EASTERN BANK More: the full row for EASTERN BANK 747,281 $155M 2.36% +16,019 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 575,518 $120M 3.44% +110,257 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 571,324 $119M 2.51% -12,540 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 384,586 $80M 2.1% +5,887 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 280,264 $58.3M 4.44% +393 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 278,400 $57.9M 4.81% +183,222 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 276,775 $57.6M 0.77% +13,375 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 235,434 $49M 15.59% +7,747 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 225,453 $46.9M 2.82% +85,853 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180,397 $37.5M 0.27% +12,964 13F-HR Timeline PartnerRe Asset Management CORP More: the full row for PartnerRe Asset Management CORP 139,696 $29.1M 17.98% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 125,414 $26.3M 15.2% +2,195 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 122,271 $25.4M 1.65% -5,536 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 110,735 $23M 6.88% -2,742 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 110,500 $23M 16.4% -8,341 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 98,246 $20.4M 2.42% +147 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 95,179 $19.8M 6.79% -2,144 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 91,504 $19M 8.67% +4,054 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 71,026 $14.8M 3.79% +1,228 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 61,719 $12.8M 3.46% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 58,044 $12.1M 0.87% +1,022 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 55,913 $11.8M 2.97% -3,963 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 49,209 $10.2M 2.97% -597 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 43,193 $8.98M 1.11% -90 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 41,116 $8.66M 1% +1,028 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 40,428 $8.41M 0.54% -1,818 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 37,990 $7.9M 3.07% +3,762 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 37,962 $7.9M 1.38% +2,345 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 32,781 $6.82M 0.35% +2,860 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 32,374 $6.73M 0.51% -745 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,795 $5.78M 0.61% +6,795 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 27,705 $5.76M 3.96% +67 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 24,901 $5.18M 0.81% -4,748 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 24,741 $5.15M 0.73% -265 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 23,206 $4.83M 0.86% -3,315 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 23,203 $4.83M 2.32% -796 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 22,616 $4.7M 2.92% -9,644 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 16,507 $3.43M 2.24% +1,804 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 14,664 $3.05M 0.82% +47 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 14,505 $3.02M 0.63% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 13,639 $2.84M 2.44% -32,447 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,271 $2.76M 0.18% +9,243 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 12,988 $2.7M 1.16% -748 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,857 $2.67M 0.78% +4,006 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,924 $2.53M 0.06% +1,500 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 9,581 $1.99M 0.24% +324 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,379 $1.95M 1.3% +217 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,379 $1.95M 0.19% +210 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,123 $1.9M 0.87% +549 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,044 $1.88M 0.05% -1,212 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,062 $1.68M 0.36% -11,169 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,620 $1.59M 0.31% -348 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,354 $1.53M 0.55% -119 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,854 $1.43M 0.08% -236 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,560 $1.36M 0.05% +1,288 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,802 $1.21M 0.24% +5 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,375 $1.12M 0.29% +145 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,104 $1.06M 0.04% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,961 $1.03M 0.15% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,892 $1.02M 0.47% +76 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,888 $1.02M 0.1% -112 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,850 $1.01M 0.23% +1,068 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,788 $996K 0.11% +540 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,735 $985K 0.28% +1,159 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,504 $937K 0.6% +692 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,850 $801K 0.17% -283 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,817 $794K 0.56% +31 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,738 $778K 0.05% +88 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,688 $767K 0.42% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,668 $763K 0.27% +912 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,519 $732K 0.46% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,501 $728K 0.32% +838 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,473 $723K 0.08% +111 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,454 $718K 0.25% +11 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,217 $669K 0.13% +48 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,176 $669K 0.01% +863 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,165 $658K 0.37% +1,050 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 3,109 $647K 0.16% +12 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,068 $638K 0.25% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,953 $626K 0.03% +146 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,996 $623K 0.15% +99 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,951 $614K 0.11% -102 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,794 $581K 0.35% -21 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,593 $539K 0.04% +45 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,493 $519K 0.06% +7 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,390 $497K 0.3% +904 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,302 $479K 0.11% -197 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,228 $463K 0.15% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,200 $458K 0.26% -48 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,160 $449K 0.17% -100 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,066 $430K 0.09% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,064 $429K 0.09% +8 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,018 $420K 0.06% +6 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,826 $383K 0.11% +76 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,841 $383K 0.07% +214 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,835 $382K 0.13% -239 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,790 $372K 0.19% +1 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,751 $370K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,600 $333K 0.03% +279 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,540 $327K 0.06% +3 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,523 $317K 0.04% new 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 1,478 $307K 0.16% +23 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,434 $298K 0.2% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,425 $296K 0.16% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,404 $292K 0.25% +45 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,342 $279K 0.02% -2 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,231 $256K 0.06% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,087 $226K 0.02% +136 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,056 $220K 0.13% -131 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,051 $219K 0.06% -216 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,044 $217K <0.01% -20 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,016 $211K 0.11% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 1,000 $208K 0.07% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 984 $205K 0.01% -175 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 700 $146K 0.08% new 13F-HR Timeline Trust Co More: the full row for Trust Co 683 $142K 0.01% -37 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 559 $116K 0.05% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 519 $108K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $104K 0.07% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 481 $100K <0.01% +1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 408 $84.9K <0.01% -893 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 325 $67.5K 0.05% -29 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 306 $63.7K 0.01% -516 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 305 $63.4K 0.01% -1,675 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 247 $51.4K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 209 $43.5K 0.01% -11,204 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 207 $43.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 180 $37.4K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 108 $22.7K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 63 $13.1K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 53 $11K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 49 $10.2K 0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 21 $4.32K <0.01% 0 13F-HR Timeline