Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,680 $279K 0.06% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,663 $278K 0.26% -239 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,662 $278K 0.01% 0 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,644 $277K 0.19% +15 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,633 $277K 0.23% +1,284 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,620 $276K 0.03% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,673 $275K 0.03% +193 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,612 $275K 0.18% +69 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,575 $273K 0.02% -400 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,573 $273K 0.02% -300 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,377 $272K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,550 $272K 0.11% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,545 $271K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,517 $270K 0.02% +4,433 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,501 $269K <0.01% -2,997 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,467 $267K 0.01% +1,223 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,463 $266K 0.08% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,458 $266K 0.01% -280 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,455 $266K 0.01% -138 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,423 $264K 0.04% +234 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,413 $263K 0.01% +672 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,403 $263K 0.07% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,401 $263K 0.02% -846 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 4,400 $262K 0.46% new 13F-HR/A Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,380 $261K 0.05% -206 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,359 $260K 0.02% -153 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,350 $260K 0.02% -213 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,343 $259K 0.03% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,341 $259K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,339 $259K 0.01% +111 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,337 $259K 0.09% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,328 $258K 0.01% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,322 $258K 0.33% +13 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,312 $257K 0.01% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,310 $257K 0.01% +358 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,310 $257K 0.06% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,297 $257K 0.01% -3,272 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,303 $257K 0.11% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,289 $256K 0.01% -966 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,284 $256K 0.04% +1 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,278 $255K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,268 $255K 0.02% -85 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,264 $255K 0.01% -725 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,259 $254K <0.01% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,466 $254K 0.04% -143 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,219 $252K 0.11% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,192 $250K 0.04% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,188 $250K 0.05% -175 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,167 $249K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,163 $249K 0.01% -2,559 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,147 $248K 0.13% -1,580 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,146 $248K 0.07% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,112 $245K 0.03% +69 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,090 $244K 0.04% +181 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,086 $244K 0.07% +1,143 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,078 $243K 0.01% +13 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,065 $243K 0.02% +14 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,067 $243K 0.12% +50 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,058 $242K 0.01% +1,323 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,051 $242K 0.06% +490 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,047 $242K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,046 $242K 0.03% -143 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,043 $241K <0.01% -863 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,043 $241K <0.01% +797 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,031 $241K <0.01% -200 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,023 $240K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,015 $240K 0.01% -958 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,014 $240K 0.05% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,013 $240K 0.04% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $239K <0.01% 0 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,000 $239K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,990 $238K 0.01% -67 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,977 $237K 0.02% +130 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,977 $237K 0.02% -37 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,966 $237K 0.03% -78 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,937 $236K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,951 $236K 0.01% -157 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,947 $236K 0.04% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,946 $236K 0.05% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,936 $235K 0.01% -2,642 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,934 $235K 0.08% +759 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,914 $234K 0.01% +527 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,874 $231K 0.02% -131 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,965 $230K 0.01% -348 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,855 $230K 0.01% +103 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,806 $227K 0.03% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,806 $227K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,803 $227K 0.01% -4 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,803 $227K 0.01% +540 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,793 $226K 0.03% +2,065 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $226K <0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,781 $226K 0.01% -250 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 4,004 $225K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,769 $225K 0.16% -272,084 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,760 $224K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,758 $224K 0.03% +152 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,750 $224K 0.02% -247 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,749 $224K 0.04% -64 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,740 $223K 0.09% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,737 $223K 0.02% -118 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,726 $222K 0.09% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,714 $222K 0.01% -194 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,694 $221K <0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,682 $220K 0.12% new 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,674 $219K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,667 $219K 0.04% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,664 $219K 0.07% -1,000 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,794 $218K 0.14% +222 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,634 $217K 0.05% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,632 $217K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,630 $217K 0.02% -120 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,624 $216K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,611 $216K 0.07% +504 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,608 $215K 0.05% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,605 $215K 0.09% -1,239 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,608 $215K <0.01% -3 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,600 $215K 0.02% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,592 $214K 0.06% -492 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,587 $214K 0.08% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,570 $213K 0.03% -428 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,540 $211K 0.03% +36 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,535 $211K 0.03% -447 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,512 $210K 0.03% +259 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,471 $207K 0.02% -133 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,456 $206K 0.1% -81 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,450 $206K 0.11% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,433 $205K 0.08% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,427 $205K 0.03% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,427 $205K 0.02% +480 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,417 $204K <0.01% +328 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,406 $203K 0.05% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,400 $203K 0.03% -1,099 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,392 $203K 0.01% -296 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,365 $201K 0.05% +100 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,358 $200K 0.05% -316 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,325 $199K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,268 $195K 0.07% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,197 $191K <0.01% -606 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,091 $185K 0.09% +1,239 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,096 $185K 0.06% -57 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,063 $183K 0.05% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,035 $181K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,032 $181K 0.02% -1,822 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,933 $175K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,922 $174K 0.07% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,912 $174K 0.07% -850 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,881 $172K 0.02% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,759 $165K 0.05% +20 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,708 $162K 0.05% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,688 $160K 0.08% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,675 $160K 0.11% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,671 $159K 0.09% +35 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,581 $154K 0.08% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,569 $153K 0.03% +814 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,576 $153K 0.03% +270 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,399 $143K 0.02% +68 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,397 $143K 0.01% -178 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,380 $142K 0.03% +2,299 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,304 $138K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,300 $137K 0.01% +75 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,297 $137K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,281 $136K 0.09% +77 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,240 $134K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,232 $133K 0.09% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,225 $133K 0.12% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 2,184 $130K 0.06% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,176 $130K 0.02% +126 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,166 $129K 0.01% -6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,169 $129K 0.1% +85 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,137 $128K 0.06% +7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,134 $127K 0.01% -124 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,050 $122K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,050 $122K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,004 $120K <0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,005 $120K 0.02% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 2,000 $118K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,962 $117K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,960 $117K 0.03% -80 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,943 $116K 0.08% -503 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,916 $114K <0.01% -831 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,916 $114K 0.05% -70 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,905 $114K 0.01% +227 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,887 $113K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,870 $112K 0.02% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,857 $111K <0.01% +230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,500 $110K 0.04% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,827 $109K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,790 $107K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,788 $107K 0.01% -54 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,771 $106K 0.04% +13 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,769 $106K 0.02% new 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 1,754 $105K 0.04% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,700 $101K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,667 $99.5K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,570 $93.8K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,557 $92.9K 0.03% +3 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,540 $91.9K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,536 $91.7K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,533 $91.1K 0.03% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,500 $89.5K 0.02% 0 13F-HR Timeline