PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,818 $432K <0.01% new 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,805 $431K 0 Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,755 $425K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,747 $424K 0.03% +1,220 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,728 $422K 0.01% +410 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,727 $422K 0.02% +407 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,719 $421K 0.01% +623 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,714 $420K 0.07% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,703 $419K 0.41% -1,133 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,672 $416K 0.01% +77 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,652 $413K <0.01% +220 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,650 $413K 0.05% -600 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,633 $411K <0.01% +3 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,627 $411K 0.01% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,615 $409K <0.01% -1,322 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,607 $408K 0.27% -194 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,609 $402K 0.02% +1,468 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,553 $402K 0.02% -2,750 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,546 $402K 0.01% +844 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,536 $400K 0.02% +522 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,497 $396K <0.01% +914 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,475 $393K 0.24% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,469 $393K 0.33% -252 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,460 $392K <0.01% -5,206 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,457 $391K 0.01% -441 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,420 $387K 0.17% -481 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,372 $382K 0.02% new 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,372 $382K 0.27% -463 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,338 $378K 0.02% +500 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,334 $377K 0.06% -52 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,325 $376K 0.04% +456 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,324 $376K 0.02% +113 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,322 $376K 0.09% -232 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,322 $376K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,301 $374K 0.01% +353 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,127 $365K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,225 $365K <0.01% -44 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,213 $364K <0.01% +7 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,212 $364K <0.01% +561 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,210 $363K 0.22% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,190 $361K 0.01% -1,066 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,178 $360K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,085 $349K 0.01% -16 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,079 $349K 0.01% +1 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 3,022 $342K 0.16% -834 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 3,001 $340K <0.01% +84 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,978 $337K 0.02% +1,067 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,956 $335K 0.03% -28 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,953 $334K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,942 $333K 0.03% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,921 $331K 0.01% +2,476 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,920 $331K 0.02% +66 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,897 $328K 0.02% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,889 $327K 0.04% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,859 $324K 0.03% +800 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,845 $322K 0.02% +16 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,833 $321K 0.01% +951 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,802 $317K 0.1% +897 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,792 $316K 0.01% -728 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,128 $315K 0.14% -1,591 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,771 $314K 0.05% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,769 $314K 0.01% +52 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,765 $313K 0.14% +1,560 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 2,716 $308K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,702 $306K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,670 $303K 0.01% -1,320 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,662 $301K 0.01% +9 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,660 $301K 0.04% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,647 $300K 0.14% -3,209 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,632 $298K 0.04% -38 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,631 $298K 0.04% +89 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,607 $295K 0.01% +181 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,606 $295K 0.05% -394,937 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,579 $292K 0.02% -371 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,571 $291K 0.28% -895 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,540 $288K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Financial, LLC More: the full row for Summit Financial, LLC 2,501 $283K <0.01% -7 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,487 $282K 0.06% -910 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,487 $282K 0.06% -910 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,477 $280K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,476 $280K 0.05% +19 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 570 $276K 0.04% -10,216 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,440 $276K 0.01% -28 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,408 $273K 0.12% -60 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,397 $271K 0.04% +30 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,380 $269K 0.04% +30 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,374 $269K 0.11% +293 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,371 $268K 0.05% -8,162 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,358 $267K 0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,356 $267K 0.06% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,346 $266K 0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,332 $264K <0.01% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,319 $263K 0.03% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,300 $260K 0.04% -938 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,296 $260K <0.01% +29 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,292 $260K 0.03% +12 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,292 $259K 0.04% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,284 $259K 0.02% -3 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,265 $256K 0.02% -12,190 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,233 $253K 0.01% +690 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,225 $252K <0.01% +368 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,212 $250K 0.1% new 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 2,191 $248K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,837 $247K 0.02% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,176 $246K 0.12% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,176 $246K 0.17% -570 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,152 $244K <0.01% -49,093 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,136 $242K 0.09% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,136 $242K 0.04% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,133 $241K 0.08% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,123 $240K -275 Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,105 $238K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,092 $237K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,083 $236K 0.03% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,063 $234K 0.01% +34 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,120 $233K 0.07% -924 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,013 $228K 0.37% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,001 $227K 0.04% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,001 $227K 0.11% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,000 $226K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,976 $224K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,947 $220K <0.01% -1,864 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,946 $220K 0.02% -7,257 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,937 $219K 0.16% -1,200 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,921 $217K 0.01% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,919 $217K 0.3% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,908 $216K <0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,900 $215K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,895 $215K 0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,883 $213K <0.01% -587,830 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,879 $213K 0.1% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,876 $212K 0.04% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,813 $212K 0.01% new 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,858 $210K <0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,855 $210K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,848 $209K 0.02% -245 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,843 $209K 0.02% -312 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,830 $207K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,829 $207K 0.03% +848 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,819 $206K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,817 $206K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,807 $205K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,807 $205K 0.01% -2,055 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,794 $203K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,780 $202K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,750 $198K <0.01% -324 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,630 $185K 0.01% -6,021 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,553 $176K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,536 $174K 0.12% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,456 $164K 0.03% -41,010 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,451 $164K 0.08% +668 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,356 $154K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,344 $152K <0.01% -516 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 1,305 $148K 0.04% -525 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,182 $134K <0.01% -222 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,100 $125K 0.05% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,090 $123K 0.04% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,030 $120K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,000 $113K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 963 $109K <0.01% -382 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 950 $108K <0.01% -7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 937 $106K <0.01% +569 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 924 $105K 0.01% +138 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 910 $103K 0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 858 $97.1K 0.01% +403 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 832 $94.2K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 741 $83.9K <0.01% +122 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 730 $82.7K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 686 $77.7K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 683 $77.3K 0.04% -294 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 676 $76.5K 0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 650 $73K 0.01% +24 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 636 $72K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 617 $69.9K 0.04% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 584 $66.1K 0.01% -197 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 572 $64.8K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $61.8K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 533 $60K <0.01% -15 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 500 $57K <0.01% +187 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 503 $57K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 478 $54.9K <0.01% +166 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 477 $54K 0.01% +456 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 477 $54K <0.01% +42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $53.8K <0.01% -6 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 475 $53.8K 0.02% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 449 $52K 0.03% -220 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 450 $50.9K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 426 $48.2K 0.01% -181 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 412 $46.6K <0.01% -48 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 391 $44.3K <0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 388 $44K <0.01% +263 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 380 $43K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 360 $40.8K 0.01% -32,280 13F-HR Timeline Center for Financial Planning, Inc. 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