BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,414 $512K 0.02% -216 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,407 $510K 0.16% +10 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,407 $510K 0.03% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,396 $508K 0.01% +271 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,371 $503K 0.1% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,358 $500K 0.02% -2,151 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,350 $498K 0.1% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,350 $498K 0.02% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,337 $495K <0.01% +294 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 2,336 $495K <0.01% -95,848 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,336 $495K 0.21% -356 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,313 $490K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,295 $486K 0.01% -109 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,283 $484K 0.02% -90 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,268 $481K 0.02% -208 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,240 $475K 0.03% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,226 $472K 0.01% -277 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,212 $469K 0.01% +754 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,189 $464K 0.09% -455 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,943 $464K 0.34% -355 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,175 $461K 0.09% -28 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,174 $461K 0.07% +20 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,164 $459K 0.01% +465 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,163 $458K 0.01% -98 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,160 $458K 0.01% +173 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,111 $447K 0.11% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,097 $444K 0.07% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,082 $441K 0.23% +229 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,075 $440K 0.03% -441 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,059 $436K 0.06% +47 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 2,055 $436K 0.14% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,045 $433K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,002 $424K 0.02% -10 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $424K 0.07% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,000 $424K 0.01% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,000 $424K 0.04% 0 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,999 $424K 0.04% +365 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,998 $423K 0.25% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,984 $421K 0.02% -132 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,979 $419K 0.14% +344 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,967 $417K 0.03% +119 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,947 $413K 0.01% -80 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,918 $407K 0.15% +8 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,910 $405K 0.02% -3 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,906 $404K <0.01% +202 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,900 $403K <0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $403K 0.12% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,897 $402K 0.04% +367 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,875 $397K 0.08% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,861 $394K 0.03% +48 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,843 $391K 0.01% -115 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,842 $390K 0.02% +19 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,831 $388K 0.01% -297 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,829 $388K 0.01% +74 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,834 $386K 0.02% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,817 $385K 0.05% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,814 $384K 0.05% -218 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,804 $382K 0.02% +185 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,801 $382K <0.01% new 13F-HR Timeline Group Axxion S.A. More: the full row for Axxion S.A. 1,800 $382K 0.03% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,800 $381K +42 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,797 $381K <0.01% -75 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,794 $380K 0.02% +226 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,785 $378K 0.01% -126 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,601 $378K 0.01% -102 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,780 $377K 0.25% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,774 $376K 0.12% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,773 $376K 0.01% +10 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,767 $374K 0.01% +2 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,756 $372K 0.02% -6 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,751 $371K 0.16% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,751 $371K 0.06% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,748 $370K 0.32% +8 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,746 $370K 0.06% new 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $369K 0.32% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,726 $366K 0.03% -27 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,724 $365K 0.02% +6 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,719 $364K <0.01% -2,474 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $363K 0.07% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,701 $361K 0.31% -24 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,697 $360K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,675 $355K <0.01% +6 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,654 $351K 0.02% +178 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,650 $350K 0.26% +80 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,644 $348K 0.03% -157 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,628 $345K <0.01% +793 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,656 $345K 0.01% +161 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,626 $345K 0.04% -13 13F-HR/A Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,622 $344K 0.18% -860 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $343K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,616 $343K 0.01% +111 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,609 $341K 0.04% +12 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,607 $341K 0.03% +102 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,600 $339K 0.01% -59 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,600 $339K 0.16% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,600 $339K 0.02% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,600 $339K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,589 $337K 0.05% -391 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,583 $336K 0.11% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,578 $334K 0.05% -35 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,571 $333K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,568 $332K 0.04% -5 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,556 $330K 0.01% +24 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,550 $329K 0.01% +36 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,545 $327K 0.14% -127 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,540 $326K 0.07% -10 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,539 $326K 0.16% -10 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,530 $324K 0.01% -100 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,523 $323K 0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,519 $322K 0.01% +210 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,518 $322K 0.01% +145 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,517 $322K <0.01% +377 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,513 $321K 0.12% -102 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $319K 0.15% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,504 $319K 0.03% -2 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,503 $319K <0.01% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,496 $317K 0.08% -227 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,494 $317K 0.01% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,503 $315K 0.12% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,485 $315K 0.01% +43 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,482 $314K 0.04% -222 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,453 $308K 0.13% +71 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,453 $308K 0.01% +38 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,452 $308K 0.02% -20 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,446 $306K 0.01% +68 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,441 $305K 0.95% -6 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,437 $305K 0.01% +1 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,431 $303K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,421 $301K <0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,417 $300K 0.04% +114 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,407 $298K 0.03% +19 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $297K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,397 $296K <0.01% -38 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,386 $296K 0.01% +78 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,384 $293K 0.11% -28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,374 $291K <0.01% -28 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,360 $288K 0.01% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,347 $285K <0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,334 $283K 0.01% 0 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,333 $283K 0.04% -57 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,316 $280K <0.01% +204 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,302 $276K 0.09% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,302 $276K 0.05% -521 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,300 $276K 0.01% -23 13F-HR Timeline Group CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,300 $276K 0.02% 0 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,297 $275K <0.01% -654 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,291 $274K <0.01% +17 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,265 $268K 0.03% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,257 $266K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,257 $266K 0.03% -1 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,251 $265K 0.01% -28 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,250 $265K 0.03% +11 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,238 $262K 0.02% 0 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,232 $261K 0.01% +3 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,230 $261K 0.17% +185 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,226 $260K 0.04% +10 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,220 $259K 0.01% -11 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,217 $257K 0.03% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,210 $256K 0.11% -100 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,200 $254K 0.03% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $254K 0.15% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,200 $254K 0.13% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,198 $254K 0.08% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,196 $253K 0.1% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,191 $253K 0.19% +1 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,191 $253K 0.04% -3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,191 $252K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,189 $252K 0.04% -2 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,186 $251K 0.03% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,180 $250K 0.02% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,177 $249K <0.01% -2,013 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,158 $247K <0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,165 $247K 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,156 $245K <0.01% new 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,154 $245K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,150 $244K 0.03% -518 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,149 $244K 0.02% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,145 $243K 0.02% +6 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,133 $240K 0 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,131 $240K 0.01% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,129 $239K 0.11% +19 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,120 $238K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,122 $238K 0.02% +27 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,110 $235K 0.06% -350 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,099 $233K <0.01% +53 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,096 $232K 0.01% +19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,090 $231K <0.01% +27 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,080 $229K 0.03% +540 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,073 $228K 0.01% +509 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,071 $227K 0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,069 $227K 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,068 $226K 0.03% -37 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,066 $226K 0.05% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,066 $226K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,061 $225K 0.02% -227 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,058 $224K 0.04% +313 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) 1,049 $222K 0.01% -1,028 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,042 $221K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,042 $221K 0.02% +848 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,036 $220K 3.68% 0 13F-HR Timeline