TSFG, LLC More: the full row for TSFG, LLC 3,515 $104K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,456 $102K 0.01% +1,968 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,350 $99K -280 Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,303 $97.6K 0.01% -1,695 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,274 $96.8K 0.03% +2,238 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,228 $95.4K <0.01% -1,050 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,182 $94.1K 0.01% +1,000 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,156 $93.3K <0.01% -782 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,066 $90.6K 0.01% +425 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,034 $89.7K 0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,029 $89.5K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,010 $89K 0.07% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,000 $88.7K 0.06% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,931 $86.6K 0.06% +36 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,911 $86K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $86K <0.01% 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,891 $85.5K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,881 $85.2K 0.04% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,805 $82.9K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,786 $82.4K 0.06% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,780 $82.2K 0.01% -62 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,757 $81K 0.02% +9 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,739 $81K <0.01% +200 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,692 $79.6K 0.03% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,682 $79.3K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,654 $78.5K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,633 $77.8K 0.01% +43 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,600 $76.9K 0.02% -300 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,548 $75.3K <0.01% -300 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,534 $74.9K 0.07% -499 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,520 $74.5K 0.01% +33 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,498 $73.9K 0.02% +10 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,450 $72.4K <0.01% 0 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,429 $71.8K <0.01% -37 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,350 $69.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,298 $67.9K 0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,297 $67.9K 0.02% +128 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,266 $67K 0.04% +37 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,260 $66.8K 0.01% -500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,221 $65.7K 0.01% +646 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,220 $65.6K 0.06% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,157 $63.8K 0.01% -7,366 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,847 $63K 0.02% -49 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,120 $62.7K 0.05% +1,700 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,111 $62.4K 0.01% -214 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,103 $62K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,067 $61K <0.01% -506 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,034 $60.1K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $59.1K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,985 $59K 0.03% -1,150 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,978 $58.5K 0.01% +167 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,960 $57.9K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,974 $57K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,898 $56.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,887 $55.8K 0.04% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,850 $54.7K 0.03% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,826 $54K 0.02% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,818 $53.7K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,795 $53.1K 0.02% +30 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,730 $51.1K 0.04% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,704 $49.6K 0.04% -146 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,648 $48.7K 0.02% -512 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,626 $48.1K 0.05% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,604 $47.4K 0.02% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,594 $47.1K 0.02% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,534 $45.3K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,530 $45.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $44.3K <0.01% -200 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,500 $44.3K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,493 $44.1K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,477 $43.7K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,475 $43K 0.02% +435 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,350 $39.9K 0.03% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,340 $39.6K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,340 $39.6K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,315 $38.9K <0.01% -26 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,302 $38.5K 0.01% -110 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,286 $38K 0.04% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,282 $37.9K <0.01% +836 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,277 $37.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,269 $37.5K 0.02% +21 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,253 $37K 0.02% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,240 $36.7K 0.01% -40 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,227 $36.3K <0.01% -24 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,200 $35.5K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,165 $34.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,136 $33.6K <0.01% -15 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,132 $33.5K 0.02% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,126 $33.3K 0.01% +223 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,120 $33.1K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,104 $33K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,095 $32.4K 0.02% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,073 $31.7K <0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,070 $31.6K 0.02% -321 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 1,058 $31.3K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,058 $31.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,057 $31.2K <0.01% +1,000 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,056 $31.2K 0.01% +92 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,053 $31.1K 0.02% -507 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,073 $31K 0.01% -500 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,025 $30.3K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,020 $30.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,012 $29.9K 0.03% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,004 $29.7K <0.01% -92 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $29.6K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,000 $29.6K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,000 $29.6K <0.01% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 971 $28.7K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 937 $27.7K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 937 $27.7K 0.01% -45,630 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 928 $27.4K 0.02% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 860 $27K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 877 $25.9K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 873 $25.8K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 865 $25.6K <0.01% +100 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 834 $24.7K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 823 $24.3K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 820 $24.2K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 819 $24.2K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 819 $24.2K 0.02% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 800 $23.6K 0.01% +13 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 784 $23.2K <0.01% -1,045 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 779 $23K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 788 $23K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 776 $22.9K <0.01% -421 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 720 $21.3K <0.01% -100 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 704 $20.6K 0.02% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 688 $20.3K <0.01% -489 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 685 $20.2K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 650 $20.2K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 680 $20.1K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 674 $19.9K <0.01% -484 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 655 $19.4K <0.01% 0 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 630 $18.6K 0.01% -139 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 628 $18.6K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 600 $17.7K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 600 $17.7K 0.01% -23,318 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 594 $17.6K <0.01% 0 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 590 $17.4K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 588 $17.4K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 578 $17.1K 0.01% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 575 $17K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 558 $17K <0.01% +5 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 536 $15.8K <0.01% -250 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 510 $15.1K 0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 500 $15K 0.01% -144 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 507 $15K 0.01% -120 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 503 $14.9K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 500 $14.8K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $14.8K 0.01% -330 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $14.8K <0.01% -150 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 500 $14.8K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 500 $14.8K <0.01% -238 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 493 $14.6K <0.01% -2,040 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 483 $14.3K 0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 475 $14K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 447 $13.2K <0.01% +63 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 425 $13K <0.01% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 437 $12.9K 0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 430 $12.7K 0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 428 $12.7K 0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 407 $12K 0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 401 $11.9K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 400 $11.8K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 398 $11.8K <0.01% -223 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 398 $11.8K 0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 390 $11.5K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 383 $11.3K 0.01% -2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 385 $11K <0.01% -1,156 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 372 $11K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 370 $11K <0.01% -61 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 343 $10.1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 343 $10.1K <0.01% +6 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 338 $10K <0.01% +88 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 332 $9.81K 0.01% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 330 $9.75K 0.01% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 325 $9.61K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 317 $9.38K <0.01% -211 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 316 $9.34K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 310 $9.16K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 308 $9.1K <0.01% -379 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 306 $9.05K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 303 $8.96K <0.01% -216 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 296 $8.75K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 295 $8.72K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 288 $8.52K 0.01% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 277 $8.19K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 274 $8.1K <0.01% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 272 $8.04K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $7.63K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 257 $7.6K <0.01% -1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 250 $7.39K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 247 $7.3K 0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 242 $7.15K <0.01% +28 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 234 $6.92K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 226 $6.68K <0.01% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 226 $6.67K <0.01% -196 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 213 $6.3K 0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 212 $6.27K 0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 205 $6.06K <0.01% new 13F-HR Timeline