Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,848 $938K 0.04% +1,129 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,805 $934K 0.29% +1,857 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,790 $933K 0.03% -2,071 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 11,767 $931K 0.63% -1,461 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,722 $928K 0.11% +243 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 11,688 $925K 0.29% -417 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 11,680 $925K 0.3% +598 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,673 $924K 0.09% -1,408 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,669 $924K 0.11% -3,779 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 11,612 $919K 0.53% +6,981 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 11,609 $919K 0.7% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,347 $918K 0.02% +492 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,462 $916K 0.06% +1,396 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,554 $915K 0.73% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 11,542 $914K 0.27% -350 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,521 $912K 0.14% +12 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,505 $911K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,444 $910K 0.13% +2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,494 $910K 0.31% +3,941 13F-HR/A Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 11,441 $906K 0.88% -1,164 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,437 $905K 0.03% +3,694 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,382 $901K 0.08% -1,020 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 11,349 $898K 0.49% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 11,342 $898K 0.24% -722 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 11,241 $896K 0.26% +1,322 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,387 $892K 0.05% -826 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 11,264 $892K 0.35% -95 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,195 $886K 0.1% -2,107 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,185 $885K 0.15% -890 13F-HR/A Timeline OV Management LLC More: the full row for OV Management LLC 11,171 $884K 0.74% -13,475 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,148 $882K 0.18% -830 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,130 $881K 0.36% -221 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,129 $881K 0.02% -266,571 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 11,111 $880K 0.41% -1,060 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,110 $879K 0.26% -170 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,097 $878K 0.23% -1,288 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,078 $877K <0.01% -5,568 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 11,059 $875K 0.29% -136 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,914 $875K 0.6% -81 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 11,032 $873K 0.53% -689 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 11,024 $873K 0.23% -130 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 11,023 $873K 0.7% -40 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 10,982 $869K 0.05% -1,240 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,971 $868K 0.54% +361 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,963 $868K 0.13% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 10,953 $867K 0.24% +223 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 10,936 $866K 0.15% +873 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,935 $866K 0.08% +1,117 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,924 $865K 0.08% new 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,882 $861K 0.12% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,876 $861K 0.43% +253 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10,834 $858K 0.35% 0 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 10,830 $857K 0.33% -159 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,816 $856K 0.21% -3,522 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,814 $856K 0.32% +25 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,771 $853K 0.28% -35,343 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,757 $852K 0.24% -481 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,704 $847K 0.09% +36 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 10,692 $846K 0.22% +5,725 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,692 $846K 0.42% +429 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 10,691 $846K 0.56% -463 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 10,680 $845K 0.85% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 10,677 $845K 0.36% -160 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,669 $845K 0.28% +698 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 10,668 $844K 0.27% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 10,666 $844K 0.46% -196 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 10,640 $842K 0.25% -397 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,618 $841K 0.22% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10,600 $839K 0.25% +310 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,598 $839K 0.07% -656 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 10,597 $839K 0.34% +1,256 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 10,580 $838K 0.27% +133 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 10,572 $837K 0.1% -1,000 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,534 $834K 0.3% +632 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,531 $834K 0.18% -50 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,520 $833K 0.06% -1,016 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,517 $833K 0.56% +7,966 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,509 $832K 0.04% +488 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,484 $830K 0.34% -277 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,470 $829K 0.38% +2,451 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 10,458 $828K 0.13% -3,802 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,422 $825K 0.55% +1,479 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 10,309 $824K 0.3% -3,856 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 10,411 $824K 0.25% +1,850 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 10,399 $823K 0.36% -64 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 10,396 $823K 0.17% +1,352 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 10,384 $822K 0.28% +4 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,376 $821K 0.61% +281 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 10,025 $820K 0.29% +2,697 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,355 $820K 0.09% -1,477 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 10,350 $819K 0.4% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 10,339 $818K 0.06% -1,913 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,338 $818K 0.13% -1,225 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,320 $817K 0.09% +560 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,319 $817K 0.22% +1,260 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,316 $817K 0.16% +3,865 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 10,315 $817K 0.43% -583 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,307 $816K 0.28% +3,871 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,150 $812K 0.13% +8 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,239 $811K 0.37% -823 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,217 $809K 0.09% +341 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 10,212 $808K 0.34% -75 13F-HR/A Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,168 $805K 0.65% +137 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 10,165 $805K 0.86% +674 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 10,162 $804K 0.64% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,146 $803K 0.06% -27,230 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 10,130 $802K 0.26% -200 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 10,123 $801K 0.26% +2,868 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 10,102 $800K 0.44% -317 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,102 $800K 0.44% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,082 $798K 0.06% -505 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 10,070 $797K 0.49% +4,808 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,949 $797K 0.08% -505 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 10,047 $795K 0.26% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 9,964 $789K 0.45% +700 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,959 $788K 0.13% -141 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,944 $787K 0.06% +876 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,938 $787K 0.35% +233 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,936 $787K 0.12% -1,670 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 9,913 $785K 0.44% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 9,886 $783K 0.04% -151,400 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 9,891 $782K 0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,839 $779K 0.05% -972 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 9,827 $778K 0.39% -7 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,828 $778K 0.28% -412 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 9,816 $777K 0.2% -670 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,812 $777K 0.06% -288 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9,790 $775K 0.11% -231 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,784 $775K 0.04% +109 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,760 $773K 0.09% -1,261 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,718 $769K 0.25% -35,530 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,702 $768K 0.06% +578 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,698 $768K 0.19% -1,418 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 9,679 $766K 0.14% +872 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,672 $766K 0.03% -32,281 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,665 $765K 0.02% -564,465 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,658 $765K <0.01% +2,326 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,656 $764K 0.08% -445 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,645 $763K 0.25% +1,433 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,626 $762K 0.35% +2,177 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,621 $762K 0.34% -149 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,621 $762K 0.15% -259 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,616 $761K 0.13% +89 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 9,599 $760K 0.48% -95 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,577 $758K 0.05% -143 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,573 $758K 0.18% +91 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,558 $757K 0.52% -31 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,539 $755K 0.17% -606 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 9,418 $753K 0.05% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,511 $753K 0.01% -91,612 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,502 $752K 0.04% -2,011 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,502 $752K 0.38% +459 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,498 $752K 0.07% +4,623 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 9,494 $752K 0.43% +5,800 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,475 $750K 0.11% -1,479 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,450 $748K 0.01% -574 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 9,434 $747K 0.17% -46 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 9,420 $746K 0.52% -75 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,413 $745K 0.42% +1,271 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,410 $745K 0.2% +425 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,366 $744K 0.14% -54,349 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 9,387 $743K 0.27% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,386 $743K 0.06% -342 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 9,381 $743K 0.14% +527 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 9,378 $742K 0.55% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 9,350 $740K 0.09% +468 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,342 $740K 0.14% +6,350 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,238 $739K 0.07% -181 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 9,328 $738K 0.58% -1,643 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,318 $738K 0.08% -77 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 9,314 $737K 0.48% -350 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 9,297 $736K 0.35% -4,675 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,285 $735K 0.16% +1,054 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,159 $732K 0.18% +115 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 9,231 $731K 0.72% 0 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 9,227 $730K 0.07% -24,509 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,211 $729K 0.25% +587 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,205 $729K 0.14% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,592 $728K 0.21% -1,103 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,164 $725K 0.1% -2,962 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 9,160 $725K 0.06% -4,229 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 9,153 $725K 0.27% +707 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,133 $723K 0.16% +453 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,127 $723K 0.12% -67 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 9,125 $722K 0.18% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 9,125 $722K 0.13% -20 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,119 $722K 0.12% -871 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,112 $721K 0.01% +5,331 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,097 $720K 0.05% +2,439 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 9,081 $719K 0.11% -144 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,867 $717K 0.12% +4,003 13F-HR Timeline InvesTrust More: the full row for InvesTrust 9,060 $717K 0.28% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 8,968 $717K 0.04% -262 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,051 $716K 0.06% -269 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 9,040 $716K 0.33% +5,040 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,029 $715K 0.04% -381 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 9,028 $715K 0.32% +286 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,518 $713K 0.14% +5,434 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,001 $713K 0.28% 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 9,000 $712K 0.25% +200 13F-HR Timeline