Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,441 $395K 0.2% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,350 $391K 0.16% -50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,271 $388K 0.02% +200 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,235 $386K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,225 $386K 0.03% +1,761 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,139 $382K <0.01% -568 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,113 $381K 0.08% +75 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 9,031 $377K 0.04% -3,888 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,025 $377K 0.03% +1,621 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,002 $376K 0.17% +100 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,985 $376K 0.14% +2,930 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,934 $373K 0.05% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,919 $373K <0.01% +437 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,914 $373K 0.02% -1,992 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,865 $371K 0.28% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,793 $368K 0.02% +1,104 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,780 $367K 0.02% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,777 $367K 0.01% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,741 $365K 0.2% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 8,698 $364K 0.02% -860 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,672 $362K 0.02% +270 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,670 $362K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,574 $361K 0.01% -396 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,630 $361K 0.06% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,527 $359K 0.02% -747 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 8,577 $359K 0.15% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,583 $359K 0.07% -9,603 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,555 $358K 0.11% -325 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,359 $358K 0.01% +5,107 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,476 $354K 0.01% +480 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,464 $354K 0.03% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 8,450 $353K 0.15% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,413 $352K 0.18% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8,403 $351K 0.19% +70 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,402 $351K 0.03% -2,454 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,288 $349K 0.09% +2,411 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,300 $347K 0.03% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,300 $347K 0.01% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,292 $347K 0.06% +2,321 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,250 $345K 0.02% +1,197 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,175 $342K 0.13% +669 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,088 $338K 0.01% +140 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,074 $338K 0.02% +852 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8,062 $337K 0.22% -3,470 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,000 $334K 0.2% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,000 $334K 0.09% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,971 $333K 0.01% -1,206 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,961 $333K 0.03% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,950 $332K 0.04% +425 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,946 $332K 0.02% +1,485 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,876 $331K 0.03% +870 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,900 $330K 0.09% -57 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 7,885 $330K 0.05% +326 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,871 $329K 0.03% +550 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,871 $329K 0.01% -643 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,841 $328K 0.01% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 7,828 $327K 0.08% -321 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,818 $327K 0.07% +676 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,806 $326K 0.01% +1,143 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,769 $325K 0.05% +835 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 7,750 $324K 0.14% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,685 $321K 0.22% +110 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,630 $319K 0.26% +1,220 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,586 $317K 0.02% +473 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,586 $317K 0.18% -368 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,283 $317K 0.23% -182 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 7,579 $317K 0.28% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,566 $316K 0.1% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,503 $314K 0.05% -340 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,482 $313K 0.13% new 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,471 $312K 0.15% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,464 $312K 0.03% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 7,419 $310K 0.17% +1,667 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,422 $310K 0.07% -4 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,417 $310K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,416 $310K 0.06% -372 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,393 $309K 0.01% -6,989 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,366 $309K 0.03% new 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 7,378 $308K 0.33% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,348 $307K 0.14% +316 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,300 $305K 0.17% +150 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,287 $305K <0.01% +1,847 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,275 $304K 0.03% +275 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,191 $303K 0.05% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,195 $301K 0.02% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,156 $299K 0.07% +25 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,142 $299K 0.01% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,138 $298K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,124 $298K 0.01% +924 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,129 $298K 0.04% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,064 $297K 0.09% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,092 $296K 0.08% +238 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,082 $296K 0.1% +1,085 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,077 $296K 0.02% +212 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,071 $296K 0.05% -225 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,037 $294K 0.04% +119 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,034 $294K 0.01% +616 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,996 $292K 0.04% +95 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 6,948 $290K 0.11% +10 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,916 $289K 0.01% +243 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 6,900 $288K 0.11% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,897 $288K 0.08% +496 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,879 $288K <0.01% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,418 $287K 0.12% -130 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,847 $286K 0.15% +94 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,827 $285K 0.04% -225 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,823 $285K 0.03% -93 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,750 $282K 0.02% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 6,613 $279K 0.28% +1,164 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,675 $279K 0.13% +104 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,659 $278K 0.01% +48 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,640 $278K 0.01% +1,618 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,638 $277K 0.11% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,604 $276K 0.04% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,566 $274K 0.18% -4,889 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,519 $272K 0.13% -286 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,518 $272K 0.12% -263 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,506 $272K 0.01% +90 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 6,500 $272K 0.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,486 $271K 0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,422 $268K 0.02% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,374 $266K 0.12% +350 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,337 $265K 0.02% +1,369 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,304 $263K 0.09% -97,096 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,285 $263K 0.18% +5,080 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,263 $262K 0.01% +57 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,269 $262K 0.09% -50 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,245 $261K 0.02% -71 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,240 $261K 0.12% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,194 $259K 0.1% -247 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,372 $259K 0.01% +430 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,190 $259K 0.12% +10 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,227 $257K 0.01% -6,635 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,100 $255K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,098 $255K <0.01% -523 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 6,074 $254K 0.1% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,035 $252K 0.02% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 6,040 $252K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6,019 $252K 0.08% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,988 $250K <0.01% new 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 5,978 $250K 0.02% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,970 $250K 0.15% +590 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,961 $249K 0.05% -12,156 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,957 $249K 0.16% -5,879 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,951 $249K 0.03% +1,457 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,934 $248K 0.03% -1,508 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,917 $247K 0.04% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,897 $246K 0.01% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,864 $245K 0.02% 0 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 5,850 $245K 0.03% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,847 $244K 0.03% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,846 $244K 0.02% -50 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 5,824 $243K 0.06% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,789 $242K 0.13% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,745 $241K 0.01% +163 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,739 $240K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,732 $240K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,674 $239K 0.02% -66 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,695 $238K 0.08% -440 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,667 $237K 0.04% +915 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,655 $236K 0.01% +335 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,557 $234K <0.01% new 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,585 $233K 0.08% -312 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,583 $233K 0.04% -100 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,540 $232K 0.11% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,500 $230K 0.02% 0 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,500 $230K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,494 $230K 0.01% -138 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,470 $229K <0.01% +807 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,018 $228K 0.05% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,462 $228K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,454 $228K 0.02% -57 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,400 $226K 0.02% +34 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,390 $225K <0.01% +42 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,361 $224K 0.02% -4,356 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5,353 $224K <0.01% -54 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5,351 $224K 0.04% -1,060 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,332 $223K 0.02% -129 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,319 $222K 0.05% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,314 $222K 0.13% -186 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,415 $221K 0.1% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,255 $219K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,237 $219K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,225 $218K 0.01% +980 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,212 $218K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,207 $218K 0.05% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,185 $217K 0.02% -115 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,156 $216K 0.05% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,152 $215K 0.01% -1,893 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,105 $215K 0.09% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,135 $215K 0.02% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,135 $215K 0.06% +60 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,127 $214K 0.08% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 5,124 $214K 0.13% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,100 $213K 0.07% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,022 $211K <0.01% -224 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 5,040 $211K 0.13% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,033 $210K <0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,025 $210K 0.11% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,024 $210K 0.09% new 13F-HR Timeline