Partners in Financial Planning More: the full row for Partners in Financial Planning 4,045 $242K 0.05% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,282 $242K 0.01% +237 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,041 $241K 0.02% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,035 $241K 0.06% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,028 $241K 0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,012 $240K 0.01% -52 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,000 $239K 0.15% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,996 $239K 0.01% -952 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,994 $239K 0.19% +76 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,990 $238K 0.02% new 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,012 $238K 0.02% -50 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,966 $237K 0.03% -347 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,951 $236K 0.16% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,942 $236K 0.17% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,088 $234K 0.06% +32 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,923 $234K 0.01% -104 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,907 $234K 0.1% +36 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,898 $233K 0.09% -5,096 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,888 $232K 0.15% -1,530 13F-HR/A Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,876 $232K 0.14% -50 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,873 $231K 0.06% -434 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,974 $230K 0.24% -176 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,852 $230K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,849 $230K 0.01% +18 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,800 $227K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,745 $224K 0.14% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,743 $224K 0.03% -3 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,739 $223K 0.11% -33 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,737 $223K 0.04% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,736 $223K 0.08% -223 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,729 $223K 0.05% -91 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,729 $223K 0.02% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,715 $222K 0.12% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,724 $222K 0.03% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,709 $222K 0.08% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,701 $221K 0.05% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,697 $221K 0.13% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,689 $220K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,649 $218K 0.14% +56 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,644 $218K 0.01% new 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 3,640 $218K 15.04% -44,400 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,636 $217K 0.03% -643 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,623 $217K 0.04% -142 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,621 $216K 0.12% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,618 $216K 0.02% -1,023 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,615 $216K 0.12% +515 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,605 $215K 0.08% new 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 3,583 $214K 0.17% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,578 $214K 0.09% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,565 $213K 0.03% +595 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,558 $213K 0.1% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,554 $212K 0.1% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,553 $212K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,903 $212K 0.1% -1,227 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,542 $212K 0.09% -205 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,537 $211K 0.1% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,840 $211K 0.14% -80 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,525 $211K 0.07% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,517 $210K 0.01% -2,370 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,503 $209K 0.11% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 3,472 $207K 0.02% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,471 $207K 0.02% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,457 $207K 0.13% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,442 $206K 0.29% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,415 $204K 0.06% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,500 $204K 0.08% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,447 $203K 0.01% -1,087 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,400 $203K 0.18% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,377 $202K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,375 $202K 0.01% -2,096 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,371 $201K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,351 $200K 0.01% new 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 3,207 $192K 0.03% -2,712 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,190 $191K <0.01% +27 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 3,149 $188K 0.19% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,123 $188K 0.13% -19 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,053 $182K 0.11% +484 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,000 $179K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,993 $179K 0.18% -21 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,900 $173K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,796 $167K 0.03% -676 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,792 $167K 0.08% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,778 $166K 0.08% new 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,768 $165K 0.01% -264 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,631 $157K 0.01% +17 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,600 $155K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,600 $155K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,606 $154K 0.07% -1,661 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,525 $151K 0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,515 $150K 0.01% +1,595 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,458 $147K 0.01% 0 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 2,433 $143K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,295 $137K 0.01% -168 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,234 $134K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,225 $133K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,216 $131K 0.01% new 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,191 $131K 0.08% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,178 $130K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,132 $127K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,114 $126K 0.01% -210 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,089 $125K 0.02% +259 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,016 $122K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,029 $121K 0.01% +56 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,023 $121K 0.24% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,000 $120K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,943 $116K <0.01% -174 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,900 $114K 0.05% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,802 $108K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,800 $108K 0.01% +377 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,792 $107K 0.01% -912 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,700 $102K 0.02% +200 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,658 $99.1K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,625 $97K <0.01% +113 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,610 $96.2K 0.03% +760 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,600 $95.6K 0.07% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,573 $94K 0.01% -13,438 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,502 $89.8K 0.03% +67 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,500 $89.6K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,452 $86.8K 0.04% -118 13F-HR Timeline City State Bank More: the full row for City State Bank 1,400 $83.7K 0.03% -214 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,397 $83.5K 0.02% +364 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,368 $81.8K 0.08% +163 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,348 $80.6K 0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,345 $80.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,330 $79.8K 0.04% +125 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,322 $79K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,307 $78K 0.01% +167 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,236 $74K 0.05% -154 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,184 $70.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,175 $70.2K 0.06% -129 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,167 $69.7K 0.01% +105 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,143 $68.3K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,143 $68.3K 0.05% -272 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,126 $67.3K 0.01% +294 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,120 $66.9K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,095 $65.4K 0.02% +185 13F-HR Timeline TOBAM More: the full row for TOBAM 1,076 $64K 0.03% -757 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,064 $63.6K 0.01% +953 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,060 $63.3K 0.02% +202 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,050 $62.7K 0.03% +406 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,048 $62K 0.05% -500 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $59.8K 0.03% -42 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $59.8K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $59.8K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,000 $59.8K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 973 $58.1K 0.01% -17 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 946 $56.6K <0.01% -27 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 930 $55.6K <0.01% +714 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 926 $55.3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 925 $55.3K <0.01% +836 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 921 $55K 0.04% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 916 $54.7K 0.01% +10 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 909 $54.3K 0.07% +244 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 900 $53.8K <0.01% -1,460 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 890 $53.2K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 18,318 $53K 0.01% +17,728 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 858 $51.3K <0.01% +819 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 839 $50.1K 0.01% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 833 $49.8K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 825 $49.3K 0.01% +68 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 725 $48.7K 0.04% -175 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 809 $48.4K 0.03% +7 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 808 $48.3K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 807 $48.2K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 806 $48.2K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 800 $47.8K <0.01% -195 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 799 $47.7K 0.01% -970 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 788 $47.1K 0.04% 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 787 $47K <0.01% +258 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 775 $46.3K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 761 $45.5K 0.01% +10 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 755 $45K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 753 $45K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 749 $44.8K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 731 $43.7K 0.02% +8 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 724 $43.3K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 726 $43K <0.01% +12 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 700 $41.8K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 700 $41.8K 0.01% -536 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 690 $41.2K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 686 $41K <0.01% +222 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 680 $40.6K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 659 $39.4K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 650 $38.8K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 649 $38.8K 0.01% 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 641 $38.3K <0.01% +441 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 635 $37.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 634 $37.9K 0.01% +345 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 694 $37K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 618 $36.9K 0.02% +66 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 615 $36.8K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 601 $35.9K 0.01% +5 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 600 $35.9K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 595 $35.6K 0.01% -401 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 571 $34.1K 0.01% +5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 553 $33K 0.02% 0 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 546 $32.6K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 536 $32.5K 0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 542 $32.4K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 525 $31.4K 0.02% 0 13F-HR Timeline