GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,550 $716K 0.13% +300 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,485 $711K 0.1% +503 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,456 $709K 0.06% -1,220 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 10,447 $709K 0.26% -377 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,445 $709K 0.05% -410 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,438 $708K 0.7% -138 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,437 $708K 0.05% -2,917 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,393 $705K 0.03% -2,066 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 10,367 $703K 0.04% +513 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 10,350 $702K 0.59% -2,200 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,339 $702K 0.26% +740 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,316 $700K 0.06% -4,212 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,235 $699K 0.03% -170 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 10,280 $698K 0.29% -9,962 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,261 $696K 0.02% +9,193 13F-HR Timeline Group CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 10,253 $696K 0.08% +74 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 10,253 $696K 0.01% +525 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 10,249 $695K 0.05% +4,603 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,194 $692K 0.19% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,189 $691K 0.03% -556 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,184 $691K 0.07% +1,360 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,164 $689K 0.06% +10,149 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,463 $685K 0.02% -421 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,086 $684K 0.41% -17,855 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,005 $679K 0.04% +1,721 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,967 $676K 0.68% +3,561 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 9,943 $675K 0.05% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,810 $666K 0.1% +1,031 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,788 $664K 0.03% +1,346 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,724 $660K 0.03% +3,950 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,713 $659K 0.07% -3,985 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,681 $657K 0.18% -9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,681 $657K 0.02% +942 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,655 $655K 0.12% +358 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9,632 $654K 0.16% -1,822 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 9,596 $651K 0.3% -41,415 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,586 $650K 0.03% -1,491 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,547 $648K 0.34% -259 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,503 $645K 0.04% -579 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,499 $645K 0.33% +1,698 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,477 $643K 0.03% -295 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,440 $640K 0.01% +5,377 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,428 $640K 0.18% -123 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,426 $640K 0.04% -21 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,328 $633K 0.02% +332 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,240 $631K 0.04% +1,439 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,303 $631K 0.25% +664 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,247 $627K 0.23% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,214 $625K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,211 $625K 0.06% -5,532 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,165 $622K 0.02% -2,038 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,151 $621K 0.04% +450 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9,112 $618K 0.3% -50 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,023 $612K 0.04% -519 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 9,000 $611K 0.29% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,990 $610K 0.14% -1,836 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,979 $609K 0.27% +2,474 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 8,973 $609K 0.09% +552 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,954 $608K 0.05% -149 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,954 $608K 0.1% -459 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,943 $607K 0.03% +931 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,922 $605K 0.03% +244 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,889 $603K 0.12% +688 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 8,875 $602K 0.15% -425 13F-HR Timeline KLCM Advisors, Inc. 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More: the full row for Westbourne Investment Advisors, Inc. 8,707 $591K 0.21% -2,018 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,700 $590K 0.06% +3,850 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,670 $587K 0.18% -869 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,775 $584K 0.37% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 8,579 $582K 0.31% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,568 $581K 0.1% -270 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,505 $577K 0.29% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,575 $576K 0.02% +1,410 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,479 $575K 0.11% +75 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,400 $574K 0.37% -100 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 8,448 $573K 0.01% +455 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,363 $571K 0.02% -896 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,386 $569K 0.05% +80 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,370 $568K 0.13% +25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,361 $567K 0.07% +326 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,693 $566K 0.23% +62 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,336 $566K 0.06% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northwest Bancshares, Inc. 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More: the full row for Confluence Wealth Services, Inc. 7,944 $535K 0.03% -300 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,881 $535K 0.08% +1,338 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,861 $533K 0.05% 0 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,853 $533K 0.05% +1,593 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,853 $533K 0.1% -129 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,925 $531K 0.03% -1,922 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,820 $531K 0.07% +475 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,780 $528K 0.2% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,774 $527K 0.04% +213 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,773 $527K 0.04% +1,754 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,763 $527K 0.2% +118 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,744 $525K 0.04% -894 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,660 $523K 0.04% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,710 $523K 0.11% +262 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 7,710 $523K 0.26% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 7,709 $523K 0.14% +96 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,682 $521K 0.21% +1,305 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,679 $521K 0.14% +2,931 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,570 $514K 0.15% -150 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,550 $512K 0.01% -26,019 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,504 $509K 0.42% +3 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,487 $508K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,483 $508K 0.45% -125 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 7,477 $507K 0.07% -455 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,458 $506K 0.01% +573 13F-HR Timeline Group TAGStone Capital, Inc. 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More: the full row for Beta Wealth Group, Inc. 7,324 $497K 0.18% +103 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,316 $496K 0.05% +2,202 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 7,317 $496K 0.02% -537 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,291 $495K 0.07% -2,257 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7,282 $494K 0.11% -4,628 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 7,226 $490K <0.01% -16,689 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,980 $489K 0.08% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,142 $487K 0.03% -1,900 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 7,081 $480K 0.26% -727 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 7,072 $480K 0.09% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,065 $479K 0.17% -40 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,063 $479K 0.05% -98,991 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,047 $478K 0.05% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,044 $478K 0.05% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 7,043 $478K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,006 $475K 0.25% -50 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,003 $475K 0.2% +2,600 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 7,003 $475K 0.01% -82 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 6,995 $475K 0.04% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,962 $472K 0.19% +368 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,960 $472K 0.04% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,935 $471K 0.05% -45 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,934 $470K 0.09% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,929 $470K 0.01% +322 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 6,926 $470K 0.18% 0 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,923 $470K 0.01% +745 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 6,920 $470K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,888 $467K 0.02% -10,752 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,876 $467K 0.04% +1,787 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,854 $465K 0.06% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,847 $465K 0.02% -4,438 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,837 $464K 0.1% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,827 $463K 0.35% +1 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,806 $462K 0.42% +2,495 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,794 $461K 0.03% +81 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,781 $460K 0.14% +8 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 7,638 $460K 0.34% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 6,766 $459K 0.26% +1 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,751 $458K 0.04% -66 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 6,657 $450K 0.04% +105 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,605 $448K 0.43% -45 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 6,596 $447K 0.07% +72 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,572 $446K 0.11% +2,656 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,563 $445K 0.09% +599 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,560 $445K 0.23% +206 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,556 $445K 0.17% +90 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 6,541 $444K 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,516 $442K 0.04% +1,201 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 6,500 $440K 0.09% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,481 $440K 0.01% +1,718 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,466 $439K 0.01% +23 13F-HR Timeline