FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,233 $797K 0.01% -583 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,211 $793K 0.2% -246 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,200 $792K 0.26% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,200 $792K 0.01% new 13F-HR/A Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 5,197 $791K 0.04% -11 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,185 $789K 0.07% -14 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,180 $789K 0.54% -11 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,176 $788K 0.07% -25 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,148 $784K 0.04% -180 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,146 $783K 0.02% -205 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 5,140 $783K 0.02% new 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 5,139 $782K 0.24% -2,861 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,135 $782K 0.11% +469 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,117 $779K 0.14% -99 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,108 $778K 0.03% -530 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,104 $777K 0.36% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,098 $776K 0.03% -9 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $773K 0.2% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,059 $770K 0.16% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,051 $769K 0.05% -20 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,045 $768K 0.51% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,029 $766K 0.06% -159 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,000 $761K 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,968 $756K 0.02% -76 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,965 $756K 0.22% -13 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,941 $752K 0.04% +219 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,927 $750K 0.29% +42 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,926 $750K 0.05% +540 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,922 $749K 0.38% +975 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,918 $749K 0.62% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,905 $747K 0.08% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,898 $746K 0.06% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,874 $742K 0.1% +367 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,858 $740K 0.08% -531 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,857 $739K 0.12% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,844 $737K 0.31% -292 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,823 $734K 0.04% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,823 $734K 0.29% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,813 $733K 0.02% -3 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,805 $731K 0.05% -95 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,790 $729K 0.24% -92 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,788 $729K 0.27% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,751 $723K 0.23% -6 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,747 $723K 0.72% -484 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,749 $723K 0.09% -25 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,748 $723K 0.16% +3,034 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,743 $722K 0.08% +194 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,725 $719K 0.4% -167 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,720 $719K 0.04% -2,409 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,693 $714K 0.24% -50 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,674 $712K 0.33% -100 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,656 $709K 0.05% +300 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,640 $706K 0.09% -1,857 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,638 $706K 0.14% +49 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,620 $703K 0.07% -50 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,787 $703K 0.12% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,605 $701K 0.2% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,604 $701K 0.28% -50 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,601 $700K 0.03% -170 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,577 $697K 0.14% +38 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,574 $696K 0.04% -740 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,573 $696K 0.33% -124 13F-HR Timeline City State Bank More: the full row for City State Bank 4,573 $696K 0.22% -55 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,571 $696K 0.35% -9 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,554 $693K 0.07% -457 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,546 $692K 0.06% +217 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,525 $689K 0.14% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,524 $689K 0.15% +460 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,514 $687K 0.12% -3,091 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,510 $687K 0.05% -8 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,500 $685K 0.02% -219 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,490 $684K 0.08% -25 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,482 $682K 0.13% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,476 $681K 0.04% -15 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,467 $680K 0.22% -1,245 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,461 $679K 0.19% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,455 $678K 0.04% +80 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,455 $678K 0.02% -5,486 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,453 $678K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,451 $678K 0.18% -18,559 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,451 $678K 0.08% -61 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 4,439 $676K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,430 $674K 0.02% +52 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,415 $672K 0.02% -2,659 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,415 $672K 0.29% -49 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,394 $669K 0.16% 0 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,372 $666K 0.04% -482 13F-HR/A Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,367 $665K 0.22% +1 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,365 $664K 0.58% +608 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,363 $664K 0.01% +1,338 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,352 $663K 0.09% +170 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,343 $661K 0.01% -102 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,316 $657K 0.08% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,310 $656K 0.67% -110 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,308 $656K 0.02% +702 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,299 $655K 0.41% +2,000 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,286 $652K 0.02% +411 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,285 $652K 0.05% +935 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,285 $652K 0.45% -150 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,280 $652K 0.04% +2,800 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,279 $651K 0.09% -187 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,260 $649K 0.02% -100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,240 $646K 0.06% -8 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,238 $645K 0.08% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,219 $642K 0.23% -599 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,212 $641K 0.37% -15 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 4,189 $638K 0.25% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,187 $637K 0.08% -675 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,159 $633K 0.31% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,155 $633K 0.63% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,154 $632K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,153 $632K 0.06% +208 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,138 $630K 0.03% -13,365 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,135 $630K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,131 $629K 0.22% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,129 $629K 0.01% -250 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,129 $629K 0.05% +8 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,127 $628K 0.05% +351 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,126 $628K 0.12% +1,191 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $628K 0.23% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,115 $626K 0.05% +280 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $625K 0.56% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,100 $624K 0.07% +36 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,078 $621K 0.46% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,070 $620K <0.01% +1,670 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,066 $619K 0.01% -1,151 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,954 $617K 0.12% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,044 $616K 0.02% -1,669 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,038 $615K 0.04% -101 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,035 $614K 0.07% -160 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,040 $614K 0.02% +2,000 13F-HR Timeline Group VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,015 $611K 0.35% -13 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,000 $609K 0.08% +2,361 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,995 $608K 0.07% +954 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,992 $608K 0.02% +1,914 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,961 $603K 0.08% -595 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,905 $600K 0.12% +600 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 3,929 $598K 0.11% +1,094 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,915 $596K 0.06% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,896 $593K 0.17% -852 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,888 $592K 0.09% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,881 $591K 0.09% -140 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,874 $590K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,874 $590K 0.03% -854 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,869 $589K 0.45% -18 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,866 $589K 0.12% -500 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,859 $588K 0.07% +595 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,854 $587K 0.41% -25 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,852 $586K 0.06% +99 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 3,850 $586K 0.02% -115 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,849 $586K 0.19% -419 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,846 $586K 0.35% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,827 $583K 0.2% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,788 $583K <0.01% -1,132 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,724 $581K 0.02% +826 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,882 $580K 0.11% +149 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,802 $579K 0.97% +1,522 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,800 $579K 0.46% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,794 $577K 0.09% -1,222 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,785 $576K 0.03% 0 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,773 $574K 0.23% +2 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,760 $572K 0.35% -100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,720 $566K 0.02% -186 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,718 $566K 0.23% +41 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,706 $564K 0.5% -730 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,700 $563K 0.08% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,700 $563K 0.11% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,697 $563K 0.42% +20 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,695 $563K 0.03% 0 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,694 $562K 0.17% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,691 $562K 0.06% -79 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,685 $561K 0.03% -385 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,676 $560K 0.03% -2,709 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,667 $558K 0.05% -9 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,652 $556K <0.01% -237 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,651 $556K 0.06% -62 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,641 $554K 0.02% -434 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,632 $553K 0.38% -97 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,630 $553K 0.06% -173 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,626 $552K 0.02% -39 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,619 $551K 0.04% +1,145 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,618 $551K 0.03% -268 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 3,615 $550K 0.54% -182 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,614 $550K 0.36% +1,085 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,615 $550K 0.05% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,611 $550K 0.04% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,610 $550K 0.07% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,609 $549K 0.16% -306 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,604 $549K 0.44% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,600 $548K <0.01% -200 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,600 $548K 0.05% -3 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,600 $548K 0.11% +27 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,601 $547K 0.03% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,560 $547K 0.17% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,591 $547K 0.25% +1,022 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,584 $546K 0.01% -104 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,575 $544K 0.04% -2,646 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,568 $543K 0.02% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,566 $543K 0.13% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,563 $542K 0.32% -1,157 13F-HR Timeline