Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,595 $696K 0.03% +16 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 7,593 $696K 0.14% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,592 $696K 0.23% -765 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,576 $695K 0.09% +1,709 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,567 $694K 0.06% +349 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 7,523 $690K 0.11% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,509 $688K 0.19% +68 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,462 $684K 0.09% -123 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 7,455 $683K 0.01% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,441 $682K 0.01% new 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 7,440 $682K 0.03% +12 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,421 $680K 0.22% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 7,387 $677K 0.31% -50 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,382 $677K 0.06% -350 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,375 $676K 0.29% -258 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,363 $675K 0.03% -29,441 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 7,354 $674K 0.15% +3 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,288 $668K 0.03% +4,053 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 7,263 $666K 0.12% -8,370 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,262 $666K 0.03% +238 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,249 $665K 0.15% +100 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,214 $661K 0.06% -638 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,214 $661K 0.01% +1,605 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,200 $660K 0.16% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,175 $658K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,135 $654K 0.07% -100 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,118 $653K 0.02% -16,452 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,111 $652K 0.09% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,104 $651K 0.16% -727 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,100 $651K 0.12% -5 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 7,066 $648K 0.26% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,885 $647K 0.04% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,053 $647K 0.04% -800 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,053 $647K 0.06% +5 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,034 $645K 0.06% +122 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,010 $643K 0.35% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,998 $642K 0.05% +30 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,997 $641K 0.06% +2,502 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 6,994 $641K <0.01% -20,816 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,992 $641K 0.05% -48 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,980 $640K 0.04% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,875 $636K 0.03% +170 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,931 $635K 0.08% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,918 $634K 0.09% -850 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 6,915 $634K 0.13% +1,820 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,854 $628K 0.03% +554 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,853 $628K 0.02% -25 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,838 $627K 0.03% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,825 $626K 0.26% -173 13F-HR Timeline ANB BANK More: the full row for ANB BANK 6,825 $626K 0.23% -375 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,750 $619K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,744 $618K 0.1% -540 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,724 $616K 0.36% +396 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,607 $616K 0.02% -5,811 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,706 $615K 0.07% -178 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 6,697 $614K 0.37% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,688 $613K 0.02% +189 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,640 $609K 0.2% +85 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,534 $608K 0.07% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,630 $608K 0.02% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,619 $607K 0.06% -1,190 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,594 $605K 0.05% -145 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,588 $604K 0.02% +727 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,568 $602K 0.04% -3,000 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,559 $601K 0.03% -356 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,547 $600K <0.01% +133 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,522 $598K 0.02% +346 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,509 $597K 0.01% -293 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,503 $596K 0.01% -150 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 6,496 $596K 0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,493 $595K 0.07% +8 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,484 $594K 0.02% -3,000 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,464 $593K 0.04% -25 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,460 $592K 0.03% +432 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,442 $591K 0.05% -32 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,416 $588K 0.13% +819 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,406 $587K <0.01% -2,057 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 6,400 $587K 0.25% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,342 $581K 0.02% +24 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,310 $578K 0.13% +619 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,284 $576K 0.06% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,280 $576K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,277 $575K 0.22% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,268 $575K 0.03% -167 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,240 $572K 0.02% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,231 $571K 0.09% +20 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,228 $571K 0.01% +388 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,214 $570K 0.03% +3,226 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,201 $569K 0.03% +465 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,189 $567K 0.31% -99 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,175 $566K 0.01% -120 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,164 $565K 0.01% -510 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,123 $561K 0.02% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,111 $560K 0.31% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,071 $557K 0.1% +2,737 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,052 $555K 0.05% +75 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,051 $555K <0.01% +236 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,046 $554K 0.02% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 6,038 $554K 0.13% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,023 $552K 0.02% +2 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,007 $551K 0.33% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $550K 0.06% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,000 $550K 0.05% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,997 $549K 0.14% -32 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,951 $546K 0.04% 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,950 $545K 0.03% -78 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,947 $545K 0.01% -300 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,929 $544K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leisure Capital Management More: the full row for Leisure Capital Management 5,899 $541K 0.17% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,875 $539K 0.05% +78 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,866 $538K 0.03% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,865 $538K 0.09% -65 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,850 $536K 0.11% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,834 $535K 0.06% +224 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,824 $534K 0.28% -118 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,800 $532K 0.38% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,763 $528K 0.01% +28 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,761 $528K 0.01% -1,725 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,752 $527K 0.03% +244 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 5,750 $527K 0.08% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,740 $526K 0.05% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,737 $526K 0.09% -1,759 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,725 $525K 0.16% -1,725 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,723 $525K 0.19% -310 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,711 $524K 0.02% -14,213 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,693 $522K 0.29% -907 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,674 $520K 0.08% -1,356 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,668 $520K 0.09% +161 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,664 $519K 0.04% -185 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,629 $516K 0.13% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,625 $516K 0.33% -133 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,618 $515K 0.02% +216 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,603 $514K 0.06% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,600 $513K 0.01% 0 13F-HR Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 5,600 $513K 0.3% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,592 $513K 0.16% +15 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,591 $513K 0.05% -100 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,572 $511K 0.06% +2,154 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,563 $510K 0.05% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,462 $508K 0.03% +149 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,528 $507K 0.03% -36 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,527 $507K 0.01% -1,866 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,524 $506K 0.19% -700 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 5,510 $505K 0.04% +200 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,501 $504K 0.2% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,500 $504K 0.21% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,500 $504K 0.14% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,497 $504K 0.09% +906 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,463 $501K 0.1% +99 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,455 $500K 0.14% +1,422 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,433 $498K <0.01% +151 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,432 $498K 0.18% +30 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,420 $497K 0.25% +3,050 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 5,400 $495K 0.13% -1,098 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,397 $495K 0.08% -3,849 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,369 $492K 0.13% +324 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,334 $489K 0.2% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,325 $488K 0.07% -294 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,310 $487K 0.03% -1,270 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,254 $482K <0.01% +85 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,225 $479K 0.02% -179 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,221 $479K 0.13% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,220 $479K <0.01% -631 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,210 $478K 0.15% +1,342 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,201 $477K 0.01% -97 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,165 $474K 0.02% -494 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,161 $473K 0.06% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,144 $472K 0.07% +576 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,132 $471K 0.12% -326 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,128 $470K 0.17% +577 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,114 $469K <0.01% -890 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,113 $469K 0.06% +514 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,081 $466K 0.06% +131 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,080 $466K 0.06% -1,861 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,069 $465K 0.02% -344 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,070 $465K 0.05% -20 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,048 $463K <0.01% +786 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,047 $463K 0.02% +1,165 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,029 $461K 0.05% -9,432 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,015 $460K 0.01% +2,046 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 5,000 $458K 0.02% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,985 $457K 0.02% +334 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,985 $457K 0.05% +192 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,971 $456K 0.16% +128 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,953 $454K 0.03% -334 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,949 $454K 0.03% -80 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,949 $454K 0.02% -1,393 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,936 $453K 0 Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,920 $451K 0.05% -200 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,906 $450K 0.01% +17 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,860 $446K 0.02% -616 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,853 $445K 0.07% +2,006 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,842 $444K 0.02% -1 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,830 $443K 0.08% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,814 $441K 0.01% +710 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,815 $441K 0.04% -2,683 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,805 $441K 0.17% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,800 $440K 0.09% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,800 $440K 0.13% -246 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,800 $440K 0.25% 0 13F-HR Timeline