Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,043 $530K 0.12% +700 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,037 $529K 0.14% -208 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for Carlson Capital, L.P. 4,300 $452K 0.25% -8,800 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,285 $450K 0.04% -2,676 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,287 $450K 0.02% 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,283 $450K 0.03% +85 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,282 $450K 0.14% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,269 $448K 0.05% -987 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,263 $448K 0.01% +17 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,260 $447K 0.06% -2,697 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,236 $445K 0.26% -196 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,223 $444K 0.07% -72 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,217 $443K 0.11% +2,011 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 4,065 $427K 0.03% +440 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,055 $426K 0.08% +508 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,047 $425K 0.05% -42 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,046 $425K 0.47% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,044 $425K 0.17% +60 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,043 $425K 0.04% +51 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,011 $421K 0.13% +3 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. 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More: the full row for Waterloo Capital, L.P. 3,980 $418K 0.04% +313 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,978 $418K 0.32% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 3,974 $417K 0.24% -202 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,974 $417K 0.14% +490 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,951 $415K 0.04% -486 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,950 $415K 0.04% -1,077 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,948 $415K 0.47% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,947 $415K 0.03% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. 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Bainbridge & Co., Inc. 3,944 $414K 0.04% +300 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,930 $413K 0.11% -66 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,930 $413K 0.29% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,920 $412K 0.13% -83 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,913 $411K 0.03% -651 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,912 $411K 0.43% -1,902 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,911 $411K 0.08% -131 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,903 $410K 0.4% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,895 $409K 0.07% 0 13F-HR Timeline First Dallas Securities Inc. 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