Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,405 $607K 0.3% +7 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,386 $606K 0.24% -109 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,015 $602K 0.01% +167 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,325 $601K 0.48% +50 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 7,323 $601K 0.11% +300 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,197 $598K 0.1% +8 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,292 $598K 0.01% +81 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,252 $595K 0.09% +623 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,255 $594K 0.03% -20 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,212 $592K 0.02% +13 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,198 $590K 0.09% +641 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 7,162 $587K 0.27% +300 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 7,145 $586K 0.21% +175 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,121 $584K 0.3% +6,416 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,112 $583K 0.05% -2,117 13F-HR Timeline Group KDT Advisors, LLC More: the full row for KDT Advisors, LLC 7,055 $579K 0.85% -3,685 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,055 $579K <0.01% -1,210 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,055 $579K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,051 $578K 0.07% +4 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,049 $578K 0.04% -300 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,036 $577K 0.02% -58 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,000 $574K 0.11% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,971 $572K 0.01% new 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,967 $572K 0.3% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,946 $570K 0.02% -37,821 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,917 $567K 0.1% +2,509 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,907 $567K 0.09% +2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,880 $564K 0.03% -73 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,872 $564K 0.05% +30 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,826 $560K 0.14% -63 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,812 $559K 0.05% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,788 $557K 0.02% -2,203 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,775 $556K 0.1% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,761 $555K 0.13% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,760 $555K 0.11% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 6,696 $549K 0.26% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,669 $547K 0.25% +2,333 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,660 $546K 0.12% +796 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 6,660 $546K 0.02% -109 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,659 $546K 0.04% +543 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,651 $546K 0.2% -1,189 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,271 $542K 0.06% +2 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,489 $542K 0.04% -969 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,550 $537K 0.2% +1,550 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,528 $535K 0.26% +250 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,510 $534K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $533K 0.41% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,480 $532K 0.02% -1,152 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 6,460 $530K 0.89% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 6,400 $525K 1.93% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,369 $522K 0.03% -280 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,347 $521K 0.03% -53 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,317 $518K 0.02% +184 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,289 $516K <0.01% +2,420 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,287 $516K 0.33% +56 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,275 $515K 0.05% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,250 $513K 0.28% +243 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,237 $512K 0.01% -247 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,204 $509K 0.12% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,103 $507K 0.09% -150 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,156 $505K 0.07% +100 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 6,150 $504K 0.33% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,142 $504K 0.09% 0 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,136 $503K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,135 $503K 0.02% -414 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,131 $503K 0.01% new 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,130 $503K -252 Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,092 $500K 0.21% +15 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 6,085 $499K 0.05% -4,433 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,084 $499K 0.03% -121 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,080 $499K <0.01% -12,101 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,030 $495K 0.33% +30 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 6,000 $492K 0.55% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,000 $492K 0.05% +1,000 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,000 $492K 0.12% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,960 $489K 0.53% -1,324 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,931 $486K 0.05% -463 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,909 $485K 0.21% -569 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,900 $484K 0.3% -150 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,900 $484K 0.04% -284 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,879 $482K 0.05% -364 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,873 $482K 0.12% -56 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,858 $481K 0.02% -393 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,843 $479K 0.02% -400 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,840 $479K 0.01% 0 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,840 $479K 0.23% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,813 $477K <0.01% -611 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 5,784 $474K 0.04% -9,749 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,784 $474K 0.1% +3 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,778 $474K 0.05% +730 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,753 $472K 0.02% +3,329 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,661 $471K 0.16% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,726 $470K 0.01% +1,407 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,717 $469K 0.02% -385 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,701 $468K 0.02% -9,464 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,700 $468K 0.06% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,683 $466K 0.23% +169 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,675 $466K 0.18% -100 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,675 $466K 0.05% -178 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 5,672 $465K 0.22% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,659 $464K 0.1% +124 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,652 $464K 0.03% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,650 $463K 0.21% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,650 $463K 0.32% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,638 $462K 0.41% -150 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,787 $462K 0.37% -623 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,621 $461K 0.04% -15 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,620 $461K 0.06% -2,730 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,531 $454K 0.01% +45 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,626 $452K 0.01% +120 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,462 $448K 0.05% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,456 $448K 0.34% -137 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,455 $447K 0.04% +683 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,427 $445K 0.03% +650 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,416 $444K 0.05% -1,285 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,381 $441K 0.01% +1,466 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scientech Research LLC More: the full row for Scientech Research LLC 5,351 $439K 0.15% -7,983 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,339 $438K 0.02% -140 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,329 $437K 0.02% +894 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,326 $437K 0.28% -41 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,314 $436K 0.06% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,307 $435K 0.26% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,253 $431K 0.02% +600 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,247 $430K 0.02% +286 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,239 $430K 0.25% -20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,220 $428K 0.01% +808 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,216 $428K 0.27% new 13F-HR Timeline Group ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 5,215 $428K 0.06% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,202 $427K 0.04% +235 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,132 $427K 0.38% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,187 $425K 0.05% +514 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,142 $422K 0.02% -1,292 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,135 $421K 0.03% -161 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,122 $420K 0.01% +1,102 13F-HR/A Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,093 $418K 0.06% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,091 $418K 0.2% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,089 $417K 0.07% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,085 $417K 0.02% -1,195 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,078 $417K 0.13% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,076 $416K 0.1% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,075 $416K 0.24% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 5,066 $416K 0.28% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,063 $415K 0.07% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,055 $415K 0.03% new 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,050 $414K 0.03% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,047 $414K 0.33% -10,458 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,043 $414K 0.24% -360 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,010 $411K 0.01% 0 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 5,000 $410K 0.02% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,000 $410K <0.01% new 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,995 $410K 0.1% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,975 $408K 0.05% +254 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,969 $408K 0.04% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,958 $407K 0.17% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,936 $405K 0.05% +200 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,932 $405K 0.09% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,916 $403K 0.01% -514 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,906 $402K 0.01% +156 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,855 $398K 0.02% -10,407 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,788 $398K 0.14% +7 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,811 $395K 0.07% -143 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,802 $394K 0.03% +4,072 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,790 $393K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,750 $390K 0.02% -996 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,738 $389K 0.03% +331 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,713 $387K 0.11% -8,059 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,700 $386K 0.26% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,637 $385K 0.13% -1,977 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,698 $385K 0.02% 0 13F-HR/A Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,668 $383K 2.07% -11,450 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,655 $382K 0.07% -7 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 4,388 $379K 0.24% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,620 $379K 0.09% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,615 $379K 0.14% +1 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,608 $378K 0.23% -250 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,607 $378K 0.01% +752 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,604 $378K 0.19% +223 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,597 $377K 0.06% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,589 $376K 0.09% +200 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,580 $376K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,575 $375K 0.01% -42 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,568 $375K 0.03% +3,349 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,567 $375K 0.22% +230 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 4,537 $372K 0.05% -2,218 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,529 $372K 0.08% -2,773 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,515 $370K 0.01% +4,322 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,514 $370K 0.01% -1,076 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,512 $370K 0.02% +7 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,364 $369K 0.05% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,108 $369K 0.04% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,494 $369K 0.02% -520 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,471 $367K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,458 $366K 0.04% +250 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 4,457 $366K 0.35% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,452 $365K 0.13% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,450 $365K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,426 $363K 0.01% +363 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,171 $361K 0.06% -13,736 13F-HR/A Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,400 $361K 0.16% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,391 $360K 0.01% 0 13F-HR Timeline