Pennsylvania State University More: the full row for Pennsylvania State University 1,574,099 $123M 48.85% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 335,926 $26.2M 0.19% +35,984 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 182,412 $14.2M 1.42% +25,794 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 166,274 $13M 0.96% +1,026 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 164,792 $12.9M 0.17% +5,953 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 140,871 $11M 3.16% +9,250 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 131,360 $10.3M 1.88% +5,042 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 121,909 $9.52M 3.9% -1,694 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 118,419 $9.25M 2.63% +1,781 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 111,036 $8.67M 1.72% -374 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 96,080 $7.5M 3.47% +8,328 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 86,364 $6.78M 1.54% +10,194 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 72,902 $5.69M 0.08% +2,182 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 72,455 $5.66M 1.96% +26,222 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 68,284 $5.33M 0.46% +612 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 62,447 $4.87M 0.7% +13 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 55,255 $4.32M 2.83% +1,571 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 51,608 $4.03M 0.86% +30,044 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 49,719 $3.88M 0.25% +4,637 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 38,899 $3M 0.04% -1,580 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 35,705 $2.79M 0.04% -4,745 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 22,003 $1.72M 0.41% -2,218 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 21,503 $1.68M 0.77% +66 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,064 $1.65M 0.03% -25,964 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 20,502 $1.6M 0.19% -195 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 19,305 $1.51M 0.04% -971 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 18,965 $1.48M 0.04% +41 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 18,681 $1.46M 0.88% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 18,035 $1.41M 0.7% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,012 $1.33M 0.04% +515 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 16,792 $1.32M 1.03% +587 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 16,289 $1.27M 0.22% -6,839 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,907 $1.24M 0.03% +97 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,961 $1.09M 0.03% -1,947 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,774 $1.08M 0.03% +298 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 11,580 $904K 0.36% +50 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 11,573 $904K 0.24% -802 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 11,259 $879K 0.54% -24 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 10,216 $798K 0.11% -390 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,153 $793K 0.09% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,065 $786K 0.12% +4,982 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,019 $782K 0.02% -95 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,704 $758K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,437 $737K 0.05% -801 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,335 $729K 0.3% -42 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,215 $720K 0.16% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,873 $693K 0.08% -13,953 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,618 $595K 0.05% -4,823 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,524 $588K 0.01% +487 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,232 $565K 0.04% +12 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,386 $499K 0.26% +223 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,280 $490K 0.06% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,132 $476K 0.02% -1,539 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,938 $464K 0.08% +688 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,921 $462K 0.35% -4 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,834 $456K 0.27% -90 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,767 $450K 0.11% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,398 $422K 0.1% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,133 $401K 0.26% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,117 $400K 0.07% +320 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,525 $353K 0.07% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,467 $349K 0.09% +86 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,451 $348K 0.01% -145 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,888 $304K 0.1% -1,088 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,774 $295K 0.09% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,658 $286K 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,630 $284K 0.04% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,265 $255K 0.12% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,201 $250K 0.01% +452 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,080 $241K 0.02% +16 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,064 $239K 0.05% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,870 $224K 0.01% +64 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,803 $219K 0.03% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,786 $218K 0.09% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 2,739 $214K 0.18% -1,915 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 2,571 $201K 0.1% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,077 $162K 0.02% -8 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,730 $135K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,105 $86.3K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,039 $81.1K 0.05% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 605 $47.5K 0.01% -124 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 480 $37.5K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 447 $34.9K <0.01% +200 13F-HR Timeline Trust Co More: the full row for Trust Co 426 $33.3K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 421 $32.9K 0.02% +266 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 375 $29.3K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 230 $18K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 210 $16.4K <0.01% +53 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $15.6K <0.01% -13 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $15.6K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 196 $15.3K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 129 $10.1K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 107 $8.36K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 55 $4.32K <0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 33 $3K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 26 $2.03K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10 $781 <0.01% 0 13F-HR Timeline