Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 18,549 $1M 0.05% -50,064 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 18,525 $1M 0.23% -50 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 13,834 $1M 0.13% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 18,453 $999K 0.06% -1,087 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,412 $997K 0.01% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 18,409 $997K 0.16% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 18,326 $992K 0.4% +5 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 18,275 $989K 0.77% +400 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 18,217 $986K 0.18% -1,600 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 18,200 $985K 0.04% -500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,198 $985K 0.03% +1,566 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,188 $985K 0.08% +120 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 18,176 $984K 0.13% -640 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 18,067 $978K 0.01% -1,141 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,067 $978K 0.07% +501 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,044 $977K 0.02% +789 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 17,989 $974K 0.18% +91 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,961 $972K 0.01% -1,650 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 17,958 $972K 0.18% -350 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 17,804 $964K 0.03% +22 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 17,701 $958K 0.66% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 17,651 $956K 0.94% -8 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 17,498 $947K 0.14% -14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,371 $940K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 17,289 $936K 0.31% -4,788 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 17,275 $935K 0.18% +8,835 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 17,244 $934K 0.2% +528 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,172 $930K <0.01% -8,232 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 17,108 $925K 0.18% +1,749 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,797 $923K 0.06% -529 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,009 $921K 0.04% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 16,937 $917K 0.05% -782 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,908 $915K 0.05% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 16,901 $915K 0.15% +873 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 16,795 $909K 0.21% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,752 $907K 0.06% -225 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 16,717 $905K 0.15% -125 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 16,697 $904K 0.22% -500 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16,647 $901K 0.23% -3,064 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,538 $895K 0.39% +70 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,482 $892K 0.07% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,473 $892K 0.06% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,462 $890K <0.01% +2,060 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,416 $889K 0.08% -3,295 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,410 $888K 0.06% +28 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,372 $886K 0.03% +2,536 13F-HR/A Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 16,310 $883K 0.04% -137 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 16,302 $883K 0.6% -75 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,291 $882K 0.08% -66 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,257 $880K <0.01% -2,027 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,056 $869K 0.02% -2,256 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,048 $869K 0.04% +33 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 15,982 $865K 0.47% -2,848 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,934 $863K 0.13% +144 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,866 $859K 0.09% -585 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 15,804 $856K 0.18% +770 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 15,800 $855K 0.56% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 15,795 $855K 0.01% +4,868 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 15,770 $854K <0.01% -3,500 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 15,806 $854K 0.06% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 15,757 $853K 0.06% +10,791 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 15,754 $853K 0.29% -797 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 15,620 $846K 0.15% -450 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,615 $845K 0.03% +10,405 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 15,507 $840K 0.77% -177,759 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,506 $839K 0.04% +153 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 15,493 $839K 0.69% -6,766 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,410 $834K 0.04% +946 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 15,406 $834K 0.12% +122 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,382 $833K 0.19% -13 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 15,323 $830K new Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,039 $814K 0.01% +539 13F-HR Timeline Group Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 14,992 $812K 0.04% new 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,967 $810K 0.08% -11,250 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 14,970 $809K 0.07% -3,646 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,899 $807K 0.05% -31 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,675 $795K 0.32% -15,389 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,626 $792K <0.01% +3,454 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 14,606 $791K 0.18% -474 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 14,504 $785K 0.36% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 13,401 $784K 0.46% -1,461 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 14,452 $782K 0.53% -359 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 14,429 $781K 0.34% -1,614 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 14,386 $779K 0.12% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 14,325 $776K 0.26% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,272 $773K 0.19% +13 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 14,182 $768K 0.12% -249 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,103 $764K 0.09% -80 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 14,075 $762K 0.15% -2,189 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 14,072 $762K 0.27% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,061 $761K 0.17% +852 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,884 $752K 0.17% -884 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,815 $748K 0.01% -289 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 13,805 $747K 0.25% -286 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 13,791 $747K 0.74% +539 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 13,709 $742K 0.44% +131 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 13,656 $739K 0.04% +12,498 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,635 $738K 0.15% -150 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,609 $737K 0.1% -1,175 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,564 $734K 0.26% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,558 $734K 0.02% -26,188 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,674 $730K 0.05% -518 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,449 $728K <0.01% -65 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 13,426 $727K 0.3% -537 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,414 $726K 0.4% +45 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 13,400 $725K 0.69% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,356 $723K 0.04% +2,073 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,269 $711K 0.01% +276 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,115 $710K 0.05% +379 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,084 $708K 0.02% +1,517 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 13,084 $708K 0.15% -262 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,065 $707K 0.06% -350 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13,030 $705K 0.62% -30,750 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,987 $703K 0.26% +3,302 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,967 $702K 0.01% +965 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 12,920 $698K 0.29% +10,172 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,882 $697K 0.03% -2,248 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,894 $697K 0.14% -110 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,836 $695K 0.04% +3,001 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,815 $694K 0.01% +984 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 12,796 $693K 0.33% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 12,784 $692K 0.07% -509 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,735 $689K 0.05% +2,049 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,685 $687K 0.04% +6 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,633 $684K 0.03% +526 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,528 $678K 0.02% +161 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,515 $678K 0.01% +1,081 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,424 $673K 0.04% -38,830 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,364 $669K 0.03% -3,115 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,326 $667K 0.01% -1,430 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,318 $667K 0.01% -840 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,257 $662K 0.09% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,219 $662K 0.02% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,117 $656K 0.09% +120 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 12,098 $655K 0.38% -40 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,086 $654K 0.18% 0 13F-HR/A Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 12,046 $652K 0.35% -2,000 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,037 $652K 0.07% -8,105 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 12,031 $651K 0.09% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 12,005 $650K 0.08% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 11,994 $649K 0.29% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,941 $646K 0.38% +298 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 11,934 $646K 0.14% -4,697 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,893 $644K 0.32% -377 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 11,906 $643K 0.02% -550 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,820 $640K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,798 $639K 0.01% +2,276 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,727 $635K 0.29% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,717 $634K 0.11% +2,430 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,682 $632K 0.05% -777 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,649 $631K 0.22% +75 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,608 $628K 0.18% -473 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 11,549 $625K 0.31% +450 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,548 $625K 0.05% +541 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,519 $624K 0.29% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,499 $622K 0.02% +644 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,493 $622K 0.16% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 11,413 $618K 0.23% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,397 $617K 0.12% +385 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,354 $615K 0.01% +276 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 11,340 $614K 0.3% +340 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,310 $612K 0.18% +9 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 11,273 $610K 0.35% -600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 11,249 $609K 0.12% -66 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 11,223 $608K 0.55% -135 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,186 $606K 0.01% -1,036 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,179 $605K 0.03% +468 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 11,170 $605K 0.4% +150 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,131 $602K 0.01% +268 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,112 $601K 0.01% -169 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,033 $597K 0.04% +430 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,032 $597K 0.02% -16 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,940 $592K 0.01% -762 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,920 $591K 0.04% +3 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 10,898 $590K 0.59% new 13F-HR Timeline City State Bank More: the full row for City State Bank 10,857 $588K 0.15% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 10,849 $587K 0.02% -404 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 10,846 $587K 0.08% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 10,769 $583K 0.38% -542 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,738 $581K 0.01% +445 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,734 $581K 0.28% +225 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,716 $580K 0.04% -1,157 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,640 $575K 0.19% -136 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,587 $573K +3,840 Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 10,568 $572K 0.1% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,566 $572K 0.06% -112 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 10,346 $567K 0.18% +45 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,466 $567K 0.07% -4,963 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 10,455 $566K 0.32% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,394 $563K 0.02% -10 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 10,383 $562K 0.04% -8,674 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,361 $561K 0.33% -142 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,331 $559K 0.03% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,283 $557K 0.21% -1,587 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,410 $557K 0.24% +15 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,241 $554K 0.01% -293 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 10,232 $554K 0.1% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 10,201 $552K 0.29% +110 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 10,179 $551K 0.54% -822 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,125 $548K 0.01% new 13F-HR/A Timeline