SP Asset Management LLC More: the full row for SP Asset Management LLC 26,480 $1.31M 0.11% -339 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 26,405 $1.31M 0.48% +30 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 26,387 $1.31M 0.76% -1,584 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,181 $1.29M <0.01% new 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,097 $1.29M 0.07% -335 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26,042 $1.29M 0.09% +169 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 25,940 $1.28M 0.35% -813 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 25,873 $1.28M 0.02% +21,255 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 25,804 $1.28M 0.09% -3,626 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,748 $1.28M 0.6% -478 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 25,744 $1.27M 0.25% -140 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 25,645 $1.27M 0.67% +1,043 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 25,642 $1.27M 0.22% +1,288 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 25,629 $1.27M 0.68% +19,323 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 25,533 $1.26M 0.39% -1,300 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 25,490 $1.26M 0.13% -5,987 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,375 $1.25M 0.08% +1,304 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 25,300 $1.25M 0.19% -10 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 25,185 $1.25M 0.15% -10,810 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 25,136 $1.24M 0.18% +16,910 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,121 $1.24M 0.16% +1,427 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 25,090 $1.24M 0.02% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 25,087 $1.24M 0.11% +1,503 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 25,041 $1.24M 0.06% -7,968 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 25,013 $1.24M 0.25% -864 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 24,973 $1.24M 1.1% +327 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 24,956 $1.23M 0.1% -1,474 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 24,916 $1.23M 0.64% -616 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 24,899 $1.23M 0.12% -13,181 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 24,783 $1.23M 0.56% +2,067 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 24,745 $1.22M 0.9% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 24,335 $1.2M 0.04% -2,295 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 24,285 $1.2M 0.45% +17,596 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 24,177 $1.2M <0.01% +2,588 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 24,233 $1.2M 0.08% -790 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 24,221 $1.2M 0.58% -11 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 24,141 $1.19M 0.67% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,126 $1.19M 0.08% +1,135 13F-HR/A Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 24,084 $1.19M 0.16% -41,739 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 23,911 $1.18M 0.77% +2,856 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 23,847 $1.18M 0.36% -3,396 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 23,729 $1.17M 0.24% -300 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 23,686 $1.17M 0.25% -609 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 23,644 $1.17M 0.28% +2,334 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,634 $1.17M 0.27% -139 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 23,631 $1.17M 0.18% +58 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 23,559 $1.17M 0.11% -12,800 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 23,481 $1.16M 0.36% +404 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,461 $1.16M 0.05% +4,524 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,439 $1.16M 0.94% +5 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,340 $1.15M 0.03% +1,785 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 23,198 $1.15M 0.27% -1,197 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 23,187 $1.15M 0.14% +259 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,153 $1.15M <0.01% -13,325 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,119 $1.14M 0.16% -577 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 23,116 $1.14M 0.36% -252 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 23,051 $1.14M 0.23% -44,858 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 23,018 $1.14M 0.52% +5,522 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 23,012 $1.14M <0.01% -1,974 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 22,985 $1.14M 0.06% +335 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 22,932 $1.13M 0.04% -911 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 22,916 $1.13M 0.28% +420 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 22,886 $1.13M 0.03% +1,383 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 22,803 $1.13M 0.17% -724 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 22,715 $1.12M 0.92% -515 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 22,684 $1.12M 0.27% -3,745 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 22,635 $1.12M 0.11% +7,070 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 22,617 $1.12M 0.28% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 22,605 $1.12M 0.85% 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,580 $1.12M 0.29% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 22,539 $1.11M 0.57% +626 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 22,537 $1.11M 0.16% -870 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 22,400 $1.11M <0.01% -1 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,364 $1.11M 0.08% +296 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 22,347 $1.11M 0.85% -326 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 22,258 $1.1M 0.08% -19,670 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 22,170 $1.1M 0.22% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 21,948 $1.09M 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,925 $1.08M 0.12% -3,023 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 21,892 $1.08M 0.46% +401 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 21,717 $1.07M <0.01% 0 13F-HR/A Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 21,533 $1.07M 0.34% +7,469 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 21,542 $1.06M 1.59% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,416 $1.06M 0.18% +265 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 21,313 $1.05M 0.29% +1,000 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 21,206 $1.05M 0.29% +48 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 21,030 $1.04M 0.5% +393 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 21,027 $1.04M 0.31% -915 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,026 $1.04M 0.46% -1,720 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 20,932 $1.04M 0.72% -9,677 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 20,919 $1.03M 0.29% +184 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,439 $1.03M 0.33% -241 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,837 $1.03M 0.08% -1,443 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 20,826 $1.03M 0.27% -2,556 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 20,821 $1.03M 0.16% -33 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 20,372 $1.03M 0.35% +1,265 13F-HR Timeline Busey Bank More: the full row for Busey Bank 20,710 $1.02M 0.03% +643 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,708 $1.02M 0.28% -110 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 20,679 $1.02M 0.96% +28 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,613 $1.02M 0.03% +6,433 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 20,590 $1.02M 0.72% -18,148 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 20,539 $1.02M 0.1% +571 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 20,208 $1M 0.39% -21,579 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 20,231 $1M 1.1% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 20,229 $1M 0.24% -2,278 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 20,971 $993K 0.44% +10,491 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 19,966 $988K 0.64% +822 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,963 $987K 0.05% -1,021 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,959 $987K 0.8% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 19,915 $985K 0.06% +774 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 19,900 $984K 0.08% -5,350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 19,822 $980K 0.37% +1,639 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 19,815 $980K 0.29% -600 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 19,795 $979K 0.34% +682 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 19,716 $975K 0.24% -45 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 19,709 $975K 0.01% -6,454 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 19,800 $974K 0.77% 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 19,694 $974K 0.19% -130 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 19,617 $970K 0.06% -3,878 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 19,611 $970K 0.07% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,531 $966K 0.01% +150 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 19,397 $963K 0.44% +1,489 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,375 $962K 0.36% +239 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,385 $959K 0.03% -15,434 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 19,375 $958K 0.51% +4,440 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 19,301 $955K 0.77% +1,544 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 19,269 $953K 0.25% +437 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 19,268 $953K 0.17% -1,694 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 19,260 $953K 0.21% -1,573 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 19,222 $951K 0.43% +5,461 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,107 $945K 0.09% -299,283 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 19,073 $943K 0.13% -85 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 18,980 $939K 0.35% -100 13F-HR Timeline Essex LLC More: the full row for Essex LLC 18,886 $934K 0.18% +3,211 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,876 $934K 0.13% -895 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 18,874 $934K 0.41% -2,053 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 18,833 $931K 0.44% +901 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,805 $930K 0.02% -105 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18,737 $927K 0.03% -2,313 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 18,733 $927K 0.48% -2,701 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18,492 $917K 0.35% -687 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 18,522 $916K 0.12% +940 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 18,470 $914K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18,453 $913K 0.61% +12,915 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 18,389 $910K 0.25% -419 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 18,381 $909K 0.46% +2,907 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,340 $907K 0.09% +2,199 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,330 $907K 0.12% +112 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 18,315 $906K 0.25% -7,484 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 18,310 $906K 0.24% -132 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,175 $899K 0.01% +5,683 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18,136 $897K 0.55% -650 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,104 $895K 0.18% -2,209 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 18,065 $894K 0.16% -2,803 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 18,027 $892K 0.31% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 18,001 $890K 0.93% -3,778 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 $885K 0.14% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 17,839 $882K 0.11% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 17,770 $879K 0.26% +845 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 17,761 $878K 0.61% -2,023 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 17,717 $876K 0.04% -17,722 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,703 $876K 0.35% -39 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 17,607 $871K 0.09% +7,601 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,595 $870K 0.03% +82 13F-HR/A Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 17,544 $868K 0.22% -307 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 17,541 $868K 0.43% +6,447 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 17,532 $867K 0.17% +154 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,514 $866K 0.29% -534 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 17,494 $865K 0.13% -94 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 17,425 $862K 0.6% -311 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 17,368 $859K 0.43% +612 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 17,330 $857K 0.68% +693 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 17,328 $857K 0.97% -2,218 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,260 $854K 0.07% +114 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 17,260 $854K 0.23% -219 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 17,167 $849K 0.8% -13,249 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 17,144 $848K 0.61% -23,366 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 17,038 $843K 0.16% -804 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,989 $840K 0.06% +2,274 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 16,854 $834K 0.06% +335 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 16,822 $832K 0.27% +49 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 16,730 $827K 0.6% -459 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 16,708 $826K 0.31% -70 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,693 $826K 0.1% -1,163 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 16,692 $826K 0.21% -612 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 16,662 $824K 0.13% -147 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,645 $823K 0.07% +3,360 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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