PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 799 $60.5K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 795 $60.1K 0.02% +397 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 790 $59.7K 0.01% 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 784 $59.3K 0.03% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 766 $57.9K 0.03% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 761 $57.6K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 756 $57.2K 0.01% +338 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 7,491 $56.9K <0.01% 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 750 $56.7K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 737 $55.7K 0.01% 0 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 730 $55.2K 0.02% -7 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 715 $54K 0.03% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 708 $53.5K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 700 $52.9K <0.01% new 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 700 $52.9K 0.05% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 700 $52.9K 0.01% +355 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 689 $52.1K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 673 $50.9K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 653 $49.4K 0.02% -31 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 600 $48.7K 0.04% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 640 $48.4K <0.01% +60 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 632 $47.8K 0.01% +226 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 627 $47.4K 0.03% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 620 $46.9K 0.03% +470 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 623 $46.5K 0.02% -1,315 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 612 $46.3K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 605 $45.8K 0.04% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 600 $45.4K 0.03% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 698 $45.4K 0.05% +159 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 592 $45K <0.01% -8 13F-HR Timeline City State Bank More: the full row for City State Bank 587 $44.4K 0.02% +37 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 575 $43.5K 0.04% 13F-HR/A Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 366 $43.2K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 570 $43.1K <0.01% -4,396 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 568 $43K <0.01% +8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 560 $42.4K 0.02% +60 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 543 $41.1K 0.01% +343 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 541 $40.9K 0.01% +132 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 537 $40K 0.01% +44 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 527 $39.9K 0.01% +300 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 511 $38.6K 0.02% +200 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 509 $38.5K <0.01% -267 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 503 $38.1K 0.01% +114 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 512 $38K 0.01% +330 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 500 $38K 0.05% -6,500 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 500 $37.8K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $37.8K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 500 $37.8K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 500 $37.8K 0.03% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 494 $37.4K 0.02% +24 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 480 $36.3K 0.03% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 477 $36.1K 0.02% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 457 $34.6K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 452 $34.2K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 450 $34K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 450 $34K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 448 $33.9K 0.02% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 895 $33.3K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 440 $33.3K 0.03% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 413 $31.2K 0.03% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 392 $29.6K 0.02% +166 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 380 $28.7K 0.02% +265 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 366 $28K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 368 $27.8K 0.01% +93 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 355 $26.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 350 $26.5K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,496 $25.8K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 336 $25.4K 0.01% -63 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 335 $25.3K 0.01% +35 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 318 $24.1K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 353 $23.7K 0.02% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 308 $23.3K <0.01% -722 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 307 $23.2K 0.01% +32 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 303 $22.9K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 301 $22.8K 0.01% -137 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 300 $22.7K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 300 $22.7K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 300 $22.7K 0.01% 0 13F-HR/A Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 300 $22.7K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 300 $22.7K 0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 296 $22.3K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 293 $22.2K 0.02% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 280 $21.2K 0.04% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 278 $21K <0.01% -1,770 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 275 $20.8K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 274 $20.7K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 272 $20.6K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 270 $20.4K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 250 $20K <0.01% +50 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 250 $18.9K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 250 $18.9K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 250 $18.9K 0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 247 $18.7K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 242 $18.3K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 240 $18.2K <0.01% +40 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 236 $17.8K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 232 $17.5K <0.01% +80 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 225 $17K <0.01% +193 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 249 $17K 0.01% +22 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 220 $16.6K 0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 195 $16.1K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 206 $16K <0.01% -150 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 210 $15.9K 0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 207 $15.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 205 $15.5K <0.01% +87 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 200 $15.1K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 200 $15.1K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $15.1K 0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 189 $14.3K <0.01% +30 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 175 $13.2K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 176 $13K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 168 $12.7K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 160 $12.1K <0.01% -140 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 155 $12K 0.01% -3,830 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 157 $11.9K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 153 $11.6K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 152 $11.5K <0.01% +2 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 151 $11.4K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 150 $11.3K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 145 $11K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 144 $10.9K 0.01% -87 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 134 $10.1K <0.01% -16 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 127 $9.61K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 127 $9.61K 0.02% +75 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 124 $9.38K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 117 $8.85K 0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 112 $8.47K <0.01% -388 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 111 $8.39K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 106 $8.02K <0.01% +6 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 106 $8.02K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 100 $8K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $8K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $7.56K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $7.56K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100 $7.56K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 100 $7.56K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $7.56K <0.01% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 100 $7.56K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $7.56K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 100 $7.56K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $7.56K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 100 $7.56K 0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $7.56K 0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 93 $7.03K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 96 $7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 92 $6.96K <0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 81 $6K <0.01% +76 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 72 $5.45K 0.01% +17 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 70 $5.29K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 70 $5.29K <0.01% new 13F-HR Timeline Group Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 67 $5.07K <0.01% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 65 $4.92K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 58 $4.39K 0.19% +49 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 57 $4.31K <0.01% -43 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 58 $4K <0.01% +3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $3.78K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 50 $3.78K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 49 $3.71K <0.01% 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 50 $3K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 37 $2.74K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 34 $2.57K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 30 $2.27K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 30 $2.27K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 28 $2.12K <0.01% -17 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 28 $2.12K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 27 $2.04K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $1.88K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 31 $1.59K <0.01% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 20 $1.51K <0.01% -40 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 20 $1.51K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $1.44K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15 $1.11K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 14 $1.06K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $983 <0.01% +3 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $756 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $756 <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10 $756 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7 $530 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $335 0.03% -3,118 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3 $227 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2 $152 <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2 $151 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.