Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,076 $236K 0.03% -138 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,024 $234K 0.01% -26 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,016 $233K 0.05% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $232K 0.06% 0 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $232K 0.02% 0 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,993 $231K 0.07% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,978 $229K 0.11% -43 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,971 $228K 0.02% -582 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,964 $227K 0.04% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,955 $226K 0.03% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,952 $226K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,941 $225K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,938 $224K 0.07% +65 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,929 $223K 0.16% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 1,922 $223K 0.09% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,914 $222K 0.03% new 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 1,912 $221K 0.18% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,905 $221K 0.04% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,902 $220K 0.05% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,898 $220K 0.01% +204 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,897 $220K <0.01% +24 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,889 $219K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,889 $219K 0.01% new 13F-HR/A Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,879 $218K 0.19% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,877 $217K 0.03% -67 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,871 $217K 0.07% new 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,868 $216K 0.17% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,862 $215K 0.01% -211 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,848 $214K 0.02% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,843 $213K 0.17% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,839 $213K <0.01% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,822 $211K 0.07% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,819 $211K 0.05% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,814 $210K 0.03% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,812 $210K 0.05% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,811 $210K 0.11% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,807 $209K 0.01% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,806 $209K 0.06% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,804 $209K 0.07% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,802 $209K 0.09% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,802 $209K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,802 $209K 0.03% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,800 $208K 0.04% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,797 $208K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,781 $206K 0.02% +714 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,779 $206K <0.01% -733 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,778 $206K 0.03% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,770 $205K <0.01% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,767 $205K 0.07% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,764 $204K 0.19% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,761 $204K 0.09% -402 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,760 $204K 0.11% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,750 $203K 0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,750 $203K 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,747 $202K <0.01% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,715 $199K <0.01% +683 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,704 $197K 0.05% +124 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,686 $195K 0.01% -187 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,680 $194K 0.05% +130 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,676 $194K 0.12% -50 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,735 $193K 0.02% +756 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,664 $193K 0.02% +416 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,633 $189K 0.01% +431 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,576 $182K 0.02% +739 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,487 $172K 0.04% +619 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,436 $166K 0.01% +35 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,412 $165K <0.01% +80 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,412 $163K 0.04% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,405 $163K 0.09% -146,766 13F-HR Timeline Trust Co More: the full row for Trust Co 1,379 $160K 0.01% +11 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,386 $160K 0.06% +3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,338 $155K 0.04% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,314 $152K 0.01% +789 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,222 $141K 0.03% -3,108 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,213 $140K <0.01% +9 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,212 $140K 0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,187 $137K 0.07% +185 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,150 $133K 0.14% -78 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,134 $131K <0.01% +103 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,128 $131K 0.01% 0 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 1,060 $123K <0.01% -50 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,054 $122K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,050 $122K <0.01% -238 13F-HR/A Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,059 $119K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $116K 0.09% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 982 $114K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 976 $113K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 966 $112K 0.01% +78 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 955 $111K 0.06% +9 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 913 $106K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 903 $105K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 902 $104K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 893 $104K 0.07% -21 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 884 $103K 0.02% +11 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 882 $102K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 882 $102K <0.01% +269 13F-HR Timeline Boit C F David More: the full row for Boit C F David 867 $100K 0.04% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 864 $100K 0.02% +64 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 867 $100K <0.01% -3,474 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 863 $99.9K 0.04% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 862 $99.8K 0.01% -89 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 840 $96.8K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 816 $94.5K 0.01% -175 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 802 $92.8K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 786 $91K 0.03% +348 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 772 $89.4K <0.01% +2 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 755 $87.4K 0.05% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 732 $85K <0.01% -15 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 733 $84.9K 0.04% +101 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 708 $81.9K 0.01% +64 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 694 $80.3K <0.01% -55 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 668 $77.4K 0.02% -16 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 661 $76.5K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 656 $75.9K 0.01% -100 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 617 $71.4K 0.02% -250 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 612 $70.9K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $69.5K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 597 $68.7K 0.01% +322 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 587 $68K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 584 $67.6K 0.01% -37 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 584 $67.6K 0.03% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 580 $67.1K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 571 $66.1K 0.01% +176 13F-HR Timeline CNB Bank More: the full row for CNB Bank 564 $65.3K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 600 $62.5K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 540 $62.5K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 521 $60.3K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 520 $60.2K 0.05% -3,536 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 519 $60.1K <0.01% new 13F-HR/A Timeline MidFirst Bank More: the full row for MidFirst Bank 506 $58.6K <0.01% +24 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 504 $58.3K <0.01% +8 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 496 $57.4K 0.04% -5 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 485 $56.2K 0.01% +281 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 480 $55.6K 0.01% +6 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 474 $54.9K 0.07% +423 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 465 $53.9K 0.05% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 465 $53.8K <0.01% new 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 458 $53K 0.01% new 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 457 $52.9K <0.01% +24 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 453 $52.4K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 451 $52K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $50.9K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 430 $49.8K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 423 $49K 0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 420 $48.7K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 418 $48.3K 0.01% -29 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 415 $48.1K <0.01% +398 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 414 $47K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $46.3K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 397 $46K <0.01% +42 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 391 $45.3K <0.01% -65 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 380 $44K 0.04% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 378 $43.8K 0.03% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 398 $43.4K 0.03% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 366 $42.4K 0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 362 $41.9K 0.01% +345 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 343 $39.7K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 340 $39.4K 0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 338 $39.1K 0.01% -287 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 337 $39K 0.01% +253 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 333 $38.6K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 332 $38.4K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 332 $38.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 326 $37.7K <0.01% +127 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 326 $37.7K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 316 $36K <0.01% -33 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 300 $34.7K 0.01% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 295 $34.2K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 294 $34K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 294 $34K 0.02% +3 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 291 $33.7K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 290 $33.6K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 280 $32.4K 0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 279 $32.3K 0.01% -81 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 278 $32.2K 0.01% +42 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 300 $31.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 265 $31.2K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 265 $30.6K <0.01% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 259 $30K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 252 $29.2K 0.03% +22 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 250 $28.9K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 249 $28.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 247 $28.6K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 246 $28.5K <0.01% +131 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 245 $28.4K 0.01% -127 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 240 $27.8K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 236 $27.5K <0.01% +214 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 231 $26.7K 0.01% +6 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 228 $26.4K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 228 $26.4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 227 $26.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 219 $25.4K 0.02% -129 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 205 $23.7K 0.01% -80 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 202 $23.4K <0.01% +6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $23.2K <0.01% -78 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $23.2K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 199 $23K 0.02% +44 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 196 $22.7K <0.01% +27 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 193 $22.3K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 193 $22.3K 0.02% +5 13F-HR Timeline