Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,503 $6.83M 1.55% +3,771 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,496 $6.83M 2.29% +897 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 10,481 $6.82M 3.33% -86 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 10,473 $6.81M 4.54% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,470 $6.81M 1.18% -886 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,445 $6.79M 0.48% -2,742 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10,402 $6.77M 1.01% -296 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,371 $6.74M 0.47% -1,672 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 12,055 $6.74M 4.27% +389 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,338 $6.74M 1.57% +3 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,348 $6.73M 1.61% -328 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,342 $6.73M 1.29% -23 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,304 $6.7M 0.56% -8 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,280 $6.69M 0.61% +2,160 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 10,263 $6.67M 15.34% -4 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,248 $6.66M 2.28% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 10,217 $6.64M 1.5% -24 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,214 $6.64M 3.58% +17 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 10,207 $6.64M 5% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 10,171 $6.63M 1.64% +460 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 10,195 $6.63M 0.01% -4,071 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 10,178 $6.62M <0.01% +6,220 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,166 $6.61M 0.01% -144 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,161 $6.61M 1.08% -688 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 10,159 $6.61M 5.01% -101 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 10,132 $6.59M 6.51% +752 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,121 $6.58M 0.95% -9 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 10,090 $6.58M 5.91% -155 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,110 $6.58M 0.89% -154 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,107 $6.57M 1.95% -728 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 10,100 $6.57M 15.34% +1,500 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,077 $6.55M 1.37% 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,077 $6.55M 0.8% -246 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,054 $6.54M 0.28% -48 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 10,048 $6.53M 0.38% -68 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 10,043 $6.53M 2.6% +2,833 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,023 $6.52M 0.24% -659 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,997 $6.5M 2.72% -167 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,983 $6.49M 2.56% -8,255 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,973 $6.49M 3.98% -347 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,237 $6.47M 0.39% +1,220 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 9,931 $6.46M 5.88% +1,259 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 9,924 $6.45M 1.19% -482 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,920 $6.45M 0.67% +236 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,888 $6.43M 2.68% +177 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,886 $6.43M 0.62% +37 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,168 $6.43M 2.13% +90 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 9,880 $6.43M 0.2% new 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 9,409 $6.42M 1.14% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 9,859 $6.41M 1.13% -229 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,834 $6.4M 0.02% -131 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,811 $6.38M 0.65% +226 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 9,800 $6.37M 3.12% -344 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,792 $6.37M 2.79% +110 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 9,764 $6.35M 3.19% +20 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,754 $6.34M 1.38% -11 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 9,754 $6.34M <0.01% -63,142 13F-HR Timeline Group Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 9,733 $6.33M 2.61% 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 9,733 $6.33M 0.36% -685 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 9,714 $6.32M 0.37% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,700 $6.31M 0.56% +37 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 9,685 $6.3M 1.58% -27,410 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,665 $6.29M 0.64% +318 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 9,633 $6.26M 0.47% -2 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,630 $6.26M 0.36% -361 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,629 $6.26M 0.29% -863 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,593 $6.24M 0.38% -383 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 9,593 $6.24M 0.94% +2,036 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 9,571 $6.22M 5.29% -36 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,543 $6.21M 2.51% +284 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 9,542 $6.21M 2.48% +3,723 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,520 $6.19M 2.21% -2,693 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,512 $6.19M 4.01% -83 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 9,501 $6.18M 2.86% +7,477 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,474 $6.17M 0.59% -21,649 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 9,480 $6.17M 2.91% -842 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,619 $6.16M 1.28% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 9,472 $6.16M 1.14% +513 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,343 $6.14M 0.58% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,440 $6.14M 1.81% +61 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,430 $6.13M 0.98% +258 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,422 $6.13M 1.59% +209 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 9,408 $6.12M 4.83% -2,676 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 9,392 $6.11M 3.04% -15 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 9,385 $6.11M 0.01% -40,673 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 9,385 $6.1M 4.19% -210 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,383 $6.1M 2.24% -53 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,379 $6.1M 0.82% +1 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 9,377 $6.1M 4.68% -437 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,355 $6.08M 0.69% -79 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 9,340 $6.07M 3.27% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,336 $6.07M 1.65% -590 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,318 $6.06M 2.09% +10 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,298 $6.05M 3.54% -96 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,282 $6.04M 3.25% -120 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,260 $6.03M 1.44% -199 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,262 $6.02M 2.04% -89 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,256 $6.02M 0.96% +156 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,254 $6.02M 0.61% -94 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 8,138 $6.02M 2.26% +1,346 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 9,227 $6M 2.53% +195 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,214 $5.99M 0.07% -120 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,163 $5.98M 0.84% -253 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,150 $5.97M 0.53% -1,359 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,791 $5.94M 0.83% +28 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,132 $5.94M 0.66% -79 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,106 $5.92M 2.27% +50 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,101 $5.92M 0.78% -9 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 136,904 $5.92M 3.56% +127,212 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,092 $5.91M 2.1% +237 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 9,081 $5.91M 0.53% +195 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,062 $5.89M 0.48% +2,532 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,060 $5.89M 0.26% +47 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,057 $5.89M 2.42% -3 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,055 $5.89M 0.45% +3 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 9,040 $5.88M 2.69% +43 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,028 $5.87M 0.56% -303 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,025 $5.87M 0.61% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,010 $5.86M 2.68% +385 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 9,010 $5.86M 0.89% +6,947 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,002 $5.85M 2.64% -645 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 8,999 $5.85M 1.19% -707 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 8,981 $5.84M 0.43% -541 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 8,959 $5.83M 0.69% +21 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,958 $5.83M 0.39% +1 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 8,900 $5.79M 3.51% +15 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,879 $5.77M 0.56% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,871 $5.77M 2.03% -983 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,867 $5.77M 1.42% -33,575 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 8,852 $5.76M 1.8% -125 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,838 $5.75M 2.22% -20 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 8,830 $5.74M 2.38% -1,023 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,825 $5.74M 0.55% -745 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,812 $5.73M 2.15% -98 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,805 $5.73M 1.02% -320 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,779 $5.73M 2.81% -1,179 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,766 $5.7M 1.07% +17 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,745 $5.69M 0.87% -3,324 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,743 $5.69M 1.62% -194 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,741 $5.68M 0.9% -2,248 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,741 $5.68M 0.67% -76 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 8,736 $5.68M 2.38% +1,555 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 8,721 $5.67M 4.56% -421 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,646 $5.67M 1.23% +113 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,712 $5.67M 0.25% +1,054 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,654 $5.63M 2.09% +30 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 8,632 $5.61M 1.53% +115 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 8,600 $5.59M 0.85% +900 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 8,575 $5.58M 1.68% -858 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,563 $5.57M 1% -87 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,550 $5.56M 2.35% +15 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,495 $5.54M 1.75% -1,132 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 8,482 $5.52M 1.22% -428 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,481 $5.52M 1.65% -55 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,479 $5.51M 1.66% -419 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,432 $5.48M 0.59% -288 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,431 $5.48M 3.16% -101 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,421 $5.48M 0.59% -426 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,409 $5.47M 0.93% +2 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,369 $5.44M 2.79% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,353 $5.43M 1.54% -26 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 8,138 $5.43M 1.42% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,340 $5.42M 1.21% -107 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 8,324 $5.41M 2.1% +176 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,320 $5.41M 1.79% -279 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,307 $5.4M 0.35% -231 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 8,303 $5.4M 0.87% -221 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,289 $5.39M 2.46% +12 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 8,259 $5.37M 1.61% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,258 $5.37M 0.46% -537 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 8,248 $5.36M 1.67% +7,380 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,229 $5.35M 2.07% -728 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,216 $5.34M 2.46% +7,016 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,205 $5.34M 0.22% -56 13F-HR Timeline Veltria Advisors Corp. 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