Axxion S.A. More: the full row for Axxion S.A. 12,327 $1.12M 0.08% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 12,296 $1.12M 0.11% -19,835 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,258 $1.11M 0.06% +530 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,207 $1.11M 0.14% -790 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 12,202 $1.11M 0.02% -1,336 13F-HR Timeline Group Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 12,200 $1.11M 0.24% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,200 $1.11M 0.1% +405 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,530 $1.11M 0.02% -269 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,158 $1.1M 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,065 $1.09M 0.04% +3,182 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 12,037 $1.09M 0.22% -10 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,036 $1.09M 0.03% +487 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 12,026 $1.09M 0.07% -208 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,022 $1.09M 0.19% -277 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 12,020 $1.09M 0.24% -2,135 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 12,000 $1.09M 0.04% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,979 $1.09M 0.05% +1,186 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 11,968 $1.09M 0.1% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,965 $1.09M 0.07% -14,548 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 11,961 $1.09M 0.2% +210 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 11,944 $1.08M 0.21% +8,671 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,901 $1.08M 0.09% -780 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 11,886 $1.08M 0.29% +1,297 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,883 $1.08M 0.39% +418 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 11,862 $1.08M 0.19% -1,885 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 11,832 $1.08M 0.05% +3,916 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,849 $1.08M 0.04% +243 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 11,842 $1.07M 0.09% -137,749 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,839 $1.07M 0.04% -996 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,834 $1.07M 0.14% -528 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,803 $1.07M 0.2% +1,962 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,994 $1.07M 0.06% -744 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,798 $1.07M 0.05% -429 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,791 $1.07M 0.03% -2,007 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,734 $1.06M 0.16% -209 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,917 $1.06M 0.06% -264 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,697 $1.06M 0.02% -2,159 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 11,660 $1.06M 0.46% -63 13F-HR Timeline United Bank More: the full row for United Bank 11,652 $1.06M 0.32% -21,541 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,602 $1.05M 0.18% +5,861 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,574 $1.05M 0.04% +1,926 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,559 $1.05M 0.07% +800 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 11,510 $1.04M 0.01% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 11,481 $1.04M 0.14% -436 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,459 $1.04M 0.02% -641 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 11,433 $1.04M 0.55% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 11,429 $1.04M 0.37% +423 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 11,432 $1.04M 0.11% -172 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,419 $1.04M 0.1% +686 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 11,287 $1.02M 0.22% -432 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,281 $1.02M 0.04% -883 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,266 $1.02M 0.14% -4,726 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,262 $1.02M 0.37% -51 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,236 $1.02M 0.33% +164 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,215 $1.02M 0.05% +73 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,692 $1.02M 0.41% 0 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 11,178 $1.01M 0.51% +1,044 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,172 $1.01M 0.26% -602 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 11,154 $1.01M 0.49% -137 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,145 $1.01M 0.26% -2,518 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,983 $997K 0.24% +463 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,971 $996K 0.02% +4,100 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,966 $995K 0.18% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,956 $994K 0.14% -3,958 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,955 $994K 0.03% +146 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 10,942 $993K 0.16% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,914 $990K 0.09% -217 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,894 $989K 0.12% +6,456 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 10,877 $987K 0.15% +567 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,837 $984K 0.05% -1,229 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,794 $979K 0.04% +112 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 10,794 $979K 0.12% +13 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,773 $978K 0.01% -142,126 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 10,750 $975K 0.43% -200 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,747 $975K 0.47% -759 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,742 $975K 0.26% -1,316 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 10,732 $974K 0.45% -1,114 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 10,709 $972K 0.64% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,696 $971K 0.1% -1,656 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 10,696 $971K 0.05% -1,494 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 10,686 $970K 0.68% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 10,618 $963K 0.26% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,608 $963K 0.21% -739 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,606 $962K 0.4% +500 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,601 $962K 0.09% -787 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10,550 $957K 0.28% -3,725 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,926 $949K 0.09% +656 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,847 $949K 0.07% -2,561 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,424 $946K 0.02% -13,787 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 10,397 $943K 0.3% -2,730 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,392 $943K 0.09% +1,389 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 10,370 $941K 0.05% -128 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,312 $936K 0.09% +238 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,283 $933K 0.55% -426 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,270 $932K 0.03% -361 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 10,252 $930K 0.27% -6,208 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,215 $927K 0.06% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,214 $927K 0.05% +6,907 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,214 $927K 0.02% -3,914 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 10,207 $926K 0.17% +43 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,197 $925K 0.01% -3,842 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,985 $925K 0.95% -2,160 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 10,185 $924K 0.14% +15 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,184 $924K 0.25% -90 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,180 $924K 0.08% -821 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 10,156 $922K 0.17% -156 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,140 $920K 0.02% -423 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,122 $918K 0.17% -1,295 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 10,107 $917K 0.74% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,089 $915K 0.05% -3,570 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 10,067 $913K -4,504 Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,048 $912K 0.11% -213 13F-HR Timeline Avidity Partners Management LP More: the full row for Avidity Partners Management LP 10,000 $907K 0.15% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,969 $905K 0.15% -1,581 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,965 $904K 0.11% -543 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 9,862 $895K 0.13% -265 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 9,859 $895K 0.34% +101 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,802 $889K 0.26% -122 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 9,773 $887K 0.02% -10,927 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 9,769 $886K 0.52% +2,990 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,767 $886K 0.02% +3,211 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,759 $886K 0.06% -152 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,757 $885K 0.14% -602 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 9,751 $885K 0.12% -99 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,520 $883K 0.68% +1,923 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,716 $882K 0.01% +150 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 9,713 $881K 0.02% -158 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 9,663 $877K 0.17% +262 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,623 $873K 0.05% -2,962 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 9,610 $872K 0.3% -9,884 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,594 $871K 0.04% -336 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,569 $868K 0.08% -9,238 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,505 $863K 0.04% -2,263 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 9,494 $861K 0.58% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,460 $858K 0.27% -979 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 9,457 $858K 0.12% -412 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,457 $858K 0.21% -42 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,450 $857K 0.08% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 9,447 $857K 0.49% -875 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,389 $852K 0.19% -6,789 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 9,351 $848K 0.15% -1,302 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,341 $848K 0.36% +198 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 9,291 $843K 0.4% -2,375 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,261 $840K 0.07% -420 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 9,246 $839K 0.68% +3,248 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 9,227 $837K 0.12% -2,585 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,227 $837K 0.25% -1,350 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,010 $835K 0.05% -1,034 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,203 $835K 0.45% -2,478 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,198 $835K 0.06% +2,081 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,197 $835K 0.17% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,148 $830K 0.04% -37,820 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,010 $829K 0.1% +1,048 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,138 $829K 0.13% +5,557 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 9,118 $827K 0.27% -145 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,100 $826K 0.02% -1,380 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 9,096 $825K 0.34% +362 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 9,085 $824K 0.19% +2,374 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 7,494 $822K 0.5% 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 9,049 $821K 0.36% -435 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 8,900 $820K 0.88% -170 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,011 $818K 0.08% -89 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 9,010 $818K 0.73% -1,467 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,999 $817K 0.03% -2,311 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,654 $809K 0.16% -370 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,914 $809K 0.11% -525 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,897 $807K 0.06% +6 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 8,885 $806K 0.78% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,880 $806K 0.14% -4,031 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,398 $805K 0.59% +438 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 8,820 $800K 0.11% -634 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 8,806 $799K 0.04% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,782 $799K 0.13% -1,017 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,803 $799K 0.11% -1,047 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,799 $798K 0.25% -292 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 8,780 $797K 0.21% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,641 $797K 0.16% -24 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 8,730 $792K 0.36% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 8,704 $790K 0.37% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,376 $787K 0.14% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,665 $786K 0.12% +552 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,619 $782K 0.28% +217 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 487 $781K 0.18% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,588 $779K 0.04% +215 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,583 $779K 0.14% -187 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,568 $777K 0.19% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 8,565 $777K 0.22% +4,660 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,564 $777K 0.05% -15,431 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 8,551 $776K 0.61% +3,284 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 8,542 $775K 0.1% -122 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,539 $775K 0.08% +4,737 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,538 $775K 0.03% -836 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,484 $770K 0.13% +266 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,474 $769K -3,889 Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,448 $767K 0.1% 0 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 8,418 $764K 0.05% +583 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,418 $764K 0.28% -785 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,416 $764K 0.01% -7,571 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8,410 $763K 0.14% -1,040 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 8,358 $758K 0.02% 0 13F-HR Timeline Group