Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,996 $288K 0.16% +120 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,000 $288K 0.16% -52 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,980 $287K 0.13% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,973 $286K 0.04% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,957 $284K <0.01% +461 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,955 $284K 0.01% -141 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,103 $281K 0.12% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,034 $280K 0.02% -22 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,909 $279K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,898 $279K 0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,886 $278K 0.03% -2 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,822 $274K 0.02% -851 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,815 $270K 0.14% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,781 $267K 0.1% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,892 $267K 0.24% -15 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,946 $267K 0.03% +350 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,763 $266K 0.02% +736 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,758 $265K 0.07% +13 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,751 $265K 0.01% -1,846 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,750 $264K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,744 $264K +72 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,734 $263K <0.01% +544 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,725 $262K 0.01% +352 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,714 $261K 0.01% -686 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,709 $261K 0.09% +791 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,809 $260K 0.04% 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 2,695 $259K <0.01% -2,851 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,666 $256K <0.01% -422 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,621 $252K 0.06% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,614 $251K <0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,526 $243K 0.09% +14 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,518 $242K <0.01% +1 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,514 $242K 0.11% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,468 $237K 0.02% -73,509 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,455 $236K 0.01% -227 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,432 $234K 0.02% -125 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,394 $230K 0.09% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,380 $229K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,352 $226K 0.01% -426 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,341 $225K 0.15% +741 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,280 $222K 0.01% +540 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,297 $221K 0.01% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,295 $221K 0.03% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,284 $220K <0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,237 $215K 0.02% -153 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,203 $212K 0.01% -112 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,196 $211K 0.08% 0 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,187 $210K 0.07% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,183 $210K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,183 $210K 0.01% -30,253 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,178 $209K 0.01% -269 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,155 $207K 0.22% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,145 $206K 0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,101 $202K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,099 $202K 0.08% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,003 $193K 0.03% +696 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,954 $188K 0.03% +844 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,893 $180K <0.01% -60 13F-HR/A Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 1,865 $179K 0.18% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,800 $173K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,738 $167K <0.01% -869 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,697 $163K <0.01% +166 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,665 $160K 0.08% -115 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,584 $152K <0.01% +1,323 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,551 $149K 0.03% +95 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,431 $138K <0.01% +111 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,316 $127K 0.01% +42 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,290 $124K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,269 $122K 0.09% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,239 $119K 0.01% +161 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,203 $116K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,105 $107K 0.01% -147 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,106 $106K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,038 $99.8K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,034 $99.5K <0.01% -1,287 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,032 $99.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,031 $98K 0.01% -186 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,016 $97.7K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,066 $91K 0.06% -319 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 911 $87.6K <0.01% -132 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 879 $84.5K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 873 $82.5K 0.01% +53 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 840 $80.8K <0.01% new 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 815 $78.4K 0.01% +348 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 803 $77.2K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 754 $72.5K <0.01% -156 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 730 $70K <0.01% -376 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 684 $65.8K 0.01% +4 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 681 $65.5K 0.03% +99 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 652 $62.7K 0.01% -38 13F-HR Timeline Quarry LP More: the full row for Quarry LP 642 $61.7K 0.02% +16 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 641 $61.7K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 618 $59.4K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 598 $57.6K <0.01% +248 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 552 $53.1K 0.01% -38,540 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 548 $52K 0.01% +119 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 530 $51K 0.02% +270 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 502 $48.3K 0.03% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 476 $45.8K <0.01% -1,716 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 438 $42.1K <0.01% +26 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 435 $41.8K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 420 $40.4K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 412 $39.6K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 412 $39.6K <0.01% -1,712 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 408 $39.2K 0.01% -50 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 400 $38.5K <0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $38.5K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 400 $38.5K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 396 $38.1K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 388 $37.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 385 $37K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 385 $37K 0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 357 $34.3K <0.01% -10 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 352 $33.8K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 335 $32.2K 0.01% -28 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 325 $31.2K <0.01% +22 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 329 $31K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 313 $30.1K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $29.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 283 $27.2K <0.01% -153 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 282 $27.1K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 279 $26.8K <0.01% +150 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 274 $26.4K 0.02% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 273 $26.3K 0.02% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 268 $25.8K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 264 $25.4K <0.01% -229 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 253 $24.3K 0.02% -12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 235 $22.6K 0.01% +23 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 234 $22.5K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 214 $19.8K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 200 $19.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 201 $19K <0.01% +29 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 186 $17.9K 0.01% -73 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 184 $17.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 184 $17K <0.01% +141 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 173 $16.6K 0.01% +18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 162 $15.6K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 150 $14.4K <0.01% +138 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 148 $14.2K 0.08% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 145 $13.9K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 137 $13.2K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 136 $13.1K 0.01% +30 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $12.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 128 $12.3K <0.01% -243 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 120 $11.5K <0.01% -9 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 119 $11.4K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 112 $10.8K <0.01% +12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 103 $9.91K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $9.81K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 99 $9.52K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 99 $9.52K <0.01% -31 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 96 $9.23K <0.01% -66 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 94 $9.04K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 94 $9.04K <0.01% -37 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $8.75K <0.01% +75 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 89 $8.56K <0.01% +85 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 83 $7.98K <0.01% +36 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36 $7.79K 0.01% -72 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 79 $7.6K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 77 $7.41K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $7.34K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 76 $7.29K <0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 74 $7.12K 0.01% +12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 73 $7.02K <0.01% +7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 72 $7K <0.01% -33 13F-HR Timeline Trust Co More: the full row for Trust Co 71 $6.83K <0.01% +39 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 69 $6.64K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 66 $6.35K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 63 $6.06K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 61 $5.87K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $5.58K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 56 $5.39K <0.01% -11 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 55 $5.29K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 58 $5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 51 $4.91K <0.01% +23 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 49 $4.71K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $4.33K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 45 $4.33K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 44 $4.23K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 40 $4K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $3.94K <0.01% -10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $3.75K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $3.65K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 38 $3.65K <0.01% -1 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 37 $3.56K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 37 $3.56K <0.01% +25 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 33 $3.17K <0.01% -29 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $3.17K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 33 $3.17K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 29 $2.79K <0.01% -68 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $2.69K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 28 $2.66K <0.01% -17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26 $2.5K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 23 $2.21K <0.01% new 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21 $2.02K <0.01% -3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21 $2.02K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 20 $1.92K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 19 $1.83K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 19 $1.83K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 19 $1.83K <0.01% 13F-HR Timeline