ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 94,616 $94.7M 3.02% -3,670 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 57,475 $57.5M 2.95% -1,147 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 32,414 $32.4M 0.46% -7,100 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 20,593 $20.6M 0.31% +3,427 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 19,195 $19.2M 1.21% -225 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 18,378 $18.4M 0.14% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 16,849 $16.9M 2.83% -2,691 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 12,862 $12.9M 5.01% -28 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 11,660 $11.7M 0.16% -511 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 8,777 $8.78M 1.25% -143 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,644 $7.65M 0.1% -2,704 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,027 $4.03M 0.11% -41 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,701 $3.89M 0.09% +1,403 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,177 $3.18M 2.47% -19 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,076 $3.08M 0.66% -105 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,702 $2.7M 0.02% +173 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,686 $2.69M 0.02% -775 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,244 $2.25M 0.09% -70 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,058 $2.06M 0.07% +120 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,345 $1.35M 0.04% +24 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,242 $1.24M 0.13% +671 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,096 $1.1M 0.79% +92 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 980 $1.06M 0.15% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,000 $1M 0.09% 0 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 901 $902K 0.38% -28 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 757 $758K 0.16% -2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 715 $716K 0.04% -1 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 683 $684K 0.16% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 593 $593K 0.04% -13 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 577 $577K 0.12% +56 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 565 $565K 0.04% +275 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 511 $511K 0.01% +24 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $500K 0.34% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 441 $458K 0.01% +79 13F-HR Timeline CX Institutional More: the full row for CX Institutional 443 $443K 0.01% +12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 401 $401K 0.03% -39 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 382 $382K 0.16% +27 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 300 $300K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 299 $299K 0.18% -5 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 295 $295K 0.02% -386 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 284 $284K 0.02% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 267 $268K 0.01% +34 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 265 $265K 0.05% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 227 $238K 0.01% +8 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 202 $229K 0.07% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 227 $227K 0.1% +1 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 223 $223K 0.03% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 207 $207K 0.22% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 189 $189K 0.11% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 164 $165K 0.05% +20 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 124 $124K 0.07% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 90 $90.1K <0.01% +14 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 86 $86.1K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 77 $77.1K 0.04% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 71 $73K 0.03% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 65 $65.1K 0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 64 $64K 0.01% +2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 50 $50K 0.03% +2 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 46 $46K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $14K <0.01% +12 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4 $4.14K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $2K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2 $2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1 $1K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1 $1K <0.01% -3 13F-HR Timeline