Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,680 $239K 0.08% +2,840 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,630 $236K 0.12% +2,815 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,628 $236K 0.03% +2,788 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,606 $236K 0.01% +2,803 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,616 $236K 0.18% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,612 $236K <0.01% +2,383 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,604 $235K 0.03% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,593 $235K 0.05% +2,796 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,592 $235K 0.01% -1,870 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,558 $233K 0.07% +2,810 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,550 $233K 0.05% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,538 $233K 0.07% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,528 $232K 0.14% +2,764 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage⦠More: the full row for Morningstar Investment Management LLC 5,534 $232K 0.02% new 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 5,470 $230K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,456 $229K 0.05% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,447 $229K 0.08% +2,850 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,439 $228K <0.01% +2,743 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,409 $227K 0.02% -400 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,407 $227K 0.05% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,400 $227K 0.09% +2,700 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,396 $227K 0.07% +2,316 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,284 $226K 0.12% +2,318 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,373 $226K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,361 $225K 0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,324 $224K 0.01% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,316 $223K 0.01% +2,683 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,314 $223K 0.01% +2,657 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,300 $223K 0.07% +2,650 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,267 $221K 0.01% +2,610 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,263 $221K 0.02% +2,430 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,222 $220K 0.02% +2,593 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,234 $220K 0.01% +2,117 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,228 $220K 0.06% +2,564 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,141 $216K 0.04% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,124 $215K 0.14% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 5,124 $215K 0.08% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,109 $215K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,070 $213K 0.01% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,030 $211K 0.03% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,024 $211K 0.06% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,014 $211K 0.17% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,004 $210K 0.02% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,988 $209K 0.05% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,973 $209K 0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,934 $207K 0.06% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,929 $207K 0.02% +1,944 13F-HR/A Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 4,896 $206K <0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,888 $205K <0.01% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,870 $205K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,850 $204K 0.12% +2,026 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,842 $203K <0.01% +1,868 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,839 $203K 0.02% +2,009 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,826 $203K 0.05% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 4,824 $203K 0.09% +2,397 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,824 $203K 0.5% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,818 $202K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,803 $202K 0.04% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,785 $201K 0.03% +2,017 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,772 $200K 0.01% -2,214 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,644 $199K 0.04% +1,499 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,632 $195K 0.09% +2,316 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,622 $194K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,619 $194K 0.04% +3,679 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,480 $188K <0.01% +434 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,416 $185K 0.03% +2,208 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,287 $180K 0.09% +2,207 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,251 $179K 0.02% +2,210 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,098 $172K 0.16% +1,930 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,020 $169K 0.21% +2,040 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,000 $168K 0.02% +2,000 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,998 $168K 0.01% +2,648 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT ⦠More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,958 $166K 0.01% +1,974 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,772 $158K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,650 $156K 0.09% +1,825 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $151K 0.02% +1,800 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,482 $146K 0.01% +1,737 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,420 $144K <0.01% +1,931 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,379 $142K 0.01% new 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber⦠More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,340 $140K 0.04% +1,670 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,946 $136K 0.11% +1,473 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,200 $134K <0.01% +1,600 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,967 $125K 0.09% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,893 $121K 0.03% +1,454 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,817 $118K 0.06% +591 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,800 $118K 0.06% +1,400 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,800 $118K 0.07% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,710 $114K 0.01% +1,355 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,698 $113K 0.04% +1,349 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,627 $110K 0.01% +1,298 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,606 $109K 0.02% +1,303 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,590 $109K 0.07% +1,361 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,548 $107K <0.01% +1,423 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,522 $106K 0.06% +1,261 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,483 $104K 0.04% +1,243 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,480 $104K 0.07% +1,240 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,400 $101K 0.03% +1,200 13F-HR Timeline MJT & Associates Financial Advisory Gro⦠More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,400 $101K 0.13% +1,200 13F-HR/A 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 2,250 $94.5K <0.01% +691 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,108 $88.5K 0.01% +1,479 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,093 $87.9K <0.01% -18,236 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,880 $86.7K 0.06% +940 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,058 $86.4K 0.01% +1,029 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,050 $86.1K 0.01% +1,025 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,002 $84.1K 0.03% +1,001 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,969 $82.7K <0.01% +985 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN⦠More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,958 $82.2K <0.01% +979 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,915 $80.4K <0.01% +925 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,902 $79.9K 0.01% +1,037 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,814 $76.2K 0.01% +1,007 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,757 $73.8K 0.01% +872 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,732 $72.8K <0.01% -534 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,730 $72.7K 0.02% +1,400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,672 $70.2K 0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,600 $67.2K <0.01% +770 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,532 $65.7K 0.01% +1,487 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,545 $64.9K 0.03% +776 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,408 $59.1K <0.01% +779 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,388 $58.3K 0.01% +498 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,358 $57K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,352 $56.8K 0.01% +676 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,312 $55.1K <0.01% +876 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,300 $54.6K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT⦠More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,276 $53.6K <0.01% +644 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,230 $51.7K 0.03% +981 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,200 $50.4K 0.01% +517 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,200 $50.4K 0.04% +600 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,170 $49.1K 0.02% +585 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,128 $47.4K 0.01% +564 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,124 $47.2K 0.02% +562 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,114 $46.8K 0.02% +557 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU⦠More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,100 $46.2K 0.01% +550 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,082 $45.4K <0.01% +440 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,035 $43.5K <0.01% +450 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,005 $42K 0.01% +579 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,000 $42K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 982 $41.9K <0.01% +491 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 996 $41.8K <0.01% +444 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 984 $41.3K 0.01% +511 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 939 $39.4K 0.01% +488 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 921 $38.7K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 880 $37K <0.01% +440 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 869 $36.5K 0.02% +437 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 844 $35.4K 0.01% +604 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Manitou Investment Management Ltd. 784 $32.9K 0.01% +392 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 762 $32K <0.01% +479 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 750 $31.5K <0.01% +735 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 646 $31.3K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 739 $31K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 734 $30.8K <0.01% +582 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 714 $30K <0.01% +474 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 712 $29.9K <0.01% +349 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 702 $29.5K <0.01% +342 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 696 $29.2K 0.01% +348 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 696 $29.2K <0.01% +348 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 648 $27.2K 0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 652 $27K <0.01% -148 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 642 $27K 0.01% +339 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 597 $25.1K <0.01% +300 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 585 $24.6K 0.02% +293 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 584 $24.5K 0.03% +292 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 574 $24.1K 0.01% +287 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 572 $24K <0.01% +286 13F-HR Timeline Mowery & Schoenfeld Wealth Management, ⦠More: the full row for Mowery & Schoenfeld Wealth Management, LLC 548 $23K 0.04% +274 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 544 $22.8K 0.01% +272 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 530 $22.3K 0.01% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 524 $22K 0.02% +262 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 518 $21.8K 0.01% -4,161 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 518 $21.8K <0.01% +256 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 510 $21.4K <0.01% +255 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 506 $21.3K <0.01% +394 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 505 $21.2K 0.01% +235 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $21K <0.01% +250 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 500 $21K 0.01% +250 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 479 $20.1K 0.01% +227 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 470 $19.8K 0.01% +235 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 468 $19.7K 0.02% +234 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 411 $19.2K <0.01% +211 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 444 $18.6K 0.01% +227 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 440 $18.5K 0.01% +220 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 400 $18.5K 0.01% +200 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 431 $18.1K <0.01% -597 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 412 $17.3K 0.01% +270 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 404 $17K <0.01% +202 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 400 $16.8K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 400 $16.8K <0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 400 $16.8K <0.01% +200 13F-HR Timeline City State Bank More: the full row for City State Bank 400 $16.8K 0.01% +200 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 400 $16.8K 0.01% +320 13F-HR/A Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 376 $15.8K 0.01% +188 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 374 $15.7K <0.01% +255 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 374 $15.7K <0.01% +314 13F-HR Timeline