Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,816 $559K 0.03% +13 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,780 $555K 0.11% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,780 $555K 0.02% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,750 $551K 0.34% +14 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,750 $551K 0.01% new 13F-HR/A Timeline Addison Capital Co More: the full row for Addison Capital Co 4,742 $551K 0.14% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,742 $550K 0.04% -726 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,731 $549K 0.04% -378 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,576 $549K 0.07% +511 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,727 $549K <0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,700 $546K 0.01% +78 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,577 $545K 0.35% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,687 $544K 0.03% -56 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,675 $543K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,658 $541K 0.03% -48 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,652 $540K 0.04% +136 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 4,606 $535K 0.32% -41 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,605 $535K 0.31% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,590 $533K 0.01% +842 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,575 $531K 0.16% -32 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,574 $531K 0.36% -9 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,573 $531K 0.03% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,570 $531K 0.03% +368 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,548 $528K 0.01% +14 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,522 $525K 0.1% +942 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 4,518 $524K 0.2% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,500 $522K 0.12% -5,400 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,496 $522K 0.08% +101 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,486 $521K 0.25% -70 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,460 $518K 0.02% +112 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,459 $518K 0.03% +661 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,427 $514K 0.04% +240 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,425 $514K 0.13% -13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,423 $513K 0.02% -701 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,409 $512K 0.09% +57 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,405 $511K 0.15% -2,754 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,391 $510K 0.15% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,386 $509K 0.07% +24 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,376 $508K 0.34% +230 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,368 $507K 0.19% +350 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,367 $507K 0.12% +2,095 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,355 $506K 0.08% -34 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,339 $504K 0.11% -100 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,338 $504K 0.09% -364 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,335 $503K 0.03% -6,607 13F-HR Timeline Group Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,334 $503K 0.27% +52 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,316 $501K 0.15% 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,288 $498K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,259 $494K 0.1% +833 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,257 $494K 0.04% +15 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,080 $494K 0.26% -323 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,251 $493K 0.2% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,239 $492K 0.43% -691 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,234 $491K 0.02% +384 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,233 $491K 0.12% -235 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,225 $490K <0.01% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,221 $490K 0.01% +100 13F-HR/A Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,182 $489K 0.03% +75 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,207 $488K 0.05% +1 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,185 $486K 0.33% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,174 $485K 0.05% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,165 $484K 0.32% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,154 $482K 0.08% +996 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,986 $481K 0.03% +129 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,137 $480K 0.03% -1,470 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,126 $479K 0.04% -42 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,120 $478K 0.01% +368 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,111 $477K 0.07% -3,638 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,107 $477K 0.02% +134 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,107 $477K 0.35% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,105 $477K 0.05% +1,551 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,053 $470K 0.05% +218 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,050 $470K 0.05% -100 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,038 $469K 0.03% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,037 $469K 0.15% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,022 $467K 0.03% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 4,020 $467K 0.26% 0 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 4,000 $464K 0.07% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,000 $464K 0.24% +141 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,948 $461K 0.01% -571 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,972 $461K 0.03% +973 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,965 $460K 0.13% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,962 $460K 0.01% +207 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,953 $459K 0.34% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,949 $458K 0.22% -134 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,961 $458K 0.01% -1,074 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,934 $457K 0.06% +23 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,930 $456K 0.67% 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,925 $456K 0.3% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,920 $455K 0.15% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,904 $453K <0.01% +887 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,900 $453K 0.05% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,868 $453K 0.07% +1,868 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,875 $450K 0.03% -62 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,871 $449K 0.03% +891 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,857 $448K <0.01% -615 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,855 $448K 0.01% -227 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,846 $446K 0.01% -723 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,844 $446K <0.01% -50 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,823 $444K 0.05% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,817 $443K 0.19% -453 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,764 $437K 0.01% +692 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,729 $433K 0.21% -50 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,701 $430K 0.09% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,696 $429K 0.01% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,690 $428K 0.09% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,689 $428K 0.01% new 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 3,678 $427K 0.35% 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,677 $427K 0.32% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,673 $426K 0.03% -571 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,670 $426K 0.03% +1,787 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,666 $426K 0.07% +128 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,630 $421K 0.04% -177 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,601 $418K 0.01% -43 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 3,601 $418K 0.28% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,599 $418K 0.02% -1,919 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,586 $416K 0.02% +43 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,584 $416K 0.03% +139 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,573 $415K 0.06% +192 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,554 $413K 0.02% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,547 $412K 0.03% -100 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 3,524 $409K 0.06% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,520 $409K 0.01% -87,918 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,519 $408K 0.02% -3,144 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,506 $407K 0.02% +78 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,779 $407K 0.03% +181 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,418 $407K 0.01% +27 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,502 $407K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,485 $405K 0.02% +3,468 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,483 $404K 0.4% +42 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,391 $404K 0.03% +9,937 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,478 $404K 0.22% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,476 $403K 0.02% -15 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,475 $403K 0.04% +98 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,470 $403K 0.03% +245 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 3,460 $402K 0.09% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,448 $400K 0.01% -24,677 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,444 $400K 0.05% +132 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,442 $400K 0.03% +276 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,423 $397K 0.09% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,423 $397K 0.04% -212 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,414 $396K 0.04% +8 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,407 $396K 0.09% +454 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,084 $394K 0.19% -436 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,387 $393K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,385 $393K 0.15% -30 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,383 $393K 0.05% +54 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,378 $392K 0.13% +1,154 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,376 $392K 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,373 $392K 0.04% +20 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,362 $390K 0.11% -183 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,346 $388K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,342 $388K 0.07% -304 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,337 $387K 0.02% -110 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,335 $387K 0.01% +51 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,331 $387K 0.01% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,327 $386K 0.05% +8 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,323 $386K 0.01% +101 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,322 $386K 0.06% +2 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,309 $384K 0.11% -15 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,300 $383K 0.28% -200 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,292 $382K 0.03% +94 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,280 $381K 0.01% -74,104 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,257 $378K 0.1% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,247 $377K 0.02% +401 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,241 $376K 0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,240 $376K 0.02% +80 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,237 $376K 0.01% -8,180 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,225 $374K 0.04% -97 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,223 $374K 0.3% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,215 $373K 0.32% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,214 $373K 0.02% +7 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,200 $371K 0.09% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,200 $371K 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,190 $370K 0.03% +1,231 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,166 $368K 0.03% +317 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,165 $367K 0.02% +708 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,154 $366K 0.1% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,153 $366K <0.01% -19 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,148 $365K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,145 $365K 0.05% +11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,137 $364K 0.06% -177 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,127 $363K 0.03% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,118 $362K -19,423 Timeline Busey Bank More: the full row for Busey Bank 3,115 $362K 0.01% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,111 $361K 0.1% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,098 $360K 0.03% +800 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,093 $359K 0.01% +1,045 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,092 $359K 0.1% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,077 $357K 0.12% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,040 $353K 0.01% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,035 $352K 0.03% +208 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,034 $352K 0.06% +175 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,032 $352K 0.03% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,934 $352K 0.05% +493 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,023 $351K 0.01% -188 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,018 $350K 0.05% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,049 $350K 0.06% +90 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,011 $350K 0.04% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,007 $349K 0.02% -94 13F-HR Timeline