Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,100 $486K 0.35% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,098 $486K 0.34% +31 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,206 $483K 0.05% +1,193 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,078 $481K 0.37% +34 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,078 $481K 0.06% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,064 $478K 0.26% -11,995 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,055 $476K 0.22% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,048 $474K 0.01% +23 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,038 $472K 0.1% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,040 $471K 0.02% +100 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,033 $471K 0.03% new 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 2,021 $468K 0.16% +102 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,020 $468K 0.17% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,014 $466K 0.12% +500 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,014 $466K 0.01% +574 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,009 $465K 0.13% -196 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,002 $463K 0.47% +102 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,000 $463K 0.07% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,997 $462K 0.01% -59 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,996 $462K 0.39% -78 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,995 $462K 0.13% -147 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,990 $461K 0.16% -105 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,990 $461K 0.24% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,983 $459K 0.05% -100 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,979 $458K 0.17% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,976 $457K 0.18% -246 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,976 $457K 0.41% -9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,973 $457K 0.04% +231 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,971 $456K 0.06% +2 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,967 $456K 0.19% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,966 $455K 0.03% -60 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,952 $452K 0.16% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,951 $452K 0.01% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,950 $451K 0.1% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,949 $451K 0.08% +4 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,944 $450K 0.65% -47 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,944 $450K 0.16% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,941 $449K 0.03% +97 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,938 $449K 0.06% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,937 $449K 0.26% -43 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,935 $448K 0.39% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,929 $447K 0.16% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,929 $447K 0.05% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,927 $446K 0.11% +4 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,927 $446K 0.02% -27 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,922 $445K 0.12% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,918 $444K 0.02% +63 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,918 $444K 0.1% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,913 $443K 0.11% -3 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,907 $441K 0.03% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,892 $438K 0.03% -210 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,888 $437K 0.14% +100 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,883 $436K 0.67% -450 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,883 $436K 0.18% +3 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,882 $436K 0.07% +1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $435K 0.19% +700 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,877 $435K 0.12% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,871 $433K 0.38% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,869 $433K 0.05% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,861 $431K 0.24% -194 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,858 $430K 0.09% -92 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,858 $430K 0.02% -948 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,854 $429K 0.04% -162 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,850 $428K 0.24% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,850 $428K 0.17% -255 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,848 $428K 0.1% -8 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,826 $423K 0.02% -62 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,819 $421K 0.06% +500 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,817 $421K 0.44% -45 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,808 $419K 0.05% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,799 $417K 0.01% +143 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,800 $417K 0.02% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,792 $415K 0.04% -82 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,791 $415K 0.17% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,781 $412K 0.05% +21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,780 $412K 0.17% -224 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,775 $411K 0.04% -85 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,809 $410K 0.04% -306 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,763 $408K 0.1% -43 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,760 $408K 0.2% +127 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,760 $407K 0.1% +176 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,759 $407K 0.04% +78 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,759 $407K 0.04% +102 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,757 $407K 0.07% +414 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,756 $407K 0.12% +6 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,754 $406K 0.19% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,753 $406K 0.07% +8 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,740 $403K 0.08% +9 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,735 $402K 0.02% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,732 $401K 0.2% +3 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 1,730 $401K 0.3% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,729 $400K 0.16% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,728 $400K 0.02% -96 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,725 $399K 0.03% +47 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,721 $398K 0.09% +3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,717 $398K 0.09% -94 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,716 $397K 0.47% -979 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,712 $396K 0.13% -20 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,711 $396K 0.07% +2 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,708 $395K 0.08% +155 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,707 $395K 0.05% -1,638 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,701 $394K 0.13% -15 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,701 $394K 0.16% +221 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,700 $393K 0.07% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,697 $393K 0.04% +12 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 1,695 $392K 0.02% -522 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 1,692 $392K 0.08% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,691 $392K 0.17% -229 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,691 $391K 0.08% -24 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,684 $390K 0.04% +6 13F-HR/A Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,684 $390K 0.19% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,683 $390K 0.08% -81 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 1,682 $389K 0.39% -19 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,682 $389K 0.07% +105 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,927 $389K 0.25% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,678 $388K 0.05% +23 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,674 $388K 0.06% +23 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,667 $386K 0.19% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,665 $385K 0.18% -215 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,665 $385K 0.27% -45 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,661 $385K 0.02% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,657 $384K 0.03% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,657 $384K 0.04% +8 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,652 $383K 0.07% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,647 $381K 0.01% +66 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,646 $381K 0.02% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,642 $380K 0.09% +3 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,641 $380K 0.13% +37 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,635 $379K 0.03% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,631 $378K 0.06% +13 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,631 $378K 0.16% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,628 $377K 0.05% -8 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,626 $376K 0.26% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,618 $375K 0.23% -370 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,618 $375K 0.04% +61 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,617 $374K 0.23% +65 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,614 $373K 0.05% -12,056 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,675 $373K 0.2% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,607 $372K 0.04% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,607 $372K 0.06% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,597 $370K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,596 $369K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,595 $369K 0.06% +906 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,592 $369K 0.14% -17 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,586 $367K 0.03% +213 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,580 $366K 0.18% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,575 $365K 0.25% +75 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,572 $364K 0.01% +455 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,571 $364K 0.04% +66 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,569 $363K 0.03% +556 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,568 $363K 0.1% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,567 $363K 0.07% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,564 $362K 0.02% -152 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,564 $362K 0.3% -198 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,562 $362K 0.3% +24 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,562 $362K 0.06% +62 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,556 $360K 0.12% +59 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,555 $360K 0.24% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,550 $359K 0.04% +177 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,548 $358K 0.29% +46 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,581 $358K 0.08% +2 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,545 $358K 0.03% -1,073 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,544 $357K 0.01% +277 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,542 $357K 0.72% +48 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,533 $355K 0.04% +45 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,532 $355K 0.02% +4 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,527 $353K 0.05% +1 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,515 $353K 0.24% -207 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,523 $353K 0.08% +5 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,522 $352K 0.06% +5 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,520 $352K 0.25% +25 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,516 $351K +12 Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,514 $351K 0.02% +35 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,510 $350K 0.04% +237 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,509 $349K 0.15% +46 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,728 $349K 0.23% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,504 $348K 0.08% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,503 $348K 0.02% +10 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,503 $348K 0.18% -22 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $347K 0.07% +200 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,499 $347K 0.01% +92 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,496 $346K 0.36% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,489 $345K 0.17% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,483 $343K 0.29% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,482 $343K 0.02% +44 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,479 $342K 0.05% +86 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,477 $342K 0.16% -6 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,476 $342K 0.25% -87 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,475 $341K 0.02% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,472 $341K 0.05% -5,735 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,471 $341K 0.03% -65 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,467 $340K 0.07% -240 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,462 $338K 0.11% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,461 $338K 0.3% +43 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,461 $338K 0.03% -2 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,459 $338K 0.13% +307 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,457 $337K 0.1% +4 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,456 $337K 0.02% -491 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,455 $337K 0.01% -20 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,455 $337K 0.17% new 13F-HR Timeline