SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,615 $283K 0.01% -33 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,612 $283K 0.04% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,610 $283K 0.08% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,427 $281K 0.12% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,580 $281K 0.04% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,579 $280K 0.02% -18 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,551 $278K 0.05% -1,418 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,530 $277K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,529 $277K 0.01% -361 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,508 $275K 0.12% +7 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,495 $274K 0.04% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,488 $273K 0.01% +610 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,482 $273K 0.02% -365 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,453 $271K 0.06% -141 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,449 $270K <0.01% +2,767 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,441 $270K 0.02% +73 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,441 $270K 0.01% -1,141 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,433 $269K 0.03% -99 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,453 $269K 0.03% -445 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,425 $268K 0.19% +548 13F-HR/A Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,424 $268K 0.01% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,413 $267K 0.1% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,400 $266K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,399 $266K 0.01% -23 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,370 $264K 0.05% -39 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,359 $263K <0.01% +3 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,345 $262K 0.11% +19 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,330 $261K 0.15% -241 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,327 $261K 0.03% -341 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,313 $260K 0.01% -293 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,390 $259K 0.04% -43,885 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,300 $259K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,290 $258K 0.06% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,263 $256K 0.06% -329 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,149 $255K 0.09% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,245 $254K 0.07% +251 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,232 $253K 0.01% -600 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,219 $252K 0.01% -100 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,197 $251K 0.03% -44 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,189 $250K 0.01% -4,465 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,188 $250K 0.03% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,169 $248K 0.14% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,165 $248K 0.01% -621 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,165 $248K <0.01% -724 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,151 $247K 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 3,145 $246K 0.01% -860 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,137 $246K <0.01% -741 13F-HR/A Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,135 $246K 0.02% -305 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,127 $245K <0.01% +257 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,116 $244K <0.01% -100 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,113 $244K 0.02% -53 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,113 $244K 0.01% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 3,113 $244K 0.14% -1,072 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,104 $243K 0.07% +26 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,086 $242K 0.03% -832 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,079 $241K <0.01% +13 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,062 $240K 0.1% +7 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 87 $239K 0.03% -3,162 13F-HR/A Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,030 $237K 0.01% -2,461 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 3,027 $237K 0.15% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,035 $236K 0.05% +20 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,008 $236K 0.02% +52 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $235K 0.14% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,000 $235K 0.15% -1,030 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,000 $235K 0.01% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $235K 0.07% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,998 $235K 0.05% -256 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,996 $235K 0.01% -313 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,288 $234K 0.08% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,986 $234K <0.01% -39 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,977 $233K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,966 $232K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,956 $232K <0.01% -347 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,947 $231K 0.02% +31 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,931 $230K 0.03% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,926 $229K 0.03% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,916 $229K 0.05% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,907 $228K 0.05% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,870 $225K 0.01% +310 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,817 $221K 0.04% +10 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,810 $220K 0.01% -11 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,806 $220K 0.06% -15,846 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,805 $220K <0.01% +162 13F-HR/A Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,799 $219K 0.05% +110 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,799 $219K <0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,765 $217K 0.17% 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,749 $215K 0.09% -1,041 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,731 $214K 0.04% -756 13F-HR Timeline TLS Advisors LLC More: the full row for TLS Advisors LLC 2,732 $214K 0.62% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,723 $213K 0.06% -1,654 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,713 $213K 0.03% -515 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,707 $212K 0.02% +161 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,706 $212K 0.03% -145 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,708 $212K <0.01% -14,727 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,698 $211K 0.04% -163 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,688 $211K 0.07% -6,618 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,670 $209K 0.01% -115 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,628 $206K 0.05% +56 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,618 $205K 0.02% -85 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,600 $204K 0.59% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,579 $202K 0.02% -5,846 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,569 $201K 0.01% +1 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,566 $201K 0.07% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,563 $201K 0.08% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,561 $201K 0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,510 $198K 0.1% -80 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,471 $194K 0.15% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,403 $188K 0.07% -5,699 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,366 $185K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,365 $185K 0.02% -150 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,347 $184K 0.05% +9 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,342 $184K <0.01% +277 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,301 $180K 0.01% -403 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,275 $178K 0.02% -197 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,100 $165K 0.02% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,980 $155K 0.01% -27,239 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,973 $154K 0.05% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,919 $150K 0.01% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,901 $149K 0.02% -37 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,864 $146K 0.02% +77 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,861 $146K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,847 $145K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,812 $142K 0.02% +9 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,800 $141K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,787 $139K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $138K 0.04% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,758 $138K 0.03% +177 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,740 $136K 0.04% +7 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,705 $134K 0.02% +100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,677 $131K 0.01% -50 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,677 $131K 0.01% -723 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,622 $127K 0.04% -1,210 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,616 $127K 0.02% -100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,494 $117K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,483 $116K 0.01% +3 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 1,459 $114K 0.01% new 13F-HR/A Timeline Group City State Bank More: the full row for City State Bank 1,425 $112K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,419 $111K 0.08% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,407 $110K 0.07% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,400 $110K 0.01% -452 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,398 $110K 0.05% -556 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,375 $108K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,345 $105K 0.03% +9 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,307 $102K 0.05% -399 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,291 $101K 0.05% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,287 $101K 0.04% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,280 $100K 0 Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,275 $99.9K 0.06% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,258 $98.6K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,207 $94.6K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,183 $92.7K 0.01% -2,248 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,156 $90.6K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,137 $89.1K 0.06% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,125 $88K <0.01% +4 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,112 $87.1K <0.01% -21 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,106 $86.7K 0.02% -38,654 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,095 $85.8K 0.02% -1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,092 $85.6K 0.01% -41 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,074 $84.1K 0.01% +66 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,069 $83.8K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,062 $83.2K 0.01% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,062 $83.2K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,058 $82.9K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,008 $79K 0.03% -125 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 978 $76.7K <0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 948 $74.3K <0.01% +57 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 945 $74.1K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 941 $73.8K <0.01% -34 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 936 $73.4K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 916 $71.8K 0.03% -278 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 900 $70.5K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 892 $69.9K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 876 $68.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 867 $68K <0.01% -2,237 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 856 $67.1K 0.02% -10 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 830 $65K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 831 $63.6K 0.01% +156 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 784 $61.4K 0.05% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 779 $61K <0.01% -14 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 755 $59.2K <0.01% -470 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 741 $58.1K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 729 $57.1K 0.01% +291 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 728 $57.1K 0.06% +85 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 694 $54.4K 0.17% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 691 $54.2K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 690 $54.1K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 687 $53.8K 0.03% -30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 675 $52.9K 0.04% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 668 $52.4K 0.01% -736 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 648 $50.8K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 633 $49.6K 0.02% -37 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 613 $48K <0.01% -577 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 588 $46.1K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 587 $46K 0.03% +4 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 584 $45.8K 0.03% -156 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 574 $45K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 564 $44K 0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 559 $43.8K 0.02% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 550 $43.1K 0.03% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 548 $42.9K 0.03% 0 13F-HR Timeline