Security National Bank More: the full row for Security National Bank 4,311 $370K 0.05% +209 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,302 $369K 0.11% +923 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,280 $367K 0.03% new 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 4,276 $367K 1.05% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,255 $365K 0.09% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,252 $365K <0.01% -125 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,244 $364K 0.35% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,197 $360K 0.05% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,187 $359K 0.23% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,141 $355K 0.1% +2,951 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,130 $354K 0.01% -385 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,698 $354K 0.09% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,108 $352K 0.13% -36 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,608 $351K 0.16% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,070 $349K 0.03% +420 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,803 $348K 0.05% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,054 $348K <0.01% +304 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 4,049 $347K 0.04% -1,084 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,014 $344K 0.15% +27 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,002 $343K 0.04% -280 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,000 $343K 0.1% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,000 $343K 0.14% -450 13F-HR/A Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,000 $343K 0.02% -2,000 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3,990 $342K 0.02% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,956 $339K 0.34% -78 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,927 $337K 0.09% -881 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,917 $336K 0.01% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,906 $335K 0.01% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,878 $333K 0.08% +286 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,589 $332K 0.07% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,860 $331K 0.2% -4,133 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 3,800 $326K 0.1% +600 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,799 $326K 0.23% +79 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,786 $325K 0.04% +925 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,784 $325K 0.01% +2,141 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,760 $322K 0.06% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,750 $322K 0.13% -1,200 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,004 $321K 0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,740 $321K 0.09% -219 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,738 $321K 0.09% -99 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,732 $320K 0.05% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,726 $320K 0.05% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,723 $319K 0.04% -173 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,717 $319K 0.06% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,702 $318K 0.17% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,687 $316K 0.02% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,685 $316K 0.16% -150 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,665 $314K 0.14% -64 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,651 $313K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,594 $308K 0.03% +576 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,584 $307K 0.02% +38 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,565 $306K 0.03% +214 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,557 $305K 0.01% -163 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,553 $305K 0.01% -557 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,547 $304K 0.1% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,543 $304K 0.24% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,540 $304K 0.01% -203 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,526 $302K 0.08% -358 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 3,502 $300K 0.01% +407 13F-HR Timeline Group INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3,500 $300K 0.08% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,458 $297K 0.12% +400 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,421 $293K 0.02% +585 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,420 $293K 0.26% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,391 $291K 0.02% +167 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,370 $289K 0.17% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,334 $286K 0.21% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,307 $284K 0.19% +1,848 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,302 $283K 0.01% -529 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,301 $283K 0.1% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,300 $283K 0.22% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,293 $282K 0.13% +4 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,282 $281K 0.01% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,274 $281K 0.06% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,237 $278K 0.07% 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,224 $277K 0.09% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,214 $276K 0.02% -2,058 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,215 $276K 0.01% -18 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,200 $274K 0.63% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,186 $273K 0.02% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,184 $273K 0.2% +58 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,181 $273K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,173 $272K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,150 $270K 0.08% -342 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,777 $270K 0.02% -18 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,107 $266K 0.02% +21 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,100 $266K <0.01% +446 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,094 $265K 0.03% -1,303 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,069 $263K 0.02% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,060 $262K 0.03% +170 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,058 $262K <0.01% -770 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,055 $262K 0.23% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,052 $262K 0.08% -3,590 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,051 $262K 0.07% +1 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,050 $262K <0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,237 $259K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,004 $258K 0.03% -1 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,003 $258K 0.02% 0 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 3,000 $257K 0.22% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,000 $257K 0.02% 0 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 2,975 $255K 0.01% -525 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,960 $254K 0.07% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,955 $253K 0.08% -20 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,950 $253K 0.14% +52 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,930 $251K 0.11% +440 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,911 $250K 0.16% +56 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,887 $248K <0.01% new 13F-HR Timeline Group Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,884 $247K 0.22% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,882 $247K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,850 $245K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,763 $244K 0.02% +1,473 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,846 $244K 0.03% +4 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 2,828 $243K 0.18% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,822 $242K 0.01% -32 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,817 $242K 0.02% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,795 $240K 0.02% -145 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,730 $234K 0.24% -3,938 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,687 $230K 0.07% -118 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,685 $230K 0.12% +10 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,678 $230K 0.14% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,675 $229K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,668 $229K 0.02% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,630 $226K 0.01% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,627 $225K 0.15% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,625 $225K 0.09% -550 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,622 $225K 0.11% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,603 $223K 0.01% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,564 $220K 0.04% -75 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,564 $220K 0.14% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,562 $220K 0.11% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,557 $219K 0.02% -1,302 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,550 $219K 0.13% new 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 2,547 $218K 0.11% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,537 $218K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,532 $217K 0.01% -1,390 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,532 $217K 0.1% -390 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,526 $217K 0.04% -107,474 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,520 $216K 0.02% 0 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 2,504 $215K 0.01% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,503 $215K 0.04% -1,404 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,500 $214K 0.09% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,500 $214K 0.03% -250 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,500 $214K 0.04% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,500 $214K 0.02% new 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,500 $214K 0.04% new 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 2,476 $212K 0.11% 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,459 $211K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,457 $211K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,451 $210K <0.01% +117 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,450 $210K 0.1% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,436 $209K 0.05% new 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 2,423 $208K 0.12% new 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 2,171 $208K 0.14% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,422 $208K 0.04% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,410 $207K 0.05% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,405 $206K 0.05% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,403 $206K 0.02% 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,400 $206K 0.02% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,400 $206K 0.03% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,311 $204K <0.01% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,383 $204K 0.07% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,367 $203K 0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,367 $203K 0.06% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,366 $203K 0.03% -26 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,366 $203K 0.08% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,359 $202K 0.06% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,356 $202K 0.04% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,355 $202K 0.02% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,346 $202K 0.01% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,080 $201K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,333 $200K 0.02% -250 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,312 $198K 0.08% +10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,300 $197K 0.07% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,234 $192K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,216 $190K 0.06% +5 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,210 $190K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,207 $189K 0.01% +1 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,097 $180K 0.02% +1,518 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,061 $177K 0.03% -1,600 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,000 $172K 0.01% -2,043 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,986 $170K 0.03% -1,049 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,910 $164K 0.16% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,900 $163K <0.01% -10,000 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,865 $160K 0.07% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,851 $159K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,809 $155K <0.01% +952 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,795 $154K 0.08% -301 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,755 $151K 0.08% +226 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,750 $150K 0.13% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,701 $146K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,658 $142K 0.07% +3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,507 $139K <0.01% +1,142 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,610 $138K 0.07% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,600 $137K 0.05% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,600 $137K 0.12% 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,590 $136K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,552 $133K <0.01% -660 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,551 $133K 0.04% +7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,500 $129K 0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,500 $129K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,500 $129K 0.01% new 13F-HR Timeline