Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 15,947 $1.21M 0.42% -2,657 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,942 $1.21M 0.01% +1,863 13F-HR/A Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 15,900 $1.2M 0.06% -8,690 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 15,789 $1.19M 0.08% +6,250 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 15,782 $1.19M 0.04% -950 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 15,777 $1.19M 1.42% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 15,774 $1.19M 0.05% -35 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 16,207 $1.19M 0.52% -45 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,763 $1.19M 0.07% -11,958 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,751 $1.19M 0.05% +2,619 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,743 $1.19M 0.02% -451 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 15,626 $1.18M 0.06% +2,034 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 15,583 $1.18M 0.19% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 16,524 $1.18M 0.22% -2,874 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,322 $1.17M 0.06% -853 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,500 $1.17M 0.26% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 15,275 $1.17M 1.15% +348 13F-HR Timeline United Bank More: the full row for United Bank 15,413 $1.17M 0.49% +887 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,516 $1.17M 0.03% -833 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,347 $1.16M 0.06% -437 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,340 $1.16M 0.09% +5,068 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,219 $1.15M 0.05% -3,446 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 15,212 $1.15M 0.32% -460 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 15,207 $1.15M 0.13% -1,027 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15,194 $1.15M 0.21% -1,313 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,180 $1.15M 0.11% -2,922 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15,131 $1.14M 0.88% -100 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,993 $1.14M 0.04% -1,552 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,014 $1.14M 0.1% +150 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 15,000 $1.14M 0.28% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 14,945 $1.13M 0.28% -2,059 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 14,938 $1.13M 0.42% +348 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 14,930 $1.13M <0.01% +1,019 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,899 $1.13M 0.01% +4,107 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 15,811 $1.13M 0.39% +893 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,761 $1.12M 0.02% +969 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 14,783 $1.12M 0.05% +1 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 14,753 $1.12M 0.1% -990 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 14,745 $1.12M 0.03% -2,550 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,685 $1.11M 0.09% -430 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,585 $1.1M 0.28% +733 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 14,580 $1.1M 0.5% -3,715 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 14,533 $1.1M 0.22% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,527 $1.1M 0.12% -498 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 14,498 $1.1M 0.1% -400 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,490 $1.1M 0.15% -2,098 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,468 $1.09M 0.09% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 14,393 $1.09M 0.15% 0 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 14,387 $1.09M 0.43% +195 13F-HR/A Timeline Ledyard National Bank More: the full row for Ledyard National Bank 14,309 $1.08M 0.1% -866 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,279 $1.08M 0.18% +7,190 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,414 $1.07M 0.07% +2,851 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 110,855 $1.07M 0.05% +929 13F-HR/A Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 13,991 $1.06M 0.16% -10 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 13,933 $1.05M 0.01% -7,599 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 13,926 $1.05M 0.11% -6,286 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 13,923 $1.05M 0.55% -6,189 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 13,906 $1.05M 0.04% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 13,872 $1.05M 0.22% -2,200 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 13,813 $1.05M 0.27% -109 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 13,746 $1.04M 0.32% -1,219 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 13,705 $1.04M 0.3% +3,153 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,683 $1.04M 0.07% -552 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,254 $1.03M 0.38% -1,340 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 13,639 $1.03M 0.7% -2,909 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 13,635 $1.03M 0.13% +12,800 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 13,610 $1.03M 0.15% 0 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 13,607 $1.03M <0.01% -1,630 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 13,564 $1.03M 0.08% -379 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 13,560 $1.03M 0.85% +2,861 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,556 $1.03M 0.05% +2,179 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 13,504 $1.02M 0.06% -305 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,361 $1.02M 0.04% +2,908 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,430 $1.01M 0.33% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,330 $1.01M 0.02% -4,202 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 13,248 $1.01M 0.37% -1,100 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,284 $1.01M 0.17% -625 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,274 $1M 0.05% -584,463 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 13,218 $1M 0.36% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 12,675 $998K 0.74% -208 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,187 $998K 0.07% -1,214 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,173 $997K 0.04% +40 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 13,082 $990K 0.02% -9,743 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 13,061 $988K 0.25% +395 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,987 $983K 0.25% -84 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,911 $982K 0.03% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 12,925 $978K 0.5% -350 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,877 $974K 0.11% +4,165 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,862 $973K 0.05% -216 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 12,818 $970K 0.13% -4,596 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 12,804 $969K 0.89% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 12,729 $963K 0.85% -110 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 12,645 $957K 0.56% +4,673 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,552 $950K 0.14% -1,697 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,465 $948K 0.21% +767 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,435 $941K 0.02% +1,026 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,411 $939K 0.37% -7,058 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,390 $938K 0.07% -11,364 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 12,372 $936K 0.71% 13F-HR/A Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,357 $935K 0.39% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 12,221 $934K 0.01% -6,661 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,334 $933K 0.04% -3,569 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,287 $930K 0.11% -380 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,279 $929K 0.16% -145 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 12,274 $929K 0.07% +4,638 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,230 $925K 0.1% -1,484 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,221 $925K 0.18% +4,042 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 12,213 $924K 2.73% 0 13F-HR/A Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,054 $912K 0.11% -663 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 11,962 $905K 0.13% -8,436 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,923 $902K 0.16% -16,324 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11,877 $899K 0.2% -175 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,806 $894K 0.03% +1,789 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,813 $894K 0.01% -142 13F-HR/A Timeline Tevis Investment Management More: the full row for Tevis Investment Management 11,705 $890K 0.66% -79 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,710 $886K 0.46% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,642 $881K 0.13% +2,006 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,639 $881K 0.03% -4,754 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,609 $878K 0.1% -62 13F-HR/A Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,603 $878K 0.66% -2,031 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,511 $871K 0.03% -207 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 11,494 $870K 0.43% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,454 $867K 0.03% -7,246 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 11,428 $865K 0.43% -3,683 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,429 $865K 0.41% -316 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 11,417 $864K 0.4% -156 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 11,415 $864K 0.4% 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 12,089 $861K 0.36% -2,806 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 11,365 $860K 0.02% -7,874 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,004 $855K -35,176 Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,285 $854K 0.02% +974 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 11,227 $850K 0.44% -1,673 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,194 $847K 0.33% +2,728 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,192 $847K 0.6% +2,265 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,169 $845K 0.25% +1,194 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,169 $845K 0.06% -10,667 13F-HR/A Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 11,097 $840K 0.02% new 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,062 $837K 0.07% -104 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 11,046 $836K 0.19% -1,699 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,020 $834K 0.33% -249 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 11,018 $834K 0.05% -42,966 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 11,000 $832K 0.09% 0 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 10,989 $832K 0.67% -432 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,962 $829K 0.17% -129 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,938 $828K 0.05% -1,693 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 10,906 $825K 0.12% -17,655 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,897 $825K 0.05% +2,531 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 10,886 $824K 0.1% -12,154 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 10,883 $824K 0.13% -7,306 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 10,806 $821K 0.29% -597 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,836 $820K 0.38% -145 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,758 $814K 0.06% -225 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,757 $814K 0.2% +153 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,748 $813K 0.27% +702 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,712 $811K 0.14% -653 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 10,664 $807K 0.45% -3,678 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,646 $806K 0.03% -755 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 10,996 $805K 0.33% +2,163 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 10,583 $801K 0.86% -150 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,565 $799K 0.08% +123 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,549 $798K 0.16% -300 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,537 $797K 0.04% +3,036 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,501 $795K 0.05% -142 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,500 $795K 0.37% +7,635 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 10,499 $794K 0.04% -35,277 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,480 $793K 0.25% -4,024 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,418 $788K 0.36% -867 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 10,405 $787K 0.7% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,384 $787K 0.06% +2,634 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 10,402 $787K 0.07% -1,450 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,382 $786K 0.08% -731 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,368 $785K 0.32% -185 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,345 $783K 0.1% -3,383 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,344 $783K 0.05% +3,789 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 10,322 $781K 0.29% -1,690 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,308 $780K 0.22% -1,285 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 10,261 $776K 0.13% -2,900 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,249 $776K 0.05% -114,686 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,238 $775K 0.02% +3,883 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,172 $770K 0.03% -1,857 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 10,073 $762K 0.67% +2,642 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 10,055 $761K 0.42% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10,046 $760K 0.09% +439 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,045 $760K 0.08% +131 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 10,020 $758K 0.05% -4,335 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,155 $758K 0.08% +1,125 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $757K 0.22% 0 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 10,000 $757K 0.55% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,973 $755K 0.04% -2,050 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 9,971 $755K 0.26% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,880 $751K 0.05% -650 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,907 $750K 0.07% +3,230 13F-HR Timeline Bond & Devick Financial Network, Inc. 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