Element Wealth, LLC More: the full row for Element Wealth, LLC 10,875 $525K 0.24% -824 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,749 $519K 0.01% +13 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,695 $516K 0.27% -9,880 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,676 $515K 0.14% -297 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,497 $506K 0.04% -501 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,454 $504K 0.39% -312 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,400 $502K 0.13% -17 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,392 $501K 0.03% -1,071 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,315 $498K 0.16% +4,855 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,283 $496K 0.16% +75 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 10,271 $495K 0.35% -12,494 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,207 $492K 0.13% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,104 $487K 0.08% -56 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,086 $487K 0.14% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,082 $486K 0.06% +700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,075 $486K 0.04% +6 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,673 $486K 0.03% -242,897 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,046 $485K 0.37% -20 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,038 $484K 0.02% 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 10,027 $484K <0.01% -4,989,277 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $483K 0.02% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,012 $483K 0.08% -55 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $482K 0.08% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,990 $482K 0.08% -780 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,979 $481K <0.01% +16 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,925 $479K 0.03% +1,762 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 9,885 $477K 0.15% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 9,872 $476K 0.12% +3,801 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,866 $476K 0.18% +76 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,831 $474K 0.19% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,827 $474K 0.1% +10 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 9,790 $472K +4,974 Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $472K 0.01% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,741 $470K 0.08% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 9,738 $470K 0.04% -2,818,759 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,726 $469K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 9,641 $465K 0.29% +1,290 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 9,576 $462K <0.01% new 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 9,527 $460K 0.16% +3,365 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 9,500 $458K 0.01% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 9,495 $458K 0.46% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,408 $454K 0.03% -306 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 9,408 $454K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,352 $451K 0.04% -2,300 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,341 $451K 0.14% +400 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 9,321 $450K 0.27% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 9,301 $449K 0.2% -35 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 9,291 $448K 0.1% -559 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 9,291 $448K 0.18% +68 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,231 $445K 0.01% +2,404 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,214 $444K 0.21% +101 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,177 $443K 0.12% -7,545 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,115 $443K 0.08% -4,879 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 9,148 $442K <0.01% -6,160 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,149 $441K 0.01% -384 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,950 $432K 0.13% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,939 $431K 0.26% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,713 $431K 0.18% -70 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,926 $431K 0.34% -420 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,916 $430K 0.01% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,883 $429K 0.07% -44 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,843 $427K 0.03% -811 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,801 $425K 0.35% +909 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,796 $424K 0.41% +1,151 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,787 $424K -148 Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,763 $423K 0.11% -453 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,723 $421K 0.14% -187 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $418K 0.11% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,656 $418K 0.17% -114,527 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,644 $417K 0.06% +200 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,601 $415K <0.01% +97 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $415K 0.13% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,599 $415K 0.1% -58 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,575 $414K 0.22% -26,586 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,560 $413K -1,742 Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,526 $411K 0.09% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,516 $411K 0.04% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 8,509 $410K 0.2% +1,838 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,505 $410K 0.01% +250 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,487 $409K 0.07% +57 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,462 $408K 0.19% -362 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,425 $406K 0.03% +406 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,416 $406K 0.31% -546 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,391 $405K 0.11% -503 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,386 $405K 0.08% -84 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 8,341 $402K <0.01% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,104 $398K 0.19% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,170 $394K <0.01% -292,530 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,161 $394K 0.04% new 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,159 $394K <0.01% -592 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $393K 0.05% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 8,108 $391K 0.15% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,097 $391K 0.12% -170 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 8,072 $389K 0.23% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,056 $389K 0.13% -25 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 7,996 $386K 0.08% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,929 $385K 0.19% -1,671 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 7,950 $384K 0.06% -932 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,942 $383K 0.03% -570 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,925 $382K <0.01% +2,346 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,873 $380K 0.05% +279 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $378K 0.14% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,826 $378K 0.16% +214 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $377K 0.07% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 7,815 $377K 0.18% +16 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 7,796 $376K 0.39% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,732 $374K 0.22% +237 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,745 $374K 0.05% -1,800 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,730 $373K 0.01% -33,194 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,704 $373K 0.04% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,578 $366K 0.06% -650 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,570 $365K 0.02% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,528 $363K 0.02% 0 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 7,525 $363K 0.04% +72 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 242,545 $362K 0.12% +34,453 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,259 $361K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,395 $357K 0.09% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,383 $356K 0.03% -2,737 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 7,366 $355K 0.32% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,353 $355K 0.03% -12,463 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 7,352 $355K 0.06% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,337 $354K 0.03% +1,037 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,314 $353K 0.1% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,279 $351K 0.04% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,275 $351K 0.03% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,271 $351K 0.13% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,237 $349K 0.24% -1,952 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,224 $348K 0.09% +108 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,219 $348K 0.04% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 7,214 $348K 0.23% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,200 $347K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,177 $346K 0.07% -3,300 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,152 $345K 0.04% -1,924 13F-HR Timeline American Trust More: the full row for American Trust 7,123 $344K 0.03% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 7,080 $342K <0.01% -2,349 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,069 $341K 0.04% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,059 $341K 0.11% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,049 $340K <0.01% -2,183 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,041 $340K 0.04% +1,610 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,004 $338K 0.01% -358 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,962 $336K 0.04% +1,249 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,944 $335K 0.01% -645 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,929 $334K 0.2% -395 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,891 $332K 0.08% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,889 $332K <0.01% -1,564 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,879 $332K 0.02% +280 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,872 $331K 0.1% +63 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,862 $331K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,848 $330K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,840 $330K 0.08% -1,500 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,820 $329K 0.09% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,794 $328K 0.2% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,765 $326K 0.11% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,733 $325K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,718 $324K 0.03% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,694 $323K 0.01% -301 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,687 $323K 0.23% -103 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 7,379 $322K 0.18% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,677 $322K 0.03% -540 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,641 $320K 0.04% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,619 $319K 0.06% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,598 $318K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,582 $318K 0.11% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,553 $316K 0.05% +63 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,529 $315K 0.07% -750 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,507 $314K 0.05% +100 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,464 $312K 0.16% +152 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,462 $312K 0.05% +2,395 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,439 $311K 0.04% -215 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,403 $309K 0.18% +375 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,400 $309K 0.32% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 6,338 $306K 0.17% -101 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,322 $305K 0.16% +748 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,310 $304K 0.08% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,304 $304K 0.12% +15 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,288 $303K 0.06% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,276 $303K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,271 $303K 0.01% -936 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,249 $301K 0.01% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,227 $301K 0.17% -24 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,237 $301K 0.05% -1,960 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,233 $301K 0.01% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,222 $300K 0.09% -1,097 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,176 $298K 0.07% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,160 $297K 0.13% -140 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,145 $296K 0.05% -986 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,126 $296K 0.18% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,108 $295K 0.06% -115 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,081 $293K 0.04% +268 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,080 $293K 0.16% +2 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,059 $292K 0.18% -885 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,042 $291K 0.04% +10 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,984 $290K 0.06% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,330 $290K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,009 $290K 0.02% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,000 $289K 0.01% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 6,000 $289K 0.21% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,991 $289K 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,987 $289K 0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,957 $288K 0.05% -25,125 13F-HR Timeline