Five Oceans Advisors More: the full row for Five Oceans Advisors 8,860 $492K 0.18% -6,902 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,843 $491K 0.02% -2,169 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,819 $489K 0.19% +550 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,812 $489K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,802 $488K 0.02% -649 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,675 $481K 0.03% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,671 $481K 0.14% +559 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,653 $480K 0.01% -1,995 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,586 $476K 0.09% +926 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,585 $476K 0.02% -4,809 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,537 $474K 0.03% -1,149 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,522 $473K 0.18% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,507 $472K 0.03% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,404 $466K 0.14% -279 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 8,359 $464K 0.08% -4,320 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 8,342 $463K 0.08% +1,114 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,256 $458K 0.01% -424 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. 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More: the full row for Fulton Bank, N.A. 8,081 $448K 0.02% +4,972 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,072 $448K 0.01% +1,298 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,020 $445K 0.02% -1,103 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,019 $445K 0.05% +4,576 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,008 $444K 0.03% -8,710 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,006 $444K 0.3% +600 13F-HR Timeline Security Financial Services, INC. 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LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,490 $416K <0.01% +190 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,489 $416K 0.09% -972 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,480 $415K 0.09% +5,850 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,394 $410K 0.02% +1,858 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,378 $409K 0.1% -182 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,366 $409K 0.2% 0 13F-HR Timeline LifeSteps Financial, Inc. 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Empirical Wealth Management 6,861 $381K 0.01% +101 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,853 $380K 0.18% -115 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 6,850 $380K 0.1% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,786 $377K 0.17% -815 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,720 $373K 0.01% +4,140 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 6,500 $361K 0.24% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,470 $359K 0.14% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,452 $358K 0.05% +1,873 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,435 $357K 0.05% +1,462 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,313 $350K 0.01% new 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 6,300 $350K 0.04% +54 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 6,266 $348K 0.06% +660 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,257 $347K 0.1% -1,128 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,236 $346K 0.28% -929 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 7,083 $345K 0.2% +190 13F-HR Timeline Ellevest, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,165 $342K 0.01% -85 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,112 $339K 0.16% +806 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,100 $338K 0.22% -3,227 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,086 $338K 0.25% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,086 $338K +1,967 Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,069 $337K 0.02% +45 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,000 $333K 0.18% +2,700 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,000 $333K 0.1% 0 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,000 $333K 0.06% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,996 $333K 0.19% -1,282 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Focus Financial Network, Inc. 5,964 $331K 0.01% +405 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,952 $330K 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,949 $330K 0.1% -332 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,906 $328K 0.11% -2,058 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,882 $326K 0.17% -1,258 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,881 $326K 0.07% -1,630 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,852 $325K <0.01% +249 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 5,820 $323K -19,202 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,817 $323K <0.01% -276 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,404 $322K 0.02% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,775 $320K 0.09% -38,158 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 5,770 $320K 0.32% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5,759 $320K 0.23% new 13F-HR/A Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,756 $319K 0.1% -200 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 5,700 $316K 0.07% -17,430 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,695 $316K 0.07% -205 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,650 $314K 0.17% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,631 $312K 0.09% -4,689 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,630 $312K 0.01% -4,423 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,626 $312K 0.01% -239,522 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,617 $312K 0.02% +1,340 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,600 $311K 0.34% +1,914 13F-HR Timeline Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 5,573 $309K <0.01% -6,187,063 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 5,542 $308K 0.06% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,540 $307K 0.06% -314 13F-HR Timeline Herold Advisors, Inc. 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More: the full row for MATHER GROUP, LLC. 5,419 $301K <0.01% +59 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,415 $300K 0.27% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,414 $300K 0.25% -4,161 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,410 $300K 0.08% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,409 $300K 0.01% +1,236 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,390 $299K 0.02% -6,248 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,379 $298K 0.06% +538 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,374 $298K 0.09% -746 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,366 $298K 0.14% -556 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,355 $297K 0.15% -72 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,337 $296K 0.01% +467 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,334 $296K 0.02% -1,131 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,330 $296K 0.01% -2,175 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5,301 $294K 0.57% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,300 $294K 0.11% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,330 $294K 0.01% new 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,922 $293K 0.03% -1,860 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,282 $293K <0.01% +16 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,281 $293K <0.01% +1,780 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,286 $293K 0.04% +210 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,245 $291K 0.05% -1,374 13F-HR Timeline Terril Brothers, Inc. 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More: the full row for FDx Advisors, Inc. 5,719 $283K 0.08% -771 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,094 $283K 0.03% 0 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,075 $282K 0.1% +10 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,074 $282K 0.03% -10,770 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,072 $281K <0.01% +567 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 5,058 $281K 0.07% -1,748 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,043 $280K 0.17% -1,741 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $280K 0.09% 0 13F-HR Timeline Stegent Equity Advisors, Inc. 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