Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,150 $302K 0.14% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,095 $299K 0.01% +33 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 6,080 $298K 0.21% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,040 $296K 0.03% -17 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,030 $296K 0.02% +909 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,002 $294K 0.01% -465 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,962 $292K 0.03% -131 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,943 $291K 0.16% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,906 $290K <0.01% +1,382 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 5,825 $286K 0.13% new 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,816 $285K 0.21% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,810 $285K 0.01% new 13F-HR/A Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,798 $284K 0.25% 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 5,781 $284K 0.29% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,780 $283K 0.01% -207 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,755 $282K 0.19% +54 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,718 $280K 0.02% +1,029 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,699 $279K 0.01% -84 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,675 $278K <0.01% -769 13F-HR/A Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,612 $277K 0.07% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,618 $276K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,600 $275K 0.03% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,544 $272K <0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,537 $272K 0.28% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,536 $271K 0.08% 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 5,531 $271K 0.01% +45 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,530 $271K 0.01% +1,396 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,500 $270K 0.08% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 5,446 $267K 0.1% 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,378 $264K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,458 $262K 0.02% -87 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,328 $261K 0.05% -795 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,274 $259K <0.01% +1,534 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,230 $256K 0.01% +20 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,205 $255K 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,184 $254K <0.01% -2,332 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,183 $254K 0.1% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,178 $254K 0.01% +258 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,148 $252K 0.19% 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,985 $251K 0.04% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,105 $250K 0.06% +467 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,104 $250K 0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,021 $249K 0.08% -724 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,033 $247K 0.07% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,030 $247K 0.25% +300 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,953 $245K <0.01% +274 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,988 $245K 0.13% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,970 $244K 0.13% -117 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,952 $243K 0.02% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,928 $242K 0.03% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 4,900 $240K 0.03% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,832 $237K 0.05% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,828 $237K 0.07% -1,172 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,818 $236K 0.07% -122 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,807 $236K <0.01% -172 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,784 $235K <0.01% -567 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,733 $232K 0.05% -161 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,730 $232K 0.01% -3,354 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,712 $231K 0.15% 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,693 $230K 0.07% -1,003 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,669 $229K 0.02% new 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,663 $229K 0.01% +3 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,662 $229K 0.01% -108 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,655 $228K 0.01% new 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,652 $228K 0.07% -222,804 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,630 $227K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,597 $225K 0.03% -288 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,582 $225K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,580 $225K <0.01% -6,500 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,568 $224K 0.05% -360 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,546 $223K -264 Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,518 $223K 0.02% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,510 $221K 0.17% -1,164 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,493 $220K <0.01% -741 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,491 $220K 0.04% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,475 $219K 0.09% +582 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,472 $219K 0.01% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,446 $218K 0.08% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,440 $218K 0.04% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,395 $217K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,388 $216K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4,374 $215K <0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,359 $214K 0.05% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,350 $213K <0.01% new 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,335 $213K 0.02% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,289 $210K 0.04% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,279 $210K 0.03% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,239 $210K 0.03% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,256 $209K 0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,252 $209K 0.05% -750 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,250 $208K <0.01% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,247 $208K 0.13% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,209 $206K 0.03% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,201 $206K 0.04% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,200 $206K 0.03% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,196 $206K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,193 $206K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,173 $205K 0.03% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,145 $203K 0.24% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,125 $202K <0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,124 $202K 0.07% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,096 $201K 0.01% new 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,095 $201K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,095 $201K 0.03% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,999 $196K 0.03% +3,396 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,978 $195K 0.05% +107 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,964 $194K 0.01% +430 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,940 $193K 0.09% -2,095 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,880 $191K 0.02% +1,352 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,717 $182K <0.01% +1,094 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,659 $179K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,635 $178K 0.01% +781 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,584 $176K 0.02% +721 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,548 $174K 0.07% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,544 $174K 0.03% +2,184 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,416 $168K 0.07% +1,940 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,277 $161K 0.02% -6,213 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,130 $153K 0.01% +121 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,908 $143K <0.01% +4 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,863 $140K 0.06% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,725 $134K 0.05% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,722 $134K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,709 $133K <0.01% +414 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,692 $132K 0.06% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,669 $131K 0.01% +1,108 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,648 $130K 0.04% -72 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,580 $127K <0.01% +523 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,575 $126K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,506 $123K 0.01% -6,943 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,449 $120K <0.01% new 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 2,444 $120K 0.07% +22 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,359 $116K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,334 $115K 0.01% -111 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 114,754 $115K 0.08% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,323 $114K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,304 $113K <0.01% -583 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,267 $111K <0.01% +317 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,200 $108K 0.02% -600 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,126 $104K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,062 $101K 0.01% -76 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,061 $101K 0.07% +1,789 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,054 $101K 0.03% -794 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,020 $99K 0.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,959 $96.1K <0.01% -47,797 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,844 $90.4K <0.01% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,814 $89K <0.01% +3 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,774 $87K 0.05% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,709 $84K <0.01% +114 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,668 $81.8K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,660 $81.4K 0.01% +4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,650 $80.9K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,640 $80K 0.01% -59 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,600 $79.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,598 $78.4K 0.01% +346 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,567 $76.9K 0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,568 $76K 0.01% +376 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,524 $75K <0.01% -19 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,508 $74K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,495 $73.3K 0.01% +46 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,456 $71.4K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,443 $70.8K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,437 $70.5K 0.02% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,428 $70K 0.01% +12 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,399 $68.6K 0.01% +52 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,395 $68K 0.02% +206 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,376 $67.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,332 $65.9K <0.01% -364 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,340 $65.7K 0.01% -80 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,336 $65.5K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,331 $65.3K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,305 $64.5K <0.01% -3,101 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,308 $64.1K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,273 $62.4K 0.06% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,245 $61.1K 0.02% +213 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,143 $56.1K 0.01% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,132 $55.5K 0.02% +5 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,095 $53.7K 0.01% 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 1,064 $52.2K <0.01% -80 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 1,053 $52.1K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,033 $50.6K <0.01% +81 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,009 $49.5K <0.01% +290 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 991 $49.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 971 $47.6K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 962 $47.2K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 923 $45.7K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 927 $45.5K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 922 $45.2K <0.01% +137 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 910 $44.6K <0.01% -1,360 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 907 $44.5K 0.01% +42 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 899 $44.1K <0.01% +10 13F-HR Timeline Group Trust Co More: the full row for Trust Co 833 $40.9K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 823 $40.4K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 822 $40.3K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 817 $40.1K 0.01% +379 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 800 $39.2K <0.01% -453 13F-HR Timeline CX Institutional More: the full row for CX Institutional 797 $39K <0.01% +21 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 760 $38.6K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 757 $37.1K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 740 $36.3K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 728 $35.7K 0.01% 0 13F-HR Timeline