Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,109 $456K 0.01% -7,874 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,043 $453K 0.06% -7 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 11,032 $453K 0.06% +20 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,933 $449K 0.02% -625 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,840 $445K 0.04% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 10,693 $443K 0.29% -2,065 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 10,736 $441K 0.15% +11 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,737 $441K 0.36% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,733 $441K 0.08% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,712 $440K 0.14% +162 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,666 $438K 0.11% +279 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,653 $437K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,608 $435K 0.01% +983 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,569 $434K 0.01% +1 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10,567 $434K 0.21% -78 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,561 $434K 0.05% -507 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,464 $430K 0.03% -682 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,451 $429K 0.09% -178 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 10,406 $427K 0.42% 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,403 $427K 0.07% +7,354 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,372 $426K 0.05% -1,453 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,303 $424K 0.01% +1,805 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 10,329 $424K 0.13% +185 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 10,303 $423K 0.15% -773 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,219 $419K 0.02% +14 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 10,182 $418K 0.59% +4,337 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 10,088 $414K 0.25% 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,031 $412K 0.03% -1,006 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,004 $411K 0.02% -10 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,000 $410K 0.36% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 9,991 $410K 0.13% -10,047 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,993 $410K 0.25% -865 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,865 $405K 0.01% -1,225,272 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,841 $404K 0.07% -3,194 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,801 $402K 0.03% -269 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 9,751 $400K 0.07% +4,079 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 9,744 $400K 0.05% +309 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,729 $399K 0.03% -7,626 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,562 $398K 0.03% -5,394 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,682 $397K 0.02% -28,370 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 9,654 $396K 0.01% -1,127 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,559 $396K 0.02% -699 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,636 $396K 0.12% -417 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,593 $394K 0.03% +3,946 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,589 $394K <0.01% +794 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,566 $393K 0.01% -334 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,534 $391K 0.07% +1,553 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,513 $391K <0.01% +1,128 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 9,510 $390K 0.28% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 9,335 $383K 0.03% -10,643 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,263 $380K 0.05% +140 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,220 $378K 0.01% -3,540 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,756 $378K 0.01% +491 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,209 $378K 0.02% -1,016 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,179 $377K 0.16% -89 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,175 $377K 0.15% -7,724 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,134 $375K 0.01% -235 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,095 $373K 0.27% -325 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,013 $370K 0.02% +4 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,979 $369K 0.04% -3,372 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,911 $368K <0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,947 $367K <0.01% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,861 $364K 0.01% -137 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,801 $361K <0.01% -1,348 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,799 $361K 0.04% +492 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,764 $360K <0.01% +6,067 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,769 $360K 0.05% +3,227 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 8,757 $359K 0.03% +1,002 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,701 $357K 0.02% +2,514 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 8,500 $349K 0.74% +4,500 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,496 $349K 0.01% -11,850 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,495 $349K 0.02% -14,649 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,494 $349K 0.03% -1,873 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 8,483 $348K 0.05% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,392 $344K <0.01% -445 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,369 $344K 0.09% -75 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,350 $343K 0.06% -1,922 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,336 $342K 0.08% +2,751 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,321 $342K 0.03% -275 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,304 $341K 0.03% +847 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 8,276 $340K 0.18% -517 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,270 $339K 0.12% -2,005 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,378 $337K 0.05% -5,883 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,194 $336K 0.02% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 8,137 $334K 0.11% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 8,085 $332K 0.04% -1,060 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,077 $332K 0.03% -13,550 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,075 $331K 0.11% -1,224 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,839 $331K 0.11% -297 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,058 $331K 0.01% -22,097 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,454 $331K 0.01% +1,710 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,028 $330K 0.06% -2,263 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,027 $330K 0.1% +3,133 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,018 $329K 0.09% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 7,999 $328K 0.03% +3,728 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,980 $328K 0.23% +209 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,976 $327K 0.05% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,931 $326K 0.01% +408 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,694 $324K 0.02% +47 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,898 $324K 0.02% -3,735 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,852 $322K 0.01% -2,225 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 7,852 $322K 0.02% +2,039 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,847 $322K 0.01% +728 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,840 $322K 0.13% -21 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,835 $322K <0.01% +2,655 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,819 $321K 0.02% -107 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,810 $321K 0.02% -510 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,765 $320K 0.09% new 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,790 $320K 0.12% -186 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,777 $319K 0.03% -67 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,753 $318K 0.19% +66 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,750 $318K <0.01% -1,559 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,722 $317K 0.01% +2,498 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,714 $317K 0.02% -42,432 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,693 $316K 0.08% -360 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 7,688 $316K 0.07% +420 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,648 $314K 0.1% -4,017 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 7,363 $312K 0.16% +561 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,566 $311K 0.02% +1,165 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 7,562 $310K 0.21% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,546 $310K 0.18% -379 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 7,536 $309K <0.01% +1,913 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,532 $309K 0.02% +2,322 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 7,512 $308K 0.09% -3,501 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,465 $306K 0.02% -1,243 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,451 $306K 0.02% -1,379 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 7,410 $304K 0.17% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,406 $304K 0.02% +1,732 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 7,400 $304K 0.07% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,379 $303K 0.01% +259 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,363 $302K 0.02% -824 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 7,354 $302K 0.05% +1,100 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,343 $301K 0.11% -930 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7,270 $301K 0.25% +84 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,307 $300K <0.01% +3,482 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,294 $299K 0.01% -241 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,202 $299K 0.01% -2,040 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,289 $299K 0.15% +86 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,283 $299K 0.13% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,226 $297K 0.06% -347 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 7,218 $296K 0.01% -1,193 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,200 $296K 0.08% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,200 $296K 0.14% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,196 $295K 0.01% +1,899 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,191 $295K 0.17% -1,750 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,199 $295K 0.04% +1,612 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 7,070 $293K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,132 $293K 0.03% -4,247 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 7,121 $292K 0.17% +567 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,110 $292K 0.01% -483 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,106 $292K <0.01% -836 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,056 $290K 0.09% -325 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,044 $289K <0.01% -5,352 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 7,030 $289K 0.18% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,976 $286K 0.01% -1,004 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,962 $286K 0.04% -24,069 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,954 $285K 0.01% -1,700 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,942 $285K 0.04% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,920 $284K 0.03% +2,139 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,907 $284K 0.03% new 13F-HR/A Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,879 $282K 0.08% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,829 $280K <0.01% -1,017 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,813 $280K 0.02% +100 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,797 $279K 0.04% +2,758 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,768 $278K 0.02% +1,289 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,758 $277K <0.01% -1,362 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,751 $277K 0.01% +284 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,719 $276K <0.01% -1,091 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,713 $276K 0.03% +387 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,704 $275K 0.01% -267 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 6,703 $275K 0.17% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,680 $274K 0.01% -215 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,624 $272K 0.01% -1,110 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,625 $272K 0.02% +706 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,621 $272K 0.02% -603 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,600 $271K 0.01% -7,277 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,545 $271K <0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,350 $270K 0.01% +349 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,525 $268K 0.07% +395 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,521 $268K 0.02% -770 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,785 $267K <0.01% +814 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,442 $264K 0.12% -4 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,442 $264K 0.03% -117,578 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,421 $264K -11,031 Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 6,415 $263K 0.03% -2 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 6,406 $263K 0.08% -283 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,401 $263K 0.02% -795 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,325 $262K 0.05% +26 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,379 $262K 0.03% -42 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,372 $262K 0.08% -920 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 6,216 $261K 0.02% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,310 $260K <0.01% -177 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,335 $260K 0.12% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,300 $259K 0.01% -5,285 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,284 $258K 0.02% +27 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,259 $257K 0.07% +468 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,231 $256K 0.02% -572 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,228 $256K 0.01% +1,611 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,164 $256K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,205 $255K 0.01% -20,645 13F-HR Timeline