EASTERN BANK More: the full row for EASTERN BANK 1,152,859 $114M 1.74% +5,649 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,024,673 $102M 2.83% -43,309 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 700,439 $69.4M 5.76% +161,036 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 628,287 $62.3M 0.44% +13,750 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 205,255 $20.3M 2.43% -70,220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 137,487 $13.6M 1.94% -3,565 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 86,168 $8.54M 0.18% +5,831 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 82,221 $8.15M 1.41% +1,789 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 74,980 $7.43M 1.12% +937 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 71,615 $7.1M 3.21% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 55,358 $5.48M 3.55% +4,303 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 45,173 $4.48M 1.27% -7,389 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 39,681 $3.93M 0.34% +23 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 34,261 $3.39M 2.02% +1,477 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 31,989 $3.21M 0.04% -2,053 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,990 $2.18M 0.03% -100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,034 $2.08M 0.06% -2,428 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 17,945 $1.78M 1.29% +3,913 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,713 $1.45M 0.03% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 14,520 $1.44M 0.86% +110 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 14,509 $1.44M 0.37% +446 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 12,748 $1.26M 0.15% +34 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,228 $716K 0.06% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,175 $713K 0.56% -7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,006 $595K 0.02% +113 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,539 $550K 0.13% -632 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,511 $546K 0.44% -1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,717 $467K 0.05% +1,037 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4,137 $410K 0.22% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,027 $399K 0.02% -26 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,141 $311K 0.23% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,805 $278K 0.04% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,578 $255K 0.02% -14 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,049 $210K 0.07% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,092 $207K 0.08% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $204K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,731 $172K 0.02% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,654 $164K 0.01% +11 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 686 $68K 0.01% -12 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $42.6K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $36.7K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 246 $24.4K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 196 $19.4K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 132 $13.1K <0.01% -108 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $12.7K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 112 $11.1K <0.01% 0 13F-HR Timeline Group NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 74 $7.33K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 68 $6.74K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 38 $3.79K <0.01% 0 13F-HR Timeline