Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,594 $268K 0.07% -1,443 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,592 $267K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,590 $267K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,579 $266K 0.09% -19 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,558 $265K 0.03% +50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,530 $263K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,500 $261K <0.01% -61 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,499 $261K 0.02% -297 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,493 $260K 0.04% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,486 $260K 0.37% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,468 $258K 0.26% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,457 $257K 0.11% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,450 $257K 0.04% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,447 $257K 0.03% +994 13F-HR/A Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,440 $256K 0.05% -342 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,439 $256K 0.11% -50 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,433 $256K 0.01% +50 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,432 $256K 0.02% -97 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,305 $255K 0.09% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,395 $253K 0.13% -25 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,395 $253K <0.01% new 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 3,378 $252K <0.01% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,365 $251K 0.19% -540 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,365 $251K 0.01% +283 13F-HR/A Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,354 $250K 0.05% -1,082 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,351 $250K 0.03% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,348 $249K <0.01% -131 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,346 $249K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,336 $248K 0.06% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,332 $248K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,036 $247K 0.01% +5 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,300 $246K 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 3,283 $244K 0.02% -101 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,278 $244K 0.05% +119 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,280 $244K 0.03% -535 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3,253 $242K 0.01% -1,480,919 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,245 $242K 0.01% -13 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,245 $242K 0.15% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,232 $241K 0.02% +385 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,231 $241K 0.02% -825 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,226 $240K 0.12% -317 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,217 $240K 0.02% -169 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,203 $238K <0.01% -688 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 3,000 $236K 0.15% -400 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,132 $233K 0.03% +319 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,131 $233K 0.02% -190 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,124 $233K 0.08% +28 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,121 $232K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,118 $232K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,118 $232K 0.01% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,097 $231K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,095 $230K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,086 $230K 0.01% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,081 $229K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,067 $228K <0.01% +76 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,019 $225K 0.06% 0 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 3,014 $224K 0.08% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,013 $224K 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,009 $224K 0.01% +17 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,991 $223K 0.04% +175 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,289 $223K 0.04% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,986 $222K 0.04% -3,895 13F-HR/A Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,975 $222K 0.08% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,971 $221K <0.01% -1,357 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,961 $220K 0.11% -1,052 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,925 $218K 0.02% -163 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,242 $218K 0.01% new 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 2,906 $216K 0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,899 $216K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,925 $216K 0.02% -1,474 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,881 $215K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,884 $215K <0.01% -275 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,881 $215K <0.01% -215 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,874 $214K <0.01% -1,301 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,871 $214K 0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,835 $211K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,811 $209K 0.03% -178 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,200 $208K 0.02% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,792 $208K <0.01% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,789 $208K 0.04% -4,730 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,786 $207K 0.04% -715 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,783 $207K 0.03% -458 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,780 $207K <0.01% -1,098 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,779 $207K <0.01% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,767 $206K 0.13% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,755 $205K 0.01% new 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,750 $205K 0.12% new 13F-HR/A Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,750 $205K <0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,709 $202K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,699 $201K 0.07% +43 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,699 $201K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,693 $201K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,692 $200K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,554 $190K 0.06% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,518 $187K 0.13% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,500 $186K <0.01% +1,100 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,397 $178K 0.02% -118 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,348 $175K 0.02% +383 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,306 $172K 0.01% +1 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,237 $167K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,205 $164K <0.01% +5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,199 $164K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,149 $160K 0.01% +64 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,142 $159K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,061 $153K 0.01% +1,885 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,007 $149K <0.01% -45 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,950 $145K 0.15% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,927 $143K 0.1% +1,925 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,893 $141K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,866 $139K <0.01% -526 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,824 $136K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,762 $131K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,742 $130K 0.08% +54 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,742 $129K 0.02% +124 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,717 $128K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,716 $128K 0.02% +484 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $127K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,607 $126K 0.01% +1,142 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,018 $125K 0.01% -2,031 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,666 $124K 0.01% +137 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,643 $122K 0.04% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,631 $121K 0.01% -418 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,621 $121K <0.01% +123 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,534 $116K 0.06% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,500 $112K 0.09% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,469 $109K 0.04% -208 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,448 $108K <0.01% +39 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,383 $103K <0.01% -617 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,362 $101K <0.01% new 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,360 $101K <0.01% +307 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,343 $100K 0.07% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,284 $97.7K 0.02% -62 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,300 $96.8K 0.05% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,241 $92.4K 0.02% -150 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,200 $89.4K <0.01% +903 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,152 $85.8K 0.02% +959 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,124 $83.7K 0.05% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,087 $80.9K 0.02% -31 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,060 $78.9K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,050 $78.2K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,016 $75.7K <0.01% 0 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 981 $73K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 959 $71.4K 0.03% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 953 $70.9K 0.01% +16 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 949 $70.7K 0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 940 $70K 0.06% +137 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 911 $67.8K <0.01% -68 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 905 $67.4K <0.01% -129 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 892 $66.4K 0.01% -60 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 860 $64K 0.04% +84 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 846 $63K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 841 $62.6K 0.01% -60 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 807 $60K 0.04% -21 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 750 $55.8K 0.05% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 747 $55.6K 0.03% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 725 $54K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 724 $53.9K <0.01% new 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 713 $53.1K <0.01% +319 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 706 $52.6K 0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 700 $52.1K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 665 $49.5K <0.01% -29 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 653 $49K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 623 $47.4K 0.01% +48 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 632 $47.1K 0.03% +94 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 590 $44.9K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $44.7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 598 $44.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 591 $44K <0.01% -179 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 564 $42.9K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 569 $42.4K <0.01% +8 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 567 $42.2K 0.01% +19 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 561 $41.8K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 559 $41.6K 0.05% -346 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 564 $41.6K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 558 $41.6K 0.04% +2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 524 $40.3K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 540 $40.2K <0.01% +23 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 534 $39.8K 0.01% +500 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 518 $38.6K 0.01% -40 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 501 $37.3K <0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 37,230 $37.2K 0.05% +36,730 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 500 $37.2K <0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 493 $36.7K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 481 $35.8K <0.01% -119 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 475 $35K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 467 $34.8K 0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 457 $34K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 451 $34K <0.01% +273 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 447 $33.3K 0.02% +2 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 450 $33K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 442 $32.9K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 355 $32.6K <0.01% +55 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 431 $32.1K 0.01% +7 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 431 $32.1K <0.01% -51 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 422 $31.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 317 $30.8K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 408 $30.4K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 398 $29K 0.01% -35 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 386 $28.8K 0.01% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 381 $28.4K <0.01% 0 13F-HR Timeline