Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,319 $921K 0.01% -211,963 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,314 $919K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,308 $917K 0.02% +125 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,305 $915K 0.11% +28 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,302 $914K 0.03% +201 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,284 $907K 0.5% +1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,281 $906K 0.11% +100 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,276 $904K 0.04% +777 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,319 $902K 0.39% -36 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,261 $898K 0.31% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,260 $898K 0.24% -4,186 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,254 $895K 0.07% +178 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,252 $895K 0.05% +940 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 2,252 $894K <0.01% -8,283 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,250 $894K 0.21% +463 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,248 $893K 0.13% +23 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,242 $890K <0.01% +55 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,242 $890K 0.19% +23 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,265 $890K 0.1% -43 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,233 $887K 0.05% -45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,221 $882K 0.04% -181 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,214 $879K 0.09% -52 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,213 $879K 0.04% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,211 $878K 0.08% +91 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,207 $877K 0.54% -184 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,204 $875K 0.11% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,177 $865K 0.14% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,173 $863K 0.09% -78 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,172 $863K 0.09% -933 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,171 $862K 0.24% -727 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,142 $851K 0.08% +569 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,129 $846K 0.12% -38 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,126 $844K 0.09% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,126 $844K 0.05% -33 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,126 $844K 0.08% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,126 $844K 0.13% -242 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,120 $842K 0.11% +249 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,112 $839K 0.07% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,093 $831K 0.08% -23 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,093 $831K 0.08% -400 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,087 $829K 0.11% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 2,085 $828K 0.44% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,083 $827K 0.12% -105 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,077 $825K 0.02% +45 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,074 $824K 0.02% +17 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,066 $821K 0.02% -350 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,063 $819K 0.37% -181 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,057 $817K 0.16% -162 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,053 $816K 0.52% -321 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,051 $815K 0.12% -58 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,049 $814K 0.05% +228 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,047 $813K 0.02% +369 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,046 $813K 0.08% +63 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,044 $812K 0.31% +394 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,044 $812K 0.28% -756 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,036 $809K 0.18% 0 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,036 $809K 0.08% +72 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,028 $805K 0.05% 0 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 2,023 $803K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,019 $802K 0.01% +317 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,016 $801K 0.12% +1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,014 $800K 0.02% +351 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,013 $800K 0.04% -20 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $794K 0.03% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $794K 2.23% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,996 $793K 0.14% -102 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,991 $791K 0.01% -1,088 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,983 $788K 0.06% +44 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,976 $785K 0.14% +34 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,971 $783K 0.03% -338 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,959 $778K 0.28% +792 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1,949 $774K 0.49% -1,738 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,943 $772K 0.02% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,939 $770K 0.11% -110 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,929 $766K 0.01% -464 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,921 $763K 0.05% +123 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,921 $763K 0.06% +4 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,914 $760K 0.24% +101 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,913 $760K 0.06% +31 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,908 $758K 0.42% +1 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,900 $755K 0.08% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,898 $754K 0.04% -246 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,893 $752K 0.08% -37 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,893 $752K 0.03% +21 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,889 $750K 0.18% -144 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,889 $750K 0.01% -1,352 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,885 $749K 0.05% +46 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,882 $747K 0.01% -2,510 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 1,881 $747K 0.19% -8,638 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,874 $744K 0.07% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,870 $743K 0.11% +23 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,869 $742K 0.04% +47 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,859 $738K 0.01% +61 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,853 $736K 0.07% +5 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,850 $735K 0.51% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,849 $734K 0.4% +73 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 1,844 $732K 0.01% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,843 $732K 0.13% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,839 $730K 0.02% -76 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,831 $727K 0.17% +66 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,825 $725K 0.02% -78 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,824 $724K 0.03% -197 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,814 $720K 0.43% -452 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,802 $716K 0.04% +183 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,801 $715K 0.03% +495 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,783 $708K 0.13% +99 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,774 $705K 0.28% -133 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,768 $702K 0.47% -7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,765 $701K 0.13% +350 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,755 $697K 0.09% +27 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,755 $697K 0.17% +250 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,753 $696K 0.04% +102 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,746 $693K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,917 $693K 0.04% +112 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,745 $693K 0.07% -36 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,740 $691K 0.33% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,881 $691K 0.45% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,734 $689K 0.12% -600 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,723 $684K 0.11% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,723 $684K 0.42% -7 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,720 $683K 0.16% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,719 $683K 0.96% -58 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,719 $683K 0.27% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,718 $682K 0.04% +171 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,709 $679K 0.1% -320 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 1,704 $677K 0.23% 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,701 $676K 0.11% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,697 $674K 0.22% -18 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,695 $673K 0.06% +6 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,694 $673K 0.06% +352 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,692 $672K 0.01% +73 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,688 $670K 0.01% +26 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,684 $669K 0.2% +57 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,682 $668K 0.54% +418 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,681 $668K 0.29% +89 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,680 $667K 0.36% -350 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,746 $661K 0.16% +2,766 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,657 $658K 0.17% -77 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,653 $657K 0.16% -7 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,680 $655K 0.01% +69 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,648 $655K 0.02% -6 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,645 $653K 0.05% +515 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,643 $653K 0.04% +98 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,640 $651K 0.16% -18 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,630 $647K 0.37% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,624 $645K 0.05% -307 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,621 $644K 0.18% +49 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,619 $643K 0.1% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,615 $641K 0.01% +605 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,612 $640K 0.05% -122 13F-HR/A Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,600 $635K 0.05% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,599 $635K 0.06% -116 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,599 $635K 0.19% -85 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,594 $634K 0.02% +265 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,590 $631K 0.1% -102 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,589 $631K 0.57% -1,295 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,586 $630K 0.13% -140 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,571 $624K 0.1% +321 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,569 $623K 0.12% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,567 $622K 0.02% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,561 $620K 0.04% +57 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,550 $616K 0.03% +339 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,549 $615K 0.25% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,548 $615K 0.15% -228 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,541 $612K 0.12% -1,128 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,630 $612K 0.57% -399 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,537 $610K 0.12% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,542 $610K 0.02% +25 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,532 $608K 0.01% +19 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,531 $608K 0.16% +23 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,531 $608K 0.09% -141 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,527 $607K 0.29% +1 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,521 $604K 0.17% -354 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,509 $600K 0.05% +184 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,507 $598K 0.04% +878 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,506 $598K 0.07% +24 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,498 $595K 0.29% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,495 $594K 0.11% -2 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,493 $593K 0.11% +216 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,480 $588K 0.35% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,473 $585K 0.03% +97 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,466 $582K 0.09% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,466 $582K 0.03% +231 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,465 $582K 0.34% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,461 $580K 0.12% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,459 $579K 0.04% -8 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,459 $579K 0.26% +232 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,458 $579K 0.13% +74 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,449 $576K 0.14% +58 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,448 $575K 0.14% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,443 $573K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,437 $571K 0.05% +615 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,435 $570K 0.02% +14 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,435 $570K 0.07% +302 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,434 $569K 0.04% -58 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,432 $569K 0.21% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,428 $567K 0.01% +699 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,421 $564K 0.18% -47 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,420 $564K 0.08% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,417 $563K 0.39% +20 13F-HR Timeline