Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 91,350 $9.42M 0.78% +75,000 13F-HR Timeline CX Institutional More: the full row for CX Institutional 79,411 $8.19M 0.22% -577 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 56,725 $5.85M 0.4% +2,260 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 39,332 $4.05M 1.15% +35,302 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 36,771 $3.79M 1.52% new 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 30,761 $3.27M 0.82% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,615 $2.02M 0.01% +1,470 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 14,387 $1.48M 1.25% -1,517 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,114 $1.35M 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,254 $1.16M 0.03% -1,525 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,875 $1.12M 0.13% -29 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 46,921 $1.01M 0.18% +38,722 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 9,500 $979K 0.63% +1,500 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,391 $865K 0.34% +1 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,027 $828K 0.36% +284 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,774 $719K 0.02% +2,874 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,858 $707K 0.05% +225 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,791 $700K 0.16% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,348 $448K 0.09% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,945 $419K 0.02% +5 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,629 $374K 0.01% +606 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,255 $336K 0.24% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,211 $331K 0.01% +51 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,000 $309K 0.06% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2,985 $308K 0.2% -34 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,889 $298K 0.18% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,650 $282K <0.01% +40 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,993 $216K 0.04% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,090 $215K 0.19% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,034 $210K 0.01% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,950 $201K 0.14% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,802 $186K 0.1% -2,521 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,286 $133K 0.09% +182 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,100 $113K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,000 $103K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 925 $95.4K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 652 $67.2K <0.01% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 625 $65K 0.03% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 542 $55.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 516 $53.2K <0.01% +489 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 495 $51K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 200 $20.6K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 92 $9.48K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $8.14K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $5.19K <0.01% 0 13F-HR Timeline