Luminist Capital LLC More: the full row for Luminist Capital LLC 7,401 $798K 0.79% -4,566 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 7,345 $797K 0.25% +2,623 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,380 $795K 0.31% +214 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,306 $793K 0.23% +4,183 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 7,332 $792K 0.6% -14,525 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,243 $786K 0.29% -31 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,232 $785K 0.3% +241 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,223 $784K 0.02% -17,356 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 7,150 $776K 0.27% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,134 $774K 0.36% +65 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,057 $766K 0.07% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,017 $762K 0.02% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 7,017 $762K 0.15% -2,118 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,000 $760K 0.07% 0 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,929 $752K 0.01% +382 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,903 $749K <0.01% -1,643 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,899 $749K 0.29% +61 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,813 $739K 0.2% -258 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,795 $737K 0.04% -320 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,741 $732K 0.06% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,705 $728K 0.38% -955 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,696 $727K 0.16% +52 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,695 $727K 0.02% +113 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 6,625 $719K 0.26% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,607 $717K 0.03% -578 13F-HR/A Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,600 $716K 0.17% +50 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,588 $715K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,550 $711K 0.17% +200 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,488 $704K <0.01% +218 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,471 $702K <0.01% -2,756 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,434 $700K 0.13% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 6,441 $699K 0.07% -564 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,376 $692K 0.03% -15,932 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,320 $686K 0.07% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,290 $683K 0.18% +1,701 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,267 $680K 0.35% +1 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,259 $679K 0.03% -701 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,248 $678K 0.02% +1,004 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,229 $676K 0.06% +1,104 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,222 $675K 0.4% +361 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,184 $671K 0.01% -891 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,177 $670K 0.25% +820 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,169 $670K <0.01% -3,425 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,104 $662K 0.03% +273 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,093 $661K 0.3% -938 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 6,050 $657K 0.11% +20 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,046 $656K 0.03% +725 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,014 $653K 0.05% -700 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,975 $648K 0.35% +1,660 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,910 $641K 0.23% +1,030 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,885 $639K 0.22% -465 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,837 $633K 0.48% +5,741 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,823 $632K 0.01% +1,727 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,823 $632K 0.03% +3,165 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,841 $631K +2,556 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,805 $630K 0.03% -231 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,794 $629K 0.01% -5,603 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,751 $624K 0.06% +897 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,728 $622K 0.06% -45 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,707 $619K 0.04% +619 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,688 $617K 0.02% -270 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,667 $615K <0.01% -24 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,659 $614K 0.05% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,630 $611K 0.25% +26 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,614 $609K 0.02% -753 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,600 $608K <0.01% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 5,570 $605K 0.31% +5 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,554 $603K 0.16% -1 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 5,551 $602K 0.05% +195 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,518 $599K 0.02% +832 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,485 $595K 0.08% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 5,464 $593K 0.3% +342 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,451 $592K 0.09% +20 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,399 $586K 0.04% +480 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,396 $581K 0.07% +1 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,329 $578K 0.04% +81 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,321 $577K 0.05% +220 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,245 $569K 0.1% +556 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,226 $567K 0.03% +637 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,177 $562K 0.01% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,163 $560K 0.16% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,739 $554K 0.16% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,078 $551K 0.07% +165 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,071 $550K 0.18% +1 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,033 $546K 0.13% +1,661 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,015 $544K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,015 $544K 0.01% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $543K 0.13% 0 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,000 $543K 0.03% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,977 $540K 0.37% -175 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,977 $540K 0.02% +22 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,915 $533K 0.28% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,887 $530K 0.01% +997 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,868 $528K <0.01% +1,713 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,844 $526K 0.47% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,829 $524K 0.04% +195 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,815 $523K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,772 $518K 0.03% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,750 $516K 0.04% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,672 $507K 0.41% +761 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,666 $506K 0.05% 0 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,653 $505K 0.08% +176 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,640 $504K 0.08% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,627 $502K 0.01% +116 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 4,633 $502K 0.21% -726 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 4,596 $499K 0.15% -2,090 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,589 $498K 0.13% -49 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,565 $495K 0.01% +2,286 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,524 $491K 0.05% -84 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,521 $491K 0.09% +11 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,514 $490K 0.1% +421 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,573 $489K 0.16% +317 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,501 $488K 0.02% -27,497 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,501 $488K 0.12% +3,583 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,479 $486K 0.08% -2,672 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,440 $482K 0.18% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,438 $482K 0.23% -1,309 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,415 $479K 0.17% -497 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,397 $477K 0.41% +5 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,388 $476K 0.01% +278 13F-HR Timeline Group MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 4,372 $474K 0.06% -415 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,346 $472K 0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,341 $471K 0.04% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,335 $470K 0.29% +179 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,320 $469K 0.19% +1,059 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,280 $465K 0.03% -2,426 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,269 $463K 0.07% +417 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,263 $463K 0.03% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,245 $461K 0.09% +1,000 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,208 $457K 0.01% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,194 $455K 0.07% -14 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,188 $455K 0.01% +580 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,183 $454K 0.01% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,136 $449K 0.14% +101 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,110 $446K 0.01% +401 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,085 $443K 0.04% +10 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,071 $442K 0.02% -1,038 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,056 $440K 0.08% +841 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,017 $436K 0.04% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,007 $435K 0.01% -4 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,000 $434K <0.01% -134,000 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $434K 0.11% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,989 $433K 0.4% +73 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,982 $432K 0.02% +3 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,976 $432K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,974 $431K 0.01% -1,115 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,907 $424K 0.4% -144 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,883 $421K 0.02% -317 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,905 $421K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,813 $414K 0.1% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,813 $414K 0.27% -22 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,800 $412K 0.26% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,770 $409K 0.11% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,753 $407K 0.01% +1,533 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,738 $406K 0.03% -11 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,715 $403K 0.25% +50 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,710 $403K 0.04% -25 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,668 $398K 0.36% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,656 $397K 0.09% -43,490 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,644 $395K 0.22% -111 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,640 $395K 0.11% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,623 $393K 0.01% -619 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,604 $391K 0.02% new 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 3,534 $384K 0.02% -163 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,524 $382K 0.33% +921 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,960 $382K 0.05% -2,611 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,510 $381K 0.16% -1,472 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,500 $380K 0.1% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,491 $379K 0.11% -282 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,486 $378K 0.08% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,413 $370K 0.1% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,411 $370K 0.02% -76 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,409 $370K 0.22% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,400 $369K 0.01% -182 13F-HR Timeline Group Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 3,398 $369K 0.15% -37,374 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,360 $365K 0.39% -58 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,346 $363K <0.01% -165,482 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,318 $360K 0.06% -233 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,316 $360K 0.02% -90 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,371 $359K 0.09% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,295 $358K 0.28% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,268 $355K 0.03% -2,969 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 3,254 $353K 0.35% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,254 $353K 0.09% +413 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,248 $353K 0.07% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,218 $349K <0.01% +1,516 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 3,197 $347K 0.03% -112 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,191 $346K 0.09% -307 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,175 $345K 0.16% +100 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,151 $342K 0.01% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,138 $341K 0.18% +3 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,203 $340K 0.21% -17 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,131 $340K 0.06% -2,218 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,121 $339K 0.14% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,115 $338K 0.03% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,109 $337K 0.19% +157 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,074 $334K 0.1% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,038 $330K 0.28% -71 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,034 $329K 0.2% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,028 $329K 0.03% +118 13F-HR Timeline