Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,623 $638K -2,425 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,620 $637K 0.02% -1,202 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,615 $636K 0.47% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,614 $635K 0.14% +285 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,602 $632K 0.03% -1,397 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,598 $632K 0.14% -828 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,597 $631K 0.08% -245 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,589 $629K <0.01% -321 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,587 $629K 0.13% -262 13F-HR Timeline TLWM More: the full row for TLWM 2,586 $629K 0.11% +106 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,584 $628K 0.06% +671 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,584 $628K 0.23% 0 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,584 $628K 0.01% +1,059 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,458 $624K 0.01% -361 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,580 $623K 0.03% -535 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,558 $622K 0.05% -229 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,553 $621K 0.34% -235 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,552 $620K 0.02% +910 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,547 $619K 0.33% +664 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,545 $619K 0.04% -169 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,536 $616K 0.02% +61 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,534 $616K 0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,533 $616K 0.1% +141 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,525 $614K 0.47% +97 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,753 $614K 0.11% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,524 $614K 0.03% +972 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,523 $613K 0.01% -574 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,516 $612K 0.09% -126 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,508 $610K 0.31% +24 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,503 $608K 0.68% +227 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,488 $605K 0.62% +1,070 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,482 $603K 0.05% +874 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,461 $598K 0.04% -1,123 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,454 $597K 0.19% -493 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,452 $596K 0.05% -419 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,441 $593K 0.15% -296 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,440 $593K 0.01% -652 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,427 $590K 0.05% -216 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,425 $589K 0.08% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,421 $588K 0.05% -666 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,408 $585K 0.39% +6 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,406 $585K 0.04% -940 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,405 $585K 0.58% +390 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,399 $583K 0.02% -474 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,395 $582K 0.01% -1,747 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,389 $581K 0.04% -848 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,383 $579K 0.25% +90 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,388 $579K 0.01% +75 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,376 $578K 0.29% -39 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,374 $577K 0.03% -626 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,367 $575K 0.27% -229 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,360 $574K 0.01% -1,528 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,350 $571K 0.04% -3,388 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,348 $571K 0.08% -109 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,249 $569K 0.01% -314 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,340 $569K 0.06% +508 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,337 $568K 0.13% +291 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,337 $568K 0.01% -3,384 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,327 $566K 0.05% -256 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,322 $564K 0.16% -1,342 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,319 $564K 0.08% -1,766 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,311 $562K 0.07% -387 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,310 $562K 0.01% -2,379 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,307 $561K 0.01% +413 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,301 $559K 0.03% +373 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,334 $559K 0.15% -1,538 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 2,291 $557K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 2,285 $556K 0.34% +226 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,278 $554K 0.06% +136 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,275 $553K 0.06% -2,012 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,270 $552K 0.09% -339 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,269 $551K 0.04% -999 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,266 $551K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,264 $550K 0.01% -154 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,259 $549K 0.08% 0 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,255 $548K 0.27% -26 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,243 $545K 0.15% +113 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,241 $544K 0.01% -5 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,225 $541K 0.01% -104 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,223 $540K 0.02% +235 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,221 $540K 0.03% -33,932 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,211 $537K 0.31% -486 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 2,211 $537K 0.4% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,210 $537K 0.08% +782 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,208 $537K 0.55% +19 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,206 $536K 0.05% -432 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,190 $532K 0.02% -608 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,182 $530K 0.02% -20 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,178 $529K 0.15% -80 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,212 $529K 0.02% -1,753 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,164 $526K 0.38% +688 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,161 $525K <0.01% +91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,142 $521K 0.05% -334 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,136 $519K 0.01% +200 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,133 $518K 0.1% +3 13F-HR Timeline American Trust More: the full row for American Trust 2,131 $518K 0.05% -1,300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,128 $517K 0.04% -73 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,107 $515K 0.01% +588 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,115 $514K 0.1% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,107 $512K 0.38% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,104 $512K 0.08% +1,147 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,100 $510K 0.93% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,098 $510K 0.07% -4,877 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,098 $510K 0.1% -39 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,087 $507K 0.21% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,075 $504K 0.04% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,074 $504K 0.02% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,070 $503K 0.14% -23 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,056 $500K 0.12% +6 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,052 $499K 0.07% -10,770 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,054 $493K 0.21% -113 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,018 $491K 0.26% +98 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,016 $490K 0.06% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,013 $489K 0.28% +1,983 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,011 $489K 0.23% -48 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,009 $488K <0.01% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,007 $488K 0.17% +222 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,006 $488K 0.05% +1,291 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,006 $488K 0.11% -1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,004 $487K 0.48% -25 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,000 $486K 0.14% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,998 $486K 0.31% -36 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,998 $486K 0.11% +857 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,998 $486K 0.14% -177 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,997 $485K 0.02% -309 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,988 $483K 0.04% -214 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,984 $482K 0.03% -43 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,982 $482K 0.43% +58 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,979 $481K 0.09% -50 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,979 $481K 0.03% -115 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,975 $480K 0.03% +323 13F-HR/A Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,971 $479K 0.31% -2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,964 $477K 0.07% -404 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,957 $476K 0.48% -84 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,951 $474K 0.02% -2,511 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,935 $470K 0.24% +119 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,934 $470K <0.01% -1,495 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,929 $469K 0.27% -7 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,921 $467K 0.05% -90 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,907 $464K 0.48% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,907 $464K 0.1% +481 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,900 $462K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,899 $462K 0.01% -208 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,899 $462K 0.18% -17 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,897 $461K 0.18% -3,004 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,896 $461K 0.02% -16 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,890 $459K 0.06% -25 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,878 $457K 0.09% -283 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,872 $455K 0.04% -1,164 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,871 $455K 0.08% +1,276 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,868 $454K 0.1% -4,387 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,865 $453K 0.05% -280 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,861 $452K 0.24% -10 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,852 $451K 0.03% +829 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,853 $450K 0.13% -300 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,852 $450K 0.14% +586 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 1,851 $450K 0.37% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,848 $449K 0.04% +251 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,844 $448K 0.21% -1,113 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,840 $447K 0.17% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,834 $446K 0.11% -8 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,833 $446K 0.07% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,832 $445K 0.08% -272 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,832 $445K 0.1% -264 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,827 $444K 0.45% +927 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,826 $444K <0.01% -1,382 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,823 $443K 0.23% +1,127 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,820 $442K 0.03% -11,583 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,818 $442K 0.41% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,817 $442K 0.03% +30 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,815 $441K 0.14% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,814 $441K 0.11% -52 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,783 $441K 0.03% -81 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,811 $440K 0.02% -166 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,800 $438K 0.3% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,796 $437K 0.04% -925 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,790 $435K 0.35% -732 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 1,788 $435K 0.11% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,785 $434K 0.03% +64 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,778 $432K 0.43% +4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,777 $432K -262 Timeline McAdam, LLC More: the full row for McAdam, LLC 1,772 $431K 0.02% +363 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,763 $429K 0.02% -1,300 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,760 $428K 0.03% -163 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,758 $427K 0.21% -105 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,757 $427K 0.05% +1,065 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,756 $427K 0.1% -473 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,751 $426K 0.23% +104 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,742 $424K 0.02% -292 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,743 $424K 0.32% -48 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,739 $423K 0.29% -393 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,738 $422K 0.01% -11 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,733 $421K 0.37% new 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,730 $421K <0.01% +699 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,730 $421K 0.03% +635 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,727 $420K 0.02% -1,050 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,721 $418K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,720 $418K 0.02% -258 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,708 $415K 0.15% -20,986 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,700 $413K 0.1% +160 13F-HR Timeline