RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 11,505 $466K 0.06% -15 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,497 $466K 0.01% +1,623 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,424 $463K 0.01% -246 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,401 $462K 0.01% +97 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,306 $458K 0.09% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 11,237 $456K 0.24% +480 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,993 $455K 0.01% +3,943 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,161 $452K 0.01% -3,030 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,016 $446K 0.01% +424 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,959 $444K 0.01% -66 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,950 $444K 0.04% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 10,886 $441K 0.23% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,852 $440K 0.05% +1,788 13F-HR/A Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,771 $436K 0.15% -781 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,678 $433K 0.1% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,583 $429K 0.04% +1,936 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,550 $427K 0.04% +9,624 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,353 $419K 0.03% -2,353 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 10,348 $419K 0.08% +1,819 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,312 $418K 0.04% -7,456 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,184 $413K 0.06% +1,243 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,989 $405K <0.01% +608 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,972 $404K 0.02% -247 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,952 $403K 0.04% +873 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,935 $402K 0.01% +193 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,828 $398K 0.22% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,780 $396K 0.04% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,829 $393K 0.02% +154 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,682 $392K <0.01% +1,256 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 9,657 $391K 0.05% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,429 $382K 0.03% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,424 $382K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,391 $380K <0.01% +1,526 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,371 $380K <0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,350 $379K 0.08% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,343 $378K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 9,279 $376K <0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,267 $375K 0.02% -210 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,232 $374K <0.01% -186 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,202 $373K 0.01% -83 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,132 $370K +203 Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 9,105 $368K 0.09% -53 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 9,053 $367K 0.14% -1,370 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,980 $364K <0.01% +1,113 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,923 $361K 0.01% -3 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,853 $359K 0.01% -5,913 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,753 $355K 0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,736 $354K 0.01% -133 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,726 $353K <0.01% +345 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,703 $353K <0.01% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,687 $352K 0.24% +46 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,650 $350K 0.03% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 8,125 $346K 0.01% -2,451 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,524 $345K <0.01% +2,662 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,494 $344K 0.01% -23,084 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,489 $344K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,476 $343K 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,449 $342K 0.02% +1,757 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,427 $341K <0.01% -93,916 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,423 $341K 0.06% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,398 $340K 0.07% +1,225 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,372 $339K 0.02% +977 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,329 $337K 0.01% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,296 $336K 0.02% 0 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,284 $336K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,237 $334K 0.04% -1,613 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,093 $328K 0.04% -321 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,016 $325K 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,014 $325K <0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,013 $325K <0.01% -17,596 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,826 $317K 0.01% -7 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,811 $316K <0.01% -1,004 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,604 $308K <0.01% -16,341 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,552 $306K 0.09% +55 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,549 $306K 0.03% +71 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,521 $305K <0.01% -86 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,490 $303K 0.03% +3 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 7,469 $303K 0.03% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,348 $299K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,331 $297K 0.01% +234 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,330 $297K 0.02% +407 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 7,291 $295K 0.51% +336 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,200 $292K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,157 $290K 0.01% +9 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 7,145 $289K 0.01% -3,836 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 7,134 $289K 0.05% new 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,106 $288K 0.03% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,100 $288K 0.11% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,019 $284K 0.01% -58 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,940 $281K 0.15% 0 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 6,867 $278K 0.18% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,794 $275K 0.01% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,779 $275K 0.05% -93 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,765 $274K 0.01% +532 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,752 $274K 0.07% +801 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,745 $273K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,731 $273K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,661 $270K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,627 $268K 0.11% -185 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,610 $268K 0.05% -7,140 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,789 $267K <0.01% 0 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 6,593 $267K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,553 $265K <0.01% -397 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,540 $265K 0.09% +1,730 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,526 $264K 0.11% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,515 $264K 0.21% -1,442 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,500 $263K 0.03% -6,638 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,498 $263K 0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,490 $263K <0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,462 $262K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 4,536 $261K <0.01% -57,987 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,405 $259K <0.01% +2 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,400 $259K 0.13% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,385 $259K <0.01% -955 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,367 $258K 0.09% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 6,367 $258K 0.16% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,348 $257K 0.02% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,341 $257K 0.05% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,340 $257K 0.01% 0 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,963 $257K 0.03% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,331 $256K 0.01% -570 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,289 $255K 0.01% -11 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,269 $254K 0.01% +18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,264 $254K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,195 $251K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,183 $250K <0.01% +159 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,165 $250K 0.1% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,116 $248K 0.01% +31 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,073 $246K 0.04% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,060 $245K 0.15% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,044 $244K 0.09% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,036 $244K 0.02% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,000 $243K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,000 $243K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,963 $242K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,943 $241K 0.07% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,920 $240K <0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,000 $239K 0.06% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,875 $238K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,851 $237K 0.01% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 5,844 $237K 0.12% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,822 $236K <0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,817 $236K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,793 $235K 0.01% -31,316 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,800 $235K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,794 $235K 0.04% -83 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,768 $234K 0.01% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,763 $233K 0.1% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,739 $232K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,735 $232K <0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,715 $232K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,686 $230K 0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,590 $226K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,558 $225K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,539 $224K <0.01% -1,941 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,475 $222K 0.01% -717 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,454 $221K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,424 $220K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,422 $220K 0.06% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,408 $219K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,393 $218K 0.05% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,376 $218K 0.1% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,257 $213K 0.02% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,250 $213K <0.01% +107 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,219 $211K 0.12% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,212 $211K 0.05% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 5,204 $211K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,182 $210K 0.02% +252 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,134 $208K 0 Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,084 $206K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,046 $205K 0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,063 $205K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,050 $205K 0.02% -5,690 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,030 $204K <0.01% -293 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,014 $203K <0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 5,012 $203K 0.02% +4,604 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 5,007 $203K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,980 $201K 0.08% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,939 $200K 0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,829 $196K 0.05% -2,731 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,819 $195K 0.01% +2,319 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,784 $194K 0.01% +232 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,768 $193K 0.09% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,628 $187K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,559 $185K <0.01% -341 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,498 $182K 0.02% +4,464 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,351 $176K <0.01% -7,722 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 4,308 $175K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,100 $162K 0.01% +2,783 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,992 $162K <0.01% +2,482 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,625 $147K 0.01% +1,203 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,469 $141K 0.07% +19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,432 $139K 0.01% +311 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,045 $123K 0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 3,059 $123K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,849 $115K 0.01% +100 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,846 $115K <0.01% +17 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,822 $114K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,749 $111K 0.01% +471 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,728 $111K 0.03% +962 13F-HR Timeline