CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,065 $545K 0.01% -49,610 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,053 $544K 0.05% +169 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 6,016 $541K 0.46% +1,432 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,013 $540K 0.05% -218 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,000 $539K 0.07% 0 13F-HR Timeline Group Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,000 $539K 0.45% -300 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,989 $538K 0.08% +173 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,984 $538K 0.05% +2,343 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,980 $537K 0.22% -1,211 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,967 $536K 0.58% -475 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,966 $536K 0.19% -269 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,962 $536K 0.05% -128 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,946 $534K 0.11% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,944 $534K 0.4% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,912 $531K 0.07% -1,222 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,910 $531K 0.04% -11,849 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,908 $531K 0.06% +422 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,839 $529K 0.04% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,877 $528K 0.36% +49 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,881 $528K 0.03% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,000 $522K 0.32% -6,000 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,363 $521K 0.24% +2,515 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,795 $521K 0.42% -120 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,792 $520K 0.45% +45 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,784 $520K 0.19% -782 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,777 $519K 0.13% -175 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,738 $518K 0.2% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,759 $518K 0.06% +192 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,759 $518K 0.06% new 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,687 $511K 0.06% -990 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 5,663 $509K 0.37% +72 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,644 $507K 0.06% +20 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,634 $506K 0.01% +108 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,628 $506K 0.03% +730 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 5,619 $505K 0.04% +1,746 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,612 $504K 0.13% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,604 $504K 0.27% +535 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,600 $503K 0.44% -52 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,588 $502K 0.08% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,581 $502K 0.01% +535 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,570 $501K 0.1% +110 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,536 $497K 0.3% +423 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,480 $492K 0.23% -176 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,480 $492K 0.3% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,501 $492K 0.08% -1,172 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,470 $492K 0.1% +501 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,950 $491K 0.11% +2,466 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,462 $491K 0.11% -262 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,410 $490K 0.02% +79 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,441 $489K 0.03% -5,891 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,419 $487K 0.11% -80 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,408 $486K 0.19% -744 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,396 $485K 0.1% +72 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,390 $484K 0.03% -987 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,360 $482K 0.05% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,340 $480K 0.08% +65 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,335 $479K 0.32% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $477K 0.27% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,244 $471K 0.24% +17 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,186 $470K <0.01% -178 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,224 $469K 0.4% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,204 $468K 0.05% +1,377 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,178 $465K 0.35% -407 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,164 $464K 0.11% +262 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,151 $463K 0.15% -52 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,139 $462K 0.03% +284 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,133 $461K 0.24% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,125 $461K 0.52% -8,045 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,118 $460K 0.04% -58,382 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,071 $459K 0.2% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,102 $458K 0.11% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,099 $458K 0.06% +138 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,094 $458K 0.06% -3,930 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,088 $457K 0.07% -100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,532 $457K 0.06% +661 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,061 $455K 0.04% -3,313 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,059 $455K 0.11% -358 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,045 $453K 0.05% -109 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,044 $453K 0.1% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,042 $453K 0.08% +378 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,034 $452K 0.09% +612 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,000 $449K 0.26% -30 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $449K 0.29% 0 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,980 $448K 0.18% -22 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,964 $446K 0.13% -1,036 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,962 $446K 0.02% -121 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,958 $446K 0.01% -493 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,947 $445K 0.1% -94 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,910 $441K 0.11% -905 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,894 $440K 0.37% -337 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,880 $439K 0.5% -18 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,875 $438K 0.08% -168 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,857 $436K 0.06% +365 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,846 $435K 0.2% -200 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,830 $434K 0.06% -20 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,782 $433K 0.05% +1,400 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,804 $432K 0.05% -37 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,800 $431K 0.19% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,770 $429K 0.03% -575 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,756 $427K 0.16% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,138 $426K 0.08% +717 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,735 $425K 0.03% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,730 $425K 0.41% +100 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,710 $423K 0.14% +220 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,707 $423K 0.07% +2,919 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 4,703 $423K 0.11% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,701 $422K 0.11% -3,193 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,744 $420K 0.06% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,667 $419K 0.26% -499 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,662 $419K <0.01% -752 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,647 $418K 0.09% +144 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,605 $414K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,595 $413K 0.03% -231 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,584 $412K 0.31% +249 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,559 $410K 0.12% +793 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,558 $410K 0.01% +136 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,550 $409K <0.01% -403,773 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,535 $408K 0.04% +940 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,533 $407K 0.05% -100 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,524 $407K 0.06% +148 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,523 $406K 0.01% +681 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,513 $406K 0.14% +16 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,509 $405K 0.09% +400 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,503 $405K 0.39% -24 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,498 $404K 0.24% +180 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,474 $402K 0.08% +1,880 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,445 $399K 0.07% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,442 $399K 0.32% -144 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,441 $399K 0.23% +113 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,440 $399K 0.14% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,440 $399K 0.15% -84 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,407 $396K 0.03% -97 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,351 $394K 0.08% +86 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,382 $394K 0.04% +506 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,362 $392K 0.05% -207 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,348 $391K 0.05% -3,161 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,347 $391K 0.14% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,344 $390K 0.32% -169 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 4,305 $387K 0.01% -7,309 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,272 $384K 0.3% +465 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,261 $383K 0.4% -13 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,248 $382K <0.01% -199 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,239 $381K <0.01% +43 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,238 $381K 0.06% +363 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,230 $380K 0.1% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,228 $380K 0.05% -45 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,225 $380K 0.06% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,216 $379K 0.08% +83 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,211 $378K 0.2% +1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,210 $378K 0.05% +115 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,205 $378K 0.25% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,193 $377K 0.17% -25 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,174 $375K 0.08% +344 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,161 $374K 0.13% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,154 $373K 0.17% +90 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,152 $373K 0.23% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,144 $372K 0.02% +1,471 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,128 $371K 0.02% +285 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,122 $370K 0.34% +70 13F-HR/A Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,094 $368K 0.01% +34 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,083 $367K 0.17% -34 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,081 $367K 0.01% +410 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 4,066 $365K 0.18% +435 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,054 $364K 0.15% -147 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,029 $362K 0.23% +1,736 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,025 $362K 0.17% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,986 $361K 0.05% +522 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,014 $361K 0.05% +890 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,014 $361K 0.11% -39 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,010 $360K 0.3% +2 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,010 $360K 0.14% +381 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,998 $359K 0.22% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,255 $358K 0.08% +670 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,986 $358K 0.14% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,978 $357K 0.05% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,975 $357K 0.17% +471 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,960 $356K 0.01% +1,106 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,959 $356K 0.2% +1,306 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,957 $356K 0.19% -13 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,952 $355K 0.11% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,951 $355K 0.03% +1,385 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,948 $355K 0.02% +1,460 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $354K 0.19% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,935 $354K 0.29% -500 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,925 $353K 0.02% +1,016 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,924 $353K 0.04% -146 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,908 $351K 0.05% -2,966 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $350K 0.23% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,899 $350K 0.05% -2,525 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,891 $350K 0.17% +289 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,877 $348K 0.02% +52 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,857 $347K 0.17% -230 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,848 $346K 0.16% -280 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,829 $344K 0.06% +38 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,822 $344K 0.08% +11 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,826 $344K 0.16% +11 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,825 $344K 0.22% -395 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,799 $341K 0.34% +171 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,799 $341K 0.31% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,789 $340K 0.17% -619 13F-HR Timeline