Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,715 $1.06M 0.61% +550 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,699 $1.05M 0.31% +1,338 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,689 $1.05M 0.03% +44 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,683 $1.05M 0.58% +2,215 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,684 $1.05M 0.01% -894 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,553 $1.03M 0.23% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,517 $1.02M 0.5% -1,803 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,515 $1.02M 0.02% +808 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,512 $1.02M 0.01% -420 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,498 $1.02M 0.02% -3,990 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 5,975 $1.02M 0.35% -1,636 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 6,450 $1.01M 0.43% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,438 $1.01M 0.11% +655 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,437 $1.01M 0.26% -74 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,413 $1.01M 0.12% +355 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,411 $1.01M 0.05% +901 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,400 $1.01M 0.02% +41 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,338 $997K 0.05% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,328 $995K 0.16% +1,368 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,194 $974K <0.01% -38 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 6,155 $968K 0.36% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,153 $967K 0.24% +1,918 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,150 $967K 0.04% +625 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 6,145 $966K 0.82% +900 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 6,107 $960K 0.07% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,071 $955K 0.71% +1,572 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,050 $951K <0.01% -18,507 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,018 $946K 0.05% -11 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,984 $941K 0.74% +4,109 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,978 $940K 0.02% -2,669 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 5,952 $936K 0.49% -703 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,935 $933K 0.09% -263 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 5,861 $922K 0.03% +510 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,861 $921K 0.02% +61 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,829 $916K 0.01% -521 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,814 $914K 0.03% +264 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,803 $912K 0.09% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,731 $901K 0.22% +19 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 5,670 $891K <0.01% -874 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,641 $887K 0.05% -348 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,628 $885K 0.12% +57 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,800 $870K 0.55% -585 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,518 $868K 0.03% +11 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,568 $865K 0.02% -163 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 5,500 $865K 0.06% 0 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,492 $864K 0.2% -2,318 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,520 $857K 0.01% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 5,449 $857K 0.94% -45 13F-HR Timeline United Bank More: the full row for United Bank 5,419 $852K 0.28% +560 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 5,408 $850K 0.07% 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,400 $849K 0.11% +2,675 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 5,391 $848K <0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,378 $846K 0.04% -18 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 5,377 $845K 0.49% +608 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,361 $843K 0.01% -6 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,317 $836K 0.01% -462 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,359 $829K 0.05% -563 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,236 $823K +5,162 Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 5,227 $822K <0.01% -58 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,183 $815K 0.05% -71 13F-HR/A Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,117 $805K 0.25% +200 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 5,095 $801K 0.54% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,061 $796K <0.01% -3,442 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 5,041 $793K 0.02% +94 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $786K 0.3% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,986 $784K 0.21% +398 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,962 $780K <0.01% -15,736 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,955 $779K 0.18% -200 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,942 $777K 0.01% -10 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,937 $776K +1,092 Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,748 $747K 0.01% +229 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,823 $746K 0.03% +270 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,739 $745K 0.18% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,714 $741K +24 Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,714 $741K 0.2% 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 5,012 $739K 0.64% +1,086 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,700 $739K 0.34% 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,700 $739K 0.13% -4,200 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,660 $733K 0.17% +1,183 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,627 $728K 0.2% -390 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,612 $725K 0.01% -280 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,590 $722K 0.2% -189 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,590 $722K 0.52% +1,496 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,579 $720K 0.03% +575 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,571 $719K 0.05% +21 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,555 $716K 0.27% -250 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,550 $715K 0.02% +3,493 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,542 $714K 0.01% -469 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,542 $714K <0.01% -279,064 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,533 $713K 0.36% +45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,522 $711K 0.02% +60 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,513 $710K <0.01% +1,584 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,502 $708K 0.24% -381 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,500 $708K 0.12% +1,000 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,695 $700K 0.11% +11 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,432 $697K 0.04% +2,092 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,412 $694K 0.28% +4,404 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,400 $692K 0.09% -31 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,400 $692K 0.02% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,385 $689K 0.05% -367 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,377 $688K 0.01% -2,209 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,372 $687K 0.23% +862 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,367 $687K 0.37% -645 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,358 $685K 0.06% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,353 $684K 0.28% +245 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,343 $683K 0.05% -1,199 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,310 $678K 0 Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,350 $677K 0.11% -232 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,306 $677K 0.5% +160 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,303 $677K 0.02% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,279 $673K 0.02% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,266 $671K 0.05% -271 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,245 $667K 0.03% +1,568 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,208 $662K 0.05% -555 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,193 $659K 0.01% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,192 $659K 0.02% +58 13F-HR/A Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,159 $654K 0.06% 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,135 $650K 0.02% +51 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,132 $650K 0.12% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,082 $642K 0.01% -305 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,071 $640K 0.01% +582 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,065 $639K 0.04% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,028 $633K 0.03% -53 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,000 $629K <0.01% -1,600 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,227 $626K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,967 $624K 0.08% +32 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,967 $624K 0.01% +190 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,962 $623K 0.02% +909 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,962 $623K 0.19% +24 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,959 $622K 0.09% +1,584 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,943 $620K 0.45% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,930 $618K 0.13% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,913 $615K 0.48% +111 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,898 $613K 0.03% +1,845 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,875 $609K 0.23% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,856 $606K <0.01% -58 13F-HR Timeline Group Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 3,850 $605K 0.07% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,845 $605K 0.25% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,839 $604K 0.01% +354 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,829 $602K 0.03% -29,568 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,785 $595K 0.21% -727 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,781 $594K 0.02% -500 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,757 $591K 0.12% -55 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,747 $589K 0.03% +625 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,737 $588K 0.06% -29 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,735 $587K 0.01% -1,293 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,733 $587K 0.12% +1,096 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 3,700 $582K 0.05% -1,800 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,690 $580K 0.19% -720 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,681 $579K 0.03% -203 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,663 $576K 0.01% -112 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,654 $574K 0.05% +160 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,640 $572K 0.02% +332 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,632 $571K 0.1% +138 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,605 $567K 0.13% +530 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,599 $566K 0.01% -2 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,575 $562K 0.13% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,565 $561K 0.04% +420 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,557 $559K 0.13% +225 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,550 $558K 0.04% +13 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,536 $556K 0.02% +649 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,535 $556K 0.06% +55 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,514 $552K 0.02% +366 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,498 $550K 0.04% -776 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,486 $548K 0.16% -570 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,476 $546K 0.41% -69 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,462 $544K 0.05% +1,759 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,455 $543K 0.22% +258 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,440 $541K 0.05% -345 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,433 $540K 0.01% -375 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,411 $536K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,411 $536K 0.01% +228 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,404 $536K 0.01% +398 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,400 $535K 0.04% -623 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,398 $534K 0.03% +90 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,396 $534K 0.05% -92 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,362 $529K 0.01% -533 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,359 $528K 0.14% +10 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,350 $527K 0.12% +532 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,330 $524K 0.03% +640 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,330 $524K 0.03% +8 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,290 $523K 0.02% -60 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,317 $522K 0.03% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,305 $520K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,300 $519K 0.01% -226 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,279 $516K 0.03% -350 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,232 $508K 0.45% -6,832 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,230 $508K 0.01% new 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. 3,213 $505K 0.01% +728 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,210 $505K 0.23% -43 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,203 $504K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,200 $503K 0.01% -12 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,184 $501K 0.09% +467 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,183 $500K 0.02% -1,480 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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