Community Bank, N.A. More: the full row for Community Bank, N.A. 2,704 $223K 0.02% +657 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,700 $223K 0.04% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,698 $223K 0.07% -1 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,695 $223K 0.05% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,692 $222K 0.07% +52 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,691 $222K 0.09% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,689 $222K 0.01% -27 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,688 $222K <0.01% -159 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,546 $222K 0.04% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,685 $222K 0.11% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,682 $222K 0.21% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,681 $222K 0.02% -37 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,675 $221K 0.06% -2 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,674 $221K 0.05% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,668 $220K 0.01% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,662 $220K 0.07% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,662 $220K 0.07% -17 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,662 $220K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,530 $220K 0.02% +71 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,655 $219K 0.12% +96 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Center for Financial Planning, Inc. 2,552 $211K 0.02% -16 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,551 $211K 0.06% +2 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,550 $211K 0.03% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,550 $211K 0.03% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,400 $210K 0.07% -136 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,539 $210K 0.06% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,537 $210K 0.06% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,525 $209K 0.03% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 2,517 $208K 0.04% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,507 $207K 0.03% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,500 $207K 0.02% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,500 $207K 0.05% new 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,500 $207K 0.1% -1,100 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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Prosperity Capital Advisors 2,463 $204K 0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,462 $203K 0.04% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,455 $203K 0.07% +29 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,448 $202K 0.06% -81 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,437 $201K 0.12% +22 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,436 $201K 0.07% -221 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,427 $201K 0.05% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,421 $200K 0.03% -2,308 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,385 $197K 0.13% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,380 $197K 0.05% +1,247 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,375 $196K 0.03% -3,533 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,366 $196K 0.04% +41 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,339 $193K 0.04% +315 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,338 $193K 0.08% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,335 $193K 0.03% +700 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,325 $192K 0.03% +412 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,321 $192K 0.02% -125 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,295 $190K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,279 $188K 0.01% -140 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,231 $184K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,209 $183K 0.06% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. 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More Investments Ltd 1,969 $163K 0.01% -6 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,968 $163K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,966 $162K 0.01% -369 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,869 $161K 0.02% -52 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,912 $158K 0.1% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,906 $158K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,863 $154K 0.01% -51 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,852 $153K 0.03% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,836 $152K <0.01% 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,813 $150K 0.03% +1,021 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,811 $150K 0.03% -147 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,807 $149K 0.01% -11,877 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,793 $148K 0.02% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,788 $148K 0.1% -1,627 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,783 $147K 0.01% -2,524 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,696 $147K 0.02% -76 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,763 $146K 0.06% -431 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,754 $145K 0.03% +91 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,729 $143K 0.11% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,719 $142K 0.01% +68 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,706 $141K 0.01% +137 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,681 $139K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,676 $139K 0.03% +37 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,653 $137K 0.04% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,655 $137K 0.04% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,653 $137K 0.07% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,600 $132K <0.01% -1,100 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,589 $131K 0.01% -207 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,586 $131K 0.08% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,577 $130K 0.03% +369 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,575 $130K 0.07% -240 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,568 $130K 0.03% -23 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,521 $126K 0.03% -30 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,514 $125K 0.02% -425 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,511 $125K 0.04% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,469 $121K 0.02% +497 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,462 $121K 0.09% +84 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,447 $120K 0.1% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,422 $118K <0.01% +180 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,420 $117K 0.01% -462 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $116K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,389 $115K 0.02% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,276 $113K 0.01% +5 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,370 $113K 0.08% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,357 $112K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,352 $112K 0.06% -99 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,342 $111K 0.08% -72 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,340 $111K 0.01% -263 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,336 $110K 0.06% +77 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,332 $110K 0.04% -258 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,327 $110K 0.02% +4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,313 $109K 0.01% +74 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,300 $107K 0.01% -260 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,293 $107K 0.04% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,292 $107K 0.02% -8,398 13F-HR/A Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,290 $107K 0.04% -1,925 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,286 $106K 0.04% +190 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,276 $105K 0.01% -51 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,275 $105K 0.02% -75 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 1,242 $103K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,234 $102K 0.04% -219 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,230 $102K 0.03% +1 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 1,220 $101K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,220 $101K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,210 $100K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,208 $99.8K 0.14% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,205 $99.6K 0.03% -5 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,188 $98.2K <0.01% -35 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,183 $97.8K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,170 $96.7K 0.06% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,169 $96.6K -38,222 Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,131 $93K <0.01% -203 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,113 $92K 0.01% -75 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,106 $91.4K 0.08% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,106 $91.4K 1.43% +5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,082 $89.4K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,078 $89.1K <0.01% +250 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,077 $89K 0.43% -1,387 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,073 $88.7K 0.01% +78 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,071 $88K 0.02% +86 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,059 $87.5K 0.05% +174 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,019 $84.2K 0.04% -958 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,018 $84.1K 0.01% -24 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,013 $83.7K 0.01% -156 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,008 $83.3K 0.01% +85 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,000 $82.6K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $82.6K 0.01% 0 13F-HR Timeline