Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,911 $456K 0.05% -350 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,421 $456K 0.21% +129 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,901 $456K 0.01% +874 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,905 $455K 0.1% 0 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 2,900 $454K <0.01% -400 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,900 $454K 0.31% -172 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,895 $454K 0.25% -665 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,892 $453K 0.16% -71 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,887 $452K 0.18% -140 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 2,871 $451K 0.28% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,879 $451K 0.09% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,852 $450K 0.35% -37 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,875 $450K 0.12% -576 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,874 $450K 0.29% -1 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,872 $450K 0.19% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,860 $448K 0.16% -753 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,846 $446K 0.05% -5,428 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,846 $446K 0.06% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,844 $446K 0.18% +588 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,835 $444K 0.1% -670 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,839 $444K 0.03% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,833 $444K 0.04% -273 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,826 $443K 0.02% +184 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,824 $442K 0.08% +262 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,810 $440K 0.05% +635 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,807 $440K 0.07% +1,163 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,806 $440K 0.03% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,788 $437K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,788 $437K -19,495 Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,776 $435K 0.07% -1,260 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,775 $435K 0.07% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,766 $433K 0.03% -1,780 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,757 $432K 0.02% -543 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,746 $430K 0.07% -101 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,737 $429K 0.29% -156 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,731 $428K 0.13% -636 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,165 $428K 0.17% +461 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,724 $427K 0.1% +391 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,723 $427K 0.01% -177 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,720 $426K 0.07% -1,601 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 2,720 $426K 0.01% -493,262 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,709 $426K 0.02% -2,222 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,717 $426K 0.03% -121 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,710 $425K 0.11% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,708 $424K 0.01% -387 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,278 $424K 0.03% +840 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,700 $423K 0.05% -5,583 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,696 $422K 0.05% +52 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,695 $422K 0.04% -255 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,692 $422K 0.11% -196 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,687 $420K 0.15% +87 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,670 $418K 0.04% -845 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,656 $416K <0.01% -47,340 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,656 $416K 0.18% -638 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,653 $416K 0.29% -147 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,449 $415K 0.31% -99 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,543 $415K 0.16% -1,397 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,647 $415K 0.07% +192 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,646 $414K 0.13% -216 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,632 $412K 0.05% -14 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,627 $412K 0.11% -80 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,619 $410K 0.08% -101 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,614 $410K 0.12% -71 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,612 $409K 0.15% +1 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,612 $409K 0.05% +208 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,609 $409K 0.11% +41 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,600 $407K 0.24% +73 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,593 $406K 0.03% -1,512 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,592 $406K 0.06% -946 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,368 $405K 0.1% -2,049 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,578 $404K 0.11% -1,510 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,558 $401K 0.24% -500 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,556 $400K 0.16% +113 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,552 $400K 0.01% -49 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,543 $398K 0.05% +1,065 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,537 $397K 0.21% +537 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 2,533 $397K 0.28% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,513 $395K 0.01% -778 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,519 $395K 0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,516 $394K 0.02% +17 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,511 $393K 0.03% +22 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,511 $393K 0.19% +96 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,502 $392K 0.04% -3,461 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,498 $391K 0.03% -72 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,492 $390K -1,525 Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,487 $390K 0.2% -2,197 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,489 $389K 0.09% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,474 $388K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,472 $387K 0.21% +4 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,470 $387K 0.23% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,456 $386K 0.04% -187 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,457 $385K 0.26% +745 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,445 $383K 0.04% -426 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,435 $381K 0.03% -436 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,430 $381K 0.05% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,426 $380K 0.03% -671 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 1,963 $379K 0.25% +118 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,407 $377K 0.08% +8 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 2,400 $376K 0.14% +1,185 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,390 $374K 0.04% +391 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,373 $372K 0.03% -143 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,368 $371K 0.16% +2,218 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,878 $371K 0.13% -930 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,348 $368K 0.02% -331 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,340 $368K 0.06% -41 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,347 $368K 0.05% -69 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,332 $365K 0.13% -5,953 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,330 $365K 0.02% +683 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,327 $365K 0.04% -801 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,319 $363K 0.15% -708 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,314 $363K 0.16% -115 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,308 $362K 0.03% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,299 $360K 0.05% -276 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,295 $360K 0.01% -2,210 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,290 $359K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,289 $359K <0.01% -247 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,286 $358K 0.14% -232 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,283 $358K 0.02% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,235 $357K 0.02% -44,561 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,272 $356K 0.01% -606 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,269 $355K 0.01% -1,273 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,268 $355K <0.01% -142 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,267 $355K 0.15% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,262 $354K 0.24% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,258 $354K 0.1% +534 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,257 $354K 0.2% -299 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,255 $353K 0.04% -143 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,254 $353K 0.04% +676 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,252 $353K 0.25% -119 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,252 $353K 0.01% -46 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,250 $352K 0.04% -155 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,249 $352K 0.07% -348 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,249 $352K 0.09% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,246 $352K 0.15% -79 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,245 $352K 0.03% -163 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,241 $351K 0.09% +200 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,238 $351K <0.01% +759 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,234 $350K 0.2% -381 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,234 $350K 0.03% -4,906 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,233 $350K 0.1% -1,101 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,231 $350K 0.04% -572 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,229 $349K 0.06% +246 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,224 $348K 0.05% -195 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,217 $348K <0.01% -2,728 13F-HR/A Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,215 $348K 0.05% -65 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,221 $348K 0.1% -1,221 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 2,218 $347K 0.11% -353 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,207 $347K 0.06% -229 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,213 $347K 0.02% -2,298 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,211 $346K 0.08% -1,048 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,211 $346K 0.1% -52 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,065 $346K 0.24% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,208 $346K 0.1% -133 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,203 $345K 0.01% -112 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,195 $344K 0.06% -7 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,194 $344K 0.07% -731 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,193 $344K 0.05% -337 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,191 $343K 0.11% -225 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,187 $343K 0.12% -784 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,178 $342K 0.04% -18 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,183 $342K <0.01% +448 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,181 $342K 0.02% -3,722 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,179 $341K 0.18% -1,200 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,178 $341K 0.15% -724 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,177 $341K 0.04% -150 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,171 $340K 0.13% -3,531 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,168 $340K 0.03% +33 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,168 $340K 0.07% -197 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,163 $339K 0.01% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,139 $335K <0.01% -3,821 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,136 $335K 0.02% +901 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,019 $334K 0.11% -123 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 2,133 $334K 0.18% +29 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,132 $334K <0.01% -20,802 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,131 $334K 0.03% +170 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,130 $334K 0.19% -1,522 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,130 $334K 0.04% -482 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,121 $332K 0.22% +260 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,119 $332K 0.1% -522 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,111 $331K 0.02% -1,201 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,096 $329K 0.03% new 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,922 $328K 0.3% -680 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,094 $328K 0.02% -112 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,090 $327K 0.09% -741 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,085 $327K 0.04% +37 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,083 $326K 0.12% -93 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,083 $326K 0.29% -2,286 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,076 $325K 0.15% +455 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,076 $325K 0.01% -565 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,063 $323K 0.08% -58 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,062 $323K 0.14% -718 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,061 $323K 0.14% +477 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,060 $323K 0.08% -191 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,059 $323K 0.15% -110 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,059 $323K 0.15% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,056 $322K <0.01% +583 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,056 $322K 0.05% -1,117 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,050 $321K 0.07% -20 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,047 $321K 0.19% -7,510 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,046 $321K 0.09% -107 13F-HR Timeline