CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 522,219 $188M 1.22% -141,300 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 495,796 $178M 1.33% +5,900 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 361,614 $130M 1.55% +1,110 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 332,461 $119M 1.6% -11,240 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 317,425 $114M 1.73% +5,692 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 287,505 $103M 4.54% +67,904 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 240,926 $86.4M 1.19% +114,467 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 139,037 $50M 1.32% -6,611 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 136,157 $48.9M 1.87% -29,142 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 131,877 $47.4M 5.11% -2,583 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 131,689 $47.3M 2.96% +287 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 115,647 $41.6M 0.29% +20,550 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 113,339 $40.7M 0.58% -23,573 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 113,196 $40.7M 1.07% +2,490 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 106,700 $38.3M 3.3% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 93,933 $33.8M 0.92% -2,349 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 92,517 $33.2M 10.11% -16 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 89,073 $32M 2.17% -6,137 13F-HR Timeline DUDLEY & SHANLEY, INC. More: the full row for DUDLEY & SHANLEY, INC. 84,419 $30.3M 4.82% -12,552 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 82,693 $29.7M 1.87% +94 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 81,833 $29.4M 2.54% -535 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 76,398 $27.5M 0.63% +50 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 66,561 $23.9M 4.02% -2,090 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 66,520 $23.9M 0.81% +6,065 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 66,468 $23.9M 1.58% -204 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 66,272 $23.8M 2.85% -4,607 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Overbrook Management Corp More: the full row for Overbrook Management Corp 63,227 $22.7M 3.53% -694 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 58,146 $20.9M 4.9% -4,706 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 54,979 $19.8M 1.49% -1,778 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 53,982 $19.4M 0.41% +458 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 51,146 $18.4M 1.84% -50 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 48,166 $17.3M 1.59% -2,732 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 43,032 $16.1M 0.39% +8,404 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 42,564 $15.8M 1.82% +260 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 39,143 $14.1M 1.5% -1,686 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 38,283 $13.8M 1.96% +731 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 38,111 $13.7M 0.99% +657 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 34,750 $12.5M 2.36% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 33,477 $12M 5.69% +174 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33,349 $12M 0.32% -60,520 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 32,753 $11.8M 2.58% -184 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 32,026 $11.5M 1.07% -1,264 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 31,283 $11.2M 4.09% -623 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 30,611 $11M 0.15% -463 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 28,718 $10.3M 0.37% -13 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 27,749 $9.97M 4.8% -635 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 27,509 $9.88M 0.82% +2,310 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 25,826 $9.28M 1.84% -626 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 24,101 $8.66M 4.16% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22,884 $8.24M 2.48% -270 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 22,221 $7.98M 3.1% +207 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,173 $7.88M 0.1% +139 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 21,272 $7.64M 3.96% -992 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 20,634 $7.41M 1.47% -664 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 20,594 $7.4M 1.5% +2,543 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 19,791 $7.11M 6.24% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,356 $6.6M 0.18% -3 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,326 $6.59M 0.77% -7 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,101 $6.51M 1.7% -242 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 17,576 $6.31M 5.88% -178 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 17,072 $6.13M 0.91% -432 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,818 $6.07M 0.87% -123 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,439 $5.91M 1% -557 13F-HR Timeline ANB BANK More: the full row for ANB BANK 16,130 $5.8M 2.06% -82 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,997 $5.75M 0.57% -176 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 15,558 $5.59M 2.29% -158 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 14,901 $5.35M 0.3% -60 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 14,579 $5.24M 0.54% -1,468 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,543 $5.23M 0.42% +1,776 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,361 $5.16M 0.78% +86 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,842 $4.97M 0.31% +694 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,564 $4.87M 0.2% -192 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,374 $4.81M 1.18% -631 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 12,951 $4.65M 2.15% +135 13F-HR/A Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 12,924 $4.64M 2.61% -600 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,243 $4.4M 0.46% -361 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,158 $4.37M 0.49% +96 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 12,151 $4.37M 0.8% +469 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,107 $4.35M 0.96% -88 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 11,932 $4.29M 1.55% -14,294 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 11,681 $4.2M 3.23% +573 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,339 $4.07M 1.21% -94 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,049 $3.97M 2.13% -12 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,686 $3.96M 0.75% -781 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,793 $3.88M 0.77% -163 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,561 $3.44M 1.19% -270 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,428 $3.39M 2.25% +36 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 25,770 $3.34M 0.58% +16,920 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,748 $3.14M 0.74% -215 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 8,436 $3.03M 1.7% +9 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,402 $3.02M 0.9% +37 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,012 $2.88M 0.69% -89 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 7,756 $2.79M 2.14% -1,507 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,755 $2.79M 2.17% -55 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,544 $2.71M 1.52% +213 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7,269 $2.61M 1.56% -200 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,206 $2.59M 1.11% +221 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 7,102 $2.55M 2.22% -71 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,097 $2.55M 1.68% -640 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,076 $2.54M 0.22% +700 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,073 $2.54M 0.14% +101 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,071 $2.54M 0.07% +803 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,026 $2.52M 0.31% -12 13F-HR Timeline Group Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,682 $2.4M 2.52% +25 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,627 $2.38M 1.71% -1,146 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,612 $2.38M 0.5% +395 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,418 $2.31M 1.4% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,311 $2.27M 0.19% +204 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,257 $2.25M 0.2% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,254 $2.25M 0.85% +26 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,222 $2.24M 0.35% +3,599 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,222 $2.24M 0.15% -226 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,926 $2.13M 0.44% +1,570 13F-HR Timeline TLWM More: the full row for TLWM 5,633 $2.02M 0.32% -53 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,517 $1.98M 0.15% -177 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,421 $1.95M 0.23% +84 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,115 $1.84M 1.67% -22 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,026 $1.81M 0.48% +3 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,014 $1.8M 0.69% -80 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,692 $1.69M 0.11% +691 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,634 $1.67M 0.89% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 4,344 $1.56M 0.05% -175 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,106 $1.54M 0.07% +61 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,895 $1.4M 1.36% -15 13F-HR Timeline Trust Co More: the full row for Trust Co 3,877 $1.39M 0.12% +187 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,714 $1.33M 0.79% +9 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,689 $1.33M 0.77% +20 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,658 $1.31M 0.1% -56 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,566 $1.28M 0.51% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,540 $1.27M 0.53% -15 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,512 $1.26M 0.37% -298 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,474 $1.25M 0.2% -13 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,464 $1.24M 0.69% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,386 $1.22M 0.84% +737 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,330 $1.2M 0.26% -1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,319 $1.19M 0.5% +31 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,304 $1.19M 0.64% -3 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,267 $1.17M 0.13% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,213 $1.15M 0.14% +341 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,200 $1.15M 0.53% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,134 $1.13M 0.47% -8 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 3,125 $1.12M 0.58% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,110 $1.12M 0.2% +299 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,105 $1.12M 0.39% -88 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,866 $1.03M 0.2% -69 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,810 $1.01M 0.22% -47 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,796 $1M 0.53% +148 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,735 $983K 0.17% +2,070 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,732 $982K 0.66% -13 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,604 $936K 0.05% -22 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,554 $918K 0.25% +109 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,530 $909K 0.4% -1,079 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,499 $898K 0.54% -17 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,479 $891K 0.2% -3,932 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,459 $884K 0.07% +120 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,364 $849K 0.53% -45 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,342 $842K 0.12% -64 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,331 $838K 0.24% +408 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,289 $823K 0.71% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,253 $810K 0.08% +34 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,251 $809K 0.22% -40 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,244 $806K 0.05% +8 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,225 $799K 0.45% -406 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,203 $792K 0.21% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,185 $785K 0.23% -50 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,133 $768K 0.49% -42 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,120 $762K 0.05% -68 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 2,029 $729K 0.67% -4 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,012 $723K 0.28% -197 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,998 $718K 0.19% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,990 $715K 0.12% +567 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,988 $715K 0.13% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,839 $661K 0.62% -13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,767 $635K 0.11% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,694 $609K 0.15% -125 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,615 $580K 0.23% -59 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,612 $579K 0.31% +32 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,602 $576K 0.18% -19 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,568 $563K 0.1% -27 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,547 $531K 0.17% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,432 $514K 0.29% -29 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,417 $509K 0.23% +100 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,410 $507K 0.1% -64 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,336 $480K 0.35% -77 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,284 $462K 0.17% +1 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,198 $431K 0.1% -13 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,153 $414K 0.16% -11 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,127 $405K 0.2% +55 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,123 $403K 0.08% +110 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,100 $395K 0.07% +135 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,100 $395K 0.3% -44 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,080 $388K 0.15% +2 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,073 $386K 0.16% -42 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,047 $376K 0.15% +268 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,046 $376K 0.11% -22 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,045 $376K 0.11% +23 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 1,015 $365K 0.17% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,005 $361K 0.02% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 990 $356K 0.26% +25 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 981 $353K 0.08% -1,052 13F-HR Timeline