OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,650 $327K 0.29% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,635 $326K 0.27% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,630 $326K 0.05% -300 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,629 $326K 0.38% -1,008 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,600 $324K 0.04% +300 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,588 $323K 0.04% +752 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,554 $321K 0.01% -243 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,539 $320K 0.02% +39 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,533 $319K <0.01% +2,716 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,533 $319K <0.01% -14,825 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,486 $316K <0.01% +774 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,469 $315K 0.04% +1,047 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,460 $314K 0.01% +1,307 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,428 $312K 0.01% +240 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,427 $312K 0.06% +98 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 4,395 $309K <0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,393 $309K <0.01% +983 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,385 $309K 0.08% +777 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,360 $307K 0.15% +160 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,163 $304K 0.02% -814 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,279 $301K 0.03% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,277 $301K 0.08% +1,655 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,275 $301K 0.01% +1,352 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,242 $299K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,250 $298K 0.02% -741 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,200 $296K 0.03% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,169 $293K 0.22% +1 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,119 $290K <0.01% -11,602 13F-HR/A Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,109 $289K 0.06% -9 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,101 $289K 0.02% +1,124 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,052 $285K 0.19% -30 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 4,021 $283K 0.26% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,997 $281K 0.06% -49 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,992 $281K 0.02% +617 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,950 $278K 0.04% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,947 $278K <0.01% -152,352 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,949 $277K 0.04% +24 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,905 $275K 0.05% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,895 $274K 0.01% -549 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,895 $274K <0.01% -7,555 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,893 $274K 0.07% -786 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,893 $274K 0.01% -17,225 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,893 $274K 0.04% +73 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,889 $274K 0.02% +681 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,815 $269K 0.08% -225 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,799 $267K 0.16% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,792 $267K 0.04% -698 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,791 $267K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,790 $267K 0.01% -460 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,776 $266K <0.01% -156 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,765 $265K 0.01% -49 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,723 $262K 0.01% +160 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,663 $258K 0.03% +607 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,650 $257K 0.07% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,633 $256K 0.1% +445 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,632 $256K 0.01% +186 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,614 $254K 0.14% -341 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,589 $253K 0.05% +284 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,587 $253K 0.05% +381 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,572 $251K 0.02% -5,080 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,541 $249K 0.07% -2 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,514 $247K 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,478 $245K 0.06% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,470 $244K 0.07% +35 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,450 $243K 0.18% +1,950 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,450 $243K 0.26% +450 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,438 $242K 0.05% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,419 $241K 0.01% -568 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,416 $241K <0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,387 $238K 0.01% -196 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 3,366 $237K <0.01% -53,300 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,317 $234K 0.05% +24 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,293 $232K 0.02% -159 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,278 $230K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,219 $227K 0.03% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,189 $225K <0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,181 $224K 0.01% -1,438 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,172 $223K 0.21% -17 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,169 $223K 0.07% -42 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,160 $222K 0.05% -135 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,138 $221K 0.01% -1,416 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,124 $220K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,119 $220K 0.06% +113 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,093 $218K <0.01% -63 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,090 $218K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,072 $216K 0.01% +735 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,066 $216K 0.02% -1,973 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,063 $216K 0.07% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,728 $215K 0.07% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,015 $212K 0.02% +1,091 13F-HR/A Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,999 $211K 0.06% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,999 $211K 0.01% -1,376 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,996 $211K 0.19% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,996 $211K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,989 $211K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,985 $210K 0.01% -3,696 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,005 $210K 0.03% +5 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,977 $210K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,981 $209K <0.01% +112 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,950 $208K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,646 $207K 0.04% -132 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,914 $205K 0.09% -21 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,481 $205K 0.02% +548 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,900 $204K 0.02% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,896 $204K 0.02% -3 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,889 $203K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,888 $203K 0.05% -23,807 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,869 $202K <0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,864 $202K <0.01% -39,752 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 2,859 $201K 0.05% -4,549 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,563 $197K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,715 $191K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,510 $177K 0.22% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,500 $176K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,471 $174K 0.01% +118 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,470 $174K 0.02% +973 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,469 $174K 0.01% -165 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,321 $163K 0.02% +61 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,200 $155K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,089 $147K <0.01% +365 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,025 $143K 0.01% +1,045 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,025 $143K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,023 $142K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,900 $134K <0.01% -24 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,821 $128K 0.01% +1,166 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,817 $127K 0.01% -400 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,790 $126K 0.02% -1,045 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,788 $126K 0.01% -824 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,788 $126K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,728 $122K <0.01% -1,921 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,655 $117K <0.01% +668 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,609 $113K <0.01% -109 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,600 $113K 0.01% -100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,520 $107K 0.05% -1,212 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,485 $105K 0.08% 0 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 1,471 $104K <0.01% +729 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,371 $96.5K <0.01% +292 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,338 $94.2K <0.01% -1,106 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,551 $91.9K <0.01% +40 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,259 $88.6K <0.01% -29,436 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,253 $88.2K 0.05% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $84.5K 0.05% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 1,191 $83.8K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,171 $82.4K <0.01% +614 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,133 $79.8K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,124 $79.1K <0.01% +1,096 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,112 $78.3K <0.01% +334 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,075 $75.7K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,070 $75.3K 0.01% -80 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,028 $72.4K 0.01% +961 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 999 $70.3K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 992 $69.8K 0.01% +736 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 986 $69.4K <0.01% -290 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 971 $68.4K 0.01% +154 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 960 $68K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 947 $67K 0.04% +399 13F-HR Timeline CNB Bank More: the full row for CNB Bank 939 $66.1K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 928 $65.3K <0.01% +641 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Capital, Inc. More: the full row for North Capital, Inc. 906 $63.8K 0.06% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 900 $63K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 869 $61.2K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 866 $61K 0.01% +486 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 845 $59.5K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 811 $57K 0.01% -355 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 800 $56.3K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 777 $54.7K <0.01% +675 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 761 $53.6K 0.01% -2 13F-HR Timeline City State Bank More: the full row for City State Bank 705 $49.6K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 701 $49.4K 0.02% +688 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 699 $49.2K 0.01% +454 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 652 $45.9K 0.01% +252 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 620 $43.6K 0.01% +14 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 600 $42.2K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 600 $42.2K 0.02% +400 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 596 $42K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 731 $41K 0.03% -219 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 575 $40.5K <0.01% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 530 $37.3K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 517 $36.4K 0.02% +14 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 500 $35K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 494 $34.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 475 $33.4K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 475 $33.4K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $31.7K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 435 $30.6K 0.01% +35 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 408 $28.7K 0.03% +261 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 405 $28.5K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $28.2K 0.01% +150 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $28.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $28.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 398 $28K <0.01% +310 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 386 $27.2K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 379 $26.7K <0.01% +8 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 365 $25.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 356 $25.1K <0.01% +91 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 350 $24.6K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 349 $24.6K <0.01% +87 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 333 $23.4K <0.01% +291 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 327 $23K <0.01% +100 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 323 $22.7K <0.01% 13F-HR Timeline