FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,582 $1.01M 0.08% +102 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,582 $1.01M 0.02% +1,117 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,576 $1.01M 0.18% -473 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 3,575 $1.01M <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,569 $1.01M 0.02% +2,048 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,547 $1M 0.07% -99 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,536 $997K 0.31% -88 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,505 $989K 0.15% -100 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,501 $987K 0.06% +200 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,501 $987K 0.04% -575 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,499 $987K 0.16% -2,400 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,495 $986K 0.1% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,494 $986K 0.5% -63 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,494 $986K 0.18% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,482 $982K 0.42% -534 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,473 $980K 0.01% +2,368 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,465 $977K 0.01% 0 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 3,465 $977K 0.02% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,455 $975K 0.19% -51 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,450 $973K 0.13% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,446 $972K 0.45% +147 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,435 $969K 0.04% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,265 $966K 0.35% +1,713 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,425 $966K 0.23% -190 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,425 $966K 0.03% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,412 $962K 0.58% +69 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,400 $959K 0.21% +500 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,383 $954K 0.04% -195 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,385 $954K 0.27% +129 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,378 $953K 0.41% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,369 $950K 0.45% -27,474 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,361 $948K 0.08% +182 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,345 $943K 0.07% -1 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,325 $938K <0.01% -3,038 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,321 $937K 0.05% +105 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,318 $936K 0.61% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,304 $932K 0.01% +1,045 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,271 $923K 0.06% +14 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,263 $920K 0.02% -34 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,257 $919K 0.02% -95 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,241 $914K 0.39% -45 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,236 $913K 0.2% -170 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,218 $908K 0.08% +51 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $905K 0.3% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,207 $905K 0.08% -1 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,199 $902K 0.01% -25 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,198 $902K 0.13% -405 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,197 $902K 0.12% +144 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,195 $901K 0.17% -196 13F-HR Timeline CROBAN More: the full row for CROBAN 3,192 $900K 0.77% -186 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,187 $899K 0.01% -163 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,161 $891K 0.13% -376 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,156 $890K 0.02% +73 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,149 $888K 0.01% -6 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,139 $885K 0.29% -1,026 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 3,134 $884K 0.08% -99 13F-HR Timeline Group Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 3,126 $882K 0.5% -199 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,124 $881K 0.55% -221 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,120 $880K 0.08% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,117 $879K 0.3% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,117 $879K 0.37% -5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,111 $878K <0.01% -759 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,111 $877K 0.4% +173 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,103 $875K 0.11% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,099 $874K 0.05% -730 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,093 $872K 0.02% +101 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,093 $872K 0.07% +66 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,064 $864K 0.05% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,059 $863K 0.16% -127 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 3,038 $861K 0.01% -140 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,048 $860K 0.06% -62 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,044 $858K 0.04% -49 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,035 $856K 0.6% +79 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,995 $845K 0.04% -18 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,991 $844K 0.02% +177 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,989 $843K 0.01% -2,293 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,965 $836K 0.01% -5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,995 $835K 0.04% +396 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,959 $835K 0.03% +115 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,940 $829K 0.09% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,938 $829K 0.09% -140 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,936 $828K 0.11% +150 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,932 $827K 0.41% -300 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,931 $827K 0.01% -287 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,914 $822K 0.05% +253 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 2,908 $820K 0.23% +62 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,878 $812K 0.09% -64 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,869 $809K 0.24% +228 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,846 $802K 0.07% +1,109 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,826 $797K 0.01% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,825 $797K 0.17% -216 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,814 $794K 0.05% -113 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,813 $793K 0.02% +943 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,811 $793K -30 Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,811 $793K 0.02% -167 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,805 $791K 0.39% +35 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,788 $786K 0.17% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,778 $784K 0.04% -888 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,775 $783K 0.39% +95 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,771 $782K 0.07% -65 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,770 $781K 0.07% +140 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,740 $773K 0.21% -1,454 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,700 $771K 0.13% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,719 $770K +988 Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,727 $769K 0.24% +29 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,710 $764K 0.04% +2,378 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,707 $764K 0.36% -154 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,702 $762K 0.17% +729 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,697 $761K 0.03% +70 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,672 $754K 0.25% +58 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,670 $753K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,667 $752K 0.15% +140 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,658 $750K 0.27% +29 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,658 $750K 0.01% new 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,640 $745K 0.18% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,632 $742K 0.12% -2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,629 $742K 0.08% +23 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,618 $738K 0.08% +7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,606 $735K 0.2% +199 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,603 $734K 0.25% 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,584 $729K 0.05% +1 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,579 $727K 0.01% +15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,576 $726K 0.1% +711 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,556 $721K 0.15% +1,269 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,554 $720K 0.01% +55 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,547 $718K 0.03% +621 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,538 $716K 0.45% +40 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,530 $714K 1.15% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,529 $713K 0.02% -6 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,515 $709K 0.01% +866 13F-HR Timeline Group Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,514 $709K 0.54% -1 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,514 $709K 0.16% -276 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,505 $707K 0.03% -4 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,504 $706K 0.05% +21 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $705K 0.31% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,496 $704K +1,483 Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,494 $704K 0.58% -14 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,490 $702K 0.19% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,488 $702K 0.11% +82 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,487 $701K 0.02% -123 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,476 $699K 0.09% +64 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,466 $695K 0.01% -257 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,464 $695K 0.07% +275 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,461 $694K 0.59% +128 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,459 $694K 0.24% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,453 $692K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,449 $691K 0.01% +763 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,441 $689K 0.19% -6,749 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,440 $688K 0.52% +25 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,422 $683K 0.09% +731 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,419 $682K 0.03% +23 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,410 $680K 0.01% +169 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,409 $679K 0.35% -121 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,408 $679K 0.07% -373 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,406 $679K 0.01% -385 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,405 $678K 0.48% +385 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,403 $678K 0.59% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,355 $677K 0.25% +1,562 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,392 $675K 0.03% +40 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,384 $672K 0.06% -100 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,375 $670K 0.3% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,365 $667K 0.43% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,359 $665K 0.02% +16 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,357 $665K 0.04% -3,520 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,340 $660K 0.01% -22 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,324 $656K 0.05% +1,007 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,319 $654K 0.03% new 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,305 $650K 0.01% +110 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,168 $649K 0.24% -1,054 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,297 $648K 0.03% -88 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,296 $648K 0.01% +72 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,295 $647K 0.52% -50 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,293 $647K 0.05% +161 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,292 $646K 0.01% +345 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,291 $646K 0.21% -295 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,290 $646K 0.08% +51 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,289 $646K 0.37% +1,221 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,287 $644K 0.05% +696 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,281 $643K 0.04% -116 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,276 $642K 0.43% +35 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,275 $642K 0.08% +4 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,265 $639K 0.01% +96 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,257 $637K 0.03% +120 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,250 $635K 0.15% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,229 $629K 0.06% +390 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,226 $628K 0.06% +1,119 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2,223 $627K 0.48% -5,449 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,220 $626K 0.17% +420 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,217 $626K 0.06% -476 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,219 $626K 0.04% -228 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,216 $625K 0.35% -1 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,202 $621K 0.12% -7,746 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,199 $620K 0.04% -8,614 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,196 $619K 0.34% +3 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,164 $618K 0.05% +826 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,192 $618K 0.11% -40 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,180 $615K -426 Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,158 $609K 0.5% +24 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,156 $608K 0.27% -190 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,148 $606K 0.03% -1,873 13F-HR Timeline