Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 369,143 $121M 0.91% +5,300 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 296,062 $97.3M 0.85% -348,799 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 228,646 $75.1M 5.09% -14,381 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 141,039 $46.3M 0.66% -9,128 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 92,250 $30.3M 3.27% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 91,541 $30.1M 1.9% -5,121 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 67,641 $22.2M 3.17% -1,920 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 66,117 $21.7M 1.57% -3,527 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,941 $21.7M 0.15% +7,465 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 61,398 $20.2M 2% +592 13F-HR Timeline CX Institutional More: the full row for CX Institutional 56,104 $18.4M 0.5% +30,609 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 51,381 $16.9M 0.11% -1,956 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 50,717 $16.7M 0.44% +4,198 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 46,029 $15.1M 0.42% +123 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 43,989 $15M 4.5% -229 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 43,307 $14.2M 2.73% +208 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 43,060 $14.1M 0.48% +3,148 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 29,275 $9.62M 1.15% -1,827 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 24,594 $8.08M 5.47% -2,588 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 24,400 $8.02M 7.38% +18 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,354 $7.17M 0.17% +4,622 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 16,809 $5.52M 0.33% +500 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 16,747 $5.5M 1.15% +218 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 14,768 $4.81M 2.15% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,420 $4.41M 0.13% -5,260 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,984 $4.27M 0.11% +90 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,633 $3.82M 0.24% +105 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,195 $3.68M 0.08% +838 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,775 $3.21M 0.37% +538 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 8,330 $2.74M 1.67% +1,780 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,290 $2.72M 0.22% -187 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,108 $2.34M 0.2% +127 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 7,016 $2.3M 1.26% +15 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,617 $2.17M 0.12% +1,020 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,737 $1.88M 0.17% -201 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,625 $1.85M 0.28% -161 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,575 $1.84M 0.02% +1,632 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 5,553 $1.82M 0.43% -84 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,400 $1.77M 0.41% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,284 $1.74M 0.19% -1,446 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,132 $1.69M 0.48% +825 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,642 $1.53M 0.33% -10,292 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,590 $1.51M 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,526 $1.49M 0.15% +84 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,296 $1.41M 0.38% +77 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,195 $1.38M 0.59% +1,373 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,055 $1.33M 0.8% +44 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,948 $1.3M 0.68% +3 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,944 $1.3M 0.65% +28 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,741 $1.23M 0.05% +272 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,521 $1.16M 0.63% -223 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,491 $1.15M 0.33% +238 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,255 $1.07M 0.26% -1,455 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,242 $1.07M 0.13% +171 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,178 $1.04M 0.11% -4,091 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,173 $1.04M 0.41% +68 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,056 $1M 0.78% -48 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,890 $949K 0.19% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,873 $944K 0.56% +31 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,865 $941K 0.08% -30 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,816 $940K 0.18% -43 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,772 $911K 0.07% +37 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,620 $861K 0.03% +267 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,538 $834K 0.17% -41 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,500 $821K 0.34% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,480 $815K 0.01% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,171 $738K 0.47% -51 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 2,135 $701K 0.06% 0 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,083 $684K 0.15% +67 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,063 $678K 0.11% +70 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,961 $667K 0.28% +51 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,024 $665K 0.48% +1,087 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,898 $624K 0.11% -108 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,881 $618K 0.06% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,731 $569K 0.37% +272 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,705 $560K 0.11% -47 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,684 $553K 0.03% -52 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,573 $517K 0.21% -23 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,555 $511K 0.23% -535 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,545 $508K 0.34% -9 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,540 $506K 0.27% -25 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,532 $503K 0.35% +122 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,489 $489K 0.04% +326 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,426 $468K 0.06% +10 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,365 $448K 0.03% +25 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,238 $430K 0.12% -48 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,296 $426K 0.03% +222 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,286 $422K 0.16% +317 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,272 $418K 0.26% -100 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,225 $402K 0.16% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,210 $397K 0.04% +31 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,198 $394K 0.07% +259 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,195 $393K 0.3% -566 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,171 $385K 0.06% +19 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,122 $369K 0.09% -329 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,117 $368K 0.04% +47 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,115 $366K 0.08% -184 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,040 $342K 0.32% +182 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,013 $333K 0.2% -110 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 998 $328K 0.05% +62 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 965 $317K 0.02% +11 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 941 $309K 0.1% +1 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 890 $292K 0.11% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 846 $278K 0.1% -93 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 840 $277K 0.44% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 803 $264K 0.12% +20 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 747 $245K 0.04% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 746 $245K 0.07% -9 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 717 $236K 0.14% +40 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 716 $235K 0.04% +11 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 662 $217K 0.1% -158 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 654 $215K 0.07% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 635 $209K 0.06% +21 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 627 $206K 0.15% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 626 $206K 0.03% +5 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 625 $205K 0.14% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 610 $200K 0.08% -29 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 503 $165K 0.13% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 485 $159K 0.01% +50 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 480 $158K 0.03% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 416 $137K 0.01% +150 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 321 $106K 0.06% -2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $98.9K 0.07% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 226 $74.2K 0.02% -2 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $65.7K 0.04% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 157 $51.7K 0.03% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 155 $50.9K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $32.9K <0.01% +50 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 99 $32.5K 0.09% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $29.6K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 88 $28.9K 0.02% +5 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 64 $21K 0.01% -13 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 60 $19.7K 0.01% -190 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $19.7K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 56 $18.4K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 53 $17.4K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 29 $9.53K 0.01% -4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 27 $8.87K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 9 $2.96K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 9 $2.96K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 25,218 $35.4K +25,179 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.