Exchange Bank More: the full row for Exchange Bank 1,850 $330K 0.21% +1,776 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,845 $329K 0.01% +1,769 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,835 $327K 0.15% +1,762 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,829 $326K 0.03% +1,756 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,826 $325K 0.02% +1,746 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,821 $325K 0.02% +1,753 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,816 $324K 0.3% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,804 $322K 0.26% +1,729 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,800 $321K 0.13% +1,728 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 1,800 $321K 0.31% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,792 $319K 0.07% +1,728 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,733 $317K 0.03% -42 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,775 $316K 0.06% +1,704 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,775 $316K 0.17% +1,704 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,766 $315K 0.03% +1,761 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,763 $314K 0.04% +1,705 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,756 $313K 0.03% +1,688 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 1,754 $313K 0.06% +391 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,750 $312K 0.01% +1,677 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,744 $311K 0.19% +1,692 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,736 $309K 0.01% +1,666 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,735 $309K 0.06% +1,663 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,731 $309K 0.01% +31 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,730 $308K 0.03% +1,651 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,706 $304K 0.07% +1,637 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,701 $303K 0.11% +1,633 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,700 $303K 0.02% +1,632 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,700 $303K 0.01% +1,626 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,694 $302K 0.01% +1,624 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,717 $302K 0.01% -3,342 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,678 $299K 0.06% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,675 $299K 0.02% +1,591 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,672 $298K <0.01% +1,605 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,670 $298K 0.03% +1,593 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,632 $298K 0.02% +1,569 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,663 $296K 0.16% +1,611 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,651 $294K 0.24% +1,584 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,639 $292K 0.03% +1,545 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,625 $290K 0.14% +1,568 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,617 $288K 0.21% +1,552 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,614 $288K 0.03% +1,566 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,610 $287K 0.06% +1,545 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,594 $284K 0.01% +1,321 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,592 $284K 0.15% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,590 $283K 0.02% +1,393 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,588 $283K 0.02% +1,525 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,585 $283K 0.03% +1,410 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,580 $282K 0.11% +1,531 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,578 $281K 0.07% +1,529 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,576 $281K 0.04% +1,513 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,575 $281K 0.09% +1,509 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,575 $281K 0.21% +1,512 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,570 $280K 0.01% -10,375 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,564 $279K 0.12% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,550 $276K 0.05% +1,488 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,550 $276K 0.04% +1,488 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,550 $276K 0.03% +1,488 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,550 $276K 0.13% +1,403 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 1,550 $276K 0.14% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,548 $276K 0.05% +1,482 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,542 $275K <0.01% -6,063 13F-HR Timeline TFR Capital, LLC. 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More: the full row for BFI Infinity Ltd. 1,500 $267K 0.13% +1,440 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,490 $266K 0.38% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,487 $265K 0.06% +1,409 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,485 $265K 0.03% +1,426 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,481 $264K 0.01% +1,433 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,464 $261K 0.05% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,459 $260K 0.09% +1,409 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,451 $259K 0.03% +1,388 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,451 $259K 0.02% +1,346 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,450 $259K 0.03% +1,392 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,450 $258K 0.03% +1,394 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,446 $258K 0.05% +1,395 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 1,437 $256K 0.09% +1,380 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,435 $256K 0.02% +1,372 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,432 $255K 0.02% +1,365 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,431 $255K <0.01% +473 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,428 $255K 0.07% +1,376 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,425 $254K 0.19% +1,369 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,415 $252K 0.02% +1,357 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,409 $251K 0.01% +1,353 13F-HR Timeline Group Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,408 $251K 0.19% new 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Stonebrook Private Inc. 1,320 $235K 0.04% +1,261 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,319 $235K 0.05% +1,268 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,315 $234K 0.02% +1,263 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,311 $234K 0.03% +1,256 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 1,308 $233K 0.14% +1,259 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,300 $232K <0.01% +1,248 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,300 $232K 0.02% +1,248 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,300 $232K 0.04% +1,248 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,300 $232K 0.19% +1,248 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,300 $232K 0.09% +1,248 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,282 $229K 0.04% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,276 $227K 0.03% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,275 $227K 0.07% +1,224 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,275 $227K 0.08% +1,224 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,273 $227K 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,268 $226K 0.01% +1,218 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,267 $226K 0.05% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,266 $226K 0.16% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,263 $225K 0.02% +1,214 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,261 $225K 0.01% +1,210 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,258 $224K <0.01% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,252 $223K 0.02% +1,192 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,252 $223K 0.05% +1,202 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,250 $223K <0.01% +1,200 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,251 $223K 0.02% +1,201 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,250 $223K 0.02% +1,195 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,250 $223K 0.05% +1,200 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,250 $223K 0.02% +1,200 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,250 $223K 0.02% +1,200 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,235 $220K <0.01% +1,181 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 1,234 $220K 0.25% +1,186 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,233 $220K 0.06% +1,101 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,230 $219K 0.08% +1,182 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,229 $219K 0.02% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,228 $219K 0.09% -47 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,227 $219K 0.02% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,023 $218K 0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,225 $218K <0.01% +1,175 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,225 $218K 0.01% +1,165 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,225 $218K 0.03% +1,176 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,225 $218K 0.12% +1,176 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,225 $218K <0.01% -212 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,225 $218K 0.05% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,219 $217K 0.01% +1,162 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,216 $217K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,209 $215K 0.04% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,200 $214K 0.02% +1,148 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,200 $214K 0.02% +1,152 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,200 $214K 0.06% +1,152 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,200 $214K 0.02% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,200 $214K 0.09% +817 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,196 $213K 0.01% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,196 $213K 0.12% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,196 $213K 0.01% +1,148 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,195 $213K 0.02% +1,147 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,194 $213K 0.02% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,188 $212K 0.05% +1,134 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,187 $212K <0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,185 $211K 0.01% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,180 $210K 0.08% +1,109 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,180 $210K 0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,178 $210K 0.01% +1,124 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,177 $210K 0.12% +1,129 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,175 $209K 0.04% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,045 $208K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,168 $208K 0.01% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,164 $207K 0.04% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,158 $206K 0.13% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 92 $206K 0.02% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,155 $206K 0.03% +1,098 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,152 $205K 0.01% +1,081 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,150 $205K 0.11% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,150 $205K 0.08% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,149 $205K 0.64% +1,104 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,148 $205K 0.02% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,148 $205K 0.06% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,135 $202K 0.08% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 947 $202K 0.11% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,133 $202K 0.04% +1,066 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,131 $202K 0.03% +1,062 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,126 $201K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,126 $201K 0.01% +1,082 13F-HR Timeline