Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,009 $250K 0.01% -455 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,012 $250K 0.01% +284 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,007 $250K 0.03% -74,197 13F-HR/A Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $249K 0.17% -53 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,000 $249K 0.05% +1,900 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,000 $249K 0.12% -225 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,000 $249K 0.02% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,000 $249K 0.08% -6 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,984 $247K 0.06% -10,357 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,978 $246K 0.14% -296 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,973 $246K 0.02% +87 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,375 $245K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,967 $245K 0.17% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,965 $245K 0.03% -8,117 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,965 $245K 0.01% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,965 $245K 0.02% -1,074 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,965 $245K 0.01% -772 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,959 $244K 0.02% -364 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,945 $242K 0.09% -739 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,944 $242K <0.01% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,942 $242K 0.26% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,942 $242K 0.04% +122 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,940 $241K 0.03% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,939 $241K <0.01% +643 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,926 $239K 0.05% +35 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,917 $239K 0.13% -4 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,915 $238K 0.01% -893 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,910 $238K <0.01% +93 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,906 $237K 0.02% -2,027 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,887 $235K 0.03% -2,267 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 1,881 $234K 0.1% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,878 $234K 0.18% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,874 $233K 0.03% +64 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,872 $233K 0.05% +327 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,639 $233K 0.17% -1,226 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,865 $232K 0.02% +106 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,864 $232K 0.02% -224 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,864 $232K 0.09% -628 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,861 $232K <0.01% -201 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,853 $231K 0.01% +172 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,844 $229K 0.06% -3,161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,844 $229K 0.03% +119 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $228K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,825 $227K 0.21% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,823 $227K 0.01% -48 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,822 $227K 0.11% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,815 $226K 0.03% 0 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 1,815 $226K 0.06% -60 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,812 $225K 0.07% -124 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,807 $225K <0.01% -104 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,805 $225K 0.05% +402 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,801 $224K 0.03% -3,998 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 1,245 $224K 0.15% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,797 $224K 0.14% -682 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,795 $223K 0.06% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,786 $222K 0.08% +3 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,779 $221K 0.03% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,773 $221K 0.04% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 1,773 $221K 0.04% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,772 $221K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,768 $220K 0.09% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,766 $220K 0.14% +209 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,765 $220K 0.18% +1,547 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,763 $219K 0.01% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,758 $219K 0.03% -95 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,755 $218K 0.15% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,753 $218K 0.01% -18 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,744 $217K 0.12% -306 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,738 $216K <0.01% -178,939 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,734 $216K 0.01% -2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,730 $215K 0.02% -7,975 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,727 $215K 0.02% -40 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,726 $215K 0.02% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,724 $215K 0.05% -961 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,720 $214K 0.01% -20 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,076 $213K 0.01% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,708 $213K 0.09% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,691 $210K 0.05% -54 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,695 $210K 0.01% -180 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,687 $210K 0.18% +175 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,687 $210K 0.02% +9 13F-HR/A Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,685 $210K 0.07% -339 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,684 $210K 0.01% -19 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,675 $208K 0.12% -29 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,618 $208K 0.01% -204 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,670 $208K <0.01% -200 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,662 $207K 0.12% -1,842 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,658 $206K 0.01% +272 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,646 $205K 0.01% -11,350 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,637 $204K 0.01% -164 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,548 $203K 0.03% -7 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,631 $203K <0.01% -26,989 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,628 $203K 0.04% -623 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,615 $201K 0.02% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,613 $201K 0.05% -23,321 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,600 $199K 0.07% +1,000 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,562 $194K 0.03% +50 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,547 $193K 0.07% +190 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,529 $190K <0.01% +271 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,511 $188K 0.01% -239 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,511 $188K 0.02% +15 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,500 $187K 0.14% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,496 $186K 0.02% +150 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,418 $186K 0.08% +7 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,484 $185K +146 Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,462 $182K 0.13% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,454 $181K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,446 $180K 0.02% +461 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,394 $173K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,374 $171K 0.02% -73 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,358 $169K 0.05% +17 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,342 $167K 0.08% -304 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,328 $165K 0.01% -946 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,289 $160K 0.03% -240 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,263 $157K 0.07% -789 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,260 $157K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,254 $156K 0.04% +134 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,253 $156K 0.02% +98 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,247 $155K 0.03% -152 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,223 $152K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,216 $151K 0.07% +1,044 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,192 $148K 0.09% +111 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,161 $144K 0.01% +498 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,150 $143K 0.1% +1,060 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,104 $137K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,094 $136K -1,448 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,092 $136K 0.05% +127 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 958 $134K 0.02% +219 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,046 $130K 0.04% +975 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,045 $130K 0.03% -2,508 13F-HR/A Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,000 $124K 0.1% -75 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 998 $124K 0.1% +963 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 976 $121K 0.04% -864 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 957 $119K 0.01% -18 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 947 $118K <0.01% -485 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 946 $118K <0.01% -6 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 942 $117K 0.01% -1,969 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 924 $115K 0.01% -153 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 920 $114K <0.01% -2,957 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 920 $114K 0.07% -192 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 919 $114K 0.01% -231 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 914 $114K 0.01% -566 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 883 $111K 0.01% +165 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 880 $109K <0.01% -348 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 877 $109K 0.01% -188 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 875 $109K <0.01% -170 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 874 $109K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 829 $109K 0.04% -885 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 872 $109K 0.06% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 864 $108K <0.01% -2,332 13F-HR Timeline Group Exane Asset Management More: the full row for Exane Asset Management 736 $105K 0.04% -14,516 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 820 $102K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 805 $100K 0.02% +12 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 796 $99.1K 0.08% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 793 $99K 0.05% -23 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 795 $98.9K 0.03% -1,356 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 788 $98.1K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 787 $97.9K 0.01% +38 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 770 $95.8K 0.04% new 13F-HR Timeline Group One River Asset Management, LLC More: the full row for One River Asset Management, LLC 752 $93.6K 0.45% +37 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 727 $90K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 719 $90K 0.05% +316 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 712 $88.6K 0.02% -494 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 696 $86.6K <0.01% -7 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 674 $83.9K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 667 $83K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 635 $79K 0.02% +374 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 623 $77.5K 0.24% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 617 $76.8K 0.01% -3,047 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 582 $76.3K 0.01% +517 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 610 $75.9K 0.01% -45 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 600 $74.7K 0.06% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 597 $74.3K <0.01% -2,158 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 596 $74.2K 0.02% -21 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 596 $74.2K 0.05% -17 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 573 $71.3K 0.05% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 568 $70.6K <0.01% -10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 552 $69K 0.01% -196 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 544 $67.7K 0.04% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 538 $67K 0.02% +40 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 335 $66.6K 0.08% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 497 $65.2K 0.01% +92 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 512 $63.7K 0.01% -27 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 509 $63.3K 0.06% +259 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 495 $62K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 490 $61K <0.01% +137 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 487 $60.6K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 329 $59.2K 0.02% -75 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 400 $58.8K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 443 $55.2K 0.01% -569 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 442 $55K 0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 441 $54.9K 0.01% +26 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 439 $54.6K 0.01% +13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 439 $54.6K 0.03% +75 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 434 $54K 0.09% -28 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 432 $53.8K 0.04% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 428 $53.2K 0.01% +4 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 425 $52.9K 0.01% -511 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 418 $52K 0.12% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 416 $51.8K <0.01% +19 13F-HR Timeline