Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 9,353 $1.08M 0.03% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,334 $1.07M 0.39% +1,593 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,332 $1.07M 0.01% +656 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,313 $1.07M 0.19% +1,159 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,283 $1.07M 0.15% -1,201 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 9,277 $1.07M 0.98% +2,749 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,257 $1.06M 0.23% +6,779 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,235 $1.06M 0.16% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 9,151 $1.05M 0.27% +214 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 9,127 $1.05M 0.15% -4,392 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,116 $1.05M 0.02% -438 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,051 $1.04M 0.04% +4,714 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 9,033 $1.04M 0.29% -2,529 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,990 $1.03M 0.3% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,985 $1.03M 0.13% +916 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 8,958 $1.03M 0.08% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,930 $1.03M 0.32% -1,252 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,900 $1.02M 0.5% +6,550 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for Machina Capital S.A.S. 8,761 $1.01M 0.2% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 8,749 $1.01M 1.22% +8,645 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 8,740 $1.01M 0.56% +3,806 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 8,728 $1M 0.25% +5,783 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,700 $1M 0.08% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,673 $997K 0.04% -1,386 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,653 $995K 0.02% +3,154 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,642 $994K 0.02% +7,106 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $990K 0.59% -8,606 13F-HR Timeline Amount filed as zero, left out of ratios. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,517 $979K 0.08% +1,686 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,440 $971K 0.16% -1,380 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 8,373 $963K 0.02% -575 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 8,300 $954K 0.04% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,282 $952K 0.15% +1,687 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 8,250 $949K 0.09% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,215 $945K 0.62% +139 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,154 $938K 0.05% -747 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 8,135 $935K 0.66% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,120 $934K 0.1% -4,004 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,091 $930K 0.05% +339 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,087 $930K 0.02% -395 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,054 $926K 0.5% +397 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,037 $924K 0.06% +333 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 8,035 $924K 0.03% -304,197 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,024 $923K 0.07% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,002 $920K 0.05% +3,137 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 7,965 $916K 0.04% -219,912 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,950 $914K 0.02% -76 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,907 $909K 0.38% -299 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,901 $909K 0.47% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 7,901 $909K 0.45% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,883 $906K 0.18% -8,187 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,881 $906K 0.63% +1,442 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,849 $902K 0.28% +112 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,648 $900K 0.03% -588 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,815 $899K 0.16% +848 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,814 $899K 0.04% +483 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 7,803 $897K 0.68% 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,787 $895K 0.4% +383 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 7,774 $894K 0.69% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,768 $893K 0.01% +1,002 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,736 $890K 0.15% +44 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,728 $889K 0.1% +171 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 7,689 $884K 0.25% -7 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,687 $881K 0.05% -6,095 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,659 $881K 0.42% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,623 $877K 0.03% -1,339 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,506 $863K 0.53% -213 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,500 $862K 0.47% +500 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,493 $862K 0.36% +246 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,431 $855K 0.22% +5,777 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 7,400 $851K 0.18% -30 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,393 $850K 0.04% -680 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 7,390 $850K 0.65% +56 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,364 $847K 0.12% 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 7,335 $843K 0.03% +423 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,327 $843K 0.27% -194 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,323 $842K 0.3% +800 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,319 $842K 0.04% -510 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,301 $840K 0.25% -759 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 7,300 $839K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,288 $838K 0.07% +1,734 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 7,274 $836K 0.49% -1,585 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,271 $836K 0.75% +2,158 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,225 $831K 0.57% +6 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,178 $825K 0.26% +2,568 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,830 $825K 0.37% +53 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,170 $824K 0.26% +676 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,166 $824K 0.01% -1,375 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,166 $824K 0.1% -2,123 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,116 $818K 0.01% 0 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 7,105 $817K 0.29% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,100 $816K 0.03% -153 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 7,090 $815K 0.07% -74 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,081 $814K 0.03% +1,140 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 7,075 $814K 0.04% -10 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,060 $812K 0.14% +196 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 7,042 $809K 0.04% -1,341 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,010 $806K 0.13% -149 13F-HR Timeline Group Covalent Partners LLC More: the full row for Covalent Partners LLC 7,000 $805K 5.67% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,988 $804K 0.05% -180 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,960 $800K 0.01% -30,878 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,952 $799K 0.18% -907 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,949 $799K 0.15% -47 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,936 $798K 0.1% -373 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,919 $796K 0.07% +295 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,879 $791K 0.05% +1,809 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,875 $791K 0.15% +780 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,870 $790K 0.32% +2,319 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,865 $789K 0.32% +592 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,847 $787K 0.2% +3,115 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,839 $786K 0.1% -441 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,836 $786K 0.06% +177 13F-HR Timeline TOBAM More: the full row for TOBAM 6,828 $785K 0.2% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,820 $784K 0.01% -48 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,800 $782K 0.27% +178 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,791 $781K 0.22% -417 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 6,789 $781K 0.42% +30 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,741 $775K 0.02% +417 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,726 $773K 0.15% -12 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 6,512 $762K 0.09% +56 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,615 $761K 0.17% -39 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,572 $756K 0.04% +3,667 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,557 $754K 0.53% +388 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,552 $753K 0.01% -1,564 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,182 $753K 0.32% +1,249 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,540 $752K 0.22% +3,273 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,527 $751K 0.1% +143 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,525 $750K 0.24% +6 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,510 $749K 0.28% +100 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,487 $746K 0.12% -60 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,475 $745K 0.03% -1,244 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,459 $743K 0.17% +653 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,456 $742K 0.14% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,455 $742K 0.03% -1,228 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,411 $737K 0.08% +29 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,410 $737K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,403 $736K 0.31% +397 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,402 $736K 0.03% -1,600 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,383 $734K 0.07% +704 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,380 $734K 0.25% -88 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,332 $728K 0.06% +2,966 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,326 $727K 0.09% -68 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,298 $724K 0.32% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,898 $724K 0.02% +864 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,287 $723K +3,094 Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,256 $719K 0.16% +80 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,255 $719K 0.04% -2,053 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,234 $717K 0.04% -37 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,223 $716K 0.09% -845 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,211 $714K 0.04% -1,920 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,187 $712K 0.16% -530 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,158 $708K 0.05% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,158 $708K 0.06% 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,147 $707K 0.34% -497 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,119 $704K 0.16% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,103 $702K 0.28% +852 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 6,100 $701K 0.09% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,086 $700K 0.05% -4,230 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,073 $698K 0.36% +4,064 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 6,071 $698K 0.11% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 6,067 $698K 0.71% +54 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,059 $697K 0.43% +79 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,058 $697K 0.11% +45 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 6,039 $694K 0.55% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,029 $693K 0.02% +148 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,020 $692K 0.07% +786 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 6,017 $692K 0.01% -65 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,009 $691K 0.02% -295 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,000 $690K 1.15% -2,000 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,994 $689K 0.06% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,042 $689K 0.24% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,982 $688K 0.08% -499 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,439 $687K 0.29% -549 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,968 $686K 0.04% +219 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,621 $685K 0.13% +115 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,959 $681K 0.12% +200 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,920 $681K 0.02% -13,740 13F-HR/A Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,900 $678K 0.69% +300 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,890 $677K 0.17% +590 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,879 $676K 0.4% +671 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,835 $671K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,819 $669K 0.03% -222 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 6,470 $668K 0.42% +1,856 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,798 $667K 1.1% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,772 $664K 0.01% -1,140 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,767 $663K 0.3% -17 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,750 $661K 0.06% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,717 $657K 0.03% +231 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,692 $655K 0.59% +246 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,682 $653K 0.01% +1,524 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 5,628 $647K 0.35% +801 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,614 $646K 0.14% -511 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,293 $645K 0.19% +117 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,585 $642K 0.23% +12 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,583 $642K 0.01% +1,731 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,578 $641K 0.01% -186 13F-HR Timeline