Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,532 $216K 0.02% new 13F-HR/A Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,514 $215K 0.13% -300 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,508 $214K 0.04% -82 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,507 $214K 0.02% -168 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,500 $213K 0.02% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,500 $213K 0.17% -582 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,493 $213K 0.23% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,485 $212K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,484 $212K 0.02% -241 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,445 $209K 0.06% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,440 $208K 0.03% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,439 $208K 0.19% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,435 $208K 0.03% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,645 $206K 0.02% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,411 $206K 0.11% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,410 $206K 0.09% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,400 $205K 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,373 $203K 0.03% -6,112 13F-HR Timeline Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 2,370 $202K 0.08% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 2,367 $202K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,364 $202K 0.02% -232 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,364 $202K 0.17% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,362 $202K 0.02% +20 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,350 $201K 0.04% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,339 $200K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,306 $197K 0.12% -296 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,263 $193K <0.01% -306 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,250 $192K 0.2% -650 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,207 $188K 0.12% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,200 $188K 0.14% 0 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,197 $188K 0.03% -56 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,187 $187K 0.03% -110 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,175 $186K 0.06% -220 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,119 $181K <0.01% 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,067 $176K 0.01% +135 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,950 $166K 0.12% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,934 $165K 0.08% -18 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,895 $162K 0.08% -35 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,886 $161K 0.05% +116 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,859 $159K 0.01% -157 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,833 $156K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,831 $156K 0.05% -1,286 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,809 $154K 0.06% -58 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,788 $153K 0.12% -22 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,782 $152K <0.01% +191 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,713 $146K 0.03% +1,188 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $146K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $146K 0.02% +1,574 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,693 $144K 0.69% +255 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,662 $142K 0.01% -7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,660 $142K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,660 $142K 0.07% -26 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,639 $140K 0.18% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,638 $140K <0.01% -323 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,630 $139K 0.05% -95 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,625 $139K 0.05% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,625 $139K 0.05% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,600 $137K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,582 $135K 0.01% +50 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,569 $133K 0.03% +80 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,535 $131K 0.04% +865 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,509 $129K 0.03% +409 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,475 $126K 0.05% -99 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,450 $124K 0.08% -797 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,433 $122K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,410 $120K <0.01% +1,172 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,403 $120K 0.03% +390 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,400 $119K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,387 $118K 0.05% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,375 $117K 0.05% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,372 $117K 0.01% +568 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,370 $117K 0.04% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,349 $115K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,345 $115K 0.02% +805 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,344 $115K 0.04% +1,221 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,336 $114K 0.04% -101 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,318 $112K 0.02% -16 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,299 $111K 0.02% +676 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,296 $111K 0.09% -50 13F-HR Timeline City State Bank More: the full row for City State Bank 1,294 $110K 0.04% +88 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,255 $107K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,266 $107K <0.01% -149,269 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,172 $100K 0.01% +36 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,139 $98.2K 0.05% +1 13F-HR/A Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,127 $96.6K 0.05% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,083 $95.9K <0.01% -550 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,119 $95.5K 0.03% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,110 $94.7K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,106 $94.4K 0.06% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,059 $93.8K 0.07% +149 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,099 $93.8K 0.02% -52 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 1,059 $90.4K <0.01% +100 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 1,058 $90.3K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,052 $89.8K 0.03% +451 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 990 $84.5K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 979 $83.6K <0.01% +220 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 982 $83K 0.07% -635 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 951 $81.2K 0.02% -70 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 947 $80.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 945 $80.7K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 941 $80.3K 0.02% -30 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 934 $79.7K 0.07% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 925 $79.1K 0.03% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 931 $79K 0.02% +553 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 917 $78K 0.01% -1,000 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 908 $77.5K 0.08% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 904 $77.2K 0.07% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 903 $77.1K 0.04% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 900 $76.8K 0.06% -904 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 896 $76.5K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 889 $75.9K 0.02% +623 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 875 $74.7K 0.07% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 930 $72.2K 0.02% +130 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 840 $71.7K 0.02% +140 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 839 $71.6K 0.04% 0 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 835 $71.3K 0.03% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 824 $70.3K 0.04% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 811 $69.9K 0.03% -32 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 786 $67.1K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 772 $65.9K 0.01% +12 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 765 $65.3K 0.01% +490 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 750 $64K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 725 $61.9K 0.01% -113 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 718 $61.3K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 720 $61K <0.01% +13 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 713 $60.9K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 700 $59.7K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 700 $59.7K 0.03% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 658 $56.2K 0.06% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 645 $55.1K 0.03% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 644 $55K 0.01% -1,940 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 635 $54.2K 0.02% -64 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 625 $53K 0.03% +530 13F-HR Timeline Quarry LP More: the full row for Quarry LP 602 $51.4K 0.01% -1,466 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 600 $51.2K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 600 $51.2K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 585 $49.9K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 585 $49.9K 0.01% -23 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 581 $49.6K 0.01% -19 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 576 $49.2K 0.01% 0 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 567 $48.4K 0.01% -22 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 563 $48.1K 0.04% 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 556 $47.5K 0.03% -358 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 546 $47K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 549 $46.9K 0.01% -7 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 538 $45.9K 0.04% 13F-HR/A Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 538 $45.9K 0.03% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 535 $45.7K <0.01% +21 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 533 $45.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 529 $45.2K 0.01% +359 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 546 $45K <0.01% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 524 $44.7K 0.03% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 515 $44K <0.01% 0 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 513 $43.8K 0.02% -131 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 502 $42.8K <0.01% +125 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $42.7K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 500 $42.7K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 499 $42.6K 0.04% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 470 $42.4K 0.01% -13 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 496 $42.3K 0.01% -48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 2UniFi Bank More: the full row for 2UniFi Bank 486 $41.5K 0.03% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 492 $41K 0.01% +26 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 475 $41K 0.01% -70 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 473 $40.4K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 465 $39.7K 0.03% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 464 $39.6K 0.01% -2,468 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 462 $39.4K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 461 $39.3K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 460 $39.3K 0.03% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 459 $39.2K <0.01% +22 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 459 $39.2K <0.01% +81 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 449 $38.3K 0.02% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 440 $37.6K 0.02% -1,952 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 438 $37.4K 0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 435 $37K 0.01% -380 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 430 $36.7K 0.03% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 425 $36.3K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 423 $36.1K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 416 $35.5K 0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 411 $35.1K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 447 $35K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 410 $35K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 409 $34.9K 0.03% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 600 $34.8K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 405 $34.6K <0.01% +18 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 404 $34.5K 0.02% 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 442 $34.2K 0.02% -24 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 442 $34.2K 0.02% -24 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 400 $34.1K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 400 $34K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 388 $33.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 385 $32.9K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 381 $32.5K 0.01% -6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 374 $31.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 357 $30.5K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 351 $30K 0.01% +272 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 340 $29K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 340 $29K 0.01% -21 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 336 $28.7K <0.01% -156 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 336 $28.7K 0.01% +48 13F-HR Timeline