Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,317 $1.41M 0.13% +241 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,316 $1.41M 1.07% +33 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,300 $1.41M 0.1% +512 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,297 $1.41M 0.06% +133 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,297 $1.41M 0.65% +250 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,296 $1.41M 0.13% +2,897 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,293 $1.41M 0.16% -123 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,273 $1.4M 0.18% -209 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,271 $1.4M 0.76% -356 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,267 $1.4M 1.36% 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,264 $1.4M 0.21% +49 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,260 $1.39M 0.09% +52 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,347 $1.39M 0.09% +110 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,238 $1.39M 0.04% -436 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,237 $1.39M 0.17% -154 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,229 $1.38M 0.06% -172 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,227 $1.38M 0.4% -1,451 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,215 $1.38M 0.29% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,212 $1.38M 0.1% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,206 $1.38M 0.22% -165 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,203 $1.38M 0.06% +896 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,197 $1.37M 1.09% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,181 $1.37M <0.01% -428 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,165 $1.36M 1.33% 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,150 $1.36M 0.41% -174 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,604 $1.35M 0.28% +236 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,137 $1.35M 0.07% -403 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,130 $1.35M 0.57% -4 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,129 $1.35M 0.5% +28 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,116 $1.35M 1.37% 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,115 $1.35M 0.72% +402 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,113 $1.35M 0.03% +5 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,113 $1.35M 0.89% -90 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,110 $1.35M 0.05% -773 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,096 $1.34M 0.15% +11 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,076 $1.33M 0.47% +3,354 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,073 $1.33M 0.05% +61 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,067 $1.33M 0.92% +137 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,058 $1.33M 0.88% -36 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,054 $1.33M 0.25% +330 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,053 $1.33M 0.49% -99 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,050 $1.33M 0.08% -450 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,050 $1.33M 0.15% +811 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,032 $1.32M 0.05% +163 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,016 $1.31M 0.29% +100 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,014 $1.31M 0.12% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,009 $1.31M 0.3% -6 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,005 $1.31M 0.13% -539 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,004 $1.31M 0.08% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,997 $1.31M 0.1% -5 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,986 $1.3M 0.61% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $1.3M 0.56% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,970 $1.3M 0.06% 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,966 $1.3M 0.48% -5 13F-HR Timeline CROBAN More: the full row for CROBAN 3,960 $1.3M 0.62% +73 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,961 $1.3M 0.03% +30 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,958 $1.3M 0.12% +51 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,938 $1.29M 0.1% -602 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,762 $1.29M 0.13% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,932 $1.29M 0.33% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,906 $1.28M 0.17% -73 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,896 $1.28M 0.17% +83 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,890 $1.27M 0.55% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,885 $1.27M 0.08% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,883 $1.27M 0.65% +9 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,874 $1.27M 0.14% +7 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 3,870 $1.27M 0.77% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 3,869 $1.27M 0.91% -83 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,864 $1.26M 0.17% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,864 $1.26M 0.21% +1,857 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,843 $1.26M 0.28% -3,602 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,833 $1.25M 0.42% +96 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,827 $1.25M 0.31% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,840 $1.25M 0.16% -27 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,822 $1.25M 0.24% +74 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,813 $1.25M 0.14% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,811 $1.25M 0.07% -3 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,804 $1.25M 0.04% -212 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,804 $1.25M 0.68% +1,080 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,800 $1.24M 0.35% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,798 $1.24M 0.73% 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,793 $1.24M 1.07% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,784 $1.24M 0.85% -270 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,756 $1.23M 0.07% +5 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,191 $1.23M 0.88% -453 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,744 $1.23M 1.25% +3,470 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,516 $1.22M 0.3% +457 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,726 $1.22M 0.14% +56 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,718 $1.22M 0.2% +1,207 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,717 $1.22M 1.08% +6 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,713 $1.22M 0.45% +17 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,711 $1.21M 0.34% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,710 $1.21M 0.34% +2,117 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,708 $1.21M 0.52% +75 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,700 $1.21M 0.74% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,690 $1.21M 0.38% +4 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,684 $1.21M 0.3% +14 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,671 $1.2M 0.27% +193 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,670 $1.2M 0.31% -26 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,662 $1.2M 0.32% +71 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,662 $1.2M 0.78% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,661 $1.2M 0.63% -365 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,654 $1.2M 0.17% +656 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,653 $1.2M 0.33% +308 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,653 $1.2M 0.8% -20 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,240 $1.19M 0.48% +39 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,637 $1.19M 0.3% -35 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,637 $1.19M 0.15% -518 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,635 $1.19M 0.16% -100 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,630 $1.19M 0.07% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,630 $1.19M 0.02% +247 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,607 $1.18M 0.07% +1,166 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,606 $1.18M 0.5% +57 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,604 $1.18M 0.13% -78 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,597 $1.18M 0.17% +281 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,592 $1.18M 0.02% +3 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,569 $1.17M 0.16% +104 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,566 $1.17M 0.11% -43 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,565 $1.17M 0.09% -412 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,550 $1.16M 0.02% -18 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,547 $1.16M 0.46% +26 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,536 $1.16M 0.41% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,515 $1.15M 0.84% -480 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,495 $1.14M 0.1% +27 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 3,479 $1.14M 0.03% -53,043 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,476 $1.14M 0.16% -189 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,475 $1.14M 0.04% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,467 $1.13M 0.45% -28 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,459 $1.13M 0.11% -361 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,458 $1.13M 0.07% -1,369 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,454 $1.13M 0.37% -64 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,451 $1.13M 0.37% -675 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,450 $1.13M 0.08% +228 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,450 $1.13M 0.07% +248 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,475 $1.13M 1.04% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,445 $1.13M 0.36% +42 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,447 $1.13M 0.02% -93,742 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,445 $1.13M 0.2% +620 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,444 $1.13M 0.09% +2 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,438 $1.13M 0.32% +119 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,437 $1.12M 0.28% -150 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,436 $1.12M 0.07% -26,088 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,435 $1.12M 0.08% +214 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,419 $1.12M 0.33% -24 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,414 $1.12M 0.18% +1,075 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,409 $1.12M 0.49% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,408 $1.12M 0.14% -137 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,402 $1.11M +913 Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,401 $1.11M 0.02% +560 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,399 $1.11M 0.21% -2 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,395 $1.11M 0.18% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,391 $1.11M 0.03% -70 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,385 $1.11M 0.64% -92 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,380 $1.11M 0.33% -80 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,374 $1.1M 0.08% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,291 $1.1M 0.42% +1,594 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,356 $1.1M 0.08% +34 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,356 $1.1M 0.15% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,353 $1.1M 1.22% -2,770 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,382 $1.1M 0.05% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,351 $1.1M 0.17% -170 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,341 $1.09M 0.26% -184 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,333 $1.09M 0.67% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,332 $1.09M 0.38% +1,404 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,326 $1.09M 0.58% -75 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,319 $1.09M 0.15% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,316 $1.09M 0.25% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,307 $1.08M 0.26% +340 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,303 $1.08M 0.13% +2,097 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,290 $1.08M 0.09% +199 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,292 $1.08M 0.05% +1,662 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,290 $1.08M 0.07% +435 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,287 $1.08M 0.08% -93 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,282 $1.07M 0.06% +110 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,282 $1.07M 0.16% +28 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,279 $1.07M 0.36% -247 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,275 $1.07M 0.38% +38 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,274 $1.07M 0.15% -508 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,117 $1.07M 0.86% -298 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,258 $1.07M 0.11% -240 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,252 $1.06M 0.24% -21 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,250 $1.06M 0.5% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,243 $1.06M 0.21% -365 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,242 $1.06M 0.02% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,222 $1.05M 0.46% -8 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,214 $1.05M 0.14% -604 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,213 $1.05M 0.2% +1,758 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,212 $1.05M 0.43% +103 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,107 $1.05M 0.28% +1,543 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,200 $1.05M 0.06% +222 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,198 $1.05M 0.14% +26 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,194 $1.05M 0.15% -409 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,191 $1.04M 0.03% -360 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,189 $1.04M 0.25% -10 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,180 $1.04M 0.24% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,180 $1.04M 0.07% -1,382 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,179 $1.04M 0.56% -24 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,178 $1.04M 0.18% -435 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,037 $1.04M 0.46% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,178 $1.04M -45 Timeline