CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,542 $2.57M 0.64% -104 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,533 $2.57M 0.03% -19 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,530 $2.57M 0.03% +436 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,480 $2.55M 0.2% -935 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,461 $2.54M 0.25% -34 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,378 $2.52M 0.17% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,367 $2.51M 0.57% -296 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,341 $2.5M 0.09% +325 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,338 $2.5M 0.15% +3,050 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,316 $2.49M 0.06% +178 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,305 $2.49M 0.76% +133 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,302 $2.49M 0.06% -35 13F-HR/A Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 7,297 $2.49M <0.01% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,074 $2.48M 0.18% -3 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 7,200 $2.46M 0.02% new 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,154 $2.44M 0.44% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 7,147 $2.44M 0.21% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,339 $2.44M 0.06% +17 13F-HR/A Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 7,144 $2.44M 1.75% +66 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,098 $2.42M 0.27% +252 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 7,077 $2.41M 1.42% +88 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,037 $2.4M <0.01% +892 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 7,034 $2.4M 0.17% -6,744 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 7,016 $2.39M 1.52% -400 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,016 $2.39M 0.24% -535 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,006 $2.39M 0.05% -4,586 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,994 $2.38M 0.08% +4,475 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,982 $2.38M 0.13% +338 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,975 $2.38M 0.03% -58 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,970 $2.38M 0.13% +212 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 9,057 $2.37M +8,884 Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,945 $2.37M 0.11% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,945 $2.37M 0.14% -366 13F-HR Timeline Group Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,943 $2.37M 2.28% -447 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,939 $2.37M 0.1% +10 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,929 $2.36M 0.9% +22 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,887 $2.35M 0.08% +819 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,875 $2.35M <0.01% -898 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,856 $2.34M 0.1% -175 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,836 $2.33M 0.19% -150 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,813 $2.32M 0.12% -91 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,812 $2.32M 0.02% +1,885 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,812 $2.32M 0.2% +36 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,808 $2.32M 0.24% -90 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,808 $2.32M 0.15% +1,225 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 6,785 $2.31M 0.4% -8,298 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 6,778 $2.31M 0.34% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,776 $2.31M 0.31% +125 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,731 $2.3M 0.02% +967 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,720 $2.29M 0.84% -217 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,603 $2.29M 0.46% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,824 $2.28M 0.36% -52 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,680 $2.28M 0.49% +165 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 6,640 $2.26M 0.8% -10 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,629 $2.26M 1.32% +47 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,626 $2.26M 0.15% -977 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,583 $2.24M 0.34% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,581 $2.24M 0.07% -327 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 6,573 $2.24M 0.04% -182 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,540 $2.23M 0.44% -286 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,539 $2.23M 0.06% -360 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,512 $2.22M 0.11% +1,896 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,488 $2.21M 0.01% -6,006 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,479 $2.21M 0.12% +723 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,476 $2.21M 0.07% +455 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,209 $2.2M 0.45% +5,110 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,436 $2.19M 0.39% -3,020 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,410 $2.19M 0.01% +879 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,374 $2.17M 0.12% -7 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,346 $2.16M 0.68% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,268 $2.14M 0.1% +4,096 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,259 $2.13M 0.13% -2,680 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,248 $2.13M 0.11% +1,613 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,204 $2.12M 0.27% +754 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,201 $2.12M 0.65% +469 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,166 $2.1M 0.08% new 13F-HR/A Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,150 $2.1M 0.81% +476 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,145 $2.1M 0.03% +685 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,124 $2.09M 0.04% +3,271 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 6,119 $2.09M 0.18% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,058 $2.07M 0.01% +256 13F-HR/A Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,045 $2.06M 0.1% +167 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,017 $2.05M 0.04% +362 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,162 $2.05M 0.09% +1,990 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,987 $2.04M 1.44% +122 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 5,984 $2.04M 0.96% -930 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,965 $2.03M 0.91% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,956 $2.03M 1.02% -99 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,917 $2.02M 0.25% -4,364 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,812 $2.02M 0.05% +2,222 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,888 $2.01M 0.02% +5,057 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 5,880 $2.01M 1.97% +114 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,864 $2M 0.57% -22 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,853 $2M 0.14% +626 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,850 $1.99M 0.11% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,843 $1.99M 0.03% +91 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,839 $1.99M 0.05% -285 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,828 $1.99M 0.13% -280 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,825 $1.99M 0.13% +2,432 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,743 $1.96M 0.1% -464 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,740 $1.96M 0.32% +927 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,688 $1.94M 0.27% -179 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,660 $1.93M 0.96% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,651 $1.93M 0.71% +186 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,649 $1.93M 0.03% +92 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,633 $1.92M 0.12% +99 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,630 $1.92M 0.07% +753 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,571 $1.9M 1.01% -60 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 5,560 $1.9M 1.43% -3,301 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,544 $1.89M 0.96% +20 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,501 $1.88M 0.49% -516 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 5,487 $1.87M 1.34% +7 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,462 $1.86M 0.73% +1,861 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,286 $1.85M 0.3% -886 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,412 $1.85M 0.06% -60 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,395 $1.84M 0.33% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,370 $1.83M 0.01% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,278 $1.83M 0.19% -690 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,337 $1.82M 0.75% +16 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,323 $1.82M 0.33% +3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,289 $1.8M 0.06% +495 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,271 $1.8M 0.01% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,268 $1.8M <0.01% -163 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,242 $1.79M 0.02% -394 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,226 $1.78M 0.11% -629 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,177 $1.77M 0.12% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,205 $1.76M 0.51% +16 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,128 $1.75M 0.03% -199 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,120 $1.75M 1.73% -2,347 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,109 $1.74M 0.03% +1,746 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,096 $1.74M 0.21% -40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,032 $1.72M 0.03% -487 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 5,000 $1.71M 0.05% 0 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 5,000 $1.71M 0.02% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,997 $1.7M 0.37% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,980 $1.7M 0.03% +368 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,980 $1.7M 0.2% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,918 $1.68M 0.91% +11 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,914 $1.68M 0.01% +646 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,900 $1.67M 0.02% -600 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,866 $1.66M 1.34% +35 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,833 $1.65M 0.04% +189 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,820 $1.64M 0.28% -140 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,817 $1.64M 0.14% -136 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,793 $1.63M 0.65% +30 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,791 $1.63M 0.33% -1,126 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,764 $1.62M 0.14% -9,485 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,743 $1.62M 0.03% +90 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,740 $1.62M 0.25% +69 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,682 $1.61M 0.06% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,706 $1.6M 0.06% +506 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.6M 0.39% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,681 $1.6M 0.56% +1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,662 $1.59M 0.03% +459 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,660 $1.59M 1.08% -109 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,618 $1.58M 0.06% +657 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,618 $1.57M 0.95% +380 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,614 $1.57M 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,605 $1.57M 0.03% +2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,586 $1.56M -391 Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,584 $1.56M 0.55% +121 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,581 $1.56M 1.21% -43 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,573 $1.56M 0.02% +22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,558 $1.55M 0.13% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,556 $1.55M 0.2% -66 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,527 $1.54M 0.03% -446 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,523 $1.54M 0.42% +56 13F-HR Timeline CROBAN More: the full row for CROBAN 4,515 $1.54M 1.03% -35 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,492 $1.53M 0.1% -116 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 4,481 $1.53M 0.6% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,471 $1.52M 0.61% 0 13F-HR Timeline TLWM More: the full row for TLWM 4,468 $1.52M 0.27% +275 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,433 $1.51M 0.05% -516 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 4,429 $1.51M <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,421 $1.51M 0.32% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,417 $1.51M 0.91% -1,006 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,381 $1.49M 0.04% -479 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,353 $1.48M 0.5% -34 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,348 $1.48M 0.37% +40 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,337 $1.48M 0.01% +402 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 4,326 $1.48M 0.51% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,317 $1.47M 0.35% -33 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,312 $1.47M 0.93% -39 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,294 $1.46M 0.05% +2,557 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 4,226 $1.44M 0.59% +4 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,222 $1.44M 0.12% -40 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,222 $1.44M 1.19% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,220 $1.44M 0.03% +1,225 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,210 $1.44M 0.05% +151 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,200 $1.43M 0.57% +413 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,189 $1.43M 0.05% +878 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,181 $1.43M 0.09% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,175 $1.42M 0.02% new 13F-HR/A Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,143 $1.42M 0.5% -19 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,132 $1.42M 0.19% -356 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,163 $1.42M 0.1% +256 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,160 $1.42M 0.02% -105 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,158 $1.42M 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,222 $1.42M 0.19% +219 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,150 $1.42M 0.06% -191 13F-HR Timeline