Boltwood Capital Management More: the full row for Boltwood Capital Management 8,960 $220K 0.06% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,957 $220K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,803 $217K <0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,777 $216K 0.04% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 8,770 $215K 0.06% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,698 $214K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 8,682 $214K 0.08% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,674 $213K 0.09% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,659 $213K 0.04% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,642 $213K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,640 $213K 0.11% +800 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,628 $212K 0.01% -82,042 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,616 $212K <0.01% +1,911 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,594 $211K <0.01% -481,080 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,500 $209K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,451 $208K <0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,414 $207K 0.01% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,394 $206K 0.1% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,320 $205K <0.01% -2,829 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,287 $204K 0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,283 $204K 0.06% -129 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,245 $203K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,240 $203K 0.16% +346 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,227 $202K 0.08% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,221 $202K 0.01% -7,445 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,216 $202K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,177 $201K 0.01% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,174 $201K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,016 $197K 0.01% -3,902 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,000 $197K 0.01% 0 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 8,000 $197K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,879 $194K <0.01% +505 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,778 $191K <0.01% +1,925 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,710 $190K <0.01% -1,131 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,599 $187K <0.01% +5,813 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,421 $183K <0.01% -45,851 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,000 $172K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,965 $171K <0.01% +4,971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,675 $164K 0.01% -1,800 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,470 $159K 0.01% -1,939 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,045 $149K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,918 $146K 0.02% +4,350 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,890 $145K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,537 $136K <0.01% +305 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,370 $132K 0.02% +370 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,301 $130K <0.01% -2,329 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,192 $128K 0.01% +858 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 5,183 $128K <0.01% +1,566 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,959 $122K <0.01% +2,267 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,813 $118K 0.01% -6 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,500 $111K <0.01% 0 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 4,018 $101K <0.01% +176 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $98K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,800 $93.5K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,700 $91K 0.01% -200 13F-HR/A Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 3,444 $84.7K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,464 $84.2K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,300 $81.2K <0.01% 0 13F-HR Timeline Group Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,226 $79.4K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,139 $77.2K 0.01% +16 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,127 $76.9K 0.01% +30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,114 $76.6K <0.01% +2,148 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,000 $73.8K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,945 $72.4K <0.01% +1,271 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,827 $69.5K <0.01% +299 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,702 $66.5K 0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,720 $66K 0.01% +573 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,600 $64K 0.03% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,585 $63.6K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,517 $61.9K <0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,408 $59.2K 0.04% +86 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,382 $58.6K 0.01% +31 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,369 $58.3K <0.01% +431 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,281 $56.1K 0.02% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,231 $54.9K <0.01% +143 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,222 $54.7K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,221 $54.6K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,214 $54.5K <0.01% +314 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,200 $54.1K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,189 $53.9K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,157 $53.1K 0.03% -561 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,156 $53K 0.01% -614 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,135 $52.5K 0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,126 $52.3K <0.01% -25 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,125 $52.3K 0.01% +1,000 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,046 $50K 0.01% -65,242 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,011 $49.5K 0.02% +911 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,000 $49.2K 0.02% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,957 $48.1K 0.02% +747 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,877 $46.2K 0.01% -5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,799 $43K 0.03% -1,038 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,642 $40K <0.01% +3 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,500 $36.9K 0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $36.9K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,471 $36.2K 0.01% +892 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,421 $35K 0.07% -17,639 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,310 $32.2K <0.01% +330 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,309 $32.2K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,300 $32K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,286 $31.6K <0.01% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,277 $31.4K 0.02% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 1,250 $30.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,226 $30K 0.02% +32 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,200 $29.5K 0.01% +8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,167 $28.7K 0.01% -95 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,125 $27.7K 0.01% +125 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,115 $27.4K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,100 $27K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,080 $26.6K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,034 $25.4K <0.01% +152 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,019 $25.1K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,008 $24.8K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,000 $24.6K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,000 $24.6K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 995 $24.5K <0.01% +77 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 966 $24K <0.01% +40 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 954 $23.5K <0.01% +153 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 945 $23.2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 967 $23K 0.01% +140 13F-HR Timeline City State Bank More: the full row for City State Bank 891 $21.9K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 886 $21.8K <0.01% -190 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 874 $21.5K <0.01% +496 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 872 $21.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 893 $21K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 853 $21K <0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 839 $20.6K <0.01% 0 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 817 $20.1K <0.01% -9 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 804 $20K 0.01% -73 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 809 $19.9K <0.01% -2,007 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 800 $19.7K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 800 $19.7K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $19.7K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,320 $19.2K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 778 $19.1K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 775 $19.1K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 771 $19K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 740 $18.2K 0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 709 $17.4K <0.01% +621 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 700 $17.2K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 695 $17.1K 0.05% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 688 $16.9K <0.01% -81 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 681 $16.8K <0.01% +77 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 665 $16.4K <0.01% -600 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 665 $16.4K <0.01% +34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 600 $16.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 626 $15.4K 0.01% +47 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 600 $14.8K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 566 $13.9K <0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 563 $13.8K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 561 $13.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 560 $13.8K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 554 $13.6K <0.01% +32 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 566 $13.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 533 $13.1K 0.01% +23 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 502 $12.3K <0.01% -100 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 500 $12.3K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 500 $12.3K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 500 $12.3K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 500 $12.3K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 494 $12.2K <0.01% -3,260 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 483 $11.9K 0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 459 $11.3K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 428 $10.5K <0.01% -600 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 421 $10.4K 0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 415 $10.2K 0.01% +25 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 409 $10.1K <0.01% +29 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 404 $9.94K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 397 $9.77K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 374 $9.31K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 376 $9.25K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 366 $9K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 377 $9K <0.01% +3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 365 $8.98K 0.01% -105 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 359 $8.83K <0.01% +39 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 355 $8.73K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 352 $8.66K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 350 $8.61K -20,856 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 350 $8.61K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 342 $8.41K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 337 $8.29K <0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 333 $8.19K 0.01% +60 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 331 $8.14K <0.01% +175 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 319 $7.85K <0.01% -26 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 283 $7.63K <0.01% +34 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 307 $7.55K <0.01% -152 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $7.38K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 298 $7.33K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 297 $7.22K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 293 $7.21K <0.01% +11 13F-HR Timeline Kozak & Associates, Inc. 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