Sandy Spring Bank More: the full row for Sandy Spring Bank 6,930 $617K 0.02% -308 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,922 $617K 0.13% +509 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,840 $609K 0.37% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,821 $608K 0.01% -1 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,942 $607K 0.13% -737 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,808 $606K 0.1% -410 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,804 $606K 0.04% -11,301 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 6,788 $605K 0.02% -877 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $604K 0.01% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,750 $601K 0.07% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,724 $599K 0.27% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,641 $592K 0.17% +693 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,640 $591K 0.08% -147 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,636 $591K 0.03% +3,997 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,632 $591K 0.28% -78 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,607 $589K 0.38% -1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,591 $587K <0.01% +1,804 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,592 $587K 0.5% -46 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,541 $587K 0.02% -1,591 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,579 $586K 0.06% +74 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,565 $585K 0.07% +1,170 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,532 $582K 0.03% -1,616 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,531 $582K 0.06% -661 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,497 $579K 0.13% +275 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,437 $573K 0.45% -147 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,408 $571K 0.08% +225 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,381 $568K 0.07% 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,378 $568K 0.41% +57 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 6,373 $568K 0.48% 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,351 $566K 0.19% +548 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,293 $561K 0.25% +11 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,292 $560K 0.54% 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,269 $558K 0.49% 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 6,237 $556K 0.02% +323 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,228 $555K 1.49% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,815 $552K 0.03% +63 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,178 $550K 0.01% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $549K 0.21% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,164 $549K 0.08% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,158 $549K 0.38% -521 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,130 $546K 0.01% -80 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,134 $546K 0.04% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 6,113 $545K 0.07% -44 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,079 $542K 0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,079 $542K 0.12% +12 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,038 $538K 0.17% +182 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 6,030 $537K 0.38% +175 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,022 $536K 0.46% +1,601 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $534K 0.48% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,965 $531K 0.1% -1,444 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,964 $531K 0.05% -698 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,931 $528K 0.03% +140 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 5,921 $527K 0.12% +1,790 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,859 $522K 0.02% +371 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,850 $521K 0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,847 $521K 0.04% +1,021 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,833 $520K 0.05% +125 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,808 $517K 0.15% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,808 $517K 0.1% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $516K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,767 $514K 0.27% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,729 $510K 0.09% -520 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,712 $509K 0.25% -90 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,709 $509K 0.03% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,697 $507K 0.03% -695 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,681 $506K 0.21% +16 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $504K 0.15% -100 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 5,626 $501K 0.25% -1,606 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,626 $501K 0.02% -10 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,614 $500K 0.07% -2 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,580 $497K <0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,578 $497K 0.08% -1,293 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,577 $497K 0.39% +102 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 5,568 $496K 0.15% +1,625 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,559 $495K 0.21% +109 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 5,555 $495K 0.27% 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $491K 0.41% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,509 $491K 0.35% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 5,500 $490K 0.23% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,485 $489K 0.1% -8,559 13F-HR Timeline MOTCO More: the full row for MOTCO 5,484 $489K 0.05% -4 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 5,476 $488K 0.46% 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,543 $485K 0.09% -1,278 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 5,436 $484K 0.13% +10 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,432 $484K 0.08% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,353 $477K 0.61% +282 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,320 $474K 0.06% -7,704 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,300 $472K 0.05% -65,883 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,288 $471K 0.34% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5,285 $471K 0.03% -81 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,267 $469K 0.37% -7,507 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,254 $468K 0.07% -54 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,244 $467K 0.08% +67 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,240 $467K 0.32% -148 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,204 $464K 0.37% -622 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,198 $463K 0.02% +362 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,183 $462K 0.11% +24 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,169 $460K 0.03% -303 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,167 $460K 0.06% +379 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,151 $459K 0.2% -181 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,141 $458K 0.01% -1,181 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 5,134 $457K 0.09% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,130 $457K 0.11% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,118 $456K 0.16% -664 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,117 $456K 0.11% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,116 $456K 0.41% 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,107 $455K 0.23% +77 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,102 $454K 0.08% +133 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,094 $454K 0.05% -214 13F-HR Timeline MESIROW FINANCIAL INVESTMENT MANAGEMENT… More: the full row for MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 5,082 $453K 0.46% -478 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,069 $452K 0.29% +14 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,069 $452K 0.34% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,060 $451K 0.07% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,057 $450K 0.03% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,042 $449K 0.4% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,036 $449K 0.2% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,936 $447K 0.16% +84 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,014 $447K 0.14% +670 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 5,003 $446K 0.17% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $445K 0.09% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,987 $444K 0.01% -60 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,987 $444K +275 Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,972 $443K 0.22% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,952 $441K 0.22% +1,484 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $440K 0.14% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,939 $440K 0.17% +79 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,934 $440K 0.04% -200 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,930 $439K 0.02% -48 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,899 $436K 0.03% +307 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,878 $435K 0.13% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,878 $434K 0.08% +5 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,867 $434K 0.12% +300 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,863 $433K 0.04% new 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 4,859 $433K 0.18% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,824 $430K 0.29% +3 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,808 $428K 0.46% -208 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,802 $428K 0.49% 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,794 $427K 0.32% -918 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,789 $427K 0.02% -164 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,783 $426K 0.01% +232 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,782 $426K 0.05% +912 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,770 $425K 0.02% +220 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,764 $424K 0.19% -318 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,751 $423K 0.36% -2,836 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 4,734 $422K 0.14% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,712 $420K 0.17% -213 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 4,710 $420K 0.26% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,702 $419K 0.02% -1,841 13F-HR/A Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,700 $419K 0.3% -100 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,672 $416K 0.02% -325 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,662 $415K 0.16% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,659 $415K 0.03% -548 13F-HR/A Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,651 $414K 0.2% +40 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,643 $414K 0.08% -17 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,639 $413K 0.09% -22 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,623 $412K 0.25% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,619 $411K 0.04% -360 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,606 $410K 0.12% +40 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,600 $410K 0.07% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,555 $406K 0.1% +1,262 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,549 $405K 0.29% +107 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,532 $404K 0.03% +1,493 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,527 $403K 0.26% +549 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $403K <0.01% 0 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 4,508 $402K 0.12% +678 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,508 $402K 0.3% -5,930 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,506 $401K 0.05% +80 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,466 $399K 0.17% -66 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,479 $399K 0.01% -6,691 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,464 $398K 0.02% +801 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,462 $397K 0.15% -19 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,460 $397K 0.16% -9,764 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,453 $397K 0.06% -328 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,442 $396K 0.04% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,411 $393K 0.06% -1,828 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,407 $393K 0.03% +4 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,381 $390K 0.07% +1,321 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,379 $390K 0.01% +26 13F-HR Timeline Group Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 4,350 $387K 0.26% +4 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,348 $387K 0.07% -4 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $386K 0.19% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,313 $384K 0.37% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,306 $384K 0.06% -494 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $383K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,303 $383K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,289 $382K 0.01% -172 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,270 $380K 0.25% 0 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,141 $379K 0.01% -986 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,256 $379K 0.2% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,254 $379K 0.2% +531 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,250 $379K 0.23% +879 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,245 $378K 0.11% -158 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,245 $378K 0.06% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,226 $376K 0.09% 0 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,221 $376K 0.18% +61 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,220 $376K 0.01% +63 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,209 $375K 0.05% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,190 $373K 0.25% -488 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,189 $373K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,177 $372K 0.21% -1,154 13F-HR Timeline