PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,054 $2.07M 0.34% +489 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,043 $2.06M 0.17% +2 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,030 $2.06M 0.03% +35 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,997 $2.05M 0.09% +290 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,912 $2.03M 0.04% +206 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,909 $2.03M 0.1% -1,552 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,879 $2.02M 0.11% 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 6,827 $2M 0.67% -126 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,794 $1.99M 0.05% -2,025 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,794 $1.99M 0.03% -14 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,734 $1.97M 0.1% -21,547 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,732 $1.97M 0.03% +152 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,651 $1.95M <0.01% +2,802 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,605 $1.94M 0.08% +170 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,564 $1.92M 0.02% -741 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,485 $1.9M 0.13% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,414 $1.88M 0.92% -448 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,398 $1.88M 0.01% +5,620 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,395 $1.87M 0.03% +4,458 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,378 $1.87M 0.05% +338 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,358 $1.86M 0.61% +790 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 6,326 $1.85M 0.44% +3,140 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,321 $1.85M 0.1% +586 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,200 $1.82M 1.16% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,096 $1.81M 0.04% +2,070 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,160 $1.81M 0.05% -125 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,154 $1.8M 0.14% -227 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,104 $1.79M 0.05% -324 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,084 $1.78M 0.03% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,052 $1.77M 0.62% -20 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,048 $1.77M 0.78% +98 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,982 $1.75M 0.02% -123 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,932 $1.75M 0.06% -119 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,975 $1.75M 0.01% +167 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,975 $1.75M 0.24% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,916 $1.73M 0.01% +379 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,853 $1.72M 0.2% +533 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 5,844 $1.71M 0.88% -87 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,832 $1.71M 0.17% +2,563 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,788 $1.7M 0.49% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,781 $1.69M 0.73% -22 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,771 $1.69M 0.01% 0 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 5,762 $1.69M 0.62% -449 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 5,720 $1.68M 0.77% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,663 $1.66M 1.34% -142 13F-HR/A Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,646 $1.66M -42 Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,643 $1.65M 0.34% -8 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,589 $1.64M 0.12% -75 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,567 $1.63M 0.01% +374 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 5,560 $1.63M 5.37% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,530 $1.62M 0.73% 0 13F-HR/A Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5,529 $1.62M 0.06% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,504 $1.61M 0.05% +1,904 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 5,491 $1.61M 0.04% -2,204 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,095 $1.6M 0.11% -143 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,458 $1.6M 0.41% -635 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,426 $1.59M 0.01% -261 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,425 $1.59M 0.02% -42 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,211 $1.59M 0.03% -105 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 5,347 $1.57M 0.39% +702 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,344 $1.57M -386 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,324 $1.56M 0.06% +634 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,320 $1.56M 0.77% +44 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,304 $1.55M 0.02% -95 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,285 $1.55M 0.04% -1,047 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 5,274 $1.55M 0.32% +155 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 5,265 $1.54M 0.1% 0 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 5,264 $1.54M <0.01% -72 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,242 $1.54M 0.1% +238 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,224 $1.53M 0.05% +60 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,218 $1.53M 0.96% -8,160 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,205 $1.53M 0.09% +1,013 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,170 $1.52M 0.04% -357 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 5,159 $1.51M 0.85% -39 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,157 $1.51M 0.12% -298 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,884 $1.51M 0.01% -27 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,145 $1.51M 0.85% +490 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,128 $1.5M 0.05% -104 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,094 $1.49M 0.73% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,083 $1.49M 0.15% -1,343 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,008 $1.47M 0.12% +225 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,003 $1.47M 0.78% -1,273 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,002 $1.47M 0.01% -1,833 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,000 $1.47M 0.12% -53 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,960 $1.45M 0.37% +9 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,947 $1.45M 0.14% +314 13F-HR Timeline Group TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,880 $1.43M 0.45% -19 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,836 $1.42M 0.01% -2,530 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,835 $1.42M 0.24% +6 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,808 $1.41M 0.12% +1,028 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,771 $1.4M 0.03% -287 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,755 $1.39M 0.01% -1,865 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,750 $1.39M 0.46% -58 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,747 $1.39M +1,682 Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,745 $1.39M 0.28% +14 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,737 $1.39M 0.76% +2,103 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,712 $1.38M 0.56% +1,197 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,637 $1.36M 0.05% +44 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,611 $1.35M 0.01% -507 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,568 $1.34M 0.25% -306 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 14,584 $1.32M 0.08% +14,337 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,510 $1.32M 0.09% +214 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,507 $1.32M 0.02% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,504 $1.32M 0.11% 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 4,495 $1.32M 0.25% -291 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,480 $1.31M 0.32% -65 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,459 $1.31M 0.87% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,444 $1.3M 0.05% +249 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,440 $1.3M 0.05% +110 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,420 $1.3M 0.04% -42 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,417 $1.29M 0.47% +11 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,411 $1.29M 0.01% -430 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,400 $1.29M 0.12% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,398 $1.29M 0.14% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,394 $1.29M 0.18% +455 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,362 $1.28M 0.02% +718 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,348 $1.27M 0.02% +3,593 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,342 $1.27M 0.02% +505 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,338 $1.27M 0.01% +330 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,323 $1.27M 0.05% -327 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 4,294 $1.26M 0.69% +210 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,286 $1.26M 0.16% -460 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,280 $1.25M 0.03% -440 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,244 $1.24M 0.04% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,234 $1.24M 0.01% +576 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,231 $1.24M 0.05% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,231 $1.24M 0.76% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,223 $1.24M 0.37% -12 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,215 $1.24M <0.01% 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,215 $1.24M 0.04% +685 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,198 $1.23M 0.06% +44 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,165 $1.22M 0.01% +585 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,137 $1.21M 0.03% -304 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,131 $1.21M 0.06% -271 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,108 $1.2M 0.03% -3,509 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,106 $1.2M 0.01% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,105 $1.2M 0.3% -64 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 4,067 $1.19M 1.18% +23 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,059 $1.19M 0.02% -31 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 3,860 $1.19M 0.56% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,048 $1.19M 0.01% +88 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,042 $1.18M 0.03% +932 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,040 $1.18M 0.57% -266 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 4,036 $1.18M 0.55% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,030 $1.18M 0.11% +927 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,000 $1.17M 0.02% -1,500 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,000 $1.17M 0.03% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 4,000 $1.17M 0.39% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,999 $1.17M 0.3% +98 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,991 $1.17M 0.57% +312 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,983 $1.17M 0.21% -50 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,950 $1.16M 0.12% +1,508 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,941 $1.16M 0.18% -149 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,935 $1.15M 0.04% +290 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,927 $1.15M 0.04% -34 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,914 $1.15M 0.52% -5 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,643 $1.15M 0.47% +44 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,910 $1.15M 0.12% -3,164 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,888 $1.14M 0.24% -11 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,870 $1.14M 0.06% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,867 $1.13M 0.2% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,857 $1.13M 0.06% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,830 $1.12M 0.16% +11 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,830 $1.12M 0.04% -7 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,810 $1.12M 0.37% -1,777 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 3,809 $1.12M 0.77% +2,022 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,783 $1.11M 0.03% +134 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,772 $1.11M -214 Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,765 $1.1M 0.36% +327 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 3,762 $1.1M 1.07% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,758 $1.1M 0.12% -725 13F-HR/A Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,740 $1.1M 0.01% +66 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,732 $1.09M 0.15% +41 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,725 $1.09M 0.03% -215 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,686 $1.09M 0.02% -94 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,693 $1.08M 0.42% +303 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,679 $1.08M 0.23% -710 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,553 $1.07M 0.03% -1,992 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,638 $1.07M <0.01% -375 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,638 $1.07M 0.33% -275 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,636 $1.07M 0.01% -187 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,630 $1.06M 0.26% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,620 $1.06M <0.01% -1,812 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,617 $1.06M 0.05% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,599 $1.06M 0.01% +3,344 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,535 $1.04M 0.01% -91 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,532 $1.04M 0.12% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,517 $1.03M 0.02% +77 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,495 $1.02M 0.11% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,484 $1.02M 0.05% -81 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,450 $1.01M 0.11% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,425 $1M 0.07% +21 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,284 $1M 0.05% +1,354 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,421 $1M 0.02% +361 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,687 $1M 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,404 $998K 0.01% +43 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,399 $997K 0.42% +35 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,395 $995K 0.02% -6,990 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,394 $995K 0.19% -1,458 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,392 $995K 0.02% -426 13F-HR Timeline Group