First National Trust Co More: the full row for First National Trust Co 5,879 $265K 0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,612 $265K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,815 $262K 0.01% -2,083 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,815 $262K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,808 $262K 0.01% new 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,800 $262K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,755 $260K 0.02% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,734 $259K 0.03% new 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 5,727 $258K 0.11% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,720 $258K 0.02% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,712 $258K 0.03% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,715 $258K 0.04% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,663 $255K 0.24% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,917 $255K 0.01% -5,851 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,630 $254K <0.01% -13 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,616 $253K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,590 $252K 0.02% +817 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,564 $251K <0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,533 $250K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,499 $248K 0.02% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,479 $247K 0.08% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,470 $247K 0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,687 $245K 0.03% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,423 $245K 0.06% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,408 $244K 0.2% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,389 $244K 0.2% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,354 $242K 0.04% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 5,325 $240K 0.15% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,322 $240K 0.02% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,320 $240K 0.03% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,003 $239K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,303 $239K <0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,282 $238K 0.01% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,790 $237K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,255 $237K 0.01% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,254 $237K 0.06% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 5,253 $237K 1.07% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,235 $237K 0.05% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,229 $236K 0.08% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,226 $236K 0.04% +520 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,218 $235K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,218 $235K 0.09% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,193 $235K 0.01% new 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 5,200 $235K 0.03% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 5,195 $234K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,179 $234K <0.01% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,392 $233K 0.08% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,154 $233K <0.01% new 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 5,124 $231K 0.1% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,115 $231K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,100 $230K 0.02% new 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,092 $230K 0.02% +2 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,080 $229K 0.05% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,072 $229K 0.04% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,029 $227K <0.01% new 13F-HR/A Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,015 $226K 0.08% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,009 $226K 0.02% new 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 5,007 $226K 0.22% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,002 $226K 0.01% +4,283 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,000 $226K 0.02% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,955 $224K 0.03% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,953 $223K 0.02% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,938 $223K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,920 $223K <0.01% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,909 $221K 0.05% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,896 $221K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,868 $220K 0.02% +163 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,861 $219K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,825 $218K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,790 $216K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,789 $216K 0.01% +797 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,733 $214K 0.02% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,438 $213K 0.07% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,718 $213K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,702 $213K 0.1% +115 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,670 $211K 0.05% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,681 $211K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,663 $210K 0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,647 $210K 0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,641 $209K 0.02% 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,782 $209K 0.01% +244 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,629 $209K 0.01% -3,113 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,627 $209K 0.07% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,618 $208K 0.1% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,618 $208K 0.21% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,618 $208K 0.09% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,609 $208K 0.02% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,681 $208K <0.01% -7,698 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,606 $208K 0.1% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,562 $206K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,557 $206K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,536 $205K 0.01% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,549 $205K 0.12% new 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,540 $205K 0.08% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,530 $204K 0.05% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 4,548 $204K 0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,515 $204K 0.11% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,506 $203K 0.01% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,501 $203K 0.05% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,477 $202K <0.01% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,474 $202K 0.03% new 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 4,454 $201K 0.19% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,453 $201K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,511 $200K 0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,420 $199K <0.01% -709,162 13F-HR Timeline MOTCO More: the full row for MOTCO 4,245 $191K 0.02% +29 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,157 $188K 0.11% -273 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,147 $188K 0.08% -392 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,113 $186K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,112 $185K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,097 $185K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,047 $183K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,014 $181K 0.02% +2 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,879 $175K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,831 $173K 0.08% -24,269 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,800 $171K 0.11% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,721 $168K 0.01% +116 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,704 $167K <0.01% +362 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,651 $165K 0.05% -1,349 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,622 $163K 0.09% -7 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,515 $159K <0.01% +1,172 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,426 $155K <0.01% -2,161 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,347 $151K <0.01% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,273 $148K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,268 $147K <0.01% -1,495 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,200 $144K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,200 $144K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,149 $142K 0.01% +611 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,084 $139K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,072 $139K 0.01% +2,727 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,015 $136K <0.01% +2,323 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,009 $136K 0.02% +2,019 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,972 $134K 0.05% -3,923 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,867 $129K 0.03% +2,315 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,784 $126K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,761 $125K 0.01% +90 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,723 $123K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,678 $121K 0.01% -209 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,677 $121K 0.01% +30 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,656 $120K <0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,575 $116K <0.01% new 13F-HR/A Timeline DV Trading LLC More: the full row for DV Trading LLC 2,546 $113K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,411 $109K 0.02% +22 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,337 $105K 0.09% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,315 $104K 0.01% +1,059 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,313 $104K 0.02% +2,095 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,291 $103K 0.01% +232 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 2,265 $102K <0.01% +1,000 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 2,239 $101K 0.02% -2,250 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,218 $100K <0.01% +18 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,214 $99.9K 0.23% -107 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,199 $99.2K <0.01% +2,005 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,164 $97.4K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,150 $97K 0.03% -300 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,147 $96.9K 0.01% -30 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,089 $94.2K 0.04% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,052 $90.2K 0.01% +120 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,975 $89.1K 0.03% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 1,950 $88K 0.01% new 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,950 $88K 0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,897 $85.6K 0.06% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,896 $85.5K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,885 $85.3K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,870 $84.4K 0.03% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,866 $84.2K 0.03% -2,113 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,799 $81.2K 0.01% -6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,766 $79.7K 0.01% -9 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,743 $78.6K -409 Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,694 $76.4K 0.06% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,670 $75.3K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,600 $72.2K 0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,523 $68K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,507 $68K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,499 $67.6K 0.05% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,482 $66.9K 0.03% +666 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,467 $66.2K 0.03% +12 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,466 $66.1K 0.01% +480 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,438 $64.9K 0.01% +719 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,418 $64K 0.02% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,338 $63.5K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,393 $62.9K <0.01% +34 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,335 $62K 0.02% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,330 $60K 0.03% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,321 $59.6K 0.01% +156 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,318 $59.6K 0.01% +504 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,319 $59.5K 0.03% +460 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,309 $59.2K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,302 $58.8K 0.01% +12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,291 $58.2K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,263 $57K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,245 $56.2K <0.01% -430 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,224 $55.2K 0.01% +198 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,222 $55.1K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,220 $55K 0.01% +15 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,214 $54.8K 0.02% +1,201 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,277 $54.2K 0.04% -973 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $54.1K 0.01% -97 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,193 $53.8K 0.02% +500 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,176 $53K <0.01% -146 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,132 $51.1K <0.01% new 13F-HR Timeline