Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,005 $356K 0.15% -170 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,985 $353K 0.14% new 13F-HR/A Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 2,951 $349K 0.31% +14 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,942 $348K 0.27% -96 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,934 $347K 0.21% -100 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,911 $345K 0.01% -9 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,909 $344K 0.16% +939 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,903 $344K 0.22% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,883 $341K 0.01% +843 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,850 $337K 0.15% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,845 $337K 0.12% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,826 $335K 0.05% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,823 $334K <0.01% +331 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,798 $331K <0.01% +1 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,789 $330K 0.14% -60 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,725 $323K 0.22% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,712 $321K 0.06% -3 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,692 $319K 0.06% -32 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 2,689 $318K 0.01% -845 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,687 $318K 0.1% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,672 $316K 0.03% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,658 $315K 0.06% -828 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,640 $312K 0.05% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,634 $312K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,613 $309K 0.09% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,595 $307K 0.02% +20 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,745 $306K 0.01% 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,571 $304K 0.05% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,547 $301K 0.05% -5 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,546 $301K 0.12% -215 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,516 $298K 0.1% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,584 $297K 0.1% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,256 $294K 0.03% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,473 $293K 0.13% -49,664 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,463 $292K 0.18% -40 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,458 $291K <0.01% +424 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,454 $290K 0.1% -602 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,452 $290K <0.01% -766 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,433 $288K 0.26% +8 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,429 $288K 0.1% +397 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,414 $286K 0.06% +215 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,409 $285K 0.04% +30 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,609 $283K 0.01% +712 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,392 $283K 0.08% +105 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 2,391 $283K 0.01% +33 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,375 $281K 0.17% -126 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,372 $281K 0.06% -11 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,357 $279K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,356 $279K 0.01% +120 13F-HR Timeline Group ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 2,342 $277K 2.33% -404 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,338 $277K 0.07% -8 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,318 $274K 0.04% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,316 $274K 0.03% -359 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,310 $273K 0.16% -32 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,538 $273K 0.04% +2,266 13F-HR/A Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,300 $272K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,289 $271K <0.01% +311 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,287 $271K 0.04% -103 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 147 $270K 0.03% -2,490 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,283 $270K 0.03% +255 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,282 $270K 0.02% +11 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,275 $269K 0.09% +12 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,270 $269K 0.02% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,244 $266K 0.08% -16 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,235 $265K 0.09% +149 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,221 $263K 0.09% -114 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,218 $263K <0.01% -112 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,209 $261K 0.06% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,925 $261K 0.16% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,174 $257K 0.05% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,162 $256K 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,155 $255K 0.01% +50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,170 $253K 0.01% +47 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,135 $253K <0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,132 $252K 0.09% -13,643 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,127 $252K <0.01% +27 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,120 $251K 0.09% -250 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,116 $250K 0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,112 $250K <0.01% -6,939 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,100 $249K 0.14% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,079 $246K 1.08% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,077 $246K 0.12% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,074 $246K 0.08% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,065 $244K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,063 $244K 0.01% -328 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,059 $244K 0.1% -147 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,053 $243K 0.03% -150 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 2,047 $242K 0.18% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,040 $241K 0.03% +2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,039 $241K 0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,038 $241K 0.04% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,010 $238K 0.02% -13,980 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,006 $237K 0.06% -5,300 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,003 $237K 0.04% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,000 $237K 0.62% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,998 $237K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,995 $236K <0.01% +331 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 2,000 $236K 0.01% -700 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,992 $236K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,989 $235K <0.01% -1,357 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,987 $235K 0.06% +7 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,983 $235K 0.14% +7 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,037 $233K 0.03% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,967 $233K <0.01% 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,960 $232K 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,958 $232K 0.01% +1,577 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,956 $232K 0.06% +30 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,943 $230K 0.02% -1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,937 $229K 0.11% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,930 $228K 0.05% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,924 $228K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,919 $227K 0.14% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,918 $227K 0.03% +79 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,900 $225K 0.1% -8 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 1,897 $225K 0.03% -2,475 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,886 $223K 0.07% -174 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,883 $223K 0.02% +104 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,876 $222K 0.03% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,875 $222K 0.18% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,868 $221K 0.09% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,862 $220K 0.09% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,859 $220K <0.01% -483 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,855 $220K 0.01% -207 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,832 $217K 0.12% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,818 $215K 0.15% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,815 $215K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,813 $215K 0.05% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,812 $215K 0.09% -544 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,811 $214K 0.05% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,834 $214K 0.19% 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,808 $214K <0.01% +325 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,806 $214K <0.01% -4,378 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,798 $213K 0.08% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,793 $212K 0.13% new 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,774 $210K 0.03% +322 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,760 $208K 0.11% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,755 $208K <0.01% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,754 $208K 0.03% -450 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,754 $208K 0.01% -10,042 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,755 $207K 0.06% +5 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,746 $207K 0.01% -666 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,744 $206K 0.04% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,715 $203K 0.04% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,864 $202K 0.02% -2,096 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,709 $202K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,686 $200K <0.01% +110 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,667 $197K 0.01% +38 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,665 $197K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,656 $196K +402 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,556 $184K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 1,537 $182K 0.04% -2,964 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,495 $174K 0.03% +872 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,430 $169K 0.01% -202 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,404 $166K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,386 $164K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,332 $158K 0.01% +423 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,328 $157K 0.03% -959 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,339 $156K 0.09% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,311 $155K 0.03% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,280 $151K 0.03% -9 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,269 $150K <0.01% 0 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,266 $150K 0.03% -49 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,224 $145K 0.01% -31 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,244 $142K 0.02% +183 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,165 $138K 0.01% +50 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,146 $136K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,116 $132K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,095 $130K 0.02% +862 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,082 $128K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,053 $125K <0.01% -11 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 974 $115K 0.01% +174 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 961 $114K 0.02% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 956 $113K 0.03% +3 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 952 $113K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 951 $113K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 948 $112K 0.04% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 931 $110K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 861 $102K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 851 $101K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 807 $95.5K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 807 $95.5K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 802 $94.9K 0.01% -102 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 801 $94.8K 0.05% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 794 $94K 0.07% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 743 $87.9K 0.09% +228 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 711 $84.2K 0.03% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 683 $80.8K 0.01% +213 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 674 $79.8K 0.05% +2 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 626 $74.1K 0.04% +75 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 582 $69.6K 0.01% +2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 585 $69.2K 0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 576 $68.2K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 570 $67.5K 0.01% +350 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 568 $67.2K 0.02% -363 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 562 $66.5K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 535 $63.3K 0.01% +396 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 519 $61.4K <0.01% -7,981 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 512 $60.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 502 $59.4K <0.01% +77 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 500 $59.2K 0.05% new 13F-HR Timeline