Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 256,996 $173M 1.94% -9,876 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 216,638 $146M 1.96% -5,041 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 148,301 $100M 1.52% -61,065 13F-HR Timeline Group CALEDONIA INVESTMENTS PLC More: the full row for CALEDONIA INVESTMENTS PLC 111,767 $75.5M 8.48% 0 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 110,115 $74.3M 0.56% +1,900 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 106,237 $71.7M 0.38% +459 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 96,934 $65.3M 0.9% +8,944 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 88,084 $59.5M 2.61% +28,629 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 86,904 $58.7M 0.7% +9,275 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 85,793 $57.9M 0.97% -6,988 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 84,793 $57.2M 0.5% +43,523 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 78,800 $53.2M 4.58% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 75,751 $51.1M 2.81% -7,902 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 63,581 $42.9M 2.69% +318 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 58,434 $39.4M 2.03% +3,688 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,325 $38.8M 0.06% +6,652 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 55,096 $37.2M 2.52% -19 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 53,830 $36.3M 0.8% +47,720 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 50,766 $34.3M 0.9% -1,348 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 50,612 $34.2M 4.08% -14,207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 48,299 $32.6M 2.06% -689 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 48,681 $31.8M 1.89% +1,066 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 42,278 $28.5M 1.12% -55 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 40,977 $27.7M 0.73% +1,930 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 40,834 $26.6M 0.63% +490 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,723 $23.4M 0.9% -29,916 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 32,685 $22.1M 1.76% -56 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 31,362 $21.2M 0.41% +3,997 13F-HR Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 30,676 $20.7M 4.6% +256 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 27,781 $18.8M 1.63% -80 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 27,500 $18.6M 3.51% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 23,215 $15.7M 3.84% -4,059 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 21,109 $14.2M 0.33% +467 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 15,386 $10.4M 0.9% -790 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,829 $10M 0.07% +1,731 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,195 $9.58M 0.77% -225 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 11,916 $8.04M 0.94% +44 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 11,682 $7.89M 1.1% -72 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,938 $7.38M 0.07% +3,007 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,913 $7.37M 0.41% +331 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 10,492 $7.08M 3.41% -17 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,821 $6.63M 0.22% +949 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 8,875 $5.99M 1.95% 0 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 8,500 $5.74M 3.28% +500 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,403 $5M 0.91% +48 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,329 $4.27M 0.12% +5,787 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,191 $4.18M 0.39% -217 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,643 $3.81M 0.16% +410 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,528 $3.73M 0.06% -171 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 5,513 $3.72M 1.77% -133 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,462 $3.69M 0.1% -14,125 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,270 $3.56M 0.53% +185 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 5,114 $3.39M 0.39% +939 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,720 $3.19M 0.5% -557 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,505 $3.04M 0.02% -3,970 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,350 $2.94M 0.09% -1,199 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,348 $2.94M 0.05% -1,223 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,062 $2.74M 0.6% -7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,927 $2.65M 0.07% -134 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 3,795 $2.56M 0.21% -304 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,782 $2.55M 0.22% -138 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,692 $2.49M 0.07% +1,484 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,550 $2.4M 0.51% -25 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,458 $2.33M 0.25% +41 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 3,301 $2.23M 2.53% +61 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,244 $2.19M 0.38% +57 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 3,242 $2.19M 0.79% -8,835 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,177 $2.14M 0.76% -40 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,084 $2.08M 0.83% -108 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,005 $2.03M 0.04% +315 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,986 $1.96M 0.1% -211 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,911 $1.96M 0.16% +36 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,852 $1.93M 0.38% -68 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,779 $1.88M 0.52% +13 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,752 $1.86M 0.39% -16 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,817 $1.84M 0.04% +1,202 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,575 $1.74M 0.05% -173 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,533 $1.71M 0.26% -13 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,460 $1.66M 0.21% +210 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,427 $1.64M 0.22% -15 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,354 $1.59M 0.89% -86 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,348 $1.59M 0.1% +424 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,166 $1.46M 1.05% +68 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,143 $1.45M 0.52% +63 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,984 $1.34M 0.51% -33 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,896 $1.28M 0.04% +380 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,830 $1.24M 0.13% -274 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,702 $1.15M 0.76% -18 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,676 $1.13M 0.03% -440 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,675 $1.13M 0.08% -67 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,641 $1.11M 0.04% -69 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,632 $1.1M 0.32% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,579 $1.07M 0.11% -282 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,549 $1.05M 0.48% -40 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,525 $1.03M 0.2% +69 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,465 $989K 0.31% -120 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,463 $988K 0.07% -89 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,507 $983K 0.2% +113 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,403 $947K 0.05% -12 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,429 $946K 0.01% +160 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,356 $915K 0.55% +746 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,335 $901K 0.1% +235 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,294 $873K 0.28% -119 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,228 $806K 0.15% -2,826 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,180 $797K 0.33% -29 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,172 $791K 0.05% +10 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,165 $786K 0.07% +307 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,144 $772K 0.13% +79 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,133 $765K 0.14% -7 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,129 $762K 0.23% -1,337 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,104 $745K 0.41% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,095 $739K 0.04% +90 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,070 $722K 0.08% -53 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,016 $686K 0.14% +175 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 979 $661K 0.13% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 977 $660K 0.26% -70 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 973 $657K 0.14% +158 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 946 $639K 0.29% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 941 $635K 0.14% -1,006 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 917 $619K 0.48% -11 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 840 $567K 0.27% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 823 $556K 0.02% -34 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 822 $555K 0.04% +210 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 815 $550K 0.25% -10 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 779 $526K 0.04% -30 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 775 $523K 0.06% +37 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 771 $521K 0.37% -202 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 758 $512K 0.05% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 752 $508K 0.01% -57 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 742 $501K 0.08% -26 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 714 $482K 0.29% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 657 $444K 0.13% -65 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 637 $430K 0.05% -504 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 635 $429K 0.17% +33 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 627 $423K 0.29% +39 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 613 $414K 0.18% -45 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 609 $411K 0.18% -129 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 605 $409K 0.27% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 605 $408K 0.11% -1,020 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 603 $407K 0.11% +4 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 567 $383K 0.13% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 557 $376K 0.04% -13 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 553 $373K 0.17% +125 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 545 $368K 0.03% +251 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 540 $365K 0.05% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 539 $364K 0.05% -1,274 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 532 $359K 0.11% +34 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 509 $344K 0.08% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 508 $343K 0.07% -10 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 504 $340K 0.12% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 477 $322K 0.12% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 477 $322K 0.14% +32 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 475 $321K 0.05% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 468 $316K <0.01% -417 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 447 $302K 0.24% -28 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 596 $299K 0.11% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 438 $296K 0.08% +32 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 433 $292K 0.13% +20 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 424 $286K 0.08% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 415 $280K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 424 $277K 0.01% -31 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 401 $271K 0.12% -10 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 416 $271K 0.15% -5 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 401 $271K 0.05% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 381 $257K 0.06% -22 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 383 $251K 0.04% -23 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 370 $250K 0.15% -30 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 370 $250K 0.09% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 369 $249K 0.1% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 354 $239K 0.17% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 350 $236K 0.03% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 329 $222K 0.03% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 310 $209K 0.04% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 308 $208K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 289 $195K 0.11% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 275 $186K 0.1% -25 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 234 $158K 0.08% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 223 $151K 0.01% -55 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 217 $146K 0.01% -4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 213 $144K 0.11% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 207 $140K 0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 203 $137K 0.39% +71 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 202 $136K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 176 $119K 0.01% -40 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 164 $111K 0.02% +4 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 136 $91.8K 0.05% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 115 $77.6K 0.02% +49 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 97 $65.5K 0.02% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $52K 0.01% +21 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 59 $39.8K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 50 $33.8K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 47 $32K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 45 $30.4K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $18.9K 0.01% +8 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 28 $18.3K 0.01% -4,888 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 27 $18.2K 0.01% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 18 $12.2K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $6.75K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4 $2.7K <0.01% -3 13F-HR Timeline