Grace & Mercy Foundation, Inc. More: the full row for Grace & Mercy Foundation, Inc. 25,000 $1.59M 0.36% 0 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 24,933 $1.59M 0.21% -7,993 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,894 $1.59M 0.03% +1,925 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 24,893 $1.59M 0.37% +1,564 13F-HR Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 24,825 $1.58M 1.18% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,744 $1.58M 0.04% -5,515 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 24,708 $1.57M 1.61% -257 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 24,701 $1.57M 0.03% -2,317 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,649 $1.57M 0.07% -1,274 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 24,647 $1.57M 0.62% +1,150 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 24,595 $1.57M 0.24% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 24,574 $1.56M 0.41% -162 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 24,555 $1.56M 0.5% +2,612 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,192 $1.55M 0.04% -3,907 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 24,097 $1.54M 0.46% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,000 $1.53M 0.03% +4,569 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 23,733 $1.51M 0.21% -485 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 23,485 $1.5M 0.64% +3,366 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 23,423 $1.49M 0.06% +10,529 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 23,260 $1.49M 0.58% -137 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 23,260 $1.48M 0.61% -805 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 23,241 $1.48M 0.02% -1,388 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 23,236 $1.48M 0.01% +5,821 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 23,150 $1.47M 0.23% +2,810 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 23,139 $1.47M 0.11% +399 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 23,110 $1.47M 0.05% +4,397 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 23,098 $1.47M -671 Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 22,991 $1.46M 0.03% -4,193 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,873 $1.46M 0.1% -8,941 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 22,796 $1.45M 0.6% -302 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 22,708 $1.45M 0.04% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 22,571 $1.44M 0.53% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,542 $1.44M 0.01% -612 13F-HR Timeline Group VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 22,495 $1.43M 0.39% 0 13F-HR/A Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 22,307 $1.43M 0.33% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 22,388 $1.43M 0.02% -4,762 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 22,321 $1.42M 0.6% -2,197 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 22,285 $1.42M 0.32% +125 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,017 $1.42M 0.12% -13,143 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 22,197 $1.41M 0.11% -33 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 22,043 $1.4M 0.07% -6,618 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 22,039 $1.4M 0.38% -266 13F-HR Timeline TOBAM More: the full row for TOBAM 21,973 $1.4M 0.34% -14,440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAYPOINTE PARTNERS LLC More: the full row for BAYPOINTE PARTNERS LLC 21,939 $1.4M 2.94% -128,061 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,923 $1.4M 0.02% +2,391 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 21,921 $1.4M 0.11% -400 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,802 $1.39M 0.01% -2,116 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 21,662 $1.38M 0.98% +605 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 21,649 $1.38M 0.08% -71,355 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 21,639 $1.38M 0.06% +8,386 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 21,601 $1.38M 0.16% +503 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 21,543 $1.37M 0.31% -286 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 21,419 $1.36M 0.11% +3,357 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 21,364 $1.36M 0.02% -3,354 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 21,296 $1.36M 0.18% -4,880 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,286 $1.36M 0.14% -76 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 21,252 $1.35M 0.02% +11,873 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 21,902 $1.34M 0.04% +5,966 13F-HR/A Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 20,999 $1.34M 0.06% -3,891 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 20,986 $1.34M 0.99% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 20,967 $1.34M 0.04% -1,549 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 20,954 $1.33M 0.28% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 20,926 $1.33M 0.02% -1,819 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 20,612 $1.32M 0.02% +30 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 20,695 $1.32M 0.75% -22,912 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,693 $1.32M 0.02% -860 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 20,678 $1.32M 1.11% +1,655 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 20,664 $1.32M 0.09% -2,885 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 20,598 $1.31M 0.43% -2,904 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 20,592 $1.31M 0.03% -1,853 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 20,517 $1.31M 0.84% -844 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 20,515 $1.31M 0.86% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 20,496 $1.31M 0.01% 0 13F-HR Timeline Group Lindsell Train Ltd More: the full row for Lindsell Train Ltd 20,400 $1.3M 0.03% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 20,400 $1.3M 0.13% -370 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 20,269 $1.29M 0.05% -8,464 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 20,232 $1.29M 0.06% +3,348 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,206 $1.29M 0.02% -1,280 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 20,171 $1.29M 0.44% -2,020 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 20,145 $1.28M 0.11% -4,383 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 20,107 $1.28M 0.27% -458 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,027 $1.28M 0.08% -8,147 13F-HR Timeline Busey Bank More: the full row for Busey Bank 19,979 $1.27M 0.03% -1,304 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 19,916 $1.27M 0.2% +144 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,842 $1.26M 0.02% -487 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 19,800 $1.26M 0.04% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 19,754 $1.26M 0.79% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 19,405 $1.24M 0.12% -134 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 19,446 $1.24M 0.02% -3,784 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 19,415 $1.24M 0.06% +13,257 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 19,380 $1.23M 0.42% -13,299 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19,339 $1.23M 0.02% +153 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 19,282 $1.23M 0.51% +150 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 19,273 $1.23M 0.07% -4,717 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,203 $1.22M 0.05% +6,438 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,202 $1.22M 0.04% -13,076 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 19,059 $1.21M 0.26% -411 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,995 $1.21M 0.03% -122 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 18,958 $1.21M 0.28% -323 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,570 $1.21M 0.02% -65 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 18,930 $1.21M 0.2% +710 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 18,865 $1.2M 0.3% -107 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 17,235 $1.2M 0.17% -1,570 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 18,796 $1.2M 0.28% -74 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 18,715 $1.19M 0.22% -4,530 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,682 $1.19M +560 Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 18,666 $1.19M 0.63% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 18,624 $1.19M 0.14% -3,190 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,596 $1.18M 0.05% +1,479 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 18,583 $1.18M 0.29% +841 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 18,274 $1.18M -3,814 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,578 $1.18M 0.02% -308 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,568 $1.18M 0.09% -12 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,507 $1.18M 0.03% -2,224 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,494 $1.18M 0.1% +1,598 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 18,456 $1.18M 0.04% +5,023 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 18,313 $1.17M 0.35% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,279 $1.16M 0.02% -660 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 18,231 $1.16M 1.11% -2,859 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18,230 $1.16M 0.27% -4,203 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,227 $1.16M 0.12% +3,404 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,928 $1.14M 0.01% +5,175 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 17,888 $1.14M 0.09% -80 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,880 $1.14M 0.09% +7,382 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 17,495 $1.14M 0.22% +320 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 17,742 $1.13M 0.01% new 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 17,597 $1.13M 0.09% -760 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 17,638 $1.12M 0.27% +7,461 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 17,636 $1.12M 0.27% -19,890 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 17,595 $1.12M 0.13% -1,821 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 17,591 $1.12M 0.26% +84 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 17,560 $1.12M 0.5% +7,910 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,508 $1.12M 0.05% -350 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 17,506 $1.12M 0.5% -300 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 17,424 $1.11M 0.23% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,416 $1.11M 0.05% -942 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 17,346 $1.11M 0.15% -2,380 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 17,229 $1.1M 0.49% -240 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 17,200 $1.1M 0.09% 0 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 17,189 $1.1M 0.52% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,141 $1.09M 0.05% +5,340 13F-HR/A Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 17,125 $1.09M 0.48% -325 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,005 $1.08M 0.27% +207 13F-HR Timeline Group United Bank More: the full row for United Bank 16,995 $1.08M 0.37% -1,901 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 16,674 $1.06M 0.39% -805 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 16,648 $1.06M 0.03% -3,227 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,647 $1.06M 0.05% +1,396 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 16,603 $1.06M 0.22% -249 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16,586 $1.06M 0.02% -10,678 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,523 $1.05M 0.01% +2,920 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 16,480 $1.05M 0.34% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 16,434 $1.05M 0.05% +4,282 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 16,401 $1.04M 0.13% +184 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 16,382 $1.04M 0.1% -40 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 16,238 $1.03M 0.25% -1,450 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 16,237 $1.03M 0.17% +414 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 16,206 $1.03M 0.65% +741 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 16,183 $1.03M 0.13% -318 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,131 $1.03M 0.02% -16,991 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 16,128 $1.03M 0.05% -57,006 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 16,121 $1.03M 0.45% +525 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 15,977 $1.02M 0.66% -8,183 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,921 $1.01M 0.06% -1,200 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 15,904 $1.01M 0.74% -400 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 15,821 $1.01M 0.04% +373 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 15,756 $1M 0.27% +799 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15,676 $999K 0.11% -3,046 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,564 $992K 0.01% -570 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 15,557 $991K 0.31% +3,297 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,500 $988K 0.19% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,383 $980K 0.04% +2,798 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,249 $972K 0.05% +3,650 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 15,167 $966K 0.11% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,006 $956K 0.02% -223 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 15,000 $956K 0.19% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,792 $942K 0.21% -5,667 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,785 $942K 0.08% -1,030 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 14,764 $941K 0.02% -1,991 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 14,737 $939K 0.1% -4,527 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 14,723 $938K 0.32% +2,729 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 14,687 $936K 0.39% +2,983 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,644 $933K 0.35% +4,876 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,511 $932K 0.03% -80,897 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 14,556 $927K 0.71% -119 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 14,553 $927K 0.2% -6,332 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 14,393 $917K 0.09% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 14,310 $912K 0.68% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,310 $912K 0.1% +7,316 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,300 $911K 0.07% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,297 $911K 0.06% +1,185 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 14,295 $911K 0.32% +7,653 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,271 $909K 0.44% +6,207 13F-HR Timeline Blue Trust, Inc. 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