TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,827 $618K 0.1% +59 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,825 $618K 0.77% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,788 $615K 0.03% +51 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,769 $614K 0.27% -801 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,711 $609K 0.01% +41 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,700 $608K 0.09% 0 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,693 $608K 0.29% -460 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 7,675 $606K 0.18% -350 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,666 $606K 0.04% -1,288 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 7,619 $603K <0.01% -13,033 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,628 $603K 0.02% -32,395 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,619 $602K 0.02% -1,449 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,593 $600K 0.01% +987 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,580 $599K 0.04% -150 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 7,564 $598K 0.28% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,546 $596K 0.35% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,531 $595K 0.18% -47 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,520 $594K 0.02% -6,431 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,498 $592K 0.06% +60 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,468 $590K 0.03% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,463 $590K 0.07% +28 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,442 $588K 0.01% +1,896 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 7,428 $587K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,427 $587K 0.04% -738 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,421 $586K 0.19% -273 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,419 $586K 0.07% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,393 $584K 0.29% 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,305 $577K 0.06% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,262 $574K <0.01% -3,452 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,236 $572K 0.07% +295 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,209 $570K 0.14% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,175 $567K 0.03% -52 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,160 $566K 0.32% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,147 $565K 0.02% -449 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,128 $563K 0.02% -46 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,080 $559K 0.22% -4 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,075 $559K 0.01% +2,459 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,064 $558K 0.1% -349 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,060 $558K 0.5% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,017 $554K 0.04% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,015 $554K 0.04% +3,622 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,003 $553K 0.01% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 6,997 $553K 0.36% -133 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,992 $553K 0.06% -29 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,992 $553K 0.03% -5,924 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,990 $552K 0.08% +67 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,905 $546K 0.03% -128 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,696 $546K 0.06% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,897 $545K 0.05% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,889 $544K 0.05% -835 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,878 $544K 0.02% 0 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,839 $540K 0.02% -210 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,831 $540K 0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,816 $539K 0.03% +3,475 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,785 $536K 0.01% -5,709 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 6,784 $536K 0.55% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,700 $529K 0.01% +309 13F-HR Timeline Group REIK & CO., LLC More: the full row for REIK & CO., LLC 6,690 $529K 0.15% -520 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,682 $528K 0.29% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 6,621 $523K 0.06% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,619 $523K 0.06% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,618 $523K 0.03% -81 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,771 $522K 0.05% +27 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,555 $518K 0.17% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,477 $518K 0.31% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,492 $513K 0.03% -458 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,478 $512K 0.02% +1,509 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,467 $511K 0.04% -947 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,476 $511K 0.08% +942 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 6,038 $510K 0.13% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 6,400 $506K 0.24% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,399 $506K 0.03% -1,651 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,344 $501K 0.03% -1,364 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,331 $500K 0.03% -160 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,315 $499K 0.06% -492 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,308 $498K 0.14% +1,555 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,288 $497K 0.09% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,284 $497K 0.06% -4 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,280 $496K <0.01% -181 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,280 $496K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,277 $496K 0.2% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,273 $496K 0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,215 $491K 0.16% -2,120 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,210 $491K 0.09% -90 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,163 $487K 0.06% -13 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,136 $485K 0.36% -3,137 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,107 $483K +1,628 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,081 $481K 0.01% +404 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,072 $480K 0.11% -77 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,046 $478K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,004 $474K <0.01% +15 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $474K 0.06% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $474K 0.12% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,000 $474K 0.04% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,996 $474K 0.01% +678 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,967 $472K 0.07% -600 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,965 $471K 0.03% +3,024 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,961 $471K 0.02% -841 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,930 $469K 0.09% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,935 $468K 0.13% -18 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,914 $467K 0.02% +2,678 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,903 $466K 0.18% -180 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,899 $466K 0.15% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,888 $465K 0.01% +31 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,872 $464K 0.02% +192 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,850 $462K 0.11% -2,750 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,846 $462K 0.02% -206 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,841 $462K 0.01% +883 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,825 $460K 0.01% +532 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,803 $459K 0.07% +59 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,775 $456K 0.02% +30 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,764 $456K 0.1% +745 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 5,761 $455K 0.01% -166 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,756 $455K 0.03% -635 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,752 $455K 0.01% -1,205 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 5,750 $454K 0.08% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,725 $452K 0.15% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,715 $452K 0.25% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,691 $450K 0.05% -150 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,621 $449K 0.1% -190 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,629 $445K 0.12% -236 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,616 $444K 0.28% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,607 $443K 0.3% -800 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,600 $443K 0.01% 0 13F-HR/A Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 5,600 $443K 0.29% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,564 $440K 0.14% -693 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,563 $440K 0.05% -209 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,560 $439K 0.3% +99 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,534 $437K 0.04% -3,116 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 5,536 $437K <0.01% +506 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,529 $437K 0.08% +2,227 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,508 $435K 0.04% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,500 $435K 0.13% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,503 $435K 0.02% +231 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,501 $435K 0.19% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,500 $435K 0.19% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,499 $435K 0.09% -3,560 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,490 $434K 0.05% -191 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,483 $433K 0.03% +27 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,481 $433K 0.04% +39 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,475 $433K 1.32% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,452 $431K 0.03% +822 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,426 $429K 0.15% +3,301 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,419 $428K 0.04% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,419 $428K 0.02% +272 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,413 $428K 0.08% +2,542 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,375 $425K 0.16% +32 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,354 $423K 0.02% +1,821 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,353 $423K 0.12% +438 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,334 $421K 0.18% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,038 $419K 0.04% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,282 $417K 0.48% +1,339 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 5,283 $417K 0.31% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,256 $415K 0.02% +441 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,256 $415K 0.03% +307 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 5,250 $415K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,221 $413K 0.01% +3,577 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5,215 $412K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,176 $409K 0.02% -463 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,781 $409K 0.09% +72 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,144 $406K 0.08% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,132 $406K 0.02% +99 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,120 $405K 0.05% -465 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,096 $403K 0.02% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,069 $401K 0.02% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,065 $400K 0.03% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 5,061 $400K 0.01% -229 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,049 $399K 0.06% +17 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,048 $398K 0.1% +310 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,028 $397K 0.17% +277 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,027 $397K 0.3% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,026 $397K 0.02% +963 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 5,000 $395K 0.02% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,997 $395K <0.01% +415 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,990 $394K 0.01% +2,411 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,984 $394K 0.18% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,957 $392K 0.01% -1,400 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,956 $392K 0.09% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,083 $391K 0.01% +901 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,945 $391K 0.03% +378 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,936 $390K 0 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,927 $389K 0.01% -128 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,912 $388K 0.09% -1,000 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,916 $388K 0.06% -190 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,893 $387K 0.39% -75 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,862 $384K 0.12% +4 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,843 $383K 0.02% -3 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,835 $382K 0.01% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,817 $381K 0.16% -110 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,805 $380K 0.2% -200 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,800 $379K 0.09% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,800 $379K 0.05% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,800 $379K 0.21% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,770 $377K 0.08% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,758 $376K 0.04% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,722 $373K 0.02% -345 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,713 $372K 0.01% +263 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,705 $372K 0.17% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,683 $370K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,681 $370K 0.01% -225 13F-HR Timeline