CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,414 $2M 0.44% +253 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,407 $2M 0.78% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,399 $1.99M 0.1% -3,361 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,394 $1.99M 0.21% -3,905 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,324 $1.97M 0.23% +776 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,321 $1.97M 0.09% -10 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 6,317 $1.97M 0.92% +438 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,308 $1.97M 0.82% -949 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,995 $1.96M 0.26% -82 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,298 $1.96M 1.04% -169 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,290 $1.96M 0.38% +143 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,267 $1.95M 1.41% +11 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,264 $1.95M 0.09% +1,444 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,259 $1.95M 0.54% +852 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,239 $1.94M 0.14% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 6,210 $1.93M 1.2% +274 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,197 $1.93M 0.13% -40 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,196 $1.93M 0.94% -307 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,182 $1.93M 0.97% +7 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,178 $1.92M 0.16% +64 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,163 $1.92M 0.27% -4,633 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,158 $1.92M 0.35% -17 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,145 $1.91M 1.53% +215 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,136 $1.91M 0.18% +197 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,124 $1.91M 0.3% +134 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,117 $1.91M 0.86% +25 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,109 $1.9M 0.15% +809 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,102 $1.9M 0.21% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,059 $1.89M 0.37% -83 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,052 $1.89M 0.39% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,049 $1.88M 0.09% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,023 $1.88M 1.33% +19 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,007 $1.87M 0.28% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,005 $1.87M 0.76% -15 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,003 $1.87M 0.39% -586 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,000 $1.87M 0.44% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,968 $1.86M 0.69% +110 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,951 $1.85M 0.55% -51 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,945 $1.85M 0.66% -175 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,944 $1.85M 0.44% -102 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,929 $1.85M 0.53% +328 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,926 $1.85M 0.14% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,884 $1.83M 0.62% +2,128 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,883 $1.83M 1.2% +222 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,881 $1.83M 0.03% -11,396 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,833 $1.82M 0.35% +2,716 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,795 $1.81M 0.68% -800 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,786 $1.8M 0.13% +1 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,778 $1.8M 0.31% -639 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 5,778 $1.8M 1.02% -235 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,760 $1.79M 0.25% -1,473 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,756 $1.79M 0.34% -1,810 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,747 $1.79M 0.06% -2 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,743 $1.79M 0.29% +1,077 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,736 $1.79M 0.5% +404 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,777 $1.78M 0.48% -1,116 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,709 $1.78M 0.17% -569 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,691 $1.77M 0.38% +11 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,684 $1.77M 0.75% +19 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,680 $1.77M 0.52% +3,469 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,675 $1.77M 1.13% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,675 $1.77M 0.25% +69 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,673 $1.77M 0.13% +151 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,643 $1.76M 0.3% +731 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,657 $1.76M 0.19% -27 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,652 $1.76M 0.46% -333 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,649 $1.76M 0.12% +3,628 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,646 $1.76M 1.01% +173 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,343 $1.76M 0.1% +204 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,639 $1.76M 0.97% -314 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,635 $1.76M 0.23% +481 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,634 $1.76M 1.97% +49 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,606 $1.75M 0.85% +1,591 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,601 $1.74M 0.79% +822 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,571 $1.74M 0.15% -21,694 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,590 $1.74M 0.24% -75 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,576 $1.74M 0.05% +1,872 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,565 $1.73M 0.21% -641 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,564 $1.73M 0.94% +246 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,555 $1.73M 0.8% +14 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,634 $1.72M 1.31% +63 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,514 $1.72M 0.14% -863 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,503 $1.71M 0.85% -213 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,448 $1.7M 1.1% -145 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,523 $1.7M 0.16% +612 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,436 $1.69M 0.22% -174 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,430 $1.69M 0.09% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,424 $1.69M 0.85% -431 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,416 $1.69M 0.02% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,409 $1.69M 0.24% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,405 $1.68M 0.32% -106 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 5,399 $1.68M 0.55% -609 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,815 $1.68M 0.04% +141 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,377 $1.68M 0.23% +3,628 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,374 $1.67M 0.57% -184 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,773 $1.67M 0.78% -13 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,357 $1.67M 0.12% +1,397 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,357 $1.67M 0.29% +3,378 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,351 $1.67M 0.12% -62 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,334 $1.66M 0.13% -40 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,330 $1.66M 0.29% +188 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,328 $1.66M 0.16% +748 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,313 $1.66M 0.12% +29 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,311 $1.65M 0.37% -24 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 5,300 $1.65M 0.14% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,269 $1.64M 0.05% -88 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,330 $1.64M 0.4% -3,645 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,245 $1.63M 0.13% +47 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,238 $1.63M 0.59% -62 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,234 $1.63M 0.76% -41 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 5,229 $1.63M 4.09% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,212 $1.62M 0.76% +682 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,201 $1.62M 0.9% +374 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 5,200 $1.62M 1.14% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,191 $1.62M 1.2% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,184 $1.62M 0.12% +1,045 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,180 $1.61M 1.38% -141 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,839 $1.61M 0.05% +1,019 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,154 $1.61M 0.2% +1,208 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,153 $1.61M 0.19% -30 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,150 $1.6M 0.66% -153 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,142 $1.6M 0.35% -12 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,127 $1.6M 0.08% +2,782 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,122 $1.6M 0.3% -671 13F-HR Timeline Group PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,120 $1.6M 0.42% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,119 $1.59M 0.2% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,109 $1.59M 0.38% -4,029 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,107 $1.59M 0.34% -110 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,098 $1.59M 0.18% 0 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 5,091 $1.59M -9,086 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,089 $1.59M -641 Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,079 $1.58M 1.11% +133 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,078 $1.58M <0.01% -2,131 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5,076 $1.58M 0.86% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,075 $1.58M 0.3% +77 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 5,072 $1.58M 0.3% +3,496 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,069 $1.58M 0.18% -4 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,056 $1.58M 0.14% -26 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,048 $1.57M 0.12% +32 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,046 $1.57M 0.13% +166 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 5,030 $1.57M 0.42% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,018 $1.56M 0.18% +1,021 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,009 $1.56M 0.43% +536 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,985 $1.55M 0.07% -154 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4,980 $1.55M 0.21% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,980 $1.55M 0.39% +26 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,965 $1.55M 0.33% +1,775 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,961 $1.55M 0.02% -646 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 4,952 $1.54M 0.93% +151 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,943 $1.54M 0.36% +400 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,933 $1.54M 0.07% -893 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,927 $1.54M 0.1% +170 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,923 $1.53M 0.56% +336 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,908 $1.53M 0.05% +3,416 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,905 $1.53M 0.03% +282 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $1.53M 0.46% +66 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,898 $1.53M 0.43% -853 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,879 $1.52M 0.11% -9,278 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,877 $1.52M 0.8% +450 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,850 $1.51M 0.73% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,841 $1.51M 0.08% +44 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,836 $1.51M 0.58% +451 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,827 $1.5M 1.07% +61 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,827 $1.5M 0.29% +86 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,816 $1.5M 0.33% -12 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,797 $1.49M 0.63% -137 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,780 $1.49M 0.97% +73 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 4,773 $1.49M 0.75% +1,203 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,769 $1.49M 0.1% -144 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,765 $1.48M 0.06% -352 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,751 $1.48M 0.88% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,748 $1.48M 0.19% +6 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,737 $1.48M 0.42% -54 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,709 $1.47M 0.18% -218 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,697 $1.46M 0.29% +1,958 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,688 $1.46M 0.54% -102 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,686 $1.46M 0.03% -54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,673 $1.46M 0.27% +209 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,670 $1.45M 0.85% +750 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,190 $1.45M 0.64% 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,656 $1.45M 0.46% -992 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,641 $1.45M 0.13% -1,837 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,638 $1.44M 0.22% +205 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,700 $1.44M 0.19% new 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,628 $1.44M 0.48% +456 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,827 $1.44M 0.13% +3,862 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,619 $1.44M 0.33% -43 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,616 $1.44M 0.21% +141 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,071 $1.44M 0.12% -158 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,606 $1.44M 0.06% -198 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,605 $1.43M 0.11% +343 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,587 $1.43M 0.65% +500 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,581 $1.43M 0.08% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,575 $1.43M 0.06% -573 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,568 $1.42M 0.5% -215 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,561 $1.42M 0.16% +700 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,558 $1.42M 1.73% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,555 $1.42M 0.12% -1,737 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,544 $1.42M 0.04% -2,249 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,540 $1.41M 0.12% +1,491 13F-HR Timeline