Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,310 $270K 0.04% -788 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 7,312 $270K 0.01% new 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,872 $269K 0.12% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,286 $269K 0.03% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,282 $269K 0.04% -123 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,276 $268K 0.03% -858 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,275 $268K 0.14% -1,636 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,250 $268K 0.08% -48 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,262 $268K 0.05% -919 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,254 $268K 0.19% +478 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,256 $268K 0.04% -854 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 7,250 $268K 0.19% +1,484 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 7,250 $268K 0.12% -250 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,246 $267K 0.06% -18,641 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,222 $266K 0.07% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,204 $266K 0.05% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,188 $265K 0.02% +244 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,182 $265K 0.1% -22 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,171 $265K 0.05% -618 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,137 $263K 0.03% -477 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,136 $263K 0.01% +912 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,108 $262K <0.01% -217 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 7,085 $261K 0.05% -1,279 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,070 $261K 0.03% +200 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,050 $260K 0.12% +455 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,044 $260K 0.06% +487 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,009 $259K 0.08% +429 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,003 $258K 0.06% -125 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,017 $258K 0.06% +750 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,985 $258K 0.25% -67 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,966 $257K 0.02% +6,818 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,954 $257K 0.1% -977 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,948 $256K 0.2% +167 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,931 $256K 0.05% -2,218 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,928 $256K 0.04% -183 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,899 $255K 0.08% +416 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,859 $253K 0.25% -884 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,857 $253K 0.25% +367 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 6,844 $253K 0.1% -5,072 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,842 $252K 0.11% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,821 $252K 0.03% -6,748 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,816 $252K 0.05% +33 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 6,812 $251K 0.23% -834 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 6,800 $251K 0.08% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,792 $251K 0.2% new 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 6,790 $251K <0.01% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,753 $249K 0.07% -157 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,736 $249K 0.02% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,731 $248K 0.21% -242 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,727 $248K 0.16% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,727 $248K 0.02% +138 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,699 $247K 0.05% -552 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,695 $247K 0.04% +1,302 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 6,668 $246K 0.22% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,666 $246K 0.1% +580 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,646 $245K 0.07% -1,893 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,638 $245K 0.03% +750 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 6,629 $245K 0.05% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,623 $244K 0.02% +2,683 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 6,613 $244K 0.22% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,612 $244K 0.03% -152 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,600 $244K <0.01% +1,761 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. First Western Trust Bank More: the full row for First Western Trust Bank 6,575 $243K 0.01% -426 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,528 $241K 0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,519 $241K 0.04% -585 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,484 $239K 0.04% -157 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,470 $239K 0.14% -198 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,460 $238K 0.19% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,446 $238K 0.12% -200 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,444 $238K 0.06% +40 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,432 $237K 0.05% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,400 $236K 0.21% -771 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,397 $236K 0.07% -835 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,395 $236K 0.24% -2,974 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,393 $236K 0.03% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,373 $235K 0.08% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,369 $235K 0.12% new 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,355 $234K 0.08% -309 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,326 $233K 0.09% -45 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 6,320 $233K 0.1% +38 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,316 $233K 0.02% -34 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,292 $232K 0.14% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 16,582 $231K 0.02% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,263 $231K 0.05% +59 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,260 $231K 0 Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 6,259 $231K 0.22% -251 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,242 $230K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,241 $230K 0.07% -52 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,236 $230K 0.05% -11,165 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,199 $229K <0.01% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,168 $228K 0.09% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,172 $228K 0.02% +469 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,169 $228K 0.05% -1,000 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 6,146 $227K 0.03% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,145 $227K 0.05% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,142 $227K 0.05% +305 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,133 $226K 0.02% -3,977 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 6,100 $225K 0.1% -11,400 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,092 $225K 0.11% -904 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,052 $223K 0.02% -139 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,577 $223K 0.1% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,039 $223K 0.02% -2,919 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,036 $223K 0.13% -5,454 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,029 $222K 0.09% -976 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,991 $221K 0.03% -5,899 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,989 $221K 0.02% -482 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,984 $221K 0.03% +1 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,978 $221K 0.14% -24 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,970 $220K 0.19% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,969 $220K 0.18% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,961 $220K 0.15% -5 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,937 $219K 0.03% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,918 $218K 0.11% -2,870 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,917 $218K 0.08% -435 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,903 $218K 0.14% +435 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6,318 $218K 0.05% +5,337 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 5,900 $218K 0.08% -490 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,900 $218K 0.09% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,892 $217K 0.07% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,886 $217K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,875 $217K 0.03% +52 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,868 $217K 0.15% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,868 $217K 0.05% -2,029 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,276 $216K 0.03% +373 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,848 $216K 0.02% -1,300 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,825 $215K 0.06% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,819 $215K <0.01% -10,073 13F-HR Timeline Group US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 5,817 $215K 0.06% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,301 $214K 0.03% -42 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,804 $214K <0.01% -1,897 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,798 $214K 0.14% -61 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,785 $213K 0.04% -741 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 5,751 $212K 0.14% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,744 $212K 0.02% -2,489 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,787 $212K 0.03% -469 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 5,741 $212K 0.04% +23 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,775 $211K 0.01% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,729 $211K 0.05% -12 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,718 $211K 0.03% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,718 $211K 0.02% -600 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,707 $211K 0.07% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,705 $211K 0.13% -315 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,702 $210K 0.02% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,693 $210K 0.02% -89 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,671 $209K 0.01% +2,267 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,657 $209K 0.04% -774 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,654 $209K 0.19% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,642 $208K 0.02% -141 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,633 $208K 0.21% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 5,626 $208K 0.06% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,598 $207K 0.04% -2,167 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,180 $206K 0.11% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,492 $206K 0.04% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,586 $206K 0.05% +18 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,577 $206K 0.14% -469 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,565 $205K 0.04% -1,633 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 5,561 $205K 0.15% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,553 $205K 0.03% +863 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,550 $205K 0.05% -279 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,543 $205K 0.09% -1,507 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 5,534 $204K 0.04% -710 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,530 $204K 0.04% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,513 $203K 0.02% -325 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5,509 $203K 0.4% +857 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,509 $203K 0.06% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,498 $203K 0.01% -371 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,888 $203K 0.02% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,488 $203K 0.13% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,477 $202K 0.04% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,470 $202K 0.2% -2,220 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,465 $202K 0.08% -148 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,463 $202K 0.16% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,456 $201K 0.05% -448 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,428 $200K 0.03% -551 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,336 $197K 0.01% -1,460 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 187,002 $193K 0.03% +120,325 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,200 $192K 0.04% -4,954 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,160 $190K 0.05% -665 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,128 $189K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,059 $187K 0.01% +396 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,026 $185K 0.08% -305 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,008 $185K <0.01% -915 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,985 $184K 0.04% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,962 $183K 0.11% +282 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,806 $177K 0.04% +462 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,727 $174K 0.02% +6 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,686 $173K 0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,536 $167K 0.08% -700 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 4,520 $167K 0.06% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,380 $162K 0.04% 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,377 $162K 0.03% +6 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 4,352 $161K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,307 $159K 0.01% -627 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,279 $158K 0.02% -1,774 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,252 $157K 0.04% +746 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,207 $155K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,137 $153K <0.01% -286 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,102 $151K 0.08% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,044 $149K 0.01% -5,131 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,016 $148K 0.02% -3,215 13F-HR Timeline