Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 101,802 $40.3M 0.54% -7,623 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 45,223 $17.9M 3.01% -15,736 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 39,742 $15.7M 1.13% -1,878 13F-HR Timeline CX Institutional More: the full row for CX Institutional 39,497 $15.6M 0.42% +23,210 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 37,477 $14.8M 2.85% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 28,489 $11.3M 0.3% -2,969 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,817 $8.23M 0.06% +5,369 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,200 $6.8M 0.5% +26 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,725 $6.61M 0.18% -135 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,098 $5.97M 0.2% +751 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 14,656 $5.79M 1.36% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 11,288 $4.46M 2.81% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,751 $4.25M 0.89% +7,884 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,925 $3.92M 0.11% -3,991 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,147 $3.77M 0.09% +1,133 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 9,165 $3.62M 0.3% -1,741 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,712 $2.65M 0.06% -542 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,444 $2.55M 0.17% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,821 $2.3M 0.14% -21 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,356 $2.12M 0.19% +2 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,732 $1.87M 1.22% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,497 $1.78M 0.07% -86 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,464 $1.77M 0.25% -35 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,376 $1.73M 0.02% +213 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,195 $1.66M 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Veracity Capital LLC More: the full row for Veracity Capital LLC 4,057 $1.6M 0.43% -406 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,037 $1.6M 0.29% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,806 $1.5M 0.26% -890 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,802 $1.5M 0.31% -35 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,549 $1.4M 0.16% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,405 $1.35M 0.14% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,303 $1.31M 0.02% -999 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,963 $1.25M 0.52% +18 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,006 $1.19M 0.45% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,000 $1.19M 0.04% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,887 $1.14M 0.06% -445 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,386 $944K 0.03% +597 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,360 $933K 0.19% -271 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,852 $858K 0.04% -212 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,151 $851K 0.57% +720 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,000 $791K 0.23% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,000 $791K 0.43% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,936 $766K 0.01% +39 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,681 $743K 0.01% +272 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,837 $726K 0.08% -38 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,816 $718K 0.17% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,785 $706K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,708 $675K 0.06% +78 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,584 $626K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,507 $596K 0.16% +49 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,500 $593K 0.16% -66 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,480 $585K 0.04% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,458 $577K 0.04% -204 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,448 $572K 0.39% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,422 $562K 0.09% -27 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,324 $524K 0.01% -18 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,308 $517K 0.31% -79 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,235 $488K 0.13% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,175 $465K 0.01% -113 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,167 $461K 0.05% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,055 $456K 0.21% +1 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,144 $452K 0.1% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,137 $450K 0.39% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,072 $424K 0.06% +56 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,060 $419K 0.03% +208 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,056 $418K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,050 $415K 0.05% +108 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,020 $403K 0.13% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 917 $363K 0.02% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 898 $355K 0.04% -2 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 875 $346K 0.24% -25 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 771 $305K 0.03% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 766 $303K 0.06% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 765 $302K 0.15% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 762 $301K 0.05% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 730 $289K 0.21% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 711 $281K 0.16% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 635 $268K 0.05% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 627 $265K 0.13% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 650 $257K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 632 $250K 0.03% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 594 $235K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 580 $229K 0.02% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 570 $225K 0.08% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 569 $225K 0.08% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 524 $207K 0.03% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 520 $206K 0.08% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $158K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 375 $158K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $119K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 276 $109K 0.01% +102 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 267 $106K 0.01% +82 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 262 $104K 0.02% -43 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 243 $96.1K 0.07% -3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 230 $90.9K 0.05% -8 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 200 $79.1K 0.05% -100 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 182 $72K 0.04% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 177 $71K 0.03% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 76 $30.1K 0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 61 $24.1K 0.01% +26 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 32 $12.7K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 16 $6.41K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 12 $4.75K <0.01% +4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6 $2.37K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3 $1.19K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $791 <0.01% 0 13F-HR Timeline