TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,832 $236K 0.02% 0 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 1,829 $236K 0.18% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,817 $234K 0.09% -18 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,815 $234K 0.05% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,815 $234K 0.02% +11 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,811 $234K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,808 $233K <0.01% -21 13F-HR Timeline Group InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,803 $233K 0.13% +267 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,635 $232K 0.03% +5 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,799 $232K 0.01% +157 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,796 $232K 0.01% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,792 $231K 0.13% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,792 $231K 0.03% -50 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,781 $230K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,773 $229K 0.02% -37 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,770 $228K 0.05% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,765 $228K 0.11% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,764 $228K 0.04% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,764 $228K 0.07% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,759 $227K 0.07% -38 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,758 $227K 0.02% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,638 $227K 0.01% +166 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,751 $226K 0.03% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,748 $226K 0.05% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,743 $225K 0.08% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,738 $224K 0.07% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,736 $224K 0.13% -261 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,733 $224K 0.01% +97 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,731 $223K 0.03% 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 1,731 $223K 0.01% -15 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,727 $223K 0.07% 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,727 $223K 0.03% +5 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,721 $222K 0.02% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,718 $222K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,718 $222K 0.01% +25 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,716 $221K 0.05% -98 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,712 $221K 0.03% +5 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 1,711 $221K 0.05% -18 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,710 $221K 0.02% +38 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,710 $221K 0.06% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,705 $220K 0.08% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,483 $220K 0.19% -15 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,700 $219K 0.05% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,699 $219K 0.02% +53 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,698 $219K 0.07% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,696 $219K 0.1% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,683 $217K 0.09% -17 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,683 $217K 0.02% +9 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,685 $217K 0.15% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,679 $217K 0.02% +49 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,677 $216K 0.05% +18 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,675 $216K 0.13% -101 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,673 $216K 0.02% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,670 $215K 0.13% -6 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,659 $214K 0.01% -373 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,659 $214K 0.03% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,659 $214K 0.06% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,656 $214K 0.05% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,655 $214K 0.09% -48 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,654 $213K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,654 $213K 0.03% +43 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,652 $213K 0.03% +22 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,651 $213K 0.05% +1 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,650 $213K 0.08% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,481 $213K 0.03% -417 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,648 $213K 0.03% -812 13F-HR Timeline Trust Co More: the full row for Trust Co 1,646 $212K 0.02% +1,317 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,639 $211K 0.14% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,635 $211K 0.06% -13 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 1,635 $211K 0.09% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,629 $210K 0.04% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,629 $210K 0.06% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,625 $210K 0.01% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,623 $209K 0.03% +101 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,620 $209K 0.11% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,617 $209K 0.06% -624 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,614 $208K 0.02% +44 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,600 $206K 0.02% -1,484 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,599 $206K 0.01% -262 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,597 $206K 0.13% 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,593 $206K 0.05% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,594 $206K 0.04% -73 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,591 $205K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,588 $205K 0.02% +7 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,584 $204K 0.03% -533 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,583 $204K 0.07% -116 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,582 $204K 0.03% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,579 $204K 0.02% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,576 $203K 0.06% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,574 $203K 0.01% -86 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,573 $203K 0.09% -200 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,571 $203K 0.1% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,570 $203K 0.03% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,563 $202K <0.01% -56,840 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,562 $202K 0.05% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,554 $200K 0.21% +2 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,553 $200K 0.03% -386 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,550 $200K 0.01% -1,225 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,550 $200K 0.12% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,548 $200K 0.01% -144 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,536 $198K 0.01% +407 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,508 $195K 0.05% -2,093 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,486 $192K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,464 $189K 0.1% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,461 $189K 0.01% -420 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 701 $185K 0.01% -29 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,422 $183K 0.02% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,417 $183K 0.01% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,415 $183K 0.01% -303 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,411 $182K 0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,397 $180K 0.02% +83 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,369 $177K 0.05% +192 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,364 $176K <0.01% -331 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,361 $176K 0.09% +9 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,353 $175K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,354 $175K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,354 $175K 0.16% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,351 $174K 0.07% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,344 $173K <0.01% -150 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,341 $173K 0.03% -965 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,303 $168K 0.1% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,302 $168K 0.05% +472 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,061 $167K 0.06% -89 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,249 $161K 0.01% -328 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,249 $161K 0.02% +9 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,244 $161K 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,240 $160K 0.01% -32 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,237 $160K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,228 $158K 0.09% +66 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,220 $157K <0.01% -100 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,220 $157K 0.02% +1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,194 $154K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,180 $152K 0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,176 $152K 0.01% +1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,171 $151K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,163 $150K 0.02% +362 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,134 $146K 0.01% +50 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,130 $146K 0.06% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,112 $143K <0.01% +742 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,113 $143K 0.01% +45 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,099 $142K 0.05% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 1,082 $140K 0.1% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,062 $137K 0.06% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,054 $136K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,039 $134K 0.01% -67 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,037 $134K 0.05% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,028 $133K 0.03% -580 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,013 $131K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,008 $130K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,000 $129K 0.05% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,000 $129K 0.06% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 998 $129K 0.02% +301 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 970 $125K 0.08% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 960 $124K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 958 $124K 0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 957 $123K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 954 $123K <0.01% +100 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 950 $123K 0.05% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 938 $121K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 936 $121K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 929 $120K 0.03% +3 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 900 $116K 0.09% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 879 $113K 0.01% -3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 865 $112K 0.04% +7 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 853 $110K 0.02% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 814 $105K 0.02% -4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 790 $102K 0.01% +154 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 785 $101K 0.05% +4 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 782 $101K 0.01% +7 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 765 $98.7K 0.01% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 761 $98.2K 0.12% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 760 $98.1K 0.02% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 751 $96.9K 0.02% -12 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 749 $96.7K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 739 $95.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 728 $93.9K 0.01% -50 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 725 $93.5K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 720 $92.9K 0.06% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 714 $92.1K 0.06% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 714 $92.1K 0.06% -42 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 711 $91.7K 0.03% +4 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 710 $91.6K 0.04% +50 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 707 $91.2K 0.04% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 700 $90.3K 0.05% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 696 $89.8K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 688 $88.8K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 685 $88.4K 0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 683 $88.1K 0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 680 $87.7K 0.01% +30 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 679 $87.6K <0.01% +72 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 660 $85.2K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $81.3K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 629 $81.1K 0.04% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 627 $80.9K 0.02% +623 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 625 $80.7K 0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 612 $79K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 605 $78.1K 0.04% -96 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 605 $78.1K 0.05% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 604 $77.9K 0.04% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 603 $77.8K 0.06% 0 13F-HR Timeline