Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 489,507 $90.7M 1.25% +45,203 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 299,236 $55.9M 2.95% -900 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 222,260 $41.3M 2.58% -6,718 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 197,968 $36.8M 0.97% -9,959 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 190,118 $35.3M 0.92% +3,157 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 177,392 $32.9M 0.5% +93,725 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 175,405 $32.6M 0.47% +94,404 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 153,565 $28.5M 2.15% -690 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 144,683 $26.9M 0.36% -24,757 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 86,405 $16M 1.39% -789 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 75,001 $13.9M 0.1% +4,430 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 68,800 $12.8M 0.92% +1,990 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 62,425 $11.6M 2.3% -1,306 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 58,995 $11M 0.74% -380 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 51,458 $9.55M 3.71% -191 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 51,133 $9.49M 0.2% +212 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 49,582 $9.2M 0.31% +2,587 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 48,617 $9.03M 0.57% -228 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 45,788 $8.5M 3.09% -14,088 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 43,222 $8.02M 0.22% -577 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 42,907 $7.97M 0.11% -6,142 13F-HR Timeline CX Institutional More: the full row for CX Institutional 34,390 $6.38M 0.17% +1,262 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 33,433 $6.21M 1.05% -1,774 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 31,078 $5.77M 1.14% -817 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,500 $5.62M 0.13% +8,645 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 28,624 $5.31M 0.06% -624 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 26,432 $4.89M 1.47% -335 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 25,914 $4.81M 1.86% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 23,445 $4.35M 1.07% +493 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,811 $3.86M 0.29% -937 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 20,330 $3.77M 0.14% +144 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 20,202 $3.75M 1.12% -510 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 19,896 $3.69M 0.27% -125 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 19,405 $3.6M 0.38% -2,459 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,931 $3.41M 0.04% +2,264 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 17,334 $3.22M 0.55% +149 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 16,998 $3.16M 0.96% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 16,997 $3.16M 0.33% -795 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 15,295 $2.84M 0.61% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,608 $2.71M 0.08% -137 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,467 $2.69M 0.25% -1,695 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Emprise Bank More: the full row for Emprise Bank 14,329 $2.66M 1.02% -108 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,676 $2.54M 0.16% +325 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,488 $2.5M 0.23% +680 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13,143 $2.44M 0.13% -200 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,128 $2.44M 0.26% -1,913 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 13,086 $2.43M 1.04% +1,188 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 12,253 $2.27M 0.33% +647 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,187 $2.08M 0.82% -2,540 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,900 $2.02M 0.39% -11 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,093 $1.87M 0.71% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,866 $1.83M 0.48% +4 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 9,789 $1.82M 0.16% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,729 $1.81M 0.48% +15 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,450 $1.75M 0.66% +154 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,385 $1.74M 0.41% +232 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 9,353 $1.74M 0.39% +539 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 9,211 $1.71M 0.14% -426 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,495 $1.58M 1.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,391 $1.56M 0.15% +9 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 8,370 $1.55M 1.08% -38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,271 $1.54M 0.13% +817 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,149 $1.51M 1.16% -94 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,148 $1.51M 0.04% +198 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,071 $1.5M 0.32% +26 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,068 $1.5M 0.06% -344 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,033 $1.49M 0.5% +1,870 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,849 $1.46M 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,506 $1.39M 0.08% +1,983 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,380 $1.36M 0.63% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,045 $1.31M 0.1% -4,695 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 6,912 $1.28M 0.76% -65 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,844 $1.27M 0.83% -425 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,517 $1.21M 0.87% +961 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 6,495 $1.21M 0.51% -285 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,093 $1.13M 0.74% +34 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,859 $1.09M 0.12% +85 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 5,662 $1.05M 0.55% +230 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,439 $1.01M 0.36% -428 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,337 $991K 0.22% -254 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,317 $987K 0.34% +78 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,072 $942K 0.11% +20 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5,025 $933K 0.06% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 5,021 $932K 0.24% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,869 $904K 0.18% +133 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,850 $900K 0.07% -81 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,848 $900K 0.38% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,694 $871K 0.25% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,582 $851K 0.47% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,471 $830K 0.05% +14 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,395 $816K 0.55% -173 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,357 $809K 0.13% -1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,311 $800K 0.12% -17 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,194 $776K 0.32% +77 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,027 $748K 0.2% -218 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,005 $744K 0.4% -400 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,989 $741K 0.05% -30 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,809 $707K 0.3% +278 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,603 $669K 0.14% -72 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,205 $595K 0.12% -1,798 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,164 $587K 0.36% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,161 $587K 0.11% +51 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 3,125 $580K 0.5% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,084 $573K 0.07% +1,069 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,067 $569K 0.15% +59 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,016 $560K 0.1% +120 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,974 $548K 0.02% -304 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,777 $515K 0.24% +1 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,770 $515K 0.09% +92 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,759 $512K 0.04% -185 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,757 $512K 0.13% +19 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,726 $506K 0.36% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,522 $468K 0.28% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,464 $457K 0.09% +362 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,433 $452K 0.03% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,382 $442K 0.28% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,206 $410K 0.28% -14 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,180 $405K 0.31% -128 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,163 $401K 0.03% -18 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,138 $397K 0.06% -4 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,114 $392K 0.38% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,099 $390K 0.13% +172 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,054 $381K 0.02% -5 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,040 $379K 0.11% +613 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,034 $378K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,992 $370K 0.1% +124 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,963 $364K 0.08% +4 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,908 $354K 0.14% +40 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,825 $339K 0.07% +250 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,821 $334K 0.06% -9 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,750 $325K 0.18% -272 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,696 $322K 0.1% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,702 $316K 0.17% +23 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,697 $315K 0.29% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,691 $314K 0.05% -66 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,680 $312K 0.17% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,683 $311K 0.24% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,663 $309K 0.89% +196 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,660 $308K 0.03% +102 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,644 $305K 0.18% +56 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,630 $303K 0.24% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,623 $301K 0.03% +525 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,615 $300K 0.06% -54 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,598 $297K 0.03% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,580 $293K 0.07% +3 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,563 $290K 0.05% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,527 $283K 0.05% +94 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,520 $282K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. jvl associates llc More: the full row for jvl associates llc 1,500 $278K 0.08% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,476 $274K 0.1% -165 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,453 $270K 0.03% -98 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,444 $267K 0.13% -200 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,402 $260K 0.03% -16 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,349 $251K 0.06% +108 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,346 $250K 0.15% -33 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,329 $247K 0.11% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,328 $246K 0.04% +57 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,326 $246K 0.13% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1,322 $245K 0.16% -304 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,305 $241K 0.03% +1 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,284 $238K 0.03% -68 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,250 $232K 0.03% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,232 $229K 0.01% +123 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,175 $218K 0.05% -23 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,166 $216K 0.04% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,116 $207K 0.09% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,121 $207K 0.04% -15 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,092 $203K 0.02% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,091 $203K 0.04% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,081 $201K 0.12% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,061 $197K 0.02% +152 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 849 $158K 0.13% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 762 $141K 0.08% +9 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 691 $128K 0.08% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 628 $117K 0.07% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20,141 $93.8K 0.02% +19,753 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 391 $72.6K 0.02% new 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 234 $44K 0.02% 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 220 $39.7K 0.03% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 210 $39K 0.03% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 179 $33.2K <0.01% 0 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 177 $32.9K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 162 $30.1K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 114 $21.2K 0.01% +38 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 55 $10.2K 0.01% +23 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 35 $6.5K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 32 $5.94K <0.01% 13F-HR Timeline