WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,463 $212K 0.02% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,456 $211K 0.02% +45 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,455 $211K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,455 $211K 0.01% -213 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,449 $210K 0.12% 0 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 1,445 $210K 0.17% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,443 $209K 0.01% -155 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,443 $209K 0.11% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,444 $209K <0.01% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,436 $208K 0.05% +10 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,434 $208K 0.02% -156 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,431 $208K 0.04% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,200 $208K 0.05% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,425 $207K 0.06% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,424 $207K 0.03% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,419 $206K 0.06% -85 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,413 $205K 0.04% -200 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,405 $204K 0.08% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,399 $203K 0.03% 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,395 $202K 0.13% -1,495 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,383 $201K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,388 $201K 0.02% -16 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,382 $201K 0.02% -68 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,381 $200K 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,381 $200K 0.02% -422 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,379 $200K 0.02% -815 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,365 $198K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,362 $198K 0.01% -36 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,350 $196K 0.07% -685 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,350 $196K 0.07% -90 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,337 $194K 0.05% +9 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 1,334 $194K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,265 $184K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,191 $173K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,185 $172K <0.01% +8 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,165 $169K 0.02% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,130 $164K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,125 $163K 0.01% +50 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,076 $156K 0.07% -159 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,063 $154K 0.03% -285 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,047 $152K 0.01% +70 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,046 $152K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,037 $150K 0.11% +299 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,024 $149K 0.03% +24 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,020 $148K 0.1% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,020 $148K 0.13% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $145K 0.03% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 998 $145K 0.09% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 981 $142K 0.01% -80 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 952 $138K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 930 $135K 0.02% +456 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 924 $134K 0.02% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 917 $133K 0.03% -249 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 916 $133K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 916 $133K 0.02% +24 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 913 $132K 0.01% -10 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 900 $131K 0.77% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 876 $127K 0.08% +135 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 875 $127K <0.01% -17,905 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 863 $125K 0.01% -2,209 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 862 $125K 0.11% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 823 $119K 0.02% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 820 $119K +213 Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 819 $119K 0.09% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $116K 0.07% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 781 $113K 0.11% -35 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 770 $112K 0.05% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 754 $109K 0.01% -16 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 754 $109K 0.02% +57 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 746 $108K 0.05% -10 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 711 $103K 0.04% +111 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 709 $103K 0.05% +2 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 704 $102K <0.01% -74,941 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 697 $101K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 688 $99.9K 0.01% +167 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 608 $98.9K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 677 $98.3K 0.04% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 657 $95.3K 0.06% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 654 $94.9K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 645 $93.6K 0.02% +64 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 639 $92.7K 0.01% +15 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 607 $88.1K 0.02% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 604 $87.7K 0.04% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 600 $87.1K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 575 $83.4K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 571 $82.9K 0.01% +275 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 571 $82.9K 0.01% +300 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 553 $82.7K 0.03% +1 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 555 $80.5K 0.11% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 527 $79.9K 0.03% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 550 $79.8K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 545 $79.1K 0.03% -17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 540 $78.3K 0.01% -171 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 537 $77.9K 0.02% +13 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 509 $73.9K 0.03% +30 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 509 $73.8K 0.01% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 503 $73.1K 0.06% +31 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 501 $72.6K 0.02% -76 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 500 $72.6K 0.06% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 496 $72K <0.01% +12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 492 $71.7K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 482 $69.9K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 479 $69.5K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 477 $69.2K 0.04% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 469 $68.1K 0.01% +130 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 468 $67.9K 0.03% -1,787 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 464 $67.3K 0.02% +153 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 459 $66.6K 0.02% +59 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 446 $64.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 444 $64.4K 0.01% +24 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 442 $64.1K 0.01% -21 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 440 $63.8K 0.01% +1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 436 $63.3K 0.01% -80 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 435 $63K 0.01% +51 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 434 $63K 0.05% -175 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 405 $58.8K 0.03% +5 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 400 $58K 0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 395 $57.6K 0.01% -48 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 396 $57.5K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 396 $57.4K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 394 $57.2K 0.03% +225 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 394 $57.2K 0.02% -19 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 384 $55.7K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 381 $55.3K 0.01% -16 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 381 $55K 0.05% +315 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 369 $53.5K 0.01% -5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 357 $51.7K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 353 $51.2K <0.01% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 349 $50.6K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 345 $50.1K 0.03% +215 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 343 $49.8K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 338 $49K 0.04% -25 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 330 $47.9K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 327 $47.5K 0.06% +117 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 320 $46.4K 0.25% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 316 $45.9K 0.01% -19 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 316 $45.9K 0.02% -614 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 315 $45.7K 0.04% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 155 $45K 0.03% -171 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 308 $44.7K <0.01% -46 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 307 $44.6K 0.04% +12 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 301 $43.7K 0.04% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 301 $43.7K 0.05% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $43.5K 0.02% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 299 $43.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 297 $43.1K <0.01% +8 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 295 $42.8K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 292 $42.3K 0.01% +1 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 290 $42.1K 0.04% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 283 $41.1K 0.02% -85 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 284 $41K <0.01% -3,810 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 282 $41K 0.01% -5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 278 $40.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 275 $39.9K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 275 $39.9K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 275 $39.9K 0.03% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 272 $39.5K 0.01% +130 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 270 $39.2K 0.01% -17 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 266 $38.6K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 263 $38.2K <0.01% +148 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 262 $38.1K 0.01% +47 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 255 $37K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 252 $36.6K 0.02% +57 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 250 $36.3K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 250 $36.3K 0.02% 0 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 250 $36.3K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 240 $34.8K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 230 $33.4K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 230 $33.4K <0.01% +62 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 69 $33K 0.01% -4,519 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 226 $32.8K 0.01% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 217 $31.5K 0.01% +213 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 214 $31K <0.01% +174 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 209 $30.3K <0.01% +169 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 203 $29.5K 0.02% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $29K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 199 $28.9K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 198 $28.4K 0.01% +64 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 194 $28.2K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 194 $28.2K 0.02% -145 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 193 $28K 0.03% +175 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 192 $27.9K 0.07% +4 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 192 $27.9K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 182 $26.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 179 $26K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 171 $24.8K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 167 $24.2K 0.01% 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 162 $24K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 163 $23.7K 0.01% +13 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 161 $23.4K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $23.3K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 158 $22.9K <0.01% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 158 $22.9K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 156 $22.6K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 138 $22K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 144 $20.9K <0.01% -37 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 144 $20.9K 0.01% +42 13F-HR Timeline Quarry LP More: the full row for Quarry LP 142 $20.6K 0.01% -1,307 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 141 $20.5K 0.01% -15 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,687 $19.9K 0.77% -295 13F-HR Timeline