TRUST POINT INC. More: the full row for TRUST POINT INC. 3,936 $319K 0.03% +37 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,936 $319K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,906 $316K 0.12% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,905 $316K 0.1% -140 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,893 $315K 0.18% +838 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,887 $315K 0.01% -44 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,849 $312K 0.14% +543 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,848 $311K 0.04% -49 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,816 $309K 0.49% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,815 $309K 0.01% new 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,800 $308K 0.04% -650 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,786 $306K 0.01% 0 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 3,780 $306K 0.3% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,775 $306K <0.01% -284 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,775 $306K 0.03% -46,167 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,741 $303K <0.01% new 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,740 $303K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,710 $300K 0.03% -25 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,705 $300K 0.08% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,695 $299K 0.15% +821 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Kovack Advisors, Inc. 3,537 $287K 0.02% -300 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,534 $286K 0.01% +3 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,528 $286K 0.02% -210 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 3,524 $285K 0.05% -900 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,513 $284K 0.12% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,512 $284K 0.1% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,505 $284K <0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,447 $279K 0.01% -187 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,444 $279K <0.01% +40 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,539 $278K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,429 $278K 0.1% +38 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,419 $277K 0.04% +13 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,400 $275K 0.05% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,386 $274K 0.06% -936 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,381 $274K 0.19% +540 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,380 $274K 0.08% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,379 $274K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,365 $273K <0.01% +251 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,367 $273K 0.1% -334 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,362 $272K 0.12% +19 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,366 $272K 0.02% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,354 $272K 0.16% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,350 $271K 0.01% -586 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,331 $270K 0.08% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,323 $269K 0.08% +27 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,319 $269K 0.05% +3,178 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,311 $268K 0.05% -335 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,310 $268K 0.01% -69 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,303 $267K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,275 $265K 0.01% +55 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,271 $265K 0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,272 $265K 0.03% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,267 $265K 0.04% +4 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,256 $264K 0.13% +6 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,252 $263K 0.06% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,244 $263K 0.01% +20 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,233 $262K 0.1% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,211 $260K 0.02% +441 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,163 $256K 0.06% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,157 $256K 0.01% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,152 $255K 0.02% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,143 $254K 0.16% +237 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,135 $254K 0.02% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,137 $254K 0.01% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,130 $253K 0.08% +244 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,128 $253K 0.01% +101 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,116 $252K 0.01% -22 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,107 $252K 0.02% -15 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,105 $251K 0.22% +63 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,100 $251K 0.06% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,158 $251K 0.24% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,085 $250K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,084 $250K 0.02% -64 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,062 $248K 0.02% -171 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,040 $246K <0.01% +476 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,039 $246K 0.12% -146 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,036 $246K 0.12% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,032 $245K 0.02% -14,104 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,015 $244K 0.01% new 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,014 $244K 0.03% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,006 $243K 0.01% -100 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $243K 0.02% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,997 $243K 0.14% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,987 $242K 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,978 $241K <0.01% +226 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,978 $241K <0.01% -64 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,972 $241K 0.04% -24 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,972 $241K 0.06% -134 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,967 $240K 0.04% +2,226 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,966 $240K 0.03% -19 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,966 $240K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,949 $239K <0.01% +13 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 2,949 $239K 0.08% -438 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,927 $237K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,922 $237K 0.01% -108 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,906 $235K 0.03% -664 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,905 $235K 0.15% +20 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,900 $235K 0.03% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,894 $234K 0.14% +21 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,894 $234K 0.04% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,891 $234K 0.01% +20 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,887 $234K 0.01% -1,631 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,835 $231K 0.04% +293 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,848 $231K 0.06% +4 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,847 $230K 0.08% +76 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,836 $230K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,831 $229K 0.04% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,820 $228K 0.04% -1 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,820 $228K 0.03% -1,245 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,813 $228K <0.01% +12 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,810 $227K 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,794 $226K 0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,792 $226K 0.15% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,792 $226K 0.1% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,791 $226K 0.02% +219 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,788 $226K 0.12% +3 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,778 $225K 0.01% +109 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,769 $224K 0.02% -180 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,766 $224K <0.01% +100 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,756 $223K 0.01% -248 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,746 $222K 0.01% +27 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,734 $221K 0.02% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,723 $221K 0.03% -4,267 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 DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,723 $220K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,700 $219K 0.05% -294 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,688 $218K 0.07% -175 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,677 $217K 0.03% +10 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,674 $216K 0.03% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,673 $216K 0.03% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,661 $215K 0.05% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,657 $215K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,654 $215K 0.01% -377 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,646 $214K 0.01% -496 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,626 $213K 0.13% +21 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,619 $212K 0.08% +15 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,617 $212K 0.06% +2 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,607 $211K <0.01% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,600 $210K 0.05% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,597 $210K 0.09% -566 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,587 $209K 0.06% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,582 $209K 0.05% new 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 Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,576 $209K 0.01% -148 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,572 $208K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,568 $208K <0.01% -56 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,563 $207K 0.02% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,557 $207K 0.05% -159 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,546 $206K 0.13% -50 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,536 $205K 0.08% -50 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,530 $205K 0.03% +21 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,527 $205K 0.15% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,526 $204K 0.04% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,511 $203K 0.03% +6 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,508 $203K 0.01% -106 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,505 $203K 0.08% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 2,500 $202K 0.1% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,491 $202K 0.05% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,490 $202K 0.02% new 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 2,474 $200K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,467 $200K <0.01% +241 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,434 $198K 0.04% +15 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,421 $196K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,400 $194K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,393 $194K 0.01% -18 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,348 $190K 0.03% +50 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,332 $189K 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 2,319 $188K 0.01% -448 13F-HR/A Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,300 $186K 0.08% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,250 $182K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,232 $181K 0.01% -4,753 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,212 $179K 0.01% +272 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,168 $176K 0.07% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,084 $169K <0.01% -1,398 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,891 $153K 0.07% +129 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,819 $147K <0.01% -433 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,706 $144K 0.06% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,770 $143K 0.02% -198 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,748 $142K 0.01% -1,005 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,737 $141K 0.01% +322 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,735 $140K 0.09% -75 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,685 $136K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,604 $130K 0.07% -13 13F-HR Timeline