Grove Bank & Trust More: the full row for Grove Bank & Trust 20 $4.91K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20 $4.91K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $4.91K <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $4.91K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19 $4.66K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $4.42K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 16 $3.92K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $3.92K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $3.68K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15 $3.59K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $2.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $2.45K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10 $2.45K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $2.45K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $2.45K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9 $2.21K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $2.21K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $2.09K <0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11 $2K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.96K <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $1.96K <0.01% +2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.74K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $1.72K <0.01% -49 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.72K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.72K <0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6 $1.47K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $1.47K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6 $1.47K <0.01% new 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6 $1.47K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6 $1.47K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $1.47K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $1.47K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $1.25K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5 $1.23K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $1.23K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.23K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5 $1.23K <0.01% -2,608 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $1.21K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $981 <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4 $981 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $981 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $736 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $736 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $736 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $736 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $736 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $736 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $736 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $491 <0.01% -17 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $491 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $491 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $491 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2 $491 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2 $491 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1 $302 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1 $246 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $246 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $246 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1 $245 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $245 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $241 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $130 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 0 $18 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 61,890 $15.2K -1,309 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 84 $62 -9 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.