Heritage Trust Co More: the full row for Heritage Trust Co 9,614 $2.09M 0.21% -360 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 9,611 $2.09M 0.44% -299 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 9,610 $2.09M 0.74% -82 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,608 $2.09M 0.17% +923 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,607 $2.09M 0.04% -850 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 9,600 $2.08M 0.4% -360 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,510 $2.06M 0.04% +1,000 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,425 $2.05M 0.48% 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,439 $2.05M 0.16% +12 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,426 $2.05M 0.15% +1,274 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,381 $2.04M 0.16% -597 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 9,375 $2.04M <0.01% -1,501,364 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,355 $2.03M 0.26% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,331 $2.03M 0.02% +169 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,307 $2.02M 0.56% -72 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,294 $2.02M 0.07% +40 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,253 $2.01M 0.2% +904 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,247 $2.01M 0.35% -480 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,224 $2M 0.05% +969 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 9,187 $1.99M 0.31% +379 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 9,183 $1.99M +6,467 Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,167 $1.99M 0.02% +2,183 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,131 $1.98M 0.29% +230 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 18,251 $1.98M 0.13% +9,002 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 9,100 $1.98M <0.01% -382,620 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,100 $1.98M 0.03% -119 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,050 $1.96M 1.53% +1,175 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 9,033 $1.96M 0.87% -107 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,010 $1.96M 0.07% -886 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 8,994 $1.95M 2.36% +3,700 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,980 $1.95M 0.48% +2,649 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,929 $1.94M 0.1% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,905 $1.93M 0.16% +43 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 8,842 $1.92M 1.07% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,839 $1.92M 0.01% +378 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,830 $1.92M 0.1% +228 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,795 $1.91M 0.02% -71 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,787 $1.91M 0.09% +2,346 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,752 $1.9M 0.11% -134 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,746 $1.9M 0.22% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,735 $1.9M 0.22% +300 13F-HR Timeline Group Gifford Fong Associates More: the full row for Gifford Fong Associates 8,735 $1.9M 0.38% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,731 $1.9M 0.11% -1,439 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 8,730 $1.9M 0.93% +963 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 8,700 $1.89M 0.05% 0 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 8,695 $1.89M 0.83% -95 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 8,687 $1.89M 1.9% -787 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,620 $1.87M 0.3% -132 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,515 $1.87M 0.06% -61 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 8,590 $1.87M 1.56% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,584 $1.86M 0.09% +2,129 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,453 $1.86M 0.12% +262 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,538 $1.85M 0.02% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,502 $1.85M 0.24% -737 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,487 $1.84M 1.03% -3,740 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,336 $1.81M 0.08% +118 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,284 $1.8M 0.79% -300 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,260 $1.79M 0.39% -2,081 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,235 $1.79M 0.15% +2,405 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,648 $1.79M 0.68% -78 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,221 $1.78M 0.41% +78 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,187 $1.78M 0.73% -599 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,178 $1.78M 0.1% -41,650 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 8,165 $1.77M 0.43% -200 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,142 $1.77M 0.05% -30 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,093 $1.76M 0.1% -839 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,083 $1.75M 1.2% -20 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,078 $1.75M 0.38% +5,690 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,058 $1.75M 0.16% +612 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 8,022 $1.74M 0.56% +6,022 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 8,019 $1.74M 1.31% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,001 $1.74M 0.07% -3,602 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 8,000 $1.74M 1.36% +1,000 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,971 $1.73M 0.56% +615 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 7,950 $1.73M 0.77% -50 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,942 $1.72M 0.37% -559 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,926 $1.72M 0.87% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,924 $1.72M 0.09% +1,978 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,916 $1.72M 0.43% +2,629 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 7,916 $1.72M 1.53% -407 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,878 $1.71M 0.09% +531 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,863 $1.71M 0.24% +144 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,843 $1.7M 0.02% +1,060 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,841 $1.7M 0.02% +3,179 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,836 $1.7M 0.02% -16 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,835 $1.7M 0.03% +238 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 7,803 $1.69M 0.1% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,776 $1.69M <0.01% +857 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,736 $1.68M 0.38% +405 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,711 $1.67M 0.55% +1,237 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,692 $1.67M 0.34% -12 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,663 $1.66M 0.04% -343 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,636 $1.66M 0.05% +1,281 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,600 $1.65M 0.04% -5,886 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 7,599 $1.65M 0.28% -17 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,585 $1.65M 0.08% -719 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,569 $1.64M 0.24% +577 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,540 $1.64M 0.16% +135 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,531 $1.64M 0.08% -1,465 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,528 $1.63M 0.66% +119 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 7,519 $1.63M 1.32% +1,420 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,519 $1.63M 0.04% -1,715 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 7,513 $1.63M 0.84% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,486 $1.63M 0.05% -964 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,464 $1.62M 0.81% +374 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,454 $1.62M 0.35% +2,235 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,449 $1.62M 0.17% +1,780 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,429 $1.61M 0.11% +83 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,402 $1.61M 0.48% -684 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Wealth Management More: the full row for Dakota Wealth Management 7,400 $1.61M 0.03% -2,909 13F-HR/A Timeline Ballast, Inc. More: the full row for Ballast, Inc. 7,388 $1.6M 0.38% +408 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,385 $1.6M 0.43% +175 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,372 $1.6M 0.03% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 52,155 $1.6M 0.11% +45,324 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,339 $1.59M 0.06% +1,050 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,279 $1.58M 0.33% +42 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,270 $1.58M 0.03% +87 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,268 $1.58M 0.23% +146 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,265 $1.58M 0.19% +3,720 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,263 $1.58M 0.25% +51 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 7,263 $1.58M 0.23% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,255 $1.57M 0.05% -69 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,246 $1.57M 0.04% +68 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,195 $1.56M 0.09% +6,988 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,189 $1.56M 0.08% +22 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,180 $1.56M 0.22% -6,278 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,152 $1.55M 0.3% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 7,150 $1.55M 1.33% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,126 $1.55M 0.14% +700 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,074 $1.54M 0.04% +116 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,064 $1.53M 0.17% +5,863 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 7,050 $1.53M 0.74% +917 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 7,044 $1.53M 0.81% +221 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,079 $1.53M 0.4% -1,065 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,032 $1.53M 0.72% +13 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 7,000 $1.52M 0.25% +5,650 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,901 $1.5M 0.84% +1,139 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 6,900 $1.5M 0.3% +4,600 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 6,025 $1.5M 1% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,867 $1.49M 0.07% +2,451 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 6,832 $1.48M <0.01% -2,414 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,804 $1.48M +1,031 Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,800 $1.48M 0.52% +352 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,792 $1.47M 0.36% -60 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,774 $1.47M 0.03% +3,504 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 6,764 $1.47M 0.34% +706 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,760 $1.47M 0.01% -4,207 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,740 $1.46M 0.1% +223 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,732 $1.46M 0.98% -180 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,727 $1.46M 0.03% -1,323 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,715 $1.46M 0.05% +597 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,707 $1.46M 0.22% -175 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,665 $1.45M 0.02% -1,431 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,595 $1.43M 0.02% -291 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,573 $1.43M 0.14% -121 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,567 $1.43M 0.08% +1,027 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,538 $1.42M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 6,527 $1.42M 0.24% -148 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,516 $1.41M 0.42% -4 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,498 $1.41M 0.12% +74 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,487 $1.41M 0.01% -1,589 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,471 $1.4M 0.05% -5,092 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,467 $1.4M 0.09% +660 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,430 $1.4M 0.7% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,405 $1.39M 1.19% -35 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,403 $1.39M 0.65% -12 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,404 $1.39M 0.59% -109 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,372 $1.38M 0.51% -17 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,370 $1.38M 0.08% -240 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,350 $1.38M 0.81% +1,450 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,311 $1.37M 0.19% +35 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,284 $1.36M 0.37% +112 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,281 $1.36M 0.09% 0 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,270 $1.36M 0.63% +310 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,222 $1.35M 0.18% -1,379 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,221 $1.35M 0.08% +6,220 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,206 $1.35M 0.51% -125 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,203 $1.35M 0.04% +402 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,203 $1.35M 0.16% +1,583 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,175 $1.34M 0.09% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,141 $1.33M 0.09% +601 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,130 $1.33M 0.07% +642 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,118 $1.33M 0.02% +3,230 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,116 $1.33M 0.22% +518 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,113 $1.33M 0.69% -3 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,081 $1.32M 0.03% -6,201 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,079 $1.32M 0.02% -3 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 6,060 $1.32M 0.09% +2,501 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,055 $1.31M 0.21% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,050 $1.31M 0.01% +2,829 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,000 $1.3M 0.07% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 5,992 $1.3M 0.11% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,949 $1.3M 0.05% +793 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,981 $1.3M 0.21% -876 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,965 $1.3M 0.21% -11 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,916 $1.28M 0.61% -13 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,887 $1.28M 0.09% +3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,864 $1.27M 0.05% +280 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,843 $1.27M 0.09% +2,937 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,821 $1.26M 0.42% +1,677 13F-HR Timeline