Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,893 $891K 0.04% +14 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,890 $890K 0.39% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,887 $889K 0.05% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,882 $888K 0.13% +22 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,879 $887K 0.13% +25 13F-HR/A Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,879 $887K 0.52% 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,878 $886K 0.09% +191 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,877 $886K 0.29% +12 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,870 $884K 0.34% -263 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,867 $883K 0.22% +101 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,864 $882K 0.09% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,861 $881K 0.14% +145 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,853 $879K 0.17% +13 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,850 $878K 0.07% +2,114 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,849 $878K 0.29% +956 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,849 $878K 0.22% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,840 $875K 0.5% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,840 $875K 0.26% -10 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 2,835 $873K 0.52% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,684 $873K 0.05% +589 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,832 $872K 0.23% -276 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,831 $872K 0.26% -151 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,828 $871K 0.23% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,828 $871K 0.07% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,827 $871K 0.3% -3 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,824 $870K 0.11% +40 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,821 $869K 0.4% +181 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,817 $868K 0.22% 0 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 2,802 $863K 0.76% -9 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,801 $863K 0.2% -327 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,798 $862K 0.07% +44 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,796 $861K 0.29% +59 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,795 $861K 0.08% -274 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,794 $861K 0.76% +40 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,782 $857K 0.08% +20 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,771 $854K 0.56% +68 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,765 $853K 0.07% +45 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,767 $852K 0.03% -182 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,763 $851K 0.15% -120 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 2,762 $851K 0.62% +1 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,761 $851K 0.14% +54 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,761 $850K 0.35% -131 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,649 $850K 0.05% +42 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,755 $849K 0.6% -1,435 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,749 $847K 0.52% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,748 $846K 0.19% -1,038 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,745 $846K 0.26% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,744 $845K 0.04% +543 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,738 $843K 0.11% +203 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,736 $843K 0.06% -1,400 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,736 $843K 0.18% 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,730 $841K 0.23% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,727 $840K 0.61% -808 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,724 $839K 0.05% +928 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,721 $838K 0.62% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,720 $838K 0.38% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,713 $836K 0.11% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,704 $834K 0.26% +290 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 2,698 $831K 0.71% 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,697 $831K 0.15% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,694 $830K 0.3% -4,547 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,680 $826K 0.12% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,679 $825K 0.29% +19 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,671 $823K 0.17% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,666 $822K 0.32% +4 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,668 $822K 0.99% +49 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,666 $821K 0.34% +1 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,665 $821K 0.52% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,656 $818K 0.21% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,644 $815K 0.05% -305 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,644 $814K 0.06% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,642 $814K 0.4% +1 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,642 $814K 0.15% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,638 $813K 0.32% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,637 $812K 0.46% +166 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,618 $806K 0.63% +5 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,602 $801K 0.14% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,593 $799K 0.05% +24 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,592 $799K 0.2% +22 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,590 $798K 0.13% +432 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,588 $797K 0.16% +36 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,586 $797K 0.13% +2 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,579 $794K 0.27% -34 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,575 $794K 0.26% +122 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,577 $794K 0.37% +3 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,569 $792K 0.27% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,570 $792K 0.09% +37 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,564 $790K 0.36% +7 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,557 $788K 0.19% +402 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,556 $787K 0.3% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,554 $787K 0.2% +440 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,547 $785K 0.12% -24 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,547 $785K 0.07% +679 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,675 $782K 0.01% +1,144 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,537 $781K 2.02% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,537 $781K 0.03% -53 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,526 $778K 0.33% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,522 $777K 0.11% +764 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,389 $777K 0.04% -8 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,520 $776K 0.27% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,518 $776K 0.16% +344 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,518 $776K 0.25% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,387 $774K 0.07% -1 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,513 $774K 0.34% +164 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,508 $773K 0.1% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,505 $772K 0.19% +132 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,499 $770K 0.36% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,388 $766K 0.69% +67 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,484 $765K 0.26% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,483 $765K 0.03% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,471 $761K 0.03% +723 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,472 $761K 0.59% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,470 $761K 0.25% -103 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,465 $759K 0.26% -348 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,465 $759K 0.02% -32,671 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,460 $758K 0.14% -101 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,460 $758K 0.08% +1,277 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,460 $758K 0.1% -5 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,460 $758K 0.02% +129 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,448 $755K 0.07% +265 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,450 $755K 0.1% +55 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,449 $754K 0.04% -500 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,449 $754K 0.56% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,446 $753K 0.17% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,437 $751K 0.38% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,435 $750K 0.02% +232 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,433 $750K 0.44% +1 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,432 $749K 0.39% +35 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,433 $749K 0.38% -100 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,433 $749K 0.08% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,430 $749K 0.1% +39 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,430 $748K 0.14% +147 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,428 $748K 0.18% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,425 $747K 0.13% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,425 $747K 0.73% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,423 $746K 0.05% +232 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,422 $746K 0.21% +131 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,413 $743K 0.07% -25 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,407 $742K 0.07% -122 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,409 $742K 0.18% -214 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,409 $742K 0.28% +116 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,408 $742K 0.83% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,407 $742K 0.19% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,401 $740K 0.04% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,399 $739K 0.03% +485 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,399 $739K 0.3% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,399 $739K 0.08% +8 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,399 $739K 0.1% -13 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,301 $739K 0.29% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,395 $738K 0.27% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,392 $737K 0.12% +399 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,390 $736K 0.06% +33 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,390 $736K 0.66% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,386 $735K 0.47% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,382 $734K 0.43% +2 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,379 $733K 0.02% +71 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,373 $731K 0.17% 0 13F-HR/A Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,372 $731K 0.14% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,371 $730K 0.08% -40,167 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 2,369 $730K 0.1% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,366 $729K 0.06% +737 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,360 $727K 0.36% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,360 $727K 0.09% -451 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,356 $726K 0.26% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,354 $725K 0.11% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 2,343 $722K 0.38% -230 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,341 $721K 0.05% -488 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,341 $721K 0.05% -820 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,340 $721K 0.26% +388 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,337 $720K 0.12% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,336 $720K 0.4% +1,403 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,336 $720K 0.2% -16,721 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,246 $719K 0.09% -14 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,334 $719K 0.21% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,333 $719K 0.17% +1,852 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,333 $719K 0.26% +307 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,327 $717K 0.17% +303 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,325 $716K 0.71% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,323 $716K 0.06% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,323 $715K 0.52% -49 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,321 $715K 0.32% +207 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,316 $713K 0.15% +25 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,315 $713K 0.35% +2 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,290 $705K 0.08% -276 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,289 $705K 0.06% +682 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,286 $704K 0.21% -445 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,285 $704K 0.16% -124 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,278 $702K 0.07% -183 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,278 $702K 0.24% -68 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,276 $701K 0.1% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,276 $701K 0.23% -19 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,270 $699K 0.15% -15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,267 $699K 0.07% +100 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,263 $698K 0.06% -61 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,265 $698K 0.32% 0 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,261 $696K 0.05% 0 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,253 $694K 0.13% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,253 $694K 0.27% +17 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,253 $694K 0.55% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,250 $694K 0.37% 0 13F-HR Timeline