SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,106 $465K 0.04% -894 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,106 $465K 0.16% -50 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,104 $465K 0.21% -35 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,100 $464K 0.27% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,109 $463K 0.36% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,098 $463K 0.12% -59 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,092 $462K 0.15% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,081 $460K 0.15% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,088 $459K 0.07% +92 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,078 $459K 0.05% -1 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,068 $457K 0.09% +47 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,067 $457K 0.08% -82 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,065 $456K 0.11% -770 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,060 $455K 0.28% +17 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,060 $455K 0.08% 0 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 2,056 $454K 0.09% +106 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,048 $452K 0.01% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,046 $452K 0.16% -1,022 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,041 $451K 0.31% -9 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,248 $451K 0.08% -68 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,038 $450K 0.03% -26 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,032 $449K 0.03% -15 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,020 $446K 0.12% -1,444 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,017 $445K 0.29% -1,100 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,017 $445K 0.14% +911 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,014 $445K 0.01% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,013 $445K 0.09% -112 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,002 $442K 0.08% +45 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,000 $442K 0.06% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,000 $442K 0.31% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,999 $442K 0.02% -459 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,991 $440K 0.21% -4 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,990 $439K 0.2% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,983 $438K 0.04% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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More: the full row for Sterling Investment Advisors, Ltd. 1,887 $417K 0.08% +201 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,885 $416K 0.03% +196 13F-HR Timeline City State Bank More: the full row for City State Bank 1,884 $416K 0.12% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,883 $416K 0.57% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,878 $415K 0.08% +71 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $415K 0.13% 0 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,877 $415K 0.07% +232 13F-HR/A Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,877 $414K 0.1% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,871 $413K 0.29% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,865 $412K 0.06% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,863 $411K 0.19% +7 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,862 $411K 0.1% -133 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,852 $409K 0.11% +865 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,851 $409K 0.01% -146 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,850 $409K 0.2% -12 13F-HR Timeline TRUST POINT INC. 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More: the full row for StoneX Group Inc. 1,841 $406K 0.02% -707 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,836 $405K 0.08% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,816 $401K 0.02% -10 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,813 $400K 0.17% +17 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,807 $399K 0.06% -28 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,800 $397K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,789 $395K 0.07% +81 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,783 $394K 0.01% -112 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,771 $391K 0.07% new 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,766 $390K 0.01% +34 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 1,763 $389K 0.02% +213 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,763 $389K 0.08% +71 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,760 $389K 0.01% -4,580 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,759 $388K 0.04% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,744 $385K <0.01% -7,630 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,744 $385K 0.2% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Maple Capital Management, Inc. 1,720 $380K 0.02% +17 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,718 $379K 0.09% +339 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 1,716 $379K 0.02% -279 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,713 $378K 0.2% +9 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,713 $378K 0.16% +3 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,705 $377K 0.04% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,700 $375K 0.05% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,700 $375K 0.03% -75 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,697 $375K 0.37% +20 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,695 $374K 0.07% +2 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,693 $374K 0.02% -224 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,687 $373K 0.04% +10 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,685 $372K 0.04% -49 13F-HR Timeline Prairie Wealth Advisors, Inc. 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More: the full row for Pinnacle Bancorp, Inc. 1,680 $371K 0.11% +113 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,675 $370K 0.18% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,671 $369K 0.11% -25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,670 $369K 0.03% -403 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,668 $368K 0.05% +863 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,663 $367K 0.1% +21 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,661 $367K 0.03% +2 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,661 $367K 0.02% +99 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,658 $366K 0.03% +700 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,654 $365K 0.01% -257 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,653 $365K 0.05% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,650 $364K 0.02% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,648 $364K 0.01% +530 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,643 $363K 0.04% -106 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,641 $362K 0.05% +59 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,636 $361K 0.06% -1,896 13F-HR Timeline Facet Wealth, Inc. 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Root & Company, LLC 1,595 $352K 0.09% -8 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,592 $352K 0.13% +185 13F-HR Timeline Pinnacle West Asset Management, Inc. 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