Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 3,375 $1.11M 0.66% +1,632 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,369 $1.11M 0.09% +3 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,369 $1.11M 0.28% -1,911 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,368 $1.11M 0.85% -20 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,367 $1.11M 0.35% +433 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,362 $1.11M 0.78% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,362 $1.11M 0.62% -40 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,361 $1.11M 0.02% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,356 $1.1M 0.52% +1 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,353 $1.1M 0.16% -168 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,353 $1.1M 0.25% -74 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,352 $1.1M 0.42% -34 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,352 $1.1M 0.17% -29 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,346 $1.1M 0.16% +880 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,331 $1.1M 0.26% +365 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,321 $1.09M 0.36% -11 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,314 $1.09M 0.7% +6 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,305 $1.09M 1.09% -150 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,304 $1.09M 0.14% -29 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,303 $1.09M 0.15% +78 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,303 $1.09M 0.29% new 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,300 $1.09M 0.16% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,294 $1.08M 0.2% -24 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,293 $1.08M 0.41% +427 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,285 $1.08M 0.18% -365 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,424 $1.08M 0.57% -60 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,284 $1.08M 0.28% -179 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,280 $1.08M 0.41% +91 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,275 $1.08M 0.11% -129 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,274 $1.08M 0.48% +569 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,270 $1.08M 0.41% -88 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,027 $1.07M 0.2% -60 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,267 $1.07M 0.2% -4 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,259 $1.07M 0.21% -288 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,258 $1.07M 0.09% -14 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,256 $1.07M 0.33% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,255 $1.07M 0.58% +750 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,254 $1.07M 0.3% +158 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,250 $1.07M 0.76% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,248 $1.07M 0.11% +53 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,246 $1.07M 0.06% -988 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,244 $1.07M 0.62% -90 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,243 $1.07M 0.4% +200 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,240 $1.07M 0.92% -43 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,235 $1.06M 0.51% 0 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 3,231 $1.06M 0.05% +746 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,231 $1.06M 0.1% +150 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,230 $1.06M 0.32% -65 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,229 $1.06M 1.11% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,228 $1.06M 0.57% +23 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,221 $1.06M 0.15% +409 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,219 $1.06M 0.44% -617 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,218 $1.06M 0.1% -24 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,214 $1.06M 0.06% -940 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,214 $1.06M 0.04% +47 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,213 $1.06M 0.08% -247 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,212 $1.06M 0.11% +195 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,212 $1.06M 0.05% -100 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,206 $1.05M 0.1% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,205 $1.05M 0.46% -154 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 3,202 $1.05M 0.15% -960 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,194 $1.05M 0.55% +25 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,193 $1.05M 0.35% +127 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,192 $1.05M 0.23% +472 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,183 $1.05M 0.79% -30 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,175 $1.04M 0.33% 0 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 3,162 $1.04M 0.2% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,155 $1.04M 0.84% +340 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 3,153 $1.04M 0.11% +16 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,150 $1.04M 0.16% +210 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,141 $1.03M 0.91% +60 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,136 $1.03M 0.02% +120 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,124 $1.03M +39 Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,120 $1.03M 0.56% -22 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,188 $1.03M 0.55% -64 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,114 $1.02M 0.47% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,114 $1.02M 0.44% -44 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,104 $1.02M 0.64% +57 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,102 $1.02M 0.43% -939 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,099 $1.02M 0.13% -134 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,099 $1.02M 0.14% +820 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,099 $1.02M 0.24% +168 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,095 $1.02M 0.11% -52 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,094 $1.02M 0.85% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,085 $1.01M 0.41% +47 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,082 $1.01M 0.06% -100 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,077 $1.01M 0.36% -1,950 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,072 $1.01M 0.35% +162 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,072 $1.01M 0.41% +15 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,068 $1.01M 0.52% +1 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,066 $1.01M 0.26% -38 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,057 $1.01M 0.05% +24 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 3,049 $1M 0.57% -97 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,048 $1M 0.75% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,044 $1M 0.2% +41 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,041 $1M 0.04% -1,100 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,041 $1M 0.55% +161 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,040 $1000K 0.14% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,034 $998K 0.68% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,030 $996K 0.11% -280 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,013 $991K 0.41% -100 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,009 $990K 0.22% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,009 $990K 0.14% +280 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,009 $990K 0.07% -4,601 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,008 $989K 0.1% +723 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 3,006 $989K 0.91% +150 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,005 $988K 0.24% +19 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,000 $987K 0.27% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,000 $987K 0.15% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,000 $987K 0.11% +111 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,996 $985K 0.72% +1,051 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,995 $985K 0.19% +301 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,991 $984K 0.42% +2 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,984 $982K 0.41% +2,345 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,984 $981K 0.27% -20 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,982 $981K 0.35% -28 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,980 $980K 0.39% -154 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,979 $980K 0.07% -275 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,883 $979K 0.07% +236 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,972 $977K 0.81% +10 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,971 $977K 0.08% -166 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,971 $977K 0.36% +239 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,969 $976K 0.41% -75 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,969 $976K 0.11% +1,545 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,967 $976K 0.93% -100 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,967 $976K 0.65% +156 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,962 $974K 0.12% -170 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,960 $974K 0.15% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,954 $972K 0.57% -1,591 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,952 $971K 0.3% -70 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,950 $970K 0.14% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,948 $970K 0.64% -54 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,946 $969K 0.14% 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,942 $968K 0.36% -17 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,937 $966K 0.14% -11 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,814 $960K 0.41% +120 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,919 $960K 0.69% +109 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,913 $958K 0.48% +6 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,903 $955K 0.33% -1,105 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,902 $955K 0.11% +90 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,900 $954K 0.24% +95 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,897 $953K 0.17% -33 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,892 $951K 0.1% -33 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,891 $951K 0.1% -125 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,889 $950K 0.45% +1 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,885 $949K 0.06% +1,457 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,884 $949K 0.05% -17 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,883 $948K 0.06% +251 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,873 $945K 0.26% +30 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,871 $944K 0.31% -53 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,868 $943K 0.12% +25 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,867 $943K 0.74% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,866 $943K 0.07% +518 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 2,861 $941K 0.94% 0 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,859 $940K 0.05% +155 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,858 $940K 0.08% 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,854 $939K 0.79% -149 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,853 $938K 0.53% -77 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,851 $938K 0.57% -24 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 2,849 $937K 0.51% -84 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 2,848 $937K 0.12% -6,479 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,845 $936K 0.24% +5 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,839 $934K 0.04% +58 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,836 $933K 0.13% +121 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,834 $932K 0.28% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,822 $930K 0.47% -142 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,814 $926K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,815 $926K 0.05% +292 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,695 $924K 0.38% +261 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,803 $922K 0.38% +12 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,801 $921K 0.14% +249 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,800 $921K 0.07% -176 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,791 $918K 0.17% -70 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,789 $917K 0.5% -9 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,788 $917K 0.49% +267 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,779 $914K 0.21% -2,148 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,774 $912K 0.06% -432 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,772 $912K 0.4% -330 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,771 $911K 0.81% 0 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,761 $908K 0.36% +100 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,671 $907K 0.79% -80 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,756 $906K 0.22% +100 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,756 $906K 0.18% +159 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,756 $906K 0.37% -267 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,754 $906K 0.13% +466 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,753 $906K 0.19% +33 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,753 $905K 1.49% +504 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,750 $904K 0.21% -138 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,749 $904K 0.09% -500 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,744 $902K 0.16% +388 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,744 $902K 0.15% -125 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,743 $902K 0.25% +162 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,735 $901K 0.58% -175 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,740 $901K 0.64% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,739 $901K 0.09% +707 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,655 $900K 0.6% +23 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,731 $898K 0.83% -628 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,731 $898K 0.07% -36 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,731 $898K 0.35% 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,722 $896K 0.21% +7 13F-HR Timeline