SHP Wealth Management More: the full row for SHP Wealth Management 6,609 $803K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,554 $796K <0.01% +386 13F-HR/A Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,440 $782K 0.3% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,416 $779K 0.25% +1 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. 6,408 $776K 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,353 $771K +246 Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,312 $766K 0.36% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,224 $756K 0.04% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,220 $755K 0.17% -26 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,140 $746K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,065 $736K 0.01% -127 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,042 $734K <0.01% +528 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 6,032 $732K 0.07% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,032 $732K 0.06% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,962 $724K 0.01% +294 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,949 $722K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,918 $719K 0.02% +2,867 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,912 $718K 0.04% +498 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,895 $716K 0.04% +1,759 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 4,117 $710K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,942 $708K 0.01% +207 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,811 $706K 0.01% +2,557 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,805 $705K 0.04% -145 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,680 $690K <0.01% +658 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,643 $685K 0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,617 $682K 0.07% +33 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,269 $677K 0.02% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,544 $673K 0.05% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,535 $672K 0.14% -1,144 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,533 $672K 0.02% +204 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $665K 0.21% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,619 $664K 0.01% -1,066 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,456 $663K <0.01% +2,147 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,338 $648K 0.08% -171 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,279 $641K 0.18% +15 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,259 $639K <0.01% -5,087 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,220 $634K 0.1% -25,348 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 5,212 $633K 0.1% -2,656 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,170 $628K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,140 $624K 0.1% +1,888 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,135 $624K 0.37% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,088 $618K 0.01% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,060 $614K 0.17% -323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Next Level Private LLC More: the full row for Next Level Private LLC 5,023 $610K 0.12% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,021 $610K 0.15% -80 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,965 $603K <0.01% -783 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,992 $602K <0.01% -62,313 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,946 $601K <0.01% +2,991 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,941 $600K 0.46% new 13F-HR/A Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,900 $595K <0.01% -500 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,890 $594K 0.03% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,875 $592K 0.04% -110 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,853 $589K 0.07% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,851 $589K 0.72% -391 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,797 $582K 0.01% -12 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 4,777 $580K +1,656 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,769 $579K <0.01% -1,222 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,747 $576K 0.13% +1,039 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,744 $576K 0.01% +396 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,764 $576K <0.01% +449 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,741 $576K 0.03% +18 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,732 $575K 0.05% +4,193 13F-HR Timeline Group WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 4,720 $573K <0.01% +202 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,699 $571K 0.05% -366 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,663 $566K 0.04% +19 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,600 $559K 0.06% -500 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $551K 0.17% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,522 $549K <0.01% +885 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,505 $547K 0.01% -312 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,500 $546K 0.01% -31 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,455 $541K 0.01% +59 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,446 $540K 0.08% -148 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,313 $524K 0.02% -134 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,278 $519K 0.02% -90 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 4,262 $518K <0.01% +493 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,241 $515K 0.11% +340 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,240 $515K 0.01% +1,851 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,239 $515K 0.1% -544 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,189 $509K 0.02% -799 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 4,144 $503K 0.12% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,135 $502K 0.09% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,134 $502K <0.01% -243 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,907 $501K 0.19% 0 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,128 $501K 0.15% +143 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,124 $501K 0.02% +902 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,101 $498K 0.22% -150 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,091 $497K 0.16% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,091 $497K 0.22% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,066 $494K 0.07% +465 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $491K 0.13% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,025 $489K <0.01% -50 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $486K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,993 $485K 0.25% +219 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,971 $482K 0.01% -1,278 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 3,960 $481K 0.03% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,946 $479K 0.04% -570 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,924 $476K 0.02% -199 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,888 $472K 0.01% -672 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,877 $471K <0.01% -1,178 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,823 $464K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,814 $463K 0.03% new 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,810 $463K 0.05% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3,800 $461K 0.03% -77 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $457K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,757 $456K 0.01% -592 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,717 $451K 0.08% -1,425 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,650 $443K <0.01% new 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,638 $442K 0.13% +71 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,628 $441K 0.26% -314 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $439K 0.04% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,593 $436K 0.19% +20 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,585 $435K 0.17% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,571 $434K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $433K 0.13% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,555 $432K 0.19% -147 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,553 $431K 0.06% +3,213 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 3,550 $431K 0.58% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,539 $430K 0.02% -105 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,514 $427K 0.06% -56 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,513 $427K 0.03% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,509 $426K 0.04% -299 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,478 $422K <0.01% +519 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,463 $421K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,458 $420K <0.01% -4,437 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,443 $418K 0.02% -671 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,417 $415K 0.02% +15 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,407 $414K 0.01% -631 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,400 $413K 0.03% -1,700 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,398 $413K 0.06% +513 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,370 $409K 0.03% -597 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,350 $407K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,348 $407K 0.01% +326 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,347 $406K 0.21% +618 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,341 $406K 0.02% +25 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,331 $405K 0.04% -237 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,319 $403K <0.01% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,258 $396K 0.11% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,256 $395K 0.02% +164 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,252 $395K 0.01% +621 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,235 $393K 0.01% -8 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 3,200 $389K 0.27% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,182 $386K 0.08% +707 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,156 $383K 0.01% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,152 $383K 0.04% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,148 $382K 0.05% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,146 $382K 0.2% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,145 $382K 0.03% -1,080 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,141 $381K <0.01% -3,808 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,114 $378K 0.03% -163 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,110 $378K 0.08% -2,340 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,094 $376K 0.01% +859 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,092 $375K 0.07% +716 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,085 $375K <0.01% -10,881 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,071 $373K 0.04% +670 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,057 $371K <0.01% +509 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,050 $370K 0.31% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,037 $368K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,030 $368K <0.01% -179 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,000 $364K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $364K 0.08% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,014 $363K 0.17% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,964 $360K 0.01% +77 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,963 $360K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,944 $357K 0.04% -149 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,919 $354K 0.01% -140 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,919 $354K <0.01% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,909 $353K <0.01% -50 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,905 $353K 0.05% -197 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $351K 0.09% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,867 $348K <0.01% -371 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,860 $347K 0.1% -898 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,850 $346K <0.01% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,831 $344K 0.18% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,801 $340K 0.01% +1,200 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,791 $339K 0.19% -256 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,789 $339K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,750 $334K 0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,740 $333K 0.06% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,732 $332K 0.1% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,729 $331K <0.01% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,707 $329K 0.06% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,700 $328K 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,689 $327K <0.01% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,680 $325K 0.33% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,671 $324K <0.01% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,668 $324K 0.03% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,667 $324K 0.01% -239 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,647 $321K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,641 $321K 0.04% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,636 $320K 0.03% +76 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,622 $318K 0.01% +23 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,604 $316K 0.02% -227 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,602 $316K 0.02% +41 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,578 $313K 0.02% +100 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,576 $313K <0.01% -813 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,578 $313K 0.04% -600 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,582 $311K 0.03% +6 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,558 $311K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,551 $310K 0.01% +97 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,531 $307K 0.03% -26,597 13F-HR Timeline