SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,250 $965K 0.16% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,247 $964K 0.12% +50 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,213 $959K 0.08% -906,524 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 3,228 $958K 0.05% -11 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,227 $958K 0.17% +93 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,220 $956K 0.16% +50 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,218 $955K 0.12% +3 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,204 $951K 0.37% 0 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,203 $951K 0.17% +1,000 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,200 $950K 0.85% -136 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,196 $949K 0.03% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,187 $946K 0.1% -25 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,179 $943K 0.06% -700 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,165 $939K 0.89% -277 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,148 $934K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,142 $933K 0.17% +1,867 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,136 $931K 0.28% +4 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,130 $929K 0.04% +285 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,120 $926K 0.23% -28 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,102 $921K 0.12% +249 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,095 $919K 0.29% -40 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,093 $918K 0.44% +7 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,090 $917K 0.74% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,084 $915K 0.15% +319 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,076 $913K 0.73% +41 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,071 $911K 0.08% +94 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,064 $909K 0.72% -303 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,063 $909K 0.07% +358 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,050 $905K 0.4% +511 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,038 $902K 0.02% +35 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 3,038 $902K 0.15% +4 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,038 $902K 0.25% +351 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,029 $899K 0.05% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,028 $899K 0.05% +566 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,026 $898K 0.14% +314 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,021 $897K 0.27% +10 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,021 $896K 0.21% -384 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,017 $895K 0.23% +3,014 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,017 $895K 0.68% -232 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,010 $893K 0.05% +1,393 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,003 $891K 0.04% -36 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,000 $890K 0.3% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,000 $890K 0.22% -3,800 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 3,000 $890K 0.88% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,000 $890K 0.35% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,996 $889K 0.01% +1,505 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,993 $888K 0.26% +19 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,986 $886K 1.01% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,977 $884K 0.15% -53 13F-HR/A Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,972 $882K 0.35% -83 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,967 $880K 0.08% +38 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,965 $880K 0.16% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,964 $880K 0.08% +466 13F-HR Timeline Group HENDLEY & CO INC More: the full row for HENDLEY & CO INC 2,950 $876K 0.31% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,935 $871K 0.05% +49 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,931 $870K 0.41% 0 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,929 $869K 0.08% +30 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,925 $868K 0.7% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,912 $864K 0.02% -1,634 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,912 $864K 0.15% +3 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,910 $864K 0.19% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,905 $862K 0.06% -773 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,890 $858K +96 Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,866 $851K 0.24% +18 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,864 $850K 0.09% -200 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,863 $850K 0.32% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 2,860 $849K 0.13% +1,572 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,852 $847K 0.26% -239 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,852 $846K 0.05% +847 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,851 $846K 0.01% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,850 $846K 0.45% -50 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,834 $841K 0.01% -67,667 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,776 $835K 0.01% 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,812 $835K 0.13% -1,218 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,808 $833K 0.5% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,805 $832K 0.52% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,804 $832K 1.24% 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 2,803 $832K 0.21% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,802 $832K 0.11% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,800 $831K 0.54% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,800 $831K 0.48% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,795 $830K 0.07% +42 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,788 $828K 0.29% +21 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,778 $824K 0.13% 0 13F-HR Timeline Group BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,775 $824K 0.11% -4,085 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,762 $820K 0.28% -80 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,754 $817K 0.4% -68 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,753 $817K 0.46% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,737 $812K 0.28% -50 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,733 $811K 0.52% -181 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,730 $810K 0.09% +134 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,729 $810K 0.18% -994 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,557 $809K 0.47% -170 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,727 $809K 0.06% +21 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,723 $808K 0.46% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,721 $808K 0.34% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,715 $806K 0.22% -1,050 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,706 $803K 0.39% +45 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,704 $802K 0.12% +180 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,700 $801K 0.39% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,698 $801K 0.08% -91 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,687 $797K 0.2% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,684 $797K 0.07% +20 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,683 $796K 0.1% -100 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,675 $794K 0.03% -27,230 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,669 $792K 0.22% +107 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,665 $791K 0.11% +4 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,658 $789K 0.31% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,637 $783K 0.19% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,634 $782K 0.42% -39 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,633 $781K 0.02% +525 13F-HR/A Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,632 $781K 0.59% 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,623 $778K 0.17% -152 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,618 $777K 0.05% -341 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,611 $775K 0.04% -3,369 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,609 $774K 0.26% +93 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,601 $772K 0.08% -2 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,600 $772K 0.19% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,600 $772K 0.14% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,575 $764K 0.61% -50 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,570 $763K 0.12% +147 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,569 $763K 0.69% -46 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,559 $759K 0.55% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,557 $759K 0.4% -25 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,556 $759K 0.25% -16 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,554 $758K 0.23% +142 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,553 $758K 0.61% 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,536 $753K 0.44% -91 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,527 $750K 0.14% +43 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,526 $750K 0.31% -203 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,521 $748K 0.19% +6 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,519 $748K 0.03% -202 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,508 $744K 0.03% +350 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,508 $744K 0.12% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,506 $744K 0.3% 0 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,500 $743K 0.07% +234 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,700 $742K 0.46% +500 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,500 $742K 0.03% +185 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,527 $742K 0.14% +292 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,496 $741K 0.59% -24 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,494 $740K 0.37% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,484 $737K 0.19% +50 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,482 $737K 0.07% +750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,478 $736K 0.06% +55 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,477 $735K 0.19% +76 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,475 $735K 0.06% 0 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 2,470 $733K 0.67% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,466 $732K 0.05% +1,255 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,462 $731K 0.5% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,449 $727K 0.02% +35 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,449 $727K 0.48% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,438 $724K 0.2% +31 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,436 $723K 0.07% +400 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 2,418 $718K 0.48% -38 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,417 $717K 0.22% +52 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,416 $717K 0.35% +90 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 2,410 $715K 0.28% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,406 $714K 0.1% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,400 $712K 0.2% -1,700 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 2,400 $712K 0.33% -1,200 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,400 $712K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,400 $712K 0.46% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,398 $712K 0.24% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,386 $708K 0.1% +49 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,383 $707K 0.05% +99 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,379 $706K 0.04% +29 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,378 $706K 0.22% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,376 $705K 0.16% -98 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,375 $705K 0.18% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,372 $704K 0.14% -73 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,370 $703K 0.08% +663 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,364 $702K 0.02% +327 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,360 $700K 0.59% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,358 $700K 0.08% +493 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,358 $700K 0.11% -910 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,356 $699K 0.14% -104 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,353 $698K 0.3% -17 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,338 $694K 0.1% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,326 $690K 0.36% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,323 $690K 0.27% -113 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,320 $689K 0.21% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,284 $686K 0.24% +43 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,306 $684K 0.09% -364 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,302 $683K 0.04% -52 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,285 $678K 0.3% -37 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,284 $678K 0.3% -167 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,275 $675K 0.16% +37 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,269 $673K 0.13% -281 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,268 $673K 0.04% +1,207 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,261 $671K 0.15% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,259 $670K 0.26% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,256 $670K 0.04% -128 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,250 $668K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,247 $667K 0.09% -59 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,246 $667K 0.05% -394 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 2,244 $666K 0.13% +5 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,243 $666K 0.42% +359 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,240 $665K 0.21% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,240 $665K 0.98% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,238 $664K 0.07% -2,096 13F-HR Timeline Group