CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,550 $388K 0.3% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,531 $386K 0.18% +430 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,517 $385K 0.01% -2 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 3,500 $383K 0.19% -500 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,500 $383K 1.01% +100 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,486 $381K 0.02% 0 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,462 $379K 0.07% +36 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,460 $378K 0.37% +1,395 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,433 $375K 0.02% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,401 $372K 0.09% -19 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,400 $372K 0.2% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,391 $371K 0.18% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,383 $370K 0.05% 0 13F-HR Timeline Tradewinds, LLC. 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More: the full row for Vontobel Holding Ltd. 3,320 $363K <0.01% -338 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,313 $362K <0.01% +850 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,313 $362K <0.01% +850 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 3,287 $359K 0.01% -25 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,268 $357K 0.13% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,258 $356K 0.27% +36 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,203 $350K 0.02% -70 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,197 $350K 0.19% +7 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,177 $347K 0.11% +2,212 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,177 $347K 0.02% -115 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,144 $344K 0.12% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,288 $342K <0.01% -315 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,114 $341K 0.01% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,100 $339K 0.01% -13,092 13F-HR Timeline Group Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,090 $338K 0.11% +114 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,089 $338K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,059 $335K 0.01% +643 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,049 $333K <0.01% -3,248 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for INTEGRITY ALLIANCE, LLC. 2,911 $318K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,903 $317K 0.02% -144 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,899 $317K 0.07% +773 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,894 $317K <0.01% +354 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,889 $316K 0.13% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,884 $315K <0.01% +1,116 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,884 $315K 0.12% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,868 $314K 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,864 $313K 0.01% -1,533 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,864 $313K 0.11% -17,563 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,868 $313K 0.03% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,825 $309K 0.04% new 13F-HR/A Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 2,823 $309K 0.25% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,813 $308K 0.08% +3 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,810 $307K 0.04% +54 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,809 $307K 0.01% -589 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,800 $306K 0.24% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,784 $304K 0.08% +774 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,778 $304K 0.09% -1,409 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,769 $303K 0.14% +136 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,745 $300K -255 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,733 $299K <0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,594 $284K 0.01% -195 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,565 $280K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,561 $280K 0.01% +560 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,555 $279K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 101,694 $278K 0.02% -81 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,539 $278K 0.01% -674 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,537 $277K 0.26% -18 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,514 $275K 0.27% +11 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,511 $275K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,500 $273K 0.1% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,495 $273K 0.06% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,494 $273K 0.01% -32 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,490 $272K 0.06% -51 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,470 $270K <0.01% -1,116 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,466 $270K 0.01% -4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,462 $269K 0.05% +1,364 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,453 $268K 0.09% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,451 $268K 0.03% -607 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,419 $265K 0.13% -41 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,414 $264K 0.17% -91 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,400 $262K 0.07% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,400 $262K 0.13% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,554 $262K 0.01% -112 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,420 $260K <0.01% +459 13F-HR/A Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,363 $258K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,339 $256K 0.01% -875 13F-HR/A Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,339 $256K 0.01% -100 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,319 $254K 0.01% new 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,315 $253K 0.03% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,307 $252K 0.02% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,300 $252K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,297 $251K 0.13% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,285 $250K 0.05% -82 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,286 $250K 0.04% -460 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,271 $248K 0.01% -803 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,269 $248K 0.05% -1,430 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,269 $248K 0.01% +35 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,244 $245K 0.02% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,234 $244K 0.02% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,232 $244K <0.01% -5 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,225 $243K 0.07% +325 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,223 $243K 0.05% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,220 $243K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,215 $242K 0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,214 $242K 0.09% -45 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,204 $241K 0.03% -1,626 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,201 $241K 0.08% +24 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 2,200 $241K <0.01% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,200 $241K 0.03% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,200 $241K 0.05% -18 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,195 $240K 0.02% -38 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,194 $240K 0.02% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,185 $239K <0.01% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,185 $239K 0.02% -16 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,149 $234K 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,169 $233K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,119 $232K <0.01% -466 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,110 $231K 0.15% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,110 $231K 0.08% +5 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,100 $230K 0.01% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,100 $230K <0.01% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,055 $229K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for Harfst & Associates, Inc. 1,949 $213K 0.05% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,943 $212K 0.05% -86 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,936 $212K 0.02% +189 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,936 $212K 0.02% -77 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,934 $211K 0.14% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,932 $211K <0.01% +32 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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More: the full row for CONNING INC. 1,881 $206K 0.01% +98 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,872 $205K <0.01% -23 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,872 $205K <0.01% -17,434 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,869 $204K 0.09% -147 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,847 $202K 0.01% -161 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,811 $200K 0.23% -88 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,706 $187K 0.03% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,704 $186K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,696 $185K 0.03% +8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,674 $183K 0.02% +1,673 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,583 $173K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,545 $169K <0.01% -533 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,545 $169K 0.01% -41 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,528 $167K 0.02% -150 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,498 $164K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,491 $163K 0.02% -150 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,479 $161K <0.01% -1,270 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,463 $160K 0.08% +50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,322 $145K 0.02% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,302 $142K 0.02% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,300 $142K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,290 $141K 0.05% -300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,281 $138K 0.01% -500 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,204 $132K 0.01% -10 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,201 $131K 0.02% +383 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,197 $130K <0.01% +55 13F-HR Timeline Group