Bollard Group LLC More: the full row for Bollard Group LLC 2,330 $676K 0.02% +13 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,317 $672K 0.26% +156 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,312 $671K 0.02% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,346 $665K 0.06% -715,729 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,284 $662K 0.08% +99 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,280 $661K 0.14% 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,273 $659K 0.38% -76 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,265 $657K 0.12% -21 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,262 $656K 0.03% -297 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,258 $655K 0.06% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,257 $655K 0.02% +146 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,253 $654K 0.03% +128 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,250 $653K 0.16% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,242 $650K 0.01% +2 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,241 $650K 0.06% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,233 $648K 0.06% -147 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,226 $646K 0.05% +1,298 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,219 $644K 0.47% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,213 $642K 0.01% +702 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,200 $638K 0.14% -6,135 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,197 $637K 0.19% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,197 $637K 0.11% +174 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,192 $636K 0.22% +3 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 2,190 $635K 0.03% -83 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,185 $634K 0.03% +10 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,193 $633K 0.37% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,181 $633K 0.14% +57 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,181 $632K 0.09% +99 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,180 $632K 0.64% +25 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,174 $631K <0.01% +71 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,172 $630K 0.21% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,169 $629K 0.03% -573 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,165 $628K 0.19% -10 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,136 $620K 0.01% +256 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,122 $615K 0.03% +700 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,118 $614K 0.07% +9 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,104 $610K 0.32% +104 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $609K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,088 $606K 0.11% -18 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,087 $605K 0.15% -202 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,065 $605K 0.09% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,078 $603K 0.04% -794 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,069 $600K 0.09% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,060 $597K 0.04% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,052 $595K 0.15% -159 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,052 $595K 0.43% -196 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,047 $594K 0.11% +17 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,035 $590K 0.23% new 13F-HR/A Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,034 $590K 0.5% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,028 $588K 0.03% +31 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,025 $587K 0.05% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,012 $584K 0.01% -282 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,012 $584K 0.35% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,011 $583K 0.18% +198 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $583K 0.46% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,009 $583K 0.15% -79 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $580K 0.48% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $580K 0.61% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,999 $580K 0.09% -1 13F-HR/A Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,991 $577K 0.57% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,985 $576K 0.07% -122 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,980 $574K 0.05% -5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,980 $574K 0.01% +792 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,979 $574K 0.38% +5 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,975 $573K 0.15% -490 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,973 $572K 0.54% +24 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,971 $572K 0.58% -250 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,949 $565K 0.07% -236 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,930 $560K 0.04% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,921 $557K 0.09% +24 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,918 $556K 0.11% +59 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,917 $556K 0.24% -190 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,914 $555K 0.13% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,912 $555K 0.01% +815 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,909 $554K 0.02% +52 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,908 $553K 0.02% -7 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,902 $552K 0.27% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,900 $551K 0.12% 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 1,884 $546K 0.44% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,882 $546K 0.57% -25 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,878 $545K 0.17% +150 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,877 $544K 0.07% -44 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,877 $544K 0.27% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,873 $543K 0.38% +9 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,873 $543K 0.05% -33 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,864 $541K 0.03% +2 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,863 $540K 0.03% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,840 $534K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,835 $532K 0.03% +508 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,761 $531K 0.54% +13 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,823 $529K 0.17% -827 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,815 $526K 0.07% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,810 $525K 0.07% +800 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,808 $524K 0.01% +249 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,806 $524K 0.14% +737 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,803 $523K 0.04% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,800 $522K 0.18% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,800 $522K 0.18% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,782 $517K 0.02% +144 13F-HR/A Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,781 $517K 0.04% +12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,779 $516K 0.01% -1,732 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,776 $515K 0.12% -160 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,774 $515K 0.19% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,770 $513K 0.08% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,758 $510K 0.04% -121 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,757 $509K 0.18% +12 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,754 $509K 0.04% +137 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,751 $508K 0.01% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,749 $507K 0.25% -11 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,749 $507K 0.31% -68 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,742 $505K 0.01% +31 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,741 $505K 0.2% +134 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,739 $504K 0.07% +3 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,730 $502K 0.16% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,730 $502K 0.11% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,721 $499K 0.13% +2 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,713 $497K 0.2% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,694 $497K 0.03% +191 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,711 $496K 0.31% -17 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,709 $496K 0.02% +240 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,701 $493K 0.02% -580 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,700 $493K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,700 $493K 0.18% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,696 $492K 0.18% -14 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,685 $489K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,685 $489K 0.03% +280 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,683 $488K 0.04% -82 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,668 $484K 0.02% +334 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,668 $484K 0.11% +3 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,667 $484K 0.19% +153 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,659 $481K 0.05% +25 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,655 $480K 0.07% +95 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,650 $479K 0.03% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,649 $478K 0.14% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,648 $478K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,646 $477K 0.16% +22 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,645 $477K 0.07% -48 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,618 $474K 0.04% +13 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,633 $473K 0.15% -5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,622 $470K <0.01% -32 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,615 $468K 0.06% -6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,605 $465K 0.06% +164 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,604 $465K 0.18% -98 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,601 $464K 0.03% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,600 $464K 0.25% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,598 $463K 0.01% +279 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,597 $463K 0.08% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,500 $462K 0.16% +90 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,589 $461K <0.01% -270 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,589 $461K 0.26% -11 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,581 $459K 0.4% -5 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,575 $456K 0.14% +137 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,571 $456K 0.02% +653 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,569 $455K 0.01% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,569 $455K 0.15% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,565 $454K 0.11% +350 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,564 $454K 0.34% +25 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,561 $453K 0.04% +39 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,543 $448K 0.02% -214 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,540 $447K 0.01% +34 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,536 $446K 0.3% -19 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,534 $445K 0.02% -23 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,534 $445K 0.26% -79 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,533 $445K 0.09% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,531 $444K 0.02% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,530 $444K 0.04% +38 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,524 $442K <0.01% -2 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,518 $440K 0.17% -10 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,518 $440K 0.01% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,511 $438K 0.03% +131 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,510 $438K 0.08% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,400 $437K 0.01% +184 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,505 $436K 0.13% -21 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,502 $436K 0.04% +104 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,500 $435K 0.26% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,500 $435K 0.23% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,499 $435K 0.02% +149 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,497 $434K 0.14% +16 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,496 $434K 0.08% -96 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,492 $433K 0.03% -14 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,484 $430K 0.04% +12 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,489 $430K 0.24% -1,105 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,476 $428K 0.17% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,476 $428K 0.24% +8 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,468 $426K 0.4% -19 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,468 $425K 0.03% -20 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,459 $423K 0.05% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,456 $422K 0.19% +153 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,450 $421K 0.04% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,326 $419K 0.05% +27 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,445 $419K 0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,444 $419K 0.11% -325 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,438 $417K 0.03% +256 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,435 $416K 0.29% -30 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,435 $416K 0.32% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,431 $415K 0.01% +10 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,420 $412K 0.25% +9 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,419 $412K 0.1% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,411 $411K 0.02% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,412 $410K 0.22% -6 13F-HR Timeline