ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 204,800 $47.4M 13.95% -7,834 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 167,703 $38.8M 3.21% +1,329 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 161,577 $37.4M 2.07% -1,776 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 135,258 $31.3M 8.21% +1,016 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 121,883 $28.2M 7.61% +1,174 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 71,671 $16.6M 6.95% +1,859 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 57,132 $13.2M 0.36% +44,606 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 36,871 $8.54M 1.23% +465 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 34,008 $7.93M 0.19% +30 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 28,319 $6.56M 2.99% -82 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,163 $6.06M 0.04% -89 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 24,690 $5.72M 0.14% +100 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 16,938 $3.99M 0.74% -450 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,394 $3.8M 0.23% -1,044 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15,764 $3.65M 2.47% +9 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15,209 $3.52M 1.86% -108 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,963 $2.08M 1.09% -1,035 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,396 $1.99M 0.92% +336 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 1,092,060 $1.52M 0.17% +1,085,477 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,494 $1.52M 0.02% +58 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,779 $1.34M 0.04% +2,007 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,584 $1.29M 0.02% +264 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,503 $1.27M 0.14% +665 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,107 $951K 0.01% +425 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,997 $926K 0.51% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,939 $912K 0.09% -281 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,686 $854K 0.06% +2 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 3,011 $697K 0.46% +57 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,984 $691K 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,912 $675K 0.1% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,881 $667K 0.32% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,419 $560K 0.09% -9 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,273 $527K 0.06% +36 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,179 $505K 0.21% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,550 $359K 0.25% new 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 1,535 $356K 0.26% +1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,517 $351K 0.03% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,479 $343K 0.05% -48 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,478 $343K 0.01% +298 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,474 $341K 0.01% +123 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,398 $332K 0.06% -123 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,408 $326K 0.03% +1 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,383 $320K 0.02% -5 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,380 $320K 0.04% -99 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,350 $313K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,286 $298K 0.01% +189 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 1,139 $264K 0.14% +3 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,007 $233K 0.11% +1 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 997 $231K <0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 992 $230K 0.02% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 937 $217K 0.13% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 864 $200K <0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 596 $138K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 422 $98K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 286 $66.2K 0.04% +148 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 276 $63.9K 0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 224 $51.9K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 222 $51.4K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 118 $27.5K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6 $1.39K <0.01% 0 13F-HR Timeline