LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 13,871 $985K 0.86% -189 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,862 $984K 0.09% +1,902 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,834 $982K 0.26% +1,830 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,680 $971K 0.04% -180 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,632 $968K 0.87% +2,688 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,600 $965K 0.41% +4,650 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,585 $964K 0.05% -33,324 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,453 $955K 0.22% +1,682 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 13,451 $955K 0.06% +274 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,366 $949K 0.1% +85 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,327 $946K 0.02% -307 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,320 $946K 0.04% -987 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 13,275 $942K 1.46% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 13,214 $933K 0.01% -1,953 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,083 $929K 0.01% -486 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,057 $927K 0.07% -49,547 13F-HR Timeline Group ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 13,030 $925K 0.01% -81,395 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,997 $923K 0.14% -11 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,863 $913K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,842 $912K 0.03% +1,221 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 12,828 $911K 0.35% +2,934 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,810 $909K 0.56% -6,750 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,792 $908K 0.01% +148 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,752 $905K 0.11% +286 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,748 $905K 0.05% +928 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,660 $904K 0.07% +2,249 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,636 $897K 0.37% -242 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,560 $892K 0.1% -101 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,548 $891K 0.07% -27,824 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 12,500 $887K 0.02% 0 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,986 $887K 0.37% +1,540 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,358 $877K 0.02% +236 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,331 $875K 0.03% +1,020 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,259 $870K 0.22% -605 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,176 $864K 0.05% +1,712 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,124 $861K 0.19% +5,814 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,113 $860K 0.09% +1,530 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,110 $860K 0.07% +10 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,102 $859K 0.82% +226 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,049 $855K 0.03% -2,973 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 12,000 $852K 0.32% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,998 $852K 0.07% +1,189 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,975 $850K 0.23% -48 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,942 $848K 0.01% -131 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 11,909 $845K 0.39% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,859 $842K 0.1% +4,547 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,852 $841K 0.34% -425 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,841 $841K 0.36% -13,714 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,898 $836K 0.12% -3,178 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 11,735 $833K 0.03% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 11,733 $833K 0.04% -219 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,603 $824K 0.09% +947 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,519 $818K 0.1% +89 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,507 $817K 0.07% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,498 $816K 0.03% -999 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 11,501 $816K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,457 $813K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,453 $813K 0.08% +1,610 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 11,444 $812K 0.68% -202,178 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 11,412 $810K 0.34% +3,220 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,347 $805K 0.07% +107 13F-HR/A Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 11,340 $805K <0.01% -729 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,314 $803K 0.05% +3,126 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,253 $799K 0.28% -802 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,226 $797K 0.03% +605 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,205 $795K 0.08% -227 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,202 $795K 0.19% +535 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,173 $793K 0.32% +1,396 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,112 $789K 0.16% -744 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,066 $786K 0.06% -507 13F-HR/A Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,010 $782K 0.13% -45,440 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,945 $777K 0.31% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,929 $776K 0.06% -1,816 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,862 $772K 1.11% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,818 $768K 0.01% +1,345 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,778 $765K 0.03% +7,851 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 10,764 $764K 0.35% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,761 $764K 0.05% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 10,678 $758K 0.14% +74 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,652 $756K 0.12% -2,932 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 10,625 $755K 0.64% -2,265 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,613 $753K 0.11% -4,024 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,559 $750K 0.06% -115 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,521 $747K 0.19% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,513 $746K 0.03% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,498 $745K 0.1% +685 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,467 $743K 0.06% -574 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,443 $741K 0.06% +1,984 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,440 $741K 0.05% +1,144 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 10,400 $738K 1.09% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,319 $733K 0.14% +2,737 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 10,315 $732K <0.01% new 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,289 $730K 0.36% +268 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,289 $730K 0.16% -57 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 10,270 $729K 0.84% -21,443 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,236 $727K 0.16% +1,000 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,161 $721K 0.11% -176 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,151 $721K 0.03% +7,221 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,147 $720K 0.11% +23 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 10,145 $720K 0.13% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 10,134 $719K 0.09% -823 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,131 $719K 0.14% +500 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,122 $719K 0.18% -761 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 10,044 $713K 0.05% +38 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 10,023 $712K 0.7% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 10,018 $711K 0.26% -557 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,010 $711K 0.06% -3,550 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 10,000 $710K 0.02% +2,800 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 10,000 $710K 0.17% new 13F-HR/A Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 10,000 $710K 0.14% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,209 $709K 0.04% -323 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,984 $709K 0.05% +2,579 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 9,979 $708K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,968 $708K <0.01% +70 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,956 $707K 0.27% +242 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,928 $705K 0.05% -5,200 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,918 $704K 0.01% +1,692 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,912 $704K 0.11% -312 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,865 $700K 0.05% +4,787 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,865 $700K 0.07% +446 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,792 $695K 0.26% +557 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,711 $689K 0.23% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 9,691 $688K 0.01% +1,744 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,681 $687K 0.16% +181 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 9,680 $687K 0.88% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,673 $687K 0.05% +839 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 9,628 $683K 0.24% +2,740 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 9,579 $680K 0.06% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,571 $679K 0.03% +6 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 9,551 $678K 0.2% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,546 $678K 0.08% +3,427 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 9,546 $678K 0.15% -2,038 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,544 $674K 0.04% +5,119 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 9,488 $674K 0.36% +1,925 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 9,485 $673K 0.09% +66 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,458 $671K 0.37% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,417 $669K 0.09% +661 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 9,369 $665K 0.56% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,364 $665K 0.28% +3,100 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,308 $661K 0.04% +270 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,311 $661K 0.14% -1,245 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,297 $660K 0.07% -164 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,280 $659K 0.16% -500 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,260 $657K 0.12% +227 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 9,210 $654K 0.03% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 9,195 $653K 0.1% +547 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,189 $652K 0.06% new 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 9,170 $651K 0.02% +8,238 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,160 $650K 0.12% -237 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 9,133 $648K 0.03% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 9,025 $641K 0.09% -360 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,024 $641K 0.2% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 10,122 $640K 0.28% +7,295 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,006 $639K 0.02% +601 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 9,002 $639K 0.37% +310 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,893 $631K 0.1% +732 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,787 $624K 0.03% +3,429 13F-HR Timeline Group STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 8,782 $623K 0.51% +219 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,736 $620K 0.52% -3,364 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 8,717 $619K 0.43% -526 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,731 $615K 0.2% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,654 $614K 0.06% -474 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,653 $614K 0.06% -814 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,640 $613K 0.01% -1,007 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,624 $612K 0.7% -13 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,615 $612K 0.31% +1 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,607 $611K 0.13% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,571 $608K 0.05% +1,396 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,557 $607K 0.04% -2,794 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,532 $606K 0.06% +3,930 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,500 $603K 0.03% +385 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,491 $603K 0.03% -7,915 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,482 $602K 0.24% -146 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,788 $601K 0.06% -1,144 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 8,470 $601K 0.49% -300 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,383 $595K 0.08% -175 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,358 $593K 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,351 $593K 0.03% -87 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 8,336 $592K 0.59% +4,201 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 8,326 $591K 0.49% +753 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,335 $591K 0.26% -620 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,310 $590K 0.39% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,307 $590K 0.02% -3,031 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,275 $587K 0.38% +189 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,241 $585K 0.07% +1,098 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 8,235 $585K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,204 $582K 0.08% +950 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8,197 $582K 0.32% -935 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,158 $579K 0.25% +133 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,136 $578K 0.27% +4,904 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 8,136 $578K 0.65% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,130 $577K 0.28% -1,099 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 8,141 $577K 0.15% -194 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,098 $575K 0.16% -92 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 8,070 $573K 0.45% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,068 $573K 0.09% -9,534 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 8,066 $573K 0.28% -781 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,048 $571K 0.37% +548 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 8,036 $570K 0.15% -1,210 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,027 $570K 0.02% -2,953 13F-HR Timeline Group