Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,190 $311K 0.02% -550 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,186 $310K 0.02% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,177 $309K 0.21% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,448 $309K 0.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,126 $307K 0.01% -155 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,151 $307K 0.07% +11 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,144 $306K 0.12% -63 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,123 $304K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,116 $303K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,089 $301K 0.03% -2,279 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,095 $301K 0.08% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,083 $300K 0.07% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,060 $298K 0.05% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,045 $296K 0.02% -500 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,040 $296K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,038 $296K 0.06% -1,162 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,034 $295K 0.02% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 3,034 $295K 0.14% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,048 $295K 0.02% -541 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,024 $294K 0.01% +265 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,095 $294K 0.24% -85 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,014 $293K 0.03% -120 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,013 $293K 0.26% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,010 $293K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,010 $293K 0.1% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,008 $293K 0.02% -491 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,000 $292K 0.18% 0 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,992 $291K 0.04% -940 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,994 $291K <0.01% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,833 $290K 0.07% -637 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,973 $289K 0.03% -3,826 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,970 $289K 0.11% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,969 $289K 0.05% -996 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,967 $289K 0.09% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,963 $288K 0.09% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,961 $288K 0.04% +136 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,958 $288K <0.01% -6,409 13F-HR/A Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,953 $287K <0.01% +30 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,950 $287K 0.03% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,942 $286K 0.04% -430 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,924 $285K 0.26% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,919 $284K 0.18% +49 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,909 $283K 0.08% +9 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,889 $282K 0.06% -1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,893 $282K 0.01% -171 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 2,890 $281K 0.01% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,880 $280K 0.13% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,875 $280K 0.09% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,863 $279K 0.04% -3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,856 $278K 0.02% -83 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,850 $277K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,456 $277K 0.01% +1,241 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,833 $276K 0.01% +458 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,811 $274K 0.13% +1 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,807 $273K 0.05% +7 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,804 $273K 0.02% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,781 $271K 0.02% -30 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,780 $271K 0.07% -148 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,778 $270K 0.19% -397 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 2,767 $270K 0.16% -83 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,772 $270K 0.14% -134 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,754 $268K 0.05% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,750 $268K 0.06% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,749 $268K 0.09% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,742 $267K 0.14% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,740 $267K 0.09% new 13F-HR/A Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,730 $266K 0.19% -51 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,720 $265K 0.11% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,713 $264K 0.11% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,704 $263K 0.02% +138 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,695 $262K 0.03% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,693 $262K 0.1% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,690 $262K 0.24% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,663 $259K 0.04% -324 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,662 $259K -77 Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,660 $259K 0.17% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,660 $259K 0.26% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,655 $258K 0.03% -29 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,647 $258K 0.06% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,650 $258K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,650 $258K 0.07% +200 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,643 $257K 0.07% new 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,640 $257K 0.1% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,632 $256K 0.25% -338 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 2,640 $256K 0.1% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,615 $255K 0.02% -45,693 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 2,600 $253K <0.01% new 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 2,596 $253K 0.06% -280 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,587 $252K 0.01% -507 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,569 $250K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,561 $250K 0.09% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,562 $249K 0.12% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,551 $248K 0.02% -578 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,540 $247K 0.02% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,524 $246K 0.16% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,522 $245K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,506 $244K 0.04% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,503 $244K <0.01% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,500 $243K 0.14% new 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,485 $242K 0.09% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,467 $240K 0.14% -111 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,449 $238K 0.17% -944 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,437 $237K 0.02% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,421 $236K 0.02% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,418 $235K 0.06% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,417 $235K -765 Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,412 $235K 0.23% -7,402 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,406 $234K 0.09% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,406 $234K 0.04% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,406 $234K <0.01% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,401 $234K 0.1% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,400 $234K 0.13% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,377 $231K 0.16% -24,795 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,376 $231K 0.07% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,376 $231K 0.11% +47 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,367 $230K 0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,340 $228K 0.03% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,231 $225K 0.2% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,281 $225K 0.04% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,300 $224K 0.15% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,293 $223K 0.02% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,284 $222K 0.02% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,283 $222K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,276 $222K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,272 $221K 0.06% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,272 $221K 0.01% new 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,270 $221K 0.14% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,258 $220K 0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,250 $219K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,243 $218K 0.02% +88 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,237 $218K 0.06% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,230 $217K 0.03% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,230 $217K 0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,229 $217K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,221 $216K 0.03% -28 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,220 $216K 0.07% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,994 $216K 0.13% -112 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,183 $212K 0.01% -1,294 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,180 $212K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,186 $212K 0.08% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,163 $211K 0.07% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,158 $210K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,151 $209K 0.08% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,150 $209K 0.07% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,138 $208K 0.02% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,127 $207K 0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,121 $206K 0.06% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,117 $206K 0.08% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,113 $206K 0.03% -2,295 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,110 $205K 0.13% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,105 $205K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,103 $205K 0.09% +146 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,106 $204K 0.12% -654 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,094 $204K 0.01% -44,273 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,090 $203K 0.09% -150 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,088 $203K 0.07% new 13F-HR/A Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 2,080 $202K 0.09% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,077 $202K 0.01% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,071 $202K 0.05% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,066 $201K 0.01% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,060 $201K 0.1% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,040 $199K 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,012 $196K <0.01% -49 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,000 $195K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,986 $193K 0.18% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,766 $172K 0.03% +126 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,740 $169K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,740 $169K 0.1% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,722 $168K 0.01% -44,899 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,680 $163K 0.04% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,676 $162K 0.03% +114 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,659 $161K 0.02% -79 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,500 $160K 0.08% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,632 $159K 0.05% +515 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,621 $158K <0.01% +87 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,605 $156K 0.02% -3,412 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,582 $154K 0.11% +393 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,562 $152K 0.01% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,560 $152K 0.06% -298 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,521 $148K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,510 $147K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,489 $145K 0.01% -19 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,477 $144K 0.1% +1,466 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,469 $143K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,458 $142K 0.08% +403 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,449 $141K 0.01% +1,249 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,423 $139K 0.01% -194 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,370 $133K 0.03% -1,020 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,340 $130K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,215 $118K 0.03% +50 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,419 $118K <0.01% +442 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,171 $114K 0.01% +61 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,168 $114K 0.05% +648 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,177 $114K 0.06% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,153 $112K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,100 $107K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,094 $106K 0.03% +1 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,069 $104K 0.04% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,021 $99.4K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,007 $98K 0.03% +7 13F-HR Timeline