RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,874 $578K 0.01% +3,546 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,828 $574K 0.14% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,814 $574K 0.02% -694 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,793 $572K 0.03% -200 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,700 $565K 0.22% -225 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 9,126 $564K 0.37% -23,161 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,688 $564K 0.03% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,646 $561K 0.03% -38 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,631 $560K 0.05% -150 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $558K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,564 $555K 0.02% +177 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,503 $550K 0.24% +195 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 7,490 $549K <0.01% -11,385 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,478 $548K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,443 $546K 0.02% +560 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 7,432 $545K 0.01% +727 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,432 $545K 0.07% -612 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,399 $543K 0.04% +259 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,391 $542K 0.04% -299 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,340 $538K 0.11% +2,118 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,300 $535K 0.04% -100 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,300 $535K 0.03% +1,780 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,294 $535K 0.36% -85 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,285 $534K 0.02% -246 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,285 $534K 0.01% -291 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,272 $534K 0.07% -177 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 7,231 $530K 0.13% -50 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,164 $525K 0.05% -247 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,117 $522K 0.08% -205 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 7,089 $521K 0.05% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 7,045 $517K 0.46% +27 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,032 $516K 0.02% -1,439 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,004 $514K 0.03% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,001 $513K 0.06% -1,513 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,985 $512K 0.02% +443 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 6,983 $512K 0.02% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,979 $512K 0.35% -184 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,979 $512K 0.01% +461 13F-HR Timeline Group Delaney Dennis R More: the full row for Delaney Dennis R 6,975 $512K 0.16% -23,080 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,924 $508K 0.05% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,901 $506K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,889 $505K <0.01% -770 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,860 $503K 0.03% +392 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,848 $502K 0.04% -164 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,798 $499K 0.1% +485 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,783 $498K 0.03% -150 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,878 $496K 0.03% -456 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,750 $495K 0.07% +15 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,706 $492K 0.02% +48 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 6,700 $491K 0.1% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,655 $488K 0.15% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,634 $487K 0.2% -9 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,599 $484K 0.07% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $483K 0.26% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,534 $479K 0.01% +62 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,502 $477K 0.01% -2,931 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 6,499 $477K 0.02% -32 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,485 $476K 0.05% -75 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,459 $474K 0.01% -156 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 7,481 $471K 0.31% -11 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,399 $469K 0.03% +1,213 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,295 $462K 0.04% +33 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,280 $461K 0.02% -18 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,260 $459K 0.02% +285 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,252 $458K <0.01% +672 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,244 $458K 0.22% -35 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,236 $457K 0.03% -20 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,236 $457K <0.01% +131 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,233 $457K 0.02% -31 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,195 $454K 0.01% -154 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,190 $454K 0.26% -261 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,185 $454K 0.06% -340 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,175 $453K 0 Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,173 $453K 0.04% -72 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,161 $452K 0.2% -952 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,161 $452K 0.03% +110 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,155 $451K 0.03% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,154 $451K 0.04% +1,222 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,153 $451K 0.01% -78,036 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 6,128 $449K 0.02% +1,622 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,121 $449K 0.11% +99 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,118 $449K 0.01% +750 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,114 $448K 0.02% +290 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6,094 $447K 0.08% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,094 $447K 0.06% +161 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,083 $446K 0.04% +363 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,061 $445K 0.1% +320 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,026 $442K 0.05% -4,156 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $442K 0.12% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,004 $440K 0.02% -236 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $440K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,000 $440K <0.01% -282 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,998 $440K <0.01% +614 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 5,988 $439K 0.13% -59 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,987 $439K 0.04% -904 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,984 $439K 0.01% +1,026 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,982 $439K 0.01% -59 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,980 $439K 0.07% -150 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,977 $438K 0.05% +206 13F-HR/A Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,974 $438K 0.19% -120 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,965 $438K 0.02% +475 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,964 $437K 0.02% -3,600 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,018 $436K 0.04% -6,106 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,928 $435K <0.01% -297 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,925 $435K 0.03% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $433K 0.14% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,881 $431K 0.01% +1 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,868 $430K 0.2% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,859 $430K 0.04% -95 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $428K 0.04% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,817 $427K 0.22% +1,710 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,806 $426K 0.01% -125 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,805 $426K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,802 $426K 0.05% -51,233 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,801 $426K 0.01% +158 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,800 $425K 0.01% +1,059 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,751 $422K 0.02% -9 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,749 $422K 0.01% -177 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,745 $421K 0.01% -140 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 5,741 $421K 0.07% +50 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,696 $418K 0.15% -150 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 5,692 $418K 0.32% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,680 $417K 0.11% -6,350 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,673 $416K 0.01% +133 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 5,660 $415K 0.01% -1,000 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,645 $414K 0.01% -383 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,643 $414K 0.02% -1,310 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,637 $413K 0.04% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,629 $413K 0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,618 $412K 0.05% +1,378 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,608 $411K 0.02% -4,284 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $410K 0.18% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,577 $409K 0.25% -772 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,568 $408K 0.12% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,562 $408K 0.03% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,553 $407K 0.03% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,542 $407K 0.04% +217 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,541 $406K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,516 $405K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,472 $401K 0.03% -19 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,472 $401K 0.19% -7,112 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,455 $400K 0.01% -1,331 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,434 $399K 0.02% -200 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,437 $399K 0.12% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,423 $398K <0.01% -236 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,401 $396K 0.02% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,388 $395K 0.23% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,384 $395K 0.02% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,382 $395K 0.08% -39 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,377 $394K 0.16% 0 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,374 $394K 0.06% +101 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,357 $393K 0.05% -1,253 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,355 $393K 0.09% -205 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,339 $392K 0.01% +63 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,336 $391K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,325 $391K 0.01% 0 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,316 $390K 0.02% -5 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,297 $389K 0.01% +41 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,286 $388K 0.08% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,283 $388K 0.08% +30 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,272 $387K 0.02% +1 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,255 $385K <0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,254 $385K 0.07% +188 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,250 $385K 0.01% +1,230 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,208 $382K 0.23% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,262 $379K 0.08% +17 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $379K 0.23% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,156 $378K 0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,154 $378K 0.02% +644 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,147 $378K 0.02% -12,818 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,127 $376K 0.02% +139 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,123 $376K <0.01% -2,344 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,111 $375K 0.01% -317 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,106 $375K 0.01% -150 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,092 $373K 0.22% -1,572 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,091 $373K 0.02% +1,017 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,086 $373K 0.07% +700 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,082 $373K 0.01% +1 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $372K 0.12% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,062 $371K 0.04% +1,456 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,059 $371K 0.27% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,054 $371K 0.02% +50 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,054 $371K 0.04% -22,509 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $369K 0.1% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,008 $367K 0.09% -352 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $367K 0.07% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,000 $367K <0.01% -10 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,999 $367K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,987 $366K 0.01% -5,288 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,975 $365K 0.03% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,960 $364K 0.02% +63 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,932 $362K <0.01% -638 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,930 $362K 0.05% +93 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,916 $361K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,898 $359K 0.01% -572 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,871 $357K 0.17% +5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,864 $357K 0.02% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,844 $355K 0.27% new 13F-HR/A Timeline D'Orazio & Associates, Inc. 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