Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 240,000 $26.6M 0.37% -35,000 13F-HR Timeline Pensionfund PDN group of 2 filers holding More: the full row for Pensionfund PDN 60,100 $6.67M -2,700 Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 51,982 $5.77M 2.23% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 28,928 $3.21M 0.05% -674 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,735 $1.86M 0.05% -17,699 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,101 $1.79M 0.01% +1,412 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 14,576 $1.62M 0.78% -18 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 11,656 $1.29M 0.11% +424 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,496 $1.05M 0.05% +9 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,955 $883K 0.03% +239 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,269 $806K 0.02% -170 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,149 $793K 0.17% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,994 $564K 0.01% +706 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,971 $552K 0.01% -518 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,894 $432K 0.03% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,806 $422K 0.23% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,656 $406K 0.01% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,630 $403K 0.09% +399 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,450 $272K 0.02% +197 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,368 $263K 0.01% +14 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,345 $260K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,034 $226K <0.01% +114 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,962 $222K 0.01% +84 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,931 $214K 0.07% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,640 $182K 0.02% -216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,307 $145K 0.02% -154 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,210 $134K 0.03% +300 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,204 $134K 0.01% -25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 841 $93.3K <0.01% +106 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 714 $79.2K 0.01% -74 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 610 $67.7K 0.04% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 413 $45.8K 0.01% +130 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 315 $35.1K <0.01% -9 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $22.2K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 70 $7.77K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 55 $6.1K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 52 $5.77K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 30 $3.33K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 29 $3.22K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 28 $3.12K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 25 $2.77K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $1.78K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $555 <0.01% -5 13F-HR Timeline