Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 288,186 $13.4M 6.74% +27,076 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 178,212 $8.29M 0.72% -3,196 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 107,277 $4.99M 0.04% +11,644 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 80,441 $3.74M 0.13% +3,766 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 57,809 $2.69M 0.18% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 48,237 $2.24M 1.63% +17,135 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 46,578 $2.17M 0.06% -3,217 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 45,065 $2.1M 0.03% -1,727 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 43,935 $2.04M 0.39% -35 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 40,815 $1.9M 0.12% +1,003 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 40,393 $1.88M 0.04% +89 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 39,395 $1.83M 0.3% -8,153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39,171 $1.82M 0.05% +745 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 37,169 $1.74M 0.02% +586 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,716 $1.71M 0.04% -1,025 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 35,721 $1.66M 0.86% -2,260 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 32,846 $1.53M 0.43% -44 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 31,044 $1.44M 0.45% -828 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 29,964 $1.39M 0.14% -1,000 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 27,576 $1.28M 0.26% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 25,026 $1.16M 0.45% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 24,003 $1.14M 0.03% +4,172 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 23,720 $1.1M 0.25% -959 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 23,410 $1.09M 0.01% -342 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,684 $1.05M 0.03% +874 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,307 $1.04M 0.41% -27 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21,985 $1.02M 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,247 $988K 0.03% -691 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,944 $974K 0.04% +521 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 20,762 $966K 0.14% +3,071 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,616 $959K 0.09% +13 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,173 $938K 0.21% -307 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $860K 0.31% 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 18,339 $853K 0.07% -695 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 14,895 $693K 0.49% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 14,441 $672K 0.25% -668 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,035 $653K 0.06% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13,923 $648K 0.01% +9,038 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13,245 $616K 0.05% -32 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,674 $554K 0.26% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,349 $528K 0.18% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,587 $492K 0.07% -165 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,172 $473K 0.03% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9,284 $432K 0.26% +505 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,684 $404K 0.01% +1,448 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,371 $389K 0.08% +3 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,102 $377K 0.03% +3,077 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,933 $369K 0.02% -137 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 7,595 $353K 0.22% -225 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 7,458 $347K 0.03% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,411 $345K 0.07% -64 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,411 $345K 0.13% +7 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 7,363 $342K 0.18% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 6,910 $321K 0.1% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,832 $318K 0.03% -215 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,213 $289K 0.05% +20 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,191 $288K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,005 $279K 0.02% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 5,933 $276K 0.15% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,885 $274K 0.01% -233 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,839 $272K 0.07% +11 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,758 $268K 0.05% -2,551 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,627 $262K 0.19% -143 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,208 $242K 0.01% +258 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,969 $231K 0.18% +9 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,895 $228K 0.07% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,894 $228K 0.18% +497 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,800 $223K 0.13% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,487 $212K 0.01% -588 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,402 $205K 0.15% -536 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,786 $176K 0.05% +237 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,467 $161K 0.01% +666 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,819 $131K 0.07% -1,854 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,738 $127K 0.08% +2,620 13F-HR Timeline Trust Co More: the full row for Trust Co 2,350 $109K 0.01% +270 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $93K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,800 $83.7K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,661 $77.3K 0.03% +2 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,650 $76.7K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,180 $54.9K 0.01% -6,861 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 996 $46.3K <0.01% -452 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 947 $44K 0.02% 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 915 $42.6K 0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 720 $33.5K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 615 $28.6K 0.02% +109 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $27.9K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 486 $22.6K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 199 $9.26K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 183 $8.51K 0.01% 0 13F-HR Timeline