CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,704 $644K 0.08% +1,705 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,698 $642K 0.01% +175 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,695 $642K 0.02% +348 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,666 $635K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,659 $633K 0.01% +40 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,658 $633K 0.03% -10 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,649 $631K 0.04% -355 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,623 $624K 0.15% +47 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,606 $620K 0.08% +337 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,588 $616K 0.12% -269 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,586 $616K 0.05% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,583 $615K 0.47% +327 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,582 $615K 0.24% +190 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,578 $614K 0.05% -1,397 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,572 $612K 0.03% -287 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,560 $609K 0.09% +898 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,559 $609K 0.05% -127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,557 $609K 0.1% +15 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,550 $607K 0.1% 0 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,550 $607K 0.17% -11 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,593 $602K 0.02% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,520 $600K 0.01% -68 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,518 $599K 0.13% -258 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,504 $596K 0.03% +544 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,504 $596K 0.02% +205 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,498 $595K 0.06% +292 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,485 $591K 0.05% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,473 $589K 0.09% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,472 $589K 0.04% +217 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,469 $588K <0.01% -129 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,460 $586K 0.04% +118 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,456 $585K 0.04% -26 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,436 $580K 0.21% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,435 $580K 0.06% -334 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,430 $578K 0.17% +830 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,428 $578K 0.04% +109 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,420 $576K 0.34% +235 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,421 $576K 0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,391 $575K 0.3% +8 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,416 $575K 0.06% -143 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,403 $572K 0.09% +340 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,396 $570K +685 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,389 $569K 0.02% +391 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,380 $566K 0.38% +105 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,376 $566K 0.04% -503 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,362 $562K 0.5% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,351 $559K 0.05% -100 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,345 $558K 0.09% +4 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,343 $558K 0.31% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,327 $555K 0.01% +421 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,320 $552K 0.02% +24 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,309 $550K 0.03% +294 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,307 $549K 0.04% +6 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,307 $549K 0.28% +46 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,306 $549K <0.01% -9,552 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,301 $548K 0.06% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,301 $548K 0.2% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,281 $543K 0.36% -301 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,280 $543K 0.04% -2,521 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,280 $543K 0.3% +17 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,278 $542K 0.05% +22 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,262 $538K 0.09% -71 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,254 $537K 0.1% +54 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,252 $536K 0.03% +32 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,245 $534K 0.21% +131 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,209 $534K 0.01% +953 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,243 $534K <0.01% -292,952 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,241 $533K 0.01% +346 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,232 $531K 0.02% -233 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,233 $531K 0.07% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,222 $529K 0.1% -326 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,221 $529K 0.01% +70 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,220 $529K 0.02% +894 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,217 $528K 0.09% +98 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,212 $526K 0.07% +41 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,862 $526K 0.07% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,605 $525K 0.44% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,204 $525K 0.1% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,193 $522K 0.06% +130 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,187 $521K 0.03% +224 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,173 $517K 0.02% new 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,164 $515K 0.11% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,157 $513K 0.03% +5 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,141 $510K 0.18% +12 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,134 $508K 0.02% +37 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,131 $507K 0.04% +21 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,126 $506K 0.06% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,119 $504K 0.12% -1,200 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,112 $503K 0.1% -137 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,112 $503K 0.15% +68 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,108 $502K <0.01% -321 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,106 $501K 0.31% -195 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,099 $500K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,100 $500K 0.02% +1 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,092 $498K 0.06% +116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,087 $497K 0.05% +111 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,903 $494K 0.01% -475 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,068 $492K <0.01% +166 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,061 $491K 0.02% +13 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,055 $489K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,050 $488K 0.02% -5,448 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,048 $487K 0.13% -1,815 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,036 $485K 0.05% +203 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,023 $482K 0.16% +23 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,013 $482K 0.03% -1,983 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,018 $480K 0.31% +435 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,004 $477K 0.02% -31,020 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $476K 0.02% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,999 $476K 0.01% -365 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,994 $475K 0.09% +78 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,985 $472K 0.14% +566 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,966 $468K 0.24% +82 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,964 $468K 0.01% -276 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,957 $466K 0.04% -53 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,945 $463K 0.04% +111 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,940 $462K 0.02% -571 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,939 $462K 0.82% +28 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,929 $459K 0.04% -1,215 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,925 $458K 0.04% -97 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,925 $458K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,924 $458K 0.06% -44 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,923 $458K 0.05% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,910 $455K 0.02% +88 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,910 $455K 0.01% -120 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,907 $454K 0.32% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,903 $453K 0.01% -25 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,900 $452K 0.06% +420 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,892 $450K 0.03% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,890 $450K 0.04% -697 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,859 $442K 0.02% -9,366 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,857 $442K 0.02% +7 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,856 $442K 0.04% -276 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,850 $440K 0.33% -400 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,846 $439K 0.04% -56 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,845 $439K 0.04% +844 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,843 $439K 0.12% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,840 $438K 0.23% +332 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,839 $438K 0.02% -37 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,832 $436K 0.09% +206 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,830 $436K 0.12% +890 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,824 $434K 0.11% +483 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,817 $432K 0.02% -277 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,816 $432K 0.1% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,812 $431K 0.01% -2,352 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,808 $430K 0.02% -2,240 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,750 $429K 0.07% +58 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,788 $426K 0.28% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,781 $424K 0.03% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,781 $424K 0.11% +1,260 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,777 $423K <0.01% +796 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,723 $422K 0.04% -201 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,773 $422K 0.03% +151 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,772 $422K 0.05% +318 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,772 $422K 0.21% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,768 $421K 0.04% +119 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,836 $419K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,752 $417K 0.14% +464 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,749 $416K 0.03% -122 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,747 $416K 0.03% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,742 $415K 0.08% -284 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,736 $413K 0.01% 0 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,732 $412K 0.05% new 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 1,730 $412K 0.04% -515 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,726 $411K 0.02% -623 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,725 $411K 0.59% +74 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,725 $411K 0.14% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,724 $410K 0.13% -20 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,723 $410K 0.33% -131 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,670 $409K 0.37% +373 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,720 $409K 0.04% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,716 $408K 0.01% +87 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,714 $408K 0.06% -2,174 13F-HR/A Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,713 $408K 0.33% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,712 $408K 0.34% +52 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,710 $407K 0.15% -15 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,708 $407K 0.05% -979 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,708 $407K 0.27% +84 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,705 $406K 0.07% +30 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,703 $405K 0.13% +10 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,703 $405K 0.08% +345 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,691 $402K 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,684 $401K 0.07% -526 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,682 $400K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,682 $400K 0.04% -134 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,682 $400K 0.07% -10 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,674 $398K 0.02% -38 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,674 $398K 0.01% +8 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,674 $398K 0.07% -3,653 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,662 $396K <0.01% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,659 $395K 0.01% +38 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,655 $394K 0.04% +31 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,653 $393K 0.11% -6,613 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,641 $391K 0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,639 $390K 0.05% -53 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,633 $389K 0.06% +121 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,632 $388K 0.07% -368 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,699 $388K 0.03% -28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,632 $388K <0.01% -514 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,627 $387K 0.09% -404 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,624 $387K 0.3% +46 13F-HR Timeline