Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 1,245,090 $86.6M 0.65% +18,200 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 925,785 $64.3M 0.89% +85,398 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 557,880 $38.8M 1.05% -1,917 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 385,704 $26.8M 1.18% +128,555 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 317,700 $22.1M 1.9% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 269,854 $18.8M 0.27% +10,885 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 251,989 $17.5M 2.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 236,595 $16.5M 0.98% -34,425 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 219,221 $15.3M 0.58% +47,339 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 190,144 $13.2M 0.09% +12,560 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 189,186 $13.2M 0.09% -14,751 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 177,186 $12.3M 1.07% +1,224 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 176,024 $12.2M 0.16% -286,838 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 174,772 $12.2M 1.05% +10,520 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 156,027 $10.9M 0.28% -38,778 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 150,000 $10.4M 1.97% +50,000 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 134,253 $9.34M 1.09% +19,963 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 122,727 $8.54M 0.29% +10,664 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 116,842 $8.36M 0.2% +9,979 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 112,257 $7.81M 3.04% new 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 106,535 $7.41M 0.17% -474,810 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 104,772 $7.29M 0.68% -15,810 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 98,620 $6.86M 0.1% -268,657 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 93,102 $6.48M 1.09% -21,264 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 81,522 $5.67M 0.36% -1,759 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 69,767 $4.85M 0.1% -2,766 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 60,716 $4.22M 1.53% -16,972 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54,175 $3.77M 0.11% -23,384 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 53,264 $3.71M 0.31% +19,798 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 52,749 $3.67M 2.22% +1,113 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 47,609 $3.31M 0.18% +2,272 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 44,626 $3.11M 0.08% +1,715 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 38,583 $2.68M 0.29% +1,747 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 38,152 $2.68M 1.2% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,674 $2.42M 0.03% +12,279 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 34,622 $2.41M 0.15% -1,845 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 34,150 $2.38M 0.92% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 34,055 $2.37M 0.34% +585 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 32,316 $2.25M 0.24% +540 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 30,656 $2.13M 0.42% +636 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 27,974 $1.95M 0.16% -2,415 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 27,398 $1.91M 1.66% -132 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 26,524 $1.85M 0.18% -3,539 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 25,302 $1.76M 0.3% +796 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25,098 $1.75M 0.05% +1,808 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 24,670 $1.72M 0.83% +1,468 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 24,067 $1.67M 1.19% +10,723 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 22,933 $1.6M 0.68% +1,286 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 22,515 $1.57M 0.28% +1,532 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 22,280 $1.55M 0.8% +1,460 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,689 $1.51M 0.04% -1,724 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 20,982 $1.46M 0.53% +18,582 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19,908 $1.42M 0.06% -351 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 20,407 $1.42M 1.02% -5,810 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 20,326 $1.41M 1.33% +2,026 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 18,785 $1.31M 0.34% +72 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,594 $1.29M 0.11% new 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 18,591 $1.29M 0.73% +2,158 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 16,828 $1.17M 0.29% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 16,665 $1.16M 0.07% -34,879 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 16,973 $1.15M 0.48% +352 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 16,246 $1.13M 0.27% -2,547 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,533 $1.08M 0.09% +3,119 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 13,680 $952K 0.33% +864 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,253 $853K 0.45% +1,545 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,975 $833K 0.05% +760 13F-HR Timeline ANB BANK More: the full row for ANB BANK 11,743 $817K 0.29% +1,756 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,069 $770K 0.09% +586 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,912 $759K 0.16% +151 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,760 $749K 0.22% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10,617 $739K 0.04% +1,548 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,566 $735K 0.01% +214 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,237 $712K 0.05% -772 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,000 $696K 0.45% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,864 $686K 0.39% +353 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,781 $681K 0.18% +68 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,200 $640K 0.35% 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,609 $599K 0.1% +390 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,445 $588K 0.09% -680 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,067 $561K 0.13% +360 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,037 $559K 0.04% +52 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,012 $557K 0.01% -175 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,936 $552K 0.2% -1,097 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 7,863 $547K 0.2% +4,871 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,801 $543K 0.13% +2,653 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,650 $532K 0.12% -30 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,580 $527K 0.04% -6,600 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,156 $498K 0.06% -534 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,994 $487K 0.25% +3,832 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,929 $482K 0.11% +282 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,791 $473K 0.02% +2,202 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 6,669 $464K 0.19% -726 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,597 $459K 0.32% +596 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,404 $446K 0.03% -360 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,446 $443K 0.08% +107 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,272 $436K 0.33% -3,173 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,207 $432K 0.33% +160 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 6,123 $426K 0.25% -6,099 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,117 $426K 0.18% +55 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,026 $419K 0.04% +166 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 6,025 $419K 0.36% -325 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,001 $418K 0.08% +261 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,972 $416K 0.28% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,755 $400K 0.08% +1,015 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,721 $398K 0.06% -2,358 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,710 $397K 0.03% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,662 $394K 0.11% +573 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,295 $368K 0.07% -5,650 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,290 $368K 0.17% -575 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,259 $366K 0.02% -809 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,257 $366K 0.28% -41 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,174 $360K 0.06% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,010 $349K 0.13% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,857 $338K 0.06% -70 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,778 $332K 0.24% -298 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,932 $331K 0.05% -2,481 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,445 $309K 0.11% -89 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,418 $307K 0.11% +1,278 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,404 $306K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,382 $305K 0.08% -95 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,351 $303K 0.09% +720 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,240 $295K 0.18% -10 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,188 $291K 0.02% +244 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,081 $284K 0.11% -520 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,063 $283K 0.03% -1,084 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,034 $281K 0.11% +186 13F-HR Timeline TLWM More: the full row for TLWM 4,019 $280K 0.04% +269 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,970 $276K 0.18% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,964 $276K 0.05% -244 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,048 $275K 0.15% -20 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,941 $274K 0.07% -878 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,809 $265K 0.03% +450 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,648 $260K 0.08% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,696 $257K 0.15% -129 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 3,694 $257K 0.14% -315 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,685 $256K 0.09% +674 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,683 $256K 0.08% +212 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,549 $247K 0.02% -257 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 3,444 $240K 0.18% +440 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,550 $238K 0.1% +12 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,338 $232K 0.07% -1,105 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,163 $220K 0.13% -425 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,161 $220K 0.02% +16 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 3,090 $215K 0.06% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,010 $209K 0.02% -520 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,008 $209K 0.05% -19 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,994 $208K 0.02% -26 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,984 $208K 0.11% -60 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,882 $201K 0.19% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,970 $134K 0.04% +970 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,310 $91K 0.02% -259,289 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,096 $76.3K 0.06% +696 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,001 $69.7K 0.02% +550 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 969 $67.4K 0.01% -221 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 690 $48K 0.03% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 500 $34.9K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 420 $29.2K 0.01% +25 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 380 $26.4K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 350 $24.4K <0.01% -100 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 308 $21.4K 0.01% +18 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 304 $21.2K 0.01% +196 13F-HR Timeline Trust Co More: the full row for Trust Co 254 $17.7K <0.01% +138 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 226 $15.7K 0.01% +6 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 222 $15.5K 0.01% +170 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 119 $8.28K <0.01% -152 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 80 $5.57K <0.01% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 70 $4.87K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 15 $1.04K <0.01% 0 13F-HR Timeline