WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,906 $540K 0.02% +45 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 7,903 $539K 0.02% -1,747 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 7,901 $539K 0.21% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,893 $539K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,098 $539K 0.01% +492 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,874 $537K 0.01% -668 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,839 $535K 0.01% -343 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,751 $529K 0.19% +272 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,707 $526K 0.04% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,703 $526K 0.01% -544 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,702 $526K 0.01% +96 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,691 $525K 0.09% -1,092 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,676 $524K 0.05% -271 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,506 $512K 0.03% -554 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,472 $510K 0.1% -24 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,458 $509K 0.09% -576 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,454 $509K 0.01% -4,609 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,396 $505K 0.43% -41 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,388 $504K 0.01% +938 13F-HR/A Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,349 $502K 0.07% -165 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,330 $500K 0.04% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,303 $499K 0.06% -87 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,386 $498K <0.01% -953 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 7,299 $498K 0.65% -4,000 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,290 $498K <0.01% -281 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $497K 0.14% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,240 $494K 0.03% -1,002 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 7,223 $493K 0.14% -1,793 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,193 $493K 0.11% -10 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,198 $491K 0.04% +2,770 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,184 $490K 0.02% +312 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,170 $489K 0.01% +1,904 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,161 $489K 0.19% +1,762 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,123 $486K 0.01% +81 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,094 $484K 0.02% -104 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,089 $484K 0.04% +155 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,386 $482K 0.01% 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,034 $480K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,020 $479K 0.04% +1,031 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,010 $478K 0.06% +1 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 7,000 $478K 0.01% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,996 $478K 0.1% -38 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,847 $478K 0.12% +474 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,904 $471K 0.09% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,808 $465K 0.14% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,801 $464K 0.09% -30 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,781 $463K 0.03% -1,699 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,771 $462K 0.26% +98 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,765 $462K 0.35% -800 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,729 $461K 0.02% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,748 $461K 0.42% +7 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,740 $460K 0.02% +2 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,714 $458K 0.27% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,696 $457K 0.03% -248 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 6,690 $457K 0.02% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,684 $456K 0.12% new 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $455K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,657 $454K <0.01% +83 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,625 $452K 0.06% -40 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,610 $451K 0.04% -527 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,571 $450K 0.02% -10,455 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $449K 0.27% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 6,531 $446K 0.18% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,500 $444K 0.02% 0 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 6,500 $444K 0.07% -13,900 13F-HR Timeline Group 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 6,481 $442K 0.02% +50 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,479 $442K 0.03% +956 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,475 $442K 0.03% +3 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,280 $440K 0.02% -31 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 6,447 $440K 0.31% +150 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,421 $438K 0.35% -2,381 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,418 $438K 0.01% +647 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,385 $437K 0.04% +485 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $433K 0.37% -260 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,346 $433K 0.09% -415 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,314 $431K 0.03% -587 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,285 $429K 0.19% +12 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6,282 $429K 0.02% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,278 $429K 0.01% +1,436 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,261 $427K 0.14% +873 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $427K 0.04% -900 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,254 $427K 0.2% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,148 $420K 0.24% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,142 $419K 0.04% +604 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,096 $416K 0.18% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 6,100 $416K <0.01% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,083 $415K 0.04% -92 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,045 $414K 0.01% -10 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 6,060 $414K 0.12% +225 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,034 $412K 0.14% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,034 $412K 0.22% +1 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,030 $412K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,021 $411K 0.05% -99 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,991 $410K 0.13% +41 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,004 $410K 0.1% -300 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,002 $410K 0.03% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $410K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $410K 0.06% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $410K 0.1% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,988 $409K 0.01% +209 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,927 $406K 0.02% +895 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,943 $406K 0.02% -40 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,931 $405K 0.02% +725 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,931 $405K 0.11% +12 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,887 $403K 0.01% +147 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,852 $401K 0.02% +316 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $399K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,813 $397K 0.01% -186 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 5,810 $397K 0.01% +3 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,804 $396K 0.28% +13 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,765 $394K 0.03% +35 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,752 $393K 0.03% -250 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,747 $392K 0.1% -453 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,727 $391K 0.25% -418 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,722 $391K 0.04% -23 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,687 $388K 0.01% +236 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,635 $385K 0.01% +288 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,502 $383K 0.01% +71 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,609 $383K 0.08% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,595 $382K 0.06% +315 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $382K 0.18% -10 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,568 $381K 0.03% -4,615 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,580 $381K 0.1% +74 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,579 $381K 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,528 $379K 0.01% -5 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,534 $378K 0.14% +2 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,500 $375K 0.08% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,457 $372K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,456 $372K 0.04% +1,430 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,447 $372K 0.02% +301 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,440 $371K 0.08% +5 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,436 $371K <0.01% +2,757 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,411 $369K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,401 $369K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,390 $368K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,386 $368K 0.03% -23 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,384 $368K <0.01% +20 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,375 $367K 0.03% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,370 $367K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,365 $366K 0.02% -163 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,356 $366K 0.01% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,347 $365K 0.02% -12 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,339 $364K 0.1% -2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,208 $363K 0.01% -276 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,303 $362K 0.03% -1 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,271 $360K 0.02% -67 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,247 $358K 0.17% +8 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 5,211 $356K 0.09% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,193 $354K 0.13% -36 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,190 $354K 0.04% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,181 $354K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,169 $353K 0.04% -221 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $353K 0.26% -154 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,163 $352K 0.08% -6 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,160 $352K 0.01% -235 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,129 $350K 0.33% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,106 $349K 0.11% -548 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,105 $348K <0.01% -2,447 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,087 $347K 0.16% -74 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,086 $347K 0.08% -165 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $346K 0.16% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,064 $346K 0.01% 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,052 $345K 0.01% -1,748 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,050 $345K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,038 $344K 0.02% -89 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,037 $344K 0.07% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,034 $344K 0.01% +899 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 5,032 $343K 0.12% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,031 $343K 0.17% -11 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $343K 0.13% +27 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,017 $342K 0.02% -355 13F-HR/A Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 5,000 $341K 0.94% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,000 $341K 0.01% 0 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 5,000 $341K 0.36% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $341K 0.09% +500 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,973 $341K 0.02% -400 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,990 $341K 0.02% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,963 $339K 0.04% +1,697 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,949 $338K 0.03% -300 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,929 $336K 0.11% +172 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,901 $335K 0.01% -295 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,895 $334K 0.08% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,879 $333K 0.07% +663 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,853 $331K 0.01% +561 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,850 $331K 0.03% -200 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,827 $330K 0.09% +2 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,797 $327K 0.22% -179 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,796 $327K 0.02% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,793 $327K 0.06% +555 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,774 $326K 0.01% +876 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,742 $324K 0.1% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,692 $320K 0.24% 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,680 $319K 0.08% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,667 $319K 0.04% -50 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,652 $318K 0.01% +425 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 4,645 $317K 0.04% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,631 $316K 0.05% -409 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,617 $315K <0.01% -8 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4,577 $313K 0.06% -273 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,585 $313K 0.02% -272 13F-HR Timeline