JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 85,912 $11.5M 4.18% -846 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 85,899 $11.5M 0.83% +1,976 13F-HR Timeline FUNDSMITH INVESTMENT SERVICES LTD. More: the full row for FUNDSMITH INVESTMENT SERVICES LTD. 85,880 $11.5M 0.15% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 85,853 $11.5M 2.43% +1,324 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 85,839 $11.5M 0.38% +7,875 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 85,778 $11.5M 4.4% -4,423 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 85,524 $11.5M 1.17% -993 13F-HR Timeline Freedom Investment Management, Inc. 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Mason LLC 84,711 $11.4M 5.97% -6,519 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 84,696 $11.4M 0.85% -2,903 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 84,341 $11.3M new Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 84,234 $11.3M 0.98% +282 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 84,189 $11.3M 1.12% +2,429 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 84,109 $11.3M 0.6% +10,352 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 84,087 $11.3M 7.37% -582 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 84,028 $11.3M 8.14% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 83,996 $11.3M 0.24% -9,424 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 83,994 $11.3M 2.89% +2,425 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 83,815 $11.3M 4.39% -17,850 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 83,790 $11.3M 9.43% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 83,649 $11.2M 1.32% -12,999 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 83,621 $11.2M 1.32% +1,461 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 83,614 $11.2M 2.44% +3,468 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 83,564 $11.2M 6.96% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 83,555 $11.2M 0.56% -775 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 83,204 $11.2M 3.39% +2,081 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 82,819 $11.1M 1.44% -14,768 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 82,767 $11.1M 5.2% -2,258 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 80,242 $11.1M 6.13% -4,474 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 82,624 $11.1M 1.35% -1,456 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 82,620 $11.1M 0.52% +2,215 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 82,601 $11.1M 1.52% -12,598 13F-HR Timeline Group TFR Capital, LLC. 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More: the full row for Finer Wealth Management, Inc. 80,242 $10.8M 6.18% -968 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 80,229 $10.8M 5.58% +5,669 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 80,185 $10.8M 5.96% +13 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 80,017 $10.7M 0.3% -1,200 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 79,993 $10.7M 3.07% -3,828 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 79,807 $10.7M 3.5% +69,987 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 79,730 $10.7M 0.85% -6,131 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 79,676 $10.7M 0.86% -874 13F-HR Timeline Kemnay Advisory Services Inc. 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More: the full row for Abbot Financial Management, Inc. 78,419 $10.5M 5.24% -733 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 78,242 $10.5M 3% +2,636 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 78,129 $10.5M 1.36% -1,414 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 78,072 $10.5M 4.2% -26,580 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 77,976 $10.5M 0.6% +10,576 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 77,964 $10.5M 5.34% -964 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 77,924 $10.5M 9.02% -475 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 77,775 $10.4M 7.19% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 77,751 $10.4M 3.32% +57 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 77,681 $10.4M 3.73% -2,072 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 77,675 $10.4M 5.07% -1,881 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 77,560 $10.4M 0.93% -1,222 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 77,479 $10.4M 3.85% -26 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 77,478 $10.4M 6.36% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 77,365 $10.4M 1.41% +8,540 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 77,261 $10.4M 6.48% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 77,257 $10.4M 0.21% +12 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 77,101 $10.4M 3.56% -1,540 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 77,072 $10.4M 3.6% -225 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 76,720 $10.3M 5.12% -176 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 76,718 $10.3M 2% -4,749 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 76,704 $10.3M 3.71% +2,151 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 76,553 $10.3M 3.88% +28 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 76,544 $10.3M 1.51% +6,502 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 77,914 $10.3M 3.55% -2,321 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 76,103 $10.2M 6.14% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 76,004 $10.2M 0.7% +821 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 76,000 $10.2M 1.24% +28,000 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 75,993 $10.2M 4.69% -2,082 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 75,933 $10.2M 4.73% +153 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 75,681 $10.2M 5.51% +381 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 75,620 $10.2M 0.1% +8,405 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 75,612 $10.2M 0.99% +657 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 75,573 $10.1M 0.82% -180 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 75,571 $10.1M 3.54% -1,553 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 75,420 $10.1M 0.98% +4,340 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 75,377 $10.1M 1.75% -4,065 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 75,313 $10.1M 2.02% -3,824 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 75,269 $10.1M 6.77% 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 75,192 $10.1M 2.61% +1,624 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 75,180 $10.1M 0.64% -120 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 75,170 $10.1M 1.5% -29 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 75,165 $10.1M 1.22% -5,282 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 75,150 $10.1M 5.31% -2,230 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 75,072 $10.1M 2.43% -1,675 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 75,028 $10.1M 2.44% -34 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 75,000 $10.1M 3.46% -53,500 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. 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More: the full row for Privium Fund Management B.V. 73,000 $9.8M 2.22% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 72,991 $9.8M 4.49% +2,316 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 72,909 $9.79M 1.2% +2,427 13F-HR Timeline Stony Point Capital LLC More: the full row for Stony Point Capital LLC 72,875 $9.79M 2.25% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 72,723 $9.77M 6.29% +16,450 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 72,578 $9.75M 1.17% -1,895 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 72,542 $9.74M 0.68% -1,506 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 72,523 $9.74M 0.91% +6,930 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 72,399 $9.72M 5% -6,202 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 70,290 $9.72M 1.52% -17,810 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 72,315 $9.71M 0.91% -828 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 72,315 $9.71M 5.72% 13F-HR Timeline Nadler Financial Group, Inc. 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