EASTERN BANK More: the full row for EASTERN BANK 783,561 $81.4M 1.24% -113,072 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 779,272 $81M 0.71% +265,717 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 716,949 $74.5M 0.89% +7,189 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 577,987 $60M 0.83% -53,935 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 390,716 $40.6M 0.58% +2,932 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 379,489 $39.4M 0.28% +23,675 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 349,184 $36.3M 0.49% -2,088 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 327,374 $34M 0.9% -12,149 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 302,937 $31.5M 0.82% +67,596 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 251,626 $26.1M 1.34% -2,750 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 246,566 $25.6M 2.35% -13,045 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 222,059 $23.1M 1.63% -3,066 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 149,412 $15.5M 0.53% +3,191 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 138,293 $14.4M 0.09% -3,758 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 127,544 $13.3M 1.32% -1,685 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 123,070 $12.8M 1.55% -503 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 119,865 $12.5M 0.34% +88,562 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 111,921 $11.6M 0.25% +1,356 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 111,309 $11.6M 0.73% +4,012 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 109,677 $11.4M 2.67% -10,819 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 101,472 $10.5M 0.58% +2,191 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 99,274 $10.3M 0.41% -1,813 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 91,238 $10.1M 0.24% +10,403 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 90,415 $9.4M 0.34% -820 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 87,664 $9.11M 0.35% -2,052 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 86,910 $9.03M 4.33% +2,040 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 83,298 $8.66M 0.81% -2,303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 71,180 $7.4M 1.5% +8,643 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 68,062 $7.36M 0.09% +6,035 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 70,795 $7.36M 0.54% +1,606 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 70,177 $7.29M 0.63% -1,339 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 69,236 $7.2M 0.77% +3,783 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 69,000 $7.17M 1.36% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 64,794 $6.73M 3.57% -2,598 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 56,370 $5.86M 2.13% -43,592 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 54,876 $5.7M 0.47% +8,598 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 53,079 $5.52M 0.15% +1,076 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52,512 $5.46M 0.15% +1,466 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 51,833 $5.39M 1.12% +239 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 50,990 $5.35M 2.47% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50,027 $5.2M 0.15% -17,547 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 45,719 $4.75M 0.32% -1,106 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 45,421 $4.72M 0.7% +314 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 43,946 $4.57M 0.99% +243 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 42,462 $4.41M 0.88% -1,094 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 42,095 $4.37M 0.38% -431 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 40,776 $4.24M 0.26% -4,313 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 38,338 $3.98M 1.84% +993 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 38,190 $3.98M 1.2% -3,470 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 37,783 $3.93M 1.48% +288 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 36,948 $3.84M 1.64% +471 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 36,899 $3.83M 0.55% -636 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 36,675 $3.81M 0.99% +16,546 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 36,203 $3.76M 0.83% +18,820 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 34,823 $3.62M 1.03% +1,146 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 33,628 $3.6M 0.68% -3,369 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 31,891 $3.31M 1.86% +2,668 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 30,825 $3.2M 0.1% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 30,692 $3.19M 0.55% +3,628 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 30,272 $3.15M 1.98% -49 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 28,389 $2.95M 1.83% +49 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 27,364 $2.84M 0.95% +2,298 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 25,745 $2.68M 0.45% +2,847 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,346 $2.53M 0.25% +571 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 23,735 $2.47M 0.03% -1,135 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,151 $2.45M 0.11% +880 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,345 $2.43M 0.19% -8,256 13F-HR Timeline TLWM More: the full row for TLWM 22,805 $2.37M 0.38% +371 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 22,746 $2.36M 0.41% -69 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 22,393 $2.33M 0.52% +677 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 22,226 $2.31M 1.78% +510 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,682 $2.25M 0.17% -3,405 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 21,049 $2.19M 2.05% +440 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 20,623 $2.14M 1.28% -506 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,585 $2.14M 0.32% -137 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 20,347 $2.11M 1.13% +48 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 20,090 $2.09M 0.47% +1,700 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18,634 $1.94M 0.2% -8,745 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18,534 $1.93M 0.16% -5,547 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 18,455 $1.92M 0.47% +6,903 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 18,330 $1.9M 1.02% -1,000 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 18,186 $1.89M 0.31% -2,287 13F-HR Timeline ANB BANK More: the full row for ANB BANK 18,002 $1.87M 0.66% -108 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 17,457 $1.84M 0.82% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 17,304 $1.82M 0.36% -861 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 17,423 $1.81M 0.08% +1,245 13F-HR Timeline Trust Co More: the full row for Trust Co 16,726 $1.74M 0.15% +986 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 16,718 $1.74M 0.13% +202 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,581 $1.72M 0.28% +33 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 16,575 $1.72M 0.36% -210 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 16,573 $1.72M 0.4% +230 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 16,489 $1.72M 0.71% +758 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 16,321 $1.7M 0.45% +678 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 16,300 $1.69M 1.65% -5 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 16,182 $1.68M 1.41% +12 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 16,068 $1.67M 0.3% +868 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,035 $1.67M 0.11% -508 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,785 $1.64M 0.19% +38 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 15,739 $1.64M 0.26% +826 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 15,078 $1.57M 0.94% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 14,418 $1.5M 1.06% +2,271 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 14,331 $1.49M 0.56% +259 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 13,782 $1.43M 0.6% +1,929 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,295 $1.38M 0.27% -174 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,239 $1.38M 0.09% +1,305 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 13,079 $1.36M 0.38% -207 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 12,616 $1.31M 0.67% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12,246 $1.28M 0.71% -100 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 12,210 $1.27M 0.84% -1,024 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,126 $1.26M 0.37% -59 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 12,094 $1.26M 0.47% -7,771 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,081 $1.26M 0.23% +4 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 12,000 $1.25M 0.03% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 11,278 $1.22M 0.81% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,538 $1.2M 0.83% +1,547 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 11,516 $1.2M 0.28% +225 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,421 $1.19M 0.21% +318 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,701 $1.11M 0.06% -1,041 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 10,508 $1.09M 0.35% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,369 $1.08M 0.56% +1,354 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 10,025 $1.04M 0.11% -2,200 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 10,013 $1.04M 0.4% -311 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,828 $1.02M 0.53% +2,666 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,806 $1.02M 0.11% +390 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 8,961 $1.01M 0.32% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,756 $1.01M 0.27% -332 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,746 $1.01M 0.3% +3,660 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9,732 $1.01M 0.31% +20 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,517 $989K 0.34% +855 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,513 $989K 0.11% -190 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,437 $981K 0.06% -347 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,322 $969K 0.11% -182 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,264 $963K 0.19% -58 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,153 $951K 0.08% +194 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,132 $949K 0.07% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,997 $935K 0.52% -46 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,898 $925K 0.33% +6,472 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,686 $903K 0.24% +601 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 8,549 $888K 0.07% +725 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 8,498 $883K 0.23% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,098 $842K 0.18% -134 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,042 $836K 0.33% -120 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,978 $829K 0.09% +298 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,944 $826K 0.14% -500 13F-HR Timeline Friday Financial More: the full row for Friday Financial 7,642 $797K 0.16% +131 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,614 $791K 0.18% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,593 $789K 0.35% +144 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,567 $786K 0.16% -285 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 7,547 $784K 0.27% +621 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,325 $761K 0.13% -350 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 7,293 $758K 0.45% -6,115 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 7,177 $746K 0.54% +4 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 7,167 $745K 0.34% +2,764 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,129 $741K 0.45% -190 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,000 $730K 0.17% +3,945 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,581 $684K 0.31% +5 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,569 $683K 0.23% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,475 $673K 0.07% -41 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,109 $635K 0.11% -211 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,060 $630K 0.45% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,051 $629K 0.06% -170 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,882 $611K 0.42% -15 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,765 $599K 0.39% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,722 $595K 0.29% +374 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,471 $569K 0.04% 0 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 5,450 $566K 0.29% -1,199 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,433 $565K 0.06% -36 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,379 $559K 0.3% +202 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5,354 $556K 0.36% -1,568 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,237 $544K 0.4% +334 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,186 $539K 0.22% +110 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,155 $536K 0.16% +742 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,113 $531K 0.29% 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,082 $528K 0.21% +3 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,767 $495K 0.28% +1 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,750 $494K 0.45% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,689 $489K 0.24% +2 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,547 $474K 0.09% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,497 $467K 0.21% +25 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,432 $461K 0.09% -209 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,268 $444K 0.32% +690 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,247 $443K 0.28% +5 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,255 $442K 0.11% -31 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,029 $436K 0.05% +75 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,100 $427K 0.33% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,072 $423K 0.09% -18 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,956 $411K 0.04% -22 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,879 $403K 0.21% +110 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 3,860 $401K 0.14% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,680 $382K 0.05% -116 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,610 $375K 0.02% +19 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,498 $364K 0.07% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,495 $363K 0.28% -4,278 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,486 $362K 0.11% -414 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,447 $358K 0.22% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,384 $352K 0.27% -205 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,289 $342K 0.09% +235 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,250 $338K 0.97% +338 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,081 $321K 0.09% -512 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,080 $320K 0.05% +480 13F-HR Timeline