BANK OF HAWAII More: the full row for BANK OF HAWAII 26,172 $3.28M 0.16% +283 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 26,100 $3.27M 0.02% -1,300 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,087 $3.27M 0.12% -2,318 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 25,960 $3.25M 0.76% +6,591 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 25,916 $3.25M 0.05% +166 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 25,898 $3.24M 0.33% +2,769 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 25,806 $3.23M 0.72% -286 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 25,764 $3.23M 0.05% -4,057 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 25,719 $3.22M 0.43% +32 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 25,483 $3.19M 1.88% -2,439 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 25,466 $3.19M 0.72% -28 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 25,262 $3.17M 0.15% -2,913 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 25,248 $3.16M 1.77% -1,245 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 25,169 $3.15M 0.26% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,107 $3.15M 0.2% -661 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,076 $3.14M 0.08% +996 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 25,067 $3.14M 0.91% +134 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 25,028 $3.14M 0.05% +1,052 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 24,850 $3.11M 1.21% +398 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 24,825 $3.11M 0.3% -7,214 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 24,776 $3.1M 1.01% +344 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 24,722 $3.1M 0.39% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,633 $3.09M 0.12% +1,078 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,615 $3.08M 0.27% +801 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 24,590 $3.08M 0.5% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 24,560 $3.08M 0.07% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 24,525 $3.07M 0.13% -1,585 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,513 $3.07M 0.1% -1,261 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 24,508 $3.07M 0.8% +2,597 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 24,482 $3.07M 1.51% +40 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 24,417 $3.06M 1.6% -1,020 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 24,391 $3.06M 1.42% -1,114 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 24,373 $3.05M 0.94% +247 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,319 $3.05M 0.1% +2,644 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 24,297 $3.04M 0.06% -1,619 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,211 $3.03M 0.23% -149 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 24,184 $3.03M 0.54% -1,867 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 24,156 $3.03M 0.02% -17,628 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 24,145 $3.03M 0.02% +179 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 24,097 $3.02M 0.78% -265 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 24,060 $3.01M 0.89% +151 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 24,044 $3.01M 0.14% -44 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 24,018 $3.01M 0.01% -1,899 13F-HR Timeline Group Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 24,000 $3.01M 0.37% +8,000 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 24,000 $3.01M 0.24% -15,060 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 23,974 $3M 1.83% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 23,870 $2.99M 0.8% +4,148 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 23,829 $2.99M 0.2% -512 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 23,764 $2.98M 0.29% +15,741 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,745 $2.98M 0.07% -318 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 23,738 $2.97M 0.34% -116 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,713 $2.97M 0.19% +17,102 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 23,674 $2.97M 0.09% +135 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 23,680 $2.97M 1.93% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 23,574 $2.95M 1.29% +13,240 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 23,549 $2.95M 0.19% +3,098 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 23,534 $2.95M 0.16% +298 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 23,533 $2.95M 0.42% -187 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 23,506 $2.95M 0.23% -133 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 23,498 $2.94M 2.36% +6,300 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,420 $2.93M 0.1% -249 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,342 $2.92M 0.06% +307 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 23,265 $2.91M 0.49% +1,692 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 23,259 $2.91M 0.88% -196 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 23,253 $2.91M 0.42% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 23,174 $2.9M 0.56% -50 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,116 $2.9M 0.13% +736 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 23,112 $2.9M 1.06% +3,333 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,045 $2.89M 0.04% -286 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23,010 $2.88M 0.18% -7,975 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 22,880 $2.87M 2.04% +170 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 22,872 $2.87M 0.17% -737 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 22,858 $2.86M 0.01% +14,704 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 22,706 $2.86M 0.66% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 22,810 $2.86M 0.05% -2,579 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 22,770 $2.85M 0.22% -812 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 20,866 $2.84M 0.23% 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 22,541 $2.84M 1.32% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,662 $2.84M 0.14% -108 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 22,600 $2.83M 0.08% -2,398 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 22,416 $2.81M 1.66% +116 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 22,399 $2.81M 1.72% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 22,386 $2.8M 0.13% -1,538 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 22,382 $2.8M 0.37% -4,317 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 22,324 $2.8M 1.3% +15 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 22,319 $2.8M 0.37% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 22,268 $2.79M 0.54% -326 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 22,215 $2.78M 1.26% -180 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 22,150 $2.78M 0.23% -501 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22,107 $2.77M 0.1% -8,544 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 22,050 $2.76M 0.71% -2,506 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 21,997 $2.76M 0.64% -2,475 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,909 $2.75M 0.05% +9 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,824 $2.73M 0.15% -271 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 21,810 $2.73M 0.15% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 21,752 $2.73M 0.91% -3,210 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 21,732 $2.72M 0.29% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 21,691 $2.72M 0.62% -230 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 21,435 $2.69M 0.87% -634 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 21,418 $2.68M 0.16% -7,839 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 21,409 $2.68M 2.13% -150 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 21,393 $2.68M 0.02% +5,068 13F-HR Timeline Group ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 21,364 $2.68M 0.06% +240 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 21,330 $2.67M 0.04% +10,192 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 21,311 $2.67M 1.15% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 21,191 $2.66M 0.08% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 21,114 $2.65M 0.21% -324 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,066 $2.64M 0.41% +202 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 21,066 $2.64M 0.08% -113 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 21,063 $2.64M 0.05% -1,291 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 21,043 $2.64M 0.1% +312 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21,015 $2.63M 0.42% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,973 $2.63M 0.07% +678 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,971 $2.63M 0.15% +294 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 20,951 $2.62M 0.06% -1,052,608 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,872 $2.62M 0.07% -9,048 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 20,803 $2.61M 0.04% +368 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 20,751 $2.6M 1.02% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 20,433 $2.6M 0.08% +1,330 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 20,687 $2.59M 2.37% +167 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 20,682 $2.59M 0.6% -11,055 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 20,675 $2.59M 0.31% +360 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 20,662 $2.59M 0.25% -2,702 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 20,629 $2.58M 0.07% +2,656 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 20,562 $2.58M 0.64% -1,313 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 20,499 $2.57M 0.26% +1,672 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,461 $2.56M 0.76% -24 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 20,451 $2.56M 0.33% +4 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 20,449 $2.56M 0.43% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 20,358 $2.55M 0.11% -36,353 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 20,351 $2.55M 0.16% -299 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,321 $2.55M 0.11% +1,393 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 20,275 $2.54M 2.04% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 20,200 $2.53M 1.12% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 20,144 $2.52M 0.5% +324 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 20,095 $2.52M 0.46% -72 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 20,081 $2.52M 0.18% -349 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,071 $2.51M 0.91% +728 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,053 $2.51M 0.12% +13,812 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 20,018 $2.51M 0.16% -1,246 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20,015 $2.51M 1.37% +2,467 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 19,953 $2.5M 0.48% -267 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 19,950 $2.5M 0.12% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,948 $2.5M 0.06% -524 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 19,933 $2.5M 0.08% -1,074 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 19,888 $2.49M 0.65% -1,777 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 19,816 $2.48M 0.01% -6,058 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19,803 $2.48M 0.15% -1,146 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 19,700 $2.47M 0.67% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,695 $2.47M 0.3% +169 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 19,625 $2.46M 0.32% +425 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 19,605 $2.46M 0.19% +836 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 19,550 $2.45M 0.24% -1,280 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 19,528 $2.45M 0.26% +1,462 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 19,527 $2.45M 2.15% 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 19,512 $2.44M 0.7% -27 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,501 $2.44M 0.67% +26 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 19,494 $2.44M 0.83% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,447 $2.44M 0.62% +6,490 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 19,400 $2.43M 0.48% 0 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 19,373 $2.43M 2.47% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 19,285 $2.42M 0.36% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 19,278 $2.42M 2.18% -150 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 19,275 $2.41M 0.16% -708 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 19,272 $2.41M 1.28% -5,315 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,264 $2.41M 0.07% -4,667 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 19,252 $2.41M 0.4% +201 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 19,247 $2.41M 0.63% -150 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,187 $2.4M 0.73% -685 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 19,130 $2.4M 0.69% -164 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 19,093 $2.39M 0.22% -3,200 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,066 $2.39M 0.08% +10,925 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 19,046 $2.39M 0.75% -786 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 19,024 $2.38M 0.39% +145 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 19,016 $2.38M 0.32% -13,652 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 19,003 $2.38M 0.61% -1,224 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 19,000 $2.38M 0.02% 0 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 18,916 $2.37M 0.54% +681 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 18,909 $2.37M 0.16% -117 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 18,859 $2.36M 2.38% -1,649 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 18,828 $2.36M 1.69% -47 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18,799 $2.36M 0.43% +2 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,791 $2.35M 0.03% +1,362 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,791 $2.35M 0.05% +215 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 18,744 $2.35M 0.52% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 18,732 $2.35M 0.46% +5,803 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,596 $2.33M 0.22% +526 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 18,758 $2.33M 0.65% +10,780 13F-HR Timeline SWS Partners More: the full row for SWS Partners 18,581 $2.33M 0.56% -1,838 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 18,527 $2.32M 0.19% -452 13F-HR Timeline Valmark Advisers, Inc. 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