UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,981 $292K 0.21% +5 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,953 $290K 0.02% +492 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,948 $289K 0.09% +21 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,934 $288K 0.05% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,932 $288K 0.02% +13 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,921 $287K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,920 $287K 0.01% -2,430 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,902 $286K 0.01% -5 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,900 $286K <0.01% 0 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,893 $285K 0.1% -57 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,896 $285K 0.14% -23 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,860 $283K 0.04% +448 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,841 $281K 0.21% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,812 $279K 0.01% -195 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,225 $279K 0.03% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,800 $278K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,781 $277K 0.01% +221 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,776 $277K 0.02% +3 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,775 $277K 0.14% -700 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,766 $276K <0.01% -552,473 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,760 $276K <0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,751 $275K <0.01% -630 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,725 $273K 0.09% +6 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,721 $273K 0.19% -1 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,721 $273K 0.02% +247 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,693 $271K 0.24% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,687 $270K 0.05% -15,941 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,667 $269K 0.01% -254 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,666 $269K 0.06% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,663 $268K 0.04% +109 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,651 $268K 0.03% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,639 $267K 0.05% +94 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,630 $266K 0.04% +10 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 3,626 $266K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,625 $266K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,613 $265K 0.03% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,607 $264K 0.02% +186 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,605 $264K 0.05% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,584 $263K 0.06% -11 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,578 $262K 0.06% -101 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,565 $261K 0.05% +365 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,000 $260K 0.09% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,521 $258K 0.11% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,509 $257K 0.01% -76 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,496 $256K 0.05% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,496 $256K 0.01% -6,406 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,461 $254K 0.01% +500 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,439 $252K 0.02% +209 13F-HR Timeline Group Helium Advisors LLC More: the full row for Helium Advisors LLC 3,434 $252K 0.18% -85 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,433 $252K 0.08% +165 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,429 $251K 0.04% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,411 $250K 0.06% -96 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,402 $249K 0.06% +102 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,399 $249K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,397 $249K 0.01% -71 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,407 $248K 0.01% -61 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,435 $248K 0.16% -34 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,986 $247K 0.17% +5 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,377 $247K 0.05% -202 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,367 $247K 0.04% 0 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,328 $244K 0.08% +33 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,325 $244K 0.04% -670 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,324 $244K 0.03% -625 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,316 $243K 0.01% -399 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,303 $242K 0.09% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,303 $242K 0.04% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,300 $242K 0.1% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,299 $242K 0.09% +9 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,298 $242K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,298 $242K 0.05% +9 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,289 $241K 0.06% +2 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,286 $241K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,260 $239K 0.03% +85 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,698 $239K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,835 $238K 0.25% -53 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,244 $238K 0.04% 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 3,201 $235K 0.02% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,200 $234K 0.05% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,199 $234K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,196 $234K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,187 $234K 0.06% +7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,176 $233K 0.03% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,175 $233K 0.04% -2,194 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,175 $233K 0.17% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,173 $233K 0.02% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,439 $233K 0.06% -3 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,163 $232K 0.07% +101 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,150 $231K 0.11% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,148 $231K 0.13% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,143 $230K 0.03% +38 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,139 $230K <0.01% +1,000 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,943 $229K 0.02% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,128 $229K 0.05% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,120 $229K 0.05% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,115 $228K 0.03% -107 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,111 $228K 0.02% +83 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,106 $228K 0.02% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,613 $226K 0.06% -368 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,076 $225K 0.16% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,076 $225K 0.1% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,063 $224K <0.01% -41,438 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,058 $224K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,054 $224K 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,049 $223K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,035 $222K 0.02% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,033 $222K 0.08% -596 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,026 $222K 0.13% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,009 $220K 0.05% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,004 $220K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,001 $220K 0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,000 $220K <0.01% new 13F-HR/A Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,000 $220K 0.26% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,000 $220K 0.13% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,000 $220K <0.01% -1,915 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,000 $220K 0.15% new 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 3,000 $220K 0.09% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,997 $220K 0.01% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,977 $218K 0.06% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 2,976 $218K 0.11% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,339 $217K 0.01% -625 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,965 $217K 0.02% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,962 $217K 0.14% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,957 $217K 0.08% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,952 $216K 0.14% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,951 $216K 0.04% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,950 $216K 0.03% new 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 2,944 $216K <0.01% -7,188 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,943 $216K 0.03% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,272 $215K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,933 $215K 0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,900 $213K 0.03% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,880 $211K 0.02% -597 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,876 $211K 0.09% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,857 $209K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,853 $209K 0.03% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,329 $209K 0.15% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,843 $208K 0.05% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,825 $207K 0.02% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,825 $207K 0.02% new 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,810 $206K 0.09% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,802 $205K 0.06% +183 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,800 $205K 0.15% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2,791 $205K 0.02% +2,447 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,751 $202K 0.15% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,731 $200K 0.04% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,186 $200K 0.08% +5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,693 $197K 0.01% +15 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,629 $193K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,588 $190K 0.01% +824 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,564 $188K 0.01% +675 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,539 $186K 0.01% +25 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,500 $184K 0.01% -1,300 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,500 $183K 0.05% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,480 $182K 0.02% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,426 $178K 0.04% -1,127 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,368 $174K 0.06% +209 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,354 $173K 0.09% -40 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,327 $171K 0.01% -458 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,269 $166K 0.12% +66 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,208 $162K 0.07% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,165 $159K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,137 $157K <0.01% new 13F-HR/A Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 2,100 $153K <0.01% new 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,050 $150K 0.02% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $147K 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,872 $137K 0.04% +197 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,866 $137K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,730 $127K 0.02% -782 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,720 $126K 0.05% -1,280 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,692 $124K 0.01% +44 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,640 $120K 0.04% new 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 1,835 $118K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,616 $118K 0.03% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,603 $118K 0.01% -541 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,598 $117K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,550 $114K <0.01% -6,866 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,521 $111K 0.04% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,505 $110K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,474 $108K 0.02% -5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,439 $105K 0.04% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,435 $105K 0.01% -60 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,436 $105K 0.02% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,300 $95.3K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,282 $93.9K 0.03% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,275 $93.4K <0.01% +63 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,486 $93.1K 0.03% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,249 $91.5K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,247 $91.3K 0.02% -667 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,147 $84.1K 0.02% -200 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,129 $82.7K <0.01% -154 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,118 $81.9K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,101 $81K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $80.6K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,098 $80.5K 0.01% +1 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,074 $79K <0.01% -3 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,065 $78K 0.03% -696 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,063 $77K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,149 $71K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,047 $70.6K 0.07% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 951 $69.7K 0.03% -75 13F-HR Timeline