Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 361,805 $103M 2.55% -45,920 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 299,681 $85.3M 1.43% -11,582 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 294,560 $83.8M 0.63% +4,400 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 247,876 $70.5M 0.84% -10,764 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 117,228 $33.4M 0.88% +432 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 112,233 $31.9M 0.44% +10,348 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 86,475 $24.6M 0.37% +83 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77,207 $22M 0.16% +20,968 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 65,755 $18.7M 0.12% -3,824 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 62,111 $17.7M 1.17% +476 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 55,220 $15.7M 0.22% +7,872 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 51,601 $14.7M 0.47% -2,083 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 46,000 $13.1M 1.13% +828 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 45,717 $13M 2.19% -1,473 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 42,254 $12M 0.31% +551 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 41,898 $11.9M 0.75% +155 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 36,227 $10.3M 0.94% -2,538 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 36,007 $10.2M 0.14% +7,546 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,977 $9.95M 0.38% -544 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 33,379 $9.5M 0.72% +1,275 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31,772 $9.04M 0.31% -3,799 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 31,743 $9.03M 0.64% -845 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 30,803 $8.76M 0.24% -1,116 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 29,473 $8.38M 1.02% -1,084 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 25,220 $7.17M 0.49% -1,900 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 22,620 $6.43M 0.67% -3,633 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 21,838 $6.21M 0.61% +326 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 21,600 $6.14M 1.35% +530 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,747 $5.9M 0.38% +8,180 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 20,305 $5.78M 0.42% +660 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 19,288 $5.49M 2.91% -866 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 19,167 $5.45M 2.83% +1,313 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 18,265 $5.2M 2.28% +4,371 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 17,653 $5.02M 0.26% -79 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 16,579 $4.72M 1.16% -601 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,496 $4.69M 1.71% +1,694 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 16,229 $4.62M 0.91% -550 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,822 $4.5M 0.94% +286 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,932 $4.25M 0.06% -167 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,461 $4.11M 0.09% -983 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,686 $3.91M 0.05% +1,798 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 13,667 $3.89M 1.24% +200 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,410 $3.82M 0.33% +178 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,851 $3.66M 0.3% +1,624 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,458 $3.54M 0.2% +386 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,111 $3.45M 0.19% +817 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 12,102 $3.44M 1.23% -9 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,255 $3.33M 0.08% +976 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 10,987 $3.13M 0.07% +515 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,983 $3.12M 0.82% -24 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 10,736 $3.05M 0.27% -80 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,839 $2.8M 0.08% -3,622 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,662 $2.75M 1.04% -207 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,496 $2.7M 0.3% -852 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,340 $2.66M 0.26% -175 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,286 $2.64M 0.07% -19,404 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,586 $2.41M 1.11% +6 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,362 $2.38M 1.27% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,171 $2.32M 0.07% +1,383 13F-HR Timeline ANB BANK More: the full row for ANB BANK 8,107 $2.31M 0.82% +116 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,798 $2.22M 0.22% -1,225 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,862 $1.95M 0.18% -767 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,565 $1.87M 0.15% -28 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 6,346 $1.81M 0.54% -74 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,345 $1.81M 0.11% -50 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,224 $1.77M 0.93% +12 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,223 $1.77M 0.14% -1,180 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,153 $1.75M 0.15% +44 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,130 $1.74M 0.35% -79 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,228 $1.54M 0.07% -15 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,281 $1.5M 0.22% +19 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,294 $1.49M 0.29% +5 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,192 $1.47M 1.14% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,145 $1.46M 0.06% +355 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,097 $1.45M 0.17% +103 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,968 $1.41M 0.98% -23 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,903 $1.39M 0.59% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,861 $1.38M 0.22% +329 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,697 $1.34M 0.1% -423 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,668 $1.33M 0.1% -87 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,561 $1.3M 0.29% +87 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,439 $1.26M 0.08% +548 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,393 $1.25M 0.08% -1,391 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,233 $1.2M 0.17% -2,001 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,003 $1.14M 0.24% -194 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,877 $1.1M 0.26% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,790 $1.08M 0.68% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,653 $1.04M 0.68% +113 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,625 $1.03M 0.15% -567 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,494 $1M 0.19% -4,883 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,416 $972K 0.36% +416 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,370 $959K 0.33% +350 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,169 $902K 0.21% -66 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,134 $891K 0.24% +153 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,120 $888K 0.87% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,100 $882K 0.58% -150 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,917 $830K 0.71% -50 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,869 $816K 0.1% +54 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,859 $813K 0.35% +56 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,854 $812K 0.16% -166 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,842 $810K 0.14% -12 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,821 $803K 0.39% +2,051 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,797 $796K 0.17% -55 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,795 $795K 0.18% -30 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,786 $793K 0.06% -76 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,778 $790K 0.16% -212 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,764 $786K 0.56% -279 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,769 $782K 0.32% -2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,707 $770K 0.29% -68 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,701 $768K 0.16% +380 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,585 $735K 0.19% +1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,572 $732K 0.45% -114 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,520 $717K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,487 $708K 0.11% +14 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,483 $706K 0.04% +163 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,486 $702K 0.21% +38 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,464 $701K 0.27% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,477 $700K 0.39% -20 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,442 $695K 0.38% -46 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,370 $674K 0.37% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,331 $663K 0.04% +292 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,268 $645K 0.11% +18 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,197 $625K 0.42% -927 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,170 $617K 0.05% -36 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,147 $611K 0.13% +17 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,140 $609K 0.06% -11 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,941 $552K 0.1% +174 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,925 $548K 0.39% -166 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,900 $541K 0.38% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,860 $529K 0.02% +188 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,821 $518K 0.1% -36 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,808 $514K 0.09% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,803 $513K 0.24% -195 13F-HR/A Timeline Trust Co More: the full row for Trust Co 1,800 $512K 0.04% +171 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,794 $510K 0.13% -24 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,776 $505K 0.18% +91 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,726 $491K 0.08% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,697 $483K 0.29% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,664 $473K 0.14% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,654 $471K 0.08% -40 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,634 $465K 0.18% -281 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,622 $461K 0.05% -1,028 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,609 $458K 0.17% -2,803 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,576 $448K 0.31% +196 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,574 $448K 0.19% +293 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,530 $435K 0.09% -55 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,523 $433K 0.09% +287 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,523 $433K 0.33% +3 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 1,506 $428K 0.02% +185 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,499 $426K 0.23% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,205 $425K 0.13% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,423 $405K 0.12% -33 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,392 $396K 0.09% +9 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,376 $393K 0.05% -74 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,376 $391K 0.11% -55 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,373 $390K 0.11% +546 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,341 $382K 0.15% -62 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,331 $379K 0.32% +32 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,317 $375K 0.13% -15 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,292 $368K 0.09% -19 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,272 $362K 0.04% +10 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,263 $359K 0.04% -25 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,261 $359K 0.14% -2 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,257 $358K 0.09% +150 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,240 $353K 0.04% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,198 $341K 0.06% -40 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,182 $336K 0.97% +274 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,178 $335K 0.12% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,152 $328K 0.2% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,137 $323K 0.13% -73 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,100 $317K 0.02% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,111 $316K 0.03% +1 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,077 $306K 0.16% -182 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,063 $302K 0.04% +40 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,061 $302K 0.14% -12 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,036 $295K 0.14% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,017 $289K 0.2% -20 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 979 $279K 0.07% -19 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 962 $274K 0.03% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 953 $271K 0.26% -547 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 937 $267K 0.16% +165 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 919 $261K 0.12% +160 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 915 $260K 0.16% +19 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 910 $259K 0.07% +266 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 880 $251K 0.1% -104 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 879 $250K 0.07% +39 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 840 $239K 0.1% -1,919 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 832 $237K 0.37% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 825 $235K 0.15% +137 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 804 $229K 0.09% -174 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 793 $226K 0.08% +277 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 767 $218K 0.15% -54 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 749 $213K 0.06% +22 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 730 $207K 0.1% -12 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 725 $206K 0.17% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 720 $205K 0.16% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 715 $203K 0.03% -10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 703 $200K 0.11% +248 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 670 $191K 0.02% -2,506 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 620 $176K 0.11% -32 13F-HR Timeline