DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,704 $362K 0.01% -11,881 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 5,700 $362K 0.23% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,695 $362K 0.02% -264 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,655 $361K 0.01% -401 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,656 $361K 0.04% +476 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,677 $360K 0.14% +505 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,621 $357K 0.02% +741 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,525 $355K 0.1% +394 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,595 $355K 0.07% -367 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,592 $355K 0.04% -338 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,583 $354K 0.14% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,581 $354K 0.02% -2,473 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,532 $351K 0.03% +822 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 5,511 $350K 0.11% 0 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,500 $349K 0.04% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,506 $349K 0.06% +445 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,465 $347K 0.03% +600 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,416 $344K 0.03% -528 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,330 $343K 0.05% +1,000 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,399 $343K 0.02% -588 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,350 $342K 0.05% +390 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,374 $341K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,370 $341K 0.07% +80 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,354 $340K 0.27% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,339 $339K 0.13% +200 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,325 $338K 0.03% -89 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,321 $338K 0.05% -124 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,318 $338K 0.07% +1,825 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,312 $337K <0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,976 $337K 0.03% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,304 $337K 0.14% +2,263 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,281 $335K 0.22% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 5,263 $334K 0.06% -275 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,252 $333K 0.09% +1,925 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,218 $331K 0.05% -151 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,212 $330K 0.01% +2,995 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 5,185 $329K <0.01% new 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,135 $326K 0.15% +645 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,125 $325K 0.05% -43 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,110 $324K 0.01% -204 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,107 $324K 0.01% 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,598 $323K 0.03% -965 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,072 $322K 0.01% +56 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,060 $321K 0.06% -1,343 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,050 $321K 0.03% +1,109 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,457 $320K 0.01% -560 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 5,034 $320K 0.43% +1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,025 $319K 0.06% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,019 $319K 0.1% +379 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,010 $318K 0.06% +25 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,991 $317K 0.27% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,992 $317K 0.28% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,984 $316K 0.16% +351 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,981 $316K 0.14% -496 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,976 $316K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,956 $315K 0.02% -4 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,941 $314K 0.05% -197 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,921 $312K <0.01% -59 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,919 $312K 0.03% -9,834 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,901 $311K 0.08% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,209 $311K 0.08% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,894 $311K 0.01% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,890 $310K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFG Advisers LLC More: the full row for TFG Advisers LLC 4,882 $310K 0.11% -483 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,879 $310K 0.04% -1,184 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,871 $309K 0.04% +450 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,869 $309K 0.05% -3,656 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,846 $308K <0.01% +1,369 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,835 $307K 0.09% -5,473 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,824 $306K 0.07% -268 13F-HR Timeline City State Bank More: the full row for City State Bank 4,822 $306K 0.1% +1,000 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,819 $306K 0.08% +1 13F-HR/A Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,800 $305K 0.09% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,795 $304K 0.01% -19 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,771 $303K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,765 $302K 0.27% +100 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,759 $302K 0.07% +1,000 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,737 $301K 0.04% +1,728 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,706 $299K 0.03% +1,674 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,696 $298K 0.05% -104 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,682 $297K 0.11% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,649 $297K 0.13% +124 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,673 $297K 0.01% -2,663 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,666 $296K 0.03% +192 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 4,660 $296K 0.11% new 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,650 $295K 0.2% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,648 $295K <0.01% -1,783 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,640 $295K 0.02% -1,002 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,640 $295K 0.04% -125 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,640 $295K 0.02% -726 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,610 $293K 0.01% -125 13F-HR Timeline Group D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 4,600 $292K 0.16% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,599 $292K 0.28% -38 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,596 $292K 0.06% new 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,595 $292K 0.13% +5 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,589 $291K 0.14% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,560 $289K 0.26% -190 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,559 $289K 0.02% +137 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,551 $289K 0.01% +1,464 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 4,551 $289K 0.16% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,550 $289K 0.02% +598 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,544 $288K 0.27% -182 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,532 $288K 0.05% -8 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,475 $286K 0.06% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $286K 0.08% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,480 $284K 0.07% -695 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,330 $284K 0.13% +2,003 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,454 $283K 0.06% -1,084 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,400 $281K 0.08% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,425 $281K 0.08% +760 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,707 $281K 0.02% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,392 $279K 0.02% -1,377 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,382 $278K 0.25% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,361 $277K 0.02% +10 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,360 $277K 0.41% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,359 $277K 0.02% -987 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,353 $276K 0.03% -333 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,345 $276K 0.03% -271 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,345 $276K 0.03% new 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,333 $275K 0.02% +135 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,326 $275K 0.01% +109 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,309 $274K 0.18% +277 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,315 $274K 0.04% +402 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,312 $274K 0.22% -2,031 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,305 $273K 0.06% -1,993 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,277 $272K 0.29% -202 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,267 $271K 0.02% -29,824 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,260 $270K 0.4% -830 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,263 $270K 0.06% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,257 $270K 0.13% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,204 $269K 0.06% +526 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,214 $268K 0.04% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,211 $267K 0.06% -2,086 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,209 $267K 0.23% -74 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,200 $267K 0.18% -86 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,141 $263K 0.01% -6,797 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,136 $263K 0.01% -1,133 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,132 $262K 0.04% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,115 $261K 0.03% +415 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,390 $260K 0.01% +1,420 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,101 $260K 0.03% -335 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,100 $260K 0.01% -53 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,098 $260K 0.01% -1,747 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,088 $260K 0.04% -1,691 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,090 $260K 0.01% -3,897 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,089 $260K 0.05% -771 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,089 $260K 0.02% -2,200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,080 $259K 0.02% +365 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,066 $258K 0.09% -31 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,052 $257K 0.05% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,049 $257K 0.12% +806 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,031 $256K 0.02% -845 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $256K 0.07% -1,550 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,027 $256K 0.12% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,015 $255K 0.19% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,010 $255K 0.03% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,997 $254K 0.01% -221 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,994 $254K 0.15% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,986 $253K 0.01% +691 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,989 $253K 0.2% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,973 $252K 0.01% +200 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 3,973 $252K 0.14% -61,076 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,971 $252K 0.13% +381 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,929 $251K 0.07% -185 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,929 $249K 0.03% +1 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,766 $249K 0.07% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,918 $249K 0.06% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,911 $248K 0.1% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,901 $248K 0.15% -4 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,891 $247K 0.03% -479 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,883 $246K 0.06% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,880 $246K 0.07% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,854 $246K 0.02% -231 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,878 $246K 0.04% +17 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,876 $246K 0.05% +211 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 3,871 $246K <0.01% -23,821 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,867 $245K 0.02% +73 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,867 $245K 0.01% +16 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,852 $245K 0.01% -715 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,847 $244K 0.01% -2,635 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,846 $244K 0.01% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,477 $244K 0.05% +373 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,213 $243K 0.08% -928 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,823 $243K 0.09% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,820 $242K 0.08% -155 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,811 $242K 0.2% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,807 $242K 0.02% -452 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,802 $241K 0.04% +202 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 3,795 $241K 0.01% new 13F-HR Timeline Group Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,517 $241K 0.25% -409 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,790 $241K 0.06% +662 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,765 $239K 0.14% -6,899 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,762 $239K 0.13% +257 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,760 $239K 0.02% -144 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,758 $239K 0.12% -7,078 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,753 $238K 0.11% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,752 $238K 0.3% +454 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,747 $238K 0.03% +14 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,745 $238K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,741 $237K 0.03% +550 13F-HR Timeline