Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,156,313 $99.3M 1.37% +123,428 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 295,717 $25.4M 1.13% +6,022 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 250,000 $21.4M 0.19% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 64,295 $5.5M 1.97% +148 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 28,820 $2.46M 0.54% -1,343 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 21,539 $1.84M 1.79% +926 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,655 $1.42M 0.01% +855 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,427 $1.15M 0.1% +540 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 13,488 $1.15M 0.6% +629 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 12,514 $1.07M 0.38% +238 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 12,371 $1.06M 0.09% +1,980 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,706 $916K 0.02% +588 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,206 $787K 0.14% +148 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,628 $738K 0.02% -190 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,555 $646K 0.01% +418 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 7,371 $630K 0.13% +641 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 7,260 $621K 0.5% -58 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,224 $618K 0.13% +87 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,279 $537K 0.13% -209 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,750 $492K 0.06% -303 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 5,119 $440K 0.28% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,974 $428K 0.01% +8 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,452 $381K 0.35% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,010 $343K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,716 $318K 0.03% -1,841 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,683 $315K 0.03% +306 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,357 $287K 0.05% -161 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,916 $249K 0.19% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,464 $211K 0.01% -118 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,454 $210K 0.1% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,387 $205K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,750 $150K <0.01% -308 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,000 $85.5K 0.05% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 589 $50.6K <0.01% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 588 $50.3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 500 $42.8K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 500 $42.8K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 442 $37.8K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 218 $18.7K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 85 $7.27K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 55 $4.7K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 23 $1.97K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 21 $1.8K <0.01% 0 13F-HR Timeline