Pennsylvania State University More: the full row for Pennsylvania State University 592,234 $53.1M 21.09% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 256,119 $23M 1.65% +4,166 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 204,464 $18.3M 4.94% +6,952 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 172,843 $15.5M 4.55% +5,319 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 162,265 $14.5M 0.1% -9,872 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 134,870 $12.1M 3.17% +6,716 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 121,841 $10.9M 6.9% 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 116,928 $10.5M 5.58% +968 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 113,999 $10.2M 0.77% -11,385 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 105,693 $9.47M 1.1% +3,887 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 76,372 $6.85M 2.75% +4,268 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 69,814 $6.26M 0.96% +1,680 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 68,671 $6.16M 0.69% -1,120 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 63,212 $5.67M 2.76% -131 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 60,226 $5.4M 0.33% -12,428 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 54,114 $4.85M 1.13% +2,089 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 47,005 $4.21M 0.61% +3,288 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 44,378 $3.98M 0.68% +451 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 43,025 $3.86M 0.1% -5,753 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 42,644 $3.78M 0.05% +1,726 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40,946 $3.67M 0.36% +959 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 40,776 $3.65M 1.69% +1,587 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 38,289 $3.43M 2.67% +205 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 36,682 $3.29M 2.22% +3,926 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 34,166 $3.06M 0.27% -228 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 32,207 $2.88M 0.07% -789 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,531 $2.74M 0.07% -2,478 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,878 $2.68M 1.37% +8 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 28,033 $2.51M 1.23% +592 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 25,210 $2.26M 0.09% +3,178 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 24,343 $2.18M 0.51% -811 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 21,367 $1.91M 0.09% +698 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 21,057 $1.89M 0.29% -237 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 18,352 $1.64M 0.71% +294 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,605 $1.58M 0.23% -4,177 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 17,306 $1.55M 0.1% -6,704 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 16,724 $1.5M 0.3% -664 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 16,156 $1.45M 0.1% -233 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,772 $1.41M 0.16% +63 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 15,010 $1.35M 0.62% -1,999 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,443 $1.29M 0.84% +688 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,324 $1.19M 0.05% +26 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12,739 $1.14M 0.74% +3,260 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12,632 $1.13M 0.61% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,843 $972K 0.11% -1,411 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,657 $950K 0.22% +426 13F-HR Timeline Trust Co More: the full row for Trust Co 10,259 $920K 0.08% -219 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,628 $863K 0.02% +972 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,965 $804K 0.23% +2,378 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,980 $715K 0.55% +306 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,295 $654K 0.18% +298 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,247 $650K 0.14% +3,170 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,068 $634K 0.09% -142 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,686 $599K 0.04% +50 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,164 $552K 0.11% +3,288 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,067 $544K 0.04% -411 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $538K 0.33% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,660 $507K 0.11% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,607 $503K 0.12% +288 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,589 $501K 0.01% -12 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,251 $472K 0.22% +6 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,222 $468K 0.07% +985 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,026 $450K 0.01% -178 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,978 $446K 0.18% +292 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $443K 0.11% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,906 $440K 0.01% -28 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,875 $438K 0.01% -162 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,699 $421K 0.31% -1,253 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,596 $412K 0.01% +53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,574 $410K 0.03% +266 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $389K 0.05% 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 4,223 $379K 0.23% +330 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,114 $369K 0.2% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,800 $341K 0.23% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,498 $314K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,382 $303K 0.03% -358 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,346 $300K 0.1% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,314 $297K 0.02% -119 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,304 $296K 0.07% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,265 $293K 0.06% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,263 $292K 0.1% -44 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,000 $269K 0.05% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,986 $268K 0.1% +24 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,945 $264K 0.17% -75 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,840 $255K 0.05% +7 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 2,755 $247K 0.06% -25,805 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,644 $237K 0.02% +30 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,623 $235K 0.14% -13 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,104 $189K 0.02% -8,196 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,000 $179K 0.02% +750 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,519 $136K 0.01% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,454 $130K <0.01% -27 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,199 $107K 0.09% -4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,112 $99.6K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,097 $98.3K 0.06% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 918 $82.3K 0.05% -563 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 880 $78.9K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 852 $76K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 810 $72.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 425 $38.1K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 395 $35.4K 0.03% +1 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 180 $16K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $13.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dorato Capital Management More: the full row for Dorato Capital Management 150 $13.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 126 $11.3K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 107 $9.59K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 103 $9.23K <0.01% +68 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22 $1.97K <0.01% -18 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 19 $1.73K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.08K <0.01% 0 13F-HR Timeline