Avanza Fonder AB More: the full row for Avanza Fonder AB 4,607 $334K 0.01% -8,198 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,594 $333K 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,585 $332K 0.13% -298 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,564 $331K <0.01% +475 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,540 $329K 0.02% -2,609 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 4,534 $329K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,500 $326K 0.06% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,500 $326K 0.1% +775 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,473 $324K 0.05% +1,419 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,460 $323K 0.03% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,423 $320K 0.14% -157 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,400 $319K 0.06% -600 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,381 $317K 0.01% -495 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 4,348 $315K 0.37% +115 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,334 $314K 0.12% 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,282 $310K 0.03% +246 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,264 $309K 0.02% +271 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,205 $305K 0.03% +634 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,193 $304K 0.07% +404 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,096 $297K <0.01% +581 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,070 $295K 0.02% +6 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,063 $294K 0.21% -2,128 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,053 $294K 0.08% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,044 $293K 0.02% +705 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,980 $288K 0.16% +178 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,963 $287K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,948 $286K 0.06% -6,345 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,933 $285K 0.45% -11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,913 $284K 0.01% -96 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,905 $283K 0.28% +602 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,702 $281K 0.04% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,865 $280K 0.11% -280 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,863 $280K 0.02% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,840 $278K 0.02% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,840 $278K 0.14% -234 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,826 $277K 0.12% -789 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 3,810 $276K 0.01% -1,148 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,793 $275K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,773 $273K 0.03% +257 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,767 $273K 0.03% +1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,766 $273K 0.09% -4,545 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,757 $272K 0.01% -206 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 3,670 $272K 0.24% +314 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,709 $269K 0.05% -157 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,702 $269K 0.02% +891 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,700 $268K 0.08% +920 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,696 $268K 0.03% +116 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,696 $268K 0.24% +1,030 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,681 $267K 0.09% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,651 $265K <0.01% +372 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,620 $262K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,600 $262K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,604 $261K 0.01% +420 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,145 $261K 0.08% -2,252 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,584 $260K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,577 $259K 0.02% -489 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,550 $257K 0.01% -18 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,394 $257K 0.03% +385 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,531 $256K 0.05% +257 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,528 $256K <0.01% -143 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 3,528 $256K 0.37% -10,912 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,517 $255K 0.01% +299 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,497 $253K <0.01% +119 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,470 $251K 0.09% -712 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,461 $251K 0.02% +99 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,458 $251K 0.11% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,451 $250K <0.01% +2,357 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,445 $250K 0.25% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,439 $248K 0.01% +900 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,407 $247K 0.01% -886 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,379 $245K 0.01% -18,330 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,374 $244K 0.02% -1,730 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,360 $243K 0.04% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,343 $242K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,342 $242K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,341 $242K 0.01% +569 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,335 $242K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,328 $241K 0.01% -241 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,319 $240K 0.06% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,308 $240K 0.01% -893 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,285 $238K 0.02% -167 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,279 $238K 0.03% -109 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,279 $238K 0.01% -50 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,276 $237K 0.01% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,272 $237K 0.12% -17 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 3,250 $236K 0.05% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,235 $234K 0.2% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,228 $234K 0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,225 $234K 0.04% +29 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,221 $233K 0.03% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,220 $233K <0.01% -924 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,218 $233K 0.01% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,202 $232K 0.13% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,177 $230K <0.01% -4,547 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,136 $227K 0.05% +102 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,133 $227K 0.02% +713 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,122 $226K <0.01% -5,173 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,111 $225K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,105 $225K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,075 $223K <0.01% -3,825 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,061 $222K 0.03% -389 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,034 $220K 0.01% +195 13F-HR/A Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,028 $219K 0.04% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,843 $219K 0.02% +28 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,015 $218K 0.01% +237 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,000 $217K 0.07% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,000 $217K 0.02% 0 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,000 $217K 0.03% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,977 $216K 0.12% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,970 $215K 0.05% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,968 $215K 0.03% +39 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,952 $214K 0.01% -367 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,939 $213K 0.01% +9 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 2,904 $210K <0.01% -940 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,900 $210K 0.02% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,895 $210K 0.04% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,736 $210K 0.02% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,894 $210K <0.01% 0 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,752 $208K 0.02% -590 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,866 $208K 0.03% +6 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,853 $207K 0.02% -704 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,833 $205K <0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,812 $204K 0.03% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,782 $202K 0.05% -496 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,745 $199K 0.06% +20 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,715 $197K 0.01% -1,070 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,636 $191K 0.01% -27,870 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,626 $190K 0.02% +86 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,571 $186K 0.02% -350 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,532 $183K 0.05% -46 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,484 $180K 0.14% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,451 $178K <0.01% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,440 $177K 0.13% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,434 $176K 0.07% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,420 $175K 0.11% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,418 $175K 0.04% +19 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,342 $170K 0.09% +105 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,649 $166K 0.04% +159 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,279 $165K 0.01% +249 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,278 $165K 0.06% +450 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,239 $162K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,228 $161K 0.09% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,147 $156K 0.06% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,134 $155K 0.01% -243 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,065 $150K 0.02% +359 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,038 $148K 0.01% -94 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,016 $144K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,962 $143K 0.09% -136 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,838 $133K 0.14% -122 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,741 $126K <0.01% -28,613 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,573 $114K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,558 $113K 0.01% -299 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,539 $112K 0.01% -12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,500 $109K 0.02% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,494 $108K 0.06% +1,436 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,481 $107K +42 Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,447 $105K 0.06% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,435 $104K 0.02% -189 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,405 $102K 0.01% +5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,401 $102K 0.02% +190 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,374 $99.6K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,356 $98.3K 0.05% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,350 $97.8K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,340 $97K 0.07% -1,391 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,320 $96K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,259 $91.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,227 $90K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,226 $88.8K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,170 $84.8K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,074 $80.8K <0.01% -62 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,097 $79.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,041 $78.9K 0.01% +43 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,054 $76.4K 0.01% -332 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 905 $65.6K 0.07% +460 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 879 $64K <0.01% -67 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 842 $61K 0.01% +782 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 830 $60.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 828 $60K <0.01% +684 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 815 $59.1K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 801 $58K <0.01% +37 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $54.3K 0.02% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 723 $52.4K 0.02% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $50K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 671 $48.6K 0.01% -45 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 667 $48.3K <0.01% +142 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 658 $47.7K 0.02% +638 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 637 $46.2K 0.01% -24 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 631 $45.7K 0.01% -56 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 584 $45.5K 0.03% 0 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 627 $45.4K 0.05% -4,807 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 616 $44.6K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 604 $43.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $43.5K <0.01% new 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 600 $43.5K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $43.5K 0.02% -500 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $43.5K 0.01% 0 13F-HR/A Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 599 $43.4K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 578 $41.9K 0.01% +26 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 571 $41.4K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 558 $40.6K <0.01% new 13F-HR Timeline