Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,091 $286K 0.05% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,076 $285K 0.08% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,070 $284K 0.1% -84 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,059 $283K 0.02% +42 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,045 $281K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,043 $281K 0.01% -296 13F-HR Timeline Group 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 3,015 $278K 0.01% -571 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,007 $278K 0.04% +437 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,007 $278K 0.04% +217 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,005 $278K 0.18% 0 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,003 $277K 0.06% +53 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,996 $277K 0.08% +21 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,985 $276K 0.01% -58 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,979 $275K 0.02% -270 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,952 $273K 0.03% +72 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,945 $272K 0.1% -216 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,936 $271K 0.05% +195 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,931 $271K 0.29% 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,920 $270K 0.23% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,900 $269K 0.12% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,912 $269K 0.04% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,989 $269K 0.26% 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,900 $268K 0.01% +300 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,883 $266K 0.06% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,874 $265K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,867 $265K 0.03% -1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,864 $265K 0.05% +320 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,721 $264K 0.12% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,816 $260K 0.1% +152 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,815 $260K 0.01% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,809 $259K 0.03% -47 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,796 $258K 0.05% -667 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,780 $257K 0.08% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,765 $255K 0.07% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,764 $255K 0.01% +251 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,760 $255K 0.16% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,750 $254K 0.02% +192 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,740 $253K 0.03% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,008 $252K 0.08% -4,721 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,717 $251K 0.03% +811 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,708 $250K 0.03% -1,617 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,704 $250K 0.05% -231 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,701 $249K 0.08% -1,099 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,700 $249K 0.01% new 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 2,699 $249K 0.02% +55 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,696 $249K 0.06% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,694 $249K <0.01% -428 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,692 $249K 0.16% +1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,686 $248K <0.01% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,681 $248K 0.12% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,674 $247K 0.01% -26 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,671 $247K 0.08% +38 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,668 $246K 0.16% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,658 $246K 0.01% +1,165 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 2,667 $245K 0.32% 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,648 $245K 0.01% +119 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,636 $244K 0.01% -4,682 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,616 $242K 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,600 $240K 0.07% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,597 $240K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,592 $239K 0.05% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,586 $239K <0.01% +44 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,581 $238K 0.01% -187 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,579 $238K 0.12% +59 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,578 $238K 0.02% -4 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,582 $238K 0.13% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,572 $238K 0.11% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,569 $237K 0.02% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,553 $236K 0.06% -23,620 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,546 $235K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,534 $234K 0.07% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,530 $234K 0.17% +98 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,528 $234K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,511 $232K 0.15% 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,510 $232K 0.04% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,506 $231K 0.09% +7 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,501 $231K 0.02% +6 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,500 $231K 0.02% -42 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,497 $231K 0.04% +13 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,493 $230K 0.21% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,488 $230K 0.03% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,486 $230K 0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,480 $229K 0.2% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,480 $229K 0.1% -405 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,472 $228K 0.12% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,153 $228K 0.09% -572 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,458 $227K 0.05% -2 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,451 $226K 0.01% -84 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,450 $226K 0.05% -200 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,442 $226K 0.01% -3,197 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,430 $224K 0.08% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,419 $223K 0.11% +20 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,414 $223K 0.11% -598 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,407 $222K 0.13% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,406 $222K 0.01% -66 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,401 $222K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,401 $222K +55 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,400 $222K 0.01% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,400 $222K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,399 $222K 0.01% +167 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,386 $220K 0.15% -20 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,386 $220K 0.08% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,382 $220K 0.05% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,379 $220K 0.11% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,372 $219K 0.1% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,370 $219K 0.04% -4,277 13F-HR Timeline American Trust More: the full row for American Trust 2,369 $219K 0.02% -24,690 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,355 $218K 0.03% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,354 $217K <0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,350 $217K 0.05% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,349 $217K 0.09% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $217K 0.1% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,345 $217K 0.1% -450 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,336 $216K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,328 $215K 0.05% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,323 $215K 0.03% +760 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,314 $214K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,313 $214K 0.07% -137 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,311 $213K 0.02% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,311 $213K 0.2% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,301 $213K 0.19% -90 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 2,298 $212K 0.01% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,292 $212K 0.03% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,291 $212K 0.11% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,285 $211K 0.06% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,281 $211K 0.07% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,281 $211K 0.14% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,269 $210K 0.05% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,260 $209K 0.05% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,253 $208K 0.04% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,249 $208K 0.05% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,247 $208K 0.05% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,243 $207K 0.17% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,242 $207K 0.04% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,235 $206K 0.03% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,234 $206K 0.07% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,223 $205K 0.1% -630 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,218 $205K 0.05% +50 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,205 $204K 0.54% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,200 $203K 0.15% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,194 $203K 0.02% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,172 $201K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,169 $200K 0.08% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,168 $200K 0.02% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,168 $200K 0.04% -225 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,166 $200K 0.02% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,143 $198K 0.1% +150 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,068 $191K 0.03% +41 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,047 $189K 0.07% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,035 $188K 0.01% +1 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,035 $188K 0.13% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $185K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,937 $179K 0.01% +1,668 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,931 $178K 0.16% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,915 $177K 0.11% -423 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,900 $176K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,875 $173K 0.01% -280 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,872 $173K 0.02% -122 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,858 $172K 0.06% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,840 $170K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,822 $168K 0.06% -106 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,709 $158K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,646 $152K 0.12% -12 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,606 $148K 0.01% +200 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,603 $148K 0.04% +104 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 1,602 $148K 0.01% +484 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,583 $146K 0.14% 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,581 $146K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,575 $145K 0.04% -500 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,575 $145K 0.09% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,537 $142K 0.05% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,519 $140K 0.13% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,510 $140K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,491 $138K 0.01% +38 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,489 $138K 0.06% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,482 $137K 0.02% -23 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,478 $137K 0.03% +1,468 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,412 $130K 0.04% +58 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,411 $130K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,334 $123K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,330 $123K 0.06% +11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,308 $121K 0.01% -1,432 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,300 $120K 0.07% -1,100 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 1,296 $120K <0.01% -16,315 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,277 $118K 0.01% +26 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,276 $118K 0.12% 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,246 $115K 0.05% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,200 $111K 0.02% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 1,186 $110K 0.07% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,138 $105K 0.07% -100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,126 $104K 0.06% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,121 $104K 0.02% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,115 $103K 0.01% -560 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,103 $102K 0.04% +1 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,100 $102K 0.09% -20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,075 $99.3K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,072 $99K 0.03% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,058 $97.7K 0.02% +361 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,051 $97.1K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,052 $97K 0.02% +881 13F-HR Timeline