EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,326 $505K <0.01% -197 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 4,322 $504K +2,122 Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 4,315 $504K 0.06% -56,596 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,294 $501K 0.37% new 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,285 $500K 0.07% -2,925 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,278 $499K 0.03% -812 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,276 $499K 0.02% -381 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,274 $499K 0.06% -1,480 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,245 $495K 0.06% +5 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,231 $494K -334 Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,192 $489K 0.07% +150 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,185 $488K 0.06% -252 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,180 $488K 0.06% +8 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,173 $487K 0.37% -39 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,154 $485K 0.03% -28 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,120 $483K 0.02% +23 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,101 $481K 0.02% -366 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,073 $475K 0.18% +228 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,057 $474K 0.01% +495 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,041 $474K <0.01% -258 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,049 $473K 0.02% +37 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,033 $471K 0.01% -16 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,028 $470K 0.13% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,000 $469K 0.11% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,015 $469K 0.05% -600 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,000 $467K 0.06% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,964 $463K 0.01% +58 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,950 $461K 0.01% +2,444 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,912 $457K 0.03% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,909 $456K 0.24% -401 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,905 $456K 0.02% -5,200 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,867 $453K 0.01% -683 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,885 $453K 0.01% -416 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,879 $453K 0.21% -44 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,874 $452K 0.03% +1,649 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,835 $448K 0.05% +76 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,826 $447K <0.01% +745 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,821 $446K 0.19% +636 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,189 $440K 0.02% -328 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,774 $440K 0.04% -214 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,739 $436K 0.14% -33 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,761 $436K 0.03% +707 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,729 $435K <0.01% +1,133 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,724 $435K 0.02% -516 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,715 $434K 0.02% -9 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,681 $430K 0.05% +955 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,671 $428K 0.02% -25 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,664 $428K 0.03% -3,476 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,657 $427K 0.1% +1,781 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,656 $424K 0.01% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,574 $419K 0.11% -100 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,591 $419K 0.01% -49 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,586 $419K 0.01% +220 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,556 $415K 0.05% -252 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,549 $414K 0.29% +4 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,516 $410K 0.14% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,510 $410K 0.01% -696 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,495 $408K 0.03% +386 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,488 $407K 0.1% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,487 $407K 0.03% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,472 $405K 0.03% -1,546 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,467 $405K 0.05% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,422 $399K 0.13% -12 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,420 $399K 0.21% -200 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,418 $399K 0.07% -21 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,406 $398K 0.03% +995 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,345 $390K 0.07% -73 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,341 $390K 0.11% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,340 $390K 0.04% -537 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,327 $388K 0.03% -1,039 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,321 $388K 0.06% +25 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,320 $387K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,310 $386K 0.02% -956 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,263 $381K 0.02% +226 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,246 $381K 0.07% -29 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,235 $378K <0.01% -6,327 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,220 $376K 0.15% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,210 $375K 0.03% +1,617 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,196 $373K 0.11% -114 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,184 $372K 0.22% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,000 $369K 0.36% 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,100 $366K 0.15% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 3,132 $366K 0.06% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,126 $365K 0.31% -213 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,124 $365K 0.01% -346 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,117 $364K 0.12% +7 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,103 $362K 0.01% -53,702 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,097 $361K 0.14% -129 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,096 $361K 0.53% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,075 $359K 0.06% +75 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,073 $359K 0.16% +490 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,073 $359K 0.01% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,064 $358K 0.1% +33 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,056 $357K 0.1% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,055 $357K 0.05% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,051 $356K 0.06% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,029 $354K 0.01% -31 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,020 $352K 0.02% +10 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,000 $350K 0.2% +29 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $350K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,000 $350K 0.09% 0 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $350K 0.09% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,987 $349K 0.06% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,987 $349K 0.24% -253 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,976 $347K 0.02% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,975 $347K 0.11% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,931 $346K 0.07% -70 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,939 $343K 0.34% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,935 $343K 0.01% +300 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,917 $340K 0.32% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,897 $338K 0.01% -485 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,859 $334K 0.02% +30 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,856 $333K 0.03% +16 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,849 $333K <0.01% -769 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,845 $332K 0.12% -241 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,828 $330K 0.03% -21 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,813 $328K 0.06% -3,437 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 2,810 $328K 0.11% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,803 $327K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,799 $327K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,755 $322K 0.02% -89 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,628 $320K 0.11% -175 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,739 $320K 0.13% -49 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,705 $316K 0.12% +900 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,701 $315K 0.13% -117 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,698 $315K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,698 $315K <0.01% +34 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,696 $315K 0.03% +342 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,688 $314K <0.01% +431 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,674 $312K 0.12% -133 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,672 $312K 0.17% +12 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,645 $309K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,642 $308K 0.04% +2,308 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,639 $308K 0.01% -832 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,638 $308K 0.05% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,578 $305K 0.02% -526 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,595 $303K 0.02% +68 13F-HR/A Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,588 $302K 0.05% +15 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 2,600 $302K 0.01% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,585 $302K 0.01% -624 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,580 $301K 0.05% +250 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,592 $300K 0.03% +3 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,565 $299K 0.02% -347 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,538 $298K 0.01% +481 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,546 $297K 0.01% +154 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,542 $297K 0.01% +152 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,529 $295K 0.01% -268 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,527 $295K 0.2% -400 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,515 $294K 0.06% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,504 $292K 0.16% 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,501 $292K 0.08% +1,981 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,474 $289K 0.15% -45 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,473 $289K 0.01% -383 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 2,462 $287K 0.18% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,453 $287K 0.05% -43 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,459 $287K 0.03% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,455 $287K 0.08% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,446 $285K <0.01% -740 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,440 $285K 0.07% +15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,426 $283K 0.01% -195 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,425 $283K 0.07% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,409 $281K <0.01% -9 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,401 $280K <0.01% +653 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,401 $280K 0.07% -124 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,382 $278K 0.01% -74 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,372 $277K 0.06% -69 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,372 $277K 0.15% -90 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,366 $276K 0.02% +192 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,351 $274K 0.2% -603 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,342 $273K 0.02% -100 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,340 $273K 0.01% -5 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,310 $270K 0.1% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,209 $269K 0.09% -25 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,290 $269K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,298 $268K 0.02% -267 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,298 $268K 0.06% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,291 $267K +574 Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,285 $267K 0.1% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,300 $266K 0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,283 $266K <0.01% +275 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,275 $266K 0.06% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,269 $265K 0.1% -614 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,269 $265K 0.01% +136 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,266 $264K 0.04% -141 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,246 $262K 0.03% -239 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,243 $262K 0.01% -101 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,210 $258K 0.04% +143 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,202 $257K 0.09% -30 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,200 $257K 0.05% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,194 $256K 0.06% +650 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,187 $255K 0.26% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,085 $255K 0.12% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,169 $253K 0.07% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,157 $252K 0.02% +91 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,145 $250K 0.2% -1,836 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,134 $249K <0.01% -8,439 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,124 $248K 0.01% +70 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,120 $247K 0.08% -189 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,114 $247K <0.01% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,086 $243K <0.01% -34 13F-HR Timeline Group