TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,950 $660K 0.05% 0 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,939 $659K 0.02% -177 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,937 $659K 0.03% -339 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 8,861 $653K 0.29% +1,328 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,853 $652K 0.01% -525 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 8,843 $652K 0.67% -10,595 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,827 $650K 0.03% -970 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 8,818 $650K <0.01% -794,476 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 8,772 $646K 0.46% +379 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,743 $644K 0.03% +123 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 8,700 $641K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,695 $641K 0.02% +4,234 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 8,665 $639K 0.47% +696 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,663 $638K 0.04% +7 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,648 $637K 0.43% +937 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,584 $633K 0.23% -6,030 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,577 $632K 0.02% +1,311 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,553 $630K 0.02% +636 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,547 $630K 0.02% +910 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,542 $629K +500 Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,518 $628K 0.45% -230 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,400 $625K 0.03% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,483 $625K 0.08% +2,084 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,475 $625K 0.08% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,406 $619K 0.03% +101 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,305 $612K 0.01% -686 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 8,271 $609K 0.43% -862 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 8,255 $608K 0.02% 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,252 $608K 0.41% -133 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 8,227 $606K 0.09% 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 8,200 $604K 0.4% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,179 $603K 0.07% -589 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,166 $602K 0.12% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,144 $600K 0.05% -275 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,140 $600K 0.01% -1,835 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,128 $599K 0.07% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,103 $597K 0.03% -150 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,096 $597K 0.2% -56 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,004 $590K 0.35% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 7,997 $589K 0.04% -178 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,993 $589K 0.07% 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,974 $588K 0.4% -601 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,970 $587K 0.44% -15 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,908 $583K 0.08% 0 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,903 $582K 0.07% -672 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 7,856 $579K 0.36% +6 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,840 $578K 0.38% -200 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,807 $575K 0.05% +301 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,798 $575K 0.02% -225 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,793 $574K 0.37% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,737 $570K 0.02% +1,341 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,730 $570K 0.01% +2,470 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 7,699 $567K 0.19% -611 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 7,564 $557K 0.37% 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,514 $554K <0.01% new 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,192 $553K 0.14% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,490 $552K 0.03% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,471 $551K 0.12% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,465 $550K <0.01% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,450 $549K 0.21% -200 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,445 $549K <0.01% 0 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,445 $549K 0.29% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,484 $546K 0.01% +10 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,405 $546K 0.03% +1,153 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 7,345 $541K 0.04% -338 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,330 $540K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 7,330 $540K 0.6% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,315 $540K 0.02% +26 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,318 $539K 0.04% +2,200 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 7,295 $538K 0.03% -22 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,247 $534K 0.24% -366 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,220 $532K 0.03% +671 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,217 $532K 0.07% +214 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,199 $531K 0.06% -199 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,199 $530K 0.05% +824 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,167 $528K 0.09% -1,337 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,139 $526K 0.2% -1,394 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,136 $526K 0.02% +432 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,125 $525K 0.11% -1,048 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 7,100 $523K 0.05% -485 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,088 $522K 0.02% -250 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,045 $519K 0.34% -454 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,044 $519K 0.05% new 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 7,000 $516K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,994 $515K 0.15% -474 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,978 $514K 0.01% -633 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 6,895 $508K 0.13% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,860 $506K <0.01% +1,607 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,814 $502K 0.2% +156 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,813 $502K 0.29% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,809 $502K 0.01% +1,266 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,730 $496K 0.06% -332 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,671 $492K 0.19% -299 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,648 $490K 0.01% -866 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,620 $488K 0.02% +362 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,584 $485K 0.02% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,576 $485K 0.01% +166 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,553 $483K <0.01% +103 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,534 $481K <0.01% +3,095 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,526 $481K 0.05% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 6,512 $480K 0.07% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,508 $480K 0.19% +14 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,504 $479K 0.19% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,402 $472K 0.13% +578 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 6,400 $472K 0.81% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 6,372 $470K 0.26% -282 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 6,335 $467K 0.13% +250 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,377 $465K 0.07% +3 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 6,275 $462K 0.17% +12 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,234 $459K 0.03% +814 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,234 $459K 0.01% -74 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,230 $459K 0.17% -20 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,224 $459K 0.11% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,222 $458K 0.01% +145 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,170 $455K 0.05% +425 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 6,153 $453K 0.03% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,150 $453K 0.1% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 6,136 $452K 0.37% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,113 $451K 0.01% +1,772 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,113 $450K 0.11% -14 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,110 $450K 0.14% -25 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,233 $450K 0.02% -1,088 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,094 $449K 0.05% -793 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,087 $449K 0.01% +111 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,079 $448K 0.03% +860 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,061 $447K 0.01% -47 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,055 $446K 0.2% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,041 $445K 0.02% -85 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,030 $444K 0.05% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,028 $444K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LCNB CORP More: the full row for LCNB CORP 6,019 $444K 0.15% +90 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 104,664 $443K 0.03% +100,384 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,000 $442K 0.03% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,987 $441K 0.02% +351 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,963 $439K 0.07% +1,585 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,921 $436K 0.09% -351 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,912 $436K 0.01% -201 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,846 $431K 0.03% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,834 $430K 0.2% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,825 $429K 0.08% -304 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,817 $429K 0.01% -338 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,810 $428K 0.41% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,790 $427K <0.01% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,750 $424K 0.02% +93 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,749 $424K 0.01% +2,216 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,726 $422K 0.04% -32 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,720 $422K 0.16% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,719 $421K 0.07% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,716 $421K 0.1% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,714 $421K 0.02% +2,411 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,706 $420K 0.01% +452 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 5,695 $420K 0.21% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,685 $419K 0.02% +62 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,614 $414K 0.15% +387 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,575 $414K 0.02% +342 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,600 $413K 0.11% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,590 $412K 0.01% -75 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,586 $412K 0.01% -6 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,583 $411K 0.12% +19 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,566 $410K <0.01% +5,174 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,551 $409K 0.01% +305 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,547 $409K 0.02% +1,553 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,545 $409K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 5,535 $408K 0.39% -100 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,530 $408K 0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,517 $407K 0.06% +1,594 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,508 $406K 0.12% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,492 $405K 0.01% -476 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,485 $404K 0.02% -604 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,470 $403K 0.22% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,467 $403K 0.14% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,433 $400K 0.02% +34 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,418 $399K 0.09% -3 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,348 $394K 0.02% -100 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,316 $392K 0.03% -79 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,316 $392K <0.01% -644 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,310 $391K 0.06% -5,000 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,300 $391K 0.11% -250 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,280 $389K 0.02% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,250 $387K 0.11% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,227 $385K 0.03% -9 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,204 $383K 0.08% +60 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,200 $383K 0.06% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 5,174 $381K 0.04% -3,970 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,146 $379K <0.01% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,146 $379K 0.13% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,112 $377K 0.03% -69 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,144 $374K 0.13% -15 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,057 $373K 0.08% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,052 $372K 0.09% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,045 $372K 0.03% -655 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,010 $369K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,005 $369K 0.03% -172 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,001 $369K <0.01% +481 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,000 $368K 0.27% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,982 $367K 0.05% +51 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,953 $365K 0.03% +11 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,930 $363K 0.31% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,942 $361K 0.01% -960 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,895 $361K 0.21% 0 13F-HR Timeline Group