BURNEY CO/ More: the full row for BURNEY CO/ 10,114 $702K 0.02% -121 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 10,100 $701K 0.07% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 10,094 $701K 0.03% +355 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,076 $699K 0.27% -1,176 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,070 $699K 0.16% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 10,070 $699K 0.54% +814 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,034 $697K 0.3% +2,854 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,022 $696K 0.18% 0 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 10,000 $694K 0.09% 0 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 10,000 $694K 0.16% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,969 $692K 0.05% -49 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 9,965 $692K 0.35% +145 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 9,956 $691K 0.06% -2,316 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 9,898 $687K 0.29% +4 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,897 $687K 0.3% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,888 $686K 0.09% -7,099 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,887 $686K 0.11% -73 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,878 $686K 0.01% -2,729 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 9,878 $686K 0.07% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 9,864 $685K 0.19% -742 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 9,800 $680K 0.55% -9,000 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9,791 $680K 0.14% +1,947 13F-HR/A Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,739 $676K 0.07% +1,894 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,710 $674K 0.13% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,706 $674K 0.14% +330 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,701 $673K 0.17% +38 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,685 $672K 0.01% -1,509 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,680 $672K 0.1% +369 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9,650 $670K 0.26% -805 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,618 $668K 0.25% +421 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,616 $668K 0.04% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 9,615 $667K 0.05% -400 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 9,600 $666K 0.66% 0 13F-HR/A Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 9,596 $666K 0.46% +180 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,566 $664K 0.12% +722 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 9,550 $663K 0.14% +4 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 9,542 $662K 0.67% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 9,533 $662K 0.5% -1,773 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,524 $661K 0.62% +240 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 9,522 $661K 0.41% +57 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 9,519 $661K 0.58% -422 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,419 $654K 0.04% +2,468 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 9,402 $653K 0.1% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,387 $652K 0.06% -4,022 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,357 $650K 0.03% +280 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 9,330 $648K 0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,299 $646K 0.53% -386 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,305 $645K 0.17% +66 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,271 $644K 0.19% +158 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,249 $642K 0.59% +2,426 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,232 $641K 0.1% +432 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,229 $641K 0.04% -741 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,223 $640K 0.01% +1,322 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,895 $640K 0.27% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,202 $639K 0.1% -209 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 9,147 $635K 0.19% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,126 $634K 0.61% -1,006 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 9,108 $632K 0.17% +1,100 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,100 $632K 0.16% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,073 $630K 0.09% -1,021 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,067 $629K 0.02% +3,657 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,059 $629K 0.08% +79 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,055 $629K 0.07% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,600 $628K 0.42% -336 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 9,032 $627K 0.49% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 9,025 $627K 0.02% -42,101 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 9,012 $626K 0.29% +257 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 8,925 $620K 0.36% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,925 $620K 0.04% +11 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,924 $620K 0.07% 0 13F-HR Timeline Group Trium Capital LLP More: the full row for Trium Capital LLP 8,897 $618K 0.15% -10,023 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,735 $616K 0.28% -95 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,871 $616K 0.07% -43 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,868 $616K 0.5% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,863 $615K 0.49% +3,289 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,858 $615K 0.04% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 8,392 $613K 0.07% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,453 $613K 0.13% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,773 $609K 0.06% +460 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,766 $609K 0.45% -100 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,762 $608K 0.01% -1,002 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,742 $607K 0.51% -60 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,738 $607K 0.02% +2,735 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,728 $606K 0.42% +7,286 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 8,669 $602K 0.18% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 8,659 $601K 0.22% +85 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 8,630 $599K 0.12% -241 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,617 $598K 0.15% +258 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,596 $597K 0.01% +5,380 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,593 $597K 0.07% +1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8,589 $596K 0.54% -300 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,547 $593K 0.05% -1,189 13F-HR Timeline Quarry LP More: the full row for Quarry LP 8,530 $592K 0.14% -335 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 8,526 $592K 0.02% +2,255 13F-HR Timeline CENTERSQUARE INVESTMENT MANAGEMENT LLC More: the full row for CENTERSQUARE INVESTMENT MANAGEMENT LLC 8,500 $590K 0.01% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 8,496 $590K 0.5% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,495 $590K 0.2% +39 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,488 $589K 0.2% +920 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,112 $588K 0.53% +192 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,414 $584K 0.07% +42 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,411 $584K 0.01% +474 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 8,400 $583K 0.2% -120 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,400 $583K 0.4% -210 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,375 $581K 0.3% -1,116 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,340 $579K 0.21% +610 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,735 $578K 0.02% +178 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,310 $577K 0.28% -39 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,286 $575K 0.04% -117 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,282 $575K 0.16% -103 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,269 $574K 0.1% +701 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 8,266 $574K 0.83% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,251 $573K 0.38% +436 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,237 $572K 0.04% -1,333 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,232 $571K 0.16% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,231 $571K 0.09% -2,160 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,179 $568K 0.27% +61 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,163 $567K 0.03% -234 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,150 $566K 0.12% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,110 $563K 0.05% -199 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,104 $563K 0.05% +1,648 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,966 $562K 0.03% +2,753 13F-HR/A Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,052 $559K 0.14% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,990 $559K 0.01% -1,281 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,032 $558K 0.32% +498 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,020 $557K 0.06% -243 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,014 $556K 0.03% -879 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 8,006 $556K 0.16% +5 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 8,000 $555K 0.08% 0 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,000 $555K 0.45% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,986 $554K 0.13% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,573 $553K 0.22% -12,386 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,954 $552K 0.04% -16,709 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,954 $552K 0.14% -33 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 7,946 $552K 0.21% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,942 $551K 0.01% -105 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,379 $551K 0.24% +517 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,926 $550K 0.05% -140 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,924 $550K 0.05% -100 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,924 $550K 0.14% -3,296 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,922 $550K 0.22% +487 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,877 $547K 0.09% +74 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,876 $547K 0.01% -537 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,873 $547K 0.12% -187 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,847 $545K 0.13% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,828 $543K 0.08% +107 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,833 $543K 0.07% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,807 $542K 0.15% -7,243 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,804 $542K 0.02% -212 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,800 $541K 0.22% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 7,790 $541K 0.53% -17 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,751 $538K 0.13% -1 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,729 $537K 0.32% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,725 $536K 0.09% -100 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,720 $536K 0.06% -165 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,718 $536K 0.53% -24 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,701 $535K 0.3% -1,656 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,685 $533K 0.24% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,680 $533K 0.01% +1 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 7,671 $533K 0.04% -821 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,671 $533K 0.29% +70 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7,670 $532K 0.66% 0 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,669 $532K 0.15% +1,649 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,653 $531K 0.08% +1,614 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,642 $530K 0.05% -414 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,640 $530K 0.2% +33 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,607 $528K 0.06% -741 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,586 $527K 0.13% -52 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,568 $525K 0.06% +221 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,506 $521K 0.15% +99 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,121 $520K 0.21% -618 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,494 $520K 0.38% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,492 $520K 0.05% -93 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,480 $519K 0.39% -715 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,477 $519K 0.05% -71 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,476 $519K 0.03% +1,641 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,472 $519K 0.05% +32 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,374 $512K 0.06% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,369 $512K 0.2% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 7,360 $511K 0.04% -1,707 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,356 $511K 0.06% -242 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,327 $509K 0.06% +490 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 7,323 $508K 0.38% -1,351 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,322 $508K 0.04% +182 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,321 $508K 0.29% +115 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,284 $506K 0.07% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 7,279 $505K 0.56% -35 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,267 $504K 0.09% -172 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,258 $504K 0.04% +206 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,249 $503K 0.01% +2,859 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,225 $502K 0.11% +33 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,220 $501K 0.04% +1,600 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,218 $501K 0.16% -1,922 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 7,200 $500K 0.08% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,176 $498K 0.41% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,170 $498K 0.4% +7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,165 $497K 0.06% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,153 $497K 0.07% -31 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,142 $496K 0.17% -268 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,647 $496K 0.18% +299 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 7,130 $495K 0.33% -255 13F-HR Timeline