SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,460 $2.33M 0.5% +11 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,456 $2.32M 1.14% -18 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,451 $2.32M 0.39% -40 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 2,448 $2.32M 1.55% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,522 $2.31M 1.47% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,443 $2.31M 2.25% -26 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,439 $2.31M 0.84% +349 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,435 $2.3M 1.81% +226 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,429 $2.3M 0.34% +2,070 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,473 $2.3M 0.22% +905 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,423 $2.29M 0.73% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,304 $2.29M 1.4% +322 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,422 $2.29M 0.17% -588 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,421 $2.29M 1.22% +70 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,419 $2.29M 0.61% -152 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,459 $2.29M 0.21% -18 13F-HR/A Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,416 $2.29M 1.65% +75 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,409 $2.28M 5.73% +1,372 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,408 $2.28M 0.86% +22 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,403 $2.27M 0.05% +9 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,403 $2.27M 1.24% +222 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,379 $2.27M 1.27% -40 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,401 $2.27M 0.96% +534 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,400 $2.27M 0.08% +437 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 2,400 $2.27M 1.02% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,400 $2.27M 1.19% -91 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,397 $2.27M 0.22% -64 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 2,395 $2.27M 1.98% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,387 $2.26M 1.27% +55 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,385 $2.26M 0.32% -229 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,378 $2.25M 1.2% -47 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,374 $2.25M 0.85% -1,276 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,370 $2.24M 1.13% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,361 $2.23M 0.74% -380 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,357 $2.23M 0.21% +408 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,355 $2.23M 0.2% -954 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,352 $2.22M 0.85% +104 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,350 $2.22M 0.23% -467 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,349 $2.22M 1.23% +106 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 2,349 $2.22M 0.65% +490 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,345 $2.22M 0.89% 0 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 2,400 $2.22M 1.64% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,344 $2.22M 0.91% +5 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,340 $2.21M 1.51% +57 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,331 $2.21M 0.52% +398 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,324 $2.2M 0.26% +1,311 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,328 $2.2M 0.18% +21 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,323 $2.2M 0.23% +86 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,190 $2.18M 0.28% +347 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 2,300 $2.18M 1.71% -27 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,297 $2.17M 0.69% +79 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,295 $2.17M 0.61% -5 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,293 $2.17M 0.11% +17 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,284 $2.16M 0.62% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,283 $2.16M 0.65% +7 13F-HR Timeline City State Bank More: the full row for City State Bank 2,283 $2.16M 0.71% +30 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,282 $2.16M 1.71% +106 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,271 $2.15M 1.13% +137 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,268 $2.14M 0.45% +47 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,262 $2.14M 0.27% +123 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,260 $2.14M 0.07% +19 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,258 $2.14M 0.06% +65 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 2,254 $2.13M 0.21% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,243 $2.12M 2.06% -113 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,241 $2.12M 0.05% +33 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,237 $2.12M 0.37% +25 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,236 $2.11M 1.23% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,233 $2.11M 0.24% +32 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,228 $2.11M 0.23% +625 13F-HR/A Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,226 $2.11M 0.15% -62 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,110 $2.1M 0.97% +45 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,080 $2.1M 2.37% +129 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,175 $2.09M 0.55% -21 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,210 $2.09M 1.24% -45 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,205 $2.09M 1.17% +18 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,200 $2.08M 0.57% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,200 $2.08M 0.06% -450 13F-HR/A Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,199 $2.08M 0.81% -43 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,186 $2.07M 0.88% +725 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 2,186 $2.07M 0.65% -59 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,180 $2.06M 0.38% +36 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,177 $2.06M 1.19% +508 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,177 $2.06M 0.2% -5 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,169 $2.05M 0.57% +132 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,166 $2.05M 0.43% +37 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,163 $2.05M 0.54% +144 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,156 $2.04M 1.07% +161 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 2,156 $2.04M 0.77% -62 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,154 $2.04M 1.01% +1,532 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,151 $2.04M -27 Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,151 $2.03M 1.54% -20 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 2,150 $2.03M 1.97% -1,569 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,150 $2.03M 0.59% +40 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,146 $2.03M 0.76% -112 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,146 $2.03M 0.2% -20 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,145 $2.03M 0.79% -2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,118 $2.03M 1.2% -3,674 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,138 $2.02M 0.15% -752 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,136 $2.02M 0.48% -93 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,136 $2.02M 0.34% +20 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,224 $2.02M 0.95% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,132 $2.02M 0.8% +1,015 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,131 $2.02M 0.07% +117 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,127 $2.01M 0.58% +3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,124 $2.01M 0.08% new 13F-HR Timeline Group Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,117 $2M 1.71% -17 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,112 $2M 0.98% -7,068 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,104 $1.99M 1.21% -633 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,101 $1.99M 0.01% +740 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,101 $1.99M 0.18% +223 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,100 $1.99M 0.63% -415 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,098 $1.98M 0.82% +77 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,096 $1.98M 0.16% -70 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,094 $1.98M 1.11% +388 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,090 $1.98M 0.24% +90 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,090 $1.98M 0.22% -30 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,087 $1.97M 0.3% +49 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,082 $1.97M 0.42% +173 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,082 $1.97M 0.03% -330 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,075 $1.96M 0.32% -83 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,071 $1.96M 0.91% +241 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,070 $1.96M 0.05% +107 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,068 $1.96M 0.7% +2,067 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,067 $1.95M 0.84% -5 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,063 $1.95M 0.05% -1,515 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,065 $1.95M 1.43% +32 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,064 $1.95M 1.21% -91 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,061 $1.95M 0.88% -179 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,053 $1.95M 0.88% +48 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,048 $1.94M 0.31% +874 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,045 $1.93M 0.11% -107 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,044 $1.93M 0.66% +676 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,044 $1.93M 0.27% -92 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,041 $1.93M 0.36% +706 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,040 $1.93M 0.54% +53 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,037 $1.93M 0.35% -78 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,037 $1.93M 0.26% +84 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,036 $1.93M 0.26% +26 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,035 $1.92M 1.74% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,027 $1.92M 0.1% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,026 $1.92M 0.35% +304 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,026 $1.92M 0.14% -106 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,020 $1.91M 0.11% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,015 $1.91M 1.3% -1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,014 $1.9M 0.29% +632 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,011 $1.9M 0.49% +9 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,008 $1.9M 0.17% -806 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,002 $1.89M 0.67% +15 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,000 $1.89M 1.37% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,000 $1.89M 0.15% -518 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,000 $1.89M 1.71% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,999 $1.89M 0.45% -69 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,999 $1.89M 0.27% +291 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,998 $1.89M 0.19% -173 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,997 $1.89M 0.53% +15 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,997 $1.89M 0.18% -263 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,995 $1.89M 0.29% +84 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,991 $1.88M 1.58% -13 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,989 $1.88M 1.96% -77 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,985 $1.88M 0.06% +1,273 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,980 $1.87M 0.76% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,975 $1.87M 0.52% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,968 $1.86M 0.13% -18 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,964 $1.86M 0.39% +618 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,963 $1.86M 0.26% +27 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,962 $1.86M 0.12% -32 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,960 $1.85M 0.69% -61 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,958 $1.85M 1.09% +53 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,956 $1.85M 0.88% -21 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,950 $1.84M 0.69% +209 13F-HR/A Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,904 $1.84M 0.8% +6 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,941 $1.84M 0.91% +1,154 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,930 $1.83M 0.69% -20 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,930 $1.83M 0.11% -2,791 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 1,990 $1.82M 0.22% +249 13F-HR Timeline Herold Advisors, Inc. 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