MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,794 $744K 0.1% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 22,731 $742K 0.12% -360 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,655 $739K 0.26% +893 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 22,638 $739K 0.06% +15,570 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 22,605 $738K 0.22% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,537 $735K 0.06% -214 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 22,526 $735K 0.05% +139 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 21,918 $731K 0.32% +237 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,375 $730K 0.01% +2,171 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 22,371 $730K <0.01% +934 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 22,360 $730K 0.19% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,351 $729K 0.06% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 22,353 $729K 0.2% +329 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,340 $729K 0.34% -3,818 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 22,331 $729K 0.03% -2,111 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 22,250 $726K 0.54% -500 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 21,990 $718K 0.05% -15,511 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 22,000 $718K 0.15% new 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 21,974 $717K -70 Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,887 $714K 0.03% -7,150 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 21,856 $713K 0.1% -355 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 24,105 $712K 0.81% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,532 $712K 0.04% +1,263 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 21,772 $710K 0.09% -189 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 21,762 $710K 0.11% +2,766 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,743 $709K 0.32% +30 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 21,640 $706K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,605 $705K 0.08% -5,644 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 21,600 $705K 0.45% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 21,575 $704K 0.02% +3,403 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 21,486 $701K 0.25% -5,470 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 21,475 $701K 0.07% -70,565 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 21,370 $697K 0.06% +2,281 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 21,239 $693K 0.25% -1,834 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,224 $693K 0.06% +289 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 19,440 $689K 0.32% +276 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 21,000 $685K 0.23% -15,600 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,920 $683K 0.1% -108 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,307 $681K 0.01% +441 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,771 $678K 0.08% +3,339 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 20,766 $678K 0.18% -162 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,565 $671K 0.08% +17 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 18,905 $670K 0.32% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,470 $668K 0.05% -294 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 20,420 $666K 0.02% +2,840 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,129 $657K 0.02% +2,170 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 20,201 $656K 0.01% +593 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 20,090 $656K 0.02% -1,086 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,051 $654K 0.04% -270 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 20,019 $653K 0.1% -7,316 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 20,000 $653K 0.01% new 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,996 $652K 0.26% -600 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 19,970 $652K 0.01% -363 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,952 $651K 0.01% 0 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,944 $651K 0.14% -1,550 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 19,302 $647K 0.23% +2,280 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 19,800 $646K 0.34% -600 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,768 $645K 0.02% +235 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,682 $642K 0.01% +6,595 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 19,646 $641K 0.16% +53 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 19,572 $639K 0.12% -416 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,526 $637K 0.18% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,475 $635K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 19,417 $634K 0.03% +12,554 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 19,343 $631K 0.03% -574 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 19,330 $631K 0.02% +3,712 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,306 $630K 0.06% -681 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,225 $627K 0.11% -50 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,197 $626K 0.12% -8 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,089 $623K 0.04% +2,955 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 19,031 $621K 0.08% +2,989 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,973 $619K 0.07% -5,411 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 18,971 $619K 0.07% -415 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 18,953 $618K 0.03% -16,600 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18,951 $618K 0.13% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 18,903 $617K 0.39% +40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,896 $617K 0.01% -745 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 18,885 $616K 0.22% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 18,852 $615K 0.28% +1,743 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 18,778 $613K 0.31% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,630 $608K 0.01% -800 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,578 $606K 0.37% -250 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,567 $606K 0.06% +155 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 18,536 $605K 0.08% +316 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 18,532 $605K 0.03% -8,950 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $603K 0.24% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 18,341 $598K 0.02% -76 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 18,315 $598K <0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 18,240 $595K 0.37% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 18,231 $595K 0.1% -944 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,226 $595K 0.04% -258 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 18,211 $594K 0.18% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 17,611 $594K 0.03% +6,673 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 18,148 $592K 0.03% +698 13F-HR Timeline InvesTrust More: the full row for InvesTrust 18,003 $587K 0.23% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 18,000 $587K 0.03% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,882 $583K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,831 $582K 0.06% +33 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 17,796 $581K -614 Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,781 $580K 0.05% -123 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,730 $579K 0.08% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 17,710 $578K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,694 $577K 0.05% +370 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 17,705 $577K 0.03% 0 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,633 $575K 0.01% +115 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,410 $574K 0.16% +258 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,600 $574K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,051 $573K 0.02% -568 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,445 $569K 0.01% +1,226 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,430 $569K 0.03% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,309 $565K 0.01% +968 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,135 $559K 0.07% +6,838 13F-HR/A Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 17,110 $558K 0.29% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,100 $558K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,091 $558K 0.01% -8,558 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,021 $555K 0.01% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 17,000 $555K 0.02% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 16,927 $552K 0.06% -1,706 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 16,901 $551K 0.03% -2,088 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 16,899 $551K 0.2% +140 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,829 $549K 0.05% +65 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,785 $548K 0.03% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 16,765 $547K 0.28% +7,872 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 16,724 $546K 0.01% -888 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 16,713 $545K 0.01% -83,917 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 16,628 $543K 0.06% -60 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,573 $541K 0.02% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16,557 $540K 0.07% +1,843 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 16,525 $539K 0.25% -267 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,521 $539K 0.14% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,519 $539K 0.04% -733 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,481 $538K 0.24% -917 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,318 $532K 0.16% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,254 $530K 0.18% -150 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,213 $529K 0.01% +573 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 16,200 $529K 0.07% -958 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 16,103 $525K 0.03% -411 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,094 $525K 0.01% +1,110 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16,078 $525K 0.07% +271 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 15,922 $520K 0.32% -300 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 15,895 $519K 0.13% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 15,885 $518K 0.15% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 15,866 $518K <0.01% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 15,846 $517K 0.1% new 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 15,841 $517K 0.01% -28 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,840 $517K 0.08% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,816 $516K 0.03% -1,361 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,816 $516K 0.1% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,580 $508K 0.07% -6,789 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,542 $507K 0.06% -18 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,512 $506K 0.05% -5,096 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,512 $506K 0.01% +381 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,477 $505K 0.12% +1,540 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,453 $504K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,429 $503K 0.04% +1,871 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,358 $501K 0.01% -842 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,344 $501K 0.03% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,256 $498K 0.03% +168 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,147 $494K 0.08% -15 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 15,138 $494K 0.04% -166 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 15,136 $494K 0.67% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,108 $493K 0.05% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 15,021 $490K 0.2% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 14,895 $486K 0.39% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,882 $486K 0.07% +225 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,800 $483K 0.02% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 14,800 $483K 0.54% -300 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,757 $482K 0.06% -178 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,434 $481K 0.02% -1,786 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,714 $480K 0.03% -137,015 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 14,656 $478K +7,115 Timeline First National Trust Co More: the full row for First National Trust Co 14,640 $478K 0.02% -1,155 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 14,588 $476K 0.08% +21 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,540 $474K 0.01% -693 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 14,493 $473K <0.01% -15,253 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,229 $470K 0.08% +5,333 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,357 $468K 0.02% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 14,291 $466K 0.07% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,290 $466K 0.05% +406 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,276 $466K 0.12% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 14,248 $465K 0.12% new 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,246 $465K 0.19% -200 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,209 $464K 0.14% -7 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 14,200 $463K 0.34% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 14,169 $462K 0.22% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,144 $462K 0.09% -44 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 14,133 $461K 0.07% +33 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 14,121 $461K 0.38% -263 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,109 $460K 0.03% +387 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 14,092 $460K 0.14% +398 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,062 $459K 0.26% -95 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 14,042 $458K 0.02% -1,559 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 14,031 $458K 0.11% +16 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,012 $457K 0.15% -600 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 13,986 $456K 0.05% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,941 $455K 0.11% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 13,860 $452K 0.08% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,790 $450K 0.01% +534 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 13,720 $448K 0.08% -1,640 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,705 $447K 0.02% +1,634 13F-HR Timeline