Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,895 $1.66M 0.35% +447 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 11,894 $1.66M 0.74% -220 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,869 $1.66M 0.44% -1,060 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,933 $1.66M 1.23% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 11,810 $1.65M 1.39% -50 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,754 $1.64M 0.17% -300 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 11,747 $1.64M 0.81% +912 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 11,690 $1.63M 2.04% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,684 $1.63M 0.13% +243 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,673 $1.63M 0.14% -727 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,625 $1.63M 0.13% +1,136 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,608 $1.62M 0.86% -106 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,605 $1.62M 0.62% -317 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,590 $1.62M 0.24% +589 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,588 $1.62M 0.21% -365 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,559 $1.62M 0.73% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,544 $1.61M 0.08% -16,453 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 11,536 $1.61M 0.08% new 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 11,534 $1.61M 1.54% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 11,500 $1.61M 0.06% -13,400 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 11,490 $1.61M 0.58% +2,716 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,480 $1.61M 0.07% -2,454 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,422 $1.6M 0.08% +201 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,404 $1.59M 0.07% -604 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 11,347 $1.59M 0.65% -1,361 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 11,356 $1.59M 0.33% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,355 $1.59M 0.14% +2 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 11,335 $1.58M 0.74% -532 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,324 $1.58M 0.34% +36 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,312 $1.58M 0.72% -2,708 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,298 $1.58M 0.14% -2,130 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 11,295 $1.58M 1.07% +260 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,292 $1.58M 0.42% -17 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 11,280 $1.58M 0.18% -1,261 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 11,275 $1.58M 0.78% -1,174 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,260 $1.57M 0.06% -579 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,224 $1.57M 0.1% +24 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,054 $1.57M 0.06% 0 13F-HR/A Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 11,200 $1.57M 1.25% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 11,189 $1.56M 0.11% +65 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,184 $1.56M 0.55% +26 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 11,184 $1.56M 0.54% +720 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 11,178 $1.56M 0.33% +4,621 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,173 $1.56M 0.29% new 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 11,171 $1.56M 0.73% +9,707 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,086 $1.56M 0.19% +323 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,169 $1.56M 0.12% +1,483 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 11,000 $1.56M 0.21% new 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,165 $1.56M 0.84% +1,983 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,130 $1.56M 0.06% +332 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 11,124 $1.56M 0.21% +7,962 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 11,102 $1.55M 0.34% -2,499 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,076 $1.55M 0.37% +475 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,068 $1.55M 0.37% +42 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 11,052 $1.55M 0.77% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,999 $1.54M 0.13% -293 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 11,000 $1.54M 0.81% -29,000 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 11,000 $1.54M 1.06% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,975 $1.53M 0.11% -1,886 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,951 $1.53M 0.07% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,944 $1.53M 0.43% +918 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,935 $1.53M 1.1% -25 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 10,928 $1.53M 0.42% +2,227 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,909 $1.53M 0.06% -1,272 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,904 $1.52M 0.14% -6 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,903 $1.52M 0.14% +7,392 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,902 $1.52M 0.06% -6,428 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 10,870 $1.52M 0.3% -1,553 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,867 $1.52M 0.08% -85 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,861 $1.52M 0.1% +1,122 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,850 $1.52M 1.21% -66 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,849 $1.52M 0.47% +4,241 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,824 $1.51M 0.08% -154,218 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10,812 $1.51M 0.85% +2,237 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,803 $1.51M 0.39% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,768 $1.51M 0.05% -351 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,752 $1.5M 0.06% +112 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Providence First Trust Co More: the full row for Providence First Trust Co 10,751 $1.5M 0.61% -89 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,750 $1.5M 0.4% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,748 $1.5M 0.2% -1,988 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,724 $1.5M 0.16% +572 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,706 $1.5M 0.09% -124 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,706 $1.5M 0.15% +4,464 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,676 $1.49M 0.06% -5,995 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,657 $1.49M 0.09% +832 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 10,650 $1.49M 1.05% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,612 $1.48M 0.06% +1,751 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 10,600 $1.48M 0.06% -4,394 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 10,600 $1.48M 1.7% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,578 $1.48M 0.25% -225 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,566 $1.48M 0.42% +243 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 10,547 $1.47M 0.76% +98 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,541 $1.47M 0.3% +1,575 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,535 $1.47M 0.21% -201 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,453 $1.46M 0.2% +89 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 10,448 $1.46M 0.81% +1,707 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 10,417 $1.46M 0.1% +537 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,412 $1.46M 0.15% +944 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10,384 $1.45M 0.99% +8,892 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,371 $1.45M 0.42% +162 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,370 $1.45M 0.44% -632 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 10,365 $1.45M 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,353 $1.45M 0.38% +157 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,353 $1.45M 0.6% +8,234 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,348 $1.45M 0.1% +1,863 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,341 $1.45M 0.25% +8 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 10,336 $1.45M 0.4% -1,401 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 10,300 $1.44M 0.28% +1,385 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,293 $1.44M 0.4% -330 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,285 $1.44M 0.05% -545 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,266 $1.44M 0.22% -284 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,260 $1.43M 0.36% -352 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,258 $1.43M 0.34% -1,174 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,239 $1.43M 0.15% +840 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,236 $1.43M 0.3% -550 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,203 $1.43M 0.03% -50,244 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,187 $1.42M 0.05% +7,833 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,173 $1.42M 0.07% +140 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,171 $1.42M 0.21% +58 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,165 $1.42M 0.07% +467 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 10,163 $1.42M 1.85% -10,526 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 10,154 $1.42M 0.35% -105 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,146 $1.42M 0.08% -1,219 13F-HR/A Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,126 $1.42M 0.09% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,106 $1.41M 0.66% +5,447 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 10,188 $1.4M 0.91% -48 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 10,018 $1.4M 1.34% -610 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 10,000 $1.4M 0.18% new 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,992 $1.4M 0.57% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,963 $1.39M 0.13% -1,711 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,351 $1.39M 0.25% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,340 $1.39M 0.96% +1,922 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,937 $1.39M 0.91% -1,188 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,928 $1.39M 0.05% +506 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,907 $1.39M 0.1% +1,493 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 9,844 $1.38M 0.1% -67,371 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,823 $1.37M 0.15% -720 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,803 $1.37M 0.54% +1,252 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,800 $1.37M 0.69% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,783 $1.37M 0.24% -80 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,780 $1.37M 0.42% -122 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,710 $1.36M 0.24% +1,515 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,695 $1.36M 0.18% +156 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 9,690 $1.35M 0.25% -30 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 9,660 $1.35M 0.44% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,585 $1.34M 0.91% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,565 $1.34M 0.21% -321 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,538 $1.33M 0.7% +103 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,537 $1.33M 0.27% -30 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 9,524 $1.33M 1.05% +826 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 9,509 $1.33M 0.48% -409 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9,505 $1.33M 0.28% +386 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,505 $1.33M 0.58% +1,309 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,496 $1.33M 0.08% -125 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,484 $1.33M 0.05% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,475 $1.32M 0.3% +548 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,444 $1.32M 0.05% -712 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,439 $1.32M 0.13% -697 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 9,428 $1.32M 1.16% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,413 $1.32M 0.57% -57 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,409 $1.32M 0.65% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,378 $1.31M 0.25% +1,285 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,355 $1.31M 0.03% +3,153 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 9,330 $1.3M 0.21% +56 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,307 $1.3M 0.23% +3 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,294 $1.3M 0.22% -129 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,294 $1.3M 0.34% -391 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,277 $1.3M 0.14% +2,122 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,265 $1.3M 0.13% -77 13F-HR/A Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,765 $1.29M 0.79% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,236 $1.29M 0.08% -7,278 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 9,234 $1.29M 1.23% -39 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9,214 $1.29M 0.1% +5,500 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 9,165 $1.28M 0.19% -1,598 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,150 $1.28M 0.14% +2,989 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,145 $1.28M 0.16% -16 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,136 $1.28M 0.3% +10 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,133 $1.28M <0.01% +1,284 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,100 $1.27M 0.28% -65 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 9,100 $1.27M 1.01% +1,910 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 9,089 $1.27M 1.38% 0 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,070 $1.27M 0.16% -103 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,064 $1.27M 0.62% +171 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,060 $1.27M 1.27% -700 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,049 $1.27M 0.53% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,048 $1.27M 0.19% +212 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,029 $1.26M 0.23% -681 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,016 $1.26M 0.04% +2,600 13F-HR Timeline Freedom Investment Management, Inc. 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