Mendel Money Management More: the full row for Mendel Money Management 6,200 $1.09M 0.46% +3,185 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 6,174 $1.08M 0.61% -1,390 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,141 $1.08M 0.04% -140 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,138 $1.08M 0.08% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,128 $1.08M 0.02% -1,009 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,536 $1.06M 0.15% +1,663 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,052 $1.06M 0.32% -35 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,049 $1.06M 0.1% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,044 $1.06M 0.02% -429 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,039 $1.06M 0.1% -689 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,031 $1.06M 0.01% -498 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,024 $1.06M <0.01% -2,579 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 6,015 $1.06M 0.46% -123 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 6,000 $1.05M 0.05% -4,000 13F-HR/A Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,000 $1.05M 0.39% -1,420 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,947 $1.04M 0.02% -13,585 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,927 $1.04M 0.32% +91 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,877 $1.03M 0.02% -724 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,876 $1.03M 0.01% -890 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,871 $1.03M 0.27% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,865 $1.03M 0.46% -103 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,852 $1.03M 0.41% -25 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,783 $1.03M 0.02% -704 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,826 $1.02M 0.03% -2,937 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,799 $1.02M 0.01% +3,708 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,775 $1.01M 0.06% +1,543 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,712 $1M 0.98% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,711 $1M 0.01% -1,193 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,710 $1M 0.22% -1,180 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,695 $1000K -2,722 Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,690 $999K 0.14% +4,146 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,687 $998K 0.15% +1,757 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,680 $997K 0.16% -318 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for Sava Infond d.o.o. 5,500 $966K 0.13% -1,910 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 5,475 $961K 0.76% +1,005 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,458 $958K 0.29% -910 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,415 $951K 0.73% +1,403 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,318 $943K 0.06% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,356 $940K 0.03% +2,638 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,356 $940K 0.4% -100 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,320 $934K 0.12% -2,712 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,314 $933K 0.26% +2,894 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,217 $930K -335 Timeline Navalign, LLC More: the full row for Navalign, LLC 5,292 $929K 0.23% +546 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,255 $923K 0.26% -1,122 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,225 $917K 0.23% +280 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,210 $915K 0.26% +2,717 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,176 $910K 0.12% -721 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,147 $904K 0.17% -180 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,141 $903K 0.06% +2,703 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,133 $901K 0.01% +571 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,125 $900K 0.18% +3,792 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,098 $895K 0.04% 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,039 $885K 0.06% +193 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $878K 0.23% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,999 $878K 0.55% -1 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,941 $868K 0.1% +700 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,908 $862K 0.03% -481 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,900 $860K 0.2% -400 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,876 $856K 0.6% -769 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,847 $851K 0.02% -116 13F-HR Timeline CSU Producer Resources, Inc. 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More: the full row for GS Investments, Inc. 4,773 $838K 0.46% +180 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,747 $833K 0.02% -242 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,725 $830K 0.02% +584 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,723 $829K +564 Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 4,705 $826K 0.22% -4,209 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,699 $825K 0.56% -622 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,667 $819K 0.02% +52 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,660 $819K 0.17% 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,621 $811K 0.7% -3,283 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,610 $809K 0.5% -195 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,598 $807K 0.02% -5,835 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,596 $807K 0.01% +204 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,595 $807K 0.08% -301 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,571 $803K 0.08% -370 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,678 $801K 0.11% -5 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,561 $801K 0.26% -45 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,540 $797K 0.01% +448 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,536 $796K 0.01% -171 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,535 $796K 0.07% -140 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,522 $794K 0.01% -1,392 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,518 $793K 0.05% +1,464 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,502 $790K 0.1% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,492 $789K 0.72% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,485 $787K 0.04% +2,683 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,484 $787K 0.1% +3 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,461 $783K 0.11% -134 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,445 $780K 0.1% -615 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,404 $773K 0.06% +979 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,399 $772K 0.01% +161 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,354 $772K 0.02% -11,063 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,345 $763K 0.46% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,329 $760K 0.01% +2,143 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,327 $760K 0.01% +552 13F-HR/A Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 4,312 $757K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,309 $757K 0.06% -62 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 4,272 $750K +2,952 Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,254 $747K 0.1% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,242 $745K <0.01% -890 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,236 $744K 0.03% +1,590 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,226 $742K 0.08% +3 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,221 $741K 0.03% 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,204 $738K 0.06% -135 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,200 $737K 0.05% -500 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,197 $737K 0.05% -646 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,194 $736K 0.46% +161 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,190 $736K 0.03% +1,418 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,180 $734K 0.22% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,162 $731K 0.1% -471 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,158 $730K 0.22% -9 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,157 $730K <0.01% -1,897 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,142 $727K 0.52% +346 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,114 $722K 0.05% -112 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,110 $722K 0.36% +227 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,074 $715K 0.04% +39 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,062 $713K 0.14% -579 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,055 $712K 0.08% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,045 $710K 0.21% -210 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,042 $710K 0.32% -911 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,029 $707K 0.07% -1,400 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,024 $707K 0.04% -225 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,023 $706K 0.02% -1,817 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,983 $699K 0.02% -84,992 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,965 $697K 0.03% +146 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,961 $695K 0.01% +858 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,961 $695K 0.05% -1,829 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,959 $695K 0.01% -1,343 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,950 $694K 0.46% +100 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,944 $692K 0.04% -870 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,924 $689K 0.4% +578 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,909 $686K 0.02% +2,147 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,905 $686K 0.06% +380 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,904 $685K 0.01% -719 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,882 $682K 0.03% +300 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,878 $681K 0.03% -132 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 3,876 $681K 0.46% -340 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,869 $679K 0.2% -419 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,859 $678K 0.02% +2,101 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,822 $671K 0.02% new 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,814 $670K 0.05% -754 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,730 $655K 0.02% -1,238 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,728 $655K 0.29% -546 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,752 $652K 0.23% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,709 $651K 0.27% +206 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,686 $647K 0.21% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,686 $647K 0.06% -893 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,682 $646K 0.06% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,656 $642K 0.12% -16 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,647 $640K 0.01% +1,851 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,640 $639K 0.13% +203 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,637 $639K 0.26% +71 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,609 $634K 0.14% -104 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,599 $632K 0.15% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,594 $631K 0.03% +143 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,583 $629K 0.01% -907 13F-HR/A Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,574 $627K 0.42% -79 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,562 $625K 0.06% -1,504 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,547 $623K 0.01% -3,501 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,547 $623K 0.08% -85 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,534 $620K 0.47% 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,509 $616K 0.01% -1,182 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,508 $616K 0.04% -397 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,504 $615K 0.08% -2,288 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,472 $610K 0.43% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,471 $609K 0.5% -34 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,466 $609K -714 Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,456 $607K 0.04% -877 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,429 $602K 0.02% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,408 $598K 0.04% +50 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,403 $598K 0.06% new 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,400 $597K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,398 $597K 0.05% -1,151 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,379 $593K 0.64% 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,365 $591K 0.09% +35 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,362 $590K <0.01% -732 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,345 $587K 0.02% -955 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,284 $577K 0.01% -880 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,273 $575K 0.26% -125 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,255 $571K 0.16% +450 13F-HR Timeline Pinnacle Bancorp, Inc. 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