CX Institutional More: the full row for CX Institutional 245,890 $7.82M 0.21% +227,303 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 237,437 $7.55M 0.2% -13,377 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 30,000 $946K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29,677 $944K 0.03% -1,274 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 26,855 $854K 0.05% +251 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 25,595 $814K 0.01% +3,647 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,895 $696K <0.01% +348 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,465 $667K 0.02% +95 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,850 $631K 0.02% +270 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 14,419 $459K 0.03% +1,813 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,886 $314K 0.04% -1,642 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 9,407 $299K 0.02% -1,259 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,250 $294K 0.02% -1,275 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,000 $286K 0.03% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 8,204 $261K 0.21% -204 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 7,456 $237K 0.22% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,260 $231K 0.05% -725 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,434 $205K <0.01% -298 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,755 $151K <0.01% -546 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,419 $141K 0.01% +16 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,390 $140K <0.01% -1,784 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,800 $121K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,227 $103K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,007 $63.8K 0.01% -320 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,238 $39.4K 0.01% -99 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,214 $38.6K <0.01% -372 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 872 $27.7K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 817 $26K <0.01% -23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 789 $25.1K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 661 $21K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 537 $17.1K 0.01% +195 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 466 $14.8K 0.01% -34 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 428 $13.6K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 338 $10.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 291 $9.25K <0.01% -85 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 282 $8.97K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 234 $7.44K <0.01% +76 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 208 $6.61K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 156 $4.97K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $3.18K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 93 $2.96K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 21 $668 <0.01% +7 13F-HR Timeline