GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,465 $438K 0.06% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,530 $438K 0.22% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,468 $438K 0.12% +2,784 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,463 $438K 0.03% -140 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 7,448 $437K 0.35% +2,218 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,390 $433K 0.1% -182 13F-HR Timeline Horizon Advisory Services, Inc. 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SCOTT NEAL, INC. 7,102 $416K 0.21% +102 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,089 $416K 0.04% -300 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 7,078 $415K 0.07% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 7,055 $414K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,055 $413K 0.02% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,906 $412K 0.04% +98 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,030 $412K 0.01% +5 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,979 $412K 0.18% +6 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Bouchey Financial Group, Ltd. 6,951 $409K 0.03% +189 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,975 $409K 0.2% +2,631 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,970 $409K 0.21% -625 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,352 $408K 0.19% +61 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,948 $407K 0.02% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,944 $407K 0.02% +1,034 13F-HR Timeline Atlas Brown,Inc. 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More: the full row for Sterling Investment Advisors, Ltd. 6,630 $389K 0.09% -60 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,626 $388K 0.14% -415 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,601 $387K 0.13% +215 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,255 $387K 0.17% -284 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,597 $387K 0.06% -13,716 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,595 $387K 0.12% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,595 $387K 0.04% +1,117 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,588 $386K 0.05% +1,552 13F-HR Timeline BANK OZK More: the full row for BANK OZK 6,578 $386K 0.15% +120 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,577 $386K 0.18% 0 13F-HR/A Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,424 $386K 0.23% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,555 $384K 0.01% -75 13F-HR Timeline Group Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 6,548 $384K 0.38% +7 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,546 $383K 0.03% -21,406 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,515 $382K 0.2% +1,857 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,500 $381K 0.11% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,495 $381K 0.1% -195 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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More: the full row for McGlone Suttner Wealth Management, Inc. 6,363 $373K 0.06% +39 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,361 $373K 0.13% +2,946 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,341 $372K 0.02% -25 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,388 $371K 0.07% +215 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,330 $371K 0.08% -555 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,342 $371K 0.1% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,314 $370K 0.1% +6,229 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,298 $369K 0.11% -134 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 6,300 $369K 0.01% -417 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,288 $369K 0.23% -650 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,274 $368K 0.02% +17 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,269 $368K 0.28% +84 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,245 $366K 0.59% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 6,240 $366K 0.22% -400 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,231 $365K 0.11% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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ET AL 5,900 $346K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,896 $346K 0.04% +1,555 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,880 $345K 0.28% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,861 $344K 0.11% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,853 $343K 0.05% +1,330 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,848 $343K 0.17% -81 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,846 $343K 0.01% -613 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Valmark Advisers, Inc. 5,653 $331K <0.01% +643 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,646 $331K 0.03% +326 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,605 $330K 0.02% +350 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,626 $330K 0.03% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,616 $329K 0.08% -36 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,610 $329K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,604 $329K 0.05% -270 13F-HR Timeline Forbes Financial Planning, Inc. 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More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,440 $319K 0.13% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,437 $319K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,434 $319K 0.18% -26 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,417 $318K 0.04% -52 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,413 $317K 0.2% -1,592 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,400 $317K 0.01% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,393 $316K 0.02% -13 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,377 $315K 0.03% +194 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,377 $315K 0.14% -7,947 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,375 $315K 0.22% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,369 $315K 0.11% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 5,359 $314K 0.11% +883 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,340 $313K 0.18% 0 13F-HR Timeline