Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 278,165 $61.2M 0.46% +4,900 13F-HR Timeline Hamlin Capital Management, LLC More: the full row for Hamlin Capital Management, LLC 241,311 $53.1M 1.31% +47,562 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 149,905 $33M 0.39% +902 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 129,803 $28.5M 2.16% +5,441 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 129,781 $28.5M 0.38% -2,008 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 105,800 $23.3M 1.39% +1,080 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 82,749 $18.2M 0.26% +31,592 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 69,881 $15.8M 0.71% +4,493 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 69,394 $15.3M 1.03% -2,653 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,827 $14.9M 0.11% +3,576 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 65,409 $14.4M 1.24% +895 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 53,216 $11.7M 0.73% +945 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 50,676 $11.1M 0.07% -11,305 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41,308 $9.08M 0.26% +2,916 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,309 $8.21M 0.59% -8,556 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 33,863 $7.45M 1.64% -314 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 32,969 $7.25M 0.48% -190 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 32,749 $7.2M 0.11% +170 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 31,786 $6.99M 0.5% +1,024 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 29,564 $6.5M 2.11% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 29,539 $6.5M 0.56% +87 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,426 $5.81M 1.85% -15 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 26,049 $5.73M 0.57% -1,261 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 25,910 $5.7M 0.19% -2,846 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 22,535 $4.96M 0.84% -2,645 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 21,821 $4.8M 1% +2,006 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 20,565 $4.52M 0.26% +1,385 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 20,232 $4.45M 3.01% +303 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,188 $4.44M 0.12% -780 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,689 $3.9M 0.05% +2,904 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 16,622 $3.66M 2.65% +1,440 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,155 $3.55M 0.07% +512 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,560 $3.42M 0.09% +1,206 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 15,005 $3.3M 1.24% -209 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13,820 $3.04M 0.23% -88 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,128 $2.97M 0.07% +779 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 13,350 $2.94M 0.16% -250 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 11,496 $2.53M 1.56% +13 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,399 $2.51M 0.07% -599 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,391 $2.51M 0.07% -260 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 10,154 $2.23M 1.64% -228 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,120 $2.23M 0.48% -452 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,015 $2.2M 0.06% -564 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 9,449 $2.08M 1% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 9,386 $2.06M 0.95% +441 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,171 $2.02M 0.14% +597 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 9,047 $1.99M 0.2% -70 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 8,777 $1.93M 1.35% -940 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,771 $1.93M 0.15% -281 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,668 $1.91M 1.03% -26 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,511 $1.88M 0.35% -9,697 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 8,338 $1.83M 0.15% +588 13F-HR Timeline Group Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,326 $1.83M 0.45% -193 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 8,238 $1.81M 0.64% +14 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 8,233 $1.81M 0.2% +1,600 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,998 $1.76M 1.35% -89 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,983 $1.76M 0.27% -1,508 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,694 $1.69M 0.06% -456 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,320 $1.62M 0.32% -562 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,063 $1.55M 0.1% -519 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,594 $1.49M 0.83% -387 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,707 $1.48M 0.39% +45 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 6,515 $1.43M 0.35% -202 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,498 $1.43M 0.61% +39 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,449 $1.42M 0.98% -247 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,425 $1.41M 0.13% -4,702 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,154 $1.35M 0.24% +3,127 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,839 $1.28M 0.15% -134 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,837 $1.28M 0.46% +322 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 5,665 $1.25M 0.7% +1 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,513 $1.21M 0.18% +265 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,352 $1.18M 0.02% -111 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,288 $1.16M 0.14% -200 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,140 $1.13M 0.78% +15 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,082 $1.12M 0.41% +2,328 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,077 $1.12M 0.17% -571 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5,042 $1.11M 0.66% -4 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,022 $1.1M 0.46% +442 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,990 $1.1M 0.57% +572 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,989 $1.1M 0.07% +207 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,658 $1.02M 0.06% +1,573 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,655 $1.02M 0.19% -57 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,547 $1000K 0.22% +175 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,264 $938K 0.07% +180 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,254 $935K 0.1% -414 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,145 $912K 0.05% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,966 $872K 0.1% -303 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,965 $872K 0.04% -235 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,764 $838K 0.12% -358 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,776 $830K 0.18% -23 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,720 $818K 0.31% -7 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,439 $756K 0.03% +850 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,401 $748K 0.27% +507 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,345 $736K 0.12% -748 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,224 $709K 0.14% +64 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,058 $673K 0.24% -38 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,053 $671K 0.29% +540 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,949 $665K 0.28% +83 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,996 $659K 0.04% -151 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,944 $648K 0.1% -2,111 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,933 $645K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,883 $634K 0.06% -120 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,820 $620K 0.22% +66 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,808 $617K 0.12% +911 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,797 $615K 0.12% +248 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,718 $598K 0.09% -6 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,707 $595K 0.24% -293 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,700 $594K 0.07% -241 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 2,665 $586K 0.29% +4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,610 $574K 0.02% -282 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,585 $568K 0.04% +208 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,573 $566K 0.01% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,544 $560K 0.13% -66 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,521 $554K 0.29% -950 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,461 $541K 0.13% -12 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,457 $540K 0.38% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,409 $530K 0.03% -95 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,406 $529K 0.31% -48 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,354 $519K 0.35% +10 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,238 $492K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,215 $487K 0.09% +232 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,204 $485K 0.15% +99 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,175 $478K 0.14% -25 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,172 $478K 0.06% +373 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,688 $475K 0.15% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,151 $473K 0.04% -158 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,090 $472K 0.09% +187 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,123 $467K 0.36% +2 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,111 $464K 0.14% +109 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,089 $459K 0.05% -767 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,036 $448K 0.08% +194 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,985 $436K 0.09% +46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,912 $421K 0.04% -651 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,897 $417K 0.1% -48 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,891 $416K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,861 $409K 0.16% -3 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,840 $405K 0.24% -179 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,811 $398K 0.24% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,752 $385K 0.25% -150 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,690 $372K 0.13% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,660 $365K 0.14% +3 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,645 $362K 0.22% 0 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,627 $358K 0.18% -633 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,399 $308K 0.05% -148 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,386 $307K 0.14% +40 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,386 $305K 0.05% +120 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,347 $296K 0.05% +124 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,321 $291K 0.02% +103 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,309 $288K 0.08% +486 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,299 $286K 0.06% +334 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,285 $283K 0.2% +172 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,269 $279K 0.15% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,222 $269K 0.05% -7 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,204 $265K 0.15% +4 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,198 $263K 0.04% -101 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,196 $263K 0.08% +8 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 1,148 $252K 0.09% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,142 $251K 0.07% +20 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,111 $244K 0.07% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,085 $239K 0.19% -708 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,075 $236K 0.02% +128 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,061 $233K 0.05% -112 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,026 $226K 0.05% +3 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,018 $224K 0.06% +121 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,017 $224K 0.1% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,010 $222K 0.05% -25 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 986 $217K 0.16% -1,074 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 981 $216K 0.17% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 940 $207K 0.1% new 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 940 $207K 0.08% +106 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 933 $205K 0.08% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 932 $205K 0.13% -340 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 815 $179K 0.02% -74 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 645 $142K 0.01% -1,549 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 608 $134K 0.04% -686 13F-HR Timeline Trust Co More: the full row for Trust Co 528 $116K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 483 $106K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 452 $99.6K 0.03% +3 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 449 $98.7K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 296 $65.1K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 247 $54.3K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 242 $53.2K 0.03% +9 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 207 $45.5K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 191 $42K 0.03% +18 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 152 $33.4K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 139 $30.6K 0.02% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 101 $22.3K 0.01% +20 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 95 $20.9K <0.01% -1 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 76 $16.8K 0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 35 $7.7K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 23 $5.19K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15 $3.3K <0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $1.76K <0.01% -3 13F-HR Timeline