Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 789,995 $67.5M 0.48% +1,232 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 552,222 $47.2M 3.79% -2,400 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 461,025 $39.4M 1.26% -17,168 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 376,964 $32.2M 5% -26,349 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 271,323 $23.2M 0.15% -1,198,825 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 264,227 $22.6M 0.34% -3,131 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 254,705 $21.8M 1.16% -2,142 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 252,502 $21.6M 0.57% -11,220 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 244,122 $20.9M 0.16% 0 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 232,434 $19.9M 0.1% -3,450 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 232,124 $19.8M 0.27% -663 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 202,809 $17.3M 9.17% -9,101 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 189,611 $16.2M 13.6% -1,731 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210,057 $16.1M 0.02% -28,473 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 185,061 $15.8M 0.26% -7,550 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 147,122 $12.6M 6.37% -55 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 144,937 $12.4M 4.27% +84 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 97,737 $8.35M 0.16% +7,314 13F-HR Timeline CX Institutional More: the full row for CX Institutional 92,959 $7.94M 0.22% +86,510 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 79,460 $6.77M 6.3% -812 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 68,002 $5.81M 1.51% -2,328 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 61,560 $5.26M 0.53% -3,975 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 53,414 $4.56M 0.13% +1,079 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 49,885 $4.26M 0.44% -2,874 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 45,704 $3.9M 0.84% -281 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 37,747 $3.22M 0.05% -760 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 37,715 $3.22M 0.07% -50 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 36,715 $3.14M 0.12% -765 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 36,355 $3.11M 1.48% +523 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 33,208 $2.84M 0.1% +2,858 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 32,913 $2.81M 0.18% -1 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 26,279 $2.24M 0.07% +2,528 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 25,207 $2.15M 0.14% +1,132 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,762 $2.04M 0.05% +7,483 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,461 $2M 0.59% +195 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 22,986 $1.98M 0.05% +3,394 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,760 $1.86M 0.2% -1,282 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18,950 $1.62M 0.2% 0 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 18,646 $1.59M 0.35% -3,785 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 17,142 $1.46M 0.25% +1,157 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,033 $1.45M 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,012 $1.45M 0.03% -31 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 15,946 $1.36M 0.05% -1,425 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 15,217 $1.3M 0.01% +12,920 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,740 $1.28M 0.15% -675 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,765 $1.26M 0.27% +1,500 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 14,375 $1.23M 0.22% +621 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,320 $1.22M 0.06% +1,871 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,510 $1.15M 0.3% +25 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 12,329 $1.05M 0.38% +641 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 11,442 $971K 0.56% +1,226 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,285 $964K 0.08% -197 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,820 $924K 0.1% -11,859 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 9,353 $799K 0.25% +1,081 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,850 $756K 0.16% -476 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,519 $738K 0.02% +1,821 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,305 $709K 0.01% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,300 $709K 0.02% +3,701 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,285 $708K 0.02% -680 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,110 $693K 0.21% -316 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,067 $689K 0.1% +640 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,066 $689K 0.04% +492 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,740 $658K 0.13% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,512 $642K 0.01% -277 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,600 $563K 0.05% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,015 $514K 0.13% +225 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,770 $493K 0.1% +574 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,745 $491K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,507 $470K 0.04% -2,318 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,297 $452K 0.2% +184 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 4,725 $403K 0.1% +225 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,561 $390K 0.02% -508 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,175 $353K 0.18% -2,160 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,726 $318K 0.06% -3,950 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,373 $290K 0.01% -77 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,369 $288K 0.04% +391 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,058 $261K 0.12% +521 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,955 $252K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,851 $244K 0.01% -648 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,595 $222K 0.07% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,480 $212K 0.04% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,480 $212K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,430 $208K 0.01% +150 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,430 $208K 0.02% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,420 $206K 0.04% +30 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,398 $205K 0.01% -69 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,385 $204K 0.11% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,280 $195K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,650 $141K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 1,320 $113K 0.05% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 946 $80.8K 0.01% -645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 810 $68.9K 0.04% -49 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 655 $55.9K 0.02% +424 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 651 $55.6K 0.03% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 631 $53.9K 0.01% +125 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 600 $51.2K <0.01% +300 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 600 $51.2K 0.03% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 519 $44.3K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 488 $41.7K 0.01% -76 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 437 $37.3K 0.02% +14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 319 $27.2K 0.01% -245 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 255 $21.8K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 195 $16.7K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 165 $14.1K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 150 $12.8K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 147 $12.6K <0.01% +72 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 137 $11.7K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 130 $11.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 114 $9.74K <0.01% -1,817 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 91 $7.77K <0.01% +16 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 76 $6.49K <0.01% -15 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 60 $5.12K <0.01% +15 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 60 $5.1K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 38 $3.25K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13 $1.11K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $171 <0.01% new 13F-HR Timeline