KWMG, LLC More: the full row for KWMG, LLC 37,595 $4.88M 0.35% +2,487 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 25,043 $3.25M 0.55% +2,024 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,434 $836K 0.03% -1,448 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 5,461 $709K 0.06% new 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,351 $695K 0.1% -40 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,943 $642K <0.01% +754 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,541 $590K 0.05% new 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,193 $545K 0.04% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,169 $412K 0.03% +386 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,833 $368K 0.03% -825 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,391 $311K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,980 $262K 0.01% -46 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,916 $249K 0.01% +10 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,818 $236K <0.01% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,731 $225K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,723 $224K 0.01% -64 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,640 $213K 0.01% -8 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,595 $207K 0.12% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 982 $128K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 524 $68.1K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 448 $58.2K <0.01% +4 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 393 $51K 0.03% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 341 $44.3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 307 $39.9K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 281 $36.5K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 271 $35.2K <0.01% -94 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 256 $33.3K 0.01% -59 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 243 $31.6K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 233 $30.3K 0.02% -244 13F-HR Timeline Trust Co More: the full row for Trust Co 176 $22.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 166 $21.6K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 156 $20.3K 0.01% -18 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 102 $13.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $13K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 99 $12.9K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 92 $11.9K <0.01% -34 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 90 $11.6K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 80 $10.4K 0.01% +21 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 70 $9.09K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $4.42K <0.01% -13 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 33 $4.29K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 32 $4.16K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 31 $4.03K <0.01% -208 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 14 $1.82K <0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 11 $1.43K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $780 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $779 <0.01% +3 13F-HR Timeline