Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,139 $1.13M 0.07% +134 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,136 $1.13M 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,126 $1.12M 0.12% +130 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,125 $1.12M 0.77% 0 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,114 $1.12M 0.17% +8 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,107 $1.11M 0.03% -250 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,103 $1.11M 0.25% -89 13F-HR Timeline Bornite Capital Management LP More: the full row for Bornite Capital Management LP 2,100 $1.11M 0.11% -1,100 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,099 $1.11M 0.07% +134 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,091 $1.11M 0.64% +316 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,082 $1.1M 0.22% -15 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,077 $1.1M 0.94% -72 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,077 $1.1M 0.49% -62 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,064 $1.09M 0.36% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,064 $1.09M 0.22% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,063 $1.09M 0.21% +103 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,061 $1.09M 0.32% +685 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,059 $1.09M 0.08% +859 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,052 $1.09M 0.09% -1 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,139 $1.08M 0.42% -3,204 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,041 $1.08M 0.09% -23 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,035 $1.08M 0.78% -3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,027 $1.07M 0.04% +864 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,021 $1.07M 0.05% +1,605 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 2,017 $1.07M 0.42% +141 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,014 $1.07M 0.08% +819 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,000 $1.06M 0.12% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,989 $1.05M 0.06% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,989 $1.05M 0.06% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,984 $1.05M 0.25% +78 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,983 $1.05M 0.06% -111 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,981 $1.05M 0.11% -187 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,980 $1.05M 0.27% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,977 $1.05M 0.04% +6 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,972 $1.04M 0.14% -1,159 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,969 $1.04M 0.04% +7 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,051 $1.04M 0.37% +40 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,961 $1.04M 0.03% +347 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,960 $1.04M 0.15% -21 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,952 $1.03M 0.02% +493 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,942 $1.03M 0.28% -176 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,939 $1.03M 0.31% +1,597 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,940 $1.03M 0.12% +11 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,926 $1.02M 0.09% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,926 $1.02M 0.04% 0 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,923 $1.02M 0.02% +371 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,923 $1.02M 0.31% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,922 $1.02M 0.07% +273 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,922 $1.02M 0.04% +115 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,917 $1.01M 0.03% +65 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,915 $1.01M 0.02% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,903 $1.01M 0.77% -256 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,902 $1.01M 1.05% -369 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,897 $1M 0.08% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,930 $1M 0.09% -182 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,892 $1M 0.57% +47 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,886 $998K 0.78% +1 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,883 $997K 0.01% +244 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,879 $994K 0.2% -249 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,877 $993K 0.23% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,875 $992K 0.16% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,870 $990K 0.05% +810 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,861 $985K 0.06% -14 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,824 $983K 0.52% +377 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,858 $983K 0.07% +149 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,854 $981K 0.22% +481 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,845 $976K 0.22% -57 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,844 $976K 0.07% -3 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,826 $966K 0.12% -4 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,148 $963K 0.01% -172 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,820 $963K 0.07% +177 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,816 $961K 0.18% +382 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,815 $960K 0.13% +6 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,811 $958K 0.12% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,810 $958K 0.08% -38 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,810 $958K 0.34% +377 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,800 $952K 0.77% -3,325 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,800 $952K 0.1% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,798 $951K 0.12% +1,557 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,790 $947K 0.06% -64 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,784 $944K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,782 $943K 0.05% +628 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,766 $934K 0.06% -207 13F-HR/A Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,742 $922K 0.06% +382 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,738 $920K 0.02% +686 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,732 $916K 0.02% +534 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,731 $916K 0.47% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,727 $914K 0.23% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,726 $913K 0.12% -146 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,724 $913K 0.13% +181 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,719 $910K 0.31% -141 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,716 $908K 0.19% -72 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,710 $905K 0.06% -31 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,703 $901K 0.6% -25 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,695 $897K 0.14% +14 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,695 $897K 0.14% +483 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,694 $896K 0.26% +2 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,693 $896K 0.4% -62 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,691 $895K 0.03% -59 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,355 $892K 0.72% +25 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,684 $891K 0.34% -200 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1,680 $889K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,674 $886K 0.33% +537 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,674 $886K 0.08% +323 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,670 $884K 0.26% -68 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,669 $883K 0.1% +57 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,654 $875K 0.05% +16 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,653 $875K +51 Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,651 $874K 0.11% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,633 $864K 0.08% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,625 $860K 0.34% 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,623 $859K 0.07% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,620 $857K 0.27% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,618 $856K 0.27% +95 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,606 $850K 0.05% +148 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,603 $848K 0.04% +72 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,601 $847K 0.07% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,600 $847K 0.18% +400 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,600 $847K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,600 $847K 0.16% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,599 $846K 0.1% +11 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,594 $843K 0.08% -157 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,592 $842K 0.24% +778 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,590 $841K 0.16% +119 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,582 $837K 0.1% -454 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,582 $837K 0.08% +36 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,582 $837K 0.01% +103 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,580 $836K 0.61% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,580 $836K 0.08% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,577 $834K 0.04% -291 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,576 $834K 0.16% -40 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,575 $833K 0.27% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,572 $832K 0.14% +86 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,564 $828K 0.15% +26 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,563 $827K 0.05% -2 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,559 $825K 0.13% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,559 $825K 0.03% -3,589 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,552 $821K 0.05% -56 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,546 $818K 0.07% +957 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,545 $818K 0.09% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,538 $814K 0.23% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,536 $813K 0.14% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,531 $810K 0.29% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,530 $810K 0.13% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,527 $808K 0.27% -40 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,527 $808K 0.02% -84 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,526 $807K 0.07% +71 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,524 $806K 0.07% -102 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,525 $806K 0.01% new 13F-HR Timeline Group MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,209 $798K 0.22% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,503 $795K 0.2% +82 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,501 $794K 0.01% -8 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,500 $794K 0.11% -730 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,500 $794K 0.07% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,485 $786K 0.2% +239 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,483 $785K 0.21% +10 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 1,481 $784K 0.09% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,475 $780K 0.02% +66 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,470 $778K 0.24% +46 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,469 $778K 0.4% +159 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,467 $776K 0.05% +104 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,464 $775K 0.69% +25 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,458 $772K 0.5% -75 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,450 $767K 0.26% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,448 $766K 0.05% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,445 $765K 0.04% +93 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,444 $764K 0.13% +8 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,444 $764K 0.15% -891 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,442 $763K 0.1% +416 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,436 $760K 0.03% +59 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,431 $757K 0.24% +79 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,430 $757K 0.43% -1 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,428 $756K 0.01% +30 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,425 $753K 0.11% +53 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,423 $753K 0.02% +271 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 1,417 $750K 0.39% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,416 $750K 0.39% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,412 $747K 0.06% -256 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,411 $747K 0.75% +1,360 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,401 $741K 0.07% +43 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,401 $741K <0.01% +4 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,399 $740K 0.06% +6 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,397 $739K 0.27% +378 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,395 $738K 0.12% -44 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,390 $736K 0.25% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,384 $732K +1,372 Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,135 $732K 0.28% +4 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,382 $731K 0.09% +176 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,381 $731K 0.01% +161 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,380 $730K 0.03% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,376 $728K 0.04% +71 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,371 $726K 0.02% -12 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,371 $725K 0.69% -717 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,369 $724K 0.03% +2 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,366 $723K 0.16% +76 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,363 $721K 0.03% -94 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,358 $719K 0.09% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,356 $718K 0.02% +244 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,355 $717K 0.22% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,350 $714K 0.07% +274 13F-HR Timeline