Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 39,468 $1.79M 0.38% +1,123 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 41,787 $1.78M 0.34% +27,553 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 39,324 $1.78M 0.26% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 39,215 $1.77M 0.01% -25 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 39,083 $1.77M 0.48% -440 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 39,069 $1.77M 0.06% +3,913 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 39,065 $1.77M 1.38% -661 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 38,870 $1.76M 0.05% +7,820 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 38,822 $1.76M 1.27% -1,685 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 38,794 $1.76M 0.31% -200 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 38,738 $1.75M 1.55% +947 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 38,515 $1.74M 0.22% +312 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 38,484 $1.74M 0.06% -57 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 38,462 $1.74M 0.93% +1,291 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 38,260 $1.73M 0.12% +4,374 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 38,180 $1.73M 0.68% +1,416 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 38,145 $1.73M 0.98% +173 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 38,080 $1.72M 0.18% +14,291 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 31,702 $1.72M 1.23% -4,585 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 37,983 $1.72M 0.36% -3,724 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 37,957 $1.72M 0.13% +46 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 37,906 $1.72M 0.29% -323 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 37,239 $1.71M 0.06% +512 13F-HR Timeline City State Bank More: the full row for City State Bank 37,807 $1.71M 0.56% -2,040 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 37,724 $1.71M 0.32% +54 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 37,660 $1.7M 9.77% +5,186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balboa Wealth Partners More: the full row for Balboa Wealth Partners 37,618 $1.7M 0.41% +15,235 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 37,705 $1.7M 0.95% -5,320 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 37,608 $1.7M <0.01% +37,000 13F-HR/A Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 37,591 $1.7M 0.33% -478 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 37,552 $1.7M 0.48% +1,473 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 37,448 $1.69M 0.02% -12,466 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 37,364 $1.69M 0.14% +1,241 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 37,213 $1.68M 0.03% -4,004 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 45,060 $1.68M 1.32% +2,975 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 37,082 $1.68M 0.48% -13,268 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 36,998 $1.67M 1.09% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 37,595 $1.66M 0.26% -1,837 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 36,553 $1.65M 0.2% +165 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,478 $1.65M <0.01% -190,251 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 36,426 $1.65M 0.44% -700 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 36,359 $1.65M 0.16% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,298 $1.64M 0.17% -244 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 36,197 $1.64M 1.21% +1,708 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 36,057 $1.63M 0.36% -7,227 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 35,995 $1.63M 0.21% -297 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 35,939 $1.63M 0.94% +5,913 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 35,896 $1.62M 0.04% +2,176 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 35,700 $1.62M 0.3% +7,184 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 35,676 $1.61M 1.2% +650 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 35,515 $1.61M 0.01% -9,220 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 35,513 $1.61M 0.03% -2,913 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 35,439 $1.6M 0.08% -205,193 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 35,215 $1.59M 0.1% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 35,169 $1.59M 0.72% -939 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 35,151 $1.59M 0.77% -1,267 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 35,092 $1.59M 0.66% -2,692 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 35,066 $1.59M 0.35% +1,163 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 34,890 $1.58M 0.04% +436 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 34,819 $1.58M 0.06% +7,759 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 34,703 $1.57M 0.27% +6,758 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 34,663 $1.57M 1.55% +1,153 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 34,655 $1.57M 0.22% +2,103 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34,537 $1.56M 0.6% +1,164 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 34,482 $1.56M 0.05% +391 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 34,464 $1.56M 1.46% -912 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 36,875 $1.55M 0.67% +531 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 34,266 $1.55M 1.1% -971 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 33,930 $1.54M 0.84% -367 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 33,925 $1.54M 0.12% +1,265 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 33,850 $1.53M 0.53% +3,162 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 31,961 $1.53M 0.14% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 33,645 $1.52M 1.21% -588 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 33,577 $1.52M 0.15% +19,229 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 33,553 $1.52M 1.23% -300 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 33,549 $1.52M 1.38% -941 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 33,509 $1.52M <0.01% -35 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 33,497 $1.52M 1.64% +895 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 36,173 $1.51M 0.62% -22 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 33,265 $1.51M 0.3% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 33,009 $1.49M 0.08% +435 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 32,986 $1.49M 0.46% -2,827 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 32,841 $1.49M 0.74% +80 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 32,738 $1.48M 0.22% -11,616 13F-HR/A Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 32,701 $1.48M 0.69% +1,750 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 32,673 $1.48M 0.1% -701 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 32,624 $1.48M 0.06% -6,609 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,538 $1.47M 0.13% +1,692 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 32,447 $1.47M 0.09% +11,395 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 32,216 $1.46M 2.19% -8,085 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32,168 $1.46M 0.08% -4,500 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 32,132 $1.45M 0.07% +20,613 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31,959 $1.45M 0.28% -412 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 31,877 $1.44M 1.14% +25,475 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 31,869 $1.44M 0.59% +161 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 31,861 $1.44M 0.09% -89,039 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 31,774 $1.44M 0.1% +925 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 31,739 $1.44M 1.56% -550 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,667 $1.43M 0.73% -11,555 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 31,606 $1.43M 0.25% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 31,477 $1.42M 0.17% -252 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 31,266 $1.42M 0.35% -1,218 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 31,188 $1.41M 1.27% +756 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 31,171 $1.41M 0.9% -2,547 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,160 $1.41M 0.09% -1,198 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 31,000 $1.4M 0.11% 0 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 30,801 $1.39M 0.43% -980 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 30,727 $1.39M 0.11% -1,199 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 30,620 $1.39M 0.51% +2,135 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 30,609 $1.39M 0.86% -1,870 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 30,591 $1.38M 1.14% +10,422 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30,538 $1.38M 0.11% -723 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 30,533 $1.38M 0.03% +15,443 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 30,416 $1.38M 1.19% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 30,359 $1.37M 0.66% +7,690 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 30,170 $1.37M 0.31% +4,507 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 30,134 $1.36M 0.25% +648 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 30,093 $1.36M 0.26% +371 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 30,059 $1.36M 0.04% -331 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 30,054 $1.36M 0.14% +1,308 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 28,611 $1.35M 1.22% +2,902 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 29,890 $1.35M 0.52% -3,495 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,738 $1.35M 0.05% +1,660 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 29,667 $1.34M 0.34% -3,396 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 29,643 $1.34M 0.08% +9,424 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 29,562 $1.34M 0.27% +1,441 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 29,552 $1.34M 0.39% -1,032 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 29,430 $1.33M 0.1% +943 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 29,425 $1.33M 1.2% +4,763 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 29,336 $1.33M 0.07% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,196 $1.32M 0.04% +3,139 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 29,142 $1.32M 0.82% -10,086 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 28,943 $1.31M 0.26% -2,054 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 28,879 $1.31M 0.83% -57 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 28,873 $1.31M 0.6% +118 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,828 $1.3M 0.15% +318 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 28,648 $1.3M 1.3% +17,431 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 28,542 $1.29M 0.86% +610 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 28,530 $1.29M 1.46% +398 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 28,518 $1.29M 0.41% -1,401 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 29,670 $1.29M 0.29% -1,629 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 28,346 $1.28M 0.06% -1,456 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 28,345 $1.28M 0.17% +7,969 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 28,316 $1.28M <0.01% -12,407 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 28,292 $1.28M 0.01% -129 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 28,287 $1.28M 0.16% -40 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,280 $1.28M 0.04% +225 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 28,223 $1.28M 0.14% -144 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.27M 0.01% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 27,971 $1.27M 0.83% +92 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,884 $1.26M 0.11% +27,856 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 27,800 $1.26M 0.47% +1,200 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 27,716 $1.25M 0.12% -673 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 27,708 $1.25M 0.14% -69 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,618 $1.25M 0.13% +147 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 27,569 $1.25M 1.17% +2,773 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,546 $1.25M 0.42% +1,473 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,379 $1.24M 0.13% +361 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,347 $1.24M 0.05% +1,863 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,487 $1.23M 0.16% -4,466 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 27,243 $1.23M 0.37% -1,000 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 27,148 $1.23M 0.77% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 27,118 $1.23M 0.49% -416 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,997 $1.22M 0.16% -4,541 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 26,880 $1.22M 0.31% -1,003 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 26,833 $1.21M 0.41% +350 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 26,821 $1.21M 0.65% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,819 $1.21M 0.11% -1,714 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 26,753 $1.21M 0.35% -24,223 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26,618 $1.21M 0.3% -3,368 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 26,693 $1.21M 0.41% -2,445 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 26,630 $1.21M 0.05% -73 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 26,606 $1.2M 0.11% +78 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 27,226 $1.2M 0.63% -5,896 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 26,506 $1.2M -6,275 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,488 $1.2M 0.01% +107 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 28,560 $1.2M 0.26% +4,284 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,432 $1.2M 0.07% -373 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 26,430 $1.2M 0.11% -4,308 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 26,429 $1.2M 0.33% -300 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 26,381 $1.19M 0.55% -758 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 26,375 $1.19M 0.49% +984 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 26,369 $1.19M -13,630 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 26,288 $1.19M 0.05% -2,045 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 26,261 $1.19M 0.24% -320 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 26,163 $1.18M 0.01% -4,537 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 25,884 $1.17M 0.25% +910 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 25,877 $1.17M 0.24% +959 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 25,873 $1.17M 0.08% -8,777 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 25,864 $1.17M 0.04% -1,102 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 25,799 $1.17M 0.3% -2,923 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 25,588 $1.16M 0.1% +20,553 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25,579 $1.16M 0.05% +23,026 13F-HR Timeline Group Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 26,585 $1.16M 0.49% -4,800 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 25,532 $1.16M 0.7% -3,108 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 25,331 $1.15M 0.1% +5,038 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 25,310 $1.15M 0.18% -490 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,250 $1.14M 0.11% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,219 $1.14M 0.62% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 25,090 $1.14M 0.02% -24,216 13F-HR Timeline