Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,554 $676K 0.1% +197 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,611 $675K 0.2% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,604 $674K 0.54% -746 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 5,600 $674K 0.2% -3,200 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,595 $673K 0.05% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,540 $667K 0.07% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,531 $666K 0.07% -50 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,528 $665K 0.09% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,526 $665K 0.63% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,511 $663K 0.15% -333 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,506 $663K 0.11% +284 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,472 $659K 0.02% +251 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,471 $658K 0.15% -1,499 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,471 $658K 0.03% +71 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,436 $654K 0.04% -118 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,437 $654K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,405 $651K 0.06% -63 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,399 $650K 0.17% 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,398 $650K 0.09% +140 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,380 $647K 0.05% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,358 $645K <0.01% -2,275 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,351 $644K 0.36% +191 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,346 $643K 0.13% +3 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,232 $643K 0.35% +137 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,335 $642K 0.08% +2,075 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,331 $642K 0.05% -139 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,320 $640K 0.34% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,317 $640K 0.09% -318 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,438 $639K 0.64% -265 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,310 $639K 0.05% -308 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,306 $639K 0.07% +126 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,287 $636K 0.4% +1,187 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,283 $636K 0.06% -184 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,280 $635K 0.44% +1 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,268 $634K 0.05% -184 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,263 $633K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,259 $633K 0.01% new 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,250 $632K 0.19% +191 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,237 $630K 0.03% +3,015 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,235 $630K 0.05% -196 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 4,820 $629K 0.14% +1,111 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,217 $628K 0.37% -40 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,198 $626K 0.17% -7,729 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,128 $624K 0.06% +1 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,176 $623K 0.05% +851 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,176 $623K 0.09% +1,032 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,152 $620K 0.02% +364 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,089 $619K 0.13% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,142 $619K 0.12% +200 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 5,138 $618K 0.15% +1,958 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,123 $617K 0.05% -114 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,121 $616K 0.02% +30 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,111 $615K 0.45% -2,748 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,017 $611K 0.04% +162 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,063 $609K 0.34% -80 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,060 $609K 0.41% -60 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,058 $609K 0.03% -180 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,054 $608K 0.03% +165 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 5,051 $608K 0.05% -75 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,039 $606K 0.11% +730 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,034 $606K 0.01% +174 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $602K 0.02% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,000 $602K 0.04% +1,746 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,988 $600K 0.54% -154 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,974 $599K 0.4% -382 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,960 $597K 0.04% -626 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,952 $596K 0.12% -491 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,948 $595K 0.21% +273 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,938 $594K 0.14% +100 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,910 $591K 0.18% +467 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 4,910 $591K 0.56% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,902 $590K 0.03% -529 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $590K 0.88% 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,892 $589K 0.06% -2,136 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 4,868 $586K 2.48% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,859 $585K 0.23% -71 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,792 $585K 0.03% -5 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,845 $583K 0.2% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,229 $581K 0.21% +3 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,825 $581K 0.02% -450 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,813 $579K 0.07% +237 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,800 $578K 0.6% 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 4,792 $577K 0.09% -249 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,786 $576K 0.34% +4 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,784 $576K 0.32% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,758 $573K 0.03% -1,379 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,748 $571K 0.1% +91 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,746 $571K 0.04% +7 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,743 $571K 0.06% -600 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,727 $569K 0.08% -150 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,717 $568K 0.19% -750 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 4,710 $567K <0.01% -12 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,765 $566K 0.21% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,818 $564K 0.56% -465 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,684 $564K 0.25% -5,703 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,683 $564K 0.05% -440 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,674 $562K 0.12% +35 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,659 $561K 0.13% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,658 $561K 0.02% +289 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,651 $560K 0.3% -500 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,646 $559K 0.25% -1,490 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,641 $559K 0.07% -6 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 4,619 $556K 0.02% +2,453 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,619 $556K 0.26% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,616 $556K 0.1% +147 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,610 $555K 0.26% -45 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,572 $550K 0.33% +11 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,564 $549K 0.04% -40 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,554 $548K 0.8% 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,551 $548K 0.05% +18 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,550 $548K 0.35% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,550 $548K 0.54% 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,198 $547K 0.11% +18 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,539 $546K 0.07% -67 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,538 $546K 0.04% -67 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,532 $545K 0.18% -2,266 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,523 $544K 0.15% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,514 $543K 0.17% +374 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,505 $542K 0.08% -479 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,505 $542K 0.2% +20 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,504 $542K 0.27% +172 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,507 $542K 0.04% +523 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,501 $542K 0.25% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,495 $541K 0.03% -13 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,478 $539K 0.03% +345 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,474 $538K 0.08% +101 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,470 $538K 0.01% +688 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,469 $538K 0.03% -232 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,469 $538K 0.02% +61 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,467 $538K 0.12% +2,569 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,463 $537K 0.32% +77 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,457 $536K 0.27% +233 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,454 $536K 0.26% -71 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,435 $534K 0.21% +164 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,431 $533K 0.33% 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,420 $532K 0.09% +38 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,409 $531K 0.03% +1,354 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,401 $530K 0.26% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,397 $529K 0.04% +13 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,408 $529K 0.01% 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,382 $527K 0.03% -541 13F-HR/A Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,379 $527K 0.05% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,377 $527K 0.03% -127 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 4,369 $526K 0.14% -204 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,319 $526K 0.09% +114 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,340 $522K 0.11% -1,881 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,318 $520K 0.05% +27 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,318 $520K 0.55% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,270 $520K 0.3% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,316 $519K 0.14% +180 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 4,314 $519K 0.2% +95 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,313 $519K 0.05% +1,359 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,977 $518K 0.02% +235 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,295 $517K 0.06% +1 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,292 $517K 0.04% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,292 $517K 0.09% +200 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,281 $515K 0.44% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,269 $514K 0.12% +16 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,267 $513K 0.21% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,266 $513K <0.01% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,264 $513K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,247 $511K 0.4% +1,950 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,250 $511K 0.07% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,242 $511K 0.01% -14,011 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,238 $510K 0.35% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,236 $510K 0.17% -147 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,229 $509K 0.04% +1,209 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 4,229 $509K 0.04% +42 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,224 $508K 0.07% +416 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,219 $508K 0.12% -5 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,215 $507K 0.25% +29 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,202 $506K 0.04% +155 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,200 $506K 0.07% -583 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 4,200 $505K 0.03% -1,000 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,193 $505K 0.48% +111 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,134 $503K 0.19% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,179 $503K 0.31% -28 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,155 $500K 0.28% 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,153 $500K 0.04% +24 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,146 $499K 0.02% +235 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,140 $498K 0.01% +1,712 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,139 $498K 0.06% +440 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,092 $498K 0.06% -219 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,133 $497K 0.16% +1,543 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,110 $495K 0.28% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,110 $495K 0.06% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,105 $494K 0.05% +68 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,100 $493K 0.09% +2,400 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,211 $493K 0.21% 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,076 $491K 0.52% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,073 $490K <0.01% -38 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,065 $489K 0.15% +847 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,057 $488K 0.29% +170 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,064 $488K 0.01% +3,938 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,048 $487K 0.38% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,008 $486K 0.05% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,031 $485K 0.05% +84 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,976 $484K 0.12% +2,221 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,019 $484K 0.25% +476 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,017 $483K 0.01% 0 13F-HR Timeline Group