TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,045 $362K 0.03% +112 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 5,040 $362K <0.01% -992 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,039 $362K 0.03% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,023 $361K 0.33% +25 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,000 $359K 0.1% 0 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 5,000 $359K 0.01% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,998 $359K 0.05% +6 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 4,987 $358K 0.01% -1,214 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,987 $358K 0.19% -67 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,987 $358K 0.11% +750 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,986 $358K 0.12% +213 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,983 $358K 0.22% +23 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,973 $357K 0.05% -513 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,955 $356K 0.05% +483 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,942 $355K 0.23% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,938 $354K 0.12% -102 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,934 $354K 0.06% -198 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,925 $354K 0.23% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,918 $353K 0.03% -30,618 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 4,913 $353K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,908 $352K 0.04% +311 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,902 $352K 0.05% -512 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,884 $351K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,869 $350K 0.04% +1,079 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,865 $349K 0.03% -171 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,862 $349K 0.03% +449 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,861 $349K 0.04% +4 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,856 $349K 0.05% +42 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,856 $349K 0.07% -708 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,851 $348K 0.14% +354 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,850 $348K 0.34% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,849 $348K 0.29% +2 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,845 $348K 0.08% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,844 $348K 0.24% -24 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 4,826 $346K 0.26% +22 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,814 $346K 0.05% -67 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,812 $345K 0.07% -136 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,803 $345K 0.08% -64 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,790 $344K 0.14% -25 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,789 $344K 0.05% +46 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,786 $344K 0.1% +434 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,786 $344K 0.01% -4,145 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,781 $343K 0.19% -114 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,775 $343K 0.03% +1,250 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,765 $342K 0.15% -1,953 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,765 $342K 0.02% -424 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,760 $342K 0.13% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,757 $342K 0.07% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,751 $341K 0.05% +361 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,736 $340K 0.08% +12 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,729 $339K 0.17% +3 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,719 $339K 0.08% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,712 $338K 0.09% -40 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,702 $338K 0.04% -202 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,700 $337K 0.2% -602 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,700 $337K 0.12% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,699 $337K 0.03% +973 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,671 $335K 0.02% -9,577 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,671 $335K 0.02% +907 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,664 $335K 0.11% -25 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 4,656 $334K 0.18% +2 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,641 $333K 0.02% -136 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,636 $333K 0.12% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 4,634 $333K 0.09% -125 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,609 $331K 0.37% -95 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,705 $330K 0.11% -104 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,600 $330K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,587 $329K 0.26% -583 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,580 $329K 0.25% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,575 $328K 0.34% +53 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,561 $327K 0.12% +396 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,560 $327K 0.21% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,556 $327K 0.07% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,545 $326K 0.28% -339 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,541 $326K 0.04% new 13F-HR/A Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,538 $326K 0.1% -3,572 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,536 $326K 0.03% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,518 $324K 0.04% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,517 $324K 0.15% -138 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,501 $323K 0.08% +462 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,500 $323K 0.39% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,500 $323K 0.01% +886 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,500 $323K 0.21% -3,337 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,487 $322K 0.12% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,480 $322K 0.02% -81 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 4,468 $321K 0.19% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,460 $320K 0.07% +133 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,458 $320K 0.02% -951 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,452 $320K 0.02% +598 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,450 $319K 0.18% +1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,442 $318K 0.17% -370 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,422 $317K 0.02% +187 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 4,410 $317K 0.23% -713 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,400 $316K 0.08% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,400 $316K 0.13% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,395 $316K 0.06% +816 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,393 $315K 0.02% -7,010 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,388 $315K 0.18% -47 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,387 $315K 0.19% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,386 $315K 0.06% +152 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,369 $314K 0.01% +336 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,368 $314K <0.01% +2,850 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,356 $313K 0.06% +272 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,390 $312K 0.05% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,340 $312K 0.11% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,332 $311K 0.03% +933 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,321 $310K 0.03% -220 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,316 $310K 0.04% -1,200 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,299 $309K 0.08% +20 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,294 $308K 0.12% -706 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,279 $307K 0.06% +1 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,275 $307K 0.16% +12 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,271 $307K 0.13% -140 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,259 $306K 0.09% +301 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,259 $306K 0.07% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,255 $305K 0.05% +551 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,230 $304K 0.03% -645 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,228 $304K 0.15% +567 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,225 $303K 0.01% +142 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,225 $303K 0.22% -65 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,213 $302K 0.04% +100 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,123 $302K 0.16% +562 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,203 $302K 0.04% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,227 $301K 0.02% +482 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,180 $300K 0.24% -249 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,174 $300K 0.06% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,170 $299K 0.18% +58 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,170 $299K 0.1% -169 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,159 $299K 0.29% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,159 $299K 0.05% +733 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,158 $298K 0.04% +584 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,151 $298K 0.17% -79 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,151 $298K 0.06% -61 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,384 $298K <0.01% -42 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,147 $298K 0.09% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,144 $297K 0.04% +74 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,140 $297K 0.1% +14 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,139 $297K 0.15% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,128 $296K 0.06% +20 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,121 $296K 0.13% -648 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,101 $294K 0.07% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,100 $294K 0.03% -200 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,102 $294K 0.07% +220 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 4,092 $294K 0.05% -42 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,091 $294K 0.05% -58 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,724 $294K 0.14% -25 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,082 $293K 0.01% +510 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,081 $293K 0.14% +1 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,139 $291K 0.09% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,048 $291K 0.04% +957 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,047 $291K 0.05% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,047 $291K 0.07% +113 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,045 $290K 0.06% +166 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,034 $290K 0.13% +865 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,039 $290K 0.04% +173 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,035 $290K 0.12% +182 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,030 $289K 0.08% 0 13F-HR/A Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,030 $289K 0.06% -4,225 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,024 $289K 0.07% +119 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 4,024 $289K 0.17% +724 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $289K 0.01% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,005 $288K 0.02% -1,459 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,002 $287K 0.01% +2,540 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $287K 0.04% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $287K 0.15% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,999 $287K 0.22% -849 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,003 $287K 0.01% +4 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,989 $286K 0.12% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,968 $285K 0.1% +252 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,960 $284K 0.02% -8,976 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,955 $284K 0.1% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,946 $283K 0.14% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,944 $283K 0.05% +19 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,944 $283K 0.18% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,941 $283K 0.02% -507 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,930 $282K 0.02% -149 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,929 $282K <0.01% -515 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,926 $282K 0.33% +82 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,919 $281K 0.01% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,914 $281K 0.29% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,897 $280K 0.18% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,879 $278K 0.05% +962 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,878 $278K 0.02% +170 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,873 $278K 0.03% -884 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,866 $278K 0.12% +9 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,869 $278K 0.02% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,867 $278K 0.3% -145 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 3,858 $277K 0.18% +6 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,844 $276K 0.03% -189 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,839 $276K 0.07% +96 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,828 $275K 0.07% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,824 $275K 0.2% +2 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,818 $274K 0.09% -980 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,815 $274K 0.36% +477 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,810 $274K 0.29% -9,488 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,805 $273K 0.1% +280 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,800 $273K 0.29% -1,000 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,800 $273K 0.17% +11 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,796 $273K 0.04% +27 13F-HR/A Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,845 $272K 0.29% -317 13F-HR Timeline