Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,618 $264K 0.03% -174 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,610 $264K <0.01% -890 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,608 $264K 0.02% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,603 $263K 0.04% +41 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,597 $263K 0.04% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,577 $262K 0.23% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,571 $262K 0.02% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,566 $262K 0.11% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,529 $260K <0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,522 $260K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,512 $259K 0.08% -67 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,510 $259K 0.04% +59 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,509 $259K 0.01% -844 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 5,499 $258K 0.03% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,445 $256K 0.02% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,438 $256K 0.03% -1,730 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,365 $254K 0.15% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,391 $253K 0.11% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,388 $253K 0.01% +287 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 5,359 $252K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,351 $251K 0.02% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,345 $251K 0.03% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 5,315 $250K 0.06% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,415 $250K 0.02% -16,736 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,300 $249K 0.05% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,273 $248K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,270 $248K 0.03% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 5,265 $247K 0.03% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,259 $247K 0.05% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,257 $247K 0.04% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 5,216 $247K 0.09% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,239 $246K 0.12% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,235 $246K 0.01% -1,600 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,232 $246K 0.19% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,228 $246K 0.05% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,314 $245K 0.01% -252 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,220 $245K 0.17% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,207 $245K 0.07% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,184 $244K 0.13% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,181 $244K 0.06% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,179 $243K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,149 $242K <0.01% new 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,131 $241K <0.01% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,127 $241K 0.04% -4,200 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,127 $241K 0.13% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,120 $241K 0.11% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,112 $240K 0.01% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,086 $239K 0.02% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,085 $239K 0.04% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,062 $238K 0.11% -7 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,062 $238K 0.03% new 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 5,100 $236K 0.12% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,018 $236K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,136 $236K 0.02% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,017 $236K 0.04% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,006 $235K 0.12% 0 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,001 $235K 0.01% new 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,000 $235K 0.15% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,000 $235K 0.03% 0 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 5,000 $235K 0.19% new 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 5,000 $235K 0.17% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,988 $234K 0.01% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,920 $234K 0.01% -3,062 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,976 $234K 0.09% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,974 $234K 0.02% 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 4,966 $233K 0.19% -23,400 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,966 $233K 0.1% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,956 $233K 0.01% new 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,934 $232K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,931 $232K 0.07% +4,584 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,931 $232K 0.07% +134 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,881 $229K 0.12% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,125 $229K <0.01% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,854 $228K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,853 $228K 0.13% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,851 $228K <0.01% new 13F-HR Timeline Group SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 4,800 $226K 0.14% new 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,794 $225K 0.04% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,792 $225K 0.03% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,791 $225K 0.08% -2,437 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,781 $225K 0.02% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,778 $225K 0.02% +39 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,775 $224K 0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,760 $224K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,732 $222K 0.02% +459 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 4,722 $222K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,722 $222K 0.04% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,702 $221K 0.09% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,700 $221K 0.01% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,002 $221K 0.01% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,683 $220K 0.04% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 4,678 $220K 0.06% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,668 $219K 0.16% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,625 $217K <0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,623 $217K 0.05% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,694 $217K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,602 $216K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,601 $216K 0.07% -1,454 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,598 $216K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,564 $214K 0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,560 $214K 0.02% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 4,556 $214K 0.03% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,620 $213K 0.03% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,538 $213K 0.04% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,500 $212K 0.04% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,488 $211K 0.02% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,487 $211K 0.07% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,470 $210K 0.05% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,465 $210K <0.01% new 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,459 $209K 0.05% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,446 $209K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,440 $209K <0.01% new 13F-HR/A Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 4,434 $208K 0.11% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,393 $206K 0.01% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,376 $206K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,366 $205K 0.03% -4,889 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,363 $205K 0.1% +36 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,348 $204K 0.02% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,337 $204K 0.08% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,322 $203K 0.06% -441 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,321 $203K 0.1% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 4,391 $202K 0.13% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,286 $201K 0.09% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,273 $201K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,239 $201K 0.12% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,263 $200K 0.05% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,260 $200K 0.02% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,258 $200K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,253 $200K 0.05% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,188 $197K 0.02% -95 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,149 $195K 0.01% -669 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,144 $195K +87 Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,103 $193K <0.01% +1 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,068 $191K 0.02% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,000 $188K 0.64% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,942 $185K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,941 $185K 0.03% -406 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,927 $185K 0.01% -6 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3,923 $184K 0.13% +7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,811 $179K 0.02% +305 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,783 $178K 0.02% +693 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,724 $175K 0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,703 $174K 0.03% -1,234 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,709 $171K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,623 $170K <0.01% -3,067 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 3,566 $167K 0.04% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,499 $164K 0.05% +3,062 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,443 $162K 0.04% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,382 $158K 0.03% +595 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,352 $158K 0.03% +273 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,307 $155K 0.02% -2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,278 $154K 0.01% +991 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 3,250 $153K 0.13% +34 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,100 $146K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,010 $141K 0.08% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $140K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,898 $136K 0.03% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,892 $136K 0.01% +154 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,880 $135K 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,879 $135K 0.01% -1,009 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,878 $135K 0.03% +20 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,861 $134K 0.09% -329 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,857 $133K 0.09% +31 13F-HR/A Timeline STEPH & CO More: the full row for STEPH & CO 2,792 $131K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,786 $131K 0.08% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,760 $130K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,648 $124K 0.08% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,639 $124K 0 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,635 $124K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,621 $123K 0.01% -150 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,548 $120K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,533 $119K 0.05% -192 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,482 $117K 0.01% -416 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,471 $116K 0.03% -5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,456 $115K 0.01% 0 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,450 $115K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,419 $114K 0.02% +250 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,415 $114K 0.06% -299 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,397 $113K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,287 $107K 0.01% -359 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,259 $106K 0.01% +550 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,229 $105K 0.01% -64,324 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,183 $103K 0.01% -1,238 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,085 $98K 0.01% -555 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,075 $97.5K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,034 $95.6K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,027 $95.3K 0.02% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,009 $94.4K 0.05% +846 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,002 $94.1K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,942 $91K <0.01% -710 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,494 $90K 0.02% +5,595 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,863 $87.6K 0.03% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,835 $86K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,822 $85.6K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,819 $85.5K 0.01% +21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,818 $85.5K 0.04% +10 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,773 $83K 0.01% -100 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,765 $83K 0.03% +50 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,719 $80.8K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,704 $80K <0.01% 0 13F-HR Timeline