CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,169 $611K 0.02% -1,539 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,159 $609K 0.11% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,155 $608K 0.02% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,153 $608K 0.41% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,149 $607K 0.17% +137 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,131 $607K 0.22% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,141 $606K 0.02% -1,370 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,131 $604K 0.02% -357 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,123 $602K 0.25% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,114 $601K 0.27% -643 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,100 $598K 0.06% -1,900 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,072 $591K 0.6% +7 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,036 $585K 0.08% -1,367 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,034 $585K 0.06% -208 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,032 $585K 0.29% -18 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,032 $585K 0.04% +218 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,018 $582K 0.3% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,007 $580K 0.4% +2 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,004 $579K 0.13% +1,000 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,002 $579K 0.35% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,987 $576K 0.02% -79 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,976 $574K 0.02% -7 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,960 $571K 0.02% -1,910 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 2,953 $569K 0.29% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,952 $569K 0.43% +11 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,947 $568K 0.22% +17 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,927 $564K 0.08% 0 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 2,921 $563K 0.03% +280 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,909 $561K 0.05% +185 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,903 $560K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,931 $554K 0.05% +86 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,860 $552K 0.3% 13F-HR Timeline Group CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,852 $550K 0.05% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,847 $549K 0.12% -75 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,841 $548K 0.1% -137 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,694 $547K <0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,825 $545K 0.01% +186 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,826 $544K 0.02% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,820 $544K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,835 $543K 0.05% -534,154 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,813 $542K 0.02% -37 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,813 $542K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,810 $542K 0.02% +11 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,805 $541K 0.24% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,798 $540K 0.03% -134 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,771 $540K 0.02% +301 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,800 $539K 0.04% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,787 $537K 0.08% +58 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,786 $537K 0.04% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,780 $536K 0.07% +337 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,775 $535K 0.34% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,762 $533K 0.17% -1,427 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,750 $530K 0.06% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,747 $530K 0.03% -9 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,736 $528K 0.05% +3 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,725 $526K 0.01% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,708 $522K 0.05% -8 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,702 $521K 0.03% 0 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,700 $521K 0.01% -22 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,700 $521K 0.36% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,682 $517K 0.04% -1,141 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,670 $515K 0.01% +135 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,656 $512K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,645 $510K 0.32% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,620 $505K 0.08% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,608 $503K 0.12% -36 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,604 $502K 0.03% +134 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,595 $500K 0.23% -143 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,595 $500K 0.04% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,590 $500K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,577 $497K 0.06% -704 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,565 $495K 0.07% -2,932 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,560 $493K 0.13% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,552 $492K 0.04% -904 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,536 $489K 0.03% +131 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,534 $489K 0.05% -48 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,525 $487K 0.26% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,503 $483K 0.01% +318 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,491 $480K 0.2% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,490 $480K 0.02% +371 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,489 $480K 0.03% +838 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,485 $479K 0.19% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,481 $478K <0.01% +457 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,477 $478K 0.13% -195 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,475 $477K 0.08% -10 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,469 $476K 0.01% -110 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,467 $476K 0.25% -70 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,466 $474K 0.01% +681 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,452 $473K 0.3% +21 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,443 $471K 0.02% 0 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 2,443 $471K 0.07% +1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,444 $471K 0.03% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,438 $470K 0.01% -133 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,565 $470K 0.12% +132 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,425 $468K 0.02% +1,499 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,423 $467K 0.02% +92 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,406 $464K 0.03% +1,162 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,397 $462K 0.03% -150 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,395 $462K 0.17% -99 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,388 $460K 0.24% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,382 $459K 0.02% +38 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,370 $457K 0.24% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,358 $455K 0.05% +149 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,347 $453K 0.07% -65 13F-HR/A Timeline United Bank More: the full row for United Bank 2,343 $452K 0.19% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,341 $452K 0.08% +116 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,328 $449K 0.04% +89 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,328 $449K 0.1% +1,084 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,327 $449K 0.22% +3 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,321 $448K 0.05% +89 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,309 $445K 0.03% +202 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,293 $442K 0.04% +14 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,287 $441K 0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,283 $440K 0.25% -29 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,266 $437K 0.06% -523 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,265 $437K 0.02% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,260 $436K 0.02% -747 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,252 $434K 0.12% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,248 $434K 0.01% +53 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,239 $432K 0.04% -94 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,238 $432K 0.02% -289 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,333 $431K 0.14% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,235 $431K <0.01% -30 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,226 $429K 0.13% 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,224 $429K 0.33% 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,221 $428K 0.02% +156 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,218 $428K 0.03% +80 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,205 $425K 0.03% +185 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,203 $425K 0.01% -129 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,194 $423K 0.04% -156 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,193 $423K 0.02% +46 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,188 $422K <0.01% +220 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 2,187 $422K 0.18% -23 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,175 $419K 0.11% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,171 $419K 0.04% -2,536 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,171 $418K 0.12% -14 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,168 $418K 0.03% +267 13F-HR/A Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,167 $418K 0.38% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,159 $416K 0.05% -58 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,151 $415K 0.04% +225 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,147 $414K 0.11% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,134 $412K 0.21% -138 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,132 $411K 0.06% +132 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,129 $411K 0.1% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,122 $409K 0.08% +700 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,081 $409K 0.01% +5 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,111 $407K 0.07% +2 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,109 $407K 0.28% -99 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,107 $406K 0.16% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,099 $405K 0.02% -532 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,086 $402K 0.03% -44 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,083 $402K 0.11% -31 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,077 $401K 0.06% +74 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,076 $400K 0.03% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,067 $399K 0.21% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,065 $398K 0.04% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,064 $398K 0.15% -29 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,064 $398K 0.04% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,062 $398K 0.02% +83 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,060 $397K 0.04% -8 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,059 $397K 0.04% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,052 $396K 0.13% +120 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,050 $395K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,043 $394K 0.03% -51 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,038 $393K 0.15% +333 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,076 $392K 0.02% +23 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,027 $391K 0.29% -1,610 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,026 $391K 0.1% -174 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,015 $389K 0.05% +679 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,010 $388K 0.2% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,005 $387K 0.01% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,007 $386K 0.07% -41 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,001 $386K 0.01% +759 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,000 $386K 0.05% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,000 $386K 0.45% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,998 $385K 0.28% 0 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,989 $384K 0.26% +69 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,974 $381K 0.04% -161 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,974 $381K 0.03% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,969 $380K 0.29% -14 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,966 $379K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,961 $378K 0.02% -223 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,950 $376K 0.01% -648 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,935 $373K 0.3% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,935 $373K 0.02% +4 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,878 $373K 0.1% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,918 $369K <0.01% -87 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 1,910 $368K 0.08% +15 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,897 $366K 0.13% -10 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,895 $365K 0.01% -36 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,886 $364K 0.05% +35 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,884 $363K 0.02% -727 13F-HR/A Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,877 $362K 0.16% -8 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,875 $362K 0.02% -49 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,874 $361K 0.06% +596 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,871 $361K 0.1% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,800 $357K 0.04% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,850 $357K 0.09% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,850 $357K 0.03% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,850 $356K 0.19% new 13F-HR Timeline