Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,246 $608K 0.14% -20 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,200 $599K 0.02% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,189 $597K <0.01% +1,327 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,181 $595K 0.01% +306 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,180 $595K 0.55% -24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,177 $595K 0.02% +242 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,167 $593K 0.07% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,158 $591K 0.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,156 $591K 0.01% -2,053 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,152 $590K 0.08% +1,602 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,130 $586K 0.01% 0 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,127 $585K 0.04% -216 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,117 $583K 0.03% -6,998 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,106 $581K 0.2% -1,625 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,102 $581K 0.03% +501 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,098 $580K 0.07% 0 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,036 $568K 0.09% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,032 $567K 0.2% -45 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,031 $567K 0.23% +293 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,013 $564K 0.05% +84 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,007 $563K 0.07% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,967 $555K 0.22% +45 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,992 $551K 0.09% -195 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,936 $550K 0.07% +28 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,927 $549K 0.01% -3,009 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,933 $549K 0.02% +510 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,921 $547K 0.03% -218 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,911 $545K 0.07% +67 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,911 $545K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,907 $544K 0.04% +425 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,894 $542K 0.02% -702 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,890 $541K 0.25% +71 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,870 $537K 0.17% -1,541 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,869 $537K 0.06% -240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,853 $534K 0.2% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,845 $532K 0.12% -12 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,844 $532K 0.08% -69 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,837 $531K 0.37% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,832 $530K 0.41% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,831 $530K <0.01% -135 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,814 $527K 0.17% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,808 $526K 0.07% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,853 $526K 0.01% +1,046 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,779 $520K 0.09% -159 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,763 $517K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,759 $516K 0.03% +329 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,735 $511K 0.01% +80 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,714 $508K 0.03% +35 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,702 $506K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,692 $504K 0.02% +58 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,663 $499K <0.01% +45 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,650 $496K 0.16% -709 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,645 $495K 0.16% -4,890 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,636 $493K 0.01% -287 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,636 $493K +272 Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,611 $489K 0.07% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,611 $489K 0.4% -925 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,610 $489K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,608 $488K 0.01% +516 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,607 $488K 0.04% +449 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,604 $487K 0.09% +549 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,598 $486K 0.09% +641 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,584 $484K 0.01% +1 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,583 $483K 0.06% +7 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 2,616 $481K 0.01% -43,988 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,565 $480K 0.24% +157 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,784 $480K 0.08% -3 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,553 $478K 0.11% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,542 $476K 0.01% -1,000 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,534 $474K 0.15% -600 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,532 $474K 0.09% -141 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,520 $472K 0.18% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,506 $469K 0.18% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,503 $468K 0.14% -68 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,498 $468K 0.03% +383 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,493 $467K 0.09% -1,843 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,486 $465K 0.01% -10,016 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,466 $462K 0.19% +142 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,455 $459K 0.01% +367 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,448 $458K 0.1% -901 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,447 $458K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,446 $458K 0.02% +1,071 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,435 $456K 0.3% +80 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,417 $452K 0.05% -255 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,405 $450K 0.04% -18 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,400 $449K 0.03% +370 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,400 $449K 0.06% -240 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,397 $449K 0.01% +1,028 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,395 $448K 0.04% -191 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,392 $448K 0.17% +190 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,389 $447K 0.03% -128 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,377 $445K 0.02% -8 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,374 $444K 0.05% -285 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,371 $444K 0.25% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,370 $444K 0.08% +232 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,362 $442K 0.01% +72 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,323 $435K 0.01% -82 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,241 $430K 0.36% +58 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,292 $429K 0.03% +180 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,290 $429K 0.02% -50 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,286 $428K 0.42% +265 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,277 $426K <0.01% +199 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,266 $424K 0.02% -200 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,265 $424K 0.01% +384 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,261 $423K 0.01% -99 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,255 $422K 0.01% +564 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,252 $421K 0.14% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,251 $421K 0.02% new 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 2,247 $421K 0.23% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,245 $420K 0.03% +684 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,238 $419K 0.16% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,234 $418K 0.29% +360 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,229 $417K 0.14% +477 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,219 $415K <0.01% -867 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,203 $412K <0.01% -155 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,188 $410K 0.07% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,180 $408K 0.01% -64,178 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,176 $407K 0.02% +84 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,174 $407K 0.13% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,148 $402K 0.09% -789 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,134 $399K 0.02% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,251 $399K 0.02% -174 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,132 $399K 0.11% -2,188 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,123 $397K 0.05% +213 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,120 $397K 0.02% +222 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,117 $396K 0.04% -2,040 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,117 $396K 0.11% -100 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,109 $395K 0.01% -6,023 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,035 $394K 0.04% +102 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,083 $389K 0.13% +2 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,077 $389K 0.06% -37 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,171 $389K 0.14% +42 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,070 $387K 0.05% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,067 $387K 0.01% -4,715 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,064 $386K 0.02% -315 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,683 $382K 0.07% +490 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,162 $381K 0.01% +142 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,037 $381K 0.03% +291 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,036 $381K 0.03% +23 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,034 $381K 0.01% -6,058 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,030 $380K 0.08% +246 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,030 $380K 0.01% -157 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,028 $380K 0.04% +28 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,019 $378K 0.01% -112 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,000 $374K 0.01% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,000 $374K 0.23% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,000 $374K 0.05% -930 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,997 $374K 0.2% -34 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,994 $373K 0.06% +1,827 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,966 $368K 0.03% +23 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,959 $367K 0.03% +431 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,959 $367K 0.15% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,949 $365K 0.02% +535 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,939 $363K 0.01% -851 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,938 $363K <0.01% -67 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,931 $361K 0.01% +70 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,929 $361K 0.02% -99 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,928 $361K 0.03% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,926 $360K 0.15% -328 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,915 $358K 0.24% +63 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,911 $358K 0.58% +413 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,842 $357K 0.06% -729 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,903 $356K <0.01% +458 13F-HR/A Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 1,899 $355K 0.13% -449 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,897 $355K 0.02% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,891 $354K 0.31% -363 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,891 $354K 0.01% +168 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,875 $351K 0.03% +372 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,874 $351K 0.03% -99 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 1,860 $348K 0.91% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,852 $347K 0.13% -62 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,850 $346K 0.06% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,844 $345K 0.15% -504 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,778 $342K 0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,829 $342K 0.01% 0 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,822 $341K 0.04% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,819 $340K 0.04% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,811 $339K 0.02% +5 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,799 $337K 0.02% +189 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,775 $332K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,711 $332K 0.03% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,759 $330K 0.01% -826 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,758 $329K 0.01% +117 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,742 $326K 0.03% -225 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,733 $324K 0.01% +128 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,733 $324K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,731 $324K 0.01% +60 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,727 $323K 0.24% 0 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,723 $322K 0.1% +2 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,718 $322K 0.03% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,719 $322K 0.05% -41 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,712 $320K 0.01% -600 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,707 $319K 0.06% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,707 $319K 0.07% -543 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,704 $319K 0.09% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,703 $319K 0.11% -32 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,702 $319K 0.01% -267 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,701 $318K 0.03% +80 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,694 $317K 0.02% -71 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,694 $317K 0.16% +49 13F-HR Timeline