Leonteq Securities AG More: the full row for Leonteq Securities AG 2,104 $282K 0.03% +1,760 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,100 $282K 0.03% +455 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,096 $281K 0.1% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,085 $280K 0.02% -360 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,084 $280K 0.02% +10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,075 $278K 0.01% +10 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,075 $278K 0.03% 0 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,073 $278K 0.1% +7 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,119 $277K <0.01% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,059 $276K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,057 $276K 0.03% +167 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,045 $274K 0.03% -93 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 2,044 $274K 0.2% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,043 $274K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $274K 0.03% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,036 $273K 0.07% +2,030 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,016 $270K 0.02% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,012 $270K 0.04% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,002 $269K 0.02% +5 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,002 $269K 0.04% +154 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $268K 0.28% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,989 $267K 0.15% +27 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,982 $266K 0.02% +10 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,978 $265K 0.1% -76 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,973 $265K 0.05% -1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,971 $264K 0.07% +439 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $264K 0.08% -160 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,973 $263K 0.02% -146,247 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,962 $263K 0.03% +220 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,960 $263K 0.09% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,956 $262K 0.08% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,955 $262K 0.12% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,954 $262K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,951 $262K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,949 $261K 0.08% +20 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,941 $260K 0.02% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,941 $260K 0.05% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,936 $260K 0.03% -130 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,935 $260K 0.18% -100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,932 $259K 0.13% -4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,914 $257K 0.01% +190 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,910 $256K 0.06% -178 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,905 $256K 0.11% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,904 $255K 0.14% -725 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,895 $254K 0.02% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,889 $253K 0.06% -19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,889 $253K <0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,870 $251K 0.01% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,860 $250K 0.14% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,856 $249K 0.04% +132 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,853 $249K <0.01% +628 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,853 $249K 0.02% -26 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,841 $247K <0.01% +138 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $246K 0.05% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,832 $246K 0.02% +257 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,881 $245K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,826 $245K <0.01% -35 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,825 $245K 0.12% -25 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,825 $245K 0.08% -500 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,828 $244K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,806 $242K 0.02% +1,570 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,804 $242K <0.01% +19 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,802 $242K 0.03% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,801 $242K 0.01% -192 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,800 $241K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $241K 0.11% 0 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,798 $241K 0.04% -200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,796 $241K 0.03% +17 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,788 $240K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,787 $240K 0.02% +62 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,784 $239K 0.07% -1 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,781 $239K <0.01% new 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $239K 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,778 $239K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,767 $237K 0.01% -556 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,768 $237K 0.07% +7 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,766 $237K 0.01% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,765 $237K 0.04% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,765 $237K 0.01% -53 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,873 $236K 0.06% -1,330 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,755 $235K 0.01% -43 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,751 $235K 0.01% -17 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,742 $234K 0.03% +16 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,732 $232K <0.01% -50 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,730 $232K 0.01% -31 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,730 $232K <0.01% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,728 $232K 0.03% -53 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,728 $232K 0.02% new 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 1,715 $230K 0.29% +8 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,713 $230K 0.03% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,713 $229K <0.01% 13F-HR Timeline Group Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,704 $229K 0.04% +1 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,703 $228K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,702 $228K 0.03% -3 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,682 $226K 0.04% -86 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $225K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,604 $224K 0.01% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,670 $224K 0.01% -2 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,670 $224K 0.06% -24 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,635 $219K 0.02% +10 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,633 $219K 0.04% -87 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,624 $218K 0.09% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,656 $218K 0.02% -4 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,623 $218K 0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,607 $216K 0.01% -87 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,600 $215K 0.01% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,602 $215K 0.01% -60 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,609 $215K 0.02% +275 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,601 $215K 0.04% -245 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,600 $215K <0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,598 $214K 0.02% -182 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,593 $214K 0.15% -515 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,589 $213K 0.07% +18 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $213K 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,665 $213K 0.01% -31 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,585 $213K 0.1% +67 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,585 $213K 0.05% -12 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,584 $213K 0.02% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,584 $213K 0.02% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,575 $211K <0.01% +75 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,425 $211K 0.05% -181 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,569 $210K 0.05% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,564 $210K 0.07% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,555 $209K 0.01% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,546 $207K 0.08% +6 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,546 $207K 0.11% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,543 $207K 0.02% -24 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,542 $207K 0.02% -37 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,527 $205K <0.01% +110 13F-HR/A Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,526 $205K 0.1% -73 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,519 $204K 0.54% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,516 $203K 0.01% -228 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,516 $203K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,512 $203K 0.01% -107 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,510 $203K 0.03% +50 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,509 $203K 0.01% +7 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,500 $201K 0.02% 0 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,500 $201K 0.18% 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,500 $201K 0.13% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,500 $201K 0.14% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,498 $201K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,489 $200K 0.02% +2 13F-HR/A Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,463 $196K 0.15% -3,182 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,452 $195K 0.01% +1 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,408 $189K 0.05% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,400 $188K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,394 $187K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,392 $187K 0.01% -26 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,391 $187K 0.01% +106 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,364 $183K 0.01% -129 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,363 $183K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,360 $182K 0.06% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,329 $178K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,321 $177K 0.02% -50 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,294 $174K 0.03% -723 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,289 $173K 0.04% +2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,270 $170K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,258 $169K 0.01% +25 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,209 $162K 0.06% +1,000 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,206 $162K 0.11% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,190 $160K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,184 $159K 0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,182 $159K 0.01% -2 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,145 $154K <0.01% -59 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,141 $153K 0.03% +57 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,096 $146K 0.03% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,084 $145K 0.07% +753 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,080 $145K 0.03% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,070 $144K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,069 $143K 0.08% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,067 $143K 0.09% -129 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,057 $142K 0.05% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,000 $134K 0.02% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 903 $134K <0.01% +62 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 991 $133K 0.01% -29 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 990 $133K 0.03% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 977 $131K <0.01% -166 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 970 $130K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 961 $129K 0.01% +30 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 899 $121K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 899 $121K 0.01% +15 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 898 $120K 0.34% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 890 $119K 0.07% +121 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 880 $118K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 877 $118K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 871 $117K 0.05% -26 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 869 $117K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 861 $116K 0.09% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 858 $115K 0.03% -7 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 855 $115K 0.03% +17 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 832 $112K 0.1% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 820 $110K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 805 $108K <0.01% +125 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 780 $105K 0.04% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 778 $104K 0.06% -17,350 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 772 $104K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 747 $100K 0.02% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 747 $100K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 737 $98.9K 0.03% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 734 $98.6K 0.01% +77 13F-HR Timeline