Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,695 $649K 0.02% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,693 $649K 0.01% -112 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,690 $648K 0.16% -324 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,684 $647K 0.05% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 107,242 $645K 0.03% +108 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,643 $637K 0.05% +22 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 2,640 $636K 0.11% -25 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,625 $632K 0.01% +4 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,621 $631K 0.12% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,604 $631K 0.02% +94 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 2,607 $628K 0.79% -285 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,606 $628K <0.01% -126,269 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,606 $628K 0.06% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,602 $627K 0.23% -53 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,598 $626K <0.01% +414 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,596 $625K 0.13% -65 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,590 $624K 0.17% -600 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,589 $624K 0.17% -96 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,588 $623K 0.04% -159 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,579 $621K 0.04% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,566 $618K 0.11% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,564 $618K 0.02% +388 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,549 $614K 0.26% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,636 $613K 0.03% +211 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,541 $612K 0.02% +95 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,010 $612K 0.07% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,541 $612K 0.03% -14,449 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,517 $606K 0.02% -738 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,513 $605K 0.07% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,501 $603K 0.28% +1 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,500 $602K 0.52% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,490 $600K 0.22% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,484 $598K 0.01% +1,099 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2,461 $593K 0.13% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,440 $588K 0.04% -109 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,420 $583K 0.29% +268 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,414 $582K 0.01% +349 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,390 $579K 0.13% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,400 $578K 0.19% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,399 $578K 0.22% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,395 $577K 0.3% -25 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,385 $575K 0.01% +547 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,382 $574K 0.04% -97 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,367 $570K 0.03% +476 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,351 $566K 0.21% -76 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,350 $566K 0.31% +11 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,349 $566K 0.36% -15 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,330 $561K 0.19% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,327 $561K 0.05% -24 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,315 $558K 0.1% -20 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,315 $558K 0.03% -415 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,306 $555K 0.03% +46 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,303 $555K 0.1% +1,432 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,299 $554K 0.07% -238 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,296 $553K 0.03% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,291 $552K 0.1% -274 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,290 $552K 0.03% +6 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,285 $550K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,271 $547K 0.41% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,266 $546K 0.19% -20 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,260 $544K 0.07% -320 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,237 $539K 0.02% +74 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,235 $538K 0.11% new 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 2,222 $535K 0.52% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,219 $535K 0.03% -205 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,217 $534K 0.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,203 $531K 0.26% +396 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,202 $530K 0.03% 0 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,196 $529K 0.02% +47 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,175 $524K 0.01% +534 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,163 $521K 0.01% -45 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,159 $520K 0.24% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,159 $518K 0.05% +442 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,132 $514K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 2,129 $513K 0.08% -58 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,117 $510K 0.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,107 $508K 0.03% -21 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,106 $507K 0.09% -177 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,093 $504K 0.05% +19 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,091 $504K 0.02% 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,085 $502K 0.45% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,081 $501K 0.09% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,074 $500K 0.05% +7 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,067 $498K 0.04% -97 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,054 $498K 0.01% +131 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,061 $497K 0.09% +9 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,056 $495K 0.11% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,044 $492K 0.04% -518,247 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,041 $492K 0.03% -167 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,038 $491K 0.03% +64 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,032 $489K 0.14% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,030 $489K 0.13% -27 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,024 $487K 0.02% -3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,019 $486K 0.04% -4 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,015 $485K 0.26% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,013 $485K 0.07% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,993 $480K 0.36% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,989 $479K 0.04% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,988 $479K 0.19% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,988 $479K -284 Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,987 $479K 0.32% +10 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,982 $477K 0.07% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,981 $477K 0.05% +29 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,979 $477K 0.01% +293 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,974 $476K 0.36% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,969 $474K 0.33% -185 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,967 $474K 0.02% -240 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,963 $473K 0.27% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,959 $472K 0.01% +12 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,952 $470K 0.11% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,930 $468K 0.02% +266 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,944 $468K 0.04% -3 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,942 $468K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,939 $467K 0.02% -20 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,935 $466K 0.1% 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 1,933 $466K 0.02% -49 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,927 $464K 0.47% +72 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,884 $462K 0.02% -247 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,917 $462K 0.04% -484 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,905 $459K 0.03% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,894 $456K 0.1% +5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,890 $455K 0.06% +85 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,890 $455K 0.17% +27 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,885 $454K 0.12% -120 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,875 $452K 0.02% -185 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,862 $449K 0.07% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,860 $448K 0.04% +136 13F-HR/A Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,856 $447K 0.04% +3 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,837 $443K 0.27% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,832 $441K 0.2% +2 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,831 $441K 0.02% -467 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,821 $439K 0.04% +71 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,820 $438K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,814 $437K 0.08% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,813 $437K 0.02% -35 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,809 $436K 0.02% -6,343 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,798 $433K 0.15% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,785 $430K 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,784 $430K 0.01% -207 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,780 $429K 0.03% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,779 $429K 0.16% -1,940 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,776 $428K +101 Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,774 $427K 0.1% +14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,772 $427K 0.04% +24 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,772 $427K 0.03% -22 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,770 $426K 0.01% +52 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,763 $425K 0.04% -149 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 1,758 $423K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,755 $423K 0.03% +127 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,747 $421K 0.01% -37 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,745 $420K 0.01% -1,000 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,736 $418K 0.41% 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,730 $417K 0.01% 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,729 $416K 0.42% -23 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,727 $416K 0.01% +127 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,724 $415K 0.19% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,720 $414K 0.06% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,714 $413K 0.41% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,709 $412K 0.01% +24 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,700 $410K 0.03% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,700 $410K 0.05% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,699 $409K 0.05% -40 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,695 $408K 0.03% 0 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,692 $408K 0.19% +313 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,692 $408K 0.02% +120 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 1,689 $407K 0.03% -57 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,686 $406K 0.13% +97 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,683 $405K 0.01% -4 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,674 $403K 0.08% +336 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,670 $402K 0.04% -112 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,658 $399K 0.03% -8 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,658 $399K 0 Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,655 $399K 0.07% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,655 $399K 0.03% new 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,647 $397K 0.03% -23 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,638 $395K 0.31% -8 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,635 $394K 0.36% 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,634 $394K 0.14% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,633 $393K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,629 $392K 0.01% -130 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,629 $392K 0.13% -31 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,628 $392K 0.01% +190 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,625 $391K 0.04% +75 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,620 $390K 0.17% -17 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,615 $389K 0.02% +1,088 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 1,609 $388K 0.06% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,605 $387K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,589 $383K 0.01% +254 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,582 $381K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,580 $381K 0.13% -18 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,575 $379K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,562 $376K 0.09% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,551 $374K 0.02% +130 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,550 $373K 0.06% -3,173 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,540 $371K 0.07% -10 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,540 $371K 0.02% +113 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,539 $371K 0.02% -30 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,536 $370K 0.1% +226 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,533 $369K 0.01% +89 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,531 $369K 0.39% 0 13F-HR Timeline