Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,021 $252K 0.06% +8 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,007 $251K 0.02% +400 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,007 $251K 0.01% -2,026 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,861 $251K -3,522 Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,000 $251K 0.05% -452 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,995 $250K 0.04% +900 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,990 $250K 0.01% +129 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,988 $250K <0.01% -154 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,984 $250K 0.06% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,976 $249K 0.19% +7 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,975 $249K 0.05% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,950 $247K 0.08% -3 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,949 $247K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,698 $247K 0.02% -140 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,927 $246K 0.08% +36 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,919 $246K 0.12% -120 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,925 $246K <0.01% 0 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,921 $246K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,921 $246K <0.01% +775 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,919 $246K 0.02% +14 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,719 $245K 0.08% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,907 $245K 0.01% +188 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,901 $244K 0.13% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,900 $244K <0.01% 0 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 3,899 $244K 0.02% -638 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,896 $244K 0.17% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,888 $244K 0.31% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,875 $243K 0.07% -338 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,800 $238K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,800 $238K 0.02% -520 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,779 $237K 0.03% -105 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,773 $236K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,769 $236K 0.05% +31 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,760 $236K <0.01% +368 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,735 $234K 0.02% -633 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,722 $233K 0.16% +1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,715 $233K 0.01% -1,005 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,695 $231K 0.17% -510 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,684 $231K 0.26% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,679 $230K 0.05% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,666 $230K 0.05% -40 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,651 $229K 0.03% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,642 $228K 0.02% -3,531 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,632 $228K 0.06% +180 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,629 $227K 0.09% -8 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 3,626 $227K 0.05% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,621 $227K 0.01% +552 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,620 $227K 0.03% +9 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,613 $226K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,605 $226K 0.04% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,602 $226K 0.05% +559 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,597 $225K 0.08% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,595 $225K 0.06% -839 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,585 $225K 0.01% -409 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,579 $224K 0.04% -3,718 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,573 $224K 0.01% -168 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,560 $223K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,554 $223K 0.03% +125 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,553 $223K 0.05% +470 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,545 $222K 0.04% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,541 $222K 0.13% 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,521 $221K 0.09% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,519 $220K 0.17% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,510 $220K 0.09% -10 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,507 $220K 0.06% -2,990 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,496 $219K 0.04% -766 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 3,500 $219K 0.06% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,477 $218K 0.02% +268 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,474 $218K 0.02% -385 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,469 $217K 0.14% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,468 $217K 0.01% +187 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,272 $217K 0.03% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,461 $217K 0.01% -519 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,442 $216K 0.06% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,432 $215K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,421 $214K 0.01% +170 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,468 $214K 0.01% +61 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,412 $214K 0.03% -4 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,399 $213K 0.08% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,393 $213K 0.01% +162 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,961 $212K 0.01% -163 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,367 $211K 0.04% -1,402 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,329 $209K 0.15% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,181 $207K 0.07% +20 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,303 $207K 0.09% 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,300 $207K 0.04% 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,295 $206K 0.06% +37 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,294 $206K 0.13% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,290 $206K 0.07% +11 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,289 $206K 0.04% -845 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,287 $206K 0.05% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,286 $206K 0.02% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,268 $205K 0.07% +169 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,242 $203K 0.09% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,076 $203K 0.1% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,237 $203K 0.01% -123 13F-HR/A Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,230 $202K 0.02% 0 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,222 $202K 0.03% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,201 $201K 0.01% -382 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,200 $200K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,200 $200K 0.04% -799 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,199 $200K 0.05% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,062 $200K 0.06% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,196 $200K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,180 $199K 0.05% +2,008 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,176 $199K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,175 $199K 0.03% -35 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,150 $197K 0.09% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,105 $195K 0.02% -87 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,035 $190K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,028 $190K 0.02% -59 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,000 $188K 0.04% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,000 $188K 0.11% -2,000 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,000 $188K 0.07% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,952 $185K 0.13% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,785 $174K 0.01% -847 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,678 $168K 0.01% -200 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,629 $165K 0.15% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,619 $164K 0.05% -106 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,569 $161K 0.07% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,560 $160K 0.16% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,514 $158K 0.01% -52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 2,512 $157K 0.02% -507 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,500 $157K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,480 $155K 0.01% -1,065 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,394 $150K 0.09% -6 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,315 $145K 0.04% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,272 $142K 0.04% +1,739 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,275 $142K 0.12% +302 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,236 $140K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,208 $138K 0.06% -1,040 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,203 $138K 0.08% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 46,876 $136K 0.05% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,165 $136K 0.02% +461 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,159 $135K 0.04% -79 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,144 $134K 0.01% -310 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,139 $134K <0.01% +200 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,100 $132K <0.01% -32,176 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,045 $128K -186 Timeline Boit C F David More: the full row for Boit C F David 2,000 $125K 0.05% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 1,950 $122K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,914 $120K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,908 $120K 0.03% +17 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,889 $118K 0.01% -95 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,866 $117K 0.03% 0 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 1,835 $115K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,764 $111K 0.01% +335 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,761 $110K 0.04% -1,395 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,731 $108K 0.02% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,685 $106K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,675 $105K 0.03% -150 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,654 $104K 0.01% +79 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,648 $103K <0.01% -106 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,618 $101K 0.02% +710 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,590 $100K 0.02% -2,742 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,598 $100K 0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,616 $100K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,521 $95.3K 0.03% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,511 $94.7K 0.06% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,505 $94.3K 0.09% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,495 $93.7K 0.01% +34 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,486 $93.1K 0.03% +97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 1,479 $92.7K 0.02% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,462 $92K 0.01% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,439 $90.2K 0.03% -7 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,347 $84.4K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,300 $81.4K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,283 $80.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,282 $80.3K 0.03% +465 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,249 $78.2K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,221 $76.5K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,212 $75.9K <0.01% -139 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,149 $71K 0.02% -100 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,118 $70K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $68.9K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,097 $68.8K 0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,091 $68.3K 0.01% +4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,042 $67.5K 0.07% 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. 1,077 $67.5K <0.01% +111 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,063 $66K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,026 $64.3K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,010 $63.3K 0.01% +1,008 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,008 $63K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,000 $62.6K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $62K 0.03% +4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 981 $61.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 966 $60.5K 0.01% +64 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 900 $56.4K 0.05% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 893 $56K 0.03% -267 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 893 $55.9K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 837 $52.4K 0.01% +22 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 815 $51K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 770 $48.2K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 750 $47K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 741 $46.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 739 $46.3K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 739 $46.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 710 $44.5K 0.02% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 701 $43.9K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 700 $43.9K 0.02% -37 13F-HR Timeline