Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 577 $214K 0.15% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,831 $214K 0.05% new 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,830 $214K 0.07% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,829 $213K 0.11% -87 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,822 $213K 0.01% -786 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,822 $213K 0.06% -762 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,820 $212K <0.01% +1 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,817 $212K 0.08% -200 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,813 $212K 0.05% -26 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,811 $211K 0.09% -263 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,811 $211K <0.01% -585 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 1,591 $211K 0.12% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,800 $210K <0.01% -700 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,800 $210K 0.03% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,800 $210K <0.01% 0 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 1,792 $209K 0.02% -386 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,791 $209K 0.13% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,789 $209K 0.05% -640 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,423 $208K 0.02% -22,567 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,783 $208K 0.02% +26 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,783 $208K 0.04% -1,017 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 1,781 $208K 0.03% +140 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,780 $208K 0.01% +261 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,775 $207K 0.04% -46 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,773 $207K <0.01% -398 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,773 $207K 0.07% -1,915 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,770 $207K 0.14% +50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,769 $206K 0.02% -5,109 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,767 $206K 0.01% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,555 $206K 0.02% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,758 $205K 0.08% +674 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 1,757 $205K 0.07% 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,756 $205K <0.01% -297,594 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,753 $205K 0.05% -648 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,753 $205K 0.09% +298 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 1,753 $204K <0.01% -20,230 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,750 $204K 0.08% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,750 $204K 0.04% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,393 $204K 0.13% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,742 $203K 0.08% +36 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,740 $203K 0.06% +290 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,738 $203K 0.09% +76 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,735 $202K 0.1% -175 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,735 $202K 0.01% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,735 $202K 0.03% +91 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,728 $202K 0.03% -681 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,727 $201K 0.03% -2,325 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,726 $201K 0.05% +68 13F-HR Timeline City State Bank More: the full row for City State Bank 1,720 $201K 0.05% +1,085 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,719 $201K 0.04% -336 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,718 $200K 0.08% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,716 $200K 0.04% -4,442 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 1,716 $200K 0.04% 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,710 $200K 0.02% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,712 $200K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,710 $200K 0.09% -1,018 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,705 $199K 0.02% -1,889 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,695 $198K 0.04% -2,915 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,677 $196K 0.02% +90 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,665 $194K 0.07% +500 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,649 $192K 0.1% +1 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,625 $190K 0.05% -43 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,610 $188K 0.07% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,070 $187K 0.05% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,584 $185K 0.09% +102 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,580 $184K 0.16% +238 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,576 $184K 0.88% +28 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 1,572 $183K 0.08% -586 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,045 $179K 0.02% +18 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,528 $178K 0.06% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,520 $177K 0.14% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,501 $175K 0.02% +140 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,476 $172K 0.02% -2,323 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,475 $172K 0.05% -254 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 1,471 $172K 0.03% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,447 $169K 0.65% -220 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,433 $167K 0.01% -32 13F-HR/A Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,425 $166K 0.07% -7,199 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,412 $165K <0.01% -582 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,410 $165K 0.01% -1,000 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,406 $164K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,359 $159K <0.01% +436 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,356 $158K 0.01% +13 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 1,353 $158K 0.01% new 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,344 $157K 0.03% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,341 $156K 0.09% +70 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,337 $156K 0.02% +7 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,335 $156K 0.05% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,320 $154K 0.09% -13 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,239 $145K 0.05% -105 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,232 $144K 0.08% +1,100 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,227 $143K 0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,220 $142K 0.12% -1 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,217 $142K 0.12% -6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,216 $142K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,213 $142K 0.03% +69 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,200 $140K 0.03% -9,400 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,200 $140K 0.03% +28 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,186 $138K 0.09% -203 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,173 $137K 0.06% -1,445 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,170 $137K 0.03% +108 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,167 $136K 0.04% +735 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,160 $135K 0.08% +264 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,159 $135K 0.02% -36 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,151 $134K 0.07% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,151 $134K 0.08% -1,211 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,144 $133K 0.04% -20,060 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,134 $132K 0.01% -22 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,123 $131K 0.07% +430 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,104 $129K 0.03% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,100 $128K 0.04% +110 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,080 $126K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 928 $125K 0.06% +125 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,054 $123K 0.07% +64 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,029 $120K <0.01% -467 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,019 $119K 0.04% -61 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,000 $117K 0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,000 $117K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,000 $117K 0.09% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 977 $114K 0.03% -431 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 950 $111K 0.08% -688 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 950 $111K 0.01% +550 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 946 $110K 0.05% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 935 $109K 0.02% +350 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 925 $108K 0.02% -500 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 918 $107K 0.01% +33 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 916 $107K 0.02% -10 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 909 $106K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 905 $106K 0.01% +8 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 905 $106K 0.01% 0 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 873 $102K 0.01% -16,075 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 860 $100K 0.02% -207 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 740 $98.9K 0.03% -169 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 830 $96.8K 0.05% +100 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 827 $96.5K 0.03% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 823 $96K 0.07% +236 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 817 $95.3K 0.04% -146 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $93.3K 0.02% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 788 $91.9K 0.01% +28 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 780 $91K 0.07% -80 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 777 $90.7K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 774 $90.3K 0.01% +695 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 770 $89.8K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 756 $88.2K 0.01% +125 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 751 $87.6K 0.03% -3,148 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 737 $86K 0.01% -605 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 734 $85.6K 0.05% +2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 732 $85.3K 0.01% -24 13F-HR/A Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 721 $84.1K 0.05% 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 714 $83.3K 0.08% -257 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 714 $83.3K 0.12% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 713 $83.2K 0.01% -230 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 709 $82.7K <0.01% -859 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 700 $81.7K 0.02% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 697 $81.3K 0.05% +71 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 688 $80.3K 0.01% -40 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 675 $78.8K 0.08% +255 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 672 $78.4K 0.01% +375 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 663 $77.4K 0.02% -15 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 662 $77.2K 0.05% +46 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 604 $75.2K 0.01% -78 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 414 $74.5K 0.04% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 629 $73.4K 0.05% -469 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 613 $71.5K 0.02% -419 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 609 $71.1K 0.03% +337 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 603 $70.4K 0.05% -334 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 600 $70K 0.01% +300 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 598 $69.8K 0.02% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 585 $68.3K <0.01% -16 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 582 $67.9K <0.01% +33 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 566 $66K 0.06% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 557 $65K 0.07% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 554 $64.6K 0.03% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 492 $63.6K 0.07% +100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 542 $63K <0.01% -508 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 500 $62.9K 0.01% +3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 536 $62.6K 0.02% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 520 $60.7K <0.01% +195 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 520 $60.7K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 514 $60K 0.01% +8 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 509 $59.5K 0.02% +34 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 509 $59.4K 0.01% +129 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $58.3K <0.01% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 500 $58.3K 0.05% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 500 $58.3K 0.04% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 500 $58.3K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 487 $56.8K 0.01% +35 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 469 $54.7K 0.05% 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 467 $54.5K 0.02% +200 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 464 $54.1K 0.02% -303 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 463 $54K 0.2% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 581 $54K <0.01% -544 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 457 $53.3K 0.02% +133 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 442 $51.6K 0.03% -108 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 439 $51.2K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 438 $51.1K 0.02% -90 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 433 $50.5K 0.02% -225 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 425 $49.6K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 423 $49.4K 0.02% -220 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 422 $49.2K <0.01% +123 13F-HR Timeline