CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 356,031 $33.4M 1.77% -5,539 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 234,063 $21.9M 1.65% -711 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 216,966 $20.3M 0.15% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 161,355 $15.1M 0.22% +22,687 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 159,295 $15M 0.67% +3,878 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 111,069 $10.4M 0.12% -1,460 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 91,161 $8.52M 0.06% +35,007 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 89,934 $8.4M 4.05% +48,732 13F-HR Timeline CX Institutional More: the full row for CX Institutional 85,952 $8.03M 0.22% +77,836 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 61,720 $5.77M 0.15% +5,723 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 49,260 $4.63M 0.81% -525 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 44,744 $4.18M 0.33% -315 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 44,446 $4.15M 1.03% -486 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 42,273 $3.95M 0.4% +472 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 32,600 $3.05M 2.21% +1,046 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 31,944 $2.98M 0.5% -116 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27,565 $2.58M 0.16% +194 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,657 $2.4M 0.05% -243 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,261 $2.36M 0.07% -1,106 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 23,704 $2.21M 1.15% -2,436 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 23,350 $2.18M 0.71% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 19,288 $1.8M 0.95% -866 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 17,127 $1.6M 0.59% +391 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 16,141 $1.51M 0.12% -441 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 15,145 $1.42M 0.29% +2,002 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,036 $1.4M 0.3% -19,456 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 14,665 $1.37M 0.28% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 14,594 $1.37M 2.16% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 14,322 $1.34M 0.54% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,452 $1.26M 0.04% +1,299 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,229 $1.24M 0.04% -3,395 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,893 $1.11M 0.33% +896 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,801 $1.01M 0.04% +408 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,892 $924K 0.16% -134 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,043 $845K 0.3% -1,690 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,288 $774K 0.14% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,870 $735K 0.49% -130 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for First Heartland Consultants, Inc. 3,572 $334K 0.02% +1,518 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,395 $317K 0.05% -52 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,373 $315K 0.07% +525 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 3,251 $304K 0.03% -70 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,250 $304K 0.07% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,061 $286K 0.18% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,950 $276K 0.19% +254 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,924 $273K 0.03% -50 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,820 $260K <0.01% +943 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,743 $256K 0.05% -545 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,732 $254K 0.12% -312 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,721 $254K 0.14% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,411 $225K 0.02% -187 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,411 $225K 0.14% -75 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,304 $215K 0.01% -283 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 2,299 $215K 0.08% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,280 $213K 0.03% -287 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,232 $208K 0.02% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,209 $206K 0.19% -1,113 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,189 $204K 0.04% +87 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,038 $190K 0.12% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,894 $178K 0.07% +75 13F-HR Timeline Trust Co More: the full row for Trust Co 1,763 $165K 0.01% -24 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,711 $160K <0.01% +6 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,363 $127K 0.07% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,231 $115K <0.01% -35 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 819 $76.5K 0.01% +48 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 745 $69.6K 0.04% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 709 $66.2K 0.04% +3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 700 $65.4K 0.01% -233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 676 $63.2K 0.01% +587 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 644 $60.2K 0.04% -60 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 600 $56.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 483 $45.1K 0.01% -99 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 479 $44.8K 0.01% +266 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 423 $39.5K <0.01% +44 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 393 $36.8K 0.03% -11 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 328 $30.6K 0.01% +58 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 325 $30.4K <0.01% -222 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 307 $28.8K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 238 $22.2K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 200 $18.8K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 129 $12.1K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 116 $10.8K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 101 $9.53K <0.01% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 75 $7.01K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 48 $4.49K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $3.74K <0.01% +10 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 21 $1.96K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 20 $1.87K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $748 <0.01% new 13F-HR Timeline