Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 515,000 $24M 0.33% -110,000 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 408,721 $19M 0.85% +10,528 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 263,037 $12.2M 4.41% +6,091 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 242,457 $11.3M 0.75% +3,245 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 237,653 $11M 0.95% -8,519 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 185,386 $8.62M 2.11% -3,177 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 119,394 $5.55M 0.15% -2,151 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 100,007 $4.65M 0.03% +13,035 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 90,968 $4.2M 1.26% +17,281 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 83,121 $3.86M 0.85% +2,385 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 48,706 $2.26M 0.06% +38,230 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 46,445 $2.16M 0.22% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 41,975 $1.95M 0.4% +4,927 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 33,643 $1.56M 0.98% +367 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 32,885 $1.53M 1.02% +201 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 30,682 $1.43M 0.49% -42 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 28,895 $1.34M 1.31% -50 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 27,109 $1.26M 0.38% -304 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 25,027 $1.16M 0.1% -474 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 23,003 $1.07M 0.08% +25 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 19,411 $902K 0.14% +100 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 17,795 $827K 0.7% +144 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 16,795 $781K 0.16% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 16,235 $755K 0.54% +1,719 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 14,529 $675K 0.02% -160,134 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,185 $659K 0.14% +48 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 13,973 $649K 0.04% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 12,950 $596K 0.12% -37 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,772 $594K 0.01% +1,222 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,561 $537K 0.08% -1,109 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,112 $518K 0.01% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 11,059 $514K 0.06% -990 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,140 $471K 0.23% +192 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,702 $451K 0.01% +630 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,545 $444K 0.01% +336 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,514 $442K 0.03% -247 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 9,022 $419K 0.04% -147 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,895 $414K 0.32% +28 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,552 $392K <0.01% +321 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,123 $378K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,267 $338K 0.01% -170 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,826 $317K <0.01% -91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,646 $310K 0.03% -644 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,078 $283K 0.01% +4,963 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,900 $274K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,735 $267K 0.01% +139 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,997 $232K 0.13% 0 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,500 $209K 0.15% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,411 $205K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,627 $169K 0.48% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,605 $168K 0.01% +549 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,062 $142K 0.03% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3,000 $139K 0.07% +2,978 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,800 $130K 0.01% -1,000 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,706 $126K 0.02% -60 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,502 $116K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,004 $93.2K 0.03% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,776 $82.6K 0.01% +165 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,362 $63.3K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,100 $50.9K 0.03% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 889 $41.3K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 786 $36.5K 0.02% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 600 $28K <0.01% +300 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 536 $24.9K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 502 $23.3K 0.02% -20 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 298 $13.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 185 $8.6K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 178 $8.28K 0.01% 0 13F-HR Timeline