LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,475 $305K 0.04% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,470 $304K 0.07% +6 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,466 $303K 0.17% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,460 $302K 0.04% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,453 $300K 0.08% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,451 $300K 0.16% +6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,441 $298K 0.07% +27 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,432 $296K 0.01% +1 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,419 $295K 0.28% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,428 $295K 0.01% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,427 $295K 0.04% -107 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,426 $294K 0.12% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,423 $294K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,415 $292K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,411 $291K 0.1% +33 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,408 $291K 0.09% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,400 $289K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,400 $289K 0.15% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,399 $289K 0.03% +15 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,388 $287K 0.03% +5 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,387 $286K 0.04% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,378 $284K 0.13% +2 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,372 $283K 0.05% +3 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,365 $282K 0.09% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,362 $281K 0.08% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,355 $280K 0.07% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,353 $279K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,350 $279K 0.02% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,348 $278K 0.09% +244 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,346 $278K 0.03% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,344 $278K 0.07% -8,457 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,344 $277K 0.01% -193 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 1,341 $277K 0.19% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,340 $277K 0.19% +2 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,334 $275K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,334 $275K 0.03% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,332 $275K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,331 $275K 0.28% -13 13F-HR/A Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,330 $275K 0.16% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,330 $275K 0.63% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,329 $274K 0.06% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,324 $273K 0.05% new 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 1,324 $273K 0.29% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,318 $272K 0.03% -422 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,318 $272K 0.01% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,314 $272K 0.05% +91 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,312 $271K 0.2% +46 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,308 $270K 0.07% -162 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,303 $269K 0.02% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,299 $268K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,297 $268K 0.03% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,292 $267K <0.01% +90 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,290 $266K 0.03% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,290 $266K 0.07% +2 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,289 $266K 0.02% +20 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,361 $266K 0.09% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,286 $266K 0.03% -54 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,275 $263K 0.02% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,273 $263K 0.1% +44 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,267 $262K 0.09% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,255 $259K 0.03% +59 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 1,250 $258K 0.11% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,246 $257K 0.04% +130 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,246 $257K 0.03% +9 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,246 $257K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,243 $257K 0.05% +142 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,240 $256K 0.11% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,240 $256K 0.07% +64 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,238 $256K 0.02% +39 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,236 $255K 0.25% +1,172 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,234 $255K 0.07% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,244 $254K 0.1% -14 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,227 $253K 0.09% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,227 $253K 0.11% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,219 $253K 0.05% +4 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,221 $252K 0.01% +272 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,220 $252K 0.04% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,215 $251K 0.02% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,214 $251K 0.2% -434 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,213 $250K 0.02% -28 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,210 $250K 0.02% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,209 $250K 0.03% +3 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,208 $249K 0.05% -89 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,208 $249K 0.09% -889 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,206 $249K 0.08% -68 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,201 $248K 0.13% -25 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,203 $248K 0.03% new 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,199 $248K 0.08% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,200 $248K 0.16% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,198 $247K 0.02% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,191 $246K 0.08% -32 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,191 $246K <0.01% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,189 $246K 0.03% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,187 $245K 0.18% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,185 $245K 0.02% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,177 $243K 0.1% -107 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,177 $243K 0.13% -33 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,175 $243K 0.01% 0 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,172 $242K 0.05% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,171 $242K 0.02% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,168 $241K 0.11% -152 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,165 $241K 0.12% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,161 $240K 0.28% +102 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,158 $239K 0.42% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,154 $238K 0.01% +15 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,153 $238K 0.01% -77 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,152 $238K 0.04% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,151 $238K 0.03% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,150 $237K <0.01% 0 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 1,148 $237K 0.09% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,149 $237K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,136 $237K 0.02% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,145 $236K 0.07% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,145 $236K 0.09% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,143 $236K 0.06% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,134 $234K 0.04% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,133 $234K 0.17% +4 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,129 $233K 0.13% +61 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,532 $233K 0.08% -3,817 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,126 $233K 0.17% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,119 $231K 0.01% -2,328 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,091 $231K 0.08% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,116 $230K 0.04% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,113 $230K 0.1% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,112 $230K 0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,112 $230K 0.15% +45 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,099 $227K 0.18% +64 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,095 $226K <0.01% -7 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,094 $226K 0.01% +1 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,091 $225K 0.05% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,090 $225K 0.14% -6 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,087 $224K 0.04% +15 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,084 $224K 0.07% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,057 $224K 0.01% +1 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,077 $222K 0.1% -115 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 1,068 $221K 0.01% -132 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,068 $221K 0.07% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,057 $218K <0.01% +690 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First County Bank /CT/ More: the full row for First County Bank /CT/ 1,055 $218K 0.11% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,054 $218K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,053 $217K 0.02% +1 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,050 $217K 0.12% -52 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,049 $217K 0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,047 $216K 0.02% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,050 $216K 0.08% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,046 $216K 0.04% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,045 $216K 0.03% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,042 $215K 0.03% -4 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,041 $215K <0.01% -1,854 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,040 $215K 0.08% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,034 $214K 0.02% 0 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,033 $213K 0.08% -84 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,026 $212K 0.06% -18 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,024 $211K <0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,023 $211K 0.12% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,026 $211K 0.1% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,020 $211K 0.03% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,020 $211K 0.03% -90 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,017 $210K 0.11% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,014 $209K 0.06% -4,641 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,009 $208K 0.05% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,009 $208K 0.26% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,002 $207K 0.07% +4 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,001 $207K 0.06% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 994 $207K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,000 $207K 0.01% -168 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 997 $206K 0.08% -15 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 996 $206K 0.06% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 990 $204K 0.05% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 990 $204K 0.1% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 988 $204K 0.02% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 988 $204K 0.08% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 982 $203K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 982 $203K 0.13% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 980 $202K 0.01% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 979 $202K 0.04% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 978 $202K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 978 $202K <0.01% -999 13F-HR/A Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 972 $201K 0.12% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 969 $200K 0.08% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 179,293 $200K 0.09% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 966 $200K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 963 $199K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 951 $196K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 929 $192K 0.02% +134 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 913 $189K 0.05% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 893 $184K 0.04% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 881 $182K 0.05% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 852 $176K 0.05% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 834 $172K 0.02% -600 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 821 $170K 0.05% +338 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 804 $166K 0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 785 $162K 0.04% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 779 $161K 0.03% -1,171 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 757 $157K 0.05% +53 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 756 $156K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 732 $151K 0 Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 730 $151K 0.07% +66 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 729 $151K 0.06% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 728 $150K 0.07% new 13F-HR Timeline Group