IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,134 $2.34M 0.06% -980 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,099 $2.34M 0.12% -249 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,051 $2.33M 0.12% -536 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,050 $2.32M 0.07% -540 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,047 $2.32M 0.19% -96 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 10,000 $2.31M 0.37% +2,000 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,963 $2.3M 0.17% -7 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,958 $2.3M 0.36% -323 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,935 $2.3M 0.13% -9 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,902 $2.29M 0.18% -28 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,895 $2.29M 0.02% +160 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,880 $2.29M 0.31% -160 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,863 $2.28M 0.88% -421 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,844 $2.28M 1.57% -87 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,988 $2.27M 0.05% -67 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,811 $2.27M 0.48% -69 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,799 $2.27M 0.58% -257 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,789 $2.26M 0.31% +336 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,758 $2.26M 0.14% +8,733 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,642 $2.25M 0.09% +790 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 9,649 $2.23M 0.83% -40 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 9,636 $2.23M 0.56% +3,348 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,543 $2.21M 0.23% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,493 $2.2M 0.18% -921 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,484 $2.19M 0.03% +171 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,397 $2.17M 0.09% -111 13F-HR/A Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 9,370 $2.17M 0.47% -360 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,369 $2.17M 0.97% -4,738 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,358 $2.16M 0.12% +1,443 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,353 $2.16M 0.34% +36 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,323 $2.16M 0.22% -883 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 9,295 $2.15M 0.07% +24 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,289 $2.15M 0.15% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,274 $2.15M 0.91% -395 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 9,245 $2.14M 0.22% -1,151 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9,237 $2.14M 1.47% +413 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,206 $2.13M 0.63% +87 13F-HR Timeline Security National Bank More: the full row for Security National Bank 9,201 $2.13M 0.31% -65 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,193 $2.13M 0.09% -36 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,190 $2.13M 0.11% -523 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 9,180 $2.12M 1.54% +2,008 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,105 $2.11M 0.19% -343 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 9,066 $2.1M 1.13% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,049 $2.09M 0.16% +1,203 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,048 $2.09M 0.48% +500 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,044 $2.09M 0.56% -5 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 9,027 $2.09M 0.25% -406 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,011 $2.08M 0.38% -204 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 9,000 $2.08M 1.08% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,999 $2.08M 0.28% +450 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 8,995 $2.08M 0.37% +3,020 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,800 $2.08M 0.87% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,986 $2.08M 0.18% -134 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,876 $2.05M 0.09% -266 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,856 $2.05M 0.24% +10 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,843 $2.05M 0.15% -61 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,812 $2.04M 0.2% +687 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,809 $2.04M 0.04% -34,776 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 8,800 $2.04M 0.55% +1,961 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,799 $2.04M 0.15% -109 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,769 $2.03M 0.07% +3,243 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,735 $2.02M 0.08% -145 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 8,716 $2.02M 0.6% -2 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 8,715 $2.02M 1.78% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,687 $2.01M 0.46% +235 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,687 $2.01M 0.1% -351 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,668 $2.01M 0.85% +183 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,660 $2M 0.11% +3,614 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,626 $2M 1.28% +55 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,624 $1.99M 0.32% -2,261 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 8,533 $1.99M 0.03% +1,412 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,586 $1.99M 1.09% +130 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,564 $1.98M 0.07% -1,772 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,534 $1.97M 0.08% +41 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,529 $1.97M 0.11% +2,139 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,512 $1.97M 0.05% -2,525 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,440 $1.95M 0.91% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,419 $1.95M 0.07% -158 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,401 $1.94M 0.25% -1,403 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 8,400 $1.94M 0.53% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 8,382 $1.94M 0.58% -394 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,376 $1.94M 0.03% -246 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,350 $1.93M 0.18% -49 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,339 $1.93M 0.97% -60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,331 $1.93M 0.62% +22 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,320 $1.92M 0.57% -133 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 8,312 $1.92M 0.49% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,252 $1.91M 1.34% -37 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,186 $1.89M 0.55% -194 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,134 $1.88M 0.28% +6 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 8,058 $1.86M 0.48% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 8,033 $1.86M 0.08% -295 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 8,025 $1.86M 0.67% -60 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 7,989 $1.85M 0.18% -1,783 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,979 $1.85M 0.03% +206 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,958 $1.84M 0.38% -1,269 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,934 $1.84M 0.04% -3 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,929 $1.83M 0.03% +1,132 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,924 $1.83M 0.04% +40 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,891 $1.83M 0.08% -923 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,865 $1.82M 0.54% +133 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,981 $1.82M 0.12% -446 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,861 $1.82M 0.04% -593 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,850 $1.82M 0.09% +1,471 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,845 $1.81M 0.11% -371 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,802 $1.8M 1.19% -333 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 7,792 $1.8M 1.21% -9 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,766 $1.8M 0.13% +149 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,688 $1.78M 0.22% +64 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,683 $1.78M 1.1% -1,103 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,676 $1.78M 0.62% +69 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,671 $1.77M 0.04% -1,909 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,668 $1.77M 0.36% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,652 $1.77M 0.04% +1,776 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,638 $1.77M 0.19% +378 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,635 $1.77M 0.04% -1,685 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,626 $1.76M 0.18% -250 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,625 $1.76M 0.05% +651 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,600 $1.76M 0.11% -139 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,588 $1.76M 0.77% +1,225 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,576 $1.75M 0.37% -167 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,575 $1.75M 0.28% -109 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,570 $1.75M 0.49% -245 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,555 $1.75M 1.14% -75 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,558 $1.75M 1.14% -46 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,505 $1.74M 0.38% -155 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,502 $1.74M 0.56% +1 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,500 $1.74M 0.35% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,489 $1.73M 0.13% -14 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 7,483 $1.73M 0.93% -60 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,477 $1.73M 0.17% -3,325 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,464 $1.73M 0.05% +185 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,449 $1.72M 0.33% -96 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,448 $1.72M 0.06% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,442 $1.72M 0.26% -523 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,447 $1.72M 0.1% -263 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,432 $1.72M 0.4% +117 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,399 $1.71M 0.09% +280 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,380 $1.71M 0.33% +582 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,350 $1.7M 0.08% -1,948 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,375 $1.7M -264 Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,326 $1.69M 0.5% -329 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,701 $1.69M 0.24% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,280 $1.68M 0.06% -1,463 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,107 $1.68M 0.24% +1,451 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,253 $1.68M 0.1% -867 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,252 $1.68M 0.15% +336 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 7,178 $1.67M 0.11% 13F-HR/A Timeline Group Field & Main Bank More: the full row for Field & Main Bank 7,228 $1.67M 0.48% -24 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,224 $1.67M 0.04% +164 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,207 $1.67M 0.95% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 7,167 $1.66M 0.41% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,145 $1.65M 0.04% +3,643 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 7,110 $1.64M 0.92% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,109 $1.64M 0.15% -406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,101 $1.64M 0.2% -144 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,094 $1.64M 0.08% +3,440 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,086 $1.64M 0.05% -3,909 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,070 $1.64M 0.01% -339 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,064 $1.63M 0.04% +2,452 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,062 $1.63M 0.23% +187 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 7,044 $1.63M 0.23% -116 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,033 $1.63M 0.4% -669 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,003 $1.62M 0.09% +1,087 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,947 $1.61M 0.25% -19 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,919 $1.6M 0.71% -216 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,918 $1.6M 0.13% -26 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,882 $1.59M 1.15% +3,202 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 6,881 $1.59M 0.26% +138 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,876 $1.59M +94 Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,870 $1.59M 1.37% +58 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,856 $1.59M 0.42% +1,175 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,799 $1.57M 0.53% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,773 $1.57M 0.21% -1,212 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,764 $1.56M 0.19% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,742 $1.56M 0.08% -183 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,723 $1.56M 0.04% +592 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,721 $1.55M 0.88% +130 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,704 $1.55M 0.13% -25 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,698 $1.55M 0.15% +441 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,691 $1.55M 0.11% 0 13F-HR Timeline First Command Advisory Services, Inc. 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