McLean Asset Management Corp More: the full row for McLean Asset Management Corp 740 $259K 0.07% -699 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 665 $259K 0.06% -67 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 662 $258K 0.13% +116 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 658 $256K <0.01% -4,620 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,631 $256K 0.03% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 655 $255K 0.02% -1 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 654 $254K 0.11% -264 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 650 $253K 0.16% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 650 $253K 0.11% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 649 $253K 0.2% +2 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 649 $252K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 644 $251K 0.02% +177 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 644 $250K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 643 $250K 0.06% -23 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 643 $250K 0.16% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 640 $249K 0.01% -61 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 640 $249K 0.13% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 639 $249K 0.03% -346 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 639 $249K 0.05% -1 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 638 $248K 0.08% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 636 $247K 0.06% +3 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 629 $245K 0.03% +72 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 707 $245K 0.04% +33 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 628 $244K 0.08% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 627 $244K 0.02% -48 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 625 $243K 0.18% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 625 $243K 0.15% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 624 $243K 0.02% -116 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 622 $242K 0.05% +39 13F-HR/A Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 622 $242K <0.01% +87 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 621 $242K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 621 $242K 0.03% +59 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 694 $241K 0.09% +158 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 619 $241K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 618 $240K 0.02% -4 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 618 $240K 0.14% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 618 $240K <0.01% new 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 618 $240K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 618 $240K 0.01% -163 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 616 $239K 0.02% +188 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 615 $239K 0.12% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 610 $237K 0.17% -3 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 609 $237K 0.14% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 609 $237K 0.09% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 606 $236K 0.01% -107 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 604 $235K 0.01% +303 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 604 $235K 0.03% new 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 603 $235K 0.2% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 601 $234K 0.07% -16 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 600 $234K 0.01% -2,988 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 600 $233K 0.08% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 600 $233K 0.03% -136 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 600 $233K 0.22% 0 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 598 $233K 0.02% -564 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 598 $233K 0.12% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 596 $232K <0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 589 $229K 0.01% +60 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 580 $225K 0.07% -164 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 578 $225K 0.01% +1 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 578 $225K 0.02% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 575 $224K 0.06% -12 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 575 $224K 0.06% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 574 $223K 0.03% -2 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 510 $222K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 570 $222K 0.01% -118 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 569 $221K 0.02% +55 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 568 $221K 0.04% -48 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 564 $220K 0.01% -280 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 560 $218K 0.06% -3 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 559 $217K 0.1% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 558 $217K 0.09% +10 13F-HR Timeline American Trust More: the full row for American Trust 558 $217K 0.02% -69 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 556 $216K <0.01% +273 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 555 $216K 0.02% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 553 $215K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 553 $215K 0.01% +33 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 553 $215K 0.1% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 775 $215K 0.04% -4 13F-HR/A Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 551 $214K 0.02% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 551 $214K 0.03% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 550 $214K 0.09% -4 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 543 $211K 0.08% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 542 $211K 0.01% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 542 $211K 0.11% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 541 $210K 0.1% +2 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 540 $210K 0.06% -209 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 538 $209K 0.01% +41 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 538 $209K 0.04% -19 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 537 $209K 0.05% -22 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 535 $208K 0.05% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 535 $208K 0.18% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 720 $208K 0.02% +148 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 532 $207K 0.01% -7,157 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 532 $207K 0.02% -6,638 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 530 $206K 0.05% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 529 $206K 0.15% -49 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 529 $206K 0.06% -28 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 529 $205K 0.01% -2,264 13F-HR Timeline TOBAM More: the full row for TOBAM 528 $205K 0.08% +426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 526 $205K <0.01% -100 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 526 $205K 0.05% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 526 $204K 0.07% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 525 $204K 0.01% +63 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 522 $203K <0.01% -44 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 575 $201K 0.04% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 517 $201K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 517 $201K 0.02% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 516 $201K 0.08% -206,090 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 515 $200K 0.03% -200 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 511 $199K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 501 $194K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 488 $190K 0.11% -161 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 485 $189K 0.01% -273 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 466 $181K 0.01% +122 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 445 $173K 0.17% -17 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 440 $171K 0.16% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 425 $167K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 390 $152K 0.03% -182 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 380 $148K 0.04% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 380 $148K 0.15% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 378 $147K 0.04% -25 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 375 $146K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 370 $144K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 360 $140K 0.04% +307 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 360 $140K 0.02% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 350 $136K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 349 $136K 0.02% +224 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 340 $132K 0.01% -9 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 341 $132K 0.02% -10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 335 $130K 0.01% -402 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 333 $130K 0.1% -11 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 327 $127K 0.02% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 359 $124K 0.03% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 319 $124K <0.01% -2,211 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 317 $123K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 312 $121K 0.01% -15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 309 $120K 0.04% +7 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 301 $117K 2.27% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 300 $117K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 300 $117K 0.05% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $117K 0.11% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 291 $113K 0.01% -9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 289 $112K <0.01% -173 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 282 $110K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 280 $109K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 278 $108K 0.05% +55 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 277 $108K <0.01% +149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 276 $107K 0.1% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 263 $102K 0.02% +91 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 259 $101K 0.01% -7 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 257 $100K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 252 $98K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $97.2K 0.02% -150 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 249 $96.9K <0.01% -75 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 245 $95.3K 0.01% -93 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 242 $94.1K 0.03% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 242 $94K 0.04% +4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 241 $93.7K 0.05% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 240 $93.5K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 237 $92.2K <0.01% +25 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 236 $91K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 233 $90.7K <0.01% +11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 223 $86.7K <0.01% +43 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 220 $86K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 216 $84K 0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 217 $84K <0.01% +30 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 216 $84K 0.01% -14 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 206 $80K 0.01% -14 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 235 $77.9K <0.01% +42 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 195 $75.8K 0.03% +25 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 193 $75.2K 0.01% -4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 186 $72K 0.02% -13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 180 $70K 0.05% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 175 $68.1K <0.01% -45,983 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 176 $68K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 172 $66.9K <0.01% +9 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 170 $66.1K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 168 $65.4K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 168 $65.3K 0.02% +4 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 164 $63.8K 5.82% -820 13F-HR Timeline City State Bank More: the full row for City State Bank 160 $62.2K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 156 $60.7K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 150 $59.4K 0.01% -32 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 152 $59.1K 0.02% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 150 $58.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 150 $58K <0.01% -57 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 150 $58K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 147 $57.2K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 140 $54.5K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 135 $52.5K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 127 $49.4K 0.02% +25 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 134 $46.9K <0.01% -1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 117 $45.5K 0.03% -12 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 113 $43.9K 0.04% -113 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 110 $42.8K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 110 $42.8K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 108 $42.6K 0.02% +1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 109 $42.4K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 104 $40.5K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 $38.9K 0.01% 0 13F-HR Timeline