CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,456 $3.38M 0.3% -402 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,454 $3.38M 0.95% +167 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 13,392 $3.37M 0.4% +296 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,364 $3.36M 0.63% -223 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,893 $3.36M 0.08% -57 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 13,347 $3.35M 1.18% -160 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 13,306 $3.34M 0.39% -234 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,213 $3.32M 0.56% +991 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 13,198 $3.32M 0.63% -197 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,125 $3.3M 1.25% -39 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,108 $3.29M 0.03% -287 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,106 $3.29M 0.13% -29 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,980 $3.26M 0.67% -34 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,976 $3.26M 0.2% -386 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,973 $3.26M 1.25% -303 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,866 $3.23M 0.63% +252 13F-HR Timeline United Bank More: the full row for United Bank 12,817 $3.22M 1.12% +693 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 12,791 $3.21M 1.73% +416 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,039 $3.21M 0.29% +299 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,737 $3.2M 0.02% -252 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,727 $3.2M 0.11% +1,809 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,698 $3.19M 0.37% -587 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,659 $3.18M 0.22% -351 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,659 $3.18M 0.1% -2 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 12,604 $3.17M 0.06% +2,451 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,588 $3.16M 0.32% +464 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,570 $3.16M 0.49% +8,266 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,936 $3.15M 0.07% -284 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,441 $3.13M 0.59% +477 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 12,394 $3.11M 0.3% -4,029 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,366 $3.11M 0.44% 0 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,344 $3.1M 0.53% +231 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,324 $3.1M 0.07% +251 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,312 $3.09M 0.14% -804 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,210 $3.07M 0.82% -131 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,160 $3.06M 0.49% +1,826 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,125 $3.05M 0.04% +376 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,117 $3.04M 0.17% +6,637 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 12,076 $3.03M 0.03% +4,179 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,069 $3.03M 0.05% +3,579 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,041 $3.03M 1.24% -3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,958 $3.01M 0.11% +5,300 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,950 $3M 0.09% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,946 $3M 0.13% -60 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 11,931 $3M 0.09% -5,119 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,928 $3M 0.08% +2,940 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,864 $2.98M 0.08% +1,178 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,837 $2.97M 0.64% -16 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 11,814 $2.97M 0.76% +1,885 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,697 $2.94M 0.45% -175 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,684 $2.94M 0.11% +604 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 11,681 $2.94M 0.02% new 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 11,628 $2.92M 0.83% -704 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,595 $2.91M 0.72% -275 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,590 $2.91M 0.36% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,582 $2.91M 0.89% +160 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,576 $2.91M 0.91% -149 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,554 $2.9M 0.07% +853 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,536 $2.9M 0.07% +235 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,494 $2.89M 1.01% -22 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,469 $2.88M 0.03% +285 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,403 $2.87M 0.07% +187 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 11,383 $2.86M 0.54% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,308 $2.84M 0.34% -18 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,264 $2.83M 0.04% -271 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,260 $2.83M 0.05% +69 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,225 $2.82M 0.28% -774 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 11,214 $2.82M 0.61% -209 13F-HR Timeline SOROS FUND MANAGEMENT LLC group of 2 filers holding More: the full row for SOROS FUND MANAGEMENT LLC 11,195 $2.81M -26,131 Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,158 $2.81M 3% +120 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,850 $2.79M -414 Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,076 $2.78M 0.06% -648 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,039 $2.77M 1.25% -201 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,029 $2.77M 1.6% -160 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 11,008 $2.77M 0.05% -16 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,006 $2.77M 0.58% -185 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,387 $2.76M 0.21% +190 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,994 $2.76M 0.03% +245 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 11,200 $2.76M 0.17% -4,765 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,978 $2.76M 0.12% -983 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,964 $2.76M 0.05% -830 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 10,936 $2.75M 0.13% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,858 $2.73M 0.81% -130 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,848 $2.73M 0.31% +21 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,822 $2.72M 0.31% -334 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 10,798 $2.71M 0.53% +1 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 10,770 $2.71M -491 Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,738 $2.7M 0.58% -683 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,736 $2.7M 0.14% +244 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,727 $2.7M 0.17% +125 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 10,727 $2.7M 0.07% +9,073 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,710 $2.69M 0.16% +119 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,637 $2.67M 0.19% +1,677 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,615 $2.67M 0.15% -5,635 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 10,522 $2.67M 0.12% +2,790 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,601 $2.66M 0.03% -323 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 10,573 $2.66M 0.32% +652 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,564 $2.65M 1.35% -440 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,545 $2.65M 0.1% +914 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,538 $2.65M 0.96% +6,320 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,504 $2.64M 0.4% -2,897 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,500 $2.64M 0.2% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,500 $2.64M 1.13% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,484 $2.63M 0.05% -256 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 10,477 $2.63M 1.41% -117 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,451 $2.63M 0.1% -250 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,443 $2.62M 0.14% +2,152 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,433 $2.62M 0.44% -6,479 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,424 $2.62M 0.72% -1,619 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,413 $2.62M 0.04% -2 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,402 $2.61M 0.32% -740 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,395 $2.61M 0.14% +865 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10,388 $2.61M 1.4% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,360 $2.6M 0.68% +2 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,341 $2.6M 0.45% +93 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,300 $2.59M 0.09% +8,919 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,251 $2.58M 0.56% -196 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,248 $2.58M 1.11% -579 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,182 $2.56M 0.14% +1,562 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,178 $2.56M 0.06% -613 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,180 $2.56M 4.86% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 10,167 $2.56M 0.06% +6,754 13F-HR/A Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10,157 $2.55M 0.33% -100 13F-HR/A Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,156 $2.55M 1.02% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,057 $2.53M 0.69% +130 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,048 $2.53M 0.04% +885 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,037 $2.52M 0.72% -333 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.51M 0.3% 0 13F-HR Timeline EMG Holdings, L.P. in group EMG Holdings, L.P. More: the full row for EMG Holdings, L.P. 10,000 $2.51M 2.68% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,947 $2.5M 0.11% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,868 $2.48M 1.2% +724 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,805 $2.46M 0.16% -307 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,799 $2.46M 0.15% +4,733 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,798 $2.46M 0.19% +558 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,773 $2.46M 0.08% -140 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,647 $2.44M 0.15% +3,441 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 9,725 $2.44M 1.86% -554 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 9,640 $2.42M 0.77% +1,540 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,595 $2.41M 0.07% -150 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,567 $2.4M 0.07% +2,517 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,553 $2.4M 0.26% +730 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,513 $2.39M 0.17% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,495 $2.39M 0.17% +495 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,479 $2.38M 0.28% +135 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,461 $2.38M 0.09% -4,268 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,460 $2.38M 0.47% -130 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,443 $2.37M 0.25% -197 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,411 $2.37M 0.2% +328 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,392 $2.36M 0.2% -3 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,335 $2.35M 1.01% +34 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,313 $2.34M 0.93% -63 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,304 $2.34M 0.06% new 13F-HR/A Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 9,273 $2.33M 0.39% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,250 $2.33M 0.67% +1,000 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,231 $2.32M 0.06% +32 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,231 $2.32M 0.05% -301 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,200 $2.31M 0.63% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,151 $2.3M 0.36% 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 9,141 $2.3M 1.05% -8,904 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 9,123 $2.29M 0.53% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,088 $2.28M 0.19% +142 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,079 $2.28M 0.32% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,075 $2.28M 0.07% +1,359 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 9,022 $2.27M 1.71% -57 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 8,987 $2.26M 0.31% -203 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,982 $2.26M 0.24% +27 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 8,949 $2.25M 0.79% -150 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,947 $2.25M 0.17% +152 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 8,933 $2.24M 1.14% +373 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,881 $2.23M 0.2% +37 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,862 $2.23M 0.25% +19 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,809 $2.21M 0.7% +305 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 8,803 $2.21M 1.01% +2,396 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,770 $2.2M 0.22% -760 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,744 $2.2M 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAILARD, INC. More: the full row for BAILARD, INC. 8,741 $2.2M 0.05% +1,042 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,741 $2.2M 0.13% -363 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,709 $2.19M 0.07% -199 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,686 $2.18M 0.16% -7 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,668 $2.18M 0.18% -386 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,634 $2.17M 0.47% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,622 $2.17M 0.14% +99 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,615 $2.17M 0.74% +29 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,609 $2.16M 0.17% +5 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 8,745 $2.16M +546 Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,569 $2.15M 0.16% +548 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,565 $2.15M 0.26% 0 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,560 $2.15M 0.13% -310 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,548 $2.15M 0.11% -1,739 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,542 $2.15M 0.08% +57 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,523 $2.14M 0.63% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,523 $2.14M 1.16% -55 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,496 $2.14M 0.07% +140 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,481 $2.13M 0.35% -333 13F-HR/A Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,480 $2.13M 0.32% -1 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 8,426 $2.12M 0.67% -147 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,428 $2.12M 0.99% -41 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 8,375 $2.1M 0.23% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,335 $2.09M 0.05% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,325 $2.09M 1.11% +92 13F-HR Timeline