Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,048 $453K 0.1% +378 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,044 $452K 0.05% -29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,043 $452K <0.01% -225 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,042 $451K 0.02% +170 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,043 $450K 0.02% +566 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,035 $450K 0.11% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,034 $450K 0.23% -1,446 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,030 $449K 0.18% +156 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,022 $447K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,020 $446K 0.05% -204 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,005 $446K 0.03% +705 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,003 $443K 0.2% +9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,001 $442K 0.17% -149 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,000 $442K 0.02% -1,983 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,978 $437K 0.06% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,976 $437K 0.32% -202 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,975 $437K 0.01% +5 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,974 $436K 0.21% +561 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,968 $435K 0.3% -293 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,966 $435K 0.1% -29 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,962 $434K 0.04% +2 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,956 $432K 0.05% -4,118 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,953 $432K 0.22% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,951 $431K 0.03% -599 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,920 $431K 0.02% +572 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,939 $429K 0.02% new 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,936 $428K 0.14% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,929 $426K 0.08% +262 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,925 $425K 0.21% 0 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,920 $424K 0.25% -688 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,918 $424K 0.01% new 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,912 $423K 0.01% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,903 $421K 0.03% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,902 $420K 0.07% +196 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,895 $419K 0.03% +390 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,886 $417K 0.24% -21 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,801 $416K 0.12% -10 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,882 $416K 0.1% -128 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,880 $415K 0.06% +199 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,877 $415K 0.04% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,876 $415K 0.02% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,876 $415K 0.01% -201 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,870 $413K 0.01% -176 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,833 $408K 0.05% -92 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,845 $408K 0.1% +242 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,844 $408K 0.05% +57 13F-HR Timeline MOTCO More: the full row for MOTCO 1,944 $405K 0.04% +70 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,832 $405K 0.2% +35 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,827 $404K 0.06% -35 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,812 $400K 0.11% +82 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,808 $400K 0.05% +54 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,804 $399K 0.64% +89 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,803 $398K 0.02% +60 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,804 $398K 0.03% +302 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,800 $398K 0.3% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,799 $398K 0.15% +17 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,786 $395K 0.02% -1,035 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,783 $394K 0.01% +212 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,781 $394K 0.03% -3,078 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,778 $393K 0.03% -4,735 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,766 $393K 0.04% +362 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,778 $393K 0.08% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,773 $392K 0.03% +103 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,770 $391K 0.3% -530 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,770 $391K 0.05% -3,689 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,765 $390K 0.02% -1,121 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,764 $390K 0.01% 0 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 1,758 $389K 0.04% +12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,757 $388K 0.01% +2 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,749 $387K 0.02% +118 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,746 $386K <0.01% +345 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,745 $386K 0.17% +90 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,737 $384K 0.01% +140 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,734 $383K 0.03% +9 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,733 $383K 0.04% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,730 $382K 0.09% +138 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,729 $382K 0.19% +49 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,721 $380K 0.2% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 1,710 $378K 0.2% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,710 $378K 0.04% 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,705 $377K 0.13% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,703 $376K 0.05% +149 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,701 $376K 0.04% -44 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,700 $376K 0.06% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,693 $374K 0.16% -13 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,687 $373K 0.01% -252 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,671 $369K 0.03% +375 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,666 $368K 0.03% -103 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,662 $367K 0.01% -85 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,650 $365K 0.37% -15 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,642 $363K 0.08% +20 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,629 $360K 0.02% +4 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,625 $359K 0.29% -1,717 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,613 $357K 0.04% +69 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,609 $356K 0.12% +40 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,608 $355K 0.06% +462 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,602 $354K 0.16% +4 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,600 $354K 0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,600 $354K <0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,597 $353K 0.08% +197 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,596 $353K 0.06% -7 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,577 $349K <0.01% -94 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,574 $348K 0.13% new 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,576 $348K 0.5% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,572 $347K 0.02% -64 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,650 $347K 0.07% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 1,565 $346K 0.11% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,561 $345K 0.01% +84 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,547 $342K 0.03% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,541 $341K 0.03% -157 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 1,538 $340K 0.15% -8 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,537 $340K 0.17% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,533 $339K 0.03% +324 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,524 $337K 0.06% -165 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,522 $336K 0.19% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,521 $336K 0.06% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,519 $336K 0.04% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,518 $336K 0.14% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,513 $334K 0.18% +10 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,500 $332K 0.22% -20 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,495 $330K 0.18% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,486 $328K 0.21% -4,225 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,484 $328K 0.06% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,482 $328K 0.15% +451 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,522 $327K 0.07% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,475 $326K 0.12% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,470 $325K 0.02% -5,303 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,469 $325K 0.02% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,450 $320K 0.08% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,446 $319K -5 Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,444 $319K 0.28% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,443 $319K 0.15% +44 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,442 $319K 0.02% -279 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,442 $319K 0.11% +368 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,430 $317K 0.11% +90 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,432 $317K 0.03% -217 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,431 $316K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,430 $316K 0.04% +82 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,430 $316K 0.01% -116 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,415 $313K 0.12% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,411 $312K 0.15% +186 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,399 $311K 0.04% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,402 $310K 0.11% -64 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,390 $307K 0.12% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,383 $306K 0.01% new 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,378 $305K 0.02% +1,233 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,370 $303K 0.01% +48 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,370 $303K 0.16% -1,000 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,365 $302K 0.55% -46 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,360 $301K 0.16% +67 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,360 $301K 0.05% +18 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,359 $300K 0.03% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,357 $300K 0.03% -12,507 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,335 $300K 0.02% -414 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,350 $298K 0.03% -74 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,349 $298K 0.12% -975 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,422 $298K 0.02% -8 13F-HR/A Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,343 $297K 0.06% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,335 $295K 0.11% +2 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,333 $295K 0.15% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,333 $295K 0.01% +281 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,328 $294K 0.05% -834 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,325 $293K 0.02% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,324 $293K <0.01% +25 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,322 $292K 0.22% -108 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,320 $292K 0.21% +150 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,320 $292K 0.17% -20 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,317 $291K 0.05% +1 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,316 $291K 0.04% +48 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,311 $290K 0.2% -29 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,307 $289K 0.15% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,307 $289K 0.24% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,305 $288K 0.02% +152 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,291 $285K 0.01% -13 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,290 $285K 0.01% -178 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,283 $284K 0.01% -230 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,270 $281K 0.02% -314 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,265 $280K 0.15% -145 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,254 $277K 0.07% -984 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,253 $277K 0.09% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,201 $276K 0.08% +19 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,247 $276K 0.03% -250 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,246 $275K 0.1% -179 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,238 $275K 0.02% -123 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,242 $275K 0.19% -50 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,243 $275K 0.07% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,228 $272K 0.27% -17 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,228 $271K 0.01% +146 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,228 $271K 0.2% -12 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,224 $270K 0.13% +180 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,400 $270K 0.04% -158 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,220 $270K 0.1% -429 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,213 $268K 0.08% -10 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,213 $268K 0.03% -273 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,209 $267K 0.06% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,205 $266K 0.04% -500 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,204 $266K 0.03% +202 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,202 $266K 0.04% +98 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,200 $265K 0.1% -115 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,186 $264K 0.1% 0 13F-HR Timeline