Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,389 $635K +372 Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,433 $633K 0.09% +61 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,428 $632K 0.04% -289 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,419 $630K 0.16% +7 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,410 $627K 0.56% -255 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,399 $624K 0.05% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,391 $622K <0.01% -439 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,386 $621K 0.06% +905 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,373 $618K 0.03% +710 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,354 $613K 0.6% +1 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,340 $609K +1,224 Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,339 $609K +129 Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,335 $608K 0.01% -4,169 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,330 $606K 0.19% -10 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,319 $604K 0.07% -123 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,318 $603K 0.21% +65 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 2,317 $603K 0.57% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,305 $600K 0.06% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,302 $599K 0.26% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,300 $599K 0.15% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,290 $596K 0.09% -2,890 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,280 $593K 0.57% +34 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,279 $593K 0.1% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,267 $590K 0.38% -30 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,263 $589K 0.02% +18 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,250 $586K 0.41% -100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,233 $584K 0.03% +807 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,233 $581K 0.1% +944 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,230 $580K 0.01% +2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,227 $580K 0.11% +541 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,223 $579K 0.12% -273 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,330 $578K 0.19% -2,590 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,219 $578K 0.05% +13 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,219 $577K 0.15% -55 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,218 $577K 0.04% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,218 $577K 0.52% +924 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,205 $574K 0.55% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,200 $573K 0.06% -100 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,198 $572K 0.04% -348 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,196 $572K 0.15% -99 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,190 $570K 0.02% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,189 $570K 0.24% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,185 $569K 0.2% -25 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,178 $567K 0.53% +112 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,174 $566K 0.48% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,174 $566K 0.01% +9 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,166 $564K 0.08% new 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,150 $560K 0.22% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,150 $560K 0.03% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,149 $559K 0.04% +235 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,146 $559K 0.14% -66 13F-HR Timeline SWS Partners More: the full row for SWS Partners 2,130 $558K 0.14% +12 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,065 $557K 0.41% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,136 $556K 0.02% -106 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,135 $556K 0.5% +8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,115 $551K 0.68% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,131 $550K 0.02% +529 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,112 $550K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,112 $550K 0.01% -23 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,112 $550K 0.01% +68 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,107 $548K 0.03% +58 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,110 $548K 0.05% +127 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,106 $548K 0.07% +30 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,106 $548K 0.01% +19 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,100 $547K 0.09% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,095 $545K 0.01% -151 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,092 $545K 0.24% -120 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,074 $540K 0.01% +642 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,069 $539K 0.04% -105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,068 $538K 0.17% -231 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,064 $537K 0.04% +1 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,063 $537K 0.24% -50 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,054 $535K 0.02% -2,096 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,035 $533K 0.27% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,048 $533K 0.01% -272 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,043 $532K 0.02% +109 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,039 $531K 0.02% +375 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,033 $529K 0.14% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,018 $525K 0.01% +905 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,007 $522K 0.01% -106 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,000 $521K <0.01% -1,015 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,000 $521K 0.11% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,000 $521K 0.43% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,998 $520K 0.11% +135 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,985 $520K 0.09% +1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,997 $520K 0.06% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,988 $517K 0.06% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,987 $517K 0.02% +30 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,000 $516K 0.03% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,979 $515K 0.06% -366 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,978 $515K 0.02% -41 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,978 $515K 0.06% +49 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,977 $515K 0.1% -39 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,975 $514K 0.07% -200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,969 $513K 0.06% +4 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 1,964 $511K 0.01% 0 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 1,958 $510K 0.44% -26 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,945 $509K 0.06% -390 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,957 $509K 0.41% +72 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,955 $509K 0.23% -35 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,953 $509K 0.02% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,947 $507K 0.02% -219 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,932 $503K 0.35% -12 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,928 $502K 0.18% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,914 $498K 0.12% +16 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,914 $498K 0.05% -600 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,914 $498K <0.01% -100 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,909 $497K 0.07% +795 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,908 $497K 0.1% +123 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,906 $496K 0.05% +16 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $495K 0.36% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,893 $493K 0.13% +73 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,813 $492K 0.06% +722 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,871 $487K 0.15% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,869 $486K 0.26% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,859 $484K 0.13% -65 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,857 $483K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,857 $483K 0.04% +553 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,853 $482K 0.12% +2 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,850 $482K 0.05% 0 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,843 $480K 0.11% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,842 $480K 0.02% +16 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,842 $479K 0.01% +58 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,840 $479K 0.03% -30 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,834 $477K 0.02% +76 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,823 $475K 0.04% +147 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,823 $475K 0.06% -109 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,821 $474K 0.06% -20 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,816 $473K 0.02% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,800 $471K 0.13% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,810 $471K 0.09% +21 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,806 $470K 0.07% -79 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 1,801 $469K 0.65% -3 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,801 $469K 0.01% +11 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,796 $467K 0.18% -273 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,791 $466K 0.21% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,787 $465K 0.13% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,780 $463K 0.07% +33 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,778 $463K 0.08% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,776 $462K 0.03% -119 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,775 $462K 0.05% -51 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,769 $460K 0.05% -85 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,769 $460K 0.08% +416 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,758 $458K 0.02% -280 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,750 $456K 0.03% -142 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,677 $452K 0.09% -3 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,734 $451K 0.07% +91 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,733 $451K 0.06% +175 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,746 $451K 0.1% -4 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,732 $451K 0.04% +70 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,730 $450K 0.05% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,727 $450K 0.13% -335 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,733 $449K 0.01% +35 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,725 $449K 0.04% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,725 $449K 0.04% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,717 $447K 0.12% +1 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,714 $446K 0.06% +25 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,710 $445K 0.43% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,706 $444K 0.14% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,702 $443K 0.02% new 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,700 $442K 0.02% -34 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,694 $441K 0.12% -25 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,691 $440K 0.07% -1,805 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,679 $437K 0.01% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,675 $436K 0.02% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,670 $435K 0.02% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,668 $434K 0.32% +233 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,666 $434K 0.03% +129 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,654 $431K 0.02% +296 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,639 $427K 0.05% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,635 $425K 0.4% +65 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,629 $424K 0.24% +32 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,637 $422K 0.03% +156 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,621 $422K 0.03% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,618 $421K 0.1% +4 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,604 $420K 0.21% +98 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,610 $419K 0.09% -13 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,603 $417K 0.06% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,601 $417K 0.18% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,600 $416K 0.08% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,600 $416K 0.32% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,595 $415K 0.24% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,593 $415K 0.05% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,591 $414K 0.02% +13 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,590 $414K 0.12% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,588 $413K 0.05% +1 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,585 $413K 0.23% -56 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,581 $412K 0.12% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,579 $411K 0.02% -9 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,578 $411K 0.08% +51 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,575 $410K 0.1% -45 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,574 $410K 0.4% +700 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,518 $409K 0.11% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,572 $409K 0.05% +881 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,570 $409K 0.07% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,567 $408K 0.07% +31 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,564 $407K 0.02% +1 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,556 $405K 0.09% -2 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,555 $405K 0.34% -425 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,552 $404K 0.19% 0 13F-HR Timeline