Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 20,473 $9.9M 0.86% -347 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18,102 $8.75M 0.23% -286 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,194 $7.35M 0.2% +13,975 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,517 $5.57M 0.67% +22 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 10,496 $5.07M 1.11% -2,001 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,141 $3.94M 0.03% +1,553 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 7,048 $3.41M 1.32% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,745 $2.72M 0.03% +110 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,061 $2.45M 0.08% +427 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 4,408 $2.13M 0.18% +667 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,067 $1.97M 0.7% +69 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,966 $1.92M 0.2% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,650 $1.76M 0.2% +5 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,036 $1.47M 0.36% +875 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,024 $1.46M 0.09% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,890 $1.4M 0.26% -267 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,846 $1.38M 0.2% +46 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,810 $1.36M 0.03% +109 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,652 $1.28M 0.03% -1,495 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,624 $1.27M 0.03% +137 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,538 $1.23M 0.82% +8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,268 $1.1M 0.03% -92 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,114 $1.02M 0.11% -1,314 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,747 $845K 0.16% -1 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 1,742 $842K 0.47% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,703 $823K 0.01% +998 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,705 $822K 0.34% +26 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,684 $814K 0.58% +65 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,670 $807K 0.25% -35 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Pacifica Partners Inc. 1,265 $610K 0.18% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,155 $558K 0.1% +2 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,098 $531K 0.2% -69 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,082 $523K 0.11% +30 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,035 $500K 0.01% +30 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,006 $486K 0.01% +121 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 973 $471K 0.02% -13 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 946 $458K 0.03% +53 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 878 $424K 0.07% -12 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 858 $415K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 845 $409K 0.03% +248 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 827 $394K 0.08% -71 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 740 $358K 0.02% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 646 $313K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 632 $306K 0.1% +554 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 626 $303K 0.05% +125 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 613 $296K 0.06% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 607 $293K 0.06% -3 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 603 $292K 0.15% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 587 $280K 0.04% -449 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 573 $277K 0.07% +1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 550 $266K 0.07% +3 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 547 $265K 0.12% -67 13F-HR/A Timeline Baring Financial LLC More: the full row for Baring Financial LLC 545 $263K 0.14% +3 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 508 $259K 0.08% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 529 $256K <0.01% +1 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 510 $247K 0.11% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 480 $232K 0.07% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 478 $231K 0.14% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 453 $219K <0.01% +47 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 419 $203K 0.03% -19 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 415 $201K 0.03% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 414 $200K 0.04% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 386 $187K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 333 $161K 0.46% +71 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 239 $116K 0.08% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 223 $108K 0.01% +7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 205 $99.1K 0.01% -44 13F-HR Timeline Trust Co More: the full row for Trust Co 93 $45K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 92 $44.4K 0.03% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 80 $38.7K 0.01% +12 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 63 $30.5K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $29K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 51 $24.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 33 $16K <0.01% -5 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 27 $13.1K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 23 $11.1K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $4.83K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $4.83K <0.01% +5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $3.38K <0.01% -4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $2.9K <0.01% -3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6 $2.9K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1 $484 <0.01% -4 13F-HR Timeline