CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,289 $330K 0.15% +177 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,280 $329K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,277 $329K 0.01% +382 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,276 $329K 0.02% +228 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,276 $328K 0.01% -404 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,269 $328K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,268 $328K 0.01% +282 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,242 $325K 0.39% +2 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,226 $324K 0.01% +363 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,221 $323K 0.04% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,213 $322K 0.11% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,211 $322K 0.01% -56 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,104 $322K 0.01% +286 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,189 $320K 0.01% +895 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,168 $319K 0.06% +304 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,171 $318K 0.07% +20 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,171 $318K 0.07% +19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,172 $318K <0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,167 $318K 0.01% -49 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,166 $318K 0.1% +23 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,163 $317K 0.15% +6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,149 $316K 0.08% -488 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,131 $314K 0.13% +25 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,130 $314K 0.03% -515 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,110 $312K 0.22% -25 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,106 $312K 0.02% -1,768 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,106 $312K 0.02% +15 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,100 $311K 0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,089 $310K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,058 $307K 0.03% +640 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,058 $307K 0.01% +364 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,042 $305K +876 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,040 $305K 0.02% -141 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,007 $302K 0.12% -951 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,005 $302K 0.03% +90 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,003 $301K 0.06% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,002 $301K 0.05% +12 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,000 $301K 0.04% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,000 $301K 0.24% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,998 $301K 0.02% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,992 $300K 0.01% -109 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,984 $299K 0.16% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,981 $299K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,977 $299K 0.04% +26 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,972 $298K 0.06% -3 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,971 $298K 0.06% -1 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,968 $298K 0.04% +20 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,944 $295K 0.02% +184 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,940 $295K 0.06% +212 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,935 $295K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,916 $293K 0.02% +358 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,907 $292K 0.11% +16 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,891 $290K 0.02% -15 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,882 $289K <0.01% -456 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 2,873 $288K 0.1% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,855 $286K 0.01% -7,898 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,852 $286K 0.13% -136 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,585 $286K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,843 $285K 0.02% +804 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,844 $285K 0.01% 0 13F-HR/A Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,829 $284K 0.14% +10 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,800 $281K 0.15% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,794 $280K 0.02% -40 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,770 $278K 0.11% +21 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,765 $277K 0.07% -5,927 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,757 $277K 0.08% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,750 $276K 0.01% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,750 $276K 0.09% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,750 $276K 0.21% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,748 $276K 0.02% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,743 $275K 0.01% +64 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,731 $274K 0.1% -54 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,723 $273K 0.09% -429 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,697 $270K 0.02% -84 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,688 $270K 0.05% -7,912 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,687 $270K 0.04% +410 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,685 $269K 0.01% +547 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,684 $269K 0.01% +325 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,683 $269K 0.01% -392 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,682 $269K 0.02% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,681 $269K 0.13% -384 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,678 $269K 0.01% +453 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,671 $268K 0.03% -831 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,663 $267K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,656 $267K 0.01% -37 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,649 $266K 0.12% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,642 $265K 0.06% +46 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,633 $264K 0.04% +21 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,629 $264K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,610 $261K 0.1% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,601 $261K 0.03% +1 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,600 $261K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,600 $261K 0.03% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,595 $260K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,591 $260K 0.1% +505 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,587 $260K 0.02% -183 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,577 $259K 0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,570 $258K 0.01% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,567 $258K 0.01% +1,510 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,567 $258K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,563 $257K 0.01% +532 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,558 $257K 0.05% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,555 $256K 0.06% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,549 $256K 0.02% +11 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,548 $256K 0.02% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,518 $253K 0.02% -38,046 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,515 $252K 0.45% -7,159 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,505 $251K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,488 $250K 0.02% -589 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,466 $247K 0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,464 $247K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,462 $247K 0.11% -7 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,452 $246K 0.01% +54 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,451 $246K 0.03% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,450 $246K 0.04% -10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,444 $245K 0.02% -447 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,442 $245K <0.01% +316 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,430 $244K 0.02% new 13F-HR Timeline Group Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,428 $244K 0.15% +580 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,427 $244K 0.01% +301 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,423 $243K 0.03% -539 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,187 $242K 0.04% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,404 $241K 0.11% -296 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,403 $241K 0.05% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,401 $241K 0.04% +243 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,394 $240K 0.02% -8 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,393 $240K <0.01% +533 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,390 $240K 0.01% +8 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,388 $240K 0.02% +21 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,387 $240K 0.01% -32 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,385 $239K 0.14% +71 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,384 $239K 0.02% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,373 $238K 0.03% -256 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,359 $238K 0.13% +8 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,368 $238K <0.01% -6 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,361 $237K 0.01% -738 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,354 $236K 0.08% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,353 $236K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,350 $236K <0.01% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,348 $236K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,347 $236K 0.05% +1,062 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,337 $235K 0.27% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,322 $233K 0.02% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,318 $233K 0.07% -33 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,318 $233K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,313 $232K -203 Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,311 $232K 0.05% +8 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,310 $232K 0.08% -150 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,308 $232K 0.04% +119 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,300 $231K 0.02% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,291 $230K 0.08% -2,142 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,286 $229K 0.1% +7 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,285 $229K 0.03% 0 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 2,285 $229K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,284 $229K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,281 $229K 0.01% -141 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,050 $227K 0.01% +279 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,261 $227K 0.01% +61 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 2,254 $226K 0.01% +1,480 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,253 $226K 0.02% +400 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,252 $226K 0.03% +814 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,243 $225K 0.1% -81 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,240 $225K 0.17% +17 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,240 $225K <0.01% +133 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,232 $224K 0.05% -3,562 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,228 $224K 0.02% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,224 $223K 0.09% -203 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,223 $223K 0.11% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,222 $223K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,220 $223K 0.04% +58 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,211 $222K 0.21% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,200 $221K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,200 $221K 0.08% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,200 $221K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,198 $221K 0.04% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,195 $220K 0.03% 0 13F-HR Timeline United Bank More: the full row for United Bank 2,184 $219K 0.08% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,172 $218K 0.02% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,144 $215K 0.09% -50 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,137 $214K 0.11% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,130 $214K 0.02% +37 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,116 $212K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,116 $212K 0.03% +364 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,111 $212K 0.11% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,097 $210K 0.01% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,094 $210K 0.16% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,089 $210K 0.11% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,085 $209K 0.04% -145 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,075 $208K 0.06% +66 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,071 $208K 0.01% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,066 $207K 0.08% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,065 $207K 0.04% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,000 $207K 0.1% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,051 $206K 0.01% -378 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,050 $206K 0.06% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,045 $205K 0.12% -108 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,044 $205K 0.01% +6 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,035 $204K 0.03% +229 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,030 $204K 0.01% 0 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,025 $203K 0.19% +20 13F-HR Timeline