GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 204,268 $32.2M 12.89% +2,419 13F-HR Timeline PartnerRe Asset Management CORP More: the full row for PartnerRe Asset Management CORP 156,045 $24.6M 15.24% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 106,770 $16.9M 0.41% +37,280 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 71,065 $11.2M 0.93% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 69,307 $10.9M 0.29% +7,480 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 63,330 $10M 3.19% -853 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 57,263 $9.04M 8.26% +343 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 51,041 $8.06M 0.17% +1,178 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 49,141 $7.84M 0.1% +2,392 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,238 $7.61M 0.05% -117,840 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 28,938 $4.57M 3% -15,642 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 25,473 $4.02M 1.48% -615 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $3.39M 0.26% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,471 $2.44M 0.07% +246 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,499 $1.97M 0.15% +1 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,384 $1.82M 0.84% -437 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,018 $1.74M 0.16% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 10,929 $1.73M 0.74% -1,334 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,159 $1.6M 0.32% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 8,687 $1.37M 0.41% +1,227 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,549 $1.35M 0.12% +3 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,866 $1.08M 0.28% +18 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,978 $944K 0.06% +483 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,584 $881K 0.17% -38 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,010 $791K 0.14% +64 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,946 $781K 0.16% +233 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,833 $763K 0.06% -12 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,805 $759K 0.02% +129 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,500 $710K 0.13% -226 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,374 $686K 0.22% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,204 $664K 0.4% +479 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,132 $652K 0.27% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,685 $582K 0.14% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,563 $562K 0.14% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,469 $551K 0.02% +677 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,159 $499K 0.04% +32 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,995 $473K 0.04% -182 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,934 $463K 0.01% +131 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,732 $431K 0.06% -36 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,710 $428K 0.09% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,709 $428K 0.11% +895 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,594 $409K 0.08% +63 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,397 $378K 0.11% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,238 $353K 0.12% -177 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 2,230 $352K 0.22% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,885 $298K 0.02% -6 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,766 $279K 0.03% -114 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,500 $237K 0.02% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,396 $220K 0.06% +52 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,325 $209K 0.06% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,272 $201K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,219 $192K 0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 420 $66.3K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $47.4K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 260 $41K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 253 $39.9K 0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 106 $16.7K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $8.24K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $4.74K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27 $4.26K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.84K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 14 $2.21K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1 $158 <0.01% 0 13F-HR Timeline