LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,587 $502K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,891 $502K 0.2% +166 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,890 $502K 0.03% +10 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,887 $502K 0.05% -105 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,850 $497K 0.07% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,843 $496K 0.11% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,840 $496K 0.13% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,826 $494K 0.05% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,814 $492K 0.03% -14 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,802 $491K 0.01% -295 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,766 $486K 0.03% +160 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 3,765 $486K 0.27% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,753 $484K 0.06% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,750 $484K 0.15% -100 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,720 $480K 0.07% -12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,717 $480K 0.01% -124 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,710 $479K 0.04% +190 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,710 $479K 0.28% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,704 $478K 0.01% 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,703 $478K 0.04% +85 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,697 $477K 0.3% +242 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,695 $477K 0.03% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,690 $476K 0.6% -22 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,456 $476K 0.27% -328 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,681 $475K <0.01% +1,349 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,678 $475K 0.08% -96 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 3,635 $469K 0.16% -335 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,629 $468K 0.19% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,624 $468K 0.18% -55 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,622 $467K 0.01% -305 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,608 $466K 0.02% +88 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,326 $465K 0.03% +236 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,598 $464K 0.28% +115 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,557 $459K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,551 $458K 0.03% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,541 $457K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,530 $455K 0.11% -477 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,526 $455K 0.23% +658 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,521 $454K 0.03% -96 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,520 $454K 0.04% +41 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,514 $453K 0.13% -204 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,510 $453K 0.42% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,508 $453K 0.07% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,500 $452K 0.02% -1,500 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,488 $450K 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,469 $449K 0.01% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,472 $448K 0.04% +22 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,226 $445K 0.05% +194 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,444 $444K 0.01% +81 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 3,436 $443K 0.04% +29 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,428 $442K 0.43% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,427 $442K 0.03% +20 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,411 $440K 0.25% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,405 $439K 0.03% +263 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 3,387 $437K 0.13% -54 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,382 $436K 0.11% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,363 $434K 0.02% -34 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,361 $434K 0.03% +979 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,049 $434K 0.22% +496 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,357 $433K 0.01% +768 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,350 $432K 0.49% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,347 $432K 0.1% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,337 $431K 0.02% +26 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,336 $431K 0.02% -14 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,335 $430K 0.38% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,332 $430K 0.04% +140 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,328 $429K 0.09% -40 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,326 $429K 0.04% +9 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,319 $428K 0.01% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,318 $428K <0.01% 0 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,317 $428K 0.02% -36 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,315 $428K 0.33% +64 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,318 $428K <0.01% +1,722 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,305 $426K 0.03% +373 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,302 $426K 0.06% +4 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 3,300 $426K 0.21% -3,700 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,287 $424K 0.01% -79 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,282 $424K 0.03% -3 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,281 $423K 0.01% -25,574 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,277 $423K 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,255 $420K 0.01% +292 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,255 $420K 0.05% +14 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,254 $420K 0.43% -358 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,250 $419K 0.02% +10 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,248 $419K 0.11% -2 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,247 $419K 0.04% new 13F-HR/A Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,246 $419K 0.15% +425 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,245 $419K 0.06% -4 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,244 $419K 0.02% +1,118 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,233 $417K 0.07% +166 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,192 $417K 0.19% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,229 $417K 0.11% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,221 $416K 0.01% -648 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,213 $415K 0.09% +79 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,210 $414K 0.02% +72 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,209 $414K 0.14% +200 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,206 $414K 0.03% -54 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,198 $413K 0.11% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,900 $412K 0.28% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,788 $412K 0.02% +67 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,885 $410K 0.05% +43 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,176 $410K 0.1% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,173 $410K 0.01% +77 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,176 $410K 0.02% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,167 $409K 0.15% +493 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,161 $408K 0.21% -53 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,158 $408K 0.01% +1,280 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,149 $407K 0.13% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,151 $407K 0.03% -9 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,149 $406K 0.01% +4 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,148 $406K 0.23% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,145 $406K 0.02% +10 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,130 $404K 0.17% +410 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,125 $403K 0.3% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,124 $403K 0 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,102 $400K 0.18% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 3,090 $399K 0.46% -125 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,084 $398K 0.01% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,077 $397K 0.02% -138 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,058 $395K 0.05% -27 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,047 $393K 0.04% -44 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,035 $392K 0.01% +198 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,031 $391K 0.11% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,028 $391K 0.06% +1,277 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,025 $390K <0.01% +50 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,018 $389K 0.04% +246 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,017 $389K 0.05% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,012 $389K 0.12% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,011 $389K 0.24% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,008 $388K 0.02% +1,015 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,000 $387K 0.32% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,998 $387K 0.03% -746 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,995 $386K 0.03% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,994 $386K 0.06% -423 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,984 $385K 0.09% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,984 $385K 0.05% -411 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,977 $384K 0.12% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,977 $384K 0.06% +1,162 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,973 $384K 0.08% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,965 $383K 0.03% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,954 $381K 0.04% +958 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,938 $379K 0.02% +2 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,938 $379K 0.11% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,934 $379K 0.02% -83 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,925 $377K 0.04% +973 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,924 $377K <0.01% -11,621 13F-HR Timeline Group Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,917 $376K 0.27% +15 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,918 $376K 0.02% -83 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,899 $374K 0.05% -192 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,880 $372K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,866 $370K <0.01% +15 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,860 $369K 0.02% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,859 $369K 0.02% +1,000 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,857 $369K 0.04% +990 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,850 $368K 0.2% -1,650 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,835 $366K 0.01% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,830 $365K 0.1% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,818 $364K 0.01% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,810 $363K 0.27% -50 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,806 $362K 0.11% +13 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,808 $362K 0.16% -55 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,788 $360K 0.04% -203 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,779 $359K 0.01% -856 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,280 $358K 0.14% -117 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,772 $358K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,770 $357K 0.01% -59,532 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,767 $357K 0.01% +124 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,767 $357K 0.1% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,761 $356K 0.19% +514 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,743 $354K 0.02% -1,787 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,287 $354K 0.09% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,738 $353K 0.04% 0 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,735 $353K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,731 $352K 0.12% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,730 $352K 0.03% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,250 $352K 0.16% +700 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,714 $350K <0.01% -463 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 2,711 $350K 0.04% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,463 $350K 0.09% +21 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,696 $348K 0.02% +146 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,422 $348K 0.04% +165 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,694 $348K 0.17% +1,149 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,688 $347K 0.02% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,625 $345K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,669 $344K 0.02% +8 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,665 $344K 0.17% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,664 $344K <0.01% +630 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,658 $343K 0.08% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,645 $341K 0.05% +1 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,634 $340K 0.1% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,631 $339K 0.01% -222 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,934 $339K 0.04% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,628 $339K 0.04% -250 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,620 $338K 0.08% -100 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,610 $337K 0.03% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,602 $336K 0.15% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,601 $336K 0.01% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 2,600 $336K <0.01% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,600 $336K 0.04% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,594 $335K 0.01% -117 13F-HR Timeline