Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,400 $138K 0.06% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,310 $137K 0.01% -6,098 13F-HR/A Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 10,229 $136K 0.06% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,148 $135K <0.01% -1,975 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,081 $134K 0.03% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,030 $133K 0.02% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 10,000 $133K 0.03% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 10,000 $133K 0.14% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,821 $131K <0.01% -2,647 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,782 $130K 0.01% -7,672 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,917 $119K <0.01% +307 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,893 $118K 0.01% +4,022 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 8,800 $117K 0.1% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,752 $116K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,420 $112K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,352 $111K 0.01% +6,312 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,292 $110K <0.01% +563 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,007 $106K <0.01% +4,851 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,903 $105K 0.01% +1,754 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,460 $99.2K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,333 $97.5K 0.01% +70 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,080 $94.2K 0.02% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,025 $93.4K 0.07% +3,280 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,107 $91.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,808 $90.5K <0.01% -988 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,675 $88.8K 0.05% -100 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,815 $86.5K <0.01% -115 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,475 $86.1K 0.01% +30 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,400 $85.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,373 $84.8K 0.01% +3,000 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,100 $81.1K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 6,021 $80.1K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,831 $77.6K <0.01% -9,757 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 5,795 $77.1K <0.01% -332 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,330 $70.9K 0.01% +4,750 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,249 $69.8K <0.01% -650 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,000 $67K 0.04% -23,206 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,000 $66.5K 0.05% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,959 $66K <0.01% -335 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,932 $65.6K 0.02% -777 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,706 $62.6K 0.01% -195 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,680 $62.2K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,283 $57K <0.01% -4,068 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,236 $56.3K <0.01% -95 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,020 $53.5K 0.05% 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 4,000 $53.2K 0.03% -2,000 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,000 $53.2K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,975 $52.9K 0.01% -245 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,963 $52.7K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,952 $52.6K 0.02% +1,693 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,795 $50.5K <0.01% -714 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,732 $49.6K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,673 $48.9K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,575 $48.5K <0.01% +100 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,644 $48.5K 0.03% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,036 $46.8K 0.02% +477 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,492 $46.4K <0.01% -432 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,251 $43.2K <0.01% -941 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,299 $43K <0.01% +45 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,179 $42.3K <0.01% -43,597 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,174 $42.2K 0.02% -2,847 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,110 $41.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,060 $41K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,024 $40.2K 0.02% +2,990 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,943 $39.1K <0.01% -1,588 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 2,894 $38.5K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,865 $38.1K <0.01% +101 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,844 $37.8K <0.01% -1,312 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,773 $37.7K <0.01% +498 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,824 $37.6K 0.01% +151 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,815 $37.4K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,800 $37.2K 0.02% -100 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,773 $37K <0.01% -2,872 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,750 $36.6K <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,861 $35.7K 0.01% +1,932 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,683 $35.7K <0.01% +61 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,588 $34.4K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,530 $33.6K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,518 $33.5K <0.01% +38 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,657 $33.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,287 $30.4K <0.01% -370 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,090 $27.8K <0.01% +278 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,090 $27.8K 0.01% +550 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,053 $27.3K 0.02% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,620 $26.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,002 $26.6K <0.01% +72 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,009 $26.6K 0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,962 $26.1K 0.01% +719 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,959 $26.1K <0.01% +500 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,950 $25.9K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,884 $25.1K <0.01% +553 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,856 $24.7K 0.03% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,837 $24.4K 0.02% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,812 $24K <0.01% +1,200 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,744 $23.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,716 $22.8K <0.01% -8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,642 $21.8K 0.02% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,620 $21.5K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1,614 $21.5K 0.06% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,588 $21.1K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,552 $21K 0.01% +822 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,550 $20.6K 0.01% -25 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,513 $20.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,504 $20K 0.01% +542 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,470 $20K <0.01% -7 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,500 $19.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,392 $18.5K 0.01% +71 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,358 $18.1K <0.01% +62 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,355 $18K 0.02% +1,317 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,351 $18K <0.01% +53 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,340 $17.8K <0.01% -72 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,295 $17.2K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,294 $17.2K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,285 $17.1K 0.01% -3 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,244 $16.5K <0.01% +138 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,175 $15.6K <0.01% +430 13F-HR/A Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,174 $15.6K <0.01% +974 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,136 $15.1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,129 $15K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,086 $14.4K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,086 $14.4K <0.01% -24 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,083 $14.4K 0.01% +65 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,065 $14.2K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,064 $14.2K <0.01% -78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 1,050 $14K <0.01% -111 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 940 $12.5K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 938 $12.5K 0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 910 $12.1K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 902 $12K <0.01% -5 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 895 $11.9K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 860 $11.4K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 830 $11K <0.01% +500 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 875 $11K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 850 $11K <0.01% +100 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 850 $11K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 819 $10.9K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 811 $10.8K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 809 $10.8K <0.01% -1,657 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 775 $10.3K 0.01% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 745 $9.91K 0.01% 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 740 $9.84K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 713 $9.48K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 705 $9.38K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 693 $9.22K <0.01% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 682 $9.07K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 680 $9.04K <0.01% +272 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 677 $9K <0.01% +120 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 664 $8.83K <0.01% +13 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 656 $8.72K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 642 $8.54K <0.01% +165 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 625 $8.31K <0.01% -450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 621 $8.26K <0.01% -6 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 612 $8.14K <0.01% +95 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 605 $8.05K <0.01% +13 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 601 $7.99K <0.01% -2,346 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 600 $7.98K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 590 $7.85K <0.01% +397 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 578 $7.69K <0.01% +556 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 568 $7.55K 0.01% 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $7.38K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 530 $7.05K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 560 $7K 0.02% +495 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 554 $7K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 524 $6.97K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 521 $6.93K <0.01% +121 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 508 $6.76K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $6.65K <0.01% +100 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $6.65K <0.01% 0 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 500 $6.65K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $6.65K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 500 $6.65K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 500 $6.65K 0.02% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 500 $6.65K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 497 $6.62K <0.01% +390 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 466 $6.45K <0.01% +77 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 452 $6.01K <0.01% -105 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 415 $6K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 443 $5.89K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 410 $5.45K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 400 $5.32K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $5.32K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 400 $5.32K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 400 $5.32K <0.01% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 411 $5K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 375 $4.99K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 350 $4.66K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. 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