Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,224 $993K 0.24% -37 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,209 $992K 0.13% +263 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,194 $990K 0.23% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,178 $988K 0.36% +420 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,149 $984K 0.06% -410 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,126 $982K 0.06% +279 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,324 $977K 0.53% +6,246 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,068 $975K 0.09% -130 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,034 $970K 0.52% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,948 $960K 0.12% +1,542 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,922 $957K 0.07% +115 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,900 $954K 0.21% +758 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 7,898 $954K 1.01% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,893 $953K 0.08% +1,831 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,886 $953K 0.09% +213 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,863 $950K 0.22% +2,476 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,844 $947K 0.48% -200 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,840 $947K 0.21% +1,500 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,840 $947K 0.08% -256 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,820 $945K 0.01% +79 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,805 $943K 0.09% +308 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,794 $941K 0.07% -238 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,774 $939K 0.04% -4,390 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 7,751 $936K 1.48% +5,860 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,745 $936K 0.53% +325 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,733 $934K <0.01% +278 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,731 $934K 0.07% +2,190 13F-HR Timeline Group BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,723 $933K 0.63% -18,879 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 7,720 $932K 1.07% -909 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,720 $932K 0.18% +992 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 7,715 $932K 0.08% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 7,697 $930K 0.01% +2,019 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 7,697 $930K 0.55% +5,534 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 7,679 $928K 0.38% -750 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 7,668 $926K 0.17% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,637 $922K 0.31% +1,185 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,624 $921K 0.44% -305 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 7,614 $920K 0.38% +3,598 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,609 $919K 0.08% +333 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,587 $916K 0.02% -13,667 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,566 $914K 0.03% -2,962 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,558 $913K 0.09% +5,487 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 7,557 $913K 0.48% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,550 $912K 0.18% +200 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,546 $911K 0.43% +52 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,530 $910K <0.01% -202,797 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,504 $906K 0.44% +104 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 7,481 $904K 0.24% -926 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,475 $903K 0.58% -3,420 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,465 $902K 0.02% +123 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,441 $899K 0.05% -1,725 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7,424 $897K 0.04% +630 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,419 $896K 0.03% +697 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,410 $895K 0.02% 0 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 7,408 $895K <0.01% +2,708 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 7,402 $894K 0.01% -632 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,989 $891K 0.22% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 7,375 $891K 0.57% -4,325 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,363 $889K 0.1% +1,074 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,344 $887K 0.25% +311 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,344 $887K 0.16% +320 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,337 $886K 0.18% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,312 $883K 0.75% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,289 $880K 0.04% -275 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,279 $879K 0.33% +307 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,260 $877K 0.62% -986 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,208 $871K 0.23% +67 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 7,205 $870K 0.38% +1,588 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,198 $869K 0.06% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,192 $869K 0.35% +867 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 7,146 $867K 0.04% -69 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,120 $860K 0.06% -10,754 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,108 $859K 0.09% +841 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,100 $858K 0.27% +2,483 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 7,098 $857K 0.34% +29 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 7,085 $856K 0.47% +3,935 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,083 $856K 0.1% -12,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,080 $855K 0.61% -3,532 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,078 $855K 0.65% +117 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,070 $854K 0.28% -691 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 7,066 $854K 0.62% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,064 $853K 0.4% -700 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,054 $852K 0.24% +173 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,053 $852K 0.09% -1,127 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,051 $852K 0.52% +680 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,045 $851K 0.38% +195 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,014 $847K 0.28% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 7,011 $847K 2.42% +1,300 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,006 $846K 0.32% -1,542 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $846K 0.31% -500 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,000 $846K 0.16% -20 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,000 $846K 0.63% 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,973 $842K 0.22% +97 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,932 $837K 0.12% +1,946 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 6,914 $835K 0.43% +1,558 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,912 $835K 0.13% -1,253 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,892 $832K 0.12% +236 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,872 $830K 0.08% +1,348 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,868 $830K 0.43% +7 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,847 $827K 0.2% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,815 $823K 0.14% -286 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,809 $822K 0.07% -167 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,798 $821K 0.73% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,777 $819K 0.72% +695 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 6,776 $818K 0.15% +27 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,775 $818K 0.18% -1 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,745 $815K 0.06% +346 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 6,731 $813K 0.42% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,699 $809K 0.39% +2,798 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,693 $808K 0.68% -253 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,688 $808K 0.17% 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,669 $806K 0.19% +403 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,664 $805K 0.06% +3,346 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,660 $804K 0.09% 13F-HR Timeline United Bank More: the full row for United Bank 6,650 $803K 0.34% +3,503 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,614 $799K 0.37% -183 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,613 $799K 0.03% +156 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,604 $798K 0.24% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,603 $798K 0.11% -707 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,597 $797K 0.45% -325 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,582 $795K 0.21% +2,435 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,570 $794K 0.17% +250 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,535 $789K 0.62% +528 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,521 $788K 0.1% +276 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,494 $784K 0.1% +1,440 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,489 $784K 0.11% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,361 $783K 0.12% +4,200 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,483 $783K 0.06% +3,650 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,478 $782K 0.09% -1,341 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,453 $779K 0.06% -3,268 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,431 $777K 0.45% +687 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,415 $775K 0.1% -1,520 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,407 $774K 0.03% -515 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 6,404 $774K 0.02% +750 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,395 $772K 0.4% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,396 $772K 0.26% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,387 $771K 0.06% -98 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,386 $771K 0.2% +98 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,358 $768K 0.14% +36 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,320 $763K 0.32% -192 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,317 $763K 0.06% -3,837 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,308 $762K 0.33% +243 13F-HR Timeline TLWM More: the full row for TLWM 6,305 $762K 0.15% +260 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,294 $760K 0.07% -1,027 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,278 $758K 0.55% +300 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,269 $757K 0.17% -113 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 6,259 $756K 0.17% +516 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,257 $756K 0.59% +200 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,237 $753K 0.28% +134 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,236 $753K 0.03% -2,282 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,235 $753K 0.09% +541 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,228 $752K 0.29% +79 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 6,207 $750K 0.36% -1,706 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,190 $748K 0.01% +802 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,189 $748K 0.1% +161 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,171 $745K 0.23% -63 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 6,162 $744K 0.19% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 6,162 $744K 0.07% -190 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,133 $741K 0.27% -2,250 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 6,132 $741K 0.59% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,125 $740K 0.27% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,100 $737K 0.33% +800 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,097 $736K 0.3% +225 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6,087 $735K 0.2% +444 13F-HR Timeline Danica Pension, Livsforsikringsaktiesel… More: the full row for Danica Pension, Livsforsikringsaktieselskab 6,043 $730K 0.01% +1,294 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,036 $729K 0.2% +3,942 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,034 $729K 0.4% -1,206 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,490 $728K 0.09% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,014 $726K 0.67% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 6,008 $726K 0.32% -1,768 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,998 $724K 0.01% -2,016 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,993 $724K 0.07% -66 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,991 $724K 0.54% -770 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,988 $723K 0.09% +215 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,975 $722K 0.05% +344 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,962 $720K 0.13% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,962 $720K 0.11% +238 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,940 $717K 0.05% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,917 $715K 0.2% -1,486 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,912 $714K 0.06% +304 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,896 $712K 0.04% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,885 $711K 0.04% -888 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,874 $710K 0.15% +467 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,167 $709K 0.01% -461 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,860 $708K 0.05% -833 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,855 $707K 0.05% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,839 $705K 0.23% -1,888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,838 $705K 0.27% -830 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,815 $702K 0.35% +1,250 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 5,815 $702K 0.57% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,807 $701K 0.02% +2,377 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,800 $701K 0.05% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,777 $698K 0.11% -85 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,770 $697K 0.04% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,760 $696K 0.22% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,758 $696K 0.09% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,752 $695K 0.09% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,712 $690K 0.07% +2,400 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,702 $689K 0.21% +1,750 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,696 $688K 0.27% -143 13F-HR Timeline