Optas, LLC More: the full row for Optas, LLC 5,422 $235K 0.04% +32 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,412 $235K <0.01% +299 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,408 $235K 0.11% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,404 $235K 0.08% +49 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,356 $233K 0.02% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,369 $233K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,365 $233K 0.02% -132 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,355 $233K 0.07% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,340 $232K 0.05% -22 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,302 $230K 0.03% +746 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,301 $230K 0.02% +281 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,258 $228K 0.12% -262 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,258 $228K 0.02% -106 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,250 $228K 0.02% -519 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,228 $227K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,214 $226K 0.03% -478 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,196 $226K 0.07% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,180 $225K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,167 $224K 0.01% +61 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,153 $224K 0.01% +102 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,148 $224K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,138 $223K 0.01% -200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,118 $222K <0.01% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,872 $222K 0.22% -305 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,098 $221K 0.02% -15 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,090 $221K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,077 $220K 0.01% -13,035 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,030 $218K 0.07% +229 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,024 $218K 0.01% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,022 $218K 0.12% +56 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,010 $218K 0.02% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5,009 $217K 0.07% +2,574 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,008 $217K 0.08% 0 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 5,000 $217K 0.03% -41 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,000 $217K 0.05% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,979 $216K 0.16% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 4,972 $216K 0.05% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,970 $216K 0.06% +4,000 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,940 $214K 0.01% +579 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,848 $213K 0.01% +78 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 4,900 $213K 0.08% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,888 $212K 0.02% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,880 $212K 0.1% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,876 $212K <0.01% +1,465 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,912 $212K 0.03% new 13F-HR/A Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,869 $211K 0.16% -3,731 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,867 $211K 0.03% +364 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,854 $211K 0.01% -69 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 4,851 $211K 0.06% +27 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,848 $211K 0.01% +100 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,845 $210K 0.01% -4,355 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,834 $210K <0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,793 $208K 0.01% +28 13F-HR/A Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,788 $208K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,775 $207K 0.08% +119 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,736 $206K 0.01% +10 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,729 $205K <0.01% +23 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,723 $205K 0.03% -35 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,701 $204K 0.01% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,688 $204K 0.08% +43 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,680 $203K 0.09% -41 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,666 $203K 0.03% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,659 $202K 0.04% +2 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,632 $201K 0.15% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,635 $201K 0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,610 $200K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,602 $200K 0.01% +2,195 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,600 $200K 0.05% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 4,578 $199K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,458 $194K 0.02% +43 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,387 $190K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,320 $188K 0.05% +3,232 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,289 $186K 0.01% +2,025 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 4,251 $185K 0.12% -78 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,174 $181K 0.09% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,132 $175K 0.05% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,971 $172K <0.01% -48 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,826 $166K 0.03% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,576 $155K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,535 $153K 0.02% +77 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,521 $153K 0.09% +32 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,490 $152K 0.01% -142 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,485 $151K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,434 $149K 0.09% -2,843 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,430 $149K 0.14% +1,000 13F-HR/A Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,394 $147K 0.1% +3,164 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,389 $147K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,420 $147K 0.01% +689 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,346 $145K <0.01% +887 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,304 $142K 0.08% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,964 $139K 0.13% +1,120 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,172 $138K 0.04% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,077 $134K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,062 $133K 0.06% +293 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,961 $129K 0.01% -240,039 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,912 $126K 0.03% +455 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,886 $125K 0.08% +211 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,780 $121K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,720 $118K 0.08% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,650 $115K 0.04% -542 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 2,641 $115K <0.01% +1,898 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,635 $114K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,581 $112K 0.08% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,488 $108K 0.02% +142 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,455 $107K <0.01% +1,317 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,433 $106K <0.01% -447 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,413 $105K <0.01% -141 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,373 $103K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,372 $103K 0.04% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,350 $102K 0.09% +200 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,322 $101K <0.01% +1,676 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,221 $96.4K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,218 $96.3K 0.05% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,183 $94.8K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,164 $94K 0.01% +225 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,162 $93.9K 0.01% -9 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,046 $88.8K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,024 $87.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,942 $84.3K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,944 $84K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,910 $82.9K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,894 $82.2K 0.01% -62 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,883 $82K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,780 $79.5K 0.02% +452 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,692 $77K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,730 $75.1K <0.01% +64 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,703 $74K <0.01% -348 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,679 $72.9K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,650 $71.6K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,637 $71.1K 0.01% +62 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,630 $70.8K <0.01% +161 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,602 $69.6K 0.01% 0 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,599 $69.4K 0.02% -290 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,493 $64.8K 0.01% -6,045 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,433 $62.2K 0.05% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,422 $61.7K 0.01% -122 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,411 $61.3K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,392 $60K <0.01% +456 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,295 $56.2K <0.01% +773 13F-HR Timeline City State Bank More: the full row for City State Bank 1,291 $56.1K 0.02% -10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,286 $55.8K 0.02% -2,944 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,275 $55.4K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,268 $55.1K 0.01% -94 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,230 $53.4K 0.01% -145 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,216 $52.8K <0.01% +19 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,216 $52.8K 0.01% +12 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,216 $52.8K <0.01% +521 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,189 $51.6K <0.01% +810 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,180 $51.2K 0.04% +10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,119 $48.6K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,122 $48K <0.01% +9 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,100 $47.8K 0.02% 0 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,099 $47.7K <0.01% +430 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,083 $47K 0.01% +154 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,048 $45.5K 0.02% -661 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $43.4K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,205 $43.3K 0.48% +1,183 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 989 $42.9K -149 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 986 $42K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 939 $40.8K <0.01% -326 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 906 $39.3K 0.05% 0 13F-HR/A Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 900 $39.1K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 898 $39K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 893 $38.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 883 $38.3K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 872 $37.9K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 867 $37.6K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 854 $37K 0.01% +2 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 850 $36.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 851 $36.2K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 832 $36.1K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $34.7K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 798 $34.7K 0.06% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 781 $33.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 778 $33.8K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 760 $33K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 750 $32.6K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 748 $32.5K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 733 $31.8K 0.01% -29 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 694 $31K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 704 $30.6K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 700 $30K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 685 $29.7K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 674 $29.3K <0.01% new 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 670 $29.1K 0.02% +335 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 670 $29.1K <0.01% +6 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 656 $28.5K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 532 $23.1K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 529 $23K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 516 $22.4K <0.01% +278 13F-HR Timeline