BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,641 $452K 0.04% +7 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,630 $449K 0.02% +347 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,626 $448K 0.16% -5 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,626 $448K 0.1% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,620 $447K <0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,620 $447K 0.06% +142 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,618 $446K 0.05% -273 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,616 $445K 0.04% +102 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,610 $444K <0.01% +1,360 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,610 $444K 0.02% +291 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,608 $443K 0.01% -137 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,603 $442K 0.03% +131 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,602 $442K 0.01% +240 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,594 $439K <0.01% +633 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,592 $439K 0.03% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $436K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,574 $434K 0.04% +299 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,566 $432K <0.01% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,563 $431K 0.11% -15 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,559 $430K 0.14% -50 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,559 $430K 0.13% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,552 $428K 0.01% +204 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,552 $428K 0.01% -454 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $427K 0.04% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,541 $425K 0.07% +3 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,540 $425K 0.08% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,538 $424K 0.02% +85 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,536 $423K 0.1% new 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,535 $423K 0.14% -228 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,531 $422K 0.12% -110 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $420K 0.04% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $420K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 1,516 $418K 0.04% -1,529 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,505 $415K 0.01% -234 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,505 $415K 0.01% +673 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,501 $414K 0.01% -10 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,500 $414K 0.14% +200 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,496 $412K 0.37% +188 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,495 $412K 0.02% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,493 $412K <0.01% +24 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,491 $411K 0.07% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,350 $410K 0.25% -3,688 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,483 $409K 0.05% +37 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,479 $408K 0.12% -1,243 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,474 $406K 0.2% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,474 $406K 0.13% +625 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,464 $404K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,312 $400K 0.01% -460 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,449 $399K 0.05% -8 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,440 $397K 0.01% +436 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,439 $397K 0.03% -968 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,416 $390K 0.02% +109 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,415 $390K 0.01% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,413 $390K 0.09% +518 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,412 $389K 0.09% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,411 $389K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,400 $386K 0.04% -88 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,393 $384K 0.04% +438 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,393 $384K 0.29% new 13F-HR/A Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,392 $384K 0.12% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,389 $383K 0.03% -128 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,385 $382K <0.01% -70 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,385 $382K 0.01% -15 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,383 $381K 0.02% -1,887 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,348 $380K 0.05% +380 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,377 $380K 0.17% -15 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,377 $380K 0.02% -17 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,377 $380K 0.17% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,375 $379K 0.14% -98 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,364 $376K 0.04% +1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,363 $376K 0.06% +388 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,360 $375K 0.1% +51 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,358 $374K 0.05% 0 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,357 $374K 0.03% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,342 $370K 0.01% +17 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,290 $370K 0.01% +62 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,341 $370K 0.08% -1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,331 $367K 0.01% -8 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,328 $367K 0.06% +216 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,231 $366K 0.04% -130 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,328 $366K 0.03% +534 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,313 $362K 0.22% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,307 $360K 0.03% -24 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,306 $360K 0.06% +46 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,298 $358K 0.05% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,297 $358K 0.02% -8 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,292 $356K 0.04% -83 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,286 $355K 0.22% +6 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,276 $352K 0.02% -66 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 1,275 $351K 0.25% -250 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,273 $351K 0.02% +280 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,270 $350K 0.08% 0 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,254 $346K 0.34% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,252 $345K <0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,275 $345K 0.01% -37 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,250 $345K 0.08% +339 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,248 $344K 0.13% -64 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,248 $344K 0.07% +4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,245 $343K 0.11% +600 13F-HR Timeline Group Sava Infond d.o.o. 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More: the full row for Blue Trust, Inc. 1,222 $337K <0.01% -288 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,218 $336K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,217 $336K 0.03% -584 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,214 $335K 0.01% +222 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,212 $334K 0.01% -107 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,212 $334K 0.03% +90 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,212 $334K 0.03% +120 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,210 $334K 0.05% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,206 $332K 0.24% -50 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,204 $332K 0.07% -210 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,203 $332K 0.04% -1,238 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,202 $331K 0.02% +244 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 1,200 $331K 0.04% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,200 $331K 0.19% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,187 $330K 0.21% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,196 $330K 0.02% +27 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,196 $330K 0.06% -18 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,196 $330K 0.09% +70 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. 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More: the full row for RFG Holdings, Inc. 1,178 $325K 0.07% +12 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,176 $324K 0.02% +6 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,178 $324K 0.01% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,174 $324K 0.01% -263 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,172 $323K 0.01% -35 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,167 $322K <0.01% -185 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,153 $318K 0.03% -439 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,147 $316K 0.11% +73 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,146 $316K 0.01% +371 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,145 $316K 0.1% -35 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,145 $316K 0.04% +358 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,143 $315K 0.03% -89 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,426 $314K 0.01% -804 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,124 $310K <0.01% -69,342 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,123 $310K 0.01% +134 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,122 $309K 0.04% -139 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,121 $309K 0.04% -39 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,110 $306K 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,105 $305K 0.03% -1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,104 $304K 0.02% +353 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,103 $304K 0.04% -22 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,100 $303K 0.02% -3,204 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,097 $302K 0.17% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,089 $300K 0.02% -274 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,087 $300K 0.06% -6 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,087 $300K 0.01% -9,379 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,083 $299K 0.02% +3 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,081 $298K 0.14% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,078 $297K 0.16% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,076 $297K 0.14% new 13F-HR/A Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,071 $295K 0.16% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,034 $294K 0.04% +3 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,065 $294K 0.02% 0 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,057 $291K 0.13% -109 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,050 $289K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,044 $288K 0.07% 0 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,027 $285K <0.01% +144 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,030 $284K 0.02% -31 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,026 $283K 0.02% +33 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,023 $282K 0.07% +29 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,022 $282K 0.05% +25 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,014 $280K 0.01% +218 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,013 $279K 0.02% +28 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,008 $278K 0.02% +24 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,006 $277K 0.04% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,007 $277K 0.08% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,004 $277K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,002 $276K 0.02% +1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,000 $276K 0.02% -175 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 998 $275K 0.02% -14 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 997 $275K 0.01% +26 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 997 $275K 0.02% -160 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 995 $274K 0.06% -5 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 993 $274K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 988 $272K 0.02% -834 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 987 $272K 0.03% -16 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 985 $272K 0.15% -48 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 982 $271K 0.56% -18 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 981 $270K 0.02% -2 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 979 $270K 0.04% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 979 $270K 0.03% +72 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 976 $269K 0.07% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 973 $268K 0.03% -57 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 972 $268K 0.06% +84 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 968 $267K 0.36% +12 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,012 $266K <0.01% -676,001 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 957 $264K 0.04% -30 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 951 $262K 0.01% +282 13F-HR Timeline