Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 142,653 $55.3M 0.48% +4,574 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 62,424 $24.2M 2.46% -1,960 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 61,147 $23.7M 1.71% -6,635 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 50,104 $19.4M 1.78% -2,979 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36,781 $16.3M 0.73% -7,157 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 36,862 $14.3M 3.5% -7,710 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 36,511 $14.2M 0.19% -2,104 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 30,554 $11.8M 1.69% -4,264 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 29,012 $11.2M 2.16% +889 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 27,957 $10.8M 0.15% -2,255 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,021 $10.5M 0.28% -1,800 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 18,048 $7M 3.22% -620 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,043 $6.61M 0.05% +1,375 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,464 $5.99M 0.2% +695 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 14,202 $5.5M 3.46% -47 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 13,350 $5.17M 1.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,395 $5.06M 0.12% +3,084 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 12,800 $4.96M 1.03% +435 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,278 $3.98M 0.11% -95 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,486 $3.29M 0.31% -600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,304 $3.22M 0.07% +260 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,087 $3.01M 0.04% +305 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,356 $2.85M 1.08% -37 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 6,604 $2.56M 1.33% -159 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,423 $2.49M 0.07% +526 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,019 $2.33M 0.4% -150 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 5,934 $2.3M 1.67% -870 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 5,717 $2.22M 0.18% -1,578 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 5,706 $2.21M 0.52% +177 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,651 $2.19M 0.08% -18 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,932 $1.91M 0.34% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,794 $1.86M 1.71% -7 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,755 $1.84M 1.32% +4 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,601 $1.78M 0.03% -209 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 4,509 $1.75M 0.31% -1,568 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,022 $1.56M 0.32% +23 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,954 $1.53M 0.04% +309 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,824 $1.48M 0.12% +981 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,664 $1.42M 0.11% +13 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,553 $1.38M 0.83% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,404 $1.32M 0.34% -14 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,380 $1.31M 1.19% +1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,364 $1.3M 0.08% +219 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,350 $1.3M 0.4% -219 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,301 $1.28M 0.26% -130 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,145 $1.22M 0.86% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,026 $1.17M 0.18% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,805 $1.15M 0.48% +59 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,930 $1.14M 0.68% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,878 $1.12M 0.07% -100 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,608 $1.01M 0.1% +25 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,176 $843K 0.64% -8 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,058 $798K 0.03% +12 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,026 $785K 0.1% +130 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,928 $747K 0.06% -38 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,827 $708K 0.04% -488 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,699 $658K 0.11% +74 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,684 $653K 0.02% -97 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,519 $589K 0.14% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,434 $556K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,338 $519K 0.04% -1 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,300 $504K 0.17% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,143 $443K 0.05% -48 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,114 $432K 0.26% -76 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,065 $413K 0.04% -10 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,053 $408K 0.2% +53 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,043 $404K 0.24% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,038 $402K 0.25% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,033 $401K 0.06% +54 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,012 $392K 0.03% +150 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 965 $374K 0.02% +33 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 964 $374K 0.08% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 959 $372K 0.07% +121 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 884 $370K 0.07% +3 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 954 $370K 0.1% +20 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 930 $361K 0.08% -96 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 917 $355K 0.2% +1 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 912 $354K 0.09% -90 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 817 $317K 0.02% +29 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 752 $315K 0.15% -133 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 768 $297K 0.09% -91 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 705 $273K 0.07% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 682 $264K 0.03% -1,203 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 668 $259K 0.04% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 609 $249K 0.06% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 618 $240K 0.1% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 589 $228K 0.03% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 583 $226K 0.06% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 561 $218K 0.16% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 557 $216K 0.07% -67 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 522 $202K 0.13% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $155K <0.01% -25 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $155K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 335 $130K 0.07% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 200 $77.5K 0.01% -973 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 167 $64.7K 0.03% -21,490 13F-HR Timeline Trust Co More: the full row for Trust Co 150 $58.1K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 88 $34.1K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 66 $25.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 65 $25.2K <0.01% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 55 $22.5K 0.01% -20 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 32 $12.4K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 32 $12.4K 0.01% +5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 31 $12K 0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 31 $12K 0.01% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 22 $8.53K 0.01% +3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 20 $7.75K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18 $6.98K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 17 $6.59K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 12 $4.65K <0.01% -1 13F-HR Timeline