APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,810 $230K 0.02% -61 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,781 $228K <0.01% -480 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 4,759 $225K <0.01% -2,541 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,717 $225K 0.01% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,750 $225K 0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,700 $224K 0.01% -130 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,680 $223K 0.02% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,474 $218K 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,550 $217K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,546 $217K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,545 $217K <0.01% -69 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,490 $214K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,406 $210K 0.01% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,389 $210K 0.05% new 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,313 $206K <0.01% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,299 $205K 0.04% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,277 $204K <0.01% new 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,248 $203K 0.04% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,189 $200K 0.02% +280 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,159 $199K 0.01% -32 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $191K 0.06% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,965 $189K 0.02% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,914 $187K <0.01% +1,396 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,692 $176K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,195 $152K <0.01% -233 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,041 $145K 0.01% +1,091 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,000 $143K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,938 $140K 0.02% +1,266 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,865 $137K <0.01% +744 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,820 $135K <0.01% +523 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,789 $133K 0.02% -472 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,727 $130K 0.01% +7 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 2,530 $121K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,490 $119K 0.04% +676 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,400 $115K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,349 $112K <0.01% +631 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,343 $112K 0.01% -3 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,330 $111K <0.01% +292 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,282 $109K <0.01% +564 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,150 $103K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,142 $102K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,113 $101K <0.01% +727 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,050 $97.9K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,012 $96.1K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $95.5K <0.01% -333 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,988 $94.9K <0.01% -854 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,907 $91K <0.01% +367 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,883 $89.9K <0.01% -178 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,869 $89.2K 0.03% +137 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,844 $88K 0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,842 $87.9K <0.01% +1,095 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,824 $87.1K 0.05% +222 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,739 $83K 0.01% -80 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,722 $82.4K <0.01% +1,158 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,570 $75K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,560 $74.5K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,529 $73K <0.01% -1,564 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,517 $72.5K 0 Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,500 $72K <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,500 $71.6K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,450 $69.2K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,354 $64.6K 0.01% +2 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,343 $64.1K 0.01% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,306 $62.4K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,198 $57.2K <0.01% +6 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,186 $56.6K <0.01% -1,990 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,117 $53.3K <0.01% -32 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,107 $52.8K <0.01% -170 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,019 $48.6K <0.01% -225 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $47.7K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,000 $47.7K 0.02% -127 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,000 $47.7K 0.01% 0 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,000 $47.7K 0.02% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 962 $45.9K 0.01% +33 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 913 $43.6K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 911 $43.5K <0.01% -147 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 905 $43.2K <0.01% -176 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 872 $42K <0.01% +4 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 861 $41.1K 0.04% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 841 $40.1K <0.01% -36 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 836 $39.9K 0.01% -100 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 798 $39.9K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 828 $39.5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 829 $39.4K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 806 $38.5K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 806 $38.5K 0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 751 $35.9K <0.01% +12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 739 $35.3K <0.01% -283 13F-HR Timeline CX Institutional More: the full row for CX Institutional 724 $35K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 722 $34.5K <0.01% +23 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 581 $33.7K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 682 $32.5K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 320 $32.4K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 642 $30.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 629 $30.1K <0.01% +324 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 621 $29.6K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 610 $29.1K <0.01% -200 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 600 $28.6K 0.02% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 596 $28.5K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 596 $28.4K 0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 575 $27.5K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 566 $27K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 557 $26.6K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 550 $26.3K <0.01% +97 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 541 $25.8K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 531 $25.3K <0.01% -1,000 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 509 $25K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 509 $24.3K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 504 $24.1K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 500 $23.9K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 500 $23.9K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 480 $22.9K <0.01% -400 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 466 $22.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 458 $21.9K <0.01% -3,768 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 447 $21.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 308 $21.1K <0.01% +5 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 439 $21K <0.01% -37 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 421 $20.1K <0.01% -3 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 418 $20K 0.02% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 412 $19.7K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 403 $19.2K 0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 400 $19.1K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 400 $19.1K 0.01% 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 397 $18.9K -142 Timeline BFSG, LLC More: the full row for BFSG, LLC 390 $18.6K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 375 $17.9K <0.01% 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 370 $17.7K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 365 $17.4K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 360 $17.2K <0.01% -2,400 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 350 $16.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 343 $16.4K <0.01% +18 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 336 $16K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 345 $16K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 332 $15.8K <0.01% -613 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 324 $15.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 321 $15.3K <0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 316 $15.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 300 $14.3K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 300 $14.3K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 299 $14.3K <0.01% +6 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 297 $14.2K <0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 293 $14K <0.01% +150 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 278 $13.3K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 276 $13.2K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 267 $12.7K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 266 $12.7K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 263 $12.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 251 $12K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 251 $12K <0.01% -20 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $11.9K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 248 $11.8K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 240 $11.5K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 240 $11.5K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 240 $11.5K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 237 $11.3K <0.01% +9 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 235 $11.2K <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 235 $11.2K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 232 $11.1K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 230 $11K <0.01% +145 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 229 $10.9K <0.01% +1 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 229 $10.9K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 225 $10.7K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 220 $10.5K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 216 $10.3K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 208 $9.93K 0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 205 $9.79K <0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 201 $9.6K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 200 $9.55K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 200 $9.55K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 200 $9.55K <0.01% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 200 $9.55K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 197 $9.4K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 196 $9.36K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 185 $8.83K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $8.59K <0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 176 $8.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 174 $8.31K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 170 $8.12K <0.01% +158 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 164 $7.83K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 162 $7.73K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 161 $7.69K <0.01% +5 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 160 $7.64K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 160 $7.64K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 158 $7.54K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 143 $7K <0.01% 0 13F-HR/A Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 142 $6.78K <0.01% +8 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 139 $6.64K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 136 $6.49K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 130 $6.21K <0.01% -10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 130 $6.21K <0.01% +3 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 140 $6.01K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 123 $5.85K <0.01% +1 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 122 $5.85K <0.01% +42 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 121 $5.78K 0.01% 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 119 $5.7K 0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 118 $5.64K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 114 $5.44K <0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 109 $5.2K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 108 $5.16K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 106 $5.06K <0.01% 0 13F-HR Timeline