Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,999 $357K 0.01% -656 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,998 $357K 0.02% +1,144 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,997 $355K 0.16% -750 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,996 $355K 0.01% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,978 $354K 0.04% +1,049 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,968 $353K 0.07% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,611 $352K 0.24% +94 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,944 $352K 0.01% -163 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,952 $352K 0.1% -300 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,923 $350K 0.02% -33 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,920 $350K 0.26% +1,168 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,904 $348K 0.09% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,901 $348K 0.08% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,611 $348K 0.05% -710 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,890 $347K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foster Group, Inc. More: the full row for Foster Group, Inc. 4,881 $347K 0.01% +555 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,874 $346K 0.01% -892 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,860 $345K 0.11% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,846 $344K 0.02% -553 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,835 $343K 0.1% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,821 $342K 0.08% +2 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,820 $342K 0.05% -49 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,815 $342K 0.29% +50 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,800 $341K 0.02% -1,099 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,800 $341K 0.09% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,795 $341K 0.08% -2,760 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,754 $340K 0.02% -2,934 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,771 $339K 0.04% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,765 $338K <0.01% -156 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,753 $338K 0.05% -257 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,752 $338K 0.06% -986 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,748 $337K 0.04% -758 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,727 $336K 0.02% +394 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,710 $335K 0.04% -169 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,619 $333K 0.06% +415 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,682 $333K 0.01% -1,215 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,673 $332K 0.05% -23 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,666 $331K 0.28% +122 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,666 $331K 0.16% new 13F-HR/A Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,634 $331K 0.03% -1,550 13F-HR Timeline Group Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 4,660 $331K 0.07% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,386 $331K 0.03% -1,212 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,650 $330K 0.21% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,640 $330K 0.03% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,627 $329K 0.05% -314 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,627 $329K 0.09% -2,243 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,621 $328K 0.02% +590 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,710 $328K 0.2% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,601 $327K 0.12% +6 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,601 $327K 0.02% +512 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,601 $327K 0.01% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 4,600 $327K 0.16% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,599 $327K 0.1% -83 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,599 $327K 0.28% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,597 $327K 0.04% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,570 $326K 0.09% +170 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 4,580 $325K 0.16% +29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,259 $322K 0.03% +452 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,523 $321K 0.02% +443 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,516 $321K 0.06% -14,771 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,510 $320K 0.08% +85 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $320K 0.08% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,490 $319K 0.01% -11,214 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,464 $319K 0.11% -185 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,456 $317K 0.07% -3,219 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,454 $316K 0.07% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,447 $316K 0.04% -1,635 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,447 $316K 0.06% -923 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,440 $315K 0.04% -200 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,425 $314K 0.03% +72 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,416 $314K 0.03% -1,049 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,414 $314K 0.02% -1,900 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,411 $313K 0.03% -26,765 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,404 $313K 0.01% +537 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,389 $312K 0.07% +658 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 4,385 $312K 0.06% +507 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,382 $311K <0.01% +679 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,362 $310K 0.42% +2 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,337 $308K 0.31% +28 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,330 $308K 0.01% -1,374 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,329 $308K 0.11% -553 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,315 $307K 0.26% -245 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,305 $306K 0.01% +205 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,304 $306K 0.13% +277 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,304 $306K 0.02% -246 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,298 $305K 0.3% +21 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,289 $305K 0.19% +89 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,278 $304K 0.01% -273 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,270 $303K 0.03% +155 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,257 $302K 0.13% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,248 $302K 0.02% -2,085 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,245 $302K 0.02% -22 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,238 $301K 0.11% -1,511 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,225 $300K 0.09% -10,277 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,214 $299K 0.04% -911 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,210 $299K 0.02% -1,485 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,214 $299K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,190 $298K 0.07% +367 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,183 $297K 0.01% -4,696 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,021 $297K 0.16% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,037 $297K 0.01% -234 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,962 $296K 0.08% +33 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,154 $295K 0.07% -6,121 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,148 $295K 0.01% -525 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,120 $294K 0.06% new 13F-HR Timeline City State Bank More: the full row for City State Bank 4,127 $293K 0.09% -695 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,113 $292K 0.02% +246 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,101 $291K 0.21% -211 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 4,100 $291K 0.05% -3,800 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,086 $290K 0.01% -50 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,066 $289K 0.1% 0 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,061 $288K 0.04% +1,203 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,060 $288K 0.05% -1,000 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,058 $288K 0.04% -43 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,055 $288K 0.08% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,047 $288K 0.02% -314 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,037 $287K 0.02% -322 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,031 $286K 0.03% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $286K 0.07% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4,021 $286K 0.08% +3,518 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,016 $285K 0.19% +1 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,010 $285K 0.46% -250 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,989 $283K 0.2% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,971 $282K 0.13% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,970 $282K 0.06% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,965 $282K 0.05% -87 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,964 $282K 0.07% -3,000 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,941 $280K 0.02% +494 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,934 $279K 0.01% -207 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,926 $279K 0.06% -2,674 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,925 $279K 0.09% -61,613 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,923 $279K 0.1% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,920 $278K 0.02% +829 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,923 $278K 0.02% -3,758 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,911 $278K 0.1% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,900 $277K 0.03% +500 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,899 $277K 0.14% -150 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,885 $276K 0.05% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,873 $275K 0.04% +177 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,867 $275K 0.04% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,836 $273K 0.01% -16 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,836 $273K 0.1% -2,674 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,798 $270K 0.06% -85 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,798 $270K 0.13% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,790 $269K 0.05% +103 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,771 $268K 0.05% +180 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,766 $268K 0.03% +84 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,763 $267K 0.03% +16 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,758 $267K 0.06% -5,965 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,755 $267K 0.03% -33,584 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,735 $265K 0.12% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,730 $265K 0.21% +100 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,725 $265K 0.13% +1,000 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,720 $264K 0.01% -370 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,708 $263K 0.03% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,703 $263K 0.02% +2 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,689 $262K 0.03% -6,328 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,682 $262K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,674 $261K 0.01% -3,514 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,657 $260K 0.01% -189 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,654 $260K <0.01% -2,555 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,609 $258K 0.03% -736 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,621 $257K 0.2% -588 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,620 $257K 0.08% -200 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,615 $257K 0.12% -90 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,606 $256K 0.07% -5,256 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 3,587 $256K <0.01% -284 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,601 $256K 0.09% -4 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,593 $255K 0.02% -167 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,587 $255K 0.37% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,578 $254K 0.05% -340 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,578 $254K 0.21% +201 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,625 $253K 0.01% +277 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,565 $253K 0.03% +660 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,550 $252K 0.02% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,547 $252K 0.01% -300 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,546 $252K 0.14% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,543 $252K 0.05% -668 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,534 $251K 0.02% -1,025 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,533 $251K 0.03% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,530 $251K 0.08% -15 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,501 $249K 0.01% +20 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,500 $249K 0.04% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,498 $248K 0.1% +28 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,492 $248K 0.03% -853 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,901 $248K 0.15% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,480 $247K 0.01% -273,549 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,368 $247K 0.03% +2 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,469 $246K 0.04% -260 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,455 $246K 0.05% +223 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,458 $246K 0.07% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,450 $245K 0.16% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,441 $244K 0.02% +139 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,427 $243K 0.06% +2,392 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,406 $242K 0.05% -1,912 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,247 $241K 0.03% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,385 $240K 0.05% +12 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,379 $240K 0.1% +20 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 3,377 $240K 0.07% +112 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,377 $240K 0.02% -309 13F-HR Timeline