PCM Encore, LLC More: the full row for PCM Encore, LLC 1,545 $449K 0.08% -20 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,535 $446K 0.02% -9 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,532 $445K 0.01% -383 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,530 $445K 0.09% -699 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,527 $444K 0.03% +71 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,526 $443K 0.03% +155 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,526 $443K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,525 $443K -83 Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,525 $443K 0.02% +6 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,510 $439K 0.01% +24 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,500 $436K 0.1% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,502 $435K <0.01% +154 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,488 $432K 0.02% -128 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 1,480 $430K 0.18% -50 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,478 $429K 0.14% -20,414 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,472 $428K 0.01% +75 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,473 $428K 0.01% +179 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,470 $427K 0.03% -42 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,463 $425K 0.12% -21 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,458 $424K 0.11% +15 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,453 $422K 0.06% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,450 $421K 0.06% -442 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,445 $420K 0.19% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,405 $418K 0.03% +749 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,436 $417K 0.03% -215 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,435 $417K <0.01% +559 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,433 $416K 0.01% -475 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,432 $416K 0.23% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,430 $416K 0.03% +253 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,430 $416K 0.01% +280 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,491 $413K 0.27% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,418 $412K 0.13% -1,317 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,413 $411K 0.07% -162 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,406 $408K 0.04% +20 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,474 $408K 0.08% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,403 $408K 0.04% +19 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,400 $407K 0.65% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,400 $407K 0.13% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,398 $406K 0.14% -25 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,392 $405K 0.12% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,392 $404K 0.02% +202 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,391 $404K 0.06% -79 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,389 $404K 0.04% +461 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,387 $403K 0.12% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,385 $402K 0.07% +45 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,370 $398K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,370 $398K +85 Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,364 $396K 0.1% +45 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,362 $396K 0.13% +12 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,357 $394K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,357 $394K 0.02% -143 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,355 $394K 0.04% -298 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,354 $394K <0.01% +84 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,342 $390K 0.04% +104 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,339 $389K 0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,334 $388K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,331 $387K 0.03% -65 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,330 $386K 0.02% +83 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,328 $386K 0.02% -20 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,323 $384K 0.06% -15 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,317 $383K <0.01% +100 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,317 $383K 0.09% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,315 $382K 0.09% +19 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,309 $380K 0.03% -16 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,308 $380K 0.04% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,304 $379K 0.02% +16 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,301 $378K 0.02% -9 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,338 $377K 0.21% +591 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,294 $376K 0.02% -1 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,293 $376K 0.05% -30 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,289 $375K 0.01% -20 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,286 $373K 0.02% +232 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,285 $373K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,285 $373K 0.03% -15 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,283 $373K 0.12% -1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,231 $371K 0.03% +89 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,273 $371K 0.01% +164 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,274 $370K 0.04% +1,099 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,291 $370K 0.05% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,272 $370K 0.01% +206 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,269 $369K 0.06% +486 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,257 $365K 0.12% -166 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,253 $364K 0.01% -145 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,249 $363K 0.03% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,248 $363K 0.11% +165 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,241 $361K 0.06% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,238 $360K 0.03% +37 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,233 $358K <0.01% -60 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,228 $357K 0.05% +53 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,228 $357K 0.08% +18 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,223 $355K 0.08% +91 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,220 $355K 0.04% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,219 $354K 0.02% -18 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,218 $354K 0.02% +80 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,025 $354K 0.06% +27 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,215 $353K 0.02% new 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,215 $353K 0.13% +7 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,212 $352K 0.01% -90 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,208 $351K 0.02% +19 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,204 $350K 0.18% -1,418 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,203 $350K 0.1% -77 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,201 $349K 0.02% +64 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,195 $347K 0.09% -72 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,192 $346K 0.3% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,190 $346K 0.02% -647 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,189 $346K <0.01% -1 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,189 $345K 0.07% +66 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,180 $343K 0.01% +64 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,177 $342K 0.1% +4 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,175 $342K 0.23% -114 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,173 $341K 0.02% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,165 $339K 0.12% +5 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,164 $338K 0.01% +5 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,163 $338K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,163 $338K 0.06% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,154 $335K 0.03% +68 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,170 $335K 0.01% +3 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,145 $333K 0.05% +5 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,144 $333K 0.14% +23 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,139 $331K 0.02% -8 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,139 $331K 0.05% -49 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,130 $328K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,126 $328K 0.02% -917 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,128 $328K 0.03% -2,879 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,126 $327K 0.19% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,124 $327K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,119 $325K 0.02% +6 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,115 $324K 0.1% -246 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,112 $323K 0.01% -224 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,112 $323K 0.02% +106 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,110 $323K 0.02% -4,823 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,110 $323K 0.21% +10 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,107 $322K 0.27% -62 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,106 $321K 0.03% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,103 $321K 0.05% +4 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,101 $320K 0.01% +514 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,099 $319K 0.16% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,099 $319K 0.01% +243 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,095 $318K 0.04% -6,860 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,088 $316K 0.04% +1 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,082 $314K 0.07% +1 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,080 $314K 0.03% +67 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,080 $314K 0.13% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 1,068 $310K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,064 $309K 0.03% +56 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,063 $308K 0.14% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,026 $308K 0.09% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,057 $307K 0.01% -442 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,055 $307K 0.07% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,785 $306K 0.02% -181 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,052 $306K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,053 $305K 0.13% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,049 $305K 0.02% -27 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,044 $303K 0.01% +7 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,044 $303K 0.14% -101 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,042 $303K 0.04% -25 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,040 $302K 0.02% -124 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,033 $300K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,032 $300K 0.02% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,032 $300K 0.04% -300 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,031 $300K 0.08% +486 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,031 $300K 0.01% +1 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,027 $298K 0.15% +30 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,027 $298K 0.01% +3 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,021 $296K 0.01% +5 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,015 $295K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,013 $294K 0.03% -50 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,012 $294K 0.02% -3,399 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,011 $294K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,009 $293K 0.03% +260 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,009 $293K 0.02% -277 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,003 $291K 0.01% -569 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 999 $290K 0.03% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 999 $290K 0.03% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 999 $290K 0.07% -168 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 997 $290K 0.45% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 993 $289K 0.04% -130 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 993 $289K 0.08% +27 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 992 $288K 0.07% -3 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 990 $288K 0.01% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 987 $287K 0.03% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 987 $287K 0.17% +4 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 981 $285K 0.01% 0 13F-HR/A Timeline UNITED BANK More: the full row for UNITED BANK 980 $285K 0.03% -14 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 980 $285K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 979 $284K 0.2% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 975 $283K 0.15% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 974 $283K 0.11% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 968 $281K 0.01% -145 13F-HR Timeline Group Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 968 $281K 0.25% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 964 $280K 0.02% -167 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 963 $280K <0.01% -41 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 962 $280K 0.09% +136 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 959 $279K 0.07% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 957 $278K 0.03% -2,276 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 956 $278K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 918 $277K <0.01% -225 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 949 $276K 0.03% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 948 $275K 0.01% -20 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 945 $275K 0.04% +1 13F-HR Timeline