SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,327 $781K 0.2% +50 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,291 $772K 0.02% +1,875 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,265 $766K 0.25% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,253 $764K 0.35% +85 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,255 $764K 0.01% -119 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 3,237 $760K 0.61% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,150 $757K 0.23% +950 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,220 $756K 0.27% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,221 $756K 0.07% +59 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,210 $753K <0.01% +289 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,209 $753K 0.38% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,189 $748K 0.01% +77 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,185 $748K 0.06% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,184 $747K 0.03% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,162 $742K 0.05% -15 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,144 $738K 0.04% -108 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,138 $736K 0.14% -69 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,136 $736K 0.03% +13 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,133 $735K 0.22% -18 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,125 $733K 0.09% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,124 $733K 0.05% -60 13F-HR Timeline Group FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,121 $732K 0.14% -19 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,115 $731K 0.07% -161 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,108 $729K 0.02% -1,768 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,097 $727K 0.03% +45 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 3,091 $725K 0.18% +309 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,089 $725K 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,087 $725K 0.15% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,094 $722K 0.02% +28 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,067 $720K 0.49% +1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,066 $720K 0.24% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,059 $718K 0.04% -40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,053 $717K 0.09% +16 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,047 $715K 0.01% +50 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,046 $715K 0.28% -40 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,041 $714K 0.73% -400 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,033 $712K 0.33% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,000 $704K 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,993 $702K 0.01% -3,596 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,992 $702K 0.02% +169 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,983 $700K 0.01% -736 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,961 $695K 0.02% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,953 $693K 0.04% +123 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 2,952 $693K 0.2% -234 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,940 $690K 0.01% -32 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,933 $688K 0.29% +175 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,933 $688K 0.06% -21 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,926 $686K 0.12% -370 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,902 $681K 0.23% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,901 $681K <0.01% -481 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,888 $678K 0.05% +5 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,867 $673K 0.22% -15 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,866 $673K 0.34% -35 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,686 $672K 0.07% +434 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,862 $672K 0.02% -83 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,694 $670K 0.22% -113 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,844 $667K 0.19% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,843 $667K 0.07% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,835 $665K <0.01% -6,648 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,823 $663K 0.01% +134 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 2,805 $658K 0.23% -218 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 2,794 $656K 0.15% -10 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,792 $655K 0.3% +1,777 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,781 $653K 0.11% -26 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,772 $651K 0.05% +51 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,767 $649K 0.05% -64 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,756 $647K 0.03% +678 13F-HR/A Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,753 $646K 0.28% +14 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,749 $645K 0.03% -9,248 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,742 $644K 0.11% +1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,732 $641K 0.08% 0 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,726 $640K 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,716 $638K 0.13% +540 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,700 $634K 0.17% -270 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,700 $634K 0.33% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 2,698 $633K 0.15% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,698 $633K 0.42% -2 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,692 $632K 0.17% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,691 $632K 0.01% -12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,681 $629K 0.07% +20 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,659 $624K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,651 $622K 0.03% +2 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,650 $622K 0.03% -352 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,635 $618K 0.07% +434 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,633 $618K 0.52% +1,367 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,596 $609K 0.01% +9 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,590 $608K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,588 $607K 0.02% +38 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,586 $607K 0.1% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,572 $604K 0.02% +253 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,570 $603K 0.09% +105 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,568 $603K 0.12% -72 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,550 $599K 0.23% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,550 $598K 0.02% +19 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,535 $595K 0.18% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,533 $594K 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,531 $594K 0.01% -79 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,523 $592K 0.02% +146 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,520 $591K 0.02% -6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,518 $591K 0.08% -21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,518 $591K 0.05% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,517 $591K 0.02% -67 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,511 $589K 0.06% +14 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 2,511 $589K 0.16% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,507 $588K 0.02% +49 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,506 $588K 0.02% -337 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,502 $587K 0.04% -4 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 2,500 $587K 0.61% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,500 $587K 0.01% +500 13F-HR Timeline Group Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 2,500 $587K 0.04% +500 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,499 $586K 0.06% +152 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,494 $585K 0.07% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,489 $584K 0.02% -581 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,468 $579K 0.04% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,462 $578K 0.23% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,451 $575K 0.23% +50 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,450 $575K 0.11% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,443 $573K 0.05% +1,489 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,432 $571K 0.12% -50 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,428 $570K <0.01% -250 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,420 $568K 0.26% +158 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,413 $566K 0.2% 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,404 $564K 0.35% +35 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,403 $564K 0.19% -31 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,402 $564K 0.09% +2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,399 $563K 0.02% -498 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,384 $560K -1,334 Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 2,372 $557K 0.03% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,365 $555K 0.02% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,362 $554K 0.25% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,356 $553K 0.1% +32 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,356 $553K 0.04% +5 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,327 $546K 0.06% -21 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,317 $544K 0.1% new 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,314 $543K 0.21% -33 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,309 $542K 0.23% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,303 $540K 0.1% -27 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,295 $539K 0.02% -152 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,285 $536K 0.03% -22 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,282 $536K 0.08% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,282 $535K 0.19% -79 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,265 $532K 0.42% +1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,263 $531K 0.01% -908 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,253 $529K 0.11% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,240 $526K 0.04% +105 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,239 $525K 0.04% -346,904 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,235 $525K 0.34% +60 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,227 $523K 0.16% +30 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,225 $522K 0.04% +195 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,218 $521K 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,201 $517K 0.06% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,200 $516K 0.35% 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,200 $516K 0.13% -175 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,400 $515K 0.16% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,191 $514K 0.03% +238 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,178 $511K 0.16% -495 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,172 $510K 0.02% +5 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,172 $510K 0.48% 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 2,171 $510K 0.08% -83 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,170 $509K 0.35% -7 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,166 $508K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,165 $508K 0.02% +16 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,163 $508K 0.05% +13 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,160 $507K 0.05% +87 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,150 $505K 0.15% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,144 $503K 0.03% -34 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,143 $503K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,131 $500K 0.16% +1,948 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,129 $500K 0.02% -136 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,124 $499K 0.09% -107 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,094 $497K 0.08% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,114 $496K 0.05% -2,544 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,115 $496K 0.24% -550 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,101 $493K 0.3% +590 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,090 $491K <0.01% -1 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,088 $490K 0.12% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,075 $487K 0.01% +64 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,073 $487K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,071 $486K 0.16% 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,070 $486K 0.01% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,070 $486K 0.15% -93 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,069 $486K 0.04% -86 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,060 $483K 0.03% +20 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,059 $483K 0.02% -523 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,059 $483K 0.22% -22 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,058 $483K 0.17% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,053 $482K 0.52% 0 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,050 $481K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,044 $480K 0.02% +1 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,041 $479K 0.19% -20 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,038 $478K 0.02% -38 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,036 $478K 0.32% -7 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,028 $476K 0.15% -24 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,027 $476K 0.1% 0 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,026 $476K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,026 $475K 0.04% +852 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,025 $475K 0.12% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,024 $475K 0.36% -22 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,004 $470K 0.12% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,002 $470K 0.03% -41 13F-HR Timeline