LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,574 $364K 0.05% +73 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,568 $363K 0.14% -234 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,560 $361K 0.2% +253 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,560 $361K 0.01% -199 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,559 $361K 0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,555 $360K 0.07% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,553 $359K 0.12% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,553 $359K 0.34% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,550 $359K 0.01% -14,655 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,548 $358K 0.04% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,548 $358K 0.21% -192 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,546 $358K 0.07% +179 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,541 $357K 0.31% 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,541 $356K 0.11% +41 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,538 $356K 0.1% -15 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,535 $355K 0.01% +13 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,536 $355K 0.16% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,533 $355K 0.05% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,532 $354K 0.13% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,529 $354K 0.01% -185 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,529 $354K 0.25% -62 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,525 $353K 0.03% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,518 $351K 0.05% -46 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,517 $351K 0.21% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,515 $350K 0.04% -330 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,514 $350K 0.06% -339 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,511 $350K 0.07% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,518 $349K 0.09% +261 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,509 $349K 0.05% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,506 $349K 0.04% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,501 $347K 0.01% +121 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,499 $347K 0.23% 0 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,500 $347K 0.21% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,488 $344K 0.04% -857 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,488 $344K 0.03% +95 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,484 $343K 0.04% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,482 $343K 0.07% +4 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,480 $342K 0.07% +11 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,473 $341K -1,116 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,473 $341K 0.02% -270 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,472 $341K 0.01% -161 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,469 $340K 0.05% +108 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,467 $339K 0.22% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,464 $339K 0.09% -161 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,461 $338K 0.02% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,461 $338K 0.06% +141 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,481 $337K 0.01% +234 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,457 $337K 0.02% +11 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,455 $336K 0.1% +8 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,454 $336K 0.17% +20 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,449 $335K 0.29% +117 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,445 $334K 0.01% +75 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,437 $332K 0.1% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,433 $331K 0.04% -184 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,430 $331K 0.03% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,423 $329K 0.2% +1 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,422 $329K 0.03% -197 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,422 $329K 0.04% -5,226 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,421 $329K 0.26% +22 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,418 $328K 0.18% -60 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,417 $328K 0.04% +65 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,416 $328K 0.03% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,416 $328K 0.08% -21 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,409 $326K 0.06% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,407 $325K 0.02% -36 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,403 $325K 0.08% -49 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,403 $325K 0.26% -5 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,400 $324K 0.1% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,398 $323K 0.16% +80 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,277 $323K 0.11% -99 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,394 $323K 0.04% -1,074 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,394 $322K 0.11% -140 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,386 $321K 0.11% +484 13F-HR/A Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,382 $320K 0.73% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,381 $319K 0.03% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,383 $319K 0.14% +326 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,367 $318K 0.03% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,376 $318K 0.32% +35 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,376 $318K 0.22% +3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,366 $316K 0.04% -212 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,365 $316K 0.09% -105 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,359 $314K 0.04% +3 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,357 $314K 0.04% +2 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,356 $314K 0.21% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,356 $314K 0.05% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,354 $313K 0.1% +54 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,353 $313K 0.06% -750 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,393 $313K 0.03% +11 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,350 $312K 0.04% -22,286 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,349 $312K 0.21% +44 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,347 $312K 0.05% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,347 $312K 0.06% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,342 $310K 0.02% -200 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,340 $310K 0.1% -53 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,337 $309K 0.02% -110 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,328 $307K 0.01% -8 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,327 $307K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,323 $306K 0.02% -236 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,323 $306K 0.15% +12 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,318 $305K 0.34% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,313 $304K 0.04% +60 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,312 $303K 0.06% +29 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,304 $302K 0.15% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,304 $302K 0.09% +12 13F-HR/A Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,185 $301K 0.15% -38 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,300 $301K 0.02% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,301 $301K 0.09% +130 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,300 $301K 0.06% +32 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,300 $301K 0.09% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,300 $301K 0.17% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,300 $301K 0.09% +25 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,300 $301K 0.02% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,297 $300K 0.19% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,296 $300K 0.1% -18 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,291 $299K 0.05% -61 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,290 $298K 0.03% +25 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,289 $298K 0.04% +234 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,288 $298K 0.09% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,286 $297K 0.08% -339 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,280 $296K 0.16% -3 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,235 $296K 0.06% -125 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,278 $296K 0.1% +134 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,278 $296K 0.09% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,276 $295K 0.04% -175 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,276 $295K 0.11% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,276 $295K 0.06% -11 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,274 $295K 0.25% -2,921 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,273 $294K 0.04% -4 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,270 $294K 0.02% +4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,268 $293K 0.21% -30 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 1,265 $293K 0.08% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,265 $293K 0.07% -105 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,264 $292K 0.1% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,262 $292K 0.02% +25 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,262 $292K 0.03% +2 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,261 $292K 0.18% +3 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,261 $292K 0.22% -118 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,240 $291K 0.03% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,589 $291K 0.05% -56 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,114 $291K 0.13% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,258 $291K 0.05% -41 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,257 $291K 0.03% +310 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,256 $290K 0.02% new 13F-HR/A Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,250 $289K 0.08% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,249 $289K 0.06% -40 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,248 $289K 0.02% +50 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,248 $289K 0.15% -643 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,247 $289K 0.23% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,244 $288K 0.08% +1 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,243 $287K 0.04% -271 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,239 $287K 0.02% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,232 $285K 0.08% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,231 $285K 0.02% +227 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,229 $284K 0.01% +58 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,226 $284K 0.06% -12 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,224 $283K 0.21% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,221 $282K 0.04% -23 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,221 $282K 0.07% +43 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,202 $282K 0.11% +75 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,220 $282K 0.04% +44 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,217 $282K 0.07% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,215 $281K 0.12% -1,675 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,215 $281K 0.2% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,213 $281K 0.07% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,212 $280K 0.03% -88 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,212 $280K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,211 $280K 0.02% 0 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,209 $280K 0.19% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,206 $280K 0.04% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,207 $279K 0.15% -149 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,206 $279K 0.02% -11,770 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,117 $279K 0.08% -6 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,205 $279K 0.01% +184 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,202 $278K 0.09% -18 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,201 $278K 0.14% +61 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,197 $278K 0.05% new 13F-HR Timeline Group Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,200 $278K 0.06% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,200 $278K 0.19% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,200 $278K 0.64% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,200 $278K 0.05% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,193 $276K 0.13% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,189 $275K 0.06% -563 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,188 $275K 0.03% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,188 $275K 0.05% -30 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,187 $275K 0.07% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,187 $275K 0.03% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,184 $274K 0.13% +84 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,183 $274K 0.1% -458 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,168 $274K 0.17% -293 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,182 $273K 0.04% +100 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 1,181 $273K 0.19% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,179 $273K 0.15% +7 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 1,160 $272K 0.11% -26 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,176 $272K 0.03% -131,044 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,175 $272K 0.27% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,174 $272K 0.17% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,171 $271K 0.01% -116 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,167 $270K 0.04% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,167 $270K 0.6% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,166 $270K 0.1% 0 13F-HR Timeline