Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 308,040 $41.3M 0.31% +3,300 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 261,476 $35M 1.54% +88,338 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 257,400 $34.5M 2.97% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 212,979 $28.5M 1.79% +53,876 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 193,191 $25.9M 0.37% -66,366 13F-HR Timeline Group Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 124,338 $16.7M 14.61% 0 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 120,230 $16.1M 0.37% -135 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 94,071 $12.6M 0.33% +16,997 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 92,873 $12.4M 0.33% +9,856 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 86,597 $11.6M 2.72% -7,940 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 83,075 $11.1M 0.66% +15,025 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 68,387 $9.16M 0.79% -1,659 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 67,916 $9.1M 0.12% -9,745 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 65,825 $8.82M 4.26% -5,499 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 65,236 $8.74M 1.06% +722 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 57,385 $7.69M 0.05% +4,358 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 56,476 $7.57M 0.48% +126 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 50,383 $6.75M 3.25% +94 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 48,359 $6.47M 2.65% -399 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 47,840 $6.41M 0.42% -4,205 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 41,124 $5.51M 0.4% new 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 39,478 $5.29M 0.82% +3,817 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 33,677 $4.51M 2.54% -3,043 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29,473 $3.95M 0.13% +5,252 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 19,247 $2.58M 0.93% -11,480 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 19,131 $2.56M 0.27% +1,259 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 18,445 $2.47M 0.54% +1,055 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 17,596 $2.36M 1.26% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 16,675 $2.23M 1.62% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 16,218 $2.17M 0.01% -3,096 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 16,078 $2.15M 0.19% +1,230 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,286 $2.05M 0.04% +1,583 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 15,260 $2.04M 0.16% -649 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 14,785 $1.98M 0.58% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,460 $1.8M 0.98% -1,339 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 13,038 $1.75M 0.14% +484 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 12,601 $1.69M 0.29% +101 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 12,324 $1.65M 1.46% new 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 11,859 $1.59M 1.13% +115 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,354 $1.59M 0.04% +1,197 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,599 $1.55M 0.34% -2,057 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,910 $1.46M 0.67% -150 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,544 $1.41M 0.31% -1,965 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,235 $1.37M 0.08% +731 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,082 $1.22M 0.03% +667 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,520 $1.14M 0.03% +820 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,457 $1.13M 0.39% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 8,379 $1.12M 0.62% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,566 $1.01M 0.14% +3,800 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,524 $1.01M 0.18% -150 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,672 $894K 0.01% -4,306 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,205 $832K 0.87% +2,895 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,045 $810K 0.05% -195 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,693 $763K 0.13% +1,412 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,367 $740K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,131 $688K 0.06% -80 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,940 $662K 0.07% +3,254 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,745 $636K 0.23% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,621 $619K 0.27% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,550 $610K 0.1% -309 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,322 $579K 0.03% +303 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,145 $555K 0.16% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,800 $509K 0.08% -504 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,518 $492K 0.02% +247 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,519 $472K 0.04% +306 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,438 $461K 0.13% +14 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,629 $352K 0.13% +194 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,370 $318K 0.29% -1,000 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 2,125 $285K 0.06% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,081 $279K 0.03% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,060 $276K 0.03% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 2,000 $268K 0.08% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,945 $261K 0.03% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,929 $259K 0.16% -151 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,913 $256K 0.03% -72 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,730 $232K 0.05% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,690 $226K 0.1% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,615 $216K 0.15% -458 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,448 $194K 0.13% +1,398 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,371 $184K 0.01% -65 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,055 $141K 0.08% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 929 $124K 0.01% -944 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 873 $117K 0.01% +534 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 811 $109K 0.05% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 812 $109K <0.01% -496 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 657 $88K 0.07% +557 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 600 $80.4K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 516 $71.1K 0.04% +370 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 485 $65K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 301 $40.3K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 290 $38.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 278 $37.3K 0.01% +173 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 154 $20.6K <0.01% +54 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 144 $19.3K 0.01% +4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 139 $18.6K 0.01% +33 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 70 $9.38K <0.01% -75 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 60 $8.04K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 45 $6.03K <0.01% -164 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 33 $4.42K <0.01% -105 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 15 $2.07K <0.01% -13 13F-HR Timeline