.78M 0.22% -1,090 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 25,778 $2.77M 0.4% +112 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 25,703 $2.77M 1.65% -1,604 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 25,662 $2.76M 0.2% -862 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 24,238 $2.61M 0.46% +6,863 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 23,071 $2.48M 0.43% -177 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22,937 $2.47M 0.21% -282 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,869 $2.35M 0.15% -178 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21,478 $2.31M 0.23% -395 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,328 $2.19M 0.58% -38 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 19,335 $2.1M 1.17% -995 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 18,705 $2.01M 0.43% -245 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 18,528 $1.99M 0.38% -644 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 18,055 $1.94M 0.77% -251 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17,824 $1.92M 0.2% -500 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 17,096 $1.84M 0.38% -84 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 16,758 $1.8M 1.29% -849 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 16,431 $1.77M 0.41% new 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 15,905 $1.71M 0.04% -185 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,727 $1.69M 0.11% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 15,123 $1.63M 0.2% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 14,819 $1.59M 0.24% -1,388 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,367 $1.55M 0.55% -1,629 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,290 $1.54M 0.39% -160 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 14,099 $1.52M 1% -513 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,871 $1.49M 0.33% +584 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 13,775 $1.48M 0.33% +384 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,280 $1.43M 0.33% -491 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,209 $1.42M 0.77% +5 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 13,183 $1.42M 0.85% -317 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,850 $1.38M 0.72% -401 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 12,650 $1.36M 0.82% new 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 12,362 $1.33M 0.27% +428 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,281 $1.32M 0.3% +413 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,102 $1.3M 0.2% +4,136 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,945 $1.29M 0.02% -172 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,606 $1.25M 0.15% +326 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 11,340 $1.22M 1.19% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 11,140 $1.2M 0.05% +345 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,082 $1.19M 0.81% +271 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,864 $1.17M 1.85% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,550 $1.15M 0.48% +131 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,580 $1.14M 0.63% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 10,567 $1.14M 0.59% -2,165 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 10,457 $1.13M 0.18% +38 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,353 $1.11M 0.47% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 10,107 $1.09M 0.35% +774 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 9,755 $1.05M 0.69% -100 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 9,700 $1.04M 0.74% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 9,596 $1.03M 0.72% -279 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,495 $1.02M 0.38% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,408 $1.01M 0.27% +1,131 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,343 $1.01M 0.69% -220 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,123 $982K 0.07% -496 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,064 $976K 0.25% -457 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,920 $960K 0.19% -61 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,917 $960K 0.41% +372 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,388 $946K 0.19% -401 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,705 $937K 0.17% -22 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,179 $880K 0.54% -146 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 8,134 $875K 0.37% -226 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,058 $867K 0.75% -100 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,897 $850K 0.07% +712 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 7,881 $848K 0.5% +495 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,773 $837K 0.24% -9,069 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,714 $830K 0.29% -26 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,568 $815K 0.1% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,431 $800K 0.16% -862 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,332 $789K 0.05% +1,226 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,313 $787K 0.14% +621 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,209 $776K 0.09% +8 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,127 $767K 0.46% -50 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,120 $766K 0.05% +3 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,030 $757K 0.15% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,002 $754K 0.17% -270 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,670 $718K 0.16% +8 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,591 $709K 0.21% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,580 $708K 0.25% -272 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,536 $703K 0.15% +17 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,885 $691K 0.22% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,068 $681K 0.2% +592 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 6,287 $677K 0.62% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 6,017 $648K 0.26% +90 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,006 $646K 0.15% +264 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,936 $639K 0.49% +4 13F-HR Timeline Trust Co More: the full row for Trust Co 5,803 $625K 0.05% -46 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 5,279 $568K 1.63% -338 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,205 $560K 0.04% +503 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,120 $551K 0.18% -185 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,024 $541K 0.37% +717 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,514 $532K 0.1% -322 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,927 $530K 0.38% +729 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,667 $526K 0.24% +20 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,823 $519K 0.17% +1,380 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,823 $519K 0.09% +170 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,765 $513K 0.18% -457 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,765 $513K 0.18% -130 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,718 $508K 0.05% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,702 $506K 0.03% -113 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,676 $503K 0.12% +356 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,636 $499K 0.05% -391 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,570 $492K 0.22% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,277 $460K 0.11% +8 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,200 $452K 0.25% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 4,109 $442K 0.01% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,984 $433K 0.28% -217 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,995 $430K 0.03% +600 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,864 $416K 0.04% -1 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,834 $412K 0.07% -26 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,806 $410K 0.16% +78 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,740 $403K 0.11% +375 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,629 $391K 0.21% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,591 $391K 0.08% +374 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,474 $374K 0.06% +50 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,463 $373K 0.14% -14,474 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,410 $367K 0.1% -210 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,395 $365K 0.1% +7 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,366 $362K 0.28% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,257 $351K 0.03% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,144 $338K 0.2% +100 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,102 $334K 0.09% -133 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,046 $328K 0.28% -12,822 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,009 $324K 0.15% +27 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,916 $314K 0.13% -89 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,910 $313K 0.18% +200 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,841 $306K 0.03% +79 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,770 $298K 0.04% +593 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,704 $291K 0.1% -91 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,659 $286K 0.05% +904 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 2,500 $267K 0.01% -3,000 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,459 $265K 0.16% +47 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,454 $264K 0.03% +1 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,440 $263K 0.18% -9,286 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,428 $261K 0.03% -187 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,355 $253K 0.04% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,349 $253K 0.15% +124 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,310 $249K 0.04% +74 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,235 $241K 0.09% -31 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,937 $217K 0.11% +4 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 2,016 $217K 0.07% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,003 $216K 0.05% new 13F-HR Timeline