Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,512 $758K 0.37% +797 13F-HR Timeline Citadel Investment Advisory, Inc. 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Prosperity Capital Advisors 3,075 $664K 0.04% -347 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,064 $661K 0.07% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,057 $660K 0.33% -242 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,057 $660K 0.12% -50 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,047 $658K 0.06% +1,086 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,047 $658K 0.15% +1,048 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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