UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,060 $267K 0.02% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,051 $266K 0.01% -21 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $266K 0.03% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,047 $265K <0.01% +219 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,042 $265K 0.02% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,024 $263K 0.07% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,026 $262K 0.02% +18 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,015 $262K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,020 $262K 0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,019 $262K 0.05% -6,711 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,018 $261K 0.04% +290 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,015 $261K 0.19% +4 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,011 $261K 0.02% +2 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,008 $260K 0.02% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,839 $260K 0.07% -43 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,007 $260K 0.02% -1,499 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,007 $260K 0.14% +45 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $259K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,999 $259K 0.01% -23 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,985 $257K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,985 $257K 0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,984 $257K 0.03% -465 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,981 $257K 0.03% +1,608 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,980 $256K 0.01% -2,241 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,976 $256K 0.26% +1,509 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,975 $256K <0.01% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,973 $256K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,962 $254K <0.01% +279 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,958 $254K 0.12% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,953 $253K 0.06% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,947 $252K 0.02% -43 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,939 $252K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,943 $252K 0.02% -411 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,943 $252K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,942 $252K 0.06% -371 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,936 $251K 0.06% 0 13F-HR/A Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,931 $250K 0.15% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,927 $250K 0.06% -40 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,925 $249K 0.09% -753 13F-HR/A Timeline LBP AM SA More: the full row for LBP AM SA 1,918 $248K <0.01% -216 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,893 $246K 0.11% -65 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $246K 0.04% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,898 $246K 0.02% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,895 $245K 0.1% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,893 $245K <0.01% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,890 $245K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,872 $243K 0.01% -63 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,869 $242K 0.05% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,766 $242K 0.11% -69 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,868 $242K 0.03% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,845 $239K 0.11% +175 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,841 $238K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,840 $238K 0.01% new 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,839 $238K <0.01% -285 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,835 $238K 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,820 $236K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,702 $236K 0.02% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,817 $235K 0.08% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,814 $235K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,808 $234K 0.01% -5,192 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 1,805 $234K 0.02% -41 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,801 $233K 0.16% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,800 $233K 0.01% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,800 $233K 0.07% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,800 $233K 0.02% +8 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,800 $233K 0.11% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,797 $233K 0.01% -140 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,796 $233K 0.02% -28 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,793 $232K 0.2% -31 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,785 $231K 0.01% -503 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,781 $231K <0.01% -502 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,779 $230K <0.01% -494 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,777 $230K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,774 $230K 0.01% +1,243 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,770 $229K 0.01% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,767 $229K 0.07% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,767 $229K 0.01% +4 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,765 $229K 0.1% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,749 $227K 0.01% -296 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,749 $227K 0.12% +33 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,745 $226K 0.01% +21 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,745 $226K 0.01% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,745 $226K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,742 $226K 0.03% -12 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,735 $225K 0.03% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,735 $225K 0.08% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,730 $224K 0.1% +4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,701 $220K 0.03% +499 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 1,633 $220K 0.01% new 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,691 $220K 0.01% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,697 $220K 0.03% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,696 $220K 0.05% -600 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,676 $217K 0.02% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,669 $216K 0.02% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,528 $216K 0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 1,668 $216K 0.04% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,666 $216K 0.02% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,663 $215K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,661 $215K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,656 $215K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,653 $214K 0.01% +264 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,507 $213K 0.15% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,634 $212K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,625 $211K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,619 $210K 0.05% -433 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,608 $208K 0.07% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,600 $207K <0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,600 $207K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,600 $207K 0.05% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,595 $207K 0.04% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,581 $205K 0.01% -853 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,577 $204K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,575 $204K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,568 $203K 0.01% -211 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,566 $203K <0.01% +110 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,561 $202K <0.01% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,551 $201K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,550 $201K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,528 $198K 0.01% -294 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,500 $194K 0.05% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,446 $187K <0.01% -147,727 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,421 $184K 0.03% -224 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,355 $176K 0.06% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,339 $173K 0.02% +41 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,302 $169K 0.06% -258 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,270 $164K 0.01% -54 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,260 $163K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,255 $163K <0.01% +583 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,231 $159K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,203 $156K 0.06% -730 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,198 $155K 0.01% +10 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,169 $151K 0.06% 0 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,152 $149K 0.01% +502 13F-HR Timeline Group 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 $145K 0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,114 $144K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,111 $144K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 995 $142K 0.07% -173 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 952 $125K 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 950 $123K 0.01% -62 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 941 $122K <0.01% new 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 940 $122K 0.01% -207 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 933 $121K 0.03% -843 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 926 $120K 0.01% -2,136 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 910 $118K <0.01% -112 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 907 $117K 0.01% -103 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 892 $116K 0.04% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 887 $115K 0.03% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 837 $108K 0.03% +220 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 822 $106K 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 794 $106K 0.03% -20 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 807 $105K 0.04% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 792 $104K 0.01% -970 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 802 $104K 0.04% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 800 $104K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 716 $100K 0.06% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 747 $96.7K 0.01% -93 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 712 $92.2K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 678 $89K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 682 $88.3K 0.04% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 682 $88.3K <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 678 $88.2K 0.05% +53 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 676 $87.6K 0.03% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 675 $87.4K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 647 $87.1K 0.02% +9 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 652 $84.5K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 645 $84K 0.06% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 620 $80K 0.01% +3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 595 $77.1K <0.01% -50 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 481 $76.7K <0.01% -2,539 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 565 $73K 0.02% +38 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 546 $70.7K <0.01% -306 13F-HR Timeline CNB Bank More: the full row for CNB Bank 532 $68.9K 0.03% -585 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 524 $68.8K 0.03% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 491 $63.6K 0.01% +210 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 490 $63.5K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 485 $62.8K <0.01% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 451 $58.4K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 450 $58.3K 0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 449 $58.2K 0.18% -125 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 442 $57.4K 0.01% +147 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 437 $56.6K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 424 $54.9K 0.01% -40 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 410 $53.1K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 407 $52.7K 0.01% -342 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 399 $52K 0.03% -464 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 401 $52K <0.01% -153 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 400 $51.8K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 400 $51.8K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 400 $51.8K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 393 $50.9K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 345 $44.7K 0.01% -528 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 341 $44.3K <0.01% -33 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 325 $42.1K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 313 $40.5K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 315 $40K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $39.8K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 304 $39.4K <0.01% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $39.2K 0.02% -340 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $38.9K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 296 $38.3K <0.01% 0 13F-HR Timeline