Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,752 $950K 0.4% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,751 $950K <0.01% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,734 $946K 0.89% +3 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,714 $940K 0.18% +2,471 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 3,711 $940K 0.62% -171 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,705 $938K 0.44% -67 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,690 $934K 0.04% +102 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,688 $934K 0.32% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,672 $930K <0.01% +1,001 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,653 $925K <0.01% +1,105 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,653 $925K 0.33% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,649 $924K 0.17% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,645 $923K 0.2% +1,742 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,640 $922K 0.11% -185 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,639 $922K 0.84% +1,591 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,625 $918K 0.34% -4,423 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,614 $915K 0.21% +500 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,613 $915K 0.05% +1,774 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,588 $909K 0.01% +1,241 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,574 $905K 0.1% +184 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,574 $905K 0.43% +1,016 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,573 $905K 0.69% +558 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,572 $904K 0.17% +1,008 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 3,566 $903K 0.53% 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 6,783 $901K 0.51% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,526 $893K 0.16% +616 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,524 $892K 0.58% +5 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,507 $888K 0.06% -141 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,506 $888K 0.23% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,506 $888K 0.31% +947 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $886K 0.21% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,495 $885K 0.02% +37 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,489 $884K 0.07% +5 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,485 $883K 0.09% +3 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,463 $879K 0.09% +1,421 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,470 $879K 0.56% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,464 $877K 0.05% +923 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,425 $867K 0.11% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,424 $867K 0.02% +1,397 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 3,413 $864K 0.14% +4 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,412 $864K 0.06% +94 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,405 $862K 0.05% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,399 $861K 0.08% +2,086 13F-HR Timeline Group Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,398 $860K 0.38% +3 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,392 $859K 0.35% -263 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,392 $859K 0.21% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,376 $855K 0.12% +244 13F-HR Timeline Mascagni Wealth Management, Inc. 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Inc. 3,238 $820K 0.2% +653 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 3,228 $817K 0.73% -1,026 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,190 $808K 0.25% -96 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,187 $807K 0.08% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,187 $807K 0.47% -1,617 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,180 $805K 0.22% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,176 $804K 0.08% +492 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,164 $801K 0.18% -18 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,151 $798K 0.01% -1,500 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,146 $797K 0.11% -8 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,145 $796K 0.15% +544 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,140 $795K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,120 $790K 0.06% -133 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,107 $787K 0.21% -25,606 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,104 $786K 0.04% +300 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,101 $785K 0.53% -69 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,100 $785K 0.92% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,097 $784K 0.02% -100 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,092 $783K 0.05% +43 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 3,091 $783K 0.67% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,110 $781K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 3,053 $773K 0.03% -120 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,050 $772K 0.11% +1,584 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,037 $769K 0.12% +4 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,032 $768K 0.13% -302 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,015 $764K 0.36% -21 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 3,000 $760K 0.1% -1,000 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,000 $760K 0.06% -139 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,997 $759K 0.4% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,990 $757K 0.02% -94 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,973 $753K 0.24% -58 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,969 $752K 0.05% +4 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,953 $748K 0.3% -216 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,950 $747K 0.03% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,939 $744K 0.38% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,934 $743K 0.1% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,915 $738K 0.15% -163 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,904 $735K 0.39% +13 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,892 $733K 0.3% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,879 $729K 0.47% -60 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,860 $725K 0.19% -1 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,860 $724K 0.11% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,855 $723K 0.04% -7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,854 $723K 0.02% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 2,853 $722K 0.62% -50 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,850 $722K 0.09% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,847 $721K 0.15% +285 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,846 $721K 0.11% +1,697 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,844 $720K 0.25% -193 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,808 $720K 0.08% -1,106 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,833 $717K 0.26% +199 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,730 $715K 0.21% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,817 $713K 0.06% +24 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,810 $712K 0.44% -101 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,799 $709K 0.5% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,798 $709K 0.15% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,797 $708K 0.57% +180 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,796 $708K 0.01% +283 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,792 $707K 0.22% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,789 $706K 0.22% -121 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,761 $699K 0.82% -234 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,741 $694K 0.15% -183 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,732 $692K 0.06% +50 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,731 $692K 0.15% +334 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,726 $690K 0.12% -17 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,710 $686K 0.12% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,598 $686K 0.03% -383 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,704 $685K 0 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,703 $684K 0.09% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,701 $684K 0.02% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,700 $684K 0.48% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,695 $682K 0.11% -98 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,689 $681K 0.39% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,687 $680K 0.07% +667 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,680 $679K 0.04% +175 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,676 $678K 0.17% +3 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,674 $677K 0.47% -72 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,672 $677K 0.18% 0 13F-HR/A Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,671 $676K 0.31% +25 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,670 $676K 0.25% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,667 $675K <0.01% -662 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,661 $674K 0.43% -435 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,658 $673K 0.28% -92 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,651 $671K 0.48% +2,535 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,650 $671K 0.03% +31 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,650 $671K 0.09% +3 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,650 $671K 0.22% +400 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,647 $670K 0.16% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,631 $666K 0.27% +166 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,629 $666K 0.22% +1,169 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,626 $665K 0.18% +252 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,622 $664K 0.04% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,621 $664K 0.3% -263 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,613 $662K 0.02% +10 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,603 $659K 0.12% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,599 $658K 0.09% +200 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,599 $658K 0.29% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,591 $656K 0.17% +431 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,575 $656K +546 Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,587 $655K 0.36% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,583 $654K 0.02% -199 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,583 $654K 0.07% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,580 $653K 0.09% +3 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,569 $651K 0.51% +424 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,566 $650K 0.12% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,562 $649K 0.06% -13 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,560 $648K 0.44% -210 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,554 $647K 0.1% -26 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,550 $646K 0.03% -1,221 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,548 $645K 0.15% -75 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,515 $641K 0.02% +944 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,530 $641K 0.06% +58 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,525 $639K 0.31% +38 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,519 $638K 0.09% +128 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,518 $638K 0.06% 0 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,508 $635K 0.03% +89 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,500 $633K 0.06% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,500 $633K 0.09% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,493 $631K 0.12% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,487 $630K 0.41% +3 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,476 $627K 0.02% -245 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,472 $626K 0.11% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,472 $626K 0.09% -2,077 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,471 $626K 0.21% +35 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,467 $625K 0.28% -1,000 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,466 $624K 0.08% -296 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,456 $622K 0.07% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,454 $622K 0.29% +723 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,450 $620K 0.03% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,447 $620K 0.1% +818 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,442 $618K 0.03% -220 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,441 $618K 0.05% +1,000 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,441 $618K 0.02% -190 13F-HR Timeline