FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,821 $1.41M 0.12% +477 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,500 $1.41M 0.79% -124 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,492 $1.4M 0.19% +272 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,490 $1.4M 0.28% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,476 $1.4M 0.42% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,463 $1.39M 0.09% -100 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,445 $1.39M 0.11% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,443 $1.39M 0.33% -271 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,433 $1.38M 0.58% 0 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,430 $1.38M 0.6% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,422 $1.38M 0.89% -2,451 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,418 $1.38M 0.46% +954 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,412 $1.38M 0.06% -2,858 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,549 $1.37M 0.34% -20 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,390 $1.37M 0.13% -605 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,372 $1.36M 0.13% +903 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,789 $1.36M 0.07% -604 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,360 $1.36M 0.19% +63 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,358 $1.36M 0.13% -89 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,321 $1.35M 0.77% +1,342 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,306 $1.34M 0.45% +262 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,286 $1.34M 0.31% +720 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,284 $1.34M 0.88% +53 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,278 $1.33M 0.46% +182 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 4,252 $1.33M 1.33% -25 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,635 $1.32M 0.78% -1,931 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,215 $1.32M 1.46% +812 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,212 $1.31M 0.44% +192 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,208 $1.31M 0.12% +107 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,205 $1.31M 0.42% -70 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,200 $1.31M 0.47% -210 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,194 $1.31M 0.02% +1,036 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,189 $1.31M 0.16% +75 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,188 $1.31M 0.05% -1,047 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,183 $1.31M 0.01% +750 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,173 $1.3M 0.67% +256 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,169 $1.3M 0.27% -246 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,167 $1.3M 0.13% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,150 $1.29M 0.44% +413 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,144 $1.29M 0.3% -1,250 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 4,128 $1.29M 0.04% -191 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,108 $1.28M 0.19% +13 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 4,108 $1.28M 0.02% +113 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,106 $1.28M 0.32% -123 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,100 $1.28M 0.05% +200 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,089 $1.28M 0.8% -13 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,087 $1.28M 0.13% -356 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,087 $1.28M 0.73% +9 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,039 $1.26M 0.26% +426 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,027 $1.26M 0.04% -18 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,023 $1.26M 0.28% +222 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,021 $1.25M <0.01% -178 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,018 $1.25M 0.61% -22 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,015 $1.25M 1.02% +63 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,000 $1.25M 0.79% -59 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,998 $1.25M 0.45% -433 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,978 $1.24M 0.17% +168 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,970 $1.24M 0.51% -145 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 3,962 $1.24M 0.5% -6 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,962 $1.24M 0.71% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,362 $1.23M 0.16% +1,472 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,934 $1.23M 0.14% +289 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,927 $1.23M 0.18% +430 13F-HR Timeline WestHill Financial Advisors, Inc. 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More: the full row for Graham Capital Management, L.P. 3,835 $1.2M 0.04% -384 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,802 $1.19M 0.07% +96 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,798 $1.19M 0.21% -957 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,771 $1.18M 0.03% -580 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,770 $1.18M 0.11% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,756 $1.17M 0.07% -268 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,750 $1.17M 0.74% -1,232 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,749 $1.17M <0.01% -1,206 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,725 $1.16M 0.24% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,720 $1.16M 0.09% -10,434 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,716 $1.16M 0.17% -116 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,708 $1.16M 0.17% +249 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,706 $1.16M 0.57% -30 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,797 $1.16M 0.08% +27 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,700 $1.15M 0.36% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,684 $1.15M 0.11% -225 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,680 $1.15M 0.11% -175 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,057 $1.15M 0.7% -415 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,669 $1.14M 0.04% -596 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,663 $1.14M 0.88% -75 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,658 $1.14M 0.11% +539 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,948 $1.14M 0.39% +2,098 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,620 $1.13M 0.17% -3 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,617 $1.13M 0.21% +166 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,594 $1.12M 0.1% +187 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,586 $1.12M 0.09% +16 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,585 $1.12M 0.07% -66 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,557 $1.11M 0.08% +302 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,547 $1.11M -275 Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,512 $1.1M 0.31% -215 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,502 $1.09M 0.39% +387 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,498 $1.09M 0.08% +57 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,493 $1.09M 0.16% -119 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,479 $1.09M 0.24% +458 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,479 $1.09M 0.08% -50 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,479 $1.09M 0.34% -20 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,476 $1.08M 0.1% +382 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Genus Capital Management Inc. 3,300 $1.03M 0.15% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,619 $1.03M 1.09% +215 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,292 $1.03M 0.21% +308 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,282 $1.02M 0.21% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,268 $1.02M 0.43% +1,200 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,254 $1.02M 0.07% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,221 $1M 0.29% -689 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,875 $1M 0.65% +2 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,204 $1000K 0.69% +1,066 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 3,334 $997K 0.01% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,094 $997K 0.2% -78 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,189 $995K 0.03% -1,235 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,189 $995K 0.02% +451 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,187 $995K 0.03% +143 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,176 $991K 0.2% -6,904 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,175 $991K 0.27% +1,525 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,165 $988K 0.66% +68 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,163 $987K 0.27% +132 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,159 $986K 0.32% -78 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,157 $985K 0.13% +309 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,142 $980K 0.4% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,142 $980K 0.21% -2,387 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,129 $976K 0.08% +36 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,125 $975K 0.46% +315 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,116 $972K 0.07% -37 13F-HR Timeline Caldwell Investment Management Ltd. 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Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,840 $886K 0.17% +2,129 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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