TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,771 $861K 0.59% +33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,771 $861K 0.2% -35 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,769 $859K 0.1% +368 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,768 $859K 0.65% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,764 $857K 0.23% -133 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,763 $857K 0.56% +193 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,756 $853K 0.15% +3 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,755 $853K 0.32% +25 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,755 $853K 0.65% 13F-HR/A Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,752 $851K 0.66% -205 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,752 $851K 0.06% +60 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,750 $851K 0.04% -33 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,746 $848K 0.7% +2 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,729 $841K <0.01% +19 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,729 $840K 0.05% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,806 $838K 0.18% +4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,722 $837K 0.14% -1,048 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,719 $835K 0.06% +98 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,712 $832K 0.49% +92 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for MIdWestOne Financial Group, Inc. 1,703 $828K 0.12% -100 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,700 $826K 0.33% -74 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,696 $824K 0.17% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,696 $824K 0.2% -42 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,688 $820K 0.2% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,685 $819K 0.19% +96 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,678 $815K 0.39% +9 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,678 $815K 0.03% +13 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,677 $815K 0.23% +100 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,740 $815K 0.16% -210 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,676 $814K 0.07% +442 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,674 $814K 0.05% +696 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 1,672 $812K 0.51% +43 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,670 $812K 0.21% -65 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,669 $811K 0.02% -31 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,668 $810K 0.1% -32 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,663 $808K 0.09% +947 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,662 $808K 0.09% 0 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 1,680 $807K 0.01% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,660 $807K 0.17% -96 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,659 $806K 0.17% +41 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,657 $805K 0.06% +780 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,655 $804K 0.03% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,652 $803K <0.01% -2 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,652 $803K 0.13% +137 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,647 $800K 0.37% +29 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,707 $800K 0.03% +69 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,646 $800K 0.35% -63 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,646 $800K 0.06% +408 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,632 $800K 0.02% +19 13F-HR Timeline Group Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,639 $796K 0.7% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,635 $795K 0.32% -21 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,630 $792K 0.08% +593 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,626 $790K 0.75% 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,611 $788K 0.53% 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,620 $787K 0.62% -15 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,620 $787K 0.13% -1,250 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,615 $785K 0.22% -2 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,616 $782K 0.3% -164 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,608 $782K 0.18% +9 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,607 $781K 0.61% 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,600 $778K 0.74% 13F-HR/A Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,600 $777K 0.26% +12 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,600 $777K 0.84% 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,595 $775K 0.07% -161 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,606 $774K 0.62% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,592 $773K 0.36% -139 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,590 $772K 0.23% +8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,588 $772K 0.11% +750 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,586 $771K 0.04% -643 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,581 $768K 0.08% -83 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,584 $767K 0.27% -153 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,577 $766K 0.38% +5 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,568 $762K 0.06% -8 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,565 $761K 0.08% -279 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,565 $761K 0.23% -64 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,564 $760K +959 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,561 $759K 0.12% +13 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,561 $759K 0.58% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,558 $757K 0.29% +1,207 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,556 $756K 0.35% -17 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,550 $753K 0.36% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,548 $752K 0.32% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,547 $752K 0.26% -683 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,546 $751K 0.3% -116 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,545 $751K 0.23% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 1,545 $751K 0.18% +233 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,543 $750K 0.18% -52 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,541 $749K 0.48% +6 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,553 $748K 0.04% -13 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,528 $742K 0.12% -32 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,490 $740K 0.42% +13 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,523 $740K 0.23% -4 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,523 $740K 0.13% +38 13F-HR/A Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,522 $739K 0.4% +52 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,521 $739K <0.01% -16 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,511 $734K 0.18% -261 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,509 $733K 0.49% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,504 $731K 0.2% -36 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,503 $730K 0.15% -2,779 13F-HR Timeline American Trust More: the full row for American Trust 1,501 $729K 0.06% -52 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,498 $728K 0.06% -334 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,497 $728K 0.06% +40 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,497 $727K 0.14% +195 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,495 $726K 0.03% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,494 $726K 0.17% -19 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,491 $725K 0.13% 0 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 1,491 $725K 0.25% -80 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,237 $723K 0.38% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,486 $722K 0.05% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. 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More: the full row for Westside Investment Management, Inc. 1,463 $711K 0.15% -12 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,453 $706K 0.36% -89 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,452 $705K 0.23% +198 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,450 $705K 0.02% +39 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,450 $705K 0.47% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,450 $705K 0.09% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,450 $704K 0.24% +80 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,434 $697K 1.03% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,433 $696K 0.12% +48 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,429 $694K 0.34% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,426 $693K 0.06% +17 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,425 $692K 0.05% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,420 $686K 0.69% -36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,410 $685K 0.19% -67 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,404 $682K 0.05% -149 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,368 $665K 0.42% -7 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,367 $664K 0.05% +179 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,367 $664K 0.13% +6 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,367 $664K 0.2% -164 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,365 $663K 0.39% +66 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,133 $663K 0.39% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,363 $662K 0.05% +490 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,363 $662K 0.09% +75 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,360 $661K 0.21% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,358 $660K 0.16% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,358 $660K 0.06% -44 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,356 $659K 0.06% -10 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,355 $658K 0.47% +10 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 1,468 $658K 0.44% -163 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,354 $658K 0.02% -1 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,353 $658K 0.15% -203 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,352 $657K 0.13% +241 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,351 $657K 0.57% +17 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,350 $656K 0.14% -432 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,350 $656K 0.26% 0 13F-HR Timeline CWC Advisors, LLC. 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More: the full row for Steigerwald, Gordon & Koch Inc. 1,333 $648K 0.07% -20 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,332 $647K 0.43% +597 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,331 $647K 0.15% -42 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,136 $645K 0.22% +2 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,328 $645K 0.18% -23 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,326 $644K 0.46% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,325 $644K 0.24% -5 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,322 $642K 0.3% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,322 $642K 0.01% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,320 $642K 0.13% +534 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,320 $641K 1.06% -36 13F-HR/A Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,318 $640K 0.06% -41 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,317 $640K 0.46% -76 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,316 $639K 0.04% -14 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,312 $638K 0.29% -15 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,312 $637K 0.16% -87 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,312 $637K 0.54% 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,310 $637K 0.13% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,308 $636K 0.03% -42 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,302 $633K 0.11% -25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,296 $630K 0.01% +153 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,295 $630K 0.17% +113 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,295 $629K 0.65% +50 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,295 $629K 0.06% -83 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,290 $627K 0.07% +9 13F-HR Timeline