ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 20,087 $2.95M 0.3% -403 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,070 $2.94M 0.19% -1,127 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 20,046 $2.94M 0.26% -1,101 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,035 $2.94M 0.08% +1,563 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 20,022 $2.94M 0.21% +8,011 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,021 $2.94M 0.07% -1,307 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 20,010 $2.93M 0.89% +949 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 19,997 $2.93M 1.37% +594 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 19,983 $2.93M 1.18% -132 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 19,969 $2.93M 0.55% +2,952 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 19,957 $2.93M 0.15% -138 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 19,950 $2.93M 0.19% +2,030 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 19,897 $2.92M 1.61% -127 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 19,891 $2.92M 0.37% +130 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 19,886 $2.92M 2.61% +841 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 19,873 $2.91M 0.55% -22 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 19,861 $2.91M 0.29% -480 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,855 $2.91M 0.08% +3,709 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,829 $2.91M 0.24% -354 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,810 $2.9M 0.45% -1,248 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 19,810 $2.9M 0.21% +523 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 19,804 $2.9M 0.21% 0 13F-HR/A Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 20,359 $2.9M 0.06% -421 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 19,740 $2.89M 0.62% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 19,719 $2.89M 0.27% +971 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 19,703 $2.89M 1.22% -180 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19,689 $2.89M 0.13% +334 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 19,671 $2.88M 1.04% +25 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 19,648 $2.88M 1.3% 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 19,581 $2.87M 0.26% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 19,564 $2.87M 0.31% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 19,523 $2.86M 0.27% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 19,445 $2.85M 0.37% +10 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 19,375 $2.84M 0.64% +933 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 19,367 $2.84M 1.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 19,362 $2.84M 1.9% -170 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 19,345 $2.84M 0.26% +4,487 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 19,315 $2.83M 0.61% -84 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 19,303 $2.83M 0.27% +1,875 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 19,258 $2.82M 0.18% +7,479 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 19,212 $2.82M 0.61% +2,006 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,156 $2.81M 0.41% +337 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 19,154 $2.81M 0.04% -311 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 19,118 $2.8M 0.04% +733 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,116 $2.8M 0.47% -131 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 18,944 $2.78M 0.23% +683 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 18,928 $2.78M 1.73% -401 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 18,920 $2.77M 1.34% -200 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 18,871 $2.77M 2.12% -748 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,849 $2.76M 0.11% -510 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 18,847 $2.76M 0.45% +9,124 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 18,834 $2.76M 0.2% -431 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 18,800 $2.76M 1.3% +85 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 18,578 $2.72M 3.59% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,571 $2.72M 1.08% -3,053 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,565 $2.72M 0.14% -115 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 18,475 $2.71M 0.62% -232 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 18,474 $2.71M 0.45% +227 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 18,437 $2.7M 0.78% +625 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,423 $2.7M 0.19% +550 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 18,387 $2.7M 0.2% -471 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 18,369 $2.69M 0.43% -130 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18,322 $2.69M 0.02% -2,269 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 18,302 $2.68M 0.19% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 18,292 $2.68M 0.2% +778 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 18,257 $2.68M 0.33% -1,338 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 18,222 $2.67M 0.32% +4,617 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 18,195 $2.67M 0.3% -7,073 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 18,183 $2.67M 0.03% -6,168 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,182 $2.67M 0.24% -11 13F-HR Timeline Group American Trust More: the full row for American Trust 18,143 $2.66M 0.21% -1,316 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 18,143 $2.66M 0.54% +1,144 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 18,127 $2.66M 0.88% +2,742 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,117 $2.66M 0.39% -770 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,095 $2.65M 0.41% +609 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 18,094 $2.65M 0.43% -532 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 18,059 $2.65M 0.31% -8,209 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 18,016 $2.64M 0.97% -226 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 17,967 $2.63M 0.43% 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,828 $2.61M 0.1% +291 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 17,813 $2.61M 0.99% +861 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,809 $2.61M 0.41% +532 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,795 $2.61M 0.09% +17,572 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,757 $2.6M 0.48% +1,684 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 17,752 $2.6M 0.02% -30,603 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 17,700 $2.6M 0.39% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,688 $2.59M 0.03% +4,373 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,687 $2.59M 0.1% -851 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 17,646 $2.59M 0.57% 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 17,622 $2.58M 0.76% -35 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 17,602 $2.58M 0.25% +400 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 17,566 $2.58M 0.35% -274 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 17,559 $2.57M 0.03% +1,138 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 17,541 $2.57M 0.14% -49 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 17,496 $2.57M 0.22% -211 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 17,494 $2.57M 0.43% -319 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17,472 $2.56M 0.24% -962 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 17,448 $2.56M 0.92% +445 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 17,425 $2.56M 0.55% +140 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 17,406 $2.55M 0.06% -7,015 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 17,645 $2.55M 0.69% +910 13F-HR Timeline BANK OZK More: the full row for BANK OZK 17,361 $2.55M 0.76% -2,171 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 17,343 $2.54M 0.14% -409 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 17,308 $2.54M 0.2% +851 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 17,305 $2.54M 0.49% -138 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 17,277 $2.53M 0.85% +446 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 17,276 $2.53M 0.08% +501 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,226 $2.53M 0.12% +312 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 17,225 $2.53M 1.24% +553 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 17,207 $2.52M 1.44% +2,542 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 17,426 $2.52M 0.56% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 17,150 $2.51M 0.18% -168 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 17,143 $2.51M 2.88% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 17,128 $2.51M 0.88% +31 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 17,106 $2.51M 0.03% +7,617 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,097 $2.51M 0.47% +984 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,026 $2.5M 0.08% -2,942 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,016 $2.5M 0.65% -214 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 17,000 $2.49M 0.15% 0 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 16,955 $2.49M 1.47% -418 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 16,812 $2.47M 0.29% +893 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,784 $2.46M 0.12% -2,185 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 16,798 $2.46M 0.27% +74 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 16,792 $2.46M 0.51% -226 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 16,788 $2.46M 1.79% +1,105 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,759 $2.46M 0.16% -403 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,721 $2.45M 0.18% -943 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 16,707 $2.45M 0.61% -274 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 16,700 $2.45M 0.09% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16,615 $2.44M 0.05% -124 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,592 $2.43M 0.08% -346 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 16,562 $2.43M 1.34% -214 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16,532 $2.42M 0.32% -291 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 16,496 $2.42M 1.14% +1,740 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16,470 $2.42M 0.94% +462 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 16,404 $2.41M 0.12% +1,357 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 16,400 $2.4M 0.78% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,382 $2.4M 0.24% +46 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,365 $2.4M 0.71% -554 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 16,334 $2.4M 0.54% new 13F-HR Timeline InvesTrust More: the full row for InvesTrust 16,332 $2.39M 0.92% -35 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 16,291 $2.39M 0.94% -248 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 16,276 $2.39M 0.74% -79 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 16,273 $2.39M 0.09% +90 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,250 $2.38M 0.15% +2,964 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 16,246 $2.38M 0.48% +19 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,232 $2.38M 0.64% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 16,166 $2.37M 0.32% -117 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 16,132 $2.37M 1.18% +1,839 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 16,127 $2.36M 0.21% -202 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 16,115 $2.36M 0.59% -413 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 16,106 $2.36M 0.44% -2,006 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 16,100 $2.36M 0.5% +13,507 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 16,086 $2.36M 0.23% +2,221 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,064 $2.36M 0.14% -2,524 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,062 $2.36M 0.19% -1,756 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16,056 $2.35M 0.96% -3,451 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 15,997 $2.35M 0.29% -492 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 16,035 $2.35M 0.67% +14,098 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,997 $2.35M 1.19% -2,906 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 15,963 $2.34M 0.11% -155 13F-HR Timeline Group United Bank More: the full row for United Bank 15,948 $2.34M 0.71% -528 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 15,938 $2.34M 0.63% -28 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 15,930 $2.34M 0.52% +989 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 15,925 $2.34M 0.28% -491 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 15,920 $2.33M 0.48% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15,889 $2.33M 0.21% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,858 $2.33M 0.07% -3,073 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,795 $2.32M 0.62% +454 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 15,753 $2.31M 0.08% +7,195 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,725 $2.31M 0.22% -340 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 15,700 $2.3M 0.62% -389 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 15,695 $2.3M 0.66% +15 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 15,673 $2.3M 1.13% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,653 $2.3M 0.48% -169 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,649 $2.29M 0.24% +272 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 15,534 $2.28M 0.47% -275 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 15,522 $2.28M 0.3% +12,727 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 15,520 $2.28M 0.13% -55,300 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 15,519 $2.28M 0.31% -4,719 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 15,517 $2.28M 0.5% -1,882 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,494 $2.27M 0.11% +6,955 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 15,492 $2.27M 1.66% -341 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 15,388 $2.27M 0.3% +189 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 15,388 $2.26M 0.68% +1,868 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,387 $2.26M 0.16% +7 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 15,380 $2.26M 0.86% +1,121 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 15,081 $2.25M 0.28% -5,527 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 15,323 $2.25M 0.1% -228 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 24,689 $2.24M 0.3% +10,091 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 15,204 $2.23M 0.01% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 15,228 $2.23M 0.23% +65 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,152 $2.22M 0.45% -201 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 15,151 $2.22M 0.21% +5 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 15,137 $2.22M 0.57% -70 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 15,130 $2.22M 0.89% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 15,128 $2.22M 1% +800 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 15,102 $2.21M 0.48% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 14,626 $2.21M 0.34% -1,120 13F-HR Timeline Group TOBAM More: the full row for TOBAM 15,100 $2.21M 0.54% -3,115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.