Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 8,459 $226K 0.02% -323 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,457 $225K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,440 $225K 0.01% -394 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,419 $224K 0.09% +279 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,399 $224K 0.01% +92 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,384 $224K 0.01% +852 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,363 $223K 0.01% -379 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8,350 $223K 0.05% +6,236 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,307 $221K 0.02% +214 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,282 $221K 0.01% +151 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,253 $220K 0.11% +171 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,236 $220K 0.01% +120 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,066 $219K 0.01% -1,213 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,304 $217K <0.01% -391 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 8,108 $216K <0.01% +8,056 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,096 $216K 0.01% -1,625 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,051 $215K 0.01% -685 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,000 $213K <0.01% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,996 $213K 0.06% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,980 $213K 0.11% -486 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,186 $213K <0.01% -171 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 7,952 $212K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,912 $211K <0.01% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,880 $210K 0.06% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,866 $210K 0.01% +546 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,838 $209K 0.01% +241 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 7,759 $207K 0.12% -1,759 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 7,733 $206K 0.11% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,723 $206K 0.02% new 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,459 $172K 0.03% -22,177 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,266 $167K <0.01% +332 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,247 $167K <0.01% -3 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,035 $161K 0.06% -677 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,978 $159K 0.01% -189 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 5,916 $158K 0.11% +4,486 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,627 $150K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,467 $146K 0.07% +386 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,244 $140K 0.01% -99 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,086 $136K 0.01% -400 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,019 $134K 0.01% -1,200 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 4,957 $132K 0.01% -34 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,935 $132K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,900 $131K 0.01% -6,175 13F-HR/A Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,084 $130K 0.11% -1,032 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,779 $127K <0.01% -435 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,478 $119K 0.01% +3,585 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 4,378 $117K 0.07% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 4,233 $117K 0.13% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,351 $116K <0.01% +1,897 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,265 $114K 0.03% -286 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,170 $111K 0.01% +374 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,134 $110K <0.01% +218 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,084 $110K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,122 $110K 0.03% -1,120 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,103 $109K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,960 $106K 0.04% -36 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,958 $106K 0.03% +43 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,865 $103K 0.03% +800 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 3,860 $103K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,838 $102K 0.01% +186 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,701 $98.7K 0.09% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,440 $91.7K <0.01% -1,764,917 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,320 $88.5K 0.01% +117 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,278 $87.4K 0.01% +173 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,269 $87.2K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,127 $83.4K 0.01% +125 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,124 $83.3K 0.02% -30 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,113 $83K <0.01% -193 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,104 $82.8K 0.03% -12 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,033 $80.9K 0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,022 $80.6K 0.01% -39 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,982 $79.5K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,941 $78.4K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,914 $77.7K <0.01% -230 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,870 $76.5K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,837 $75.6K <0.01% -314 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,773 $73.9K <0.01% +212 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,759 $73.6K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,744 $73.2K 0.03% -424 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,771 $72.4K <0.01% +34 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,686 $71.6K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,647 $70.6K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,644 $70.5K <0.01% -385 13F-HR Timeline Group City State Bank More: the full row for City State Bank 2,626 $70K 0.02% -34 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,621 $69.9K 0.01% +2,614 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,545 $67.8K 0.02% -32 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,539 $67.7K <0.01% -37 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,521 $67.2K 0.01% -51 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,516 $67.1K <0.01% +656 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,495 $66.5K 0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,483 $66.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,517 $65.1K 0.01% -7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,400 $64K 0.01% -73 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,360 $62.9K <0.01% -231 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,356 $62.8K 0.01% 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,282 $60.8K <0.01% -1,317 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,257 $60.2K 0.01% -184 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,226 $59.3K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,179 $58.1K <0.01% -87 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,169 $57.8K <0.01% -76 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,138 $57K <0.01% new 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,088 $55.7K <0.01% -7 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,078 $55.4K 0.03% +1,777 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,030 $54.1K 0.01% +135 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,996 $53.2K <0.01% +25 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,984 $53.2K <0.01% -510 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,988 $53K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,984 $53K <0.01% -31 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,986 $52.9K 0.02% +144 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,967 $52.4K 0.02% -8 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,966 $52.4K <0.01% +12 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,952 $52K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,946 $51.9K 0.01% -36 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,907 $50.8K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,897 $50.6K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,889 $50.4K 0.01% -40 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,878 $50.1K 0.01% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,862 $49.6K 0.02% +687 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,841 $49.1K <0.01% +38 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,837 $49K -66 Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,817 $48.4K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,784 $47.6K 0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,780 $47.5K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,779 $47.4K 0.01% -2 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,778 $47.4K 0.06% +300 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,776 $47.3K <0.01% -4 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,760 $47.2K 0.02% -202 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,761 $46.9K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,722 $45.9K 0.01% +231 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,712 $45.6K 0.03% -1,225 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,710 $45.6K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,701 $45.3K <0.01% -1,529 13F-HR/A Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,699 $45.3K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,698 $45.3K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,676 $44.7K <0.01% +12 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,667 $44.4K <0.01% +418 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,659 $44.2K 0.01% -111 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 1,646 $43.9K 0.02% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,608 $42.9K 0.01% -55 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,588 $42.3K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,588 $42.3K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,585 $42K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,572 $41.9K 0.02% -7 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,567 $41.8K 0.02% +1,525 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,540 $41.1K 0.01% +76 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,510 $40.3K 0.01% +17 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,486 $40K 0.01% -96 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,497 $39.9K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,489 $39.7K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,413 $37.7K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 1,215 $32.4K <0.01% -533 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,197 $32.1K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,152 $30K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,113 $29.7K 0.01% +427 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,109 $29.6K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,089 $29K 0.02% +140 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,095 $29K <0.01% +39 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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