FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,305 $439K 0.02% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,294 $437K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,294 $437K 0.03% +356 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,288 $436K 0.01% -194 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,276 $434K 0.42% 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,274 $433K 0.07% +463 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,270 $432K 0.38% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,269 $432K 0.33% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,266 $432K 0.15% -552 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,256 $431K 0.08% -92 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,257 $430K 0.08% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,250 $429K 0.02% +59 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,253 $429K 0.3% +63 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,242 $427K 0.03% -206 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,125 $423K 0.29% +40 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,215 $422K 0.01% +253 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,214 $422K 0.32% -28 13F-HR/A Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 2,207 $420K <0.01% -298,473 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,205 $420K 0.02% -18 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,202 $419K 0.33% +40 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,198 $419K 0.15% +16 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,198 $419K 0.17% -310 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,195 $418K 0.12% -270 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,189 $418K 0.03% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,189 $418K 0.19% +343 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,154 $417K 0.02% +161 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,189 $417K 0.04% -67 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,186 $416K 0.12% +274 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,183 $416K 0.22% new 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 2,178 $415K <0.01% -21,992 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,137 $414K 0.04% -26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,172 $414K 0.01% -102 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,169 $413K 0.03% -266 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,162 $412K 0.08% +53 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,158 $411K 0.05% -393 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,151 $410K 0.03% -207 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,146 $409K 0.02% -259 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,146 $409K 0.03% +96 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,138 $407K 0.26% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,136 $407K -32 Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,134 $406K 0.13% +2,035 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,122 $404K 0.01% +785 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,122 $404K 0.12% -1,184 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,117 $404K 0.01% +198 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,116 $403K 0.04% -174 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,114 $403K 0.18% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,106 $401K 0.01% +559 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,106 $401K 0.04% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,098 $400K 0.31% -8 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,088 $398K 0.02% -4,108 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,090 $398K 0.05% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,077 $396K 0.04% +3 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 2,077 $396K 0.08% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,072 $395K 0.03% -621 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,071 $394K 0.48% -2,038 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,070 $394K 0.08% -649 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,064 $393K 0.13% -275 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,060 $392K 0.02% -186 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,050 $390K <0.01% +131 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,050 $390K 0.07% -268 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,047 $390K 0.13% -172 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 2,040 $389K 0.42% +752 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,315 $386K 0.03% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,000 $381K 0.03% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,988 $379K 0.15% -1,121 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,976 $377K 0.01% -770 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,980 $377K 0.02% -21,749 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,976 $376K <0.01% -88 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,974 $376K 0.08% +118 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,967 $375K 0.01% -370 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,958 $373K 0.04% -27 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,954 $372K 0.06% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,945 $370K 0.03% -23 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,934 $368K 0.02% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,933 $368K 0.19% -250 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,932 $368K 0.01% -1,985 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,922 $366K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,918 $365K 0.08% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,912 $365K 0.12% -279 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,912 $364K 0.12% -437 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,910 $364K 0.04% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,906 $363K 0.04% +19 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,902 $362K 0.1% +3 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,902 $362K 0.02% -123 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,873 $362K 0.02% +51 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,880 $358K 0.04% +112 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,879 $358K 0.01% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,873 $357K 0.02% +491 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,871 $356K 0.05% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,867 $356K 0.03% +82 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,866 $355K 0.05% -32 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,856 $354K 0.01% +142 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,846 $352K 0.04% -62 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,846 $352K 0.03% +46 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,838 $350K <0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,838 $350K 0.03% -232 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,833 $349K 0.02% -259 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,829 $348K 0.02% -593 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,825 $348K 0.03% +210 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,823 $347K 0.07% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,823 $347K 0.02% -871 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,823 $347K <0.01% -2,882 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,810 $345K 0.07% -45 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,803 $343K 0.04% -111 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,801 $343K 0.05% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,794 $342K 0.03% -209 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,781 $339K 0.03% +41 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,780 $339K 0.11% -183 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,770 $337K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,768 $337K 0.12% +263 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,767 $337K 0.02% +24 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,767 $337K 0.03% +178 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,766 $336K 0.11% -443 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,765 $336K 0.06% +29 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,248 $336K 0.08% -408 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,757 $335K 0.17% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,754 $334K 0.03% -3,044 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,747 $333K <0.01% -821 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,742 $333K 0.01% -436 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,745 $332K 0.11% +45 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,740 $331K 0.06% -211 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,722 $328K 0.1% -150 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,721 $328K 0.14% -12 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,720 $328K 0.18% +139 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,718 $327K 0.19% -10 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1,697 $326K 0.18% -35,183 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,705 $325K 0.14% +59 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,698 $324K 0.04% -506 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,700 $324K 0.06% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,692 $322K 0.05% -1,561 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,690 $322K 0.31% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,683 $321K 0.02% -2,305 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,681 $320K 0.03% -12 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,660 $316K 0.03% -74 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,659 $316K 0.04% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,655 $315K 0.01% -34 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,647 $314K 0.05% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,648 $314K 0.01% -598 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,647 $314K <0.01% -8 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,644 $313K 0.09% +274 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,642 $313K 0.01% -204 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,640 $312K 0.09% +67 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,639 $312K 0.03% +3 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,635 $312K 0.21% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,614 $307K 0.07% +356 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,614 $307K 0.01% -44 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,613 $307K 0.04% -1,550 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,613 $307K 0.03% -120 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,606 $306K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,603 $305K 0.04% -18 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,600 $305K 0.01% -274 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,599 $304K 0.02% -38 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,589 $303K 0.06% +591 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,588 $302K 0.03% -97 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,581 $302K 0.05% +16 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,579 $301K 0.01% +136 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,579 $301K 0.06% +7 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,576 $300K 0.05% -311 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,569 $299K 0.01% -174 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,382 $298K 0.13% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,565 $298K <0.01% -1,963 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,562 $298K 0.01% -15 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,561 $297K 0.04% -71 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,561 $297K 0.04% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,557 $297K 0.14% +68 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,556 $296K 0.12% +30 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,555 $296K 0.03% +225 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,555 $296K 0.05% +6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,553 $296K 0.01% -400 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,549 $295K <0.01% -15 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,468 $294K 0.07% +16 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,542 $294K <0.01% -33 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,536 $293K 0.01% +403 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,533 $292K 0.08% -127 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,532 $292K 0.03% -213 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,529 $291K 0.01% -6,323 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,526 $291K <0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,525 $290K 0.03% -171 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,523 $290K 0.01% +352 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,441 $288K 0.01% -1,183 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,514 $288K 0.02% +20 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,514 $288K 0.04% +216 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,512 $288K 0.18% -678 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,507 $287K 0.05% -11 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,502 $286K 0.04% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,500 $286K 0.1% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,487 $283K 0.02% -25 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,484 $283K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,477 $281K 0.01% -39 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,475 $281K 0.19% -99 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,468 $280K 0.01% -60 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,464 $279K 0.11% -375 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,458 $278K 0.02% -405 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,457 $278K 0.04% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,454 $277K 0.02% +148 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,456 $277K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,443 $275K 0.04% -6 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,440 $274K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,434 $273K 0.16% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,434 $273K 0.03% -31,494 13F-HR Timeline