Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,688 $260K 0.1% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,618 $256K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,607 $256K 0.01% -438 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,600 $255K 0.03% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,600 $255K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,598 $255K 0.01% -3,121 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,602 $255K 0.06% +741 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,557 $253K 0.02% -610 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,530 $251K 0.02% -1,454 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,526 $251K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,520 $251K 0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,513 $250K 0.01% +62 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,499 $250K 0.07% -4,526 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,493 $249K 0.01% +107 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,449 $247K <0.01% +753 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,425 $246K 0.12% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,415 $245K 0.01% +992 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,405 $244K 0.01% -5,316 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,402 $244K 0.02% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,382 $243K 0.13% +1,382 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,378 $243K 0.17% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,364 $242K 0.04% +280 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,893 $242K 0.14% -1,051 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,343 $241K 0.03% -1,312 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,339 $241K 0.01% +370 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,339 $241K 0.09% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,312 $239K 0.09% -100 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,307 $239K 0.02% +178 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,288 $238K 0.01% +795 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,281 $238K 0.02% -179 13F-HR/A Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,278 $237K 0.07% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,258 $236K 0.03% -625 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,972 $235K 0.03% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,220 $234K 0.06% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,209 $234K 0.09% -20 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,207 $233K 0.06% +1,091 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,936 $233K 0.04% +4 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,190 $233K 0.08% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,150 $230K 0.01% new 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,144 $230K <0.01% -400 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,109 $228K 0.02% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,091 $227K 0.12% +1,073 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,090 $227K 0.02% -5,606 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,080 $226K 0.09% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,046 $224K 0.02% +622 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,043 $224K 0.01% -2,912 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,029 $224K 0.04% -349 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,026 $223K 0.09% -20 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,017 $223K 0.06% +817 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,008 $222K 0.02% -1,072 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,007 $222K 0.03% +259 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,001 $222K 0.09% +387 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $222K 0.06% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,986 $221K 0.06% -13,052 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,970 $220K 0.17% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,954 $219K 0.01% -6,527 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,946 $219K 0.22% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,945 $219K 0.01% -1,699 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,935 $218K 0.1% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,714 $218K 0.26% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,930 $218K 0.04% -1,200 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,921 $218K 0.14% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,907 $217K 0.04% -25 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,902 $217K 0.12% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,896 $216K 0.05% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,891 $216K 0.02% -2,177 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,891 $216K <0.01% +519 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,883 $215K <0.01% -56 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,864 $214K 0.05% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,852 $214K 0.03% -1,353 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,830 $213K 0.2% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,826 $212K 0.04% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,824 $212K 0.07% -742 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,819 $212K 0.01% -148,831 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,809 $211K 0.02% -746 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,788 $210K 0.02% -1,006 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,763 $209K <0.01% -803 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,748 $208K 0.09% -1,095 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,744 $208K 0.01% +88 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,735 $207K 0.03% +200 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,716 $206K 0.02% +766 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,716 $206K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,695 $205K 0.01% -1,196 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,685 $204K <0.01% -146,315 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,683 $204K <0.01% -470 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,653 $203K 0.02% +220 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,445 $202K 0.04% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,630 $201K 0.02% -970 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,628 $201K 0.17% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,626 $201K 0.03% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,625 $201K 0.05% -13,628 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,527 $196K 0.02% new 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 3,500 $194K 0.05% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,500 $194K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,405 $189K 0.01% +538 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,392 $188K 0.01% -1,187 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,370 $187K <0.01% -9,027 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 3,276 $182K 0.04% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,230 $179K 0.01% -4,247 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,215 $178K 0.16% +50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,074 $171K 0.06% +1,399 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,027 $168K 0.01% -1,278 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,000 $166K 0.03% -2,000 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,000 $166K 0.1% +2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,000 $166K 0.02% -996 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,977 $165K 0.18% +131 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,941 $163K 0.02% +101 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,937 $163K <0.01% -250 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,928 $162K 0.1% +200 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,830 $161K 0.03% +473 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,851 $158K 0.01% +439 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,836 $157K 0.12% +950 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,780 $154K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,518 $140K <0.01% -346,003 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,500 $139K 0.01% -2,190 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,425 $135K 0.04% +65 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,372 $132K 0.01% -639 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,365 $131K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,355 $131K <0.01% -3,399 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 2,334 $130K 0.06% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,307 $128K 0.02% -2,213 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,250 $125K 0.05% -700 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,209 $123K 0.03% -479 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,202 $122K 0.02% -3,492 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,206 $122K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,157 $120K 0.05% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,102 $117K 0.02% +1,845 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,080 $115K 0.06% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,054 $114K 0.01% -888 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,050 $114K 0.04% -144 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,014 $112K 0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,974 $110K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,956 $109K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,925 $107K 0.01% +22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,801 $106K 0.01% -891 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,900 $105K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,857 $103K 0.08% -228 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,839 $102K 0.02% -58 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,767 $98.1K <0.01% -141,474 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,712 $95K 0.06% +522 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,700 $94.3K <0.01% +500 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,676 $93K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,667 $92.5K 0.01% -12,010 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,651 $91.6K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,485 $88.6K 0.01% +999 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,586 $88K 0.03% -4,925 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,568 $87K 0.02% -555 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,440 $85.2K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,502 $83.4K 0.01% +71 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,477 $82K 0.03% -2,618 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,433 $79.5K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,430 $79.4K 0.02% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,406 $78K <0.01% new 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,404 $78K 0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,373 $76.2K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,310 $72.7K 0.04% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,227 $68K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,200 $67K 0.04% +404 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,169 $64.9K 0.02% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,160 $64.4K 0.01% -389 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 1,159 $64.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,156 $64.1K <0.01% -149 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,153 $64K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,148 $63.7K 0.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,115 $61.9K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,102 $61.1K <0.01% +245 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,072 $59.5K 0.02% -298 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,050 $58.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,040 $57.7K 0.02% -25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,000 $55.5K 0.01% -947 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,000 $55.5K 0.04% -3,257 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 998 $55.4K <0.01% +220 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 988 $55.3K 0.04% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 985 $54.7K 0.01% -34 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 921 $51.1K 0.02% -185 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 901 $50K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 892 $49.5K 0.05% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 881 $48.9K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 856 $47.5K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 841 $46.7K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 840 $46.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 816 $45.3K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 806 $44.7K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 800 $44.4K 0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 800 $44.4K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 794 $44.1K <0.01% +1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 794 $44.1K 0.02% -14,483 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 755 $41.9K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 744 $41.3K <0.01% -70 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 726 $40.3K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 704 $39.1K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 700 $38.8K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 684 $38K <0.01% +384 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 533 $37.5K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 651 $36.1K <0.01% -5,723 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 641 $35.6K <0.01% +62 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 616 $34.2K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 615 $34.1K 0.02% +3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 612 $34K 0.01% -226 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 603 $33.5K 0.02% new 13F-HR Timeline