Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,350 $167K 0.1% +283 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,330 $166K 0.16% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,278 $164K <0.01% -2,205 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,245 $163K 0.01% +522 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 4,170 $160K 0.01% +222 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,040 $155K 0.13% -398 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,028 $154K 0.06% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,033 $152K 0.02% +1,703 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,963 $152K <0.01% -11,614 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,661 $140K 0.01% +400 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,620 $139K 0.11% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,609 $138K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,348 $128K 0.03% -701 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,328 $128K 0.06% -178 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,700 $127K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,287 $126K <0.01% +126 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,241 $125K 0.06% +23 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 3,212 $123K 0.11% -2,448 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,174 $122K 0.06% -911 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,148 $121K 0.02% -293 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,099 $119K 0.01% -93 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,000 $115K 0.09% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,904 $111K <0.01% +567 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,898 $111K <0.01% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,862 $110K 0.03% -300 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,860 $110K 0.05% -245 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,835 $109K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,827 $108K 0.01% +178 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,802 $107K 0.03% -986 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,794 $107K 0.08% 13F-HR/A Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,770 $106K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,642 $101K 0.03% -200 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,625 $101K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,615 $100K 0.04% -200 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,359 $90.4K 0.05% -653 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,345 $90K 0.01% +60 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,334 $89.5K 0.03% -244 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,326 $89.2K 0.07% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,301 $88K 0.01% -898 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,288 $87.7K 0.02% -110 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,276 $87.3K 0.01% +380 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,256 $86.5K 0.07% -72 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,252 $86.3K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,239 $85.8K 0.03% -2,388 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,239 $85.8K 0.01% -184 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,221 $85.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,221 $85.2K 0.03% -122 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,160 $82.8K 0.05% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,100 $80.5K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,034 $78K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $76.7K 0.03% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,000 $76.7K 0.06% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,993 $76K <0.01% +643 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,936 $74.8K 0.02% -204 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,930 $74K 0.06% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,887 $72.3K 0.01% +373 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,880 $72.1K 0.04% +154 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,874 $71.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,852 $71K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,849 $70.9K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,819 $70.3K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,839 $69.5K 0.05% -680 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,793 $68.7K 0.01% -161 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,784 $68.4K 0.04% -141 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,760 $67.5K 0.02% +700 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,740 $67K 0.03% -11 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,681 $64.4K 0.03% +420 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,623 $62.2K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,617 $62.1K 0.06% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,590 $61K 0.03% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,528 $58.6K <0.01% -176 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,498 $57.4K 0.01% +745 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,484 $56.9K <0.01% -810 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,414 $54.2K <0.01% +3 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,400 $53.7K 0.01% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,392 $53.4K 0.05% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,376 $52.8K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,370 $52.5K 0.01% -911 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,350 $52K <0.01% -122 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,309 $50.2K 0.02% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,300 $49.8K 0.03% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,272 $48.8K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,257 $48.2K <0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,252 $48K 0.02% +110 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,239 $47.5K <0.01% -270 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,211 $46.4K 0.06% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,210 $46.4K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,207 $46.3K 0.02% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,205 $46.3K 0.02% new 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,200 $46K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,209 $45.7K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,169 $45.2K 0.03% -683 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,115 $42.7K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,120 $42K 0.01% -15 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,055 $40.4K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,051 $40.3K <0.01% 0 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,040 $39.9K 0.03% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,024 $39.3K <0.01% +844 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,000 $38.3K <0.01% -137 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,000 $38.3K 0.03% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 999 $38.3K <0.01% -6,850 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 989 $37.9K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 986 $37.8K 0.01% +842 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 943 $37.6K 0.04% -282 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 950 $36.4K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 937 $35.9K 0.02% -25 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 892 $34.2K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 891 $34.2K 0.01% +145 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 884 $33.9K <0.01% -407 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 880 $33.7K 0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 830 $31.8K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 825 $31.6K 0.02% +5 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 818 $31.4K 0.02% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 805 $30.9K 0.01% +87 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 799 $30.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 792 $30.4K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 786 $30.1K <0.01% -77 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 775 $29.7K 0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 762 $29K 0.02% -115 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 750 $28.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 748 $28.7K <0.01% -51 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 745 $28.6K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660 $28.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 750 $28K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 730 $28K 0.02% -85 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 728 $27.9K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 725 $27.8K 0.01% -45 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 713 $27.3K <0.01% -245 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 677 $26K <0.01% -272 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 650 $24.9K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 644 $24.7K <0.01% -10,200 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 610 $23.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 595 $22.8K 0.01% +107 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 593 $22.7K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 513 $22.6K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 584 $22.4K <0.01% -704 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 582 $22.3K 0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 581 $22.3K 0.02% -10,256 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 542 $20.8K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 538 $20.7K <0.01% +168 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 530 $20K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 520 $19.9K 0.01% +383 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 515 $19.7K <0.01% -4,312 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 514 $19.7K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 510 $19.6K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 506 $19.4K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 493 $18.9K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 488 $18.7K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 452 $17.3K <0.01% -126 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 460 $17K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 432 $16.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 420 $16.1K <0.01% -82 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 420 $16K <0.01% +7 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 415 $15.9K <0.01% 0 13F-HR/A Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 404 $15.5K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 400 $15.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 400 $15.3K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 400 $15.3K <0.01% +400 13F-HR/A Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $15.3K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 394 $15.1K 0.01% +3 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 389 $15K <0.01% +77 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 380 $15K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 375 $14.4K 0.01% +148 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 364 $14K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 353 $13.5K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 352 $13.5K <0.01% -1,999 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 332 $12.7K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 330 $12.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 329 $12.6K 0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 320 $12.3K <0.01% +200 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 302 $12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 308 $11.8K <0.01% -2,350 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 288 $11.6K 0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 300 $11.5K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 297 $11.4K 0.01% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 294 $11.3K 0.01% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 291 $11.2K <0.01% -244 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 290 $11.1K <0.01% -159 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 265 $11K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 280 $10.7K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 271 $10.4K <0.01% -64 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 268 $10.3K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 267 $10.2K <0.01% +19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 263 $10.1K <0.01% -1,163 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 259 $9.93K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 257 $9.85K <0.01% -4,783 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 256 $9.82K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 250 $9.59K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 237 $9.08K <0.01% -114 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 229 $8.78K <0.01% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 225 $8.63K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 225 $8.63K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 204 $7.82K <0.01% -1,599 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 192 $7.71K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 192 $7.71K 0.01% 0 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 200 $7.67K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 200 $7.67K <0.01% 0 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 200 $7.67K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 198 $7.6K <0.01% -48 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 198 $7.59K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.