MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,836 $1.21M 0.13% -155 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,484 $1.2M 0.38% -488 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,753 $1.2M 0.01% -1,459 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,735 $1.19M 0.03% -2,237 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,674 $1.19M 0.1% +1,341 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,656 $1.18M 0.04% -76 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,652 $1.18M 0.6% +388 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 9,609 $1.18M 0.38% -1,382 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,601 $1.18M 0.01% -6,454 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 9,563 $1.17M 0.03% new 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,575 $1.17M 0.36% -160 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 9,526 $1.17M 0.18% +114 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,454 $1.16M 0.07% +126 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,432 $1.16M 0.6% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,381 $1.15M 0.13% -3,572 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,291 $1.14M 0.06% -1,789 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,280 $1.14M 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,192 $1.13M 0.05% -109 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,135 $1.12M 0.02% -2,179 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,017 $1.1M <0.01% +2,037 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,010 $1.1M 0.16% +7,017 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,977 $1.1M 0.23% +44 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 8,963 $1.1M 0.25% -1,127 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,958 $1.1M 0.23% -35 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,934 $1.1M 0.01% -4,095 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,887 $1.09M <0.01% +1,765 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,870 $1.09M 0.26% -455 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,878 $1.09M 0.82% +94 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,792 $1.08M 0.09% -334 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,783 $1.08M 0.01% +3,198 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,753 $1.07M 0.04% -36,863 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,749 $1.07M 0.09% -599 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,732 $1.07M 0.13% -598 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,710 $1.07M 0.02% +409 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,690 $1.07M 0.1% +3,896 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,628 $1.06M 0.04% +702 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,537 $1.05M 0.5% -1,184 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 8,495 $1.04M 0.95% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,441 $1.03M 0.23% -68 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,598 $1.03M 0.02% +1,999 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,614 $1.03M 0.01% -45 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,385 $1.03M 0.02% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,275 $1.01M 0.31% +1,040 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 8,272 $1.01M 0.09% +299 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,236 $1.01M 0.07% +257 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,210 $1.01M 1.03% -395 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 8,178 $1M 0.36% -100 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,157 $1000K 0.02% +164 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,096 $998K 0.06% -674 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,132 $997K 0.16% -50 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 8,131 $997K 0.04% new 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,107 $994K 0.36% -61 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,430 $991K 0.54% +2,082 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,072 $990K 0.01% +689 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,040 $986K 0.03% +476 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,985 $979K -200 Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 7,945 $974K 0.16% +189 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,300 $973K 0.62% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,930 $972K 0.02% -236 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,900 $968K 0.02% -40 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,885 $967K 0.34% +35 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,842 $961K +1,327 Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,825 $959K +1,637 Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,813 $958K 0.32% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,804 $957K 0.01% -482 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 7,800 $956K 0.04% -39,700 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 7,800 $956K 0.46% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,740 $949K 0.17% -35,652 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,709 $945K 0.2% -1,228 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,766 $943K 0.03% -2,877 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 7,684 $942K 0.36% -3,361 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 7,683 $942K 0.11% -444 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 7,601 $932K 0.03% -545 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,600 $932K 0.04% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,544 $925K 0.03% -32 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 7,512 $921K 0.01% -16,588 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 7,496 $919K 0.17% -547 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,467 $915K 0.07% -77 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,550 $915K 0.28% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,425 $910K 0.59% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,410 $908K 0.21% -64 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,394 $906K 0.27% -125 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,393 $905K <0.01% +38 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,370 $903K 0.04% 0 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,336 $899K 0.28% -180 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,325 $898K 0.12% +4 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,286 $893K 0.13% +508 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 7,276 $892K 0.49% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,240 $887K 0.03% -4,269 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,223 $885K 0.02% +4,991 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,221 $885K 0.55% -110 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,139 $875K 0.03% -800 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,134 $875K 0.06% +543 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,126 $874K 0.03% +653 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,076 $867K 0.19% -75 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,224 $859K 0.85% 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 7,000 $858K 0.04% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,989 $857K 0.06% -3,107 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,934 $850K 0.23% -90 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,883 $844K 0.02% +1,899 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 6,871 $842K 0.5% -37 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,580 $837K 0.04% +336 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 5,998 $829K 0.67% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,722 $824K 0.16% +43 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,701 $822K 0.56% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,662 $817K 0.15% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,393 $813K 0.04% +1,338 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,595 $808K 0.04% +1,523 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,584 $807K 0.06% +796 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,579 $807K 0.11% -164 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,512 $798K 0.07% -269 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,499 $797K 0.03% -1,200 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,395 $784K 0.03% -2,062 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,392 $784K 0.19% +599 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,365 $780K 0.07% -90 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,362 $780K 0.13% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,361 $780K 0.01% +152 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,351 $779K 0.06% +285 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,342 $777K 0.04% +1,505 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,335 $777K 0.07% -94 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,333 $776K 0.08% -697 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,296 $772K 0.04% +210 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,292 $771K 0.01% +2,433 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 6,236 $764K 0.22% +302 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,230 $764K 0.3% 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 6,226 $763K 0.21% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,590 $750K 0.04% -1,086 13F-HR Timeline Group Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 6,110 $749K 0.46% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,108 $749K 0.04% -177 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,101 $748K 0.01% -546 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,063 $743K 0.07% -241 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,990 $734K 0.05% +54 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,947 $729K 0.03% -11,992 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,894 $723K 0.55% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,841 $716K 0.02% -222 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 5,825 $714K 0.77% 13F-HR/A Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 5,792 $710K 0.04% -1,089 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 5,748 $705K -176 Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,247 $703K 0.17% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,733 $703K 0.05% +164 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,710 $700K 0.05% +1,193 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 5,697 $698K 0.09% -10,693 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,697 $698K 0.02% +645 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 5,695 $698K 0.19% -463 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,660 $694K 0.09% -100 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,617 $689K 0.19% +1,440 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,597 $686K 0.04% -12,490 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,581 $684K 0.02% +116 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,576 $684K 0.52% +148 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,879 $680K 0.02% +1,920 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,517 $676K 0.05% +711 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,500 $674K 0.27% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,497 $674K 0.02% +99 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,492 $673K 0.17% -160 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,479 $672K 0.33% +628 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,463 $670K 0.1% -712 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,443 $667K 0.03% -5,717 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,441 $667K 0.06% -3,049 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,399 $662K 0.04% +3,718 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,385 $660K 0.04% -528 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,362 $652K 0.02% +179 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,304 $650K 0.04% -91 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,297 $649K 0.14% +3,123 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,279 $647K 0.03% +162 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,272 $646K 0.18% +1,235 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,234 $642K 0.3% -179 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,225 $641K 0.41% -1,606 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,213 $639K 0.49% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,666 $639K 0.03% +329 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,207 $638K 0.24% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 5,137 $630K 0.49% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,125 $628K 0.16% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,115 $627K 0.18% -169 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,110 $626K 0.03% -292 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,070 $622K 0.24% +83 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,060 $620K 0.17% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,060 $620K 0.06% -190 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,058 $620K 0.03% -462 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,052 $619K 0.21% -400 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,043 $618K 0.01% -10,076 13F-HR/A Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 5,000 $612K 0.6% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,990 $612K 0.21% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,975 $610K 0.31% -2,000 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,947 $606K 0.04% +81 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,919 $603K 0.04% +206 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,908 $602K 0.04% -303 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,897 $600K 0.02% +115 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,856 $595K 0.29% +113 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,846 $594K +814 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,809 $590K 0.07% +781 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,775 $585K 0.05% +1,733 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 4,769 $585K 0.02% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 4,761 $584K 0.15% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,756 $583K 0.07% -120 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,752 $583K 0.21% -65 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,749 $582K 0.07% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,729 $580K 0.01% -266 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,710 $577K 0.03% -5 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,687 $575K 0.43% +90 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,679 $574K 0.05% +800 13F-HR Timeline