INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,531 $687K 0.16% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,522 $686K 0.11% -287 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,510 $684K 0.08% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,484 $682K 0.3% +721 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,469 $680K 0.17% +50 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,446 $678K <0.01% +2,334 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,417 $675K 0.06% +89 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,416 $674K 0.03% +497 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,369 $670K 0.03% +1,068 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,367 $669K 0.1% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,367 $669K 0.11% -192 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,340 $666K 0.04% -1,144 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,339 $666K 0.14% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,133 $664K 0.1% +464 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,315 $664K 0.01% -1,302 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,312 $663K 0.01% -845 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,260 $658K 0.09% -66 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,250 $657K <0.01% -1,249 13F-HR/A Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,213 $653K 0.01% +742 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,193 $651K 0.07% -686 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,190 $651K 0.02% +3,487 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,167 $648K 0.03% -538 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 5,779 $646K 0.39% -240 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,108 $646K 0.16% -99 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,013 $632K 0.18% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,959 $629K 0.06% -4,086 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,981 $629K 0.18% -55 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,914 $622K 0.11% -3,455 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,912 $621K 0.02% +281 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,870 $617K 2.55% +762 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 5,851 $615K <0.01% +3,831 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,834 $613K 0.02% +328 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,753 $605K 0.08% +545 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,730 $602K 0.05% -1,843 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,707 $600K 0.01% +75 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,703 $599K 0.08% +196 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,656 $595K 0.17% new 13F-HR/A Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,680 $591K 0.05% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,617 $590K 0.06% -128 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,612 $590K 0.09% -1,145 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,600 $589K 0.17% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,573 $586K 0.02% -2,600 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,572 $586K 0.14% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,560 $585K 0.27% -446 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,522 $580K 0.2% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,511 $579K 0.15% -1,209 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,511 $579K 0.01% -2,507 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,508 $579K 0.13% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,485 $577K 0.06% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,443 $572K 0.04% +1,233 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,430 $571K 0.31% -2,614 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,381 $566K 0.06% -6,478 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,372 $565K 0.01% +3,052 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 5,369 $564K 0.2% -1,282 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,340 $561K 0.03% -2,484 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,328 $560K 0.22% -87 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,303 $557K 0.08% +146 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,250 $552K 0.14% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,226 $549K 0.07% +80 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,215 $548K 0.54% -150 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,212 $548K 0.04% -55 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,175 $544K 0.02% -503 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,164 $543K 0.27% +2,348 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,125 $539K 0.01% -120 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,124 $539K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,120 $538K 0.06% +1,045 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,113 $537K 0.06% +1,503 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,113 $537K 0.08% -884 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,085 $535K 0.25% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,079 $534K 0.02% +446 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,083 $533K 0.01% +547 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,068 $533K 0.02% -217 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,036 $529K 0.02% -2,093 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,032 $529K 0.23% +230 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,022 $528K 0.04% -3 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,014 $527K <0.01% -2,531 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,010 $527K 0.15% -15 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,006 $526K 0.38% -298 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,983 $524K 0.5% +2,739 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,432 $523K 0.01% +150 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,975 $523K 0.23% +48 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,962 $522K 0.02% +2,103 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,940 $519K 0.21% -1,482 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 4,930 $518K <0.01% new 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,914 $517K 0.12% -50 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,906 $516K 0.11% +550 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,901 $515K 0.01% -495 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,893 $514K 0.37% +1,697 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,877 $512K 0.15% -225 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,801 $511K 0.02% -729 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,790 $504K 0.26% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,751 $499K 0.02% +2,236 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,740 $498K 0.11% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,738 $498K 0.04% +214 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,719 $496K 0.06% +126 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,710 $496K 0.23% +148 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,695 $494K 0.09% -159 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,680 $492K 0.03% -158 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,650 $489K 0.42% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,568 $480K 0.03% +1,413 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,559 $479K 0.17% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,503 $473K 0.12% +29 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 4,495 $473K 0.13% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,482 $471K 0.17% +331 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,472 $470K 0.01% new 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,460 $469K 0.05% -637 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,419 $465K 0.18% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,391 $462K 0.03% -865 13F-HR/A Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,363 $459K 0.04% -49 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,156 $458K 0.01% -853 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,358 $458K 0.04% +260 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,356 $458K 0.01% -260 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,351 $457K 0.07% +45 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,345 $457K 0.17% -1,344 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,333 $455K 0.12% +89 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,304 $452K 0.03% -675 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,260 $448K 0.13% +170 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,253 $447K 0.03% -348 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,248 $447K 0.1% -95 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,246 $446K 0.02% +94 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,241 $446K 0.12% +1,149 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,219 $444K 0.02% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,215 $443K 0.01% +6 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,213 $443K 0.02% -600 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,212 $443K 0.08% +451 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,205 $442K 0.01% -44 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,208 $442K 0.02% +1,319 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,199 $441K 0.05% -227 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,173 $439K 0.03% -866 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,149 $436K 0.02% -133 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,147 $436K 0.07% +210 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,122 $433K 0.01% -37 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,122 $433K 0.03% +296 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,109 $432K 0.1% +15 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,105 $432K 0.06% -909 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,048 $431K 0.1% -2,074 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,088 $430K 0.02% -1,869 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,074 $428K 0.03% -707 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,071 $428K 0.05% -401 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,942 $422K 0.02% +172 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,015 $422K <0.01% new 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 4,007 $421K 0.23% +1,202 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,990 $419K 0.2% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,969 $417K 0.14% -413 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,959 $416K 0.04% +12 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,950 $415K 0.03% -284 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,949 $415K <0.01% +895 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,942 $414K 0.21% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,935 $414K 0.09% +641 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,586 $413K 0.07% +104 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,925 $413K 0.01% -1,228 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,903 $410K 0.05% +1,136 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,876 $407K 0.03% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,864 $406K 0.02% +241 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,854 $405K 0.04% +303 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,852 $405K 0.04% +396 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,844 $404K 0.02% +892 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,836 $403K 0.15% +342 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,801 $400K 0.08% +937 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,779 $397K 0.06% -51 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,777 $397K 0.03% -758 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,758 $395K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,752 $394K 0.03% +308 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,720 $391K 0.05% -124 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,716 $391K 0.16% -15 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,711 $390K <0.01% +372 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,701 $389K 0.27% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,700 $389K 0.08% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,700 $389K 0.01% -723 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,700 $389K 0.04% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,698 $389K 0.23% -20 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,676 $386K 0.03% -125 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,610 $379K 0.27% +41 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,605 $379K 0.03% -134 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,579 $376K 0.03% +1,110 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,570 $375K 0.02% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,565 $375K 0.22% -7,170 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,558 $374K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,557 $374K 0.02% +1,555 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,552 $373K 0.11% -178 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,551 $373K 0.01% -125 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,546 $373K 0.09% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,531 $371K 0.01% +974 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,524 $370K 0.23% +27 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,474 $365K 0.09% +249 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,466 $364K 0.05% -1,789 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,459 $364K <0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,451 $363K 0.04% +111 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,451 $363K 0.02% -261 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,433 $361K 0.07% +588 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,396 $357K 0.04% +11 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,356 $353K <0.01% -37,485 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,333 $350K <0.01% +869 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,319 $349K 0.01% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,311 $348K 0.22% +94 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,308 $348K 0.03% +128 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,285 $345K 0.16% -1,958 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,280 $345K 0.03% +91 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,272 $344K 0.26% +282 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,251 $342K 0.02% -2,553 13F-HR Timeline