Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,460 $343K 0.05% +4,931 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,350 $342K 0.08% +5,060 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,426 $341K 0.08% +5,017 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,386 $339K 0.03% +5,118 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,370 $338K 0.03% +5,096 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 6,350 $337K 0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,315 $335K 0.01% +5,126 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,279 $333K 0.06% +4,508 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,725 $332K 0.02% +4,634 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,220 $330K 0.14% +5,108 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,208 $329K 0.01% +4,967 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,190 $328K 0.01% +5,017 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,184 $328K 0.14% +4,952 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,165 $327K 0.03% +5,070 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,154 $327K 0.05% +4,918 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,076 $322K 0.12% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,063 $322K 0.24% +4,835 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,060 $322K 0.06% +4,862 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,890 $321K 0.03% +4,706 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,055 $321K 0.32% +4,890 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,050 $321K 0.18% +4,840 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,049 $321K 0.08% +4,783 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,048 $321K 0.16% +4,703 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,015 $319K 0.07% +4,812 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,008 $319K 0.08% +4,613 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,000 $318K 0.17% +4,800 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,998 $318K 0.01% +152 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,935 $315K 0.01% +4,588 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,904 $313K 0.04% +4,769 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,900 $313K 0.02% +4,720 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 5,899 $313K 0.09% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 5,890 $313K 0.1% +4,713 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,860 $311K 0.04% +4,694 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,837 $310K 0.09% +4,563 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 5,830 $309K 0.09% +4,965 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,880 $309K 0.02% +4,746 13F-HR/A Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,740 $305K 0.01% +4,592 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 5,739 $304K 0.14% +4,596 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,723 $304K 0.05% +4,618 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,690 $302K 0.01% +4,559 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,675 $301K 0.01% +5,542 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,640 $299K 0.02% +4,548 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,625 $298K 0.12% +4,490 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 5,601 $297K 0.23% +4,576 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,599 $297K 0.02% +4,070 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,594 $297K 0.21% +4,492 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,575 $296K 0.11% +4,310 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,535 $294K 0.09% +4,416 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,528 $293K 0.01% +4,448 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,515 $293K 0.11% +4,262 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,510 $292K 0.05% +4,387 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,482 $291K 0.02% +3,703 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,460 $290K 0.12% +4,333 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,455 $289K 0.24% +4,365 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,433 $288K 0.03% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,385 $286K 0.02% +4,308 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,370 $285K 0.03% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,295 $281K 0.11% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,265 $279K 0.08% +4,287 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 5,255 $279K 0.08% +4,029 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,255 $279K 0.12% 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,240 $278K 0.23% +2,546 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,200 $276K 0.1% +4,160 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,198 $276K 0.1% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,185 $275K 0.04% +4,084 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,175 $275K 0.12% +4,140 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,126 $272K <0.01% +4,126 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,124 $272K 0.06% +4,159 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,095 $270K 0.02% +4,076 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,050 $268K <0.01% +4,030 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,045 $268K 0.07% +3,996 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,040 $267K 0.02% +4,303 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,040 $267K 0.26% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,015 $266K 0.06% +4,012 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,010 $266K 0.01% +4,008 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,000 $265K 0.18% +4,000 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,000 $265K 0.05% +4,000 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,000 $265K 0.09% +3,838 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,000 $265K 0.24% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,996 $265K 0.04% +4,126 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,908 $260K 0.08% +3,760 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,805 $255K 0.11% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,796 $254K 0.02% +3,818 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,787 $254K 0.01% +3,918 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,766 $253K 0.01% +3,808 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,753 $252K 0.07% +3,803 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,740 $252K 0.01% +3,772 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,722 $251K 0.02% +3,775 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,696 $249K 0.02% +3,756 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,685 $249K <0.01% +3,504 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,670 $248K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,670 $248K 0.07% +3,736 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,645 $246K 0.04% +3,728 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,640 $246K 0.01% +3,718 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,625 $245K 0.02% +3,670 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,625 $245K 0.03% +3,700 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,615 $245K 0.14% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,600 $244K <0.01% +3,661 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,555 $242K 0.01% +3,720 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,543 $241K 0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,540 $241K 0.01% new 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,524 $240K 0.02% +3,602 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,515 $240K 0.01% +3,599 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,500 $239K 0.02% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,496 $239K 0.17% +3,651 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,486 $238K <0.01% +3,714 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 888 $238K 0.01% -14 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,480 $238K 0.21% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,454 $236K 0.01% +3,602 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,450 $236K 0.04% +3,520 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,450 $236K 0.2% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,440 $236K 0.01% +3,262 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,437 $235K 0.01% +2,996 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,420 $235K 0.04% +3,536 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,415 $234K 0.1% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,436 $232K 0.02% -228,833 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,371 $232K 0.02% +3,483 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,355 $231K <0.01% +3,404 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,309 $231K 0.03% +3,449 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,327 $230K 0.11% +3,819 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. 4,322 $229K 0.01% +2,843 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,314 $229K 0.01% +3,471 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,286 $227K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,265 $226K 0.04% +3,418 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,250 $226K 0.15% +3,372 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,250 $226K 0.03% +3,386 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,237 $225K 0.01% +1,866 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,225 $224K 0.02% +3,375 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,225 $224K 0.02% +3,379 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,103 $224K 0.11% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,215 $224K 0.04% +3,372 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,162 $221K <0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,120 $219K 0.09% +3,310 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 4,095 $217K 0.06% +3,276 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,090 $217K <0.01% +3,270 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,090 $217K 0.04% +3,295 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,077 $216K 0.02% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,925 $214K 0.22% +3,089 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,020 $213K 0.11% +3,219 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,005 $213K 0.07% +3,260 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,000 $212K 0.03% +3,186 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 4,000 $212K 0.07% +3,200 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,000 $212K 0.04% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,957 $210K 0.04% +3,083 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,950 $210K 0.09% +3,160 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,900 $207K 0.03% +3,120 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,900 $207K 0.11% +3,120 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,900 $205K 0.01% +3,120 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,860 $205K <0.01% +3,111 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,831 $203K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,821 $203K 0.05% +3,042 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,816 $202K 0.02% +3,064 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,549 $202K 0.08% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,807 $202K 0.26% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,789 $201K 0.03% +3,031 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,778 $200K 0.11% +2,969 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,628 $191K 0.02% +3,202 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,529 $187K 0.18% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,500 $186K 0.09% +2,800 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,500 $186K 0.16% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,440 $183K 0.02% +2,828 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,372 $179K 0.02% +3,360 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,330 $177K 0.01% +2,664 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,060 $162K 0.04% +2,448 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,023 $160K 0.1% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,991 $159K 0.06% +2,320 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,905 $154K 0.01% +2,367 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,820 $150K 0.02% +2,356 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,790 $148K 0.09% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,684 $142K <0.01% -6,985 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,675 $142K 0.01% +2,154 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,450 $130K 0.04% +1,955 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,405 $128K 0.04% +1,915 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,350 $125K 0.02% +1,880 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,345 $124K <0.01% +1,876 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,340 $123K <0.01% 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,260 $120K 0.01% +1,809 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,250 $119K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,250 $119K 0.02% +1,800 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,200 $117K 0.02% +1,760 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 2,195 $116K 0.01% +1,756 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 400 $113K 0.08% -72 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,131 $113K 0.01% +1,749 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,102 $112K 0.04% +1,682 13F-HR Timeline Blue Trust, Inc. 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