Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,451,253 $59.8M 2.63% +750,364 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 2,070,290 $50.5M 0.38% +35,900 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,563,654 $38.2M 0.46% -943 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,165,908 $28.4M 2.15% +48,332 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 954,616 $23.3M 2.78% -46,496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 754,818 $18.8M 0.84% +124,997 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 495,838 $12.1M 0.09% +114,056 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 431,263 $10.5M 1.07% -3,925 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 293,395 $7.16M 0.52% +9,207 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 224,300 $5.47M 0.81% +883 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 216,769 $5.29M 0.18% +25,075 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 188,989 $4.61M 0.26% +6,000 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 158,861 $3.88M 0.08% +1,244 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 154,318 $3.77M 1.12% +22,310 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 144,188 $3.52M 1.27% +867 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 119,004 $2.96M 0.07% -2,246 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 117,955 $2.88M 2.09% +13,441 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 108,322 $2.64M 1.27% +1,734 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 103,269 $2.52M 0.07% -397 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 93,013 $2.28M 0.03% +4,268 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 89,200 $2.18M 0.71% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 83,089 $2.03M 0.53% +10,924 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 80,794 $1.97M 0.03% -7,145 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 77,020 $1.88M 1.02% -3,087 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 74,854 $1.83M 1.02% -2,124 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 74,381 $1.81M 0.05% +2,714 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 73,446 $1.79M 0.05% +2,998 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 72,403 $1.77M 0.4% +1,152 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 67,424 $1.65M 0.28% +1,452 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 65,536 $1.6M 0.4% -139 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 64,635 $1.58M 0.04% +820 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 62,946 $1.54M 0.85% +50 13F-HR Timeline CX Institutional More: the full row for CX Institutional 62,307 $1.52M 0.04% -66,857 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 61,782 $1.51M 0.09% -819 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 61,282 $1.5M 0.58% -1,211 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 61,240 $1.49M 0.39% +981 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 57,295 $1.4M 0.42% +1,193 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 53,827 $1.31M 1.06% -202 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 52,105 $1.27M 0.8% +440 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 51,041 $1.25M 0.65% +5,756 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 50,521 $1.23M 0.11% -1,720 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 47,503 $1.16M 0.14% -3,315 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 45,061 $1.1M 0.07% +4,627 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 45,005 $1.1M 0.1% -473 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 44,757 $1.09M 0.35% -1,595 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 44,582 $1.09M 1.06% +1,079 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 42,611 $1.04M 0.18% new 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 41,859 $1.02M 0.08% -638 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 39,818 $972K 0.07% -11,929 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 39,751 $970K 0.43% +4,706 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 39,519 $964K 0.46% +334 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 39,482 $963K 0.38% +284 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 37,009 $903K 0.01% +315 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 36,821 $895K 0.2% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 36,329 $886K 0.18% -105 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 35,958 $877K 0.33% -5,249 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 35,281 $861K 0.03% -36,150 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 34,677 $843K 0.47% -281 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 34,113 $832K 0.19% +3,340 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 33,280 $812K 0.03% -426 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 33,278 $812K 0.28% +13,995 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30,193 $737K 0.13% -825 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 29,891 $729K 0.01% -1,073 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 29,579 $722K 0.04% -309 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 29,313 $715K 0.08% -828 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 29,255 $714K 0.05% -4,720 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 29,162 $712K 0.27% -989 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 28,591 $698K 0.06% +8,292 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,684 $675K 0.02% -909 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 27,085 $661K 0.07% -1,083 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 25,530 $623K 0.1% -8,248 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,395 $620K 0.05% +2,416 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 24,858 $607K 0.43% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 22,050 $538K 0.16% +10,283 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 21,784 $532K 0.09% +1,360 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 21,438 $523K 0.03% -21 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 21,420 $523K 0.51% -583 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 20,701 $505K 0.06% +8,873 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 20,288 $495K 0.26% -866 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 19,157 $467K 0.2% -19,684 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 19,125 $467K 0.08% +5,793 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 18,989 $463K 0.11% +1,408 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 18,548 $453K 0.1% -700 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18,313 $447K 0.04% -716 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 17,869 $436K 0.08% +126 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 16,956 $414K 0.25% +493 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 16,806 $410K 0.08% -1,073 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 16,696 $407K 0.04% -1,734 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 16,612 $405K 0.31% +3 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 16,373 $400K 0.14% -190 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 15,953 $389K 0.27% -675 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 15,631 $381K 0.24% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 15,451 $377K 0.01% -8,960 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,250 $372K 0.03% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 15,215 $371K 0.18% -955 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,147 $370K 0.05% -1,350 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 14,705 $357K 0.15% +106 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 14,231 $347K 0.03% -535 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 14,025 $340K 0.16% -1,465 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 13,813 $337K 0.16% -848 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,209 $322K 0.02% +2,147 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 12,799 $312K 0.23% -487 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,336 $301K 0.07% +1,421 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 12,270 $299K 0.14% +267 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,524 $281K 0.1% +660 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 11,410 $278K 0.03% +1,936 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,208 $273K 0.03% +2,290 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 11,150 $272K 0.08% +130 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 11,137 $272K 0.1% +59 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,136 $272K 0.19% -1,178 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 11,129 $272K 0.12% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,569 $258K 0.01% -1,231 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,247 $250K 0.07% +443 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,961 $243K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,842 $240K 0.05% +174 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,797 $239K 0.14% -141 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,624 $235K 0.17% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,260 $224K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,075 $221K 0.05% +140 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 8,800 $215K 0.05% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,674 $212K 0.03% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 8,502 $207K 0.02% +757 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,476 $134K 0.06% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,392 $131K 0.04% -3,745 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,984 $122K 0.07% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,024 $98.2K 0.01% +51 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,067 $74.8K 0.02% -823 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,911 $71K 0.02% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 2,190 $54K 0.02% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,161 $52.7K 0.03% +14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,088 $50.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,785 $43.5K 0.03% +17 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,496 $37K 0.01% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,421 $34.7K 0.02% +9 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,386 $33.8K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,118 $27.3K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 923 $22.5K 0.01% -3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 747 $18.2K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 709 $17.3K 0.01% +23 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 626 $15.3K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 620 $15.1K 0.01% +11 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 229 $5.59K <0.01% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 175 $4.27K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 169 $4.12K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 167 $4.09K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 140 $3.42K <0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 116 $2.83K <0.01% 0 13F-HR Timeline