C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,139 $688K 0.03% -4,208 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,136 $688K 0.04% -344 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 7,108 $685K 0.22% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 7,104 $685K 0.01% -11,733 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,062 $681K 0.02% -2,704 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,034 $678K 0.02% -7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,997 $675K 0.2% +288 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,996 $675K 0.01% -678 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 6,980 $673K 0.43% +825 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,950 $670K 0.34% -66 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,947 $670K 0.46% -69 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,920 $667K 0.26% -11 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,910 $666K 0.1% -2,160 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,881 $664K 0.02% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,840 $660K 0.36% -27 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,794 $658K 0.04% -317 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,783 $654K 0.03% -374 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,783 $654K 0.45% -212 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $654K 0.01% 0 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,756 $651K 0.31% +728 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 6,754 $651K 0.5% -5 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,752 $651K 0.07% -35 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 6,745 $650K 0.38% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,723 $648K 0.65% -33 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,714 $647K 0.04% +89 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,702 $646K 0.01% +1,758 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,683 $644K 0.57% +556 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,679 $644K <0.01% -1,185 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,636 $640K 0.04% +50 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 6,602 $637K 0.09% +8 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,587 $635K 0.2% -1,880 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,575 $634K 0.54% +243 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,550 $632K 0.24% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,489 $626K 0.08% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,478 $625K 0.05% -150 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,478 $625K 0.09% -30 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 6,450 $622K 0.36% -1,481 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,390 $616K 0.29% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,375 $615K 0.04% +8 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 6,342 $612K 0.3% -197 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,297 $607K 0.16% -410 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,291 $607K 0.41% -300 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 6,257 $603K 0.09% -528 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,230 $601K 0.01% +1,807 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,221 $600K 1.09% -54 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,197 $598K +106 Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,190 $597K 0.12% +100 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,172 $595K 0.18% +6 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $594K 0.15% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,164 $594K 0.05% 0 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,151 $593K 0.03% +1,347 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 6,056 $584K 0.35% +107 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,056 $584K <0.01% +673 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $579K 0.35% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,971 $576K 0.05% +36 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,955 $574K 0.06% 0 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,952 $574K 0.46% +31 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,902 $569K 0.01% -191 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,884 $567K 0.07% +1,566 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,858 $565K 0.02% +1 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,849 $564K 0.17% +565 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,813 $561K 0.03% +834 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $558K 0.02% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,777 $557K 0.01% +255 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,756 $555K 0.03% -1,476 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,737 $553K 0.06% -899 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,700 $550K 0.15% -711 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,699 $550K 0.03% +50 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,693 $549K 0.05% -672 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 5,676 $547K 0.19% -6,192 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,660 $546K 0.13% +4 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,649 $545K 0.01% +3,299 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,636 $543K 0.14% -10,951 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 5,619 $542K 0.14% +1,013 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,601 $540K 0.01% -2,151 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,581 $538K 0.02% -66 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,567 $537K 0.03% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,540 $534K 0.04% 0 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,538 $534K 0.25% +3 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,535 $534K 0.03% -100 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $532K 0.37% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,516 $532K 0.03% +1 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,503 $531K 0.06% -4,092 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,497 $530K 0.15% -235 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,493 $530K 0.03% +469 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,470 $528K 0.33% +96 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,429 $524K 0.08% +298 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,429 $524K <0.01% -636 13F-HR Timeline Group Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 5,414 $522K 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,396 $520K 0.01% +52 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,389 $520K 0.18% +328 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,383 $519K 0.14% +375 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,375 $518K 0.07% +700 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,364 $517K 0.81% -37 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 5,360 $517K 0.41% -2,602 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,358 $517K 0.05% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,347 $516K 0.67% +28 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,346 $516K 0.05% -3,643 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,343 $515K 0.03% -137 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 5,336 $515K 0.12% +342 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,319 $513K 0.13% +650 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,289 $510K 0.2% -215 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,286 $510K 0.05% -52 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,274 $509K 0.01% +46 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,274 $509K 0.14% -353 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,273 $508K 0.07% -25 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 5,254 $507K 0.12% -651 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,245 $506K 0.24% +33 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,204 $502K 0.01% -477 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,188 $500K 0.11% -14 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 5,163 $498K 0.33% -13 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,162 $498K 0.23% +252 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,037 $495K 0.01% -42 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,105 $492K 0.02% +26 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,098 $492K 0.27% -266 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,077 $490K 0.1% +60 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,058 $488K 0.05% -4,123 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,056 $488K 0.17% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,981 $487K 0.05% +386 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,055 $487K 0.05% +104 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 5,039 $486K 0.25% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,027 $485K 0.05% -669 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $482K 0.08% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 5,000 $482K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,992 $481K 0.06% -330 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,991 $481K 0.22% +1,087 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,977 $480K 0.56% +44 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,971 $479K 0.09% -45 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $477K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,934 $476K 0.01% -15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,917 $474K 0.27% +159 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,904 $473K 0.04% -231 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,870 $470K 0.06% +419 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,860 $469K 0.27% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,832 $466K 0.17% +573 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,831 $466K 0.12% -277 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,827 $465K 0.07% -2,507 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,826 $465K 0.05% -1,737 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $462K 0.2% 0 13F-HR/A Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,766 $460K 0.22% -408 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,733 $456K 0.13% +50 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,715 $455K 0.12% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,709 $454K 0.12% +64 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,709 $454K 0.05% +2,336 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,686 $452K 0.18% +430 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,676 $451K 0.18% +77 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,680 $451K 0.26% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,673 $451K 0.05% -157 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,656 $449K 0.17% +1,508 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,656 $449K 0.17% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,649 $448K 0.2% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,649 $448K 0.4% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,637 $447K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,619 $445K 0.06% -29 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,613 $445K 0.01% +706 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,611 $445K 0.02% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,594 $443K 0.11% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,583 $442K 0.16% +1,416 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,583 $442K 0.16% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,575 $441K 0.02% -575 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,566 $440K 0.31% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,563 $440K 0.01% -1,440 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,543 $438K 0.01% +14 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,524 $436K 0.05% -3,855 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $436K <0.01% 0 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 4,512 $435K 0.04% +105 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,500 $434K 0.16% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,482 $432K 0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,443 $428K 0.27% +8 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,412 $425K 0.31% -298 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,406 $425K 0.07% -1,632 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,397 $424K 0.07% +60 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,396 $424K 0.08% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,396 $424K 0.04% +72 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,395 $424K 0.05% +37 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,173 $422K 0.05% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,363 $421K 0.06% +70 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,356 $420K 0.13% +126 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,341 $419K 0.02% -277 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,341 $419K 0.03% -290 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,338 $418K 0.39% +38 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $418K 0.17% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $418K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,322 $417K 0.16% -605 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,308 $415K 0.03% 0 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 4,288 $413K 0.15% +1,560 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,276 $412K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,256 $411K 0.01% -83 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,237 $409K 0.07% -134 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,235 $408K 0.26% +2 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,232 $408K 0.25% -93 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,215 $406K 0.18% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,210 $406K 0.01% +74 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,194 $405K 0.01% -431 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,196 $405K 0.15% +1,520 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $404K 0.08% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,176 $403K 0.19% +57 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,166 $402K 0.17% -4 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,068 $401K 0.25% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,159 $401K 0.08% -61 13F-HR Timeline