BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 430 $329K 0.02% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 429 $329K 0.04% -4 13F-HR/A Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 426 $327K 0.26% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 426 $326K 0.01% -70 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 426 $326K 0.05% +1 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 420 $322K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 420 $322K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 335 $321K 0.04% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 413 $317K 0.11% -52 13F-HR Timeline CX Institutional More: the full row for CX Institutional 411 $315K 0.01% -16 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 410 $314K 0.02% +81 13F-HR/A Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 405 $310K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 405 $310K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 397 $308K 0.03% -10 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 402 $308K 0.01% +95 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 386 $307K 0.25% -182 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 400 $306K 0.12% +63 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 398 $305K 0.11% -120 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 397 $304K 0.01% +14 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 396 $303K 0.11% +39 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 395 $303K 0.09% -100 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 395 $303K 0.15% -4 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 395 $303K 0.31% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 390 $299K 0.07% -113 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 372 $299K 0.01% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 389 $298K 0.02% -1 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 387 $297K 0.1% +2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 386 $296K 0.01% -1,819 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 387 $296K 0.07% +89 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 386 $296K 0.02% -9 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 385 $295K 0.15% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 383 $293K 0.03% +56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 381 $292K 0.01% +37 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 380 $291K 0.16% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 378 $290K 0.01% +114 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 377 $289K 0.01% -126 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 375 $287K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 371 $284K 0.02% -7 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 366 $280K 0.02% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 366 $280K 0.1% +40 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 363 $278K 0.06% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 357 $275K 0.01% -261 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 356 $273K 0.02% -22 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 354 $271K <0.01% -89 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 354 $271K <0.01% +68 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 353 $270K <0.01% -76 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 350 $268K 0.09% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 349 $267K <0.01% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 347 $266K 0.2% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 347 $265K 0.01% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 345 $265K 0.01% -929 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 344 $264K 0.04% -395 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 340 $260K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 340 $260K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 339 $259K 0.23% +1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 337 $258K 0.02% +10 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 337 $258K 0.07% -93 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 335 $257K <0.01% -960 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 335 $257K 0.01% -29 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 333 $255K -896 Timeline Citizens Business Bank More: the full row for Citizens Business Bank 332 $254K 0.04% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 328 $251K 0.01% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 326 $250K 0.09% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 324 $248K 0.02% -31 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 324 $248K 0.05% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 258 $247K 0.24% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 322 $247K 0.04% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 316 $242K 0.01% +120 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 316 $242K 0.16% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 315 $241K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 314 $241K <0.01% +6 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 314 $240K 0.01% +39 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 309 $237K 0.05% -7 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 308 $236K 0.01% -7 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 305 $234K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 304 $233K 0.02% +10 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 304 $233K 0.33% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 300 $230K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 300 $230K 0.03% +39 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 300 $230K 0.11% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 300 $230K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 298 $228K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 296 $227K 0.02% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 293 $224K 0.23% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 292 $224K 0.02% +26 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 292 $223K <0.01% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 290 $222K 0.05% +7 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 289 $221K 0.14% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 273 $221K <0.01% -67 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 288 $221K 0.07% -40 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 288 $221K 0.02% -27 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 287 $220K 0.09% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 285 $218K 0.04% -55 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 284 $218K 0.01% -3 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 283 $217K <0.01% -951 13F-HR Timeline 111 Capital More: the full row for 111 Capital 282 $216K 0.05% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 281 $215K 0.02% -579 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 281 $215K 0.01% new 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 280 $214K 0.03% -4,678 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 280 $214K 0.04% new 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 279 $214K 0.21% 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 276 $212K 0.02% -232 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 277 $212K 0.01% -30,254 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 275 $211K 0.17% -3 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 274 $210K <0.01% +3 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 273 $209K 0.12% +15 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 272 $208K 0.06% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 272 $208K <0.01% 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 270 $207K 0.01% -1 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 269 $206K 0.15% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 268 $206K 0.02% -44 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 267 $205K 0.23% 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 266 $204K 0.11% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 266 $204K 0.05% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 265 $203K 0.14% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 262 $201K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 261 $200K <0.01% -2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 257 $197K 0.06% +256 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 254 $195K 0.11% -1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 250 $192K 0.13% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 233 $179K <0.01% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 229 $175K 0.01% +28 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 222 $170K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 220 $169K 0.07% +35 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 212 $162K 0.05% -10 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 204 $156K 0.01% -94 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 199 $152K 0.08% -134 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 196 $151K <0.01% -3,236 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 194 $149K 0.08% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 184 $141K 0 Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 183 $140K 0.03% +4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 182 $139K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 179 $137K 0.03% -88 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 177 $136K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 175 $134K 0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 175 $134K 0.01% -579 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 162 $124K 0.11% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 152 $116K 0.01% -19 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 151 $116K <0.01% +60 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 150 $115K 0.03% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 146 $112K 0.1% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 145 $111K 0.02% -23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 144 $110K 0.02% +48 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 143 $110K 0.09% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 143 $110K 0.02% -8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 141 $108K <0.01% +25 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 140 $107K <0.01% +3 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 140 $107K 0.03% -242 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 136 $104K 0.02% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 136 $104K 0.02% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 134 $103K 0.03% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 133 $102K 0.03% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 133 $102K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 132 $101K <0.01% -17 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 128 $98.1K 0.07% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 127 $97.3K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 125 $95.7K 0.02% +27 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 124 $95K <0.01% +7 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 121 $92.4K 0.03% -13 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 116 $88.9K 0.09% +2 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 116 $88.9K <0.01% +1 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 116 $88.9K 0.01% -7 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 115 $88.1K <0.01% -325 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 114 $87.7K 0.02% 0 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 102 $78.1K 0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 97 $74.3K 0.01% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 94 $72K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 93 $71.3K 0.03% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 87 $66.7K 0.02% +18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 83 $64K <0.01% +6 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 82 $62.5K <0.01% -111 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 78 $59.8K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 78 $59.7K 0.01% +3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 74 $57K 0.04% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 74 $56.7K 0.04% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 73 $55.9K 0.01% -26 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 72 $55.2K 0.01% -10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 71 $54.4K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 70 $53.6K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 70 $53.6K 0.01% +21 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 69 $52.9K <0.01% -32 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 66 $50.9K 0.06% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $49.8K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 65 $49.8K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 64 $49K 0.02% -22 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 63 $48K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 60 $46.1K 0.04% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 60 $46K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $46K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 59 $45.2K 0.02% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 59 $45.2K 0.04% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 58 $44.9K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 55 $42.1K 0.01% +29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $40.6K 0.01% -23 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 53 $40.5K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 52 $39.8K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 52 $39.8K <0.01% +7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 50 $38.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 49 $37.5K 0.01% +22 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 47 $36K <0.01% -3 13F-HR Timeline