EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,388 $341K 0.01% +703 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,386 $340K 0.02% -93 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,367 $338K 0.01% -1,746 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,361 $338K 0.23% +1 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,341 $336K <0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,335 $335K <0.01% -272 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,320 $334K 0.11% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,314 $333K 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,313 $333K 0.12% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,305 $332K 0.02% +389 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,305 $332K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,304 $332K 0.01% -979 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,304 $332K 0.21% -5,654 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,302 $332K <0.01% +130 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,300 $332K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,295 $331K 0.01% -555 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,284 $330K 0.02% -1,535 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,270 $329K 0.02% +1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,270 $329K <0.01% -132 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,284 $329K 0.02% +735 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,268 $328K 0.07% +97 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,242 $326K 0.01% +31 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,226 $324K 0.03% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,171 $319K 0.06% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,170 $318K 0.02% +64 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,163 $318K 0.14% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,161 $318K 0.01% -6 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,159 $318K 0.12% +28 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,146 $316K 0.03% -75 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,140 $316K 0.02% +592 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,191 $315K 0.1% +25 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,134 $315K 0.13% -155 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,130 $315K 0.05% -398 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,125 $314K 0.2% +15 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,224 $314K 0.02% -1,882 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,118 $313K 0.04% +150 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,082 $310K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,081 $310K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,071 $309K 0.01% +13 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,055 $307K 0.06% +115 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,042 $306K 0.02% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,041 $306K 0.03% -17 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,039 $305K 0.02% +34 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,029 $304K 0.01% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,026 $304K 0.33% -216 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,025 $304K 0.06% +53 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,006 $302K 0.05% +4 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,003 $302K 0.03% +750 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,003 $302K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,002 $302K 0.01% +680 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,001 $302K 0.02% +414 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,000 $302K 0.04% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,000 $302K 0.21% 0 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,992 $301K <0.01% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,984 $300K 0.15% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,981 $300K 0.04% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,095 $299K 0.01% -9 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,958 $297K 0.1% -255 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,949 $296K 0.01% -348 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,014 $296K 0.03% new 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 Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,917 $293K 0.1% +10 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,913 $293K 0.16% +61 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,896 $291K 0.01% -193 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,878 $289K 0.05% -290 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,874 $289K 0.13% -1,009 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,872 $289K 0.04% -3,867 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,854 $287K 0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,845 $286K 0.01% +2,294 13F-HR/A Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,585 $286K 0.02% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,842 $286K 0.13% +13 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,818 $283K 0.01% +75 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,881 $283K 0.09% -1,018 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,810 $282K 0.01% -500 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,800 $281K 0.02% -330 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,800 $281K 0.13% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,800 $281K 0.01% -2,505 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,799 $281K 0.07% -350 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,787 $280K 0.03% -190 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,703 $279K 0.1% +382 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 0.08% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,715 $273K 0.09% -16 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,694 $271K 0.02% -100 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,757 $271K 0.07% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,689 $270K 0.01% +5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,687 $270K 0.04% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,683 $270K 0.02% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,683 $270K 0.01% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,677 $269K 0.21% +652 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,656 $267K 0.04% +23 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,650 $266K 0.18% -100 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,649 $266K 0.11% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,642 $265K 0.06% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,625 $264K -417 Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,612 $262K 0.09% +2 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,605 $262K 0.06% new 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 SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,597 $261K 0.09% +6 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,595 $261K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,580 $259K 0.02% -263 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,577 $259K 0.01% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,567 $258K 0.01% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,565 $258K 0.1% -205 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,563 $258K 0.08% -100 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,558 $257K 0.05% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,556 $257K 0.02% +162 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 $257K 0.06% 0 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,553 $257K 0.11% -128 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,552 $257K 0.01% -15 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,545 $256K 0.02% -126 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,519 $253K 0.02% +75 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,505 $252K 0.01% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,505 $252K 0.19% +77 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,502 $251K 0.02% +451 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,500 $251K 0.03% -100 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,496 $251K 0.01% -67 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,492 $250K 0.05% -26,827 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,492 $250K 0.03% -109 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,489 $250K 0.01% +62 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,482 $249K <0.01% new 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 2,476 $249K 0.25% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,471 $248K <0.01% +78 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,464 $248K 0.05% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,463 $248K 0.01% +11 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,476 $247K 0.01% -42 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,450 $246K 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,442 $245K 0.01% +398 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,437 $245K 0.13% +52 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,411 $242K 0.01% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,404 $242K 0.1% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,384 $240K 0.02% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,383 $240K 0.02% -68 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,380 $239K 0.01% -10 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,379 $239K 0.03% +6 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,368 $238K <0.01% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,356 $237K 0.01% -833 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,350 $237K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,354 $237K 0.02% -343 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,354 $237K 0.07% 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 SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,348 $236K 0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,348 $236K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,339 $235K <0.01% +953 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,336 $235K 0.07% +18 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,335 $235K 0.03% -3,349 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,332 $234K 0.26% -5 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,332 $234K 0.02% +696 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,323 $234K 0.02% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,328 $234K 0.02% -1,072 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,322 $233K 0.02% -66 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,320 $233K 0.03% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,320 $233K 0.01% -250 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,316 $233K <0.01% -126 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,367 $232K 0.12% +8 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,311 $232K 0.08% +20 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,310 $232K 0.07% 0 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 WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,292 $230K 0.09% +6 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,289 $230K 0.04% -22 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,288 $230K 0.01% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,288 $230K 0.01% -200 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,285 $230K 0.02% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,284 $230K 0.03% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,271 $228K 0.04% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,267 $228K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,253 $226K 0.01% +31 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,228 $224K 0.01% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,223 $223K 0.1% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,211 $222K 0.2% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,200 $221K 0.01% -61 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,200 $221K 0.07% 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 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,194 $221K 0.01% +513 13F-HR Timeline United Bank More: the full row for United Bank 2,184 $220K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,182 $219K <0.01% -58 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,176 $219K 0.15% +169 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,151 $216K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,113 $216K 0.01% new 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,149 $216K 0.04% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,137 $215K 0.08% -7 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,137 $215K 0.1% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,178 $214K 0.03% -74 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,186 $213K 0.02% -9 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,118 $213K <0.01% -200 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,115 $213K 0.02% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,111 $212K 0.1% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,104 $211K 0.03% 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,098 $211K 0.12% +4 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,097 $211K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,117 $211K 0.01% +1,101 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,089 $210K 0.1% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,088 $210K 0.03% -42 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 2,087 $210K <0.01% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,066 $208K 0.07% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,050 $206K 0.1% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,045 $206K 0.01% -127 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,043 $205K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,032 $204K 0.11% new 13F-HR Timeline