Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,946 $417K 0.17% -100 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,943 $416K 0.08% -531 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,942 $416K 0.02% -97 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,940 $415K 0.1% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,935 $414K 0.23% -54 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,935 $414K 0.28% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,932 $414K 0.1% +39 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,980 $413K 0.3% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,926 $412K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,924 $412K 0.04% -842 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,922 $412K 0.12% -50 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,923 $412K 0.03% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,912 $409K 0.01% -184 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,912 $409K 0.01% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,908 $409K 0.3% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,906 $408K 0.23% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,890 $405K 0.01% +52 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,885 $404K 0.02% new 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,880 $403K 0.35% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,877 $402K 0.22% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,874 $401K 0.06% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,874 $401K 0.1% -197 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,868 $400K 0.03% +181 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,866 $400K 0.12% +216 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,864 $399K 0.37% +25 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,861 $399K 0.17% -13 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,859 $398K 0.05% -96 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,857 $398K 0.04% +252 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,855 $397K 0.08% +79 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,851 $396K 0.05% +93 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,847 $396K 0.1% 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,847 $396K 0.12% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,843 $395K 0.05% -1,984 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,842 $394K 0.01% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,842 $394K 0.11% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,827 $391K 0.08% +139 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,826 $391K 0.1% -44 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,556 $391K 0.26% -300 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,824 $391K 0.08% +62 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,818 $389K 0.15% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,818 $389K 0.08% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,816 $389K 0.08% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,816 $389K 0.06% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,816 $389K 0.05% +40 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,816 $389K 0.02% -462 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,813 $388K 0.11% -919 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,812 $388K 0.02% -236 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,806 $387K 0.02% -181 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,805 $387K 0.28% -125 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,803 $386K 0.03% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,802 $386K 0.06% -29 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,800 $385K 0.1% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,800 $385K 0.24% -20 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,799 $385K 0.37% +161 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,798 $385K 0.02% +477 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,800 $385K <0.01% 0 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,790 $383K 0.07% 0 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,788 $383K 0.06% 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,787 $383K 0.07% +201 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,786 $382K 0.09% +230 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,785 $382K 0.02% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,784 $382K 0.4% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,779 $381K 0.09% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,779 $381K 0.03% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,776 $380K 0.04% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,769 $379K 0.3% +149 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,767 $378K 0.09% -100 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,765 $378K 0.04% +30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,765 $378K 0.04% +23 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,764 $378K 0.04% +69 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,763 $378K 0.39% -124 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,761 $377K 0.36% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,760 $377K 0.12% +157 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,760 $377K 0.24% -12 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,757 $376K 0.05% +19 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,752 $375K 0.1% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,749 $375K 0.1% +209 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,741 $373K 0.15% +483 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,668 $373K 0.06% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,731 $371K 0.08% +170 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,730 $370K 0.12% -2,529 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,725 $369K 0.11% +147 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,725 $369K 0.05% +34 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,725 $369K 0.29% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,722 $369K 0.1% +355 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,721 $369K 0.06% +118 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,717 $368K 0.18% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,716 $367K 0.15% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,715 $367K 0.07% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,711 $366K 0.06% -11,956 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,709 $366K 0.02% -403 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,707 $366K 0.09% -46 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,705 $365K 0.15% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,701 $364K 0.05% +350 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,698 $364K 0.06% -7 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,695 $363K 0.3% -960 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,693 $363K 0.05% -23 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,689 $362K 0.13% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,687 $361K 0.23% -6 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,685 $361K 0.07% -82 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,685 $361K 0.01% +285 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,684 $361K 0.2% -236 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,684 $361K 0.16% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,678 $359K 0.01% -12 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,678 $359K 0.18% +71 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,678 $359K 0.04% +22 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,606 $359K 0.06% +58 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,676 $359K 0.11% +22 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,676 $359K 0.07% 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,671 $358K 0.16% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,671 $358K 0.17% +281 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,671 $358K 0.18% -355 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,670 $358K 0.2% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,669 $357K 0.39% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,668 $357K 0.2% +169 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,665 $357K 0.37% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,663 $356K 0.07% +230 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,661 $356K 0.02% +51 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,661 $356K 0.07% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,658 $355K 0.08% -43,689 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 1,657 $355K 0.22% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,655 $354K 0.07% +284 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,653 $354K 0.02% new 13F-HR Timeline Group Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,653 $354K 0.11% +50 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,650 $353K 0.05% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,650 $353K 0.29% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,648 $353K 0.08% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,647 $353K 0.02% -24 13F-HR Timeline American Trust More: the full row for American Trust 1,643 $352K 0.03% 0 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,643 $352K 0.14% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,640 $351K 0.07% -1,385 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 1,638 $351K 0.08% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,626 $348K <0.01% +53 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,624 $348K 0.15% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,618 $347K 0.19% +39 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,616 $346K 0.24% +596 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,460 $346K 0.13% +7 13F-HR/A Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,613 $345K 0.25% -85 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,610 $345K 0.01% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,610 $345K 0.13% -100 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,610 $345K 0.21% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,609 $345K 0.24% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,608 $344K 0.23% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,606 $344K 0.03% +50 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,600 $343K 0.03% -129 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,599 $342K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,598 $342K 0.07% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,593 $341K 0.01% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,592 $341K 0.08% -46 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,592 $341K 0.09% +238 13F-HR/A Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,590 $341K 0.1% +51 13F-HR/A Timeline Keenan, LLC More: the full row for Keenan, LLC 1,582 $339K 0.3% 13F-HR/A Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,581 $339K 0.1% -294 13F-HR/A Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,580 $338K 0.23% +39 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,579 $338K 0.08% +24 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,578 $338K 0.11% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,578 $338K 0.13% -93 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,576 $338K 0.22% -35 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,574 $337K 0.03% -12 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,574 $337K 0.08% -20 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,573 $337K 0.26% -140 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,568 $336K 0.12% -190 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,565 $335K 0.02% +33 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,565 $335K 0.31% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,564 $335K 0.12% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,563 $335K 0.07% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,561 $334K 0.03% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 1,555 $333K 0.1% -12,090 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,555 $333K 0.03% +306 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,555 $333K 0.13% +25 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,551 $332K 0.02% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,548 $332K 0.05% -57 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,546 $331K 0.28% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,545 $331K 0.04% -20 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,540 $330K 0.29% 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,536 $329K 0.04% 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,530 $328K <0.01% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,526 $327K 0.18% +258 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,525 $327K 0.34% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,524 $326K 0.03% +144 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,524 $326K 0.11% -339 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,524 $326K 0.09% -288 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,521 $326K 0.03% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,519 $325K 0.11% +5 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,514 $324K 0.19% -93 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,513 $324K 0.04% -363 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,509 $323K 0.02% -30 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,509 $323K 0.19% +12 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,508 $323K 0.2% +112 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,500 $323K 0.01% -10,964 13F-HR/A Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,503 $322K 0.08% -23 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,503 $322K 0.13% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,500 $321K 0.06% +270 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 1,500 $321K 0.17% -500 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,499 $321K 0.11% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,498 $321K 0.03% +67 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,491 $319K 0.02% -66 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,867 $319K 0.02% +35 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 1,489 $319K 0.09% -97 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,486 $318K 0.02% -889 13F-HR Timeline