Coastline Trust Co More: the full row for Coastline Trust Co 181,092 $17.6M 1.65% +1,007 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 92,988 $9.06M 0.1% +731 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 79,168 $7.72M 2.77% +2,610 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 64,407 $6.28M 0.18% +1,255 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,617 $5.32M 0.01% +10,071 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,890 $2.91M 0.02% -6,452 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,812 $2.81M 0.11% +750 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 25,808 $2.52M 0.3% +3,583 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 23,124 $2.25M 0.41% -1,721 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,806 $2.03M 0.39% -281 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 19,963 $1.95M 0.17% +2,023 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 19,434 $1.89M 0.22% -247 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 13,217 $1.29M 0.87% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,770 $1.24M 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,572 $1.23M 0.03% -806 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,897 $1.06M 0.01% -1,615 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,792 $1.05M 0.03% -430 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,275 $1M 0.23% +1,700 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,756 $951K 0.19% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,228 $899K 0.02% -14 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 7,989 $779K 0.57% +9 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,865 $767K 0.02% +2,846 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,337 $715K 0.02% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,416 $430K 0.13% -104 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,292 $418K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,256 $415K 0.11% +868 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,194 $409K 0.01% +268 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,017 $391K 0.01% +864 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,991 $389K 0.02% -426 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,788 $369K 0.06% -547 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 3,750 $365K 0.16% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,525 $344K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,381 $330K 0.02% +92 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,905 $283K 0.22% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,815 $274K 0.01% -103 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,500 $244K 0.04% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,101 $205K 0.08% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,639 $160K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,500 $146K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,480 $144K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 679 $66.2K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 650 $63.3K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 505 $49K 0.02% 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 437 $42.6K 0.01% +32 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 355 $34.6K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 337 $32.8K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 236 $23K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 154 $15K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 60 $5.85K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 36 $3.51K <0.01% new 13F-HR Timeline