ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,269 $273K 0.09% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,267 $273K 0.03% +2,169 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,263 $272K 0.01% -6 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,255 $271K 0.1% -450 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,249 $271K 0.11% +190 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,246 $270K 0.02% -52 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,238 $269K 0.06% -60 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,228 $268K 0.01% +146 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,225 $268K -66 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,204 $265K 0.03% -42 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,177 $262K 0.04% -33 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,160 $260K <0.01% +98 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,150 $259K 0.04% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,147 $258K <0.01% -259,316 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,142 $258K 0.13% +57 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,134 $257K <0.01% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,124 $256K <0.01% -37 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,123 $255K 0.05% +62 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,122 $255K <0.01% +148 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,114 $254K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,077 $250K 0.09% +35 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,072 $249K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,071 $249K 0.02% +6 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,068 $249K 0.01% -517 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,061 $248K 0.02% -96 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,060 $248K 0.02% +37 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 2,060 $248K 0.04% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,053 $247K 0.03% +322 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,052 $247K 0.06% +27 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $247K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,045 $246K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,015 $244K 0.01% -13 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,022 $243K 0.01% -50 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,020 $243K 0.01% +1,095 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,012 $242K <0.01% -74 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,011 $242K 0.18% +4 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,009 $242K 0.02% +1 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,008 $242K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,008 $242K 0.02% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $241K 0.03% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,994 $240K <0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,990 $239K 0.02% +58 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,985 $239K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,182 $239K 0.05% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,977 $238K 0.09% new 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 1,974 $238K 0.18% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,971 $237K 0.03% +71 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,967 $237K 0.06% +13 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,958 $237K 0.12% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,962 $236K 0.13% +112 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,958 $236K 0.12% +227 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,953 $235K 0.06% +1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,950 $235K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,942 $235K 0.01% +1,717 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,938 $233K 0.01% -1,165 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,937 $233K 0.01% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,936 $233K 0.06% 0 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,935 $233K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,933 $233K 0.09% -377 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,931 $232K 0.15% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,900 $229K 0.03% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $228K 0.04% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,895 $228K 0.1% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,871 $225K 0.03% +17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,869 $225K 0.05% -152 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,868 $225K 0.03% 0 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,866 $225K <0.01% -6,112 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,853 $223K 0.04% -50 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,846 $222K 0.02% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,841 $222K 0.02% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,841 $222K 0.07% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,835 $221K 0.02% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,835 $220K 0.1% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,828 $220K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,824 $220K 0.02% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,824 $220K 0.22% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,822 $219K 0.01% +396 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,820 $219K 0.01% -653 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,817 $219K 0.01% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,814 $218K 0.03% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,800 $217K 0.11% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,801 $217K 0.17% +1 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,800 $217K 0.01% -125 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,800 $217K 0.06% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,792 $216K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,762 $215K 0.02% +287 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,779 $214K 0.01% -6 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,776 $214K 0.06% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,765 $212K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,764 $212K 0.01% -29 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,763 $212K 0.02% +31 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,754 $211K 0.03% +156 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,882 $211K 0.07% -746 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,745 $210K 0.01% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,745 $210K 0.07% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,732 $208K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,728 $208K 0.03% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,726 $208K 0.1% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,724 $207K 0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,716 $207K 0.12% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,715 $206K 0.14% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,700 $205K <0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,697 $204K 0.03% -58 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,747 $204K 0.13% 0 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 1,694 $204K 0.02% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,683 $203K <0.01% +23 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,682 $202K 0.03% +33 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,675 $202K 0.07% -300 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,670 $201K 0.1% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,668 $201K 0.04% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,666 $200K 0.02% -50 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,663 $200K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,660 $200K 0.05% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,645 $198K 0.03% +275 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,608 $194K 0.07% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,600 $193K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,561 $188K <0.01% +1,086 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,560 $188K 0.07% -310 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $181K 0.01% new 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,500 $181K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,500 $181K 0.04% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,499 $180K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,456 $168K <0.01% +81 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,389 $167K <0.01% +376 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,376 $166K 0.02% +458 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,324 $159K 0.01% +1,323 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,298 $156K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,260 $152K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,277 $149K <0.01% -178 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,202 $145K 0.03% +656 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,169 $141K 0.07% -181 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,168 $141K 0.07% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 638 $140K 0.03% -18 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,188 $139K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,147 $138K 0.01% -6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,118 $135K 0.01% +70 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 1,117 $134K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,111 $134K <0.01% new 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,111 $134K <0.01% +1,109 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,081 $130K <0.01% -70 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,022 $123K <0.01% +147 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,012 $122K 0.01% -33 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,010 $122K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 890 $107K <0.01% +344 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 873 $105K 0.02% +570 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 952 $105K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 863 $104K 0.07% -150 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 852 $102K <0.01% +259 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 840 $101K 0.01% +82 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 824 $99.2K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 822 $98.9K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 814 $97.5K 0.03% -39 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 806 $97K 0.04% +1 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 802 $96.5K 0.05% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 800 $96.3K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 554 $90.2K <0.01% +367 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 749 $90.1K 0.01% +86 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 712 $85.7K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 682 $82.1K 0.04% -927 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 678 $82K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 675 $81.2K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 674 $81.1K 0.03% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 672 $81K <0.01% +87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 650 $79K 0.01% +73 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 652 $78.5K 0.02% -100 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 645 $77.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 640 $77K 0.03% +200 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 640 $77K 0.01% +50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 625 $75.6K 0.05% +12 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 716 $75K 0.05% -214 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 617 $74.2K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 617 $74K 0.01% +114 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 574 $69.1K 0.24% +425 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 555 $66.8K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 531 $63.9K <0.01% -562 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 524 $62.9K 0.03% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 515 $62K 0.03% +439 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 527 $61K 0.02% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 490 $59K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 474 $57K 0.01% -1,100 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 467 $56.2K 0.06% +217 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 464 $55.8K 0.02% +12 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 464 $55.8K 0.01% -12 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 400 $55K 0.04% -50 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 455 $54.8K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 450 $54.2K 0.01% +400 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 437 $52.6K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 432 $52K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 425 $51.1K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 414 $49.8K 0.02% -138 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 410 $49.3K 0.04% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 400 $48.1K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 400 $48.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 374 $45K <0.01% +8 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 373 $44.9K 0.01% -44 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 365 $43.9K <0.01% -1,225 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 325 $39.1K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 313 $37.7K 0.02% -40 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 310 $37.3K 0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 315 $37K 0.01% 0 13F-HR Timeline