Key Financial Inc More: the full row for Key Financial Inc 16,553 $3.6M 0.64% +533 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,477 $3.58M 0.13% -804 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 16,474 $3.58M 1.73% -98 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,217 $3.58M 0.1% +13 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 16,445 $3.58M 0.59% +147 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 16,400 $3.57M 0.84% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,380 $3.56M 0.85% -225 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 16,379 $3.56M 0.91% +231 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 16,369 $3.56M 0.29% +17 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 16,332 $3.55M 0.42% +2,099 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 16,310 $3.55M 0.2% -1,026 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 16,239 $3.53M 0.48% +849 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 16,234 $3.53M 0.56% +166 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 16,187 $3.52M 0.22% -431 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 16,168 $3.52M 1.22% -26 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,154 $3.51M 0.26% +766 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 16,116 $3.51M 0.46% -10,690 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,067 $3.49M 0.24% -423 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 16,050 $3.49M 0.33% +73 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16,011 $3.48M 0.33% +153 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 15,986 $3.48M 1.13% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 15,980 $3.48M 0.92% +109 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,945 $3.47M 0.27% -475 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,862 $3.45M 0.45% +9,065 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,848 $3.45M 0.19% +731 13F-HR/A Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 16,686 $3.42M 0.15% +9,251 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15,698 $3.41M 0.39% -315 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 15,684 $3.41M 2.01% 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,683 $3.41M 2.31% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 15,676 $3.41M 2.28% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,661 $3.41M 0.32% +113 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,615 $3.4M 0.07% +999 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 15,594 $3.39M 2.21% -1,739 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 15,544 $3.38M 0.49% -271 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,544 $3.38M 0.24% -995 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,515 $3.37M 0.37% +628 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 15,498 $3.37M 1.04% -63 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 15,480 $3.37M 2.21% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,424 $3.35M 0.38% +515 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,398 $3.35M 0.74% -114 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 15,391 $3.35M 2.17% +84 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 15,379 $3.34M 3.1% +277 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 15,367 $3.34M 1.31% +234 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15,361 $3.34M 1.15% +176 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 15,343 $3.34M 0.57% -250 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 15,342 $3.34M 1.18% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 15,337 $3.34M 0.7% +7 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 15,314 $3.33M 1.89% -271 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 15,289 $3.33M 1.35% -776 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 15,256 $3.32M 0.61% -254 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,238 $3.31M 0.76% -296 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 15,227 $3.31M 0.39% -425 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 15,215 $3.31M 0.38% -152 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,211 $3.31M 1.02% +176 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,789 $3.3M 0.11% -155 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,163 $3.3M 0.18% -112 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 15,560 $3.29M 1.18% -384 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,104 $3.28M 0.16% +1,493 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,087 $3.28M 0.75% +350 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 15,077 $3.28M 0.35% -491 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 15,000 $3.26M 0.1% 0 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 15,000 $3.26M 2.48% -5,000 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,979 $3.26M 0.99% -593 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 14,969 $3.26M 1.92% -363 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 14,937 $3.25M 1.61% -250 13F-HR/A Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 15,095 $3.25M 0.72% +3,256 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 14,916 $3.24M 0.69% +183 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 14,907 $3.24M 2.13% +221 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 14,901 $3.24M 3.14% +50 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 14,888 $3.24M 1.18% +4,017 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 14,887 $3.24M 0.64% +4,684 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 14,876 $3.24M 0.61% +109 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,875 $3.24M 0.36% +53 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 14,858 $3.23M 0.92% -197 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 14,813 $3.22M 1.47% -118 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 14,801 $3.22M 0.82% -1,600 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 14,799 $3.22M 0.2% +8,358 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,799 $3.22M 0.09% +1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,762 $3.21M 0.22% +45 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 14,743 $3.21M 0.32% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,701 $3.2M 1.71% -796 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 14,699 $3.2M 0.78% -157 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,683 $3.19M 0.65% -18 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,662 $3.19M 0.5% +110 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,656 $3.19M 0.73% -63 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 14,637 $3.18M 0.5% +1,198 13F-HR Timeline Stolper Co More: the full row for Stolper Co 14,606 $3.18M 0.9% -99 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 14,578 $3.17M 1.47% -48 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 14,575 $3.17M 0.19% -2,341 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 14,552 $3.16M 1.62% -75 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,536 $3.16M 0.44% +1,273 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,504 $3.15M 1.34% -92 13F-HR Timeline Artia Global Partners LP More: the full row for Artia Global Partners LP 14,500 $3.15M 0.71% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,019 $3.15M 1% -1,287 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 14,444 $3.14M 0.27% +1,012 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 14,437 $3.14M 0.09% +13,367 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 14,404 $3.13M 0.47% +125 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 14,391 $3.13M 0.45% +420 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 14,331 $3.12M 0.3% +824 13F-HR Timeline CNB Bank More: the full row for CNB Bank 14,318 $3.11M 1.31% +15 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 14,263 $3.1M 0.69% +847 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,231 $3.1M 0.13% +17 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 14,229 $3.09M 0.06% -4,000 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,227 $3.09M 0.17% -870 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,219 $3.09M 0.17% +2,337 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 14,214 $3.09M 1.04% -1,194 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 14,195 $3.09M 0.66% -57 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 14,182 $3.08M 0.44% -210 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,175 $3.08M 0.32% +103 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,176 $3.08M 0.11% -2,271 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 14,175 $3.08M 2.43% +30 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 14,167 $3.08M 0.6% +14 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 14,151 $3.08M 0.24% +4,672 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,140 $3.08M 0.88% +4,249 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 14,109 $3.07M 0.29% -119 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 14,077 $3.06M 0.21% +7,271 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 14,068 $3.06M 0.04% +75 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 13,662 $3.05M 0.39% -47,589 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 15,172 $3.04M 0.48% -240 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 13,937 $3.03M 1.02% -290 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 13,921 $3.03M 0.68% -1,051 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 13,867 $3.02M 0.27% -25 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,851 $3.01M 0.29% -64 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 13,831 $3.01M 0.55% +506 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,827 $3.01M 0.09% +1,817 13F-HR/A Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 13,157 $3.01M 2.25% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 13,796 $3M 2.38% -58 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,752 $2.99M +744 Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,741 $2.99M 0.54% +143 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13,717 $2.98M 0.31% +373 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 13,717 $2.98M 0.34% -1,155 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 13,705 $2.98M 1.05% -790 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,667 $2.97M 1.37% -60 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 13,648 $2.97M 0.07% +715 13F-HR/A Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 13,622 $2.96M 1.45% -121 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 13,607 $2.96M 0.65% -2 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 13,594 $2.96M 0.44% +2,611 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 13,589 $2.96M 1.21% +1,877 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,582 $2.95M 0.03% -1,473 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 13,577 $2.95M 1.46% +1,397 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,572 $2.95M 1% +1,977 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 13,570 $2.95M 0.73% +1,469 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,544 $2.95M 0.49% +304 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,538 $2.94M 0.48% -135 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,531 $2.94M 0.14% -24 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,105 $2.94M 0.29% +86 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,479 $2.93M 1.05% +30 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 13,471 $2.93M 0.99% +376 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,423 $2.92M 2.64% +129 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 13,413 $2.92M 0.28% +10 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 13,406 $2.92M 1.42% +205 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,395 $2.91M 0.1% -50 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,318 $2.9M 1.61% +34 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,279 $2.89M 0.88% +502 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 13,230 $2.88M 2.76% +13 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13,217 $2.87M 0.8% +3 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,202 $2.87M 0.16% +219 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,191 $2.87M 0.31% -770 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,133 $2.86M 0.71% -210 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,120 $2.85M 0.14% -48 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 13,120 $2.85M 0.66% +85 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,088 $2.85M 0.44% +205 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 13,045 $2.84M 0.97% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,039 $2.84M 1.12% -631 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,037 $2.84M 0.12% +638 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 13,022 $2.83M 1.94% -437 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,014 $2.83M 1.3% +1,389 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 13,014 $2.83M 2.05% +1,695 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,010 $2.83M 0.89% -3,995 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,006 $2.83M 0.25% +1,784 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 13,003 $2.83M 2.68% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,988 $2.82M 0.24% -17 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 12,971 $2.82M 0.72% -25 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,961 $2.82M 0.26% +171 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 12,925 $2.81M 1.14% -150 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 12,923 $2.81M 2.1% +250 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 12,919 $2.81M 1.24% -114 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,914 $2.81M 0.41% +158 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,911 $2.81M 0.14% -493 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,863 $2.8M 0.37% +10 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 12,853 $2.8M 2.22% +96 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 12,846 $2.79M 0.4% 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 12,828 $2.79M 2.37% -208 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 12,821 $2.79M 1.68% -214 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 12,799 $2.78M 0.12% -382 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 12,784 $2.78M 1.36% -198 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,749 $2.77M 0.18% +637 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,748 $2.77M 0.54% -1,036 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,721 $2.77M 0.4% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,670 $2.76M 0.58% -4,833 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,668 $2.76M 0.14% -1,217 13F-HR Timeline NWF Advisory Services Inc. 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