FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,580 $247K 0.03% +100 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,576 $247K 0.04% +39 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,557 $247K 0.01% -177 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,415 $246K 0.11% 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 7,531 $246K 0.18% +61 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,376 $242K <0.01% -1,320 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,405 $242K 0.02% -18,587 13F-HR/A Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,415 $241K 0.02% -10 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,361 $240K 0.21% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,256 $237K 0.24% +110 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,227 $236K <0.01% -37,241 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 7,093 $234K 0.08% -627 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,043 $233K 0.01% -87 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,118 $232K 0.03% -11 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,089 $231K 0.18% 13F-HR/A Timeline Group Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 7,079 $231K 0.04% +42 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,075 $231K 0.02% +298 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,067 $231K 0.01% +5,741 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,051 $230K <0.01% -302 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,060 $229K 0.08% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 6,933 $226K 0.09% +5,174 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 6,925 $226K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,923 $226K 0.02% -204 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,865 $224K 0.07% -25 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,827 $223K 0.02% +53 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,822 $223K 0.01% -191 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,808 $222K <0.01% +6 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,781 $221K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,752 $220K 0.06% -248 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,742 $220K 0.01% -4,313 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,712 $219K 0.06% -322 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,708 $219K 0.02% -586 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,649 $217K 0.04% +5 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6,646 $217K 0.07% -5,399 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,636 $217K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,631 $216K 0.05% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 6,629 $216K 0.09% -329 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,614 $216K 0.03% +851 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,606 $216K 0.01% -10 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,605 $216K 0.24% 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,600 $215K 0.06% -190 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 6,593 $215K <0.01% +639 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,592 $215K 0.07% +16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,575 $215K 0.03% -1,192 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,624 $214K 0.01% -159 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,481 $211K 0.02% new 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,431 $210K <0.01% -32,277 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,416 $209K 0.02% +444 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,400 $209K 0.17% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,391 $209K 0.05% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,380 $208K 0.04% -1,085 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,365 $208K <0.01% -412 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 6,344 $207K 0.01% -18,283 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,342 $207K 0.06% -78 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,321 $206K 0.33% -6,277 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,259 $204K 0.02% -893 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,227 $203K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,170 $201K 0.03% -176 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,158 $201K 0.01% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,132 $200K 0.04% -41 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,050 $197K 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,000 $196K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,682 $185K 0.02% +1,314 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,583 $182K 0.04% +262 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,450 $178K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,296 $173K 0.01% +35 13F-HR Timeline TOBAM More: the full row for TOBAM 5,156 $168K 0.05% -25,852 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,063 $165K 0.06% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,933 $161K 0.08% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,888 $160K 0.01% -424 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,829 $159K 0.1% -382 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,672 $152K 0.01% +545 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 4,634 $151K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,523 $148K 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,445 $145K <0.01% -101 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,349 $141K 0.08% +493 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,254 $139K 0.01% 0 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 4,253 $139K 0.05% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,248 $139K 0.04% -208 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,201 $137K <0.01% -473 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,146 $135K 0.03% +2,679 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,040 $132K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,025 $131K 0.06% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,897 $127K 0.02% -14,012 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,756 $123K 0.06% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,700 $121K 0.06% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,649 $119K 0.02% -11 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,619 $118K 0.01% +46 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,602 $118K 0.01% -1,025 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,534 $115K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,491 $114K 0.03% +59 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,162 $113K 0.1% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,405 $111K <0.01% -6,325 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,351 $109K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,251 $106K 0.01% +56 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,251 $106K <0.01% +1,611 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,236 $106K <0.01% +487 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,200 $104K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,175 $104K 0.02% +271 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,082 $101K 0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,020 $99K 0.01% +63 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,012 $98.3K 0.06% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,008 $98.1K 0.01% +941 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,000 $97.9K 0.06% +300 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,982 $97.3K 0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,914 $95.1K 0.03% 13F-HR/A Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,897 $94.5K 0.08% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,895 $94.5K 0.01% +2,300 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,835 $93.3K 0.05% +389 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,799 $91.3K 0.01% +367 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,784 $90.8K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,639 $86.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,565 $83.7K <0.01% +632 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,456 $80.1K 0.01% +241 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,434 $79K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,350 $76.7K 0.07% +19 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,300 $75K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,276 $74.3K 0.02% +17 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,270 $74.1K 0.05% -80 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,179 $71K 0.02% +49 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 2,102 $68.6K 0.02% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,000 $65.3K <0.01% -43,000 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,999 $65.2K 0.02% +103 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,977 $64.5K 0.01% +47 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,945 $63.5K 0.06% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,942 $63.4K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,924 $62.8K 0.03% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,897 $62.4K 0.06% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,897 $61.9K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,800 $58.8K 0.02% -356 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 1,800 $58.7K 0.01% -2,436 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,734 $56.6K <0.01% +2 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,700 $55.5K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,660 $54.2K 0.02% -532 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,634 $53.3K 0.02% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,538 $50.2K 0.05% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,507 $49.2K <0.01% +43 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,523 $49K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,474 $48.1K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,474 $48.1K <0.01% -1,225 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 1,435 $47K <0.01% -384 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,436 $46.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,430 $46.7K 0.01% +128 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,400 $46K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,403 $45.8K <0.01% +587 13F-HR Timeline Trust Co More: the full row for Trust Co 1,379 $45K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,350 $44.4K 0.01% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,339 $43.7K 0.01% +205 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,331 $43.4K <0.01% +207 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 1,265 $41.3K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,263 $41.2K 0.02% 0 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. 1,260 $41.1K <0.01% +154 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,260 $41K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,217 $40.1K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,239 $40K <0.01% -500 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $39.2K 0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,200 $39.2K 0.01% -5,350 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,166 $38K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,166 $38K -108 Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,188 $37.4K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,143 $37K <0.01% -135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,126 $37K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,131 $36.9K <0.01% +8 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,104 $36K 0.02% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,100 $35.9K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,088 $35.5K <0.01% -665 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,068 $34.8K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,065 $34.8K 0.02% -950 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,045 $34.1K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,027 $33.5K 0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,023 $33.4K 0.01% +18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,015 $33.1K <0.01% -2 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,000 $33K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,000 $32.6K 0.02% +8 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 998 $32.6K 0.01% +8 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 998 $32.6K <0.01% +146 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 986 $32.2K 0.02% -6,700 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 983 $32.1K 0.02% +15 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 982 $32K 0.01% +127 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 970 $32K 0.02% -121 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 955 $31.2K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 951 $31K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 941 $30.7K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 900 $29K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 872 $28.5K 0.01% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 871 $28.4K <0.01% +24 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,699 $28.4K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 850 $27.7K <0.01% -266 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 794 $26.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 800 $26.1K <0.01% -46 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 800 $26.1K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 718 $25.8K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 751 $24.7K 0.01% -970 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 737 $24K <0.01% -38 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 725 $24K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 722 $23.6K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 715 $23.3K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 700 $22.8K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 695 $22.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 691 $22.5K 0.01% -36 13F-HR Timeline