YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 13,324 $1.25M 0.1% -265 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,253 $1.24M 0.12% +1,210 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 13,216 $1.24M 0.27% -1,616 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 13,215 $1.24M 0.07% -1,936 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,195 $1.24M 0.02% +8,967 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,189 $1.24M 0.05% +8,014 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,281 $1.23M 0.12% -19 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,140 $1.23M 0.15% -5,886 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,092 $1.23M 0.07% +330 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,007 $1.22M 0.11% +485 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,001 $1.22M 0.22% +681 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,950 $1.21M 0.01% -4,319 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,921 $1.21M 0.12% +387 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 12,875 $1.21M 0.56% +12 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,890 $1.2M 0.04% +500 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12,804 $1.2M 0.47% -488 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,780 $1.2M 0.31% -1 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,651 $1.19M 0.02% +429 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 12,597 $1.18M 0.81% -250 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 12,576 $1.18M 0.23% -24,718 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 12,540 $1.17M 0.15% 0 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 12,533 $1.17M 0.64% +574 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,495 $1.17M 0.09% -3,175 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 12,468 $1.17M 0.16% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,403 $1.16M 0.07% -1,548 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,377 $1.16M 0.04% -126 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,366 $1.16M 0.02% -795 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,317 $1.15M 0.97% -689 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12,305 $1.15M 0.15% +8,382 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 12,254 $1.15M 1.01% +158 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,249 $1.15M 0.25% -500 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,241 $1.15M 0.08% -19,710 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 12,206 $1.14M 0.93% -24 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,138 $1.14M 0.1% -976 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,132 $1.14M 0.22% -79 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,112 $1.13M 0.03% +474 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,147 $1.13M 0.31% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,070 $1.13M 0.01% +933 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 12,021 $1.13M 0.12% +69 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12,000 $1.12M 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,988 $1.12M 0.1% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,981 $1.12M <0.01% -261,147 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 11,961 $1.12M 0.06% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,928 $1.12M 0.1% -9 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 11,906 $1.12M 0.01% -325 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,797 $1.11M 0.08% +1,468 13F-HR/A Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,775 $1.1M 0.09% -355 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,769 $1.1M 0.03% +2,282 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,755 $1.1M 0.22% -162 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,712 $1.1M 0.03% -139 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,576 $1.07M 0.02% -20,191 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,459 $1.07M 0.15% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,452 $1.07M 0.27% -450 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,447 $1.07M 0.06% +3,798 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,417 $1.07M 0.15% -1,555 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 11,382 $1.07M 0.22% +10 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,374 $1.07M 0.08% -2,416 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11,275 $1.06M 0.97% +922 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,181 $1.05M 0.09% +2,889 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,173 $1.05M 0.03% +593 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 11,131 $1.04M 0.15% -290 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,131 $1.04M 0.03% +2 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,121 $1.04M 0.14% -245 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,117 $1.04M 0.06% +4,045 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 11,116 $1.04M 0.1% +1,158 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,103 $1.04M 0.32% +197 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,093 $1.04M 0.05% -4,139 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 11,010 $1.03M 0.56% -300 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,966 $1.03M 0.57% +2,246 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,921 $1.02M 0.38% -500 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,856 $1.02M 0.04% +1,342 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,855 $1.02M 0.1% -18 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,844 $1.02M 0.41% +1 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,837 $1.02M 0.49% +1,326 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,813 $1.01M 0.06% +61 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,801 $1.01M 0.03% +223 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 10,718 $1M 0.1% -900 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 10,702 $1M 1.09% -160 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 10,651 $997K 0.02% +8,515 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,596 $993K 0.13% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,573 $991K 0.12% +37 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,540 $988K 0.08% +2,650 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,523 $986K 0.19% +1,562 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,521 $986K 0.49% +2,058 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,541 $985K 0.08% -5,414 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,447 $984K 0.26% +451 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,478 $982K 0.09% -267 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,452 $979K 0.26% +1,451 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 10,417 $976K 0.43% -19 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 10,400 $974K 0.24% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,372 $974K 0.33% +7,463 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,356 $970K 0.01% -48 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,347 $970K 0.04% +1,549 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,300 $965K 0.87% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,279 $963K 0.02% -4,388 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 10,218 $958K <0.01% +5,204 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,201 $956K 0.1% +4,460 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,191 $955K 0.39% +1,900 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 10,166 $953K 0.36% -1,425 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,156 $952K 0.05% +5,737 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,109 $947K 0.05% -605 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,235 $945K -478 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,084 $944K 0.05% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,074 $944K 0.07% -362 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,052 $942K 0.3% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,023 $939K 0.21% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,994 $936K 0.14% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,989 $936K 0.01% +1,356 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 9,626 $922K 0.19% -61 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,797 $918K 0.07% -302 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,782 $917K 0.04% -2,171 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,782 $915K 0.41% +33 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 9,683 $907K 0.16% -1,325 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 9,650 $904K 0.05% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,610 $900K 0.36% -316 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,602 $900K 0.02% -388 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,518 $892K 0.22% +5,064 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,471 $887K 0.02% +19 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,463 $887K 0.07% +418 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 9,450 $885K 0.69% 0 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,426 $883K 0.02% +564 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,399 $881K 0.12% +2,071 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,373 $878K 0.17% +5,231 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,318 $873K 0.15% +3,600 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,313 $873K 0.13% -4,145 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,275 $869K 0.07% -988 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,268 $868K 0.1% -144 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,246 $866K 0.04% -78 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,234 $865K 0.39% -130 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,215 $863K 0.02% -419 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,189 $861K 0.02% -136 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,179 $860K 0.09% +939 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 9,144 $857K 0.33% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,125 $855K 0.17% +12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,109 $854K 0.01% +919 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,104 $853K 0.02% +4,199 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,905 $851K 0.42% +3,586 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 9,058 $849K 1.04% +52 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,048 $848K 0.4% -85 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 9,042 $847K 0.28% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,035 $847K 0.06% +110 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,972 $843K 0.04% -3,419 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,995 $843K 0.02% -9 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,992 $843K 0.08% +2,596 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,991 $842K 0.02% -16 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,226 $838K 0.03% +2,474 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,943 $838K 0.02% -292 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,940 $838K 0.05% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,925 $836K 0.15% +2 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,919 $836K 0.15% -40 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,910 $835K 0.44% -20 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,880 $832K 0.28% new 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,875 $832K 0.25% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,855 $830K 0.39% -92 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 8,835 $828K 0.15% +131 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 8,785 $823K 0.03% -312 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 8,754 $820K 0.29% -98 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,732 $818K 0.23% +2,726 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,698 $815K 0.28% +84 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,694 $815K 0.04% +1,187 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,600 $806K 0.22% 0 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 8,598 $806K 0.71% -14,692 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,594 $805K 0.31% +25 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,581 $804K 0.08% -280 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 8,566 $803K 0.04% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,561 $802K 0.08% -2,834 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 8,532 $799K 0.38% +793 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 8,525 $799K 0.04% -175 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 8,503 $797K 0.03% -75 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,409 $788K 0.03% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,400 $787K 0.05% -600 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,399 $787K 0.03% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,476 $787K 0.05% -240 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,373 $785K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,368 $784K 0.01% -3,312 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,364 $784K 0.43% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,355 $783K 0.38% -250 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,350 $782K 0.13% +784 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,288 $777K 0.39% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,279 $776K 0.12% -530 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,211 $769K 0.11% -1,865 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,206 $769K 0.02% +5,973 13F-HR/A Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 8,200 $768K 0.1% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,197 $768K 0.16% -171 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 8,171 $766K 0.31% +1,777 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,160 $765K 0.55% +45 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,163 $765K 0.05% -328 13F-HR Timeline HTG Investment Advisors, Inc. 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