Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 529,950 $67.2M 0.9% +18,714 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 367,153 $46.5M 1.78% +9,403 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 182,030 $23.1M 2.76% -12,742 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 150,578 $19.1M 0.26% -158,691 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 149,520 $18.9M 0.5% +2,619 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 122,304 $15.5M 1.17% +2,070 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 112,147 $14.2M 0.45% -4,632 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 92,818 $11.8M 0.08% +5,897 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 91,907 $11.6M 1.01% -168 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 87,385 $11.1M 1.12% +42,803 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 80,931 $10.4M 0.46% -201 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 75,537 $9.57M 1.16% +854 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 69,154 $8.76M 0.95% -1,755 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 65,000 $8.24M 1.56% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 63,455 $8.04M 0.57% -886 13F-HR Timeline Group NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 62,385 $7.91M 1.33% -2,017 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 61,141 $7.75M 0.56% +663 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 60,004 $7.6M 0.66% +1,326 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 53,081 $6.73M 1% +668 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 52,353 $6.63M 0.69% -5,428 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 52,205 $6.62M 0.66% -9,597 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 52,173 $6.61M 1.45% +712 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 46,449 $5.89M 4.51% +7,455 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 46,194 $5.85M 0.2% -5,000 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 45,822 $5.81M 1.15% -925 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 45,398 $5.75M 0.12% +430 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 41,896 $5.31M 0.14% +758 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 41,151 $5.21M 1.55% +15,305 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 40,919 $5.19M 1.86% +375 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 41,078 $5.16M 1.55% +1,588 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 39,086 $4.84M 0.06% +5,622 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 37,930 $4.81M 1.75% +1,936 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 36,427 $4.62M 0.07% -3,367 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 35,475 $4.5M 0.28% -6,941 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 34,378 $4.36M 0.3% -675 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 33,584 $4.26M 2.04% +1,598 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 33,453 $4.24M 0.05% -5,843 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 32,147 $4.07M 0.23% +576 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 31,657 $4.01M 0.11% -660 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 31,299 $3.97M 1.5% -3,359 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 31,084 $3.94M 0.1% +284 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 29,798 $3.78M 0.79% +424 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 24,430 $3.1M 0.82% +141 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,316 $3.08M 0.08% +1,134 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 23,346 $2.96M 0.27% -458 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 21,198 $2.69M 0.29% -6,948 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 20,352 $2.58M 1.37% -866 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19,742 $2.5M 0.19% -936 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 18,803 $2.38M 1.1% new 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 18,338 $2.32M 0.83% +7 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 18,242 $2.31M 0.39% -13,585 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 18,151 $2.3M 0.73% -432 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 17,892 $2.27M 0.82% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17,713 $2.24M 0.21% -1,506 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,276 $2.19M 0.18% +1,641 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 16,104 $2.04M 0.39% -3,335 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 15,682 $1.99M 0.43% -1,003 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 15,424 $1.95M 0.12% +200 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,339 $1.94M 0.17% -797 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 15,016 $1.9M 0.1% +2,000 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,959 $1.9M 0.7% +974 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 13,766 $1.75M 0.31% -1,222 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 12,686 $1.61M 0.16% -149 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,496 $1.6M 0.04% +926 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 12,500 $1.58M 1.54% +468 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,407 $1.57M 0.62% -53 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 12,348 $1.56M 0.1% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,155 $1.54M 0.31% -676 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 11,973 $1.52M 1.08% +2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,422 $1.32M 0.08% -2,164 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 9,810 $1.24M 0.64% -377 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,803 $1.24M 0.19% -3 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,711 $1.23M 0.27% +4,875 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,298 $1.18M 0.2% +488 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 9,173 $1.16M 0.33% +144 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,086 $1.15M 0.06% -15 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,904 $1.13M 0.02% -29 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 8,898 $1.13M 0.71% +428 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,643 $1.1M 0.19% +4,307 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 8,079 $1.02M 0.53% -322 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,018 $1.02M 0.38% -50 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,862 $996K 0.66% +457 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,746 $982K 0.54% 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 7,480 $948K 0.36% -43 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,082 $897K 0.04% -831 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,996 $887K 0.19% -263 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,913 $876K 0.15% -208 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,843 $867K 0.23% +1 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,765 $857K 0.61% +1,469 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,277 $795K 0.09% -52 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,296 $793K 0.39% +38 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,232 $790K 0.18% +35 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,922 $750K 0.16% -384 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,837 $740K 0.07% -799 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,799 $735K 0.06% -742 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,500 $697K 0.49% -12 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,102 $691K 0.22% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,399 $684K 0.42% +621 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,240 $664K 0.15% -11 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,143 $652K 0.03% +430 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,012 $635K 0.38% -431 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,977 $631K 0.01% +2,037 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,921 $624K 0.18% -285 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,818 $611K 0.33% -750 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,829 $607K 0.11% -1,487 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,906 $607K 0.4% -733 13F-HR Timeline Trust Co More: the full row for Trust Co 4,725 $599K 0.05% -72 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,568 $579K 0.02% -400 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 4,550 $577K 0.32% -173 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,477 $567K 0.34% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,365 $553K 0.36% +74 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,363 $553K 0.04% -347 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,372 $549K 0.35% +58 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,175 $529K 0.11% +1,261 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,154 $526K 0.04% -86 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,074 $516K 0.04% -3 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,034 $507K 0.23% -70 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,999 $507K 0.09% +567 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,944 $500K 0.18% -61 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,910 $495K 0.03% -317 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,806 $482K 0.24% +395 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,778 $479K 0.08% -273 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,761 $477K 0.04% -1,128 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,664 $464K 0.25% +152 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,639 $461K 0.05% -321 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,447 $437K 0.3% -25 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,419 $433K 0.03% +229 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,243 $411K 0.06% -218 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,237 $410K 0.05% +75 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,207 $406K 0.24% -109 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,205 $406K 0.01% -916 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,075 $390K 0.04% +35 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,030 $384K 0.09% -14 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,905 $368K 0.25% -69 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,782 $353K 0.13% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,755 $349K 0.05% -142 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,707 $341K 0.05% -254 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,673 $339K 0.1% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,620 $332K 0.95% +363 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,520 $319K 0.08% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,477 $314K 0.12% +172 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,396 $304K 0.06% -19 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,321 $294K 0.19% -45 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,264 $287K 0.02% -740 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,068 $262K 0.15% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,063 $261K 0.06% -29,794 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,047 $259K 0.04% +248 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,005 $254K 0.05% +239 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,974 $250K 0.11% -100 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,972 $250K 0.17% +287 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,946 $244K 0.05% -18 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,786 $226K 0.04% -439 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,762 $223K 0.06% -646 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,735 $220K 0.12% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,722 $218K 0.12% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,613 $204K 0.05% -211 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,596 $202K 0.05% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,513 $190K 0.11% +400 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,245 $158K 0.09% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,006 $127K 0.06% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 861 $109K 0.04% -262 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 832 $105K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 782 $99.1K 0.08% +63 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 745 $93.5K 0.04% +6 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 510 $64.6K 0.05% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 456 $57.8K 0.01% -2,185 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 397 $50.3K 0.02% +5 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 338 $42.8K 0.03% +71 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 274 $34.7K 0.02% +26 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 201 $26K 0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $25.3K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 195 $24.7K 0.01% -141 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 129 $16.3K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 129 $16.3K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 67 $8.49K 0.01% +11 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 21 $2.66K <0.01% 0 13F-HR Timeline