Choate Investment Advisors More: the full row for Choate Investment Advisors 5,222 $297K 0.01% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,197 $295K 0.02% -496 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,179 $294K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,146 $292K 0.05% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,126 $291K 0.02% +23 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,120 $291K 0.01% +153 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,118 $291K <0.01% -871 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,100 $290K 0.04% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 5,100 $290K 0.28% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,093 $289K 0.08% -57 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,092 $289K 0.02% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,092 $289K 0.03% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,082 $289K 0.05% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,055 $287K 0.12% -2,193 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,061 $287K 0.09% -101 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,017 $285K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,001 $284K <0.01% -247 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 5,000 $284K 0.02% 0 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 5,000 $284K 0.07% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,000 $284K 0.06% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,988 $283K 0.03% +940 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,977 $283K 0.03% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,969 $282K 0.06% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,960 $282K 0.13% 0 13F-HR/A Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,936 $280K 0.17% -5,881 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,925 $280K 0.08% -88 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,922 $280K 0.01% -3,049 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,596 $278K 0.03% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,900 $278K 0.25% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,881 $277K 0.03% +300 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,877 $277K 0.06% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,867 $276K 0.03% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,866 $276K 0.23% +781 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,831 $274K 0.04% +302 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,819 $274K 0.01% +2,174 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,810 $273K 0.62% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,802 $273K 0.04% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,801 $273K 0.12% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 4,967 $272K 0.09% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5,083 $271K 0.12% -790 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,772 $271K 0.14% +85 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,758 $270K <0.01% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,753 $270K 0.06% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,750 $270K 0.02% -200 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,050 $270K 0.17% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,745 $269K 0.13% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,695 $267K 0.03% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,681 $266K 0.07% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,667 $265K 0.04% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,662 $265K 0.07% -105 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,640 $264K <0.01% -50 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,623 $263K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,620 $262K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,609 $262K 0.11% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,574 $260K 0.12% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,568 $259K 0.03% -45 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,538 $257K <0.01% +1,461 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 4,518 $257K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,499 $255K 0.01% -124 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,498 $255K <0.01% -8,417 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 4,489 $255K 0.2% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,479 $254K 0.01% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,451 $253K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,445 $252K 0.17% +1,360 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,445 $252K 0.01% +252 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,415 $251K 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,408 $250K 0.04% +272 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,392 $249K 0.04% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,905 $249K 0.07% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,700 $249K 0.1% -75 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 4,372 $248K 0.18% -54 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,368 $248K <0.01% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,359 $248K 0.04% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,359 $248K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,292 $246K 0.01% +1,911 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,310 $245K 0.02% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 4,309 $245K 0.3% -274,775 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,303 $244K <0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,263 $242K 0.01% +600 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,255 $242K 0.04% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,248 $241K 0.01% new 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,239 $241K <0.01% +80 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,236 $241K 0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,234 $240K 0.06% -528 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,224 $240K 0.07% -559 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,213 $239K 0.02% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,625 $239K 0.1% -4,676 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,204 $239K 0.1% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,188 $238K 0.16% +60 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,186 $238K 0.01% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,171 $237K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,152 $236K 0.02% +339 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,151 $236K 0.23% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,117 $234K 0.22% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,100 $233K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,100 $233K 0.21% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,100 $233K 0.08% -7,800 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,072 $231K 0.08% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,051 $230K 0.03% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 4,048 $230K 0.2% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,043 $230K 0.1% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,039 $229K 0.02% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,026 $229K 0.05% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,025 $229K 0.08% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,023 $228K 0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,022 $228K 0.03% -6,671 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,017 $228K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,003 $227K 0.11% +876 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,000 $227K 0.08% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,995 $227K 0.06% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,559 $226K 0.08% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,980 $226K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,964 $225K 0.02% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,955 $225K 0.05% -273 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,950 $224K 0.03% -10 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,942 $224K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,940 $224K 0.01% -1,496 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,929 $223K 0.04% -6,560 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,925 $223K 0.05% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,165 $221K 0.1% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,885 $221K 0.1% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,883 $221K 0.03% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,025 $220K 0.01% new 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,853 $219K 0.16% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,852 $219K 0.09% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,851 $219K 0.16% +250 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 3,843 $218K 0.21% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,838 $218K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,830 $218K 0.04% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,820 $217K 0.06% +1,770 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,787 $215K 0.11% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 3,777 $214K 0.09% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,775 $214K 0.07% -112 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,761 $214K 0.13% new 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,753 $213K 0.19% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,710 $211K 0.14% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,686 $209K 0.18% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,681 $209K 0.08% -3 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,664 $208K <0.01% -180 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,656 $208K 0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 3,642 $207K 0.09% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,626 $206K 0.03% 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,278 $205K 0.11% new 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,617 $205K 0.14% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,616 $205K <0.01% -100 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,615 $205K 0.01% -375,850 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,613 $205K 0.02% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,612 $205K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,737 $205K 0.23% -3,640 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,596 $204K 0.18% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,593 $204K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,579 $203K 0.01% -383 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,545 $201K <0.01% -300 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,533 $201K <0.01% new 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,530 $200K 0.06% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,528 $200K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,470 $197K 0.03% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,394 $193K 0.07% +120 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,375 $192K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,344 $191K 0.06% -44 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,284 $187K 0.02% +2,612 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,277 $186K 0.04% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,260 $185K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,188 $181K 0.01% +21 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 3,133 $178K 0.09% -886 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,075 $175K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,934 $167K 1.27% -2,419 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,901 $165K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,820 $160K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,789 $158K 0.05% 0 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,743 $156K 0.01% +142 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,689 $153K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,652 $151K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,640 $150K 0.04% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,526 $143K 0.04% -302,313 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 2,515 $143K 0.03% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,450 $139K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,439 $139K 0.01% +821 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,430 $138K 0.04% +15 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,415 $137K 0.01% -1,113 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,375 $135K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,290 $130K 0.03% +60 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,280 $129K 0.01% -684 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,270 $129K 0.09% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,256 $128K 0.04% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 2,200 $125K 0.09% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,183 $124K 0.09% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,174 $123K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,072 $118K 0.12% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,050 $116K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,991 $114K <0.01% +619 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 2,005 $114K 0.03% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $114K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,910 $108K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,875 $106K 0.03% -201 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,842 $105K <0.01% 0 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,841 $105K 0.08% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,840 $104K 0.04% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,827 $104K 0.09% -1,791 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,767 $101K 0.08% 0 13F-HR Timeline