CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,642 $7.66M 0.7% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 8,096 $7.66M 5.6% 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,095 $7.66M 0.19% -150 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,081 $7.64M 3.66% -10 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 8,066 $7.63M 2.53% -2,533 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,058 $7.62M 3.1% -833 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 8,040 $7.6M 4.77% -62 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,033 $7.6M 0.32% -203 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 8,285 $7.59M 2.47% +119 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,025 $7.59M 0.16% +1,625 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 7,990 $7.56M 1.13% +487 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,930 $7.5M 1.98% 0 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 7,928 $7.5M 1.17% -445 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,908 $7.48M 0.24% +500 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,908 $7.48M 0.51% -543 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 7,904 $7.48M 1.85% -566 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,900 $7.47M 0.22% +1,321 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,879 $7.45M 0.97% -88 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,879 $7.45M 1.21% +339 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,857 $7.43M 0.86% +1,315 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,810 $7.39M 0.3% -133 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 7,800 $7.38M 0.62% +100 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,786 $7.36M 0.45% -795 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,778 $7.36M 1.17% -349 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,752 $7.33M 0.58% +62 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,742 $7.32M 0.46% +189 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,731 $7.31M 1.62% -132 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 7,698 $7.28M 3.9% -413 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for Dana Investment Advisors, Inc. 7,227 $6.84M 0.24% +22 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,225 $6.83M 0.27% -141 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 7,213 $6.82M 0.26% -413 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,549 $6.82M 0.2% -33,952 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 7,200 $6.81M 0.87% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Blue Trust, Inc. 6,997 $6.62M 0.08% +104 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,991 $6.61M 0.67% -855 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,991 $6.61M 2.21% +973 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,985 $6.61M 0.09% -89 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,979 $6.6M 0.39% -309 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,974 $6.6M 0.63% +44 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 6,948 $6.57M 0.74% -151 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,943 $6.57M 1.53% +19 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,937 $6.56M 0.88% +4,080 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,916 $6.54M 0.53% +903 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,914 $6.54M 0.24% -117 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,913 $6.54M 2.03% -125 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,910 $6.54M 0.19% -58 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,902 $6.53M 2.46% +575 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,895 $6.52M 2.08% -192 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,875 $6.5M 1.34% -43 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,503 $6.5M 1.64% -31 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,869 $6.5M 0.88% -286 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,868 $6.5M 0.42% -603 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,855 $6.48M 0.23% +3,493 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,846 $6.48M 0.25% +2,394 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,825 $6.45M 0.04% -404 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 6,795 $6.43M 3.74% -119 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 6,792 $6.42M 2.51% +11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,774 $6.41M 0.28% +981 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,771 $6.4M 0.54% +148 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,454 $6.4M 0.9% +3,017 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,612 $6.39M 1.58% -1,289 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,756 $6.39M 1.29% -75 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,743 $6.38M 3.48% -200 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,742 $6.38M 1.44% -317 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,700 $6.34M 1.37% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,687 $6.32M 0.78% +62 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,672 $6.31M 1.59% +439 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,625 $6.27M 1.22% -613 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 6,625 $6.27M 4.76% -1,780 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,609 $6.25M 0.51% +256 13F-HR Timeline STF Management LP More: the full row for STF Management LP 6,608 $6.25M 3% -20 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 6,605 $6.25M 0.76% -1,005 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,590 $6.23M 0.17% -29 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,558 $6.2M 0.45% -16 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,554 $6.2M 2.02% +602 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,221 $6.19M 0.35% +385 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 6,491 $6.14M 2.78% -149 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,451 $6.1M 0.22% +139 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 6,446 $6.1M 1.97% -258 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,435 $6.09M 0.21% -1,387 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 6,415 $6.07M <0.01% -123,988 13F-HR Timeline Group First Washington CORP More: the full row for First Washington CORP 6,407 $6.06M 2.13% -2,516 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,400 $6.05M 0.22% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,394 $6.05M 2.48% -37 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,366 $6.02M 0.3% -124 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 6,362 $6.02M 1.36% -409 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,362 $6.02M 1.91% +475 13F-HR/A Timeline American Trust More: the full row for American Trust 6,353 $6.01M 1.48% -999 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 6,349 $6M 0.02% -1,021 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,341 $6M 1.06% -61 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,293 $5.95M 2.48% +240 13F-HR Timeline WS MANAGEMENT LLLP More: the full row for WS MANAGEMENT LLLP 6,285 $5.94M 1.01% -961 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,277 $5.94M 0.2% -4,881 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,269 $5.93M 2.28% -61 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,069 $5.92M 0.37% +1,417 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 6,241 $5.9M 0.53% +531 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,238 $5.9M -181 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,236 $5.9M 0.44% +2,049 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 6,224 $5.89M 1.05% -135 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,220 $5.88M 3.4% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 6,186 $5.85M 2.02% -7 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,171 $5.84M 0.37% -977 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 5,964 $5.83M 3.59% +126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,259 $5.82M 0.56% +379 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,146 $5.81M 0.73% 0 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 6,133 $5.8M 0.96% -966 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,131 $5.8M 3.79% -193 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,127 $5.79M 0.46% +258 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,122 $5.79M 0.48% -1,720 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,118 $5.79M 1.22% -175 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,910 $5.77M 3.07% +6 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,466 $5.77M 0.47% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,085 $5.76M 1.09% +5,261 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,071 $5.74M 1.5% -234 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,051 $5.72M 0.31% -4,675 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,048 $5.72M 0.2% +966 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. 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