Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 240,029 $95.4M 0.71% +3,700 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 212,179 $84.3M 1.01% -13,886 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 184,556 $73.3M 1.11% -9,788 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 173,721 $69M 4.32% -20,869 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 158,591 $63M 1.71% -28,006 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 138,190 $54.9M 4.76% -334 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 135,200 $53.7M 4.62% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 117,516 $46.7M 0.67% -57,700 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 115,092 $45.7M 0.61% -19,777 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 93,910 $37.3M 0.85% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 93,880 $37.3M 0.98% -5,091 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 70,689 $28.1M 0.2% +9,735 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 67,708 $26.9M 2.51% -2,191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 58,631 $23.3M 1.02% -112,290 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 55,758 $22.2M 0.58% +216 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 50,406 $20M 2.33% +208 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 50,128 $19.9M 1.26% -91 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 49,433 $19.6M 1.7% -1,430 13F-HR Timeline CX Institutional More: the full row for CX Institutional 34,543 $13.7M 0.37% +27,826 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29,037 $11.5M 0.39% +1,943 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 25,026 $9.94M 0.55% -758 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,705 $9.42M 1.86% -513 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,780 $9.05M 0.19% -309 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 21,353 $8.97M 1.69% -3,451 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 22,467 $8.93M 1.81% -366 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 21,236 $8.44M 1.43% -36 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 21,060 $8.37M 3.95% -25 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 20,632 $8.2M 1.39% -2,969 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,615 $6.6M 0.45% +110 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 16,396 $6.51M 0.25% -363 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,300 $6.08M 0.17% -54 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 11,775 $4.68M 2.15% -325 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,130 $4.44M 0.11% +1,297 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,513 $4.18M 0.92% -799 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 9,766 $3.88M 2.25% -664 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 9,619 $3.82M 1.48% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,330 $3.71M 0.3% +2,295 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,075 $3.61M 0.41% -33 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,853 $3.52M 0.27% -85 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 8,627 $3.48M 1.56% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,739 $3.47M 0.21% +186 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,621 $3.43M 0.22% -207 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,432 $3.35M 1.99% -64 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,259 $3.28M 0.84% -196 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,903 $3.14M 3.06% -716 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,854 $3.12M 1.91% +100 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,446 $2.96M 0.45% -182 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 7,419 $2.95M 0.24% -2,283 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,188 $2.86M 0.41% -204 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,095 $2.82M 0.3% -8,773 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 6,950 $2.76M 0.16% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,709 $2.67M 1.84% -5 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,410 $2.55M 2.19% +5,061 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,162 $2.45M 1.9% -23 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,039 $2.4M 0.19% +95 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,725 $2.27M 1.23% -1,368 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,621 $2.27M 0.33% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 4,187 $1.66M 0.09% -601 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 4,123 $1.64M 0.37% +120 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,709 $1.5M 0.02% +114 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,624 $1.44M 0.05% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,586 $1.42M 0.75% -1,304 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,424 $1.36M 0.35% -200 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,401 $1.35M 0.75% 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,288 $1.31M 0.09% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,226 $1.28M 1.08% +20 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Violich Capital Management, Inc. 2,000 $795K 0.09% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,971 $783K 0.43% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,969 $782K 0.28% +1,097 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,864 $741K 0.26% +71 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,806 $718K 0.4% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,717 $682K 0.27% -2 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,695 $673K 0.14% -117 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,688 $671K 0.15% -153 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,686 $670K 0.21% -74 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,599 $635K 0.04% +181 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,554 $617K 0.37% -21 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,441 $573K 0.17% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,440 $572K 0.16% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,430 $568K 0.22% -6 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,400 $556K 0.27% -150 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,384 $550K 0.09% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,285 $511K 0.06% +31 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,224 $486K 0.12% -206 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,208 $480K 0.08% -423 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,184 $470K 0.26% -6 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,147 $456K 0.09% +57 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,102 $438K 0.12% +22 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,101 $437K 0.46% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,059 $421K 0.01% -91 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,054 $419K 0.02% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,052 $418K 0.22% -150 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,022 $406K 0.05% 0 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,003 $399K 0.03% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 964 $383K 0.27% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 950 $377K 0.29% 0 13F-HR Timeline Atlas Brown,Inc. 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