Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,486 $520K 0.06% -1,845 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,486 $520K 0.1% -149 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,485 $520K <0.01% -1,102 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 1,476 $517K 0.37% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,468 $514K 0.05% -16 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,462 $512K 0.39% -158 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,458 $510K 0.02% -538 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,455 $509K 0.2% 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,454 $509K 0.21% -92 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,452 $508K 0.05% +176 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,452 $508K 0.03% +1,242 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,452 $508K 0.05% new 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,450 $507K 0.32% -178 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,447 $507K 0.04% +170 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,443 $505K 0.19% -1,712 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,442 $505K 0.06% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,436 $503K 0.05% -36 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,435 $502K 0.04% -37 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,428 $500K 0.03% -75 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,428 $500K 0.07% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,426 $499K 0.1% -6 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,418 $496K 0.49% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,489 $496K 0.08% -65 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,418 $496K 0.05% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,416 $496K 0.06% -1,765 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,412 $494K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,409 $493K 0.02% +346 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,408 $493K 0.02% -252 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,405 $492K 0.29% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,404 $491K 0.24% +107 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,398 $489K 0.15% -137 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,395 $488K 0.04% -302 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,392 $487K 0.32% -164 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,392 $487K 0.09% +553 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,392 $487K 0.03% -1,692 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,391 $487K 0.18% -4,219 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,390 $486K 0.13% new 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,389 $486K 0.18% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,385 $485K 0.14% -391 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,382 $484K 0.13% -359 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,378 $482K 0.04% -291 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,378 $482K 0.31% -35 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,367 $478K 0.12% -1,801 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,363 $477K 0.16% -429 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,362 $477K 0.14% -8,557 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,354 $474K 0.18% 0 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 1,350 $472K 0.24% +81 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,347 $471K 0.22% +24 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,338 $468K 0.16% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,337 $468K 0.02% +432 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,336 $468K 0.02% +215 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,335 $467K 0.06% -10 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,330 $465K 0.06% +60 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,330 $465K 0.11% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,329 $465K 0.33% -316 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,327 $464K 0.09% -388 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,319 $462K 0.05% +9 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,318 $461K 0.4% -136 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,317 $461K 0.18% -52 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,315 $460K 0.05% +7 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,314 $460K 0.1% -423 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,313 $460K 0.14% -69 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 1,308 $458K 0.27% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,307 $457K 0.02% -404 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,302 $456K <0.01% -895 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,300 $455K 0.27% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,299 $455K 0.01% -135 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,291 $452K 0.19% -23 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,291 $452K 0.35% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,290 $451K 0.3% +10 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,283 $449K 0.03% -6 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,283 $449K 0.01% +64 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,279 $448K 0.01% -26 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,279 $448K 0.03% -208 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,278 $447K 0.27% +66 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,273 $446K 0.03% -240 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,268 $444K 0.06% -405 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,268 $444K 0.29% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,268 $444K 0.02% -775 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,267 $443K 0.12% -105 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,266 $443K 0.16% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,265 $443K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,260 $441K 0.05% +649 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,260 $441K 0.08% new 13F-HR/A Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,258 $440K 0.04% -647 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,258 $440K 0.08% +819 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,256 $440K 0.1% +10 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,255 $439K 0.17% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,248 $437K 0.17% -440 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,247 $436K 0.05% -75 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,247 $436K 0.08% -973 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,247 $436K 0.36% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,243 $435K 0.3% -305 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,241 $434K 0.03% -900 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,240 $434K 0.21% -463 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,239 $434K 0.04% -1,667 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,478 $434K 0.15% +1,126 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,236 $433K 0.27% -432 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,235 $432K 0.09% -41 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,224 $428K 0.31% 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,218 $426K 0.03% -480 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,217 $426K 0.12% -30 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,215 $425K 0.29% +6 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,203 $421K 0.06% +313 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,383 $421K 0.05% -17 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,200 $420K 0.27% -210 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,200 $420K 0.01% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,199 $420K 0.11% -2,897 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,198 $419K 0.06% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,196 $419K 0.04% -43 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,194 $418K 0.17% +512 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,194 $418K 0.06% -106 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,189 $416K 0.02% -1,363 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,187 $415K 0.02% +703 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,185 $415K 0.09% -583 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,183 $414K 0.02% -149 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,182 $414K 0.12% -113 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,182 $414K 0.05% -108 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,180 $413K 0.16% -935 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,179 $412K 0.03% -2,185 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,168 $412K 0.25% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,171 $410K 0.09% -5,701 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,169 $409K 0.19% +35 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,165 $408K 0.33% +42 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,158 $405K 0.15% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,157 $405K 0.23% +72 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,155 $404K 0.09% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,153 $404K 0.01% -108 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,152 $403K 0.02% -105 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,151 $403K 0.21% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,149 $402K 0.01% +13 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,147 $401K 0.03% 0 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,144 $400K 0.13% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,141 $399K 0.1% -1,461 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,140 $399K 0.13% -72 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,140 $399K 0.2% -2,312 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,137 $398K 0.28% -11 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,133 $397K 0.03% -22,286 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,129 $395K 0.02% -3,388 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,129 $395K 0.15% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,129 $395K 0.14% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,127 $394K 0.04% -89 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,126 $394K 0.01% 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,125 $394K 0.19% +138 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,167 $392K 0.02% -7 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,117 $391K 0.09% +224 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,106 $387K 0.1% +524 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,104 $386K 0.02% +37 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,102 $386K 0.1% -10,256 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,101 $385K 0.1% -229 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,097 $384K 0.01% -3,878 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,096 $384K 0.03% -65 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,095 $383K 0.03% -236 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,094 $383K 0.06% +96 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 1,093 $383K 0.25% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,086 $380K 0.06% -1,205 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,085 $380K 0.07% -75 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,083 $379K 0.29% 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 1,080 $378K <0.01% -188 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,079 $378K 0.03% -38 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,286 $377K 0.19% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,076 $377K 0.06% -64 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,076 $377K 0.16% -26 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,075 $376K 0.24% -3,052 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,073 $376K 0.12% -64 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,071 $375K 0.03% -994 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,069 $374K 0.05% -8,515 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,066 $373K 0.05% +47 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,065 $373K 0.07% -256 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,063 $372K 0.08% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,062 $372K 0.06% -38 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,054 $369K 0.13% -106 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,053 $369K 0.44% 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,053 $369K 0.11% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,051 $368K 0.03% -46 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,050 $367K 0.07% -1,443 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,050 $367K 0.24% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,047 $366K 0.05% +266 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,044 $365K 0.04% -294 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,043 $365K 0.02% -178 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,305 $365K 0.16% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,045 $365K 0.05% -77 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,040 $364K 0.05% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,040 $364K 0.04% -227 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,039 $364K 0.03% -1,268 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,038 $363K 0.07% -4,385 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,037 $363K 0.03% -37 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,036 $363K 0.34% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,035 $362K 0.05% -910 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,033 $362K 0.1% 0 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,033 $362K 0.05% -26 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,031 $361K <0.01% -23,664 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,028 $360K 0.02% -354 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,026 $359K 0.01% +14 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,025 $359K 0.03% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,025 $359K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,023 $358K 0.03% -70 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,023 $358K 0.05% -184 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,022 $358K 0.28% -288 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,021 $357K 0.25% +2 13F-HR Timeline