Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,761 $573K 0.4% -214 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,469 $556K 0.04% +415 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 9,468 $556K 0.41% +2,892 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,403 $552K 0.08% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,344 $548K 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,258 $543K 0.05% +1,479 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,096 $535K 0.01% +1,881 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,090 $534K <0.01% +280 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,120 $531K 1.06% +716 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8,986 $527K 0.4% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,856 $520K 0.23% +670 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 8,825 $518K 1.65% +137 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,755 $514K 0.11% 0 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,640 $507K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,627 $506K <0.01% +5,177 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,600 $505K 0.31% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,583 $504K 0.2% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,500 $499K 0.07% -201,933 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,492 $498K 0.41% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,460 $497K 0.01% -4,099 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 8,424 $494K 0.94% -240 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 8,363 $491K 0.13% +184 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,303 $487K 0.1% +762 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,237 $483K 0.01% +6,087 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,184 $480K 0.56% -379 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,121 $477K <0.01% +587 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,080 $474K 0.22% -476 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 8,042 $472K <0.01% -6,604 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,038 $472K 0.04% -162 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,018 $471K <0.01% -1,069 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8,080 $470K 0.12% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,992 $467K 0.02% +2,179 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,946 $466K 0.03% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 7,890 $463K 0.05% -14,905 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,858 $461K 0.02% -5,525 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,837 $460K 0.04% -1,613 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,889 $459K 0.01% 0 13F-HR Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 7,806 $458K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,804 $458K 0.02% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,771 $456K 0.11% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,695 $452K 0.07% -1,332 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,654 $449K 0.2% -297 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,593 $446K 0.02% +238 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,581 $445K 0.16% -1,405 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,545 $443K 0.03% +3,352 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,542 $443K 0.03% -434 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7,533 $442K 0.35% -7 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,529 $442K 0.14% +186 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,525 $442K 0.18% -481,600 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,496 $440K 0.07% +68 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,394 $434K <0.01% -11,062 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,287 $428K 0.19% -2,495 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,286 $428K 0.01% +2,169 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,279 $427K 0.16% +18 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,274 $427K 0.01% +4,558 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 7,255 $426K 0.21% -291 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,142 $419K 0.01% +30 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,114 $418K 0.01% -393 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7,088 $416K 0.25% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,055 $414K 0.12% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,062 $412K 0.01% -1,720 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 7,000 $411K 0.33% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,998 $411K 0.15% -631 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,965 $409K 0.08% -7,176 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,841 $401K 0.02% -406 13F-HR/A Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 6,837 $401K 0.04% +46 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,832 $401K 0.32% +2 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,744 $396K 0.13% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,614 $388K 0.06% +3,821 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,480 $380K 0.1% -24,410 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,418 $377K 0.1% -4,930 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,405 $376K 0.03% +118 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 6,345 $372K 0.14% -171 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,293 $369K 0.02% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,229 $366K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,220 $365K 0.03% -7,974 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,154 $361K 0.02% -291,602 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,027 $354K 0.28% -158 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,018 $353K 0.01% +1,556 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,002 $352K 0.02% +1 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,987 $351K 0.03% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,977 $351K 0.11% -743 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,926 $347K <0.01% +1,104 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 5,877 $345K 0.26% -459 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,789 $340K 0.11% +2,779 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 5,759 $338K 0.12% -492,814 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,741 $337K 0.06% +10 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,676 $333K 0.33% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,655 $332K 0.04% +1,993 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,653 $332K 0.06% +684 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 5,625 $330K 0.3% +858 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,622 $330K 0.01% -319 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,612 $329K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,564 $327K <0.01% -1,042 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 5,489 $322K 0.03% -25 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,429 $319K 0.1% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,345 $314K 0.16% -5,323 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,324 $312K 0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,284 $310K 0.34% -492 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,250 $308K 0.15% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,236 $307K 0.15% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,188 $304K 0.12% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,174 $304K 0.1% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,111 $300K 0.06% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 5,079 $298K 0.23% +34 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,070 $298K <0.01% +3,727 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 5,063 $297K 0.08% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,992 $293K 0.24% -2,113 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,972 $292K 0.04% +706 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 4,969 $292K 0.18% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,924 $289K 0.05% -1,634 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,892 $287K 0.01% +1,281 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,837 $284K 0.02% -9,004 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 4,874 $283K 0.1% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 4,784 $281K 0.24% +4,500 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,754 $279K 0.04% -983 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,691 $275K 0.01% new 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 4,686 $275K 0.17% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,683 $275K 0.03% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,679 $275K <0.01% -2,150 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 4,654 $273K 0.14% +555 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,632 $272K 0.08% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,623 $271K 0.06% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,591 $269K 0.02% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,564 $268K 0.15% +886 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,555 $267K 0.01% -609,501 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,548 $267K 0.05% +30 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,507 $264K 0.02% -10,798 13F-HR/A Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,439 $261K 0.09% new 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 4,435 $260K 0.1% -261 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $260K 0.07% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,425 $260K 0.25% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,402 $258K 0.07% new 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,388 $258K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,365 $256K 0.06% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,321 $254K 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,315 $253K 0.01% -276 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,285 $251K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,264 $250K 0.01% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,250 $249K 0.17% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,248 $249K 0.15% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,194 $246K 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,176 $245K 0.15% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,106 $241K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,059 $238K 0.15% +948 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $235K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,001 $235K 0.04% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,000 $235K 0.08% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,961 $232K 0.19% +27 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,955 $232K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,945 $232K 0.01% -108 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,920 $230K <0.01% +3,778 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,897 $229K 0.02% -199 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,884 $228K 0.16% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,883 $228K 0.12% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,865 $227K 0.03% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,863 $227K 0.2% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,851 $226K 0.01% new 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,806 $223K 0.19% -257,114 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,798 $223K 0.19% -565 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,794 $223K 0.06% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,791 $222K 0.13% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,764 $221K 0.11% -11,489 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,762 $221K 0.23% -863 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,752 $220K 0.06% new 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,752 $220K 0.25% +25 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,692 $217K 0.01% -1 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,685 $216K 0.12% +89 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,683 $216K <0.01% -5,728 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,665 $215K 0.01% +23 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,647 $214K 0.07% -17 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $214K 0.01% 0 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,640 $214K 0.08% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,633 $213K 0.11% -220 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,630 $213K 0.01% +1,725 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,515 $206K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,500 $205K 0.03% -424 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,499 $205K 0.2% new 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 $204K <0.01% 0 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,430 $201K 0.02% new 13F-HR Timeline Group JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,410 $200K 0.08% -3,040 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,336 $196K 0.02% -1,058 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,269 $192K 0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,237 $190K 0.06% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,214 $189K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,051 $179K 0.01% +218 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,051 $179K 0.02% +1,550 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $176K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,982 $175K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,856 $168K 0.01% +7 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,842 $167K 0.01% -1,072 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,700 $158K 0.1% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,669 $157K 0.1% +867 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,648 $155K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,565 $151K 0.06% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $147K 0.04% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,399 $141K 0.04% -3,060 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,350 $138K 0.01% +2,000 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,322 $136K <0.01% -497 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,300 $135K 0.13% 13F-HR Timeline