STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,750 $875K 0.04% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,744 $873K 0.47% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,730 $870K 0.09% +160 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,724 $869K 0.25% +1 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,722 $868K 0.18% +330 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,714 $866K 0.39% +12 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,709 $865K 0.02% -4,364 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,705 $864K 0.28% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,700 $863K 0.15% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,700 $863K 0.78% +446 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,674 $857K 0.51% +70 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,666 $855K 0.14% +2 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,664 $855K 0.14% +32 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,650 $851K 0.77% +2,471 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,649 $851K 0.08% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,640 $849K 0.63% -400 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,630 $847K 0.06% -1,848 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,627 $846K 0.36% -495 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,623 $845K 0.09% +540 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,622 $845K 0.03% -118 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,605 $841K 0.06% +186 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,602 $840K 0.55% -416 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,600 $840K 0.03% new 13F-HR Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,600 $840K 0.01% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,592 $839K 0.1% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,583 $836K 0.12% -4,703 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,571 $833K 0.92% -23 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,564 $831K 0.04% -522 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,559 $830K 0.23% -213 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,533 $824K -8,154 Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,531 $824K 0.11% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,525 $822K 0.37% -4 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,521 $821K 0.03% +613 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,520 $821K 0.02% -337 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,513 $819K 0.08% +70 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,515 $819K 0.23% -392 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,511 $819K 0.15% -177 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,500 $816K 0.35% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,485 $813K 0.03% +64 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,472 $810K 0.24% -159 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,470 $809K 0.11% -101 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,466 $808K 0.31% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,454 $805K 0.2% -561 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,453 $805K 0.37% +31 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,440 $802K 0.46% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,429 $800K 0.02% +34 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,422 $798K 0.39% -101 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,421 $798K -2,694 Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,421 $798K 0.87% -189 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,418 $797K 0.05% -50 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,414 $796K 0.07% +684 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,413 $796K 0.03% +715 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,412 $796K 0.05% +398 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,400 $793K 0.16% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,394 $791K 0.02% -595 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,392 $791K 0.13% +61 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,389 $790K 0.35% +2,180 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,385 $789K 0.42% -264 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,194 $788K 0.55% -678 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,376 $787K 0.04% +826 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,541 $787K 0.21% -702 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,365 $785K 0.06% -64 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,358 $783K 0.13% +1,700 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,357 $783K 0.25% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,424 $782K 0.35% -308 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,341 $779K 0.15% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,338 $778K 0.08% +186 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,332 $777K 0.07% -856 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,332 $777K 0.31% -3 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,305 $771K 0.1% +192 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,294 $768K 0.25% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,292 $768K 0.07% -36 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,286 $766K 0.25% +60 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,286 $766K 1.06% +2,316 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,475 $766K 0.09% +9 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,282 $765K 0.18% -89 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,280 $765K 0.08% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,275 $764K 0.93% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,265 $761K 0.27% -77 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,252 $758K 0.09% -250 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,252 $758K 0.1% -756 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,244 $757K 0.01% +50 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3,242 $756K 0.47% -675 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,417 $756K 0.31% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,235 $754K 0.21% -72 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,223 $752K 0.78% +2 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,219 $751K 0.6% +1 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,212 $749K 0.5% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,211 $749K 0.27% -85 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,201 $747K 0.67% +265 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,195 $745K 0.13% +25 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,192 $744K 0.12% -365 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,168 $739K 0.11% +11 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,167 $739K 0.06% -60 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,155 $736K 0.19% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,155 $736K 0.01% 0 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,139 $732K 0.21% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,137 $732K 0.65% -357 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,124 $729K 0.07% +1,313 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,096 $725K 0.06% -162 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 3,106 $724K 0.26% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,101 $723K 0.07% +818 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,100 $723K 0.52% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,099 $723K 0.05% +1,670 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,098 $723K 0.38% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,097 $722K 0.39% +348 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,086 $720K 0.19% +32 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,073 $719K 0.24% -159 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,083 $719K 0.02% +100 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,080 $718K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,073 $717K 0.15% -25 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 3,069 $716K 0.54% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,067 $715K 0.12% -4 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,060 $714K 0.01% new 13F-HR/A Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,060 $714K 0.21% -25 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,055 $713K <0.01% -362 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,053 $712K 0.02% -69 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,050 $711K 0.37% -216 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,047 $711K 0.02% +355 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,046 $710K 0.1% +6 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,045 $710K 0.22% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,035 $708K 0.03% -102 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,020 $708K 0.26% +159 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,033 $707K 0.45% -1,950 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,024 $705K 0.08% -50 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,011 $702K 0.45% -5,109 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,141 $702K 0.57% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,008 $701K 0.07% -692 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,005 $701K 0.13% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,998 $699K 0.07% -9 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,991 $698K 0.29% +1,554 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,987 $697K 0.21% +18 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,982 $694K 0.83% +217 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,973 $693K 0.46% +666 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,971 $693K 0.09% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,960 $690K 0.56% -34 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,951 $688K 0.14% -233 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,949 $688K 0.17% +80 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,949 $688K 0.55% +89 13F-HR Timeline City State Bank More: the full row for City State Bank 2,946 $687K 0.23% -80 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,944 $687K 0.21% +30 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,940 $686K 0.45% +150 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,939 $685K 0.02% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,929 $683K 0.06% +21 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,925 $682K 0.11% -84 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,918 $681K 0.44% +197 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,918 $681K 0.09% -62 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,916 $680K 0.49% +753 13F-HR/A Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,912 $679K 0.05% -50 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,911 $679K 0.54% +235 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,911 $679K 0.22% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,903 $677K 0.18% +106 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,897 $676K 0.32% -24 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,894 $675K 0.23% -2 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,884 $673K 0.18% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,868 $669K 0.18% +101 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,867 $669K 0.13% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,988 $667K 0.06% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,860 $667K 0.04% -208 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,858 $667K 0.31% +2 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,850 $665K 0.14% +71 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,845 $664K 0.29% -619 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,841 $663K 0.23% -232 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,895 $661K 0.1% -75 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,833 $661K 0.26% -113 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,831 $660K 0.42% +247 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,824 $659K 0.15% -68 13F-HR/A Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,824 $659K 0.18% +1,067 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,820 $658K 0.05% -135 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 2,813 $656K 0.29% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,809 $655K 0.05% +23 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,809 $655K 0.44% -13 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,798 $652K 0.02% +125 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,796 $652K 0.07% -184 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,792 $651K 0.22% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,786 $650K 0.06% +71 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,786 $650K 0.25% -36 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,781 $649K 0.13% -38 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,900 $648K 0.02% -62 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,775 $647K 0.11% -485 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,770 $646K 0.06% -420 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,763 $644K 0.31% +50 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,742 $640K 0.42% -175 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,741 $639K 0.06% +5 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,740 $639K 0.05% +205 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,735 $638K 0.02% -124 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,714 $633K 0.02% -78 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,713 $633K 0.27% +800 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,713 $633K 0.16% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,709 $632K 0.08% +1,752 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,703 $630K 0.01% -463 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,698 $629K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,843 $626K 0.12% +14 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,686 $626K 0.43% -680 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,685 $626K 0.19% -4 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,680 $625K 0.15% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,673 $623K 0.04% -20 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,672 $623K 0.09% +1,739 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,670 $623K 0.04% -55 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,656 $619K 0.08% -2,770 13F-HR Timeline