ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 66,052 $15.6M 0.8% +1,986 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 59,849 $14.2M 0.37% -1,328 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 47,475 $11.2M 1.67% +1,695 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 26,685 $6.32M 3.03% +628 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 19,974 $4.73M 0.35% +879 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 19,289 $4.57M 2.42% -865 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,154 $3.82M 0.24% +1,355 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,517 $1.54M 0.34% +797 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,156 $1.46M 0.05% +461 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,889 $1.39M 0.01% +1,069 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,475 $1.28M 0.02% +1,258 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 5,380 $1.27M 0.39% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 5,180 $1.23M 1.2% +565 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,121 $976K 0.65% -2 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,073 $964K 0.21% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,613 $861K 0.36% +62 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,532 $836K 0.25% -26 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,454 $807K 0.54% +462 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,312 $784K 0.12% -6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,312 $784K 0.02% -2,631 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 2,918 $691K 0.06% +345 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,907 $688K 0.06% +16 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,697 $639K 0.25% +787 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,693 $638K 0.01% +324 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,585 $612K 0.23% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,273 $538K 0.06% -143 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,050 $486K 0.01% +276 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,975 $468K 0.18% -200 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,845 $437K 0.41% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,798 $426K 0.01% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,759 $417K 0.11% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,693 $401K 0.03% -455 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,523 $361K 0.01% +13 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,425 $337K 0.02% +416 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,365 $323K 0.21% +255 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,188 $281K 0.01% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,139 $270K 0.11% -5 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,063 $252K 0.12% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,056 $250K 0.01% +186 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 963 $228K 0.01% -18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 910 $215K 0.02% -142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 851 $202K 0.01% +6 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 800 $189K 0.02% -1,026 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 711 $168K 0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 693 $164K 0.02% -2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 588 $139K 0.01% -196 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 580 $137K 0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 329 $78.1K <0.01% -373 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 306 $72.5K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 300 $71K 0.01% -764 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 290 $68.7K 0.05% -199 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 224 $53K 0.01% +21 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $47.4K 0.03% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 174 $41.2K 0.02% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 138 $32.7K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 116 $27.5K <0.01% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 93 $22K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 75 $18K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 64 $15.3K 0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 56 $13.3K <0.01% -43 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 39 $9.23K <0.01% +32 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 30 $7.1K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $6.63K <0.01% -24 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 25 $6K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 15 $3.58K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14 $3.31K <0.01% -63 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $2.84K <0.01% +9 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $2.13K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $2.13K <0.01% -1 13F-HR Timeline