Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,145,143 $98.6M 0.74% +16,500 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 874,052 $75.2M 1.01% -74,357 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 543,525 $46.8M 0.9% +56,001 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 518,454 $44.6M 0.64% -44,686 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 452,369 $38.9M 11.56% -291 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 387,857 $33.4M 0.91% -71,049 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 281,617 $28.7M 0.4% +28,094 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 263,037 $22.8M 0.31% -1,332 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 244,139 $21M 0.18% -325 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 242,821 $20.9M 3.94% -979 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 205,229 $17.7M 0.78% +88,756 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 202,074 $17.4M 0.26% +5,870 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 197,252 $17M 0.12% +36,067 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 181,278 $15.6M 1.18% -1,605 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 176,856 $15.2M 1.15% -6,492 13F-HR Timeline CX Institutional More: the full row for CX Institutional 163,248 $14.1M 0.38% +130,746 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 146,525 $12.6M 0.43% +14,819 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 136,540 $11.8M 0.45% -1,995 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 122,971 $10.6M 0.95% -4,751 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 112,782 $9.71M 2.13% -596 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 109,425 $9.42M 2.24% +3,558 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 105,992 $9.12M 0.24% -661 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 104,918 $9.03M 1.37% -472 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 102,388 $8.81M 0.23% +83 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 99,167 $8.54M 0.85% -1,227 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 87,636 $7.54M 0.65% -1,946 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 80,484 $7.06M 0.17% +11,392 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 79,922 $6.88M 0.15% +2,192 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 75,228 $6.48M 0.67% -2,155 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 74,109 $6.39M 1.12% -1,859 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 73,560 $6.33M 1.26% -1,134 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 69,595 $5.99M 0.44% +1,673 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 63,722 $5.49M 0.31% -136 13F-HR Timeline Group Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 61,608 $5.3M 4.06% -4,401 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 55,563 $4.78M 0.32% -1,258 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 47,225 $4.07M 0.28% -150 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 46,933 $4.04M 0.32% -57 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 46,632 $4M 0.05% +10,123 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 46,356 $3.99M 0.34% -422 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 45,820 $3.94M 0.67% +868 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45,227 $3.89M 0.11% +613 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 43,928 $3.78M 0.24% -300 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 43,901 $3.78M 1.3% +43 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 43,026 $3.7M 0.1% +2,604 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 42,895 $3.69M 0.31% +1,370 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 41,382 $3.56M 0.61% -724 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 41,283 $3.55M 0.22% +3,453 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 39,858 $3.5M 0.08% +17,193 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40,207 $3.46M 0.21% -1,105 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 39,995 $3.44M 0.12% -1,007 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 36,600 $3.18M 0.17% 0 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 35,137 $3.02M 0.75% -553 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 34,310 $2.95M 0.44% +404 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 32,949 $2.84M 0.31% -10,700 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,496 $2.8M 0.07% -1,945 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 31,559 $2.72M 0.18% -395 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 30,888 $2.66M 1.65% -93 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 30,307 $2.61M 0.98% -267 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 29,676 $2.55M 1.53% -1,158 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29,640 $2.55M 0.03% -343 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 28,100 $2.42M 0.79% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 26,898 $2.32M 0.62% +278 13F-HR Timeline ANB BANK More: the full row for ANB BANK 26,784 $2.31M 0.82% -130 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 26,694 $2.3M 1.27% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 26,411 $2.27M 0.45% +456 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 26,298 $2.26M 0.59% +61 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 25,865 $2.23M 1.25% +51 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 25,789 $2.22M 0.84% -694 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 25,756 $2.22M 0.5% -227 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 25,293 $2.18M 0.12% +4,751 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 25,144 $2.16M 0.17% -320 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 25,109 $2.16M 0.03% -2,103 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 25,011 $2.15M 0.19% +1,217 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 24,792 $2.13M 0.24% +46 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 24,762 $2.13M 0.47% +12,177 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 24,715 $2.13M 1.47% -430 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 23,640 $2.03M 0.14% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 22,049 $1.9M 0.15% +2,988 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 21,822 $1.88M 0.39% +1,980 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 20,754 $1.79M 0.37% +1,825 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 20,744 $1.79M 1.28% +837 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 20,176 $1.74M 1.12% +4 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 19,841 $1.71M 1.07% -251 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 19,636 $1.69M 0.45% -85 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19,182 $1.65M 0.14% +2,660 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 18,839 $1.62M 1.15% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 18,266 $1.57M 0.27% +9,434 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 17,824 $1.53M 0.43% +64 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 17,383 $1.5M 0.29% -33 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 17,230 $1.49M 0.29% -469 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 17,104 $1.47M 0.21% +635 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,687 $1.44M 0.15% +2,072 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,392 $1.41M 0.14% +86 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,465 $1.33M 0.08% -80 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 15,028 $1.29M 0.09% -743 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,746 $1.27M 0.5% -741 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 14,563 $1.25M 0.52% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 14,141 $1.22M 0.94% +56 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13,599 $1.17M 0.06% +2,533 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,060 $1.13M 0.52% -20 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,640 $1.09M 0.17% -19 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,415 $1.07M 0.11% -3,953 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,399 $1.07M 0.58% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,200 $1.05M 0.36% -199 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,824 $1.02M 0.31% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,632 $1M 0.49% +557 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,420 $983K 0.21% -150 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,118 $976K 0.04% +429 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,145 $959K 0.07% +5 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,099 $956K 0.68% +986 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 11,020 $949K 0.41% +362 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 10,869 $936K 0.01% -137 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,811 $931K 0.08% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,226 $880K 0.05% -91 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,194 $878K 0.86% -30 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,121 $871K 0.52% -227 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,875 $850K 0.25% -68 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,811 $845K 0.37% +1,263 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 9,541 $821K 0.75% -857 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,431 $812K 0.1% -1,200 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 9,310 $801K 0.03% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 9,066 $780K 0.23% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,686 $748K 0.13% -422 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,512 $733K 0.05% +1,868 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,407 $724K 0.05% +1,018 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,363 $720K 0.07% +2,293 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 8,265 $711K 0.44% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,224 $708K 0.39% -79 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 8,194 $706K 0.45% -155 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 8,092 $697K 0.24% -177 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,046 $693K 0.06% -457 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,973 $686K 0.09% +2,245 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,938 $683K 0.44% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,855 $676K 0.35% -74 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,845 $675K 0.08% +555 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,661 $659K 0.12% -264 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,308 $629K 0.38% +38 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,287 $627K 0.07% +11 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,172 $617K 0.11% -305 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,118 $613K 0.13% +16 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,832 $588K 0.2% +224 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,748 $581K 0.07% +134 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 6,608 $569K 0.12% +1,446 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,541 $563K 0.13% +61 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,384 $550K 0.12% -180 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,338 $546K 0.02% +1,153 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,315 $544K 0.38% +849 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,293 $542K 0.04% +123 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,275 $540K 0.23% -100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,168 $531K 0.22% +198 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 6,146 $529K 0.31% -4,433 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,123 $527K 0.2% -12,857 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,119 $527K 0.12% -79 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,817 $501K 0.33% +115 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,813 $500K 0.15% +38 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 5,547 $477K 0.08% -387 13F-HR Timeline TLWM More: the full row for TLWM 5,325 $458K 0.07% +467 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,240 $451K 0.14% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,188 $447K 0.11% +826 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,088 $438K 0.21% -20 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,369 $436K 0.14% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 5,035 $433K 0.21% +166 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,853 $416K 0.12% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,785 $412K 0.22% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,734 $408K 0.11% +1,164 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,724 $407K 0.08% +410 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,667 $402K 0.16% -481 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,640 $399K 0.12% +1,484 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,354 $375K 0.04% +15 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,232 $364K 0.25% +1 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,227 $364K 0.04% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,226 $364K 0.19% -320 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,155 $358K 0.08% -91 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,000 $344K 0.25% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,891 $337K 0.09% +4 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,896 $335K 0.03% +200 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,878 $334K 0.11% -8 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,724 $321K 0.03% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,491 $301K 0.14% +931 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,465 $298K 0.05% +397 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,364 $290K 0.05% +518 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,347 $288K 0.17% +13 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,277 $281K 0.04% +1 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,195 $275K 0.1% +1 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,178 $274K 0.05% +569 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,170 $273K 0.14% 0 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 3,154 $271K 0.24% +1 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,140 $270K 0.05% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,116 $268K 0.21% +4 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,114 $268K 0.05% +263 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,241 $263K 0.1% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,060 $263K 0.1% -116 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,015 $260K 0.05% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,876 $248K 0.05% -825 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,828 $243K 0.24% -3,280 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,814 $242K 0.07% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,749 $237K 0.08% +10 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 2,741 $236K 0.05% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,717 $234K 0.03% +63 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,679 $231K 0.18% -5,497 13F-HR Timeline