Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,171 $361K 0.14% +122 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,158 $360K 0.01% -4,395 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,124 $357K 0.05% +397 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 5,118 $357K 0.06% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,115 $357K 0.02% +3,684 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,114 $357K 0.05% -557 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,116 $356K 0.12% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,102 $356K 0.41% -320 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,070 $355K 0.02% +10 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,089 $355K 0.05% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,072 $354K 0.12% +1,149 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,064 $353K 0.05% -318 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,900 $353K 0.06% +281 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,055 $353K 0.01% +725 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,035 $351K 0.15% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,033 $351K 0.26% +367 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,021 $350K 0.25% +101 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,990 $350K 0.08% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,984 $350K 0.01% -15 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,011 $349K 0.08% -950 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,997 $348K 0.15% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,986 $348K 0.01% +105 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,978 $347K 0.03% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,977 $347K 0.05% -98 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,969 $346K 0.02% -3,476 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,938 $344K 0.06% -200 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,936 $344K 0.09% -16 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,934 $344K 0.07% -290 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,923 $343K 0.02% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,923 $343K 0.07% -45 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,907 $342K 0.02% +384 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,901 $342K 0.08% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,890 $341K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 4,922 $339K 0.01% +885 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,852 $338K 0.08% +225 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,836 $337K 0.25% -1,000 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,835 $337K 0.09% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,831 $337K 0.08% +677 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,824 $336K 0.02% -209 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,822 $336K 0.05% +2 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,822 $336K 0.07% +1 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,802 $335K 0.03% +386 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,800 $335K 0.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,772 $333K 0.13% +468 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,771 $333K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,752 $331K 0.06% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,752 $331K 0.01% +1,078 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,748 $331K 0.03% +323 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,930 $330K 0.01% +56 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,713 $329K 0.26% -102 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 4,700 $328K 0.1% -21,150 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,695 $327K 0.08% -1,520 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,695 $327K 0.07% -100 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,681 $326K 0.02% -165 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,662 $325K 0.18% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,655 $325K 0.1% -1,633 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,655 $325K 0.05% -18 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,650 $324K 0.21% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,647 $324K 0.13% -2,278 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,640 $324K 0.03% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,640 $324K 0.02% +19 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,629 $323K 0.07% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,623 $322K 0.02% +510 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,618 $322K 0.05% -130 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,610 $321K 0.02% +400 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,610 $321K 0.04% -4,844 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,606 $321K 0.11% +5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,602 $321K 0.06% +412 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,744 $321K 0.04% -816 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,601 $321K 0.02% 0 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 4,600 $321K 0.15% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,599 $321K 0.08% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,599 $321K 0.26% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,570 $320K 0.08% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,575 $319K 0.08% +611 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,567 $318K 0.2% -44 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,555 $318K 0.1% -305 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,529 $316K 0.02% +284 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,523 $315K 0.12% -510 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,515 $315K 0.4% -4,931 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,500 $314K 0.07% +1,500 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $314K 0.07% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,550 $314K 0.01% -5,470 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,484 $313K 0.05% -32 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,457 $313K 0.14% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,467 $311K 0.02% -333 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,464 $311K 0.05% +79 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,447 $310K 0.04% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,440 $310K 0.04% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,439 $310K 0.03% -271 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,419 $308K 0.01% -1,850 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,414 $308K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,503 $306K 0.02% -1,107 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,381 $306K 0.04% +167 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 4,125 $305K 0.18% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,372 $305K 0.08% +995 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,370 $305K 0.23% +792 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,370 $305K 0.05% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,369 $305K 0.06% -87 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,362 $304K 0.4% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,360 $304K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,348 $303K 0.06% +1,299 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,346 $303K 0.05% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,338 $303K 0.06% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,315 $301K 0.26% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,312 $301K 0.03% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,309 $300K 0.06% -145 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,295 $299K 0.17% +6 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,293 $299K 0.01% -181,953 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,280 $298K 0.02% +32 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,267 $298K 0.04% +53 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,273 $298K 0.01% +1,437 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,270 $298K 0.03% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,264 $297K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,254 $297K 0.01% -963 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,254 $297K 0.11% -3,326 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,254 $297K 0.02% -50 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,226 $297K 0.03% -408 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,238 $296K 0.1% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,238 $296K 0.27% -60 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,238 $295K 0.01% +402 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 4,226 $295K 0.01% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,224 $295K 0.24% 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,210 $294K 0.01% -280 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,196 $294K 0.07% -2,257 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,210 $294K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,193 $292K <0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,168 $292K 0.04% +559 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,175 $291K 0.18% +1,212 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,157 $290K 0.02% -254 13F-HR Timeline City State Bank More: the full row for City State Bank 4,127 $288K 0.08% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,117 $287K 0.19% +16 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,083 $285K 0.02% +1,075 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,066 $284K 0.09% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,061 $283K 0.04% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,058 $283K 0.05% +652 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,055 $283K 0.07% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,045 $282K 0.16% +3,183 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,030 $281K 0.04% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,025 $281K 0.04% -602 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $281K 0.07% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,009 $280K 0.01% -77 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,008 $279K 0.02% +67 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,991 $278K 0.02% -40 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,989 $278K 0.18% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,984 $278K 0.01% -1,397 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,972 $277K 0.04% -3,133 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,970 $277K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,968 $277K 0.01% -215 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,965 $276K 0.05% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,955 $276K 0.03% -103 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,955 $276K 0.07% -66 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,938 $275K 0.01% -367 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,935 $274K 0.19% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,965 $274K 0.02% +415 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,925 $274K 0.08% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,897 $272K 0.04% +547 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,897 $272K 0.11% +162 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,863 $269K 0.02% +160 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,854 $269K 0.11% +56 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,849 $268K 0.08% -6,229 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,840 $268K 0.02% +306 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,832 $267K 0.01% -102 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,830 $267K 0.04% -230 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,827 $267K 0.05% -620 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,821 $266K 0.05% -105 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,820 $266K 0.09% -91 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,815 $266K <0.01% -3,688,049 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,801 $265K 0.01% -926 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,798 $265K 0.06% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,790 $264K 0.02% +24 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,778 $264K 0.02% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,777 $263K 0.03% +14 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,771 $263K 0.05% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,534 $262K 0.11% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,727 $261K 0.05% -393 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,749 $261K 0.02% -171 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,730 $260K 0.14% -171 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,730 $260K 0.21% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,696 $258K 0.03% +555 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,729 $256K 0.01% +136 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,666 $256K 0.1% +168 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,654 $255K 0.17% +33 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,648 $254K 0.09% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,647 $254K 0.03% -220 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,633 $253K 0.01% +549 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,628 $253K 0.04% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,620 $252K 0.07% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,608 $252K 0.03% -100 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,606 $251K 0.17% +414 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,998 $250K 0.02% -1,718 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,590 $250K 0.04% -200 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,587 $250K 0.34% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,371 $250K 0.03% +3 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,581 $250K 0.05% +3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,580 $250K 0.01% -36,161 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,577 $249K 0.05% +122 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,566 $249K 0.06% -3,097 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,561 $248K <0.01% -1,720 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 3,551 $248K 0.13% +5 13F-HR Timeline