CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 10,027 $575K 0.16% -2,997 13F-HR Timeline Group Savoie Capital LLC More: the full row for Savoie Capital LLC 10,000 $574K 0.07% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 9,800 $562K 0.04% +5,170 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,723 $558K 0.04% +2,934 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 9,638 $553K 0.03% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,624 $552K 0.03% +6,925 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,540 $547K 0.01% -100,181 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,491 $544K 0.13% -2,445 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,483 $544K 0.02% -1,278 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,487 $542K 0.05% +84 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,357 $537K 0.05% -50 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 9,280 $532K 0.49% 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 9,230 $529K 0.29% -35,446 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,229 $529K <0.01% -5,659 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,198 $528K 0.01% -378 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 9,188 $527K 0.14% -128 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 9,160 $525K 0.02% 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 9,139 $524K 0.01% -7,814 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,894 $520K 0.08% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,413 $520K 0.03% -2,123 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,017 $517K 0.04% +35 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,999 $516K 0.01% -68 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,687 $509K 0.03% -62 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,817 $506K 0.05% -300 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 7,392 $504K 0.37% +217 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 8,739 $501K 0.05% +1,934 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,738 $501K 0.16% +57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1248 Management, LLC More: the full row for 1248 Management, LLC 8,729 $501K 0.22% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,712 $500K <0.01% 0 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,696 $499K 0.03% 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 8,696 $497K 0.01% -1,718 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,568 $491K 0.28% -317 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,442 $484K <0.01% +171 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,440 $484K 0.01% -2,006 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,400 $482K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,373 $480K 0.02% -2,544 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,285 $475K <0.01% -29,604 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,282 $475K 0.01% +5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,210 $471K 0.12% -120 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,154 $468K 0.04% +345 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 8,148 $467K 0.37% -785 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,089 $464K 0.01% +3,232 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,084 $464K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 8,038 $461K 0.31% 13F-HR Timeline INVESTOR AB More: the full row for INVESTOR AB 8,000 $459K 0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,928 $455K 0.06% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,896 $453K 0.03% -604 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,855 $450K 0.01% -805 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,850 $450K 0.01% -2,680 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,682 $448K 0.01% +2,705 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,756 $444K 0.03% -2,583 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,695 $441K 0.17% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,688 $441K 0.05% -897 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,458 $428K 0.02% -722 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 7,443 $427K 0.01% -48,035 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 7,441 $427K 0.22% -951 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,433 $426K 0.08% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,356 $422K 0.03% -1,300 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,357 $422K 0.01% +104 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,329 $420K 0.04% -2,546 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,214 $414K 0.01% -817 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,192 $412K 0.03% +2,983 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,181 $412K 0.03% -828 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 7,160 $411K 0.15% +2,303 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 7,105 $407K 0.01% -236,395 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 7,094 $407K 0.07% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,084 $406K 0.06% -7 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,066 $405K 0.03% -3,375 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,058 $405K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,016 $402K 0.02% -100 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,964 $398K 0.13% 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,923 $397K 0.01% +135 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 6,900 $396K 0.02% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,859 $393K 0.01% +305 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,848 $393K 0.01% -348 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 6,771 $388K 0.05% -221 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,759 $388K 0.09% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,749 $387K 0.01% -2,577 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 6,719 $385K 0.27% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,714 $385K 0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,700 $384K 0.08% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,477 $379K <0.01% +1,275 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,578 $377K 0.05% -324 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,553 $376K 0.08% -7,631 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 6,506 $373K 0.17% -500 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,481 $372K 0.03% -165 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 6,463 $371K 0.27% -1,911 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,450 $370K 0.07% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,434 $369K 0.02% -15,474 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 6,413 $368K 0.01% -1,025 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,412 $368K 0.06% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,365 $365K 0.03% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,347 $364K 0.28% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,337 $363K 0.02% -3,608 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,332 $363K 0.06% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,316 $362K 0.04% -592 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,295 $361K 0.01% -6,120 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,260 $359K <0.01% -1,854 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,222 $357K <0.01% +2,348 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,158 $353K <0.01% +636 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 6,155 $353K 0.05% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,150 $353K 0.01% -3,001 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,097 $350K 0.01% -6,934 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 6,070 $348K 0.05% +1,187 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,063 $348K 0.3% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,114 $345K 0.16% 0 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 6,000 $344K 0.18% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,993 $344K 0.03% -330 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 5,780 $331K 0.26% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,766 $331K 0.04% -3,491 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,726 $328K <0.01% -1,684 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 5,708 $327K 0.13% -537 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,676 $326K 0.02% -22,803 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,674 $325K 0.01% -945 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,670 $325K 0.03% -2,691 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,579 $323K 0.01% +340 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,629 $323K 0.03% -45 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,600 $321K 0.11% +2,102 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,549 $318K <0.01% +1,059 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,525 $317K 0.07% -3,347 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,505 $316K 0.02% -244 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,461 $313K 0.15% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,446 $312K 0.09% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,426 $312K 0.05% 0 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 5,437 $312K 0.17% -2,477 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,384 $309K 0.01% +1,945 13F-HR/A Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,373 $308K 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,372 $308K 0.01% +349 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,361 $307K 0.01% +194 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,343 $306K 0.04% +734 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,328 $306K 0.02% -784 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,311 $305K 0.01% +732 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,254 $301K <0.01% +154 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,235 $300K 0.12% -125 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,231 $300K 0.04% +317 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,169 $296K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,158 $296K 0.03% -2,357 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,145 $295K 0.04% +1,215 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,092 $292K 0.02% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,054 $290K 0.01% -11,399 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,028 $288K 0.01% +132 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,891 $280K 0.02% +813 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,879 $280K 0.01% -675 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 4,865 $279K 0.1% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,847 $278K 0.12% -120 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,824 $277K 0.02% +39 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,816 $276K 0.1% +1,152 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,800 $275K 0.02% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,767 $273K 0.03% +33 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,766 $273K 0.01% -1,237 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,766 $273K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,728 $271K 0.01% -1,302 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,713 $270K <0.01% +437 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,708 $270K 0.23% +944 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,688 $269K 0.11% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,680 $268K -2,635 Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,676 $268K 0.02% 0 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,660 $267K 0.15% +871 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,653 $267K <0.01% -595 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,644 $266K 0.12% -3,169 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,616 $265K 0.12% +1,875 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,580 $263K <0.01% +122 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,554 $261K 0.15% +86 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,554 $261K 0.03% -1,100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,551 $261K <0.01% +100 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,547 $261K 0.2% +827 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,540 $260K 0.08% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,146 $259K 0.02% -10 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,476 $257K 0.13% -938 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,471 $256K 0.03% -456 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,430 $254K 0.04% -282 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,420 $253K 0.01% +827 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,392 $252K 0.01% -1,036 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,365 $250K 0.01% -134 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,380 $250K 0.03% +544 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,362 $250K 0.13% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,359 $250K 0.02% -340 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,304 $247K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,298 $246K 0.02% +442 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,284 $246K 0.02% +1,075 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,263 $244K 0.19% 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,216 $242K 0.04% -62 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,215 $242K <0.01% -10,207 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,208 $241K 0.01% +8 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,194 $241K 0.03% -8,733 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,178 $240K 0.03% -230 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,176 $239K 0.04% +312 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,175 $239K 0.03% -7,392 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,170 $239K 0.07% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,161 $239K 0.01% -892 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,153 $238K <0.01% +452 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,142 $238K 0.02% -5,555 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,095 $235K 0.02% +3 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,093 $235K 0.01% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,086 $234K 0.02% -1,063 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,077 $234K 0.01% -2,115 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,955 $228K 0.1% -13 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,966 $227K 0.03% -598 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,962 $227K 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,960 $227K <0.01% +80 13F-HR Timeline