Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,720 $240K 0.05% -365 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,716 $240K 0.02% -3,597 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,702 $239K 0.05% +3 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,697 $239K 0.08% -709 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,683 $239K 0.04% -1,179 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,638 $237K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 6,613 $236K 0.23% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,586 $235K 0.01% +11 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,580 $235K 0.14% -147 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,545 $234K 0.04% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,542 $233K 0.15% -6,074 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 6,539 $233K 0.03% +821 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,536 $233K 0.05% -508 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,531 $233K 0.04% -3,796 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,531 $233K 0.04% +47 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,528 $233K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,507 $232K 0.12% -1,511 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,497 $232K 0.05% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,495 $232K 0.04% -767 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,493 $232K 0.02% -2,535 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,455 $230K 0.01% -2,765 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 6,443 $230K 0.1% -47,410 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,442 $230K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,424 $229K 0.04% -392 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,423 $229K 0.03% -398 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 6,405 $229K 0.1% -870 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,349 $229K 0.02% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 6,402 $228K 0.08% 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 6,399 $228K 0.11% -445 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 6,393 $228K 0.22% -419 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,385 $228K 0.13% -85 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,384 $228K 0.19% -16 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 6,380 $228K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,324 $226K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,305 $225K 0.06% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 6,293 $225K 0.08% +750 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,288 $224K 0.1% -38 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 6,274 $224K 0.15% +15 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,260 $223K 0 Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,242 $223K 0.02% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,220 $222K <0.01% +416 13F-HR/A Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 6,219 $222K 0.02% +230 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,206 $221K 0.08% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,186 $221K 0.01% -2,415 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,163 $220K 0.01% -564 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 6,159 $220K 0.17% -509 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,145 $219K 0.03% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,138 $219K 0.04% +573 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,128 $219K 0.01% -5 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,112 $218K 0.06% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,107 $218K 0.05% -156 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 6,100 $218K 0.09% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,098 $218K 0.08% -19,644 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,072 $217K 0.06% -2,867 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,061 $216K 0.12% +25 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,065 $216K 0.1% -27 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,050 $216K 0.03% +622 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,029 $215K 0.04% -3,700 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,997 $214K 0.07% -358 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,057 $214K <0.01% -4,691 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 5,980 $213K 0.02% -166 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,978 $213K 0.03% -298 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,978 $213K 0.12% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 5,970 $213K 0.05% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,969 $213K 0.15% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 5,947 $212K 0.2% +477 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,937 $212K 0.03% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,934 $212K 0.01% +436 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,920 $211K 0.16% -50 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,900 $211K 0.08% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,898 $210K 0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,886 $210K 0.03% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,871 $210K 0.1% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,838 $208K 0.05% +13 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,782 $206K 0.1% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,775 $206K 0.09% -26,324 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 5,774 $206K 0.04% +33 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 5,770 $206K 0.02% -199,900 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 5,728 $206K 0.03% -1,722 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,752 $205K 0.02% -564 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,745 $205K 0.14% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,736 $205K 0.05% -9,840 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,728 $204K 0.02% +86 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,725 $204K 0.13% -73 13F-HR/A Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,713 $204K 0.07% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,712 $204K 0.1% -97,557 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,703 $204K 0.11% -2 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,702 $204K 0.02% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,696 $203K 0.01% +3 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,691 $203K 0.05% -1,711 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,683 $203K 0.12% -278 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,662 $202K 0.05% -782 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,654 $202K 0.16% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,652 $202K 0.12% -251 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,652 $202K 0.05% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,647 $202K 0.06% -245 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 5,644 $201K 0.19% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,638 $201K 0.09% -8,915 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,627 $201K 0.13% +50 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 5,626 $201K 0.06% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,621 $201K 0.15% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,618 $201K 0.02% -1,950 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,540 $198K 0.03% -1,716 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,509 $196K 0.04% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 187,002 $193K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,336 $190K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,276 $188K 0.02% -4,124 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,267 $188K 0.05% -319 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,194 $185K 0.02% -359 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,166 $184K 0.05% +360 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,128 $183K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,044 $180K <0.01% +36 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,946 $177K 0.02% +219 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,850 $173K <0.01% +713 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,772 $170K 0.09% -190 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,724 $169K 0.01% -335 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,700 $168K 0.07% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,667 $167K 0.01% +360 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,658 $166K 0.02% -1,965 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 4,625 $165K 0.04% -535 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,620 $165K 0.07% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,517 $161K 0.06% +817 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,500 $161K 0.08% -36 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 4,352 $155K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,329 $155K 0.02% -10,157 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,288 $153K 0.01% +1,018 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,279 $153K 0.09% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,175 $149K 0.06% +200 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,177 $149K <0.01% -30 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,102 $146K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,038 $144K 0.02% +484 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $143K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,005 $143K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,004 $143K 0.02% -275 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,900 $142K 0.08% +198 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,930 $140K 0.01% -756 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,880 $138K 0.09% +97 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,851 $137K 0.22% -1,658 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,812 $136K 0.05% +12 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,778 $135K 0.03% -599 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,769 $135K 0.02% +139 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,759 $134K 0.05% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,547 $127K 0.06% -138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,488 $124K 0.01% -182 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,454 $123K 0.01% -590 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,428 $122K 0.06% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,401 $121K 0.02% -629 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,386 $121K 0.03% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,208 $115K 0.11% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,208 $114K 0.04% -7,692 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,195 $114K 0.05% -828 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,090 $110K 0.04% +2,268 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,075 $110K <0.01% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,038 $108K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,964 $106K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,947 $105K <0.01% +680 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,942 $105K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,940 $104K 0.04% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,885 $103K 0.01% -50 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,826 $101K 0.07% +2,500 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,825 $101K 0.03% -600 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,855 $101K 0.05% -4,587 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,810 $100K 0.07% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,801 $100K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,739 $99.5K 0.02% +632 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,779 $99.2K <0.01% +1,641 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,773 $99K 0.05% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,244 $98.6K <0.01% +431 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,735 $97.6K 0.03% +2,000 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,722 $97.1K 0.04% +166 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,655 $96.5K 0.02% -1,242 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,665 $95.1K 0.05% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,631 $93.9K 0.05% -2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,590 $92.4K 0.12% -4,395 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,529 $90.3K 0.08% +1,261 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,525 $90.1K 0.01% -4 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,464 $87.9K 0.02% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,463 $87.9K 0.02% -363 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,450 $87.4K 0.05% +157 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 2,445 $87.3K 0.02% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,426 $86.6K <0.01% new 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,404 $86.1K 0.01% +120 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,335 $83.3K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,273 $81.1K 0.01% -55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,478 $80.5K 0.02% -3,840 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,231 $80.1K 0.01% -1,258 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,236 $79.8K 0.02% -3,632 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 2,233 $79.7K 0.02% +14 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,155 $76.9K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,149 $76.7K 0.04% -138 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,122 $75.7K 0.06% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,106 $75.2K 0.03% -245 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,103 $75.1K 0.04% +46 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,101 $75K 0.05% +7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,095 $74.8K 0.03% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,057 $73.4K <0.01% -141 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,045 $73K 0.02% +1,470 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,043 $72.9K 0.03% -1,910 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,984 $70.8K 0.02% +1,460 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,978 $70K 0.02% +128 13F-HR/A Timeline