Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,103 $333K 0.1% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,102 $333K 0.08% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,095 $332K 0.06% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,048 $329K 0.02% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,032 $327K <0.01% -115 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,006 $325K 0.01% -26,850 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,000 $325K 0.17% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,999 $325K 0.01% +63 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,996 $324K 0.01% +462 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3,989 $324K 0.11% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,945 $320K 0.08% 0 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 3,934 $319K 0.29% -1,416 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,914 $318K 0.03% +66 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,905 $317K 0.01% +18 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,904 $317K <0.01% new 13F-HR Timeline Group TRUST POINT INC. 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More: the full row for Williams Jones Wealth Management, LLC. 3,494 $284K <0.01% +50 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,486 $283K 0.27% +328 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,479 $282K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,473 $282K <0.01% +660 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 3,470 $282K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,463 $281K 0.02% -247 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,460 $281K 0.01% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,440 $279K <0.01% +462 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,439 $279K 0.02% -184 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,437 $279K 0.09% new 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for StoneX Group Inc. 3,398 $276K 0.01% -195 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,392 $275K 0.02% -6,763 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,383 $275K 0.01% -64 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,379 $274K 0.01% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,367 $273K 0.07% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,366 $273K 0.02% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,354 $272K 0.15% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,341 $271K 0.08% -171 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,333 $271K <0.01% -1,131 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,320 $269K 0.03% new 13F-HR Timeline Sterling Financial Planning, Inc. 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More: the full row for Kera Capital Partners, Inc. 2,934 $238K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,933 $238K <0.01% -195 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,926 $237K 0.18% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,922 $237K 0.03% -5 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,900 $235K 0.02% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,893 $235K 0.12% -1 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,891 $235K 0.03% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,887 $234K 0.01% -4 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,010 $234K 0.02% +502 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,884 $234K 0.04% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,871 $233K 0.07% +24 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,856 $232K 0.02% -110 13F-HR Timeline Capital International Investors group of 2 filers holding More: the full row for Capital International Investors 2,856 $232K -110,192 Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,855 $232K 0.03% +20 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,852 $231K 0.01% new 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 2,845 $231K 0.08% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,844 $231K 0.05% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,843 $231K 0.07% -1,062 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,833 $230K 0.01% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,831 $230K 0.03% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,820 $229K 0.01% +163 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,814 $228K 0.17% -291 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,810 $228K 0.01% +32 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,810 $228K 0.04% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,807 $228K 0.04% -13 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,792 $227K 0.14% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,788 $226K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,784 $226K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,771 $225K <0.01% +5 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,767 $225K 0.01% +21 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,758 $224K <0.01% new 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 2,745 $223K 0.03% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,744 $223K 0.03% +233 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,898 $222K 0.05% -488 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,725 $221K 0.07% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,705 $220K 0.02% -201 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,697 $219K 0.02% -37 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,696 $219K 0.03% -124 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,692 $218K 0.01% +218 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 2,687 $218K 0.07% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,687 $218K 0.03% +10 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,679 $217K 0.03% +6 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,674 $217K 0.03% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,670 $217K <0.01% -9,392 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,670 $217K <0.01% +63 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,669 $217K 0.01% +15 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,666 $216K 0.04% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,664 $216K 0.01% -864 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,658 $216K 0.01% +12 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,637 $214K 0.06% -51 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,619 $213K 0.05% +2 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,600 $211K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,600 $211K 0.01% +24 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,596 $211K 0.09% -196 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,591 $210K 0.05% +4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,589 $210K 0.02% +99 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,586 $210K <0.01% +18 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,581 $209K 0.04% -1 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,577 $209K 0.07% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,576 $209K 0.04% new 13F-HR Timeline Braun-Bostich & Associates Inc. 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More: the full row for Nikulski Financial, Inc. 2,481 $201K 0.04% -10 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,479 $201K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,477 $201K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,472 $201K 0.01% -878 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,400 $195K 0.02% 0 13F-HR Timeline