Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 21,081 $1.11M 0.82% -581 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 20,912 $1.1M 0.57% -2,573 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,750 $1.1M 0.01% -8,354 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 20,904 $1.1M 0.04% +10,754 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,806 $1.1M 0.06% -4,441 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 20,800 $1.1M 0.04% +400 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 20,651 $1.09M 0.09% -1,270 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,574 $1.09M 0.05% +1,159 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 20,503 $1.08M 0.41% -3,594 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 20,496 $1.08M 0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,402 $1.08M 0.03% -5,123 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,346 $1.07M 0.02% -23,684 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,320 $1.07M 0.02% +8,807 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 20,253 $1.07M 0.45% -3,007 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 20,240 $1.07M 0.56% +1,574 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 20,212 $1.07M 0.02% -380 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 20,193 $1.07M 0.24% -2,092 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 20,162 $1.06M 0.63% -353 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 20,152 $1.06M 0.18% -10,000 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 25,003 $1.06M 0.42% -7,643 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 20,038 $1.06M 0.37% -560 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 20,000 $1.06M 0.16% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 19,978 $1.06M 0.09% +6,510 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 19,803 $1.05M 0.3% -2,236 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 19,800 $1.05M 0.03% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 19,761 $1.04M 0.36% -410 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 19,490 $1.03M 0.03% +11,621 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 19,470 $1.03M 0.06% +5,306 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 19,411 $1.03M 0.13% -1,885 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 19,380 $1.02M 0.38% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 19,228 $1.02M 0.1% -177 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,289 $1.02M 0.01% -1,637 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,247 $1.02M 0.32% +10,741 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 19,198 $1.01M 0.24% +402 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,185 $1.01M 0.04% -18 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 22,874 $1.01M 0.06% +2,847 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,983 $1M 0.02% -2,381 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,972 $1M 0.04% -1,995 13F-HR Timeline United Bank More: the full row for United Bank 18,768 $991K 0.33% +1,773 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,687 $987K 0.04% +3,438 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 18,658 $986K 0.42% +1,098 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 19,225 $985K 0.17% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 18,643 $985K 0.01% +901 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 18,640 $985K 0.05% +2,206 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,609 $983K 0.18% +382 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,529 $979K 0.01% -6,959 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 18,482 $976K 0.24% +10,832 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 18,467 $975K 0.32% +2,711 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,412 $973K 0.01% -4,824 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 18,361 $970K -11,070 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,312 $967K 0.04% -284 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 18,246 $964K 0.19% -9,804 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 18,224 $963K 0.41% -1,058 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 18,183 $960K 0.23% +592 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 18,058 $954K 0.24% -807 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 18,054 $954K 0.17% -876 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,043 $953K 0.02% -952 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 18,038 $953K 0.7% +3,482 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,873 $951K 0.03% +3,362 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,997 $951K 0.07% +117 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 17,996 $951K 0.94% +3,993 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 17,948 $948K 0.14% -6,985 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 17,928 $947K 0.14% +4,361 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 17,904 $946K 0.22% +266 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 17,895 $945K 0.11% +300 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,861 $943K 0.01% -2,345 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,861 $943K 0.07% -2,803 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 17,731 $937K 0.93% -500 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 17,727 $936K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,668 $933K 0.11% -12,086 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 17,581 $929K 0.02% -1,758 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,452 $922K -1,230 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,413 $920K 0.05% -3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 17,293 $919K 0.04% +7,287 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 17,370 $917K 0.07% -518 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 17,355 $917K 0.08% -2,790 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,330 $915K 0.03% -17,114 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,310 $914K 0.07% +12,545 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 17,219 $910K 0.01% -69,313 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 17,200 $909K 0.09% 0 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 17,189 $908K 0.47% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 17,183 $908K 0.22% +945 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 14,231 $907K 0.68% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 17,159 $906K 0.11% -1,465 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,208 $906K 0.04% -300 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 17,149 $906K 0.01% -2,297 13F-HR/A Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 18,298 $903K 0.03% +10,171 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,058 $901K 0.22% +53 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,994 $898K 0.02% -1,285 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,909 $893K 0.01% -3,784 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 16,899 $893K 0.38% -226 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 16,893 $892K 0.2% -1,420 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,814 $888K 0.41% -692 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 16,780 $886K 0.36% +300 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,749 $885K 0.11% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 16,656 $880K 0.08% +274 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 20,362 $877K 0.2% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 16,543 $874K 0.17% -60 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 18,284 $873K 0.3% -4,287 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 16,316 $863K 0.12% +133 13F-HR Timeline TOBAM More: the full row for TOBAM 16,317 $862K 0.22% -5,656 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 16,311 $862K 0.38% -918 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 16,237 $858K 0.13% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 16,203 $856K 0.09% -4,197 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 16,121 $852K 0.38% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 16,467 $849K 0.23% +2,422 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 16,052 $848K 0.12% -1,294 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16,050 $848K 0.17% +10,288 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 15,982 $844K 0.06% -6,891 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,982 $844K 0.03% -2,525 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 15,921 $841K 0.3% -753 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 15,904 $840K 0.64% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 15,896 $840K 0.02% -4,083 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 15,884 $839K 0.07% +6,468 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 15,740 $833K 0.19% -6,567 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,725 $831K 0.03% +12,349 13F-HR/A Timeline Group Future Fund LLC More: the full row for Future Fund LLC 15,658 $827K 0.29% +101 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 15,642 $826K 0.34% +7,508 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15,626 $825K 0.03% -195 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 15,614 $825K 0.04% +3,310 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 15,611 $825K 0.37% -6,710 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,602 $824K 0.03% -2,854 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,504 $819K 0.01% -60 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,500 $819K 0.16% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 15,363 $811K 0.54% -843 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,294 $808K 0.05% +1,788 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,235 $805K 0.1% +11,907 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 15,167 $801K 0.09% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 15,150 $800K 0.35% +463 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 14,956 $797K 0.06% -2,641 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,927 $788K 0.02% -3,651 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 14,927 $788K 0.15% -95,546 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 14,926 $788K 0.1% -1,475 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,907 $787K 0.03% +2,520 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 14,894 $787K 0.7% +2,520 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,125 $786K 0.04% -16 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,702 $784K 0.07% -7,315 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,261 $781K 0.12% -4,974 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,753 $779K 0.08% +2,052 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,632 $773K 0.03% +6,578 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 14,579 $770K 0.28% +403 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,544 $768K 0.28% -100 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 14,393 $760K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,392 $760K 0.06% +95 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,368 $759K 0.05% +1,013 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 14,314 $756K 0.55% +4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 14,305 $756K 0.26% +7,768 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 14,246 $752K 0.11% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,236 $752K 0.06% +317 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 14,230 $752K 0.25% -493 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 14,178 $749K 0.08% -1,498 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 14,086 $744K 0.35% +940 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,056 $742K 0.11% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 14,048 $742K 0.27% -247 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,877 $733K 0.03% -78 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 13,876 $733K 0.11% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 13,802 $729K 0.2% -151 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,060 $722K 0.02% -4,579 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,182 $722K 0.05% -2,386 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,603 $719K 0.01% -2,983 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 13,543 $715K 0.04% -20,265 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 13,540 $715K 0.17% +2,167 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 13,518 $714K 0.11% -13 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,422 $709K 0.16% -1,131 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 13,375 $706K 0.05% +373 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 16,626 $705K 0.84% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,576 $703K 0.05% -2,918 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,303 $703K 0.01% -8,620 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 13,298 $702K 0.06% -43 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 13,288 $702K 0.12% -477 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 13,280 $701K 0.09% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,275 $701K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,787 $701K -57,900 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,167 $697K 0.01% -9,852 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,167 $695K 0.15% -673 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 13,163 $695K 0.38% -273 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 13,049 $689K 0.06% 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 13,036 $689K 0.18% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,035 $689K 0.14% -275 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,030 $688K 0.05% -314 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 12,873 $680K 0.34% -1,398 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,756 $679K 0.04% -516 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 12,758 $678K 0.38% +3,011 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 12,825 $677K 0.27% -778 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,823 $677K 0.04% -1,200 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10,645 $676K 0.43% +280 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,791 $676K 0.04% -1,286 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,096 $675K 0.05% +4,462 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,760 $674K 0.02% +2,510 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,701 $671K 0.08% +6,288 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,700 $671K 0.01% -620 13F-HR Timeline Group IKE Capital, LLC More: the full row for IKE Capital, LLC 12,666 $669K 0.38% -450 13F-HR Timeline CARLSON FINANCIAL, INC. 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