Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 18,861 $2.33M 0.4% +15,110 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 18,800 $2.33M 0.21% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,679 $2.31M 0.28% -761 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 18,679 $2.31M 0.6% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,255 $2.26M 0.08% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 18,279 $2.26M 0.7% -10,760 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,268 $2.26M 0.35% -11,531 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 18,200 $2.25M 0.84% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,123 $2.24M 0.1% -4,804 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 18,024 $2.23M 1.11% -8,084 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,003 $2.23M 0.02% -1,272 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,908 $2.22M 0.01% +824 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,867 $2.21M 0.02% +5,143 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 17,822 $2.21M 0.54% new 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 17,812 $2.2M 2% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,807 $2.2M 0.04% +1,634 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,787 $2.2M 0.04% -694 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,466 $2.19M 0.2% +2,240 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 17,653 $2.18M 0.8% +650 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 17,595 $2.18M 1.52% -553 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 17,540 $2.17M 0.03% +5,751 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,459 $2.16M 0.14% -2,358 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 17,441 $2.16M 0.4% +97 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 17,353 $2.15M 0.07% +3,934 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,709 $2.14M 0.13% +4,758 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 17,200 $2.13M 0.07% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 17,172 $2.13M 0.61% -1,098 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 17,136 $2.12M 0.29% +14,212 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,012 $2.11M 0.05% -508 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 16,858 $2.09M 1.08% +16,766 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 16,815 $2.08M 0.24% +46 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 16,720 $2.07M 1.53% -560 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 16,494 $2.07M 0.06% +13,389 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 14,575 $2.06M 1.18% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 16,657 $2.06M 0.33% -200 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 16,653 $2.06M 1.24% +6,670 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 16,600 $2.05M 0.13% -458 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 16,534 $2.05M 0.01% -25,880 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 16,533 $2.05M 0.03% +4,216 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 16,530 $2.05M 0.86% -555 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,496 $2.04M 0.14% -650 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 16,458 $2.04M 1.19% +6,062 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,434 $2.03M 0.06% +836 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 16,386 $2.03M 0.6% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,381 $2.03M 0.03% +12,203 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,313 $2.02M 0.05% +198 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 16,259 $2.01M 0.28% -3,682 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 16,211 $2.01M 0.07% new 13F-HR/A Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 16,148 $2M 0.8% new 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 16,132 $2M 0.45% -2,700 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 15,947 $1.97M 0.6% -6,999 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 15,888 $1.97M 0.38% +156 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,870 $1.96M 0.06% +3,083 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,838 $1.96M 0.03% -4,118 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 15,819 $1.96M 0.35% +1,178 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 15,817 $1.96M 0.3% -77,257 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 15,677 $1.94M +990 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. 15,676 $1.94M 0.31% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 15,676 $1.94M 0.72% -107 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 15,647 $1.94M 1.05% -83 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 15,600 $1.93M 0.96% -1,800 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 15,460 $1.91M 0.7% -3,678 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 15,400 $1.91M 0.47% -3,600 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 15,297 $1.89M 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 15,121 $1.87M 0.56% +5,620 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,103 $1.87M 0.14% +4,962 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 15,013 $1.86M 0.61% +800 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,924 $1.85M 0.09% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 14,836 $1.84M 0.48% -151 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,699 $1.82M 0.18% -111 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,617 $1.81M 0.04% +2,464 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 14,603 $1.81M 0.21% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,599 $1.81M 0.06% +1,343 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 14,484 $1.79M 0.11% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,327 $1.77M 0.1% +2,092 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,281 $1.77M 0.05% +6,170 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,211 $1.76M 0.05% +4,297 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,048 $1.74M 0.06% +9,311 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 13,966 $1.73M 0.67% -580 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 13,914 $1.72M 1.47% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,879 $1.72M 0.12% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,871 $1.72M 0.38% +152 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,862 $1.72M 0.18% +1,434 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,750 $1.7M 0.39% -100 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 13,748 $1.7M 0.65% +4,314 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 13,712 $1.7M 0.83% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,605 $1.68M 0.07% -1,686 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,560 $1.68M 0.01% +6,378 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,548 $1.68M 0.01% +59 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,457 $1.67M 0.07% +28 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14,053 $1.66M 0.14% -4,556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 13,402 $1.66M 0.56% +5,073 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 13,287 $1.64M 0.57% +8,392 13F-HR Timeline 111 Capital More: the full row for 111 Capital 13,265 $1.64M 0.31% -3,550 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,214 $1.64M 0.08% +4,613 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,124 $1.62M 0.51% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 11,838 $1.62M 0.57% -129 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,062 $1.62M 0.07% +9,158 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,891 $1.6M 0.2% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 12,896 $1.6M 1.05% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 12,805 $1.58M 0.44% +9,261 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,797 $1.58M 0.08% -113,571 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,792 $1.58M 0.12% -5,540 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,701 $1.57M 0.06% +869 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,609 $1.56M 0.04% -23,971 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,573 $1.56M 0.53% -813 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,544 $1.55M 0.07% +1,985 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,506 $1.55M 0.58% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,482 $1.54M +858 Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 12,475 $1.54M 1.19% +9,277 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 12,381 $1.53M 0.08% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,068 $1.49M 0.19% +8,039 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 11,985 $1.48M 0.06% +777 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,945 $1.48M 0.12% +11,446 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 11,916 $1.47M 0.62% +2,698 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 11,913 $1.47M 0.1% -557 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 11,908 $1.47M 0.99% -9 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,850 $1.47M 0.21% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,833 $1.46M 0.05% +5,408 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,820 $1.46M 0.04% -3,775 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 11,813 $1.46M 0.18% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,748 $1.45M 0.08% +384 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 11,564 $1.43M 0.03% -1,300 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 11,517 $1.43M 0.69% +5,509 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,452 $1.42M 0.45% +8,812 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 11,443 $1.42M 0.53% +5,115 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,422 $1.41M 0.07% +2,530 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 11,390 $1.41M 0.24% -90 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 11,378 $1.41M 0.21% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,194 $1.4M 0.04% +1,886 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,301 $1.4M 0.11% -13,466 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 11,233 $1.39M 0.14% -128,057 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,176 $1.38M 0.15% +1,203 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,152 $1.38M 0.02% +3,480 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 11,094 $1.37M 0.1% -2,002 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 11,090 $1.37M 0.04% new 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 11,041 $1.37M 0.27% -580 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,020 $1.36M 0.03% +1,844 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 10,980 $1.36M 0.37% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 10,868 $1.34M 0.1% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,860 $1.34M 0.07% +47 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,757 $1.34M -837 Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 10,688 $1.32M 0.21% +7,458 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 10,653 $1.32M 0.25% +209 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,556 $1.31M 0.11% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,551 $1.31M 0.09% -849 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 18,705 $1.3M 0.25% -9,050 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,482 $1.3M 0.18% +2,621 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,461 $1.29M 0.31% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 10,406 $1.29M 0.08% +1,782 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,261 $1.27M <0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,247 $1.27M 0.03% +609 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,245 $1.27M 0.38% -1,133 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 10,189 $1.26M 0.22% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,132 $1.25M 0.41% +354 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,118 $1.25M 0.01% +570 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,095 $1.25M 0.03% +6,672 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,060 $1.24M 0.08% +5,315 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,049 $1.24M 0.08% -415 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,019 $1.24M 0.49% -129 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,960 $1.23M 0.14% -75 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,948 $1.23M 0.01% -1,122 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,946 $1.23M 0.03% -2,249 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,899 $1.22M 0.12% +324 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,836 $1.22M 0.22% +421 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,835 $1.22M 0.03% +317 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,829 $1.22M 0.41% +191 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,825 $1.22M 0.12% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 9,745 $1.21M 0.16% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,674 $1.2M 0.23% -5 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 9,665 $1.2M 0.15% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 9,663 $1.2M 0.15% -232 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,646 $1.19M 0.96% +3,797 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,600 $1.19M 0.07% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,596 $1.19M 0.18% -14 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 9,557 $1.18M 0.2% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,517 $1.18M 0.1% +1,039 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 9,459 $1.17M 0.92% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,459 $1.17M 0.92% -84 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,456 $1.17M 0.13% -27 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,443 $1.17M 0.14% -2,674 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,409 $1.16M 0.07% +2,501 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,387 $1.16M 0.05% -1,030 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,330 $1.15M 0.16% +145 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,311 $1.15M 0.04% -247 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,310 $1.15M 0.29% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,266 $1.15M 0.12% +82 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 9,216 $1.14M 0.08% +627 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,159 $1.13M 0.06% +5,264 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,146 $1.13M 0.25% -1,765 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 9,145 $1.13M 0.02% +383 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,141 $1.13M -1 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,119 $1.13M 0.06% -490 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 9,107 $1.13M 0.26% +500 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,139 $1.12M 0.36% +43 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,031 $1.12M 0.19% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,020 $1.12M 0.07% +2,443 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 9,009 $1.11M 0.6% -1,000 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,976 $1.11M 0.08% -16,667 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) 8,895 $1.1M 0.03% -51,086 13F-HR Timeline Group