Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 925 $320K 0.04% +100 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 921 $319K 0.05% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 920 $319K 0.07% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 915 $317K 0.01% +38 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 915 $317K 0.09% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 914 $316K 0.05% +8 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 911 $315K 0.15% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 900 $312K 0.14% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 897 $311K 0.01% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 895 $310K 0.12% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 891 $308K 0.01% +6 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 891 $308K 4.28% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 887 $307K 0.04% -3,690 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 885 $306K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 919 $305K 0.01% +46 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 880 $305K 0.14% -341 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 878 $304K 0.12% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 873 $302K 0.1% -148,501 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 864 $299K 0.08% -150 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 860 $298K 0.04% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 850 $294K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 849 $294K 0.02% -4 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 848 $294K 0.2% +20 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 844 $292K <0.01% -46 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 843 $292K 0.04% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 843 $292K 0.1% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 843 $292K 0.09% +15 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 842 $292K <0.01% -2,683 13F-HR/A Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 839 $290K 0.15% +75 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 839 $290K 0.05% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 837 $290K 0.03% new 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 836 $289K 0.08% -3 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 834 $289K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 828 $287K 0.05% +822 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 825 $286K 0.04% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 821 $284K 0.07% -6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 819 $284K 0.02% -70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 807 $279K 0.01% -515 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 806 $279K 0.03% -50 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 806 $279K 0.06% +10 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 805 $279K 0.13% 0 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 805 $279K 0.04% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 799 $277K 0.04% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 800 $277K 0.17% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 800 $277K 0.05% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 800 $277K 0.01% -200 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 798 $276K 0.01% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 809 $276K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 795 $275K 0.01% -70 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 795 $275K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 792 $274K 0.01% -36 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 790 $274K 0.02% -387 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 790 $274K 0.02% +202 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 796 $273K 0.22% -3,949 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 789 $273K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 783 $271K 0.02% +141 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 781 $270K 0.04% +31 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 775 $268K 0.04% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 773 $268K 0.11% +1 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 772 $267K 0.04% -3,071 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 790 $266K 0.01% +175 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 765 $265K 0.01% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 761 $264K 0.02% -18 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 759 $263K 0.06% -1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 751 $260K 0.02% -21 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 750 $260K 0.05% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 750 $260K 0.05% 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 742 $257K 0.08% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 739 $256K 0.07% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 738 $256K 0.04% +4 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 736 $255K 0.02% +92 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 736 $255K 0.11% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 735 $255K 0.01% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 735 $255K 0.09% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 731 $253K 0.04% -493 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 731 $253K 0.02% -30 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 734 $253K <0.01% +1 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 730 $253K 0.06% -50 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 727 $252K 0.04% +13 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 794 $251K 0.09% -345 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 725 $251K 0.02% -23 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 723 $250K 0.02% -1 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 720 $249K 0.09% -36 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 720 $249K 0.1% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 720 $249K 0.02% -207 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 717 $248K 0.1% +10 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 714 $247K 0.21% -92 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 724 $247K 0.08% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 713 $247K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 712 $247K 0.04% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 709 $245K 0.05% +8 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 705 $244K 0.02% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 704 $244K 0.23% -27 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 703 $243K 0.04% +87 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 702 $243K 0.08% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 701 $243K 0.04% -155 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 725 $243K 0.03% +21 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 700 $242K 0.02% -214 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $242K 0.02% +100 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 721 $242K 0.01% +12 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 699 $242K 0.08% +16 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 696 $241K 0.01% -16 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 695 $241K 0.06% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 694 $240K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 694 $240K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 690 $239K 0.03% +21 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 687 $238K 0.04% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 682 $236K <0.01% +41 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 682 $236K 0.02% -2 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 682 $236K 0.02% -8 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 681 $236K 0.02% +39 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 680 $235K 0.02% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 678 $235K 0.12% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 675 $234K 0.07% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 673 $233K 0.06% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 669 $232K 0.12% +442 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 668 $231K 0.21% -15 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 668 $231K 0.01% -12 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 666 $231K 0.12% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 665 $230K 0.02% -33 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 664 $230K 0.1% -47 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 663 $230K 0.04% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 660 $229K 0.02% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 660 $229K 0.02% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 660 $229K 0.03% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 655 $227K 0.2% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 650 $225K 0.22% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 650 $225K 0.09% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 649 $225K 0.01% -161 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 648 $224K 0.03% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 646 $224K 0.01% -688 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 643 $223K 0.02% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 643 $223K 0.03% +49 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 635 $220K 0.01% +1 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 664 $220K 0.03% +48 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 634 $220K <0.01% -18,507 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 630 $218K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 630 $218K 0.14% +20 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 631 $218K 0.08% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 627 $217K 0.02% -163 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 655 $217K 0.14% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 627 $217K 0.07% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 625 $216K 0.07% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 624 $216K 0.01% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 623 $216K 0.02% -6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 623 $216K 0.43% -9,116 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 621 $215K 0.1% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 615 $213K 0.1% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 612 $212K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 605 $209K 0.01% -66 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 605 $209K 0.21% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 604 $209K 0.14% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 604 $209K 0.02% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 602 $208K 0.2% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 601 $208K 0.02% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 600 $208K 0.01% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 600 $208K 0.04% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 599 $207K 0.01% -53 13F-HR Timeline Group Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 598 $207K 0.13% -65 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 597 $207K 0.02% new 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 595 $206K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 600 $205K 0.07% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 588 $204K 0.04% -9 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 586 $203K 0.04% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 583 $202K 0.22% 0 13F-HR Timeline Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 583 $202K <0.01% 0 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 580 $201K 0.05% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 571 $193K 0.13% -140 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 504 $175K 0.02% -44 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 500 $173K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 497 $172K 0.19% +18 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 496 $172K 0.07% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 473 $164K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 466 $161K 0.12% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 467 $161K 0.02% +24 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 452 $157K 0.01% +227 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 439 $152K 0.03% +272 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 439 $152K 0.07% +8 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $150K <0.01% -19 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 409 $142K 0.02% +7 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 381 $132K 0.05% +23 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 379 $131K 0.08% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 369 $128K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 363 $126K <0.01% -330 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 348 $120K 0.04% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 335 $116K 0.01% -436 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 335 $116K 0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 328 $114K 0.04% new 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 322 $111K 0.05% -31 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 315 $109K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 312 $108K 0.02% +70 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 315 $107K 0.04% -10 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 308 $107K 0.01% +15 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 305 $106K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 303 $105K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 302 $105K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 300 $104K 0.02% -3,065 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 296 $102K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 293 $101K 0.03% 0 13F-HR Timeline Group 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 287 $99.4K <0.01% -24 13F-HR Timeline Group