Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 730,921 $106M 0.79% +10,500 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 644,977 $96.3M 5.08% -322 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 532,699 $77.4M 1.04% -19,456 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 458,433 $66.6M 2.55% -31,616 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 369,628 $53.7M 0.64% -7,016 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 337,040 $49M 2.15% +56,052 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 270,888 $39.4M 2.97% -2,438 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 195,900 $28.5M 0.43% +4,140 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 166,757 $24.2M 0.77% -8,922 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 160,388 $23.3M 1.39% +1,503 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 142,000 $20.6M 3.9% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 140,363 $20.4M 0.54% -10,415 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 132,641 $19.3M 0.14% +11,956 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 125,784 $18.3M 2.72% -944 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 120,805 $17.6M 0.48% -7,788 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 102,942 $15M 1.29% -1,010 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 100,519 $14.6M 0.49% +5,527 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 92,848 $13.5M 0.95% -624 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 86,922 $12.6M 0.86% -777 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 77,959 $11.3M 0.75% -2,721 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 70,117 $10.2M 0.88% -13,736 13F-HR Timeline Group BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 69,500 $10.1M 3.28% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 66,609 $9.68M 0.28% +5,124 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 55,775 $8.11M 0.17% +1,659 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 54,318 $7.89M 0.78% -5 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 48,400 $7.03M 0.4% -1,679 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 48,307 $7.02M 0.76% -1,950 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 44,851 $6.52M 0.17% -692 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 43,902 $6.27M 0.08% +6,239 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,432 $5.61M 0.13% +11,142 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35,530 $5.16M 0.14% -59,787 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 34,764 $5.05M 0.14% +776 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 33,285 $4.84M 1.06% +27,912 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30,509 $4.43M 0.41% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 29,398 $4.27M 2.06% -7,331 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 29,165 $4.24M 0.6% -272 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 28,835 $4.19M 1.62% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 27,996 $4.07M 0.43% -816 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 26,612 $3.87M 0.35% -386 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 26,416 $3.84M 1.36% -24 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 25,751 $3.74M 0.54% +1,145 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 25,696 $3.73M 0.27% -432 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 22,854 $3.32M 2.3% -444 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 22,830 $3.32M 0.69% +165 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 21,691 $3.15M 1.74% -512 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 21,284 $3.09M 0.47% +61 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,241 $2.94M 0.18% +757 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 19,310 $2.81M 0.97% -631 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 18,204 $2.65M 0.02% +12,833 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 18,087 $2.63M 0.16% -315 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 17,854 $2.59M 0.24% -553 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 17,413 $2.53M 0.21% -3,215 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 16,927 $2.46M 0.49% -355 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 16,507 $2.4M 0.13% -202 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 16,408 $2.38M 0.63% +227 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 16,370 $2.34M 1.56% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 16,389 $2.33M 0.44% -12,030 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 15,861 $2.3M 0.51% -661 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,645 $2.27M 0.23% +89 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,136 $2.2M 0.42% +64 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 14,785 $2.15M 0.38% +5,824 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 14,361 $2.09M 0.34% -5,644 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 14,330 $2.08M 1.29% -27 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 14,318 $2.08M 1.31% -121 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,210 $2.06M 0.22% -2,714 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 13,927 $2.02M 0.16% +457 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 13,895 $2.02M 0.47% -5,235 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,744 $2M 0.08% -24 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 13,401 $1.95M 0.55% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13,395 $1.95M 0.34% +20 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 13,162 $1.91M 0.82% +707 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 12,410 $1.8M 0.37% -8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,270 $1.78M 0.15% +185 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,235 $1.78M 0.52% +8,110 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 11,830 $1.72M 1.13% -451 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 11,720 $1.69M 0.49% -522 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,515 $1.67M 0.93% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 10,314 $1.5M 0.48% -1,850 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 10,090 $1.47M 0.17% -560 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 9,950 $1.45M 0.74% -179 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,949 $1.45M 0.23% -90 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,865 $1.43M 0.86% -185 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,768 $1.42M 0.25% +544 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,377 $1.36M 0.24% -343 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,945 $1.3M 0.49% +398 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,894 $1.29M 0.1% +147 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,686 $1.26M 0.68% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,433 $1.23M 0.26% -45 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,417 $1.22M 0.87% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 8,350 $1.21M 0.11% +166 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,328 $1.21M 0.08% -70 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,281 $1.2M 0.1% +192 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,236 $1.2M 0.86% +671 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,238 $1.2M 0.44% -1,202 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,031 $1.17M 0.21% -748 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,998 $1.16M 0.14% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,830 $1.14M 0.14% +950 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,747 $1.13M 0.25% +638 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,386 $1.07M 0.11% +159 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,267 $1.06M 0.01% -60 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,915 $1M 0.24% -236 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,803 $989K 0.55% -400 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 6,698 $973K 0.55% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,638 $965K 0.67% +362 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,512 $946K 0.37% -320 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,351 $923K 0.05% -173 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,402 $878K 0.92% new 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 6,085 $875K 0.56% -168 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,000 $872K 0.1% +118 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,978 $869K 0.2% +35 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,935 $862K 0.07% -332 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,826 $847K 0.06% -45 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,803 $843K 0.65% -80 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,030 $841K 0.17% -131 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,562 $808K 0.14% -110 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,289 $773K 0.51% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,240 $762K 0.06% +19 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,215 $758K 0.45% +2,432 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,204 $729K 0.34% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,935 $717K 0.17% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,940 $705K 0.08% -15 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,756 $691K 0.08% +134 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,730 $687K 0.25% -130 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,715 $685K 0.29% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,599 $668K 0.26% -226 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,564 $663K 0.11% -1 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,542 $660K 0.26% -506 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,458 $648K 0.23% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,424 $643K 0.12% +398 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,377 $636K 0.13% +310 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,244 $617K 0.01% +521 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,282 $616K 0.26% -51 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,227 $614K 0.23% -193 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,215 $612K 0.53% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,185 $608K 0.49% -73 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,176 $607K 0.18% -588 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,136 $601K 0.33% +74 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,143 $590K 0.03% -774 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,574 $588K 0.19% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,928 $571K 0.06% -24 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,925 $570K 0.1% -430 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 3,917 $569K 0.42% +599 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,866 $562K 0.15% +8 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,856 $560K 0.31% -48 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,756 $546K 0.33% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,710 $539K 0.53% -85 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,653 $527K 0.26% +17 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,477 $505K 0.21% +4 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,357 $488K 0.33% -65 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,215 $467K 1.34% -470 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,198 $465K 0.16% +7 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,127 $450K 0.25% +100 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,061 $447K 0.08% -50 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,978 $433K 0.15% +53 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,915 $424K 0.09% -63 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,766 $402K 0.08% -8 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,660 $387K 0.1% -44 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,654 $386K 0.1% -10 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,611 $379K 0.08% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,598 $378K 0.09% -59 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,465 $358K 0.14% +37 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,363 $343K 0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,353 $342K 0.02% +167 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,277 $331K 0.12% +94 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,192 $319K 0.09% -20 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 2,169 $315K 0.22% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,120 $308K 0.18% +29 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,085 $303K 0.13% -17 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,068 $301K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,034 $296K 0.03% +1,495 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,000 $291K 0.11% -10 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $291K 0.21% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,999 $290K 0.08% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,975 $287K 0.1% +400 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,944 $282K 0.15% +438 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,910 $278K 0.08% +301 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,843 $268K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,833 $266K 0.02% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,831 $263K 0.05% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,800 $262K 0.12% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,653 $240K 0.03% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,581 $230K 0.05% -387 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,565 $227K 0.01% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,560 $227K 0.12% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,520 $221K 0.07% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,507 $219K 0.12% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,482 $213K 0.06% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,391 $202K 0.04% -1,153 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,388 $202K 0.02% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,379 $200K 0.03% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,241 $180K 0.1% -1,025 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 849 $123K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 719 $104K 0.06% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 703 $102K 0.05% +127 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 638 $92.7K 0.06% +362 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 451 $66K 0.03% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 437 $63.5K 0.04% -159 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 425 $61.8K 0.04% +14 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 379 $55.1K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 274 $39.8K 0.02% 0 13F-HR Timeline