Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,268,049 $650M 4.86% +14,300 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 969,392 $497M 5.93% +34,656 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 801,234 $411M 2.66% -14,089 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 794,655 $407M 5.6% +95,439 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 619,403 $318M 28.41% -2,998 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 613,956 $315M 13.84% +174,601 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 578,874 $297M 4.51% -15,682 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 573,809 $294M 2.57% +552,162 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 517,109 $265M 6.07% +204,714 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 465,911 $239M 3.21% +27,517 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 384,364 $197M 1.4% +41,092 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 373,057 $191M 6.1% -15,829 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 353,759 $181M 4.79% -10,041 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 335,195 $172M 2.3% -7,155 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 294,841 $151M 5.79% +1,686 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 282,382 $145M 2.07% -22,552 13F-HR Timeline Group JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 258,320 $132M 11.41% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 251,167 $129M 3.37% +10,919 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 244,284 $125M 3.4% -13,169 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 230,099 $118M 3.99% +31,086 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 186,310 $95.6M 8.17% +1,461 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 182,123 $93.4M 1.97% +2,858 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 173,373 $88.9M 9.6% -3,706 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 147,027 $76.8M 1.84% +45,065 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 140,817 $72.2M 4.9% -8,343 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 136,113 $69.8M 1.17% -6,781 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 126,914 $67.2M 0.85% +5,571 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 130,240 $66.8M 4.18% +3,929 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 124,622 $63.9M 4.03% -3,297 13F-HR Timeline CX Institutional More: the full row for CX Institutional 121,105 $62.1M 1.68% +2,374 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 111,714 $57.3M 4.04% -1,296 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 97,699 $50.1M 4.67% -5,607 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 93,988 $48.2M 4.42% -3,869 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 93,601 $48M 4.97% -703 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 89,568 $45.9M 3.97% -1,179 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 87,234 $44.7M 6.96% -1,319 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 84,108 $43.1M 3.26% +1,380 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 80,667 $41.4M 3.59% +1,794 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 79,907 $41M 4.9% -12,732 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 75,742 $38.8M 2.21% +501 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 74,090 $38M 1.06% +2,510 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 74,000 $38M 7.17% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 71,338 $36.6M 2.64% +674 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 70,581 $36.2M 2.73% -1,570 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 69,722 $35.8M 1.98% -450 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 64,731 $33.2M 2.65% +5,387 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 62,525 $32.1M 1.98% +4,670 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 61,547 $31.6M 2.74% -2,535 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 59,543 $30.5M 3.7% -841 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 58,789 $30.2M 3.01% +2,159 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 56,353 $28.9M 2.39% -2,678 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 56,014 $28.7M 5.29% -512 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 55,366 $28.4M 13.66% +570 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 54,930 $28.2M 7.49% +863 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 54,706 $28.1M 3% -2,425 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 52,624 $27M 8.6% -634 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 49,296 $25.3M 1.67% +151 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 48,657 $25M 4.93% -987 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 45,488 $23.3M 5.12% +739 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 44,771 $23M 3.41% -407 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 44,597 $22.9M 3.84% -400 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 43,399 $22.3M 3.76% +3,222 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 41,571 $21.3M 3.73% -72 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 40,886 $21M 2.2% +6,602 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 40,538 $20.8M 3.15% -242 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 39,974 $20.5M 4.26% -397 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 39,661 $20.3M 2.02% +2,458 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 39,176 $20.1M 7.26% -19,220 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 38,598 $19.8M 7.82% -1,471 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 37,456 $19.6M 0.87% +898 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 37,990 $19.5M 6.34% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 37,923 $19.5M 2.77% +1,052 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 37,814 $19.4M 0.78% -194 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37,670 $19.3M 0.56% +788 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 35,622 $18.3M 2.13% +297 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 35,613 $18.3M 1.35% +925 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 35,544 $18.2M 3.62% -1,107 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 35,341 $18.1M 6.6% +1,320 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 34,125 $17.5M 4.29% +1,361 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 31,647 $16.2M 3.38% +416 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 30,616 $15.7M 1.77% +961 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 30,046 $15.4M 3.55% +619 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 29,234 $15M 2.88% +2,762 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 28,797 $14.8M 5.12% -1,405 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 28,295 $14.5M 4.37% +104 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 28,243 $14.5M 3.13% -879 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 27,493 $14.1M 0.51% -897 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 27,488 $14.1M 3.49% +620 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 26,473 $13.6M 0.82% -218 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 26,355 $13.5M 5.11% +117 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 25,966 $13.3M 0.86% +1,410 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 25,488 $13.1M 2.66% +1,610 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 25,090 $12.9M 3.02% -2,031 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 23,734 $12.2M 4.73% -136 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 23,504 $12.1M 1.43% +327 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,338 $12M 3.16% -64 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 23,032 $11.8M 5.43% new 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 22,448 $11.5M 6.45% -162 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 22,385 $11.5M 0.83% +854 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 21,817 $11.2M 9.89% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 21,668 $11.1M 3.93% +469 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 21,586 $11.1M 2.2% +466 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 20,277 $10.7M 2.02% -1,685 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 20,684 $10.6M 4% +22 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 20,642 $10.6M 3.53% +858 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 20,630 $10.6M 2.39% +401 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,479 $10.5M 1.65% +1,187 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 19,927 $10.2M 8.96% -1,846 13F-HR Timeline ANB BANK More: the full row for ANB BANK 19,874 $10.2M 3.62% +4 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 19,736 $10.1M 3.63% -676 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 19,681 $10.1M 1% -344 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 19,603 $10.1M 5.61% +632 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 19,371 $10M 1.44% +2,001 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 19,386 $9.94M 7.28% -724 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 19,146 $9.82M 2.77% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19,125 $9.81M 0.75% -751 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 18,565 $9.52M 2.27% -934 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,894 $9.18M 2.15% -2 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 17,877 $9.17M 0.93% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 17,863 $9.16M 6.03% -1,128 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 17,822 $9.14M 4.74% -164 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,639 $9.05M 0.75% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 17,151 $8.8M 4.71% -1,200 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 16,633 $8.53M 2.54% -604 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 16,478 $8.45M 5.03% -1,269 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,272 $8.35M 0.55% +745 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,217 $8.32M 1.62% +238 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 15,901 $8.16M 4.17% +83 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 15,875 $8.14M 5.12% -171 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 15,405 $7.9M 4.44% -4,554 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 15,308 $7.85M 6.82% -117 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 15,142 $7.77M 0.96% +2,445 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 14,905 $7.64M 1.3% -395 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,635 $7.51M 2.91% +5 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 14,406 $7.39M 0.44% +1,717 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 14,121 $7.24M 5.57% +119 13F-HR Timeline Trust Co More: the full row for Trust Co 13,914 $7.14M 0.62% -693 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 13,903 $7.13M 2.5% +37 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,835 $7.1M 3.85% -225 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 13,742 $7.05M 3.25% -52 13F-HR/A Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 13,690 $7.02M 4.67% -1 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 13,373 $6.86M 1.85% +2,715 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 89,338 $6.72M 1.16% +76,981 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,088 $6.71M 1.18% -353 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 12,928 $6.63M 0.37% +120 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 12,703 $6.51M 2.67% -87 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 12,194 $6.25M 1.09% +2,426 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 11,873 $6.09M 2.34% -69 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,570 $6.07M 2.8% -2 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,554 $5.93M 1.81% +6,986 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 11,471 $5.88M 3.17% +309 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 11,469 $5.88M 5.74% -100 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,382 $5.84M 1.52% +93 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 11,273 $5.78M 2.43% -815 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,051 $5.67M 3.92% +991 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 11,038 $5.66M 2.27% -75 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 10,916 $5.6M 2.87% +207 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,873 $5.58M 0.52% -322 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 10,943 $5.57M 0.29% -100 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 10,820 $5.55M 2.12% -292 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 10,773 $5.53M 3.82% -43 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,725 $5.5M 2.28% -94 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 10,471 $5.43M 5.05% -114 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 10,569 $5.42M 0.86% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,548 $5.41M 2.99% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 10,212 $5.24M 2.52% -219 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,198 $5.23M 0.41% +172 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 10,077 $5.17M 3.71% +1,164 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 9,991 $5.12M 1.52% +301 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,706 $4.98M 1.45% +2,174 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,700 $4.98M 3.56% -80 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,552 $4.9M 3.03% -111 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 9,551 $4.9M 1.83% +1,450 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,438 $4.84M 0.25% +4,410 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,390 $4.82M 3.21% -303 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 9,103 $4.67M 1% -166 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,095 $4.66M 2% -1,262 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 8,937 $4.58M 1.84% +67 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. 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ALLISON & CO., INC. More: the full row for M.E. 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