Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 27,041 $1.19M 0.15% -2,046 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,018 $1.19M 0.13% -673 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 26,966 $1.19M 0.04% +1,634 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 26,895 $1.18M 0.46% +90 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 26,821 $1.18M 0.62% -323 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,805 $1.18M 0.07% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 26,729 $1.18M 0.35% -6,812 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 26,703 $1.18M 0.04% +9,075 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 26,600 $1.17M 0.38% 0 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 26,581 $1.17M 0.24% -732 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,578 $1.17M 0.16% -2,587 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 26,559 $1.17M 0.66% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 26,528 $1.17M 0.11% -1,368 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 26,483 $1.17M 0.39% +2,321 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,381 $1.16M 0.01% +2,029 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 26,318 $1.16M 0.37% -22,953 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,057 $1.15M 0.03% -2,793 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 25,800 $1.14M 0.17% -1,119 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 25,709 $1.13M 1.12% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 25,663 $1.13M 0.27% -63 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 25,656 $1.13M 0.2% -8,166 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 25,684 $1.13M 0.17% +6,873 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 25,521 $1.12M 0.85% +1,381 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25,510 $1.12M 0.91% -3,092 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 25,509 $1.12M 0.34% +1,247 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 25,484 $1.12M 0.05% -1,076 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 25,758 $1.12M 0.8% +2,253 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 25,391 $1.12M 0.45% +1,276 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 25,311 $1.12M 0.45% +864 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 25,381 $1.12M 0.23% +19,215 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,335 $1.12M 0.37% -3,724 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,275 $1.11M 0.11% +1,917 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,219 $1.11M 0.68% +2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 25,019 $1.1M <0.01% +14,288 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,989 $1.1M 0.26% -668 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 24,974 $1.1M 0.23% +920 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 24,918 $1.1M 0.23% +459 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 24,796 $1.09M 1.06% +7,352 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,794 $1.09M 0.05% +2,793 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 24,724 $1.09M 0.3% -348 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 24,662 $1.09M 0.91% +1,298 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,505 $1.08M 0.16% -680 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 24,242 $1.07M 0.07% -105,878 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 24,181 $1.06M 0.55% +830 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 24,152 $1.06M 0.27% -37 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 23,883 $1.05M 0.11% +1,277 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 23,843 $1.05M 0.16% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 23,795 $1.05M 0.23% +792 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 23,789 $1.05M 0.11% +592 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 23,777 $1.05M 0.38% -49 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,644 $1.04M 0.09% +2,038 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 24,276 $1.04M 0.23% +1,247 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 23,585 $1.04M 0.46% +696 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 23,413 $1.03M 0.09% new 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 23,375 $1.03M 0.28% +2,253 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 23,274 $1.02M 0.35% -272 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23,269 $1.02M 0.48% +3,783 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 23,256 $1.02M 0.39% -46,254 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 23,230 $1.02M 0.92% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 23,204 $1.02M 0.3% +404 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,175 $1.02M 0.04% -610 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 23,068 $1.02M 0.53% +717 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 22,991 $1.01M 0.06% +1,927 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 22,965 $1.01M 0.18% -764 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,945 $1.01M 0.07% -2,139 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 22,855 $1.01M 0.06% +334 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 22,836 $1.01M 0.86% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,823 $1M 0.07% -2,437 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 22,810 $1M 0.88% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 22,714 $1M 0.14% -42,774 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,669 $998K 0.51% -150 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 22,633 $997K 0.55% -8,324 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 22,609 $996K 0.92% -1,775 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 22,572 $994K 0.3% -437 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,580 $994K 0.26% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 20,064 $992K 0.36% -5,784 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 22,496 $991K 0.26% +1,620 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 22,400 $986K <0.01% -2,300 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 22,383 $986K 0.23% +17,259 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 22,223 $979K 0.45% -1,996 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 22,160 $976K 0.15% +609 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 22,132 $975K 0.18% +45 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 22,100 $973K 0.22% +2,365 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 22,030 $970K 0.46% -3,842 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 21,996 $969K 0.04% +993 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 21,928 $966K 0.2% -9,293 13F-HR Timeline Friday Financial More: the full row for Friday Financial 21,913 $965K 0.66% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,806 $960K 0.06% +583 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 21,747 $958K 0.96% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,592 $951K 0.03% -1,011 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 21,585 $951K 0.02% +891 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 21,568 $950K 0.1% -8,435 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 21,503 $947K 0.03% 0 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 21,402 $943K 0.86% 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 21,391 $942K 0.84% +3,114 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,370 $941K 0.08% +29 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 21,313 $939K 0.44% -93 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 21,313 $939K 0.28% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 21,254 $936K 0.19% +2,519 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 21,100 $929K 0.31% +11,000 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 21,084 $929K 0.01% -172 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 21,079 $928K 0.07% +706 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,057 $927K 0.26% +502 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 21,052 $927K 0.06% +14,971 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 21,006 $925K 0.68% +446 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,925 $922K 0.07% +1,929 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 20,862 $919K 0.18% -6 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 20,754 $914K 0.15% +405 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 20,741 $914K 0.26% +1,288 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 20,758 $913K <0.01% +788 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 20,697 $911K 0.81% 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 20,657 $910K 0.7% -343 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 20,452 $901K 0.4% -13,605 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 20,438 $900K 0.17% +228 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 20,429 $900K 0.53% -1,097 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,376 $897K 0.13% +3,953 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 20,293 $894K 0.07% +4,429 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 20,219 $890K 0.06% +8,850 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,203 $890K 0.3% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,183 $889K 0.23% -325 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 20,169 $888K 0.79% 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 20,129 $886K 0.18% +544 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,046 $883K 0.47% -575 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,010 $881K 0.04% +591 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 19,978 $880K 0.09% +100 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,959 $879K 0.78% 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 19,924 $877K 0.17% -540 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 19,883 $876K 0.7% +7,473 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 19,709 $868K 0.1% +13,836 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 19,675 $866K 0.57% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 19,651 $865K 0.03% -2,134 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,622 $864K 0.02% +2,130 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 19,615 $864K 0.24% -360 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 19,348 $861K 0.43% 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 19,546 $861K 0.83% 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 19,436 $856K 0.02% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 19,407 $855K 0.05% +545 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,381 $854K 0.01% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 19,379 $853K 0.18% +3,010 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 19,206 $846K 0.44% +883 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 19,201 $846K 0.6% +16 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 19,329 $841K -3,689 Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,549 $840K 0.38% 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 18,980 $836K 0.34% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 18,774 $834K 0.4% -170 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 18,836 $830K 0.23% -2,153 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 18,829 $829K 0.11% -57 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 18,824 $829K 0.24% +128 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18,770 $827K 0.53% +330 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 18,729 $825K 0.17% -182 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 18,711 $824K 0.09% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 18,677 $823K 0.04% +8,200 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 18,614 $822K 0.35% -9 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 18,634 $821K 0.01% +2,781 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18,523 $816K 0.03% +464 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 18,521 $816K 0.19% -4,713 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,493 $814K 0.12% -977 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 18,475 $814K 0.25% +1,105 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 18,459 $813K 0.62% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,337 $808K 0.27% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 18,194 $801K 0.22% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 18,171 $800K 0.22% -1,167 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,046 $795K 0.03% +7,015 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 18,043 $795K 0.41% +2,113 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 18,034 $794K 0.25% -197 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,026 $794K 0.12% -2,335 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 17,976 $792K 0.16% +138 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 17,948 $790K 0.56% -18,414 13F-HR Timeline MOTCO More: the full row for MOTCO 17,937 $790K 0.08% +791 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 17,900 $788K 0.13% -210,240 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 17,784 $783K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 17,784 $783K 0.33% -637 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 17,740 $781K 0.46% +1,481 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 17,723 $781K 0.28% -276 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 17,701 $780K 0.06% -18,150 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,581 $774K 0.11% +3,206 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 17,543 $773K 0.1% +1,272 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 17,513 $771K 0.25% -2,034 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,503 $771K 0.01% +2,237 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 17,480 $770K <0.01% +138 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,313 $762K 0.15% -609 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,236 $759K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 17,151 $755K 0.32% -4,557 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 17,123 $754K 0.61% +224 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 17,030 $750K 0.31% -799 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,004 $749K 0.05% -109 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 16,933 $746K 0.2% -2,117 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,842 $742K 0.4% +1,794 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,820 $741K 0.02% +4,046 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,805 $740K 0.11% -1,487 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16,731 $737K 0.04% -866 13F-HR/A Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 16,687 $735K 0.69% 13F-HR Timeline Prosperity Planning, Inc. 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