Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,529 $307K 0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,525 $307K 0.05% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,500 $306K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,511 $305K 0.01% +215 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,504 $304K 0.08% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,465 $299K 0.06% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,450 $298K 0.14% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,424 $294K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,414 $293K 0.01% 0 13F-HR/A Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,410 $293K 0.11% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,398 $291K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,396 $291K 0.04% -4 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,364 $287K 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,356 $286K 0.12% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,356 $286K 0.11% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,349 $285K 0.08% -25 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,346 $285K <0.01% +35 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $284K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,341 $284K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,333 $283K 0.01% -37 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,325 $282K 0.04% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,308 $280K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,310 $280K 0.01% +37 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,300 $280K 0.14% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,300 $279K 0.02% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,282 $277K 0.07% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,282 $277K 0.03% -2,080 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,281 $277K 0.16% +96 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,254 $274K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,245 $273K 0.02% +5 13F-HR Timeline Group Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 2,237 $271K 0.18% -1,878 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,222 $270K 0.01% -126 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,204 $268K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,220 $267K 0.01% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,197 $267K 0.03% +5 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,161 $262K 0.09% -2,292 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,155 $262K <0.01% 0 13F-HR Timeline Group Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 2,153 $261K 0.24% -130 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,148 $261K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,138 $260K 0.01% -100 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,127 $258K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,113 $257K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,100 $255K 0.08% +600 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,088 $254K 0.03% new 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 2,081 $253K <0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,077 $252K <0.01% -346 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,062 $250K 0.21% +1,014 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,053 $249K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,043 $248K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,027 $246K 0.05% -332 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,002 $243K 0.11% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,000 $243K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,974 $240K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,972 $239K 0.01% -1,561 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,969 $239K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,958 $238K <0.01% -294 13F-HR Timeline Group WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,952 $237K 0.14% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,946 $236K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,943 $236K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,934 $235K 0.01% +498 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,933 $235K 0.02% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,932 $235K 0.04% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,916 $233K 0.04% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,913 $232K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,908 $232K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,904 $231K <0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,900 $231K <0.01% new 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,899 $231K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,899 $231K 0.03% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,890 $230K 0.12% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,884 $229K 0.08% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,878 $228K 0.03% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,878 $228K 0.07% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,870 $227K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,864 $226K <0.01% -60 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,851 $225K 0.02% +1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,816 $220K 0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,802 $219K 0.08% new 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,800 $219K 0.09% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,800 $219K 0.06% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,787 $217K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,775 $216K 0.02% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,765 $214K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,761 $214K 0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,762 $214K 0.1% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,745 $212K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,747 $212K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,734 $211K 0.07% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,714 $208K <0.01% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,703 $207K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,682 $204K 0.01% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,680 $204K 0.06% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,668 $203K 0.07% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,670 $202K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,654 $201K 0.01% +46 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,622 $197K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,600 $194K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,577 $191K <0.01% +17 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,512 $183K 0.05% +426 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,489 $181K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,463 $178K <0.01% +130 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,426 $173K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,423 $173K 0.05% -774 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,414 $172K <0.01% +244 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,382 $168K -47 Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,351 $164K 0.11% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,310 $159K 0.01% -716 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,230 $149K 0.08% +623 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,200 $146K 0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,190 $145K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,164 $141K 0.01% -178 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,135 $138K 0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,118 $136K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,115 $135K 0.02% -71 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,107 $134K 0.03% -1,935 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,050 $128K <0.01% -50 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,020 $124K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,005 $122K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 1,000 $121K 0.01% -160 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $121K 0.04% 0 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 990 $120K 0.05% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,133 $119K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 969 $118K 0.02% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 954 $116K <0.01% -15 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 934 $113K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 927 $113K 0.06% -143 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 882 $107K 0.04% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 859 $104K 0.06% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 801 $97.3K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $97.1K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 749 $91K 0.02% +484 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 714 $86.8K <0.01% +452 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 700 $85.6K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 690 $83.8K 0.03% -1 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 687 $83.4K <0.01% -12,926 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 675 $82K 0.02% new 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 671 $81.5K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 662 $80.4K 0.05% -34 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 650 $78.9K 0.05% -50 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 629 $76.4K <0.01% -135 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 624 $75.8K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 619 $75.2K 0.02% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 605 $73.5K 0.03% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 601 $73K 0.05% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $72.9K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 600 $72.9K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 584 $71K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 568 $69K 0.01% 0 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 549 $66.7K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 547 $66.5K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 541 $65.7K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 531 $64.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 515 $62.5K 0.01% -30 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 514 $62.4K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 500 $60.7K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $60.7K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $60.7K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 500 $60.7K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 500 $60.7K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 498 $60.5K 0.01% -5,589 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 496 $60.2K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 495 $60.1K 0.01% +265 13F-HR Timeline 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 486 $59K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 469 $57K 0.05% -56 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 450 $54.6K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 443 $53.7K 0.01% -22 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 424 $51.5K 0.01% +17 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $50.9K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 415 $50.4K 0.02% -94 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 412 $50K <0.01% +13 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $49K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $48.6K 0.02% -4,203 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 376 $46K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 350 $42.5K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 317 $38K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 305 $37K <0.01% +113 13F-HR Timeline BAYBAN More: the full row for BAYBAN 300 $36.4K 0.03% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 288 $35K <0.01% +43 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 284 $34.5K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 280 $34K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 360 $33.6K <0.01% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 270 $32.8K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 269 $32.7K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 264 $32.1K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 263 $31.9K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 262 $31.8K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 261 $31.7K <0.01% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 259 $31.4K 0.01% -65 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 259 $31.4K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 177 $31K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 250 $30.4K <0.01% -28 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 250 $30.4K <0.01% -250 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 245 $29.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 244 $29.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 238 $28.9K <0.01% +11 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 238 $28.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 235 $28.5K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 235 $28.5K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 225 $27.3K <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 220 $26.7K <0.01% -17 13F-HR Timeline