CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,235,195 $425M 2.75% +215,004 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,228,522 $423M 5.04% +7,062 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,117,244 $384M 5.28% +103,455 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 764,443 $263M 1.97% +8,800 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 736,569 $253M 3.85% -12,497 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 655,139 $225M 3.03% +26,063 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 650,430 $224M 9.84% +149,153 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 609,347 $210M 6.68% -23,043 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 560,874 $193M 1.68% -126,288 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 396,629 $136M 5.22% -11,139 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 370,200 $127M 10.97% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 331,413 $114M 0.81% +24,731 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 314,208 $108M 11.67% -6,370 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 307,211 $106M 2.87% -8,783 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 297,234 $102M 2.68% +26,527 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 264,010 $90.8M 2.4% -15,344 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 230,035 $79.2M 5.37% -18,191 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 221,630 $76.3M 1.74% -1,572 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 210,063 $72.3M 6.62% -11,712 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 191,922 $66M 1.39% +4,100 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 189,985 $65.4M 2.21% +15,879 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 187,730 $64.6M 5.6% +983 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 176,771 $60.8M 6.3% -6,345 13F-HR Timeline Neumann Advisory Hong Kong Ltd More: the full row for Neumann Advisory Hong Kong Ltd 170,739 $58.7M 18.69% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 163,780 $56.4M 5.26% -8,324 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 159,467 $55.5M 1.33% +13,102 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 154,116 $52.9M 9.28% +2,431 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 150,376 $51.7M 0.69% -6,448 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 141,317 $48.6M 3.07% -2,423 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 126,190 $43.4M 2.88% -1,894 13F-HR Timeline CX Institutional More: the full row for CX Institutional 116,471 $40.1M 1.09% -13,657 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 111,550 $38.4M 2.12% -989 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 101,410 $34.9M 0.5% +5,484 13F-HR Timeline Group HWG Holdings LP More: the full row for HWG Holdings LP 101,258 $34.8M 8.03% -4,774 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 97,936 $33.7M 2.01% +10,695 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 97,826 $33.7M 1.91% +953 13F-HR Timeline Group Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 95,464 $32.8M 15.09% -3,018 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 90,221 $31M 4.43% -1,077 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 81,217 $27.9M 2.41% -163 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 80,894 $27.8M 2.78% -126 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 80,432 $27.7M 2% +1,416 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 78,000 $26.8M 5.07% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 73,928 $25.4M 4.28% -1,997 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 70,847 $24.4M 2.95% -1,308 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65,739 $22.6M 1.59% -2,133 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 65,397 $22.5M 2.11% -3,277 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 64,015 $22M 0.61% +4,835 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 63,730 $21.9M 1.75% +26 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 62,686 $21.6M 3.21% +442 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 62,161 $21.4M 2.28% -650 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 59,294 $20.4M 7.37% -16,722 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 57,640 $20.2M 0.26% +4,971 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 57,766 $19.9M 10.31% -987 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 57,592 $19.8M 2.31% +1,597 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 54,204 $18.7M 6.59% -574 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 53,727 $18.5M 1.39% +767 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 52,673 $18.1M 3.06% -7,479 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 52,536 $18.1M 1.36% -2,517 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 50,152 $17.3M 1.08% +267 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 49,872 $17.2M 1.42% +4,625 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47,986 $16.7M 0.75% -157 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 48,279 $16.6M 1.02% +1,308 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 47,702 $16.4M 4.02% +5,523 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 44,931 $15.5M 1.14% +1,299 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 43,974 $15.1M 1.59% -986 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 42,790 $14.7M 1.46% -1,477 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 40,938 $14.1M 2.13% -123 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 38,793 $13.3M 2.88% -1,891 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 38,273 $13.2M 4.57% +119 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 36,397 $12.5M 6.43% +1,950 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 36,343 $12.5M 7.01% -264 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 35,904 $12.4M 2.37% +277 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,003 $12M 0.35% -33 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 34,613 $11.9M 0.77% +2,096 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 34,027 $11.7M 1.32% -27 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 33,490 $11.5M 5.54% -2,863 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 31,912 $11M 0.44% -86 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 30,059 $10.3M 3.24% +50 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 29,654 $10.2M 7.82% -849 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 28,119 $9.7M 9.03% -124 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 27,739 $9.54M 2.15% +565 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 27,607 $9.5M 0.49% +3,151 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 26,746 $9.2M 2.02% +1,993 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 26,539 $9.13M 0.33% +150 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 26,239 $9.03M 3.89% +44 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 25,638 $8.82M 3.25% +6 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 25,155 $8.66M 2.63% -210 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 24,776 $8.53M 1.7% +301 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 24,255 $8.35M 0.75% -50 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,089 $8.29M 0.71% -211 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 23,786 $8.18M 1.71% +617 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 22,360 $7.69M 0.64% +4,700 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 22,028 $7.58M 4.51% +27 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 21,819 $7.51M 6.52% +259 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 21,105 $7.26M 6.42% -6,862 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 20,590 $7.08M 1.99% -1,325 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 20,460 $7.04M 0.7% -21 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 20,435 $7.02M 1.01% +10 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,362 $7.01M 0.53% -5,107 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 20,315 $6.99M 2.86% -87 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 19,903 $6.85M 2.28% +1,209 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 19,864 $6.83M 3.15% -573 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 19,827 $6.82M 1.18% +457 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 18,740 $6.45M 3.9% -1,153 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 18,581 $6.39M 3.08% -644 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 18,450 $6.35M 2.55% -1,717 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18,188 $6.26M 4.81% +102 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 17,471 $6.01M 0.52% +385 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 17,310 $5.96M 1.6% +229 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 16,836 $5.79M 3.14% -72 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 16,722 $5.75M 0.98% +343 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 16,440 $5.66M 2.14% -160 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 15,396 $5.3M 4.12% +40 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 15,050 $5.18M 5.05% -790 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 15,009 $5.16M 1.49% +159 13F-HR Timeline PKO BP BANKOWY Universal Pension Societ… More: the full row for PKO BP BANKOWY Universal Pension Society JSC 15,000 $5.16M 1.52% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 14,709 $5.06M 2.76% -37 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 14,276 $4.91M 2.76% +4,636 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 14,017 $4.82M 2.32% -87 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 13,730 $4.72M 3.11% -1,780 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 13,648 $4.7M 0.58% +39 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 13,579 $4.67M 1.96% +532 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 13,451 $4.63M 0.9% +445 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 13,327 $4.59M 0.75% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 13,306 $4.58M 2.88% -40 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,213 $4.55M 0.71% +501 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,876 $4.09M 1.58% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,871 $4.08M 0.96% +505 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,855 $4.08M 0.85% +371 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 11,831 $4.07M 2.82% +45 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 11,643 $4.01M 0.62% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 11,609 $3.99M 2.79% -168 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,410 $3.93M 2.81% +618 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,268 $3.88M 1.53% -57 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,221 $3.86M 1.02% -3 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,196 $3.85M 0.3% +354 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,195 $3.85M 1.61% -53 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,010 $3.79M 0.45% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Emprise Bank More: the full row for Emprise Bank 11,007 $3.79M 1.45% -15 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 10,959 $3.77M 3.67% -223 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,065 $3.46M 1.3% +8,413 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,875 $3.43M 0.65% -854 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,797 $3.37M 0.22% +842 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,788 $3.37M 1.9% -1,816 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,702 $3.34M 0.4% -144 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,674 $3.33M 2.06% -264 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,917 $3.07M 1.31% +1,313 13F-HR Timeline Trust Co More: the full row for Trust Co 8,758 $3.01M 0.26% +95 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,621 $2.97M 0.61% -61 13F-HR Timeline TLWM More: the full row for TLWM 8,620 $2.97M 0.47% -1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8,504 $2.93M 1.98% -33 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,380 $2.9M 1.34% +26 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 8,380 $2.88M 1.92% -214 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,424 $2.85M 1.18% +180 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,278 $2.85M 0.74% -239 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 8,236 $2.83M 0.46% -23 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 8,081 $2.78M 0.45% +275 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,060 $2.77M 1.53% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,005 $2.75M 1.04% -75 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 7,963 $2.74M 1.63% +2,109 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 7,850 $2.7M 0.94% +302 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,742 $2.66M 0.53% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,362 $2.53M 0.9% -444 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,226 $2.49M 0.74% +25 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,027 $2.42M 1.34% 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,907 $2.38M 0.47% -537 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,821 $2.35M 0.42% +938 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,821 $2.35M 0.14% +674 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,746 $2.32M 0.38% -1,091 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,708 $2.31M 0.15% +2,051 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,676 $2.3M 0.82% +111 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 6,655 $2.29M 1.4% -740 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,616 $2.28M 0.55% -501 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,577 $2.26M 1.36% -311 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 6,427 $2.26M 1.01% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,513 $2.24M 0.32% +432 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 6,486 $2.23M 0.9% +69 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,454 $2.22M 0.6% -139 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 6,307 $2.17M 0.61% +2 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,261 $2.15M 0.22% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,174 $2.12M 0.98% +968 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,126 $2.11M 0.12% -8 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 6,110 $2.1M 0.67% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,100 $2.1M 2.2% -805 13F-HR Timeline New Covenant Trust Company, N.A. 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