TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,889 $34.7K <0.01% -620 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,752 $32K <0.01% -678 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,549 $31.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,539 $31.6K <0.01% +2,288 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,516 $31.4K <0.01% new 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,463 $30.9K 0.01% -310 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,364 $30K <0.01% -565 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,282 $29.3K <0.01% -1,293 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,343 $29K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,186 $28K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,063 $27.4K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,031 $27K <0.01% +2,305 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,994 $26.7K <0.01% -795 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,963 $26.5K 0.01% +622 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,634 $25.6K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,855 $25.5K 0.01% +2 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,842 $25.4K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,737 $24.4K <0.01% +1,824 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,697 $24.1K <0.01% -4,239 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,645 $23.6K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,581 $23K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,492 $22.3K 0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,490 $22.2K <0.01% +2,284 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,484 $22.2K 0.01% +17 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,456 $21.9K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,434 $21.7K <0.01% new 13F-HR/A Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,358 $21.1K 0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,244 $20K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,193 $19.6K 0.01% +1,482 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,191 $19.6K <0.01% +1 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,171 $19.4K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,164 $19.3K <0.01% -83 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,159 $19.3K 0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,116 $18.9K 0.02% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,871 $16.7K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,870 $16.7K <0.01% +576 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,854 $16.6K 0.01% -62 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,846 $16.5K <0.01% +24 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,730 $15.4K 0.01% -319 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,718 $15.3K 0.01% +166 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,778 $15K <0.01% +758 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,647 $15K <0.01% +1,024 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,679 $15K 0 Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,619 $14.5K 0.01% +7 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,614 $14.4K 0.01% +904 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,554 $13.9K <0.01% +3 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,460 $13K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,411 $12.6K <0.01% +19 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,394 $12.4K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,378 $12.3K <0.01% -19 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,347 $12.2K <0.01% +862 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,366 $12.2K <0.01% +65 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,363 $12.2K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,329 $11.9K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,261 $11.3K <0.01% -40 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,252 $11.2K <0.01% -6,203 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 861 $11K <0.01% 0 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 1,220 $10.9K 0.01% -134 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,206 $10.8K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,188 $10.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,181 $10.5K <0.01% -31 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,178 $10.5K <0.01% -5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,168 $10.4K <0.01% +36 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,163 $10.4K <0.01% +16 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,127 $10.1K <0.01% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,119 $9.99K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 986 $9.98K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,102 $9.84K <0.01% -70 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,085 $9.69K <0.01% +115 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,066 $9.52K <0.01% +195 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,063 $9.49K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,053 $9.41K <0.01% -2,173 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,031 $9.21K <0.01% +251 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,019 $9.1K <0.01% -132 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,014 $9.06K <0.01% -114 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,092 $9K <0.01% +483 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $8.93K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 969 $8.65K <0.01% +757 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 951 $8.5K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 922 $8.23K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 911 $8.13K 0.12% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 900 $8.04K <0.01% +119 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 952 $8K <0.01% -219 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 864 $8K <0.01% -348 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 893 $7.97K 0.01% +277 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 891 $7.96K <0.01% +509 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 891 $7.96K <0.01% -22 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 7,635 $7.63K 0.01% +6,780 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 854 $7.63K <0.01% +374 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 844 $7.54K <0.01% +4 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 826 $7.38K <0.01% +31 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 826 $7.38K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 824 $7.36K <0.01% +24 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 818 $7.3K <0.01% -38 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 815 $7.28K -99 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 814 $7.27K <0.01% -53 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 808 $7.21K <0.01% +195 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 791 $7.06K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 790 $7.05K <0.01% -1,589 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 784 $7K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 716 $7K <0.01% -457 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 781 $6.97K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 774 $6.91K <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 760 $6.79K <0.01% -2,277 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 748 $6.68K <0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 738 $6.59K <0.01% +182 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 707 $6.31K <0.01% -24 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 706 $6.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 701 $6.26K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 697 $6.23K <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 687 $6.13K 0.01% +318 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 682 $6.09K <0.01% -915 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 680 $6.07K <0.01% -69 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 718 $6K <0.01% -207 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 664 $5.93K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 650 $5.8K <0.01% +399 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 641 $5.73K <0.01% +191 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 633 $5.7K <0.01% -2,677 13F-HR Timeline MOTCO More: the full row for MOTCO 649 $5.67K <0.01% -297 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 618 $5.51K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 613 $5.47K <0.01% -420 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 600 $5.36K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 599 $5.35K <0.01% -31 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 599 $5.35K <0.01% -3,460 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 597 $5.33K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 596 $5.32K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 586 $5.24K <0.01% -144 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 583 $5.21K <0.01% +21 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 568 $5.07K <0.01% +68 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 561 $5.07K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 624 $5K <0.01% -422 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 609 $5K <0.01% -76 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 542 $4.84K <0.01% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 531 $4.74K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 531 $4.74K 0.09% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 530 $4.73K <0.01% -63 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 517 $4.62K <0.01% +30 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 500 $4.59K <0.01% +335 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 513 $4.58K <0.01% new 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 508 $4.54K <0.01% -34 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 507 $4.53K <0.01% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 505 $4.51K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 500 $4.47K <0.01% +289 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $4.46K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 466 $4.16K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 465 $4.15K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 463 $4.13K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 453 $4.05K <0.01% +159 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 468 $4K <0.01% +16 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 432 $4K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 372 $4K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 436 $3.89K <0.01% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 421 $3.76K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 420 $3.75K <0.01% +29 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 419 $3.74K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 413 $3.69K <0.01% +6 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 409 $3.65K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 396 $3.54K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 386 $3.45K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 383 $3.42K <0.01% -493 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 380 $3.39K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 379 $3.38K <0.01% +273 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 376 $3.36K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 372 $3.34K <0.01% +20 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 371 $3.31K <0.01% -2,143 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 369 $3.3K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 359 $3.21K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 351 $3.13K <0.01% -1,006 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 351 $3.13K <0.01% +2 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 349 $3.12K <0.01% -8,265 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 347 $3.1K <0.01% -59 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 346 $3.1K <0.01% -7 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 337 $3.01K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 438 $3K <0.01% +219 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 327 $3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 334 $2.98K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 333 $2.98K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 333 $2.97K <0.01% -3,407 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 323 $2.88K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 322 $2.87K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 312 $2.79K <0.01% -24 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 303 $2.78K <0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 310 $2.77K <0.01% 0 13F-HR/A Timeline North Capital, Inc. More: the full row for North Capital, Inc. 310 $2.77K <0.01% +1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 304 $2.71K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 304 $2.71K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 301 $2.69K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 297 $2.65K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 293 $2.62K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 291 $2.6K <0.01% -530 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 289 $2.58K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 275 $2.46K <0.01% -98 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 269 $2.4K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 268 $2.39K <0.01% -10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 264 $2.36K <0.01% -53 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 258 $2.3K <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 256 $2.29K <0.01% +15 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 248 $2.21K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 248 $2.21K <0.01% +246 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 241 $2.16K <0.01% -273 13F-HR Timeline