Monument Capital Management More: the full row for Monument Capital Management 2,672 $291K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,671 $291K 0.01% +25 13F-HR Timeline Group First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 2,662 $290K 0.02% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,657 $290K 0.22% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,657 $290K 0.05% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,651 $289K 0.01% +32 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,628 $286K 0.1% +130 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,611 $284K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,608 $284K 0.02% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,608 $284K 0.01% -289 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,611 $284K <0.01% new 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,602 $284K 0.03% -2,733 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,586 $282K <0.01% +352 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,575 $281K 0.06% +175 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,575 $281K 0.05% +175 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,568 $280K 0.14% +13 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,565 $279K 0.02% -3,348 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,556 $279K 0.05% +5 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,554 $278K 0.06% -14 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,550 $278K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,547 $278K 0.04% +42 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,547 $277K 0.18% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,541 $277K 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,540 $277K 0.05% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,537 $276K 0.01% +75 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,533 $276K 0.02% -241 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,541 $276K 0.01% -192 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,528 $275K 0.03% -2 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,507 $273K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,496 $272K 0.01% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,487 $271K 0.04% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,481 $270K 0.01% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,530 $270K 0.18% +176 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. 2,469 $269K 0.01% -115 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,468 $269K 0.01% +361 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,464 $268K 0.08% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,463 $268K 0.02% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,940 $268K 0.04% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,457 $268K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,448 $267K 0.01% -17 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,443 $266K 0.14% +4 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,441 $266K 0.04% +14 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,435 $265K 0.2% -10 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,425 $264K 0.2% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,422 $264K 0.02% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,422 $264K 0.23% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,418 $263K 0.03% -519 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,417 $263K 0.05% -200 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,410 $263K 0.04% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,400 $262K 0.03% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,400 $262K 0.06% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,398 $261K 0.13% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,398 $261K 0.14% -101 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,423 $259K 0.09% -268 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,369 $258K <0.01% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 2,365 $258K 0.06% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,360 $257K 0.04% -732 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,340 $255K 0.05% new 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,330 $254K 0.08% -50 13F-HR Timeline City State Bank More: the full row for City State Bank 2,317 $252K 0.07% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,310 $252K <0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,304 $251K 0.01% +12 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,298 $250K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,292 $250K <0.01% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,291 $250K 0.11% -293 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,278 $248K 0.04% -129 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,272 $248K 0.1% +6 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,260 $246K 0.03% -467 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,260 $246K 0.03% 0 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,255 $246K 0.04% +16 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,245 $245K 0.05% +39 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,245 $245K +69 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,242 $244K 0.03% +17 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,242 $244K 0.01% +37 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,230 $243K 0.13% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,228 $243K 0.18% +20 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,224 $242K 0.1% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,215 $241K 0.05% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,205 $240K <0.01% new 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 2,200 $240K 0.1% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,200 $240K 0.14% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,175 $237K 0.03% new 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 2,170 $236K 0.08% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,166 $236K 0.2% -584 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,150 $234K 0.05% -200 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,150 $234K 0.17% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,146 $234K 0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,139 $233K 0.16% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,134 $232K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,132 $232K 0.04% -180 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,125 $232K 0.11% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,129 $232K 0.02% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,125 $232K 0.15% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,119 $231K 0.02% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,116 $231K 0.02% new 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,162 $231K 0.03% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,105 $229K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,104 $229K 0.08% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,100 $229K 0.04% -816 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,100 $229K 0.12% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,099 $229K 0.01% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,098 $229K 0.11% new 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,074 $226K 0.1% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,070 $226K 0.15% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,068 $225K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,059 $224K 0.14% +76 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,055 $224K 0.02% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,053 $224K 0.03% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,051 $223K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,049 $223K 0.04% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,048 $223K <0.01% new 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,047 $223K 0.02% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,044 $223K 0.03% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,037 $222K 0.07% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,028 $221K 0.04% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,019 $220K 0.04% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,019 $220K 0.01% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,010 $219K 0.08% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,010 $219K <0.01% -461 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,005 $218K 0.03% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,004 $218K 0.08% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,001 $218K 0.03% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,000 $218K 0.02% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,000 $218K 0.03% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,000 $218K 0.06% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,000 $218K 0.19% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 2,000 $218K 0.04% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,000 $218K 0.09% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,995 $217K 0.14% new 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,987 $217K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,987 $216K 0.02% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,000 $216K 0.09% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,035 $216K 0.02% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,964 $214K 0.12% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,959 $213K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,959 $213K 0.05% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,965 $213K <0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,948 $212K 0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,941 $211K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,940 $211K <0.01% +169 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,936 $211K 0.12% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,932 $211K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,930 $210K 0.12% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,928 $210K 0.03% -376 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,923 $210K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,919 $209K 0.05% +7 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,920 $209K 0.09% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,918 $209K 0.05% new 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,914 $209K 0.13% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,914 $209K 0.08% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,911 $208K 0.04% -550 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,883 $208K 0.03% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,902 $207K 0.03% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,895 $206K 0.07% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,894 $206K 0.04% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,888 $206K 0.05% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,887 $206K 0.08% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,886 $205K 0.09% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,884 $205K 0.01% -1,451 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,883 $205K 0.02% new 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,886 $205K 0.07% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,878 $205K 0.05% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,875 $204K 0.04% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,873 $204K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,873 $204K 0.02% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,869 $204K 0.06% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,867 $203K <0.01% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,857 $202K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,829 $202K 0.03% +669 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,834 $200K 0.04% -13 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,823 $199K <0.01% -2,138 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,807 $197K 0.02% +200 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,797 $196K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,794 $195K 0.03% +64 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,745 $190K 0.02% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,736 $189K 0.12% -299 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,786 $189K 0.13% -648 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,716 $187K 0.02% +5 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,700 $185K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,682 $183K 0.01% +31 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,678 $183K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,662 $181K 0.04% -267 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,641 $179K 0.04% +610 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,640 $179K 0.05% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,628 $177K 0.1% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,600 $174K 0.09% -200 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,464 $160K 0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,448 $158K 0.08% +1,363 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,429 $156K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,428 $156K 0.07% -349 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,408 $153K 0.04% -55 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,373 $150K 0.01% +485 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,350 $147K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,313 $143K 0.03% +24 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,313 $143K 0.01% +914 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,310 $143K 0.06% -83 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,309 $143K 0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,199 $131K 0.01% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,152 $126K <0.01% new 13F-HR/A Timeline Group TOBAM More: the full row for TOBAM 1,098 $120K 0.04% -966 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.