Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 305,837 $47.9M 0.68% -75,839 13F-HR Timeline Group Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 131,955 $20.7M 0.15% 0 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 77,087 $12.1M 0.11% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 37,817 $5.93M 2.23% -2,369 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,883 $5.31M 0.04% +7,134 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 23,794 $3.73M 0.1% -510 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 19,288 $3.02M 1.6% -866 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,217 $2.7M 0.07% -6,257 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,809 $2.63M 0.09% +1,436 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,127 $2.53M 0.05% -2,209 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,522 $2.28M 0.07% -1,426 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 14,313 $2.24M 0.18% +47 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 13,643 $2.14M 1.18% -95 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 10,454 $1.64M 1.19% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 10,018 $1.57M 0.97% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,740 $1.53M 0.1% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,911 $1.4M 0.37% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,992 $1.25M 0.03% +6,074 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,690 $1.2M 0.07% +40 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,005 $1.1M 0.03% -547 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,768 $1.06M 0.09% -230 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 5,736 $899K 0.88% +382 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,624 $881K 0.53% -1,200 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,630 $871K 0.02% +1,187 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,471 $857K 0.03% -57 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,240 $821K 0.03% -710 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,127 $803K 0.06% -6 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,067 $794K 0.51% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,723 $740K 0.02% +942 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,719 $739K 0.06% -69 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,279 $670K 0.05% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,159 $652K 0.39% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,919 $614K 0.23% -1,998 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,798 $595K 0.02% -1,218 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,660 $573K 0.05% +1,182 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,553 $557K 0.35% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,535 $533K 0.01% +485 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,155 $494K 0.21% +16 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,083 $483K 0.09% -577 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,988 $468K 0.01% -50 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,948 $462K 0.18% -36 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,931 $459K 0.03% +283 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,656 $416K 0.09% -12 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,432 $381K 0.01% -67 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,366 $371K 0.06% +1 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,299 $360K 0.02% +200 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,246 $352K <0.01% +441 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,183 $341K 0.06% +94 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,110 $331K 0.03% -76 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,020 $317K 0.02% -15 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,998 $313K 0.09% +140 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,942 $304K 0.05% -135 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,930 $302K 0.2% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,922 $301K 0.06% -1 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,865 $292K 0.04% +29 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,777 $274K 0.05% -849 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,713 $268K 0.12% -23 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,709 $268K 0.19% +115 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,675 $262K 0.23% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,646 $258K 0.02% -190 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,600 $251K 0.06% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,838 $240K 0.08% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,478 $232K 0.02% -114 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,447 $227K 0.04% new 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,370 $215K 0.04% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,325 $208K 0.06% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,316 $206K 0.59% -597 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,366 $206K 0.14% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,307 $205K 0.13% -250 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,272 $199K 0.02% +19 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,229 $193K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,214 $190K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,115 $175K 0.12% +2 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 840 $132K 0.01% -5 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 716 $112K 0.01% -175 13F-HR Timeline Trust Co More: the full row for Trust Co 680 $107K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 634 $99.3K 0.06% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 561 $87.9K 0.01% -347 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 556 $87.1K 0.02% -281 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 526 $82.4K <0.01% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 463 $72.6K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 415 $65K 0.01% +8 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 240 $37.6K 0.03% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 180 $28.2K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 112 $17.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 106 $16.7K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $15.7K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 92 $14.5K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 82 $12.8K 0.01% -7 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 70 $11K <0.01% -14 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 70 $11K <0.01% +52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 49 $7.68K <0.01% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 47 $7.36K <0.01% -56 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 34 $5.33K <0.01% +5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $4.86K <0.01% +3 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 12 $2.02K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $156 <0.01% 0 13F-HR Timeline Group