Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 75,000 $39.2M 0.29% +900 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 56,545 $29.6M 1.52% +188 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 51,753 $27.1M 1.54% +424 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,349 $14.8M 0.39% -36 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 22,048 $11.5M 0.87% -7,712 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,891 $9.35M 0.13% -120 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,471 $4.95M 0.04% +4,549 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,569 $3.96M 0.13% +651 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,987 $3.13M 1% -3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,300 $2.77M 0.22% +39 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,203 $2.72M 0.29% +80 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,317 $2.26M 0.17% -153 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,732 $1.95M 0.04% -55 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,792 $1.91M 0.05% +268 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,347 $1.75M 0.35% +32 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,646 $1.38M 0.09% +80 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,645 $1.38M 0.58% -85 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 2,615 $1.37M 0.11% +131 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,553 $1.33M 0.29% +1,057 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,080 $1.09M 0.03% +271 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,046 $1.07M 0.77% +478 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,028 $1.06M 0.13% +36 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,948 $1.02M 0.1% -577 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,888 $987K 0.03% +50 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,871 $978K 0.3% -115 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,825 $954K 0.68% -587 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,820 $952K 0.28% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,761 $921K 0.13% +1,251 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,644 $860K 0.25% -162 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,267 $662K 0.1% +245 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,180 $617K 0.42% +628 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,098 $574K 0.05% +43 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,125 $569K 0.01% +522 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,061 $555K 0.07% +68 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 817 $427K 0.03% -24 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 793 $415K 0.01% -196 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 760 $397K 0.13% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 757 $396K 0.24% -20 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 736 $385K 0.22% -186 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 674 $339K 0.02% +159 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 631 $330K 0.05% +152 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 618 $323K 0.01% +176 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 547 $286K 0.02% +44 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 513 $268K 0.16% -2 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 473 $247K 0.02% +40 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 438 $229K 0.07% -1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 427 $223K 0.02% 0 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 409 $214K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 407 $213K 0.02% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 398 $208K 0.11% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 305 $159K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $157K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 184 $96.2K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 164 $85.7K 0.01% -142 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 55 $28.8K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 50 $25.3K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 47 $24.6K 0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 45 $23.5K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 38 $19.9K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 28 $14.6K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 24 $12.5K <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 8 $4.18K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6 $3.14K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5 $2.61K <0.01% +2 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4 $2.09K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $1.57K <0.01% new 13F-HR Timeline