BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 870 $79.7K 0.02% +836 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 836 $76.6K 0.01% +5 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 817 $74.9K <0.01% -1,983 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 799 $73.2K 0.02% -799 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 785 $71.9K <0.01% -394 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 783 $71.8K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 772 $70.7K <0.01% +771 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 748 $68.5K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 732 $67.1K <0.01% +632 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 667 $61.1K 0.04% -285 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 657 $60.2K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 650 $59.6K <0.01% new 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 647 $59.3K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 644 $59K 0.01% +610 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 634 $58.1K 0.01% -5,084 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 630 $57.7K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 599 $55K <0.01% +399 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 599 $54.9K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 589 $54K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 569 $52.1K 0.02% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 546 $50K <0.01% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 525 $48K 0.01% +220 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 511 $46.8K <0.01% -40 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 493 $45.2K 0.01% -281 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 474 $43.4K 0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 436 $40K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 415 $38K 0.29% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 416 $38K 0.02% +294 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 412 $37.8K 0.03% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 397 $36.4K 0.03% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 383 $35.1K 0.02% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 335 $30.7K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 331 $30.3K 0.02% -29,745 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 328 $30.1K <0.01% -55 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 317 $29.1K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 273 $25K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 272 $24.9K 0.02% -41 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 263 $24.1K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 252 $23.1K 0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 250 $22.9K <0.01% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 247 $22.6K 0.01% +25 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 243 $22.3K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 225 $20.6K <0.01% -195 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 221 $20.2K <0.01% 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 220 $20.2K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 153 $14K 0.06% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 151 $13.8K <0.01% -96 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 150 $13.7K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 150 $13.7K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 145 $13.3K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 144 $13.2K <0.01% -128 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 152 $13K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 142 $13K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 132 $12.1K <0.01% new 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 130 $11.9K <0.01% -265 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 117 $10.7K <0.01% -85 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 108 $9.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 107 $9.8K <0.01% +94 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 88 $8.06K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 88 $8.06K <0.01% +62 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 80 $7K <0.01% -36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 76 $6.96K <0.01% +1 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 75 $6.87K <0.01% -61 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 74 $6.79K <0.01% -9 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 72 $6.6K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 70 $6.42K <0.01% -223 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 69 $6.33K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 68 $6.24K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 63 $5.76K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 59 $5.41K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 58 $5.32K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 44 $4.03K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 44 $4.03K <0.01% -146 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 43 $3.94K <0.01% +8 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 43 $3.94K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 41 $3.76K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 38 $3.48K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 37 $3.39K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 37 $3.32K <0.01% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $3.3K <0.01% +2 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 32 $2.93K <0.01% new 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $2.56K <0.01% +9 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 27 $2.49K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 25 $2.29K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24 $2.2K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 23 $2.11K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 23 $2.11K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $2.03K <0.01% -154 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 21 $1.92K <0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 21 $1.9K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 19 $1.74K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 16 $1.47K <0.01% -12 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 16 $1.47K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $1.01K <0.01% -811 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5 $484 <0.01% +2 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 4 $367 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1 $108 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1 $107 <0.01% -2 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 1 $92 <0.01% new 13F-HR Timeline WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 5,417 (0.14%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 5,417 (0.14%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR