Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,273 $540K 0.03% -10,354 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,258 $539K 0.02% +265 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,200 $535K 0.37% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,087 $529K <0.01% +65 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,054 $527K 0.03% -43 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 9,027 $525K 0.07% -8,119 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 8,986 $523K 0.19% +63 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 8,819 $513K 0.41% +126 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,810 $513K <0.01% +1,375 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,755 $509K 0.11% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,782 $509K 0.01% -1,924 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,740 $508K 0.07% -1,405 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 8,688 $505K 1.29% 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 8,664 $504K 1.03% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,640 $503K 0.02% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,640 $503K 0.02% +548 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,600 $500K 0.3% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,583 $499K 0.19% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,563 $498K 0.21% -718 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,556 $498K 0.24% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,492 $494K 0.34% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,474 $493K 0.3% +6,009 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,438 $491K 0.01% +2,506 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 8,335 $485K 0.3% +1,378 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 8,404 $485K 0.96% +237 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,296 $483K 0.05% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,200 $477K 0.04% -15 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,186 $476K 0.16% 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 8,179 $476K 0.12% +1,283 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8,080 $470K 0.12% +40 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,976 $464K 0.03% +723 13F-HR/A Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,951 $463K 0.24% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,889 $459K 0.01% +488 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,820 $455K <0.01% new 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 7,806 $454K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,804 $454K 0.02% -1,600 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,779 $452K 0.04% +3,267 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,771 $452K 0.12% +3,531 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,629 $444K 0.17% -613 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 7,620 $443K 0.25% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 7,546 $439K 0.22% +725 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7,540 $439K 0.3% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,541 $439K 0.1% +690 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,534 $438K <0.01% -525 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,507 $437K 0.01% -4,169 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,428 $432K 0.07% +780 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,415 $431K 0.05% -20 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,355 $428K 0.02% -602 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,343 $427K 0.14% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,215 $423K <0.01% -923 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,261 $422K 0.15% +101 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,247 $422K 0.02% -152 13F-HR/A Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,239 $421K 0.03% +32 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,112 $414K 0.01% -7,757 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,105 $413K 0.31% +26 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7,088 $412K 0.24% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,055 $410K 0.12% -150 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,830 $397K 0.31% +3 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,829 $397K 0.01% -64,171 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,791 $395K 0.04% +282 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,748 $393K <0.01% -146,953 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 6,744 $392K 0.12% -1,798 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,720 $391K 0.12% -957 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,606 $384K <0.01% -234 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 6,576 $383K 0.28% +342 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,558 $382K 0.07% -1,750 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 6,516 $379K 0.14% +2,436 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,451 $375K 0.03% -594 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 6,450 $375K 0.15% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,410 $373K 0.04% -108 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 6,336 $369K 0.29% -3,282 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,287 $366K 0.02% +19 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,185 $360K 0.44% +755 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 6,115 $356K 0.36% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,001 $349K 0.02% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,987 $348K 0.03% -430 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,941 $346K 0.01% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,872 $342K 0.04% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 5,866 $341K 0.13% +81 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,813 $338K 0.02% -2,776 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,776 $337K 0.3% -2,214 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,737 $334K 0.05% -14,443 13F-HR/A Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,731 $333K 0.05% -539 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 5,514 $321K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,459 $318K 0.09% -144,447 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,315 $309K 0.01% +165 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,250 $305K 0.15% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,243 $305K 0.02% +812 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,236 $305K 0.16% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,174 $301K 0.1% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 5,167 $301K 0.1% +434 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,117 $298K 0.01% new 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,069 $295K 0.27% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,063 $295K 0.08% +770 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 5,045 $294K 0.25% +70 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,028 $290K 0.29% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,969 $289K 0.06% new 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,935 $287K 0.01% -2,086 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,822 $280K <0.01% -453 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,783 $278K 0.1% -507 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,778 $278K 0.06% -26,947 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 4,767 $278K 0.21% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 4,696 $273K 0.11% -416 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,683 $272K 0.03% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,625 $269K 0.29% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,591 $267K 0.02% -37 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,518 $263K 0.05% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 4,500 $262K 0.1% -746,253 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,462 $260K 0.01% -235 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $257K 0.07% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,425 $257K 0.25% 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,409 $257K 0.08% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,394 $256K 0.02% +2,224 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,394 $255K 0.72% +3,464 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,363 $254K 0.23% -94 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 4,327 $252K 0.11% -361 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,321 $251K 0.03% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,285 $249K <0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,266 $248K 0.03% +219 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,250 $247K 0.02% +180 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,248 $247K 0.15% +87 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,206 $245K 0.01% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,200 $244K 0.11% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,194 $244K 0.02% -326 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,193 $244K 0.01% new 13F-HR Timeline GLOBAL VALUE INVESTMENT CORP. More: the full row for GLOBAL VALUE INVESTMENT CORP. 4,135 $241K 0.26% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,106 $239K 0.04% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 4,099 $238K 0.11% +235 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,096 $238K 0.02% -225 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,053 $236K 0.01% -384 13F-HR/A Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $233K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,001 $233K 0.04% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,000 $233K 0.08% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,973 $231K 0.01% new 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,955 $230K 0.05% -53 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,934 $229K 0.19% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,924 $228K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,914 $228K 0.01% -407 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,884 $226K 0.16% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,883 $226K 0.12% 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,868 $225K 0.17% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,865 $225K 0.04% +261 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,853 $224K 0.12% -55 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,794 $221K 0.07% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,791 $221K 0.13% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,764 $219K 0.05% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,731 $217K 0.03% -225 13F-HR Timeline Group KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,727 $217K 0.28% -1,288 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,699 $215K 0.08% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,693 $215K 0.01% 0 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,678 $214K 0.12% +38 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,664 $213K 0.07% -164 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,662 $213K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,656 $213K <0.01% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $212K 0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,642 $212K 0.01% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,640 $212K 0.07% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,611 $210K 0.02% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,596 $209K 0.11% +85 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,510 $204K 0.17% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,477 $202K <0.01% -205,623 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,450 $201K <0.01% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 3,440 $200K 0.1% -154 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,269 $190K 0.01% -25 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,214 $187K 0.02% -52 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,108 $181K 0.01% +610 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,111 $181K 0.12% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,010 $175K 0.05% -33 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $175K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,982 $173K 0.02% -111 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,849 $166K 0.01% +599 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,840 $165K 0.02% +200 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,833 $165K 0.01% -347 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,819 $164K <0.01% -1,292 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,793 $162K 0.03% +132 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,792 $162K 0.11% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,716 $158K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,712 $158K 0.14% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,700 $157K 0.09% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,648 $154K 0.02% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 2,573 $150K 0.11% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,544 $148K 0.13% -463 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $145K 0.04% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,295 $134K 0.03% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,288 $133K 0.04% -1,504 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,150 $125K <0.01% +509 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,125 $124K 0.05% -673 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,041 $119K 0.03% -166 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,905 $111K <0.01% +1,700 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,843 $107K <0.01% +602 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,802 $105K 0.06% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,735 $101K 0.04% -40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,720 $101K 0.1% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,691 $98.4K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,605 $93.4K 0.01% -489 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,539 $89.5K <0.01% -6,378 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,530 $89K 0.03% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,501 $87.3K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,493 $86.9K 0.03% -410 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,479 $86K 0.04% 0 13F-HR Timeline