Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,318 $1.48M 0.63% +65 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,317 $1.48M 0.31% -74 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,313 $1.47M 0.95% +474 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,298 $1.47M 0.1% +171 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 3,295 $1.47M 0.27% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,280 $1.46M 0.85% +260 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,265 $1.45M 0.19% +176 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,254 $1.45M 0.1% +85 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,252 $1.45M 0.28% -681 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,252 $1.45M 0.02% -81 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,245 $1.44M <0.01% +1,174 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,228 $1.44M 0.84% -300 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,226 $1.43M 0.05% -177 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,223 $1.43M 0.05% -276 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,200 $1.42M 0.15% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 3,200 $1.42M 0.39% +338 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,185 $1.42M 0.9% -72 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,184 $1.42M 0.31% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,178 $1.41M 0.68% +890 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,174 $1.41M 0.18% +2,365 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,165 $1.41M 0.85% +880 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,163 $1.41M 0.79% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,148 $1.4M 0.18% +17 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,146 $1.4M 0.04% -130 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,140 $1.4M 0.13% -1,231 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,136 $1.39M 0.39% +345 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,124 $1.39M 0.16% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,120 $1.39M 0.35% -425 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,118 $1.39M 0.51% -232 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,145 $1.38M 0.54% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,102 $1.38M 0.84% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,098 $1.38M 0.38% +511 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,098 $1.38M 0.63% +302 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,095 $1.38M 0.15% +178 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,271 $1.37M 0.05% +369 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,129 $1.37M 0.44% -316 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,067 $1.36M 0.73% -1,077 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,066 $1.36M 0.09% -104 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,063 $1.36M 1.04% 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,058 $1.36M 0.16% +68 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,038 $1.35M 1.01% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,037 $1.35M 0.23% +600 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,021 $1.34M 0.79% -122 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,016 $1.34M 0.08% -198 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 3,000 $1.33M 0.11% 0 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,999 $1.33M 0.25% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,989 $1.33M 0.36% -119 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,987 $1.33M 0.04% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,218 $1.33M 0.46% +152 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,971 $1.32M 0.33% +5 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,959 $1.32M 0.8% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,956 $1.31M 1% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,951 $1.31M 0.74% +803 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,937 $1.31M 0.59% -1,406 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,920 $1.3M 0.41% +862 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,915 $1.3M 0.6% +76 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,901 $1.29M 1.05% +123 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,892 $1.29M 0.51% -399 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,892 $1.29M 1.07% -359 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,891 $1.29M 0.73% -2,598 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,884 $1.28M 0.34% +133 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,873 $1.28M 0.07% -531 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,862 $1.27M 0.13% +34 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,855 $1.27M 0.47% +225 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,841 $1.26M 0.13% -633 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,834 $1.26M 0.66% -30 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 2,824 $1.26M 1.66% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,821 $1.25M 0.55% +59 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,832 $1.25M 0.06% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,818 $1.25M 0.73% +25 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,815 $1.25M 0.13% -97 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,813 $1.25M 0.48% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,812 $1.25M 0.07% +193 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,800 $1.25M 1.46% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,799 $1.24M 0.05% -45 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,799 $1.24M 0.45% +124 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,796 $1.24M 0.87% -99 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,791 $1.24M 0.55% +100 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,782 $1.24M 0.4% +159 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,777 $1.23M 0.04% +315 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,770 $1.23M 0.62% +100 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,765 $1.23M 0.49% +9 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,762 $1.23M 0.22% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,756 $1.23M 0.15% -24 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,742 $1.22M 0.09% -522 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,741 $1.22M 0.73% +209 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,741 $1.22M 0.04% -614 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,740 $1.22M 0.24% +175 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,740 $1.22M 0.48% -32 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,740 $1.22M 0.05% -421 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,739 $1.22M 0.07% +98 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,739 $1.22M 0.25% -134 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,826 $1.22M 0.06% +78 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,723 $1.21M 0.11% -1,203 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,723 $1.21M 1.03% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,710 $1.21M 0.54% +2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,707 $1.2M 0.68% +8 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 2,700 $1.2M 0.45% +900 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,700 $1.2M 0.34% -477 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,697 $1.2M 0.07% -192 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,692 $1.2M 0.87% -61 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,689 $1.2M 0.2% -20,850 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,687 $1.2M 0.57% -131 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,683 $1.19M 0.1% -723 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,683 $1.19M 0.12% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,683 $1.19M 0.11% +37 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,682 $1.19M 0.11% -660 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,700 $1.19M 0.35% +114 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,675 $1.19M 0.16% +486 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,661 $1.18M 0.29% new 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,657 $1.18M 0.68% -179 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,656 $1.18M 0.27% +177 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,651 $1.18M 0.12% -12 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,647 $1.18M 0.32% -2,559 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,638 $1.17M 0.24% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,622 $1.17M 0.39% -322 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 2,616 $1.16M 0.37% +1,160 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,616 $1.16M 0.87% 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,615 $1.16M 0.43% +922 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,612 $1.16M 0.32% -374 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,607 $1.16M 0.1% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,607 $1.16M 0.08% -1,890 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,605 $1.16M 0.05% new 13F-HR/A Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,603 $1.16M 0.24% +318 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,596 $1.15M 0.05% +298 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,593 $1.15M 0.02% +312 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,591 $1.15M 0.01% +1,546 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,591 $1.15M 0.45% +666 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,590 $1.15M 0.17% -319 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,586 $1.15M 1.12% 0 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 2,570 $1.14M 0.77% -180 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,559 $1.14M <0.01% +2,027 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,555 $1.14M 0.1% +210 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,543 $1.13M 0.2% -78 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 2,535 $1.13M 0.38% +1,004 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,532 $1.13M 1.12% 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,529 $1.12M 0.27% -274 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,526 $1.12M 0.62% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,522 $1.12M 0.44% -176 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,520 $1.12M 0.64% -36 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,685 $1.12M 0.43% +2 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,518 $1.12M 0.08% -1,136 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,517 $1.12M 0.02% +255 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,516 $1.12M 0.23% 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,514 $1.12M 0.41% +160 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,511 $1.12M 0.04% -187 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,500 $1.11M 0.04% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,500 $1.11M 0.04% +150 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 2,500 $1.11M 0.25% -2,449 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,496 $1.11M 0.17% -170 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,488 $1.11M 0.1% -186 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,478 $1.1M 0.08% -443 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,473 $1.1M 0.29% -188 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 2,470 $1.1M 0.02% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,466 $1.1M 0.33% +623 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,463 $1.1M 0.14% +177 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,462 $1.09M 0.57% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,450 $1.09M 0.04% +134 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,440 $1.09M 0.51% -143 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,431 $1.08M 0.09% +51 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,426 $1.08M 0.62% -660 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,405 $1.07M 0.47% -100 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,404 $1.07M 0.53% +239 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,494 $1.06M 0.26% -186 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,468 $1.06M 0.22% -233 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,383 $1.06M 0.05% -15 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,383 $1.06M 0.42% +3 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,380 $1.06M 1.31% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,377 $1.06M 0.54% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,375 $1.06M 0.25% +490 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Community Bank in group United Community Bank More: the full row for United Community Bank 2,373 $1.06M 0.41% +195 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,353 $1.05M 0.25% +490 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,353 $1.05M 0.35% +6 13F-HR Timeline TLWM More: the full row for TLWM 2,352 $1.05M 0.21% +185 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,351 $1.05M 0.06% -155 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,348 $1.04M 0.95% +84 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,347 $1.04M 0.16% -733 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,345 $1.04M 0.08% +1,083 13F-HR/A Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,338 $1.04M 0.23% -2 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,335 $1.04M 0.73% +862 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,334 $1.04M 0.19% +329 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,334 $1.04M 0.43% 13F-HR Timeline American Trust More: the full row for American Trust 2,325 $1.03M 0.08% +283 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,320 $1.03M 0.03% +9 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,315 $1.03M 0.15% -35 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,314 $1.03M 1.08% -9 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,308 $1.03M 0.65% +147 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,303 $1.02M 0.12% -117 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,300 $1.02M 0.42% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,297 $1.02M 0.04% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,292 $1.02M 0.08% +399 13F-HR Timeline Group ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 2,279 $1.02M 0.47% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,287 $1.02M 0.1% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,285 $1.02M 0.34% +255 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,281 $1.01M 0.1% -226 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,268 $1.01M 0.38% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,262 $1.01M 0.56% +565 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,259 $1M 0.22% +181 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,243 $997K 0.46% +100 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,235 $994K 0.86% -36 13F-HR Timeline