Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,354 $643K 0.02% +366 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,352 $643K 0.11% +48 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,335 $638K 0.1% -1,000 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,325 $635K 0.16% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,322 $634K <0.01% -93 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,319 $634K 0.24% -850 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,318 $633K 0.16% -126 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,317 $633K 0.14% -171 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,317 $633K 0.01% +1 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,313 $632K 0.02% -2,368 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $626K 0.27% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,281 $623K 0.37% -3 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,266 $619K 0.25% +26 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,265 $619K 0.38% +395 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,262 $618K +1,131 Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,242 $613K 0.11% -19 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,233 $610K 0.02% -2,940 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,213 $605K 0.06% 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,201 $601K 0.06% +13 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,180 $596K 0.01% -4 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,177 $595K 0.18% -182 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,174 $594K 0.21% +5 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,172 $593K 0.29% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,170 $593K 0.02% -665 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,169 $593K 0.13% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,160 $590K 0.04% +1,097 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,150 $587K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,147 $587K 0.08% +133 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,134 $583K <0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,118 $579K 0.02% -2,044 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,117 $578K 0.03% +31 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,117 $578K 0.06% +157 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,110 $576K 0.07% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,100 $574K 0.23% -22 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,090 $571K 0.2% -40 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,089 $571K 0.01% -3,324 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,085 $570K 0.04% +32 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,075 $567K 0.26% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,072 $566K 0.02% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,146 $564K 0.05% +42 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,061 $563K 0.03% +1,191 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,058 $562K 0.02% -310 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,040 $557K 0.12% 0 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 2,036 $556K 0.07% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,987 $556K 0.31% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,031 $555K 0.09% +2,022 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,011 $555K 0.02% -74 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,027 $554K 0.17% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,014 $550K 0.02% -17 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,003 $547K 0.11% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,001 $547K 0.02% +774 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,001 $547K 0.14% +1 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,000 $546K 0.02% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $546K 0.42% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $546K 0.07% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,992 $544K 0.1% +245 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,983 $542K 0.09% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,983 $542K 0.04% -45 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 1,958 $535K 0.12% -42 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,949 $532K 0.01% +24 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,940 $530K 0.03% +28 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,884 $526K 0.11% +4 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,919 $524K 0.03% -6 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,911 $522K 0.02% -115 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,911 $522K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,907 $521K 0.02% +80 13F-HR/A Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,891 $517K 0.02% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,875 $512K 0.03% 0 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,867 $510K 0.59% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,861 $509K 0.01% +30 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,855 $507K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,801 $504K 0.05% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,844 $504K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,841 $503K 0.02% 0 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,840 $503K 0.06% -3,598 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,838 $502K 0.03% -19 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,838 $502K 0.1% +34 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,836 $502K 0.05% -59 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,832 $501K 0.07% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,831 $500K 0.02% +135 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,823 $498K 0.01% -5,876 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,818 $497K 0.1% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,817 $496K 0.05% -5 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,803 $493K 0.01% +68 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,796 $491K 0.04% -114 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,788 $488K 0.02% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,786 $488K 0.06% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,780 $486K 0.31% +4 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,770 $484K 0.36% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,767 $483K 0.01% +121 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,766 $482K 0.07% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,765 $482K 0.02% +4 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,765 $482K 0.05% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,765 $482K 0.03% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,756 $480K 0.18% -78 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,752 $479K 0.02% -9 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,739 $475K 0.16% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,685 $472K 0.22% -2,512 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,724 $471K <0.01% -8,805 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,721 $470K 0.16% +22 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $470K 0.1% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,717 $469K 0.04% +1 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,713 $468K 0.09% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,708 $467K 0.12% -5 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,706 $466K 0.03% -54 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,705 $466K 0.02% -26 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,703 $465K 0.03% +28 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,702 $465K 0.02% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,700 $464K 0.03% +286 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,697 $464K <0.01% -2,143 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,688 $461K 0.31% -1,556 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,687 $461K 0.14% +1 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,939 $460K 0.23% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,674 $457K 0.04% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,670 $456K 0.01% +199 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,665 $455K 0.01% +630 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,663 $454K 0.12% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,657 $453K 0.03% -3,600 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,656 $452K 0.07% -9 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,655 $452K 0.04% -277 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,686 $447K 0.02% +62 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,633 $446K 0.01% 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,631 $446K 0.02% -103 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,630 $445K 0.01% -365 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,622 $443K <0.01% +40 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,619 $442K 0.17% +50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,598 $437K 0.1% +69 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,587 $434K 0.01% +95 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,585 $433K 0.05% -80 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,584 $433K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,584 $432K 0.04% -30 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,571 $429K 0.13% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,571 $429K 0.01% -910 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,565 $428K 0.01% -2,802 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,550 $423K 0.08% -9 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,548 $423K 0.01% +17 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,543 $422K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,544 $422K 0.1% +2 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,543 $421K 0.03% -983 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,540 $421K 0.08% +1 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,533 $419K 0.16% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,529 $418K 0.13% -48 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,526 $417K 0.05% -1 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,481 $412K 0.02% -149 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,500 $410K 0.12% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,500 $410K 0.31% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,496 $409K 0.07% +12 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,492 $408K 0.01% +552 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,491 $407K 0.12% -40 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,459 $399K 0.04% -162 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,450 $396K 0.12% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,440 $393K 0.19% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,439 $393K <0.01% +43 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,438 $393K 0.03% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,436 $392K 0.1% -1,787 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,405 $384K 0.02% -132 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,400 $382K 0.05% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,400 $382K 0.2% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,373 $381K 0.02% +215 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,394 $381K 0.05% -254 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,385 $379K 0.1% -378 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,382 $378K 0.04% new 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,377 $376K 0.23% -100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,376 $376K 0.02% +19 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,375 $376K 0.3% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,373 $375K 0.03% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,373 $375K 0.26% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,365 $373K 0.09% +22 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,364 $373K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,363 $372K 0.11% 0 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. 1,360 $371K 0.01% -6 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 1,357 $371K 0.11% +2 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,357 $371K 0.04% -19 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,354 $370K 0.08% +22 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,352 $369K 0.02% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,350 $369K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,349 $369K 0.01% -78 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,341 $366K 0.14% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,332 $364K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,331 $364K 0.01% -3,036 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,328 $363K 0.02% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,324 $362K 0.03% +34 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,293 $360K 0.01% +44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,317 $360K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,312 $358K 0.01% +195 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,305 $357K 0.15% -200 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,302 $356K 0.02% -95 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,297 $354K 0.19% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,283 $351K 0.12% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,276 $349K 0.03% +1 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,272 $348K 0.24% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,260 $344K 0.01% -66 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,254 $343K 0.02% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,251 $342K 0.01% -1,377 13F-HR Timeline Group CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,251 $342K 0.15% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,247 $341K 0.23% -189 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,245 $340K 0.02% -200 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,244 $340K 0.08% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,243 $339K 0.04% +11 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,235 $337K 0.1% 0 13F-HR Timeline