Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 450,000 $41M 0.56% -20,000 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 99,663 $9.1M 0.33% -591 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 95,956 $8.76M 1.02% -362 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 60,980 $5.57M 2.44% +13,014 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,872 $3.37M 0.02% +3,729 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 23,637 $2.2M 0.12% -544 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 22,972 $2.1M 0.45% -40 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 17,707 $1.62M 0.04% -30,581 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,816 $1.54M 0.05% +3,044 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 14,457 $1.32M 0.46% -166 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,590 $1.31M 0.03% +8,673 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 13,054 $1.18M 0.17% -210 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 11,512 $1.05M 0.09% +3,724 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 11,325 $1.03M 0.16% +991 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 10,800 $986K 0.1% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,824 $897K 0.08% -205 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 8,866 $812K 1.28% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,768 $801K 0.01% -296 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 7,716 $704K 0.35% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,664 $608K 0.34% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,575 $600K 0.11% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,209 $567K 0.01% -112 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,806 $530K 0.01% +554 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,256 $382K <0.01% +310 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,928 $359K 0.18% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,917 $358K 0.08% +448 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,786 $346K 0.01% +299 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,336 $305K 0.22% +58 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,329 $304K 0.06% -2,363 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,209 $293K 0.02% +308 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,845 $260K 0.03% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,725 $249K 0.1% -92 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,665 $243K 0.01% +211 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,450 $224K 0.02% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,979 $181K <0.01% -2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,841 $168K 0.03% -120 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,228 $112K 0.01% -9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,082 $98.8K 0.01% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 547 $49.9K <0.01% +120 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 540 $49.3K <0.01% +22 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 276 $25.2K 0.01% +26 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $21.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 214 $19.5K <0.01% -284 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 182 $16.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 111 $10.1K <0.01% +11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 57 $5.2K <0.01% +19 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $3.29K <0.01% +28 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $2.28K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 22 $2.01K <0.01% +4 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 12 $1.1K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10 $913 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $549 <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1 $66 <0.01% new 13F-HR Timeline