TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,956 $894K 0.07% 0 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,956 $894K 0.03% -438 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,955 $894K 0.03% -120 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,943 $888K 0.02% +611 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,929 $882K 0.03% 0 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 1,885 $879K <0.01% +82 13F-HR Timeline Group United Bank More: the full row for United Bank 1,922 $879K 0.31% -264 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,922 $879K 0.04% -229 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,102 $877K 0.12% -243 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,917 $877K 0.69% +120 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,841 $874K 0.38% -16 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,904 $873K 0.02% +378 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,910 $873K 0.14% +16 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,907 $872K 0.3% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,901 $869K 0.11% +284 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,901 $869K 0.34% -27 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,900 $869K 0.83% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,899 $868K 0.51% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,897 $868K 0.15% -68 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,897 $867K 0.13% +163 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,884 $862K 0.17% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,878 $859K 0.04% +596 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,878 $859K 0.03% -31 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,874 $857K 0.1% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,873 $856K 0.06% -56 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,872 $856K 0.14% -13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,868 $854K 0.03% -81 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,861 $851K 0.12% -2 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,851 $849K 0.03% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,858 $848K 0.12% +86 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,852 $847K 0.11% -158 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,851 $847K 0.21% +11 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,849 $845K 0.16% +864 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,848 $845K 0.03% -25 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,843 $843K 0.11% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,837 $840K 0.52% -5 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,837 $840K 0.05% -58 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,830 $837K 0.01% +54 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,830 $837K 0.04% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,826 $835K 0.01% -250 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,817 $831K 0.39% +5 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,816 $831K 0.06% +315 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,815 $830K 0.52% +10 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,810 $828K 0.18% +57 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,798 $822K 0.3% -23 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,797 $822K 0.02% -81 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,781 $814K 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,779 $814K 0.03% -112 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,762 $809K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,768 $808K 0.05% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,763 $806K 0.07% +288 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,760 $805K 0.2% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,750 $803K 0.34% -41 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,748 $799K 0.09% +66 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,739 $795K 0.27% -96 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,738 $795K 0.11% +611 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,737 $794K 0.33% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,729 $790K 0.13% -792 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,725 $789K 0.06% -65 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,722 $787K 0.17% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,722 $787K 0.07% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,717 $785K <0.01% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,710 $782K 0.23% -29 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,646 $779K 0.35% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,703 $779K 0.02% +25 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,702 $778K 0.06% -501 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,702 $778K 0.13% -10 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,695 $775K 0.29% +2 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,691 $773K 0.04% -1 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,690 $773K 0.11% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,688 $772K 0.15% -401 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,684 $770K 0.22% -8 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,684 $770K 0.53% +43 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,679 $768K 0.06% +69 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,678 $767K 0.2% +11 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,678 $767K 0.05% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,677 $767K 0.06% -87 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,676 $766K 0.02% +609 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 910 $763K 0.28% -831 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,664 $761K 0.37% -160 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,663 $760K 0.19% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,661 $759K 0.16% +2 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,660 $759K 0.23% -2 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,656 $757K 0.5% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,653 $756K 0.14% +14 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,653 $756K 0.02% -512 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,651 $755K 0.36% +17 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,648 $754K 0.16% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,647 $753K 0.01% -122 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,646 $753K <0.01% +684 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,641 $750K 0.21% +37 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,641 $750K 0.6% +60 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,637 $749K 0.2% new 13F-HR/A Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,636 $748K 0.08% +1 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,635 $748K 0.09% -401 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,627 $744K 0.05% +76 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,623 $742K 0.12% -25 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,622 $742K 0.09% -9 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,621 $741K 0.07% -400 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,619 $740K 0.12% -8,205 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,618 $740K 0.45% -2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,614 $738K 0.06% -125 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,613 $738K 0.12% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,613 $738K 0.12% 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,606 $734K 0.18% +3 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,602 $732K 0.23% +1,145 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,601 $732K 0.04% -1,221 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,594 $729K 0.12% +195 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,593 $728K <0.01% -88 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,594 $728K 0.04% -28 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,589 $727K 0.1% -114 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,588 $726K 0.09% +41 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,588 $726K 0.12% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,587 $726K 0.14% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,585 $725K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,585 $725K 0.06% -69 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,585 $725K 0.14% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,580 $722K 0.02% -33 13F-HR Timeline Group GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,578 $722K 0.61% +148 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,573 $719K 0.35% -5 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,569 $718K 0.19% +564 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,568 $717K 0.05% +458 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,569 $717K 0.09% -79 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,568 $717K 0.11% +4 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,565 $716K 0.51% +144 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,561 $714K 0.13% +605 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,556 $712K 0.06% -12 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,551 $709K 0.18% +20 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,550 $709K 0.18% -3,200 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 1,550 $709K 0.03% new 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,547 $707K 0.29% -26 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,545 $706K 0.36% -34 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,544 $706K 0.02% +25 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,540 $704K 0.12% +150 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,535 $702K 0.22% -9 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,533 $701K 0.07% +10 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,529 $699K 0.05% -45 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,528 $699K 0.05% -658 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,525 $697K 0.05% +14 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,523 $697K 0.1% +182 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,515 $693K 0.18% +138 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,511 $691K 0.03% +2 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,508 $690K 0.04% -50 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,524 $688K 0.01% -260 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $686K 0.52% -40 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,495 $684K 0.02% -565 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,494 $683K 0.34% +15 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,490 $681K 0.1% -2 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,490 $681K 0.17% -65 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,486 $679K 0.18% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,481 $677K 0.05% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,480 $677K 0.18% -10 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,472 $673K 0.2% -143 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,468 $671K 0.1% +13 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,461 $670K 0.13% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,606 $670K 0.06% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,461 $668K 0.04% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,445 $663K 0.11% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,450 $663K 0.14% +1 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,447 $662K 0.37% +79 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,444 $661K 0.05% +582 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,444 $660K 0.04% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,438 $658K 0.16% -391 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,433 $655K 0.03% -1,531 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,375 $655K 0.13% -12 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,425 $652K 0.18% +3 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,425 $652K 0.22% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,423 $651K 0.15% +43 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,422 $650K 0.01% -18 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,421 $650K 0.02% -43 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,419 $649K 0.03% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,417 $648K 0.26% -5 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,416 $647K 0.09% -94 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,415 $647K 0.16% +8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,405 $643K 0.14% +85 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,400 $642K 0.02% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,400 $640K 0.14% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,394 $637K 0.27% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,393 $637K 0.18% -48 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,392 $637K 0.13% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,391 $636K 0.04% -30 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,290 $635K 0.01% +1,010 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,403 $634K 0.1% +386 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,386 $634K 0.12% +1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,380 $631K 0.11% -188 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,379 $631K 0.05% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,378 $630K 0.16% -20 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,381 $630K 0.01% +15 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,373 $628K 0.09% +73 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,372 $627K 0.06% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,368 $626K 0.05% -69 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,367 $625K 0.01% -164 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,355 $620K 0.03% +27 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,352 $618K 0.2% +11 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,348 $617K 0.02% +62 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,347 $616K 0.01% -38 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,354 $616K 0.18% -538 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 1,346 $616K 0.24% +258 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,344 $615K 0.06% +44 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,342 $614K 0.19% 0 13F-HR Timeline Group