Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 6,191 $446K 0.13% -928 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 5,882 $445K 0.28% -900 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,858 $443K 0.18% -1,738 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 5,847 $442K 0.2% -250 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,845 $442K 0.02% -310 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,835 $442K 0.04% +1,077 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,834 $441K 0.13% +940 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,821 $440K 0.06% -1,993 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 5,802 $437K 0.28% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,779 $437K 0.06% -3,950 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,769 $437K 0.03% +3,039 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,763 $436K 0.08% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,807 $433K 0.12% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,709 $432K 0.23% +1,079 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5,670 $429K 0.04% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,017 $429K 0.01% -569 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,654 $428K 0.02% -1,380 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,610 $425K 0.14% -3,418 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,601 $424K 0.16% +33 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,571 $424K 0.04% -1,795 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 5,583 $422K 0.12% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,550 $422K 0.12% -4,500 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,642 $422K 0.03% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 5,538 $419K 0.08% -560 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,538 $419K 0.09% -1,047 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 5,511 $417K 0.13% +400 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,414 $412K 0.05% +78 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,410 $409K 0.07% -1,216 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 5,367 $408K <0.01% -524 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,374 $407K 0.05% -380 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,369 $406K 0.06% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,366 $406K 0.03% -791 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,365 $406K 0.15% -142 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,354 $405K 0.31% -100 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,346 $405K 0.02% +1,101 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,314 $402K 0.01% +510 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,477 $402K 0.16% +2,956 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 5,290 $400K 0.31% -9,315 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,290 $400K 0.07% -493 13F-HR/A Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,281 $400K 0.24% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,269 $399K 0.02% -541 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,261 $398K 0.03% +1,539 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,224 $395K 0.07% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,180 $394K 0.04% +645 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 5,191 $393K 0.39% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,445 $392K 0.06% +98 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,178 $392K 0.03% +3,402 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,175 $392K 0.09% -1,125 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,172 $391K 0.15% +124 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,168 $391K 0.06% +317 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,140 $389K 0.05% -2,404 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,138 $389K 0.06% -198 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,139 $389K 0.13% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,131 $388K 0.11% +800 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,099 $386K 0.12% +32 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,092 $385K 0.11% +1,130 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,090 $385K 0.57% 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,061 $385K 0.07% 0 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,068 $383K 0.15% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 5,033 $381K 0.2% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,025 $380K 0.07% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,016 $380K 0.01% -24,408 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,960 $377K 0.05% -600 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,980 $377K <0.01% -100 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,290 $376K 0.09% +345 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,962 $375K 0.09% -3,706 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,960 $375K 0.02% -10 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,926 $373K 0.33% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,985 $372K 0.06% -109 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,901 $371K 0.09% -84 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,890 $370K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,884 $370K 0.14% +14 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,880 $369K 0.02% -1,635 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,876 $369K 0.02% 0 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,876 $369K 0.03% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,974 $368K 0.14% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,865 $368K 0.04% +525 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,860 $368K 0.07% -7,517 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,855 $367K 0.01% -569 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,852 $367K 0.19% +1,882 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,141 $366K 0.12% -43 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,818 $365K 0.09% -237 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,814 $364K 0.01% -367 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,800 $363K 0.09% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,800 $363K 0.06% -20 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,771 $361K 0.04% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,765 $361K 0.05% -136 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,750 $359K 0.34% -140 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,735 $358K 0.01% -126 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,729 $358K 0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,726 $358K 0.34% 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 4,723 $357K 0.01% +464 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,710 $356K 0.02% -1,765 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,700 $356K 0.03% +788 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,700 $356K 0.01% -304 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,686 $355K 0.04% -529 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,682 $354K 0.12% -526 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,665 $353K 0.3% -30 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,650 $352K 0.24% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,642 $351K 0.01% -377,202 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,640 $351K 0.11% -209 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,637 $351K 0.31% -301 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,927 $351K 0.02% +398 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,633 $351K 0.17% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,629 $350K 0.34% 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 4,600 $350K 0.19% -85 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,616 $349K 0.04% -1,324 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,186 $349K 0.02% -53 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,590 $347K 0.15% +4 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,573 $346K 0.1% -831 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,567 $346K 0.01% -1,182 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 4,551 $344K 0.19% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,525 $344K 0.1% -21 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,540 $344K 0.06% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $341K 0.09% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,490 $340K 0.16% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,488 $340K 0.01% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,479 $339K 0.37% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,632 $339K 0.03% -234 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,474 $339K 0.04% +492 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,447 $337K 0.34% 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,444 $336K 0.32% -385 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,437 $336K 0.04% -1,650 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,436 $336K 0.05% +415 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,400 $335K 0.09% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,422 $335K 0.03% +351 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,421 $335K 0.05% -96 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,397 $333K 0.04% -286 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,388 $332K 0.03% new 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 4,360 $332K 0.02% +1,569 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 4,369 $331K -7,867 Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,371 $331K 0.13% -926 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,370 $331K 0.04% -47 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,360 $330K 0.49% 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,351 $329K 0.02% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,348 $329K 0.06% -2,884 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,340 $328K <0.01% new 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,330 $328K 0.05% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,333 $328K 0.04% -371 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,310 $326K 0.05% +163 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,517 $326K 0.07% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,286 $324K 0.1% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,286 $324K 0.21% +34 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,283 $324K 0.28% +611 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,269 $323K 0.02% +87 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,257 $322K 0.14% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,255 $322K 0.02% -300 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,385 $321K 0.02% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,234 $320K 0.01% +202 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 4,229 $320K 0.04% -1,989 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,218 $319K 0.02% -699 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,217 $319K 0.01% -232 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,214 $319K 0.05% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,204 $318K 0.12% -98 13F-HR/A Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,205 $318K 0.19% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,259 $318K 0.03% +768 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,200 $318K 0.01% -2,565 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,198 $318K 0.02% -211 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,193 $317K 0.06% +469 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,190 $317K 0.03% +875 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,167 $315K 0.12% -130 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,153 $314K 0.01% +1,316 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,132 $313K 0.05% +1,500 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 4,114 $312K 0.12% +2 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,085 $311K 0.02% +86 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,097 $310K 0.11% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,095 $310K 0.08% +73 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,079 $309K 0.08% -4,010 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,052 $307K 0.06% -13 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,046 $306K 0.01% -1,025 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,032 $305K 0.2% +172 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,026 $305K 0.07% -17,582 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,015 $304K 0.22% -100 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,000 $303K 0.32% 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,989 $302K 0.23% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,976 $301K 0.02% -584 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,975 $301K 0.09% -23 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,961 $300K 0.19% +561 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,952 $299K 0.03% -349 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,942 $298K 0.02% -73 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,941 $298K 0.02% -96 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,928 $297K 0.04% -390 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,918 $296K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,913 $296K 0.04% -1,967 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,911 $296K 0.11% -1,005 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,905 $295K 0.2% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,904 $295K 0.02% +103 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,899 $295K 0.16% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,885 $294K 0.17% -786 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,883 $294K 0.07% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,104 $292K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,861 $292K 0.06% +191 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,851 $291K 0.01% +1,247 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,850 $291K 0.19% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,827 $290K 0.1% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3,822 $289K 0.1% -1,600 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,818 $289K 0.03% -234 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,811 $288K 0.23% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,802 $288K 0.03% +206 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,800 $288K 0.12% 13F-HR Timeline