O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,306 $446K 0.17% -648 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 12,182 $442K 0.15% 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 12,157 $441K 0.44% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,141 $440K 0.14% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 12,026 $436K 0.13% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,956 $434K <0.01% -191 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,926 $433K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,919 $432K 0.01% +438 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 11,794 $428K 0.02% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 11,745 $426K 0.06% -700 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,664 $423K 0.01% -429 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 11,565 $421K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,526 $418K 0.03% -37 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,368 $412K 0.23% -55 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,353 $412K 0.01% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,221 $407K 0.03% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,219 $407K 0.04% +2,111 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,231 $407K 0.01% -4,618 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 11,125 $404K 0.1% +938 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 10,981 $398K 0.02% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,970 $398K 0.01% +117 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,950 $397K 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,924 $396K 0.01% -77 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,892 $395K 0.07% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 10,886 $395K 0.22% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,782 $391K 0.01% +48 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 10,544 $388K 0.17% +3 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,640 $386K 0.15% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,597 $384K <0.01% +1,426 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,581 $384K 0.03% -6,319 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 10,562 $384K 0.02% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,429 $378K 0.01% -154 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,325 $375K <0.01% -17,880 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,311 $374K <0.01% +883 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 10,290 $373K 0.16% +336 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,111 $367K 0.15% +351 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,105 $367K 0.01% +116 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,850 $357K 0.05% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,828 $357K 0.15% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,429 $342K 0.03% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,424 $342K 0.03% -250 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,350 $339K 0.1% 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 $339K <0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,296 $337K 0.02% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 9,279 $337K 0.01% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,208 $334K 0.24% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,176 $333K 0.01% -327 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,042 $328K new Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,024 $327K 0.01% +440 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,960 $325K 0.01% -470 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 8,250 $323K 0.24% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,889 $323K <0.01% +1,056 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,804 $319K <0.01% +5,953 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,773 $318K 0.05% +53 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,764 $318K 0.05% +434 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,753 $318K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,749 $317K 0.03% -226 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,742 $317K <0.01% -3,048 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,703 $316K <0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,595 $312K 0.05% -1,621 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,401 $311K 0.02% +198 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,443 $306K 0.02% +606 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,423 $306K 0.06% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,421 $306K 0.04% +6 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,394 $305K <0.01% -238 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,299 $303K 0.01% +1,865 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,346 $303K <0.01% -285 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,306 $301K <0.01% +1,286 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,262 $300K <0.01% -642 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,226 $298K <0.01% -2,026 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,208 $298K <0.01% +505 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,112 $294K 0.03% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,078 $294K 0.16% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,087 $293K <0.01% +1,514 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,016 $291K 0.06% -500 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,014 $291K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,000 $290K 0.01% -1,500 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,752 $281K <0.01% -206 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,741 $281K 0.01% +433 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,616 $277K <0.01% -870 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,555 $274K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,480 $271K 0.01% +232 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,475 $271K 0.02% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,470 $271K 0.01% +18 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 7,469 $271K 0.03% -2,624 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 10,611 $270K 0.02% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,431 $270K 0.1% +54 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,395 $268K 0.02% +1,844 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 7,346 $267K <0.01% new 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,349 $267K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,208 $262K 0.01% +219 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,200 $261K 0.02% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,174 $260K 0.01% -806 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 7,160 $260K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,138 $259K 0.06% +29 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,125 $258K <0.01% +246 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,114 $258K 0.11% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,106 $258K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,093 $257K 0.01% +1 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,022 $255K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,000 $254K 0.02% -50 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,986 $253K 0.01% +4 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,940 $252K 0.16% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,922 $251K 0.03% +526 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,890 $250K 0.05% -11 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,887 $250K <0.01% +129 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,883 $250K 0.01% -77 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 6,867 $249K 0.16% -31 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,851 $249K 0.05% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,833 $248K 0.12% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,794 $246K 0.01% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,764 $245K 0.05% +31 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,745 $245K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,731 $244K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,661 $242K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,637 $241K 0.03% -347 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,631 $241K 0.01% new 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 6,600 $240K 0.24% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,526 $237K 0.1% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,497 $236K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,400 $232K 0.04% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,400 $232K 0.13% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,390 $232K <0.01% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,367 $231K 0.09% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 6,367 $231K 0.17% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,340 $230K 0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,270 $227K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,264 $227K 0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,258 $227K 0.14% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,233 $226K 0.01% -435 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,228 $226K 0.01% -10,482 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,195 $225K 0.05% 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. 6,136 $223K <0.01% new 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,060 $220K 0.14% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,044 $219K 0.09% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,036 $219K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,016 $218K 0.01% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,000 $218K 0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,000 $218K 0.03% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,963 $216K 0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,962 $216K <0.01% +1,687 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,960 $216K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,947 $216K 0.08% +4 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,875 $213K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,817 $211K 0.07% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,763 $209K 0.09% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,735 $208K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,686 $206K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,677 $206K <0.01% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 5,674 $206K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,618 $204K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,553 $201K 0.03% +1,117 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,551 $201K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,539 $201K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,530 $201K 0.06% -2,815 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,134 $186K -1,974 Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,063 $184K 0.04% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,023 $182K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,935 $179K 0.01% +77 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,928 $179K 0.02% -1,137 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,768 $173K 0.09% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,700 $171K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,628 $168K 0.01% 0 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,500 $163K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,308 $156K <0.01% 0 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 3,875 $141K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,098 $112K 0.01% +19 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,010 $109K <0.01% +17 13F-HR/A Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,955 $107K 0.66% -1,527 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,946 $107K <0.01% -1,010 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,822 $102K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 2,791 $101K 0.06% -233 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,749 $99.7K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,677 $97.1K <0.01% +12 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,543 $92.3K 0.07% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,502 $90.8K <0.01% +503 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,477 $89.9K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,470 $89.6K 0.01% -220 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,460 $89.2K 0.04% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,403 $87.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,400 $87.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,394 $86.9K <0.01% +553 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,347 $86.1K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,318 $84.1K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,296 $83.3K <0.01% +112 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,276 $82.6K 0.01% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,213 $80.3K 0.03% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,208 $80.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,189 $79.4K <0.01% -73 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,101 $77.9K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,140 $77.6K 0.01% -215 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,113 $76.7K <0.01% -10 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,078 $75.4K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,000 $74.7K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,000 $74.7K 0.06% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,014 $73.1K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,000 $72.6K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,928 $69.9K <0.01% -1,560 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,894 $68.7K 0.03% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,894 $68.7K 0.03% 13F-HR Timeline