Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,790 $351K 0.01% -259 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,776 $350K <0.01% +918 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,764 $349K 0.08% -50 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,759 $349K 0.01% -161 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,732 $347K 0.06% -368 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,732 $347K <0.01% -35 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,720 $346K 0.1% -115 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,219 $346K 0.14% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,715 $346K 0.11% +267 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,714 $346K 0.13% -87 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,714 $346K 0.03% +20 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,692 $344K 0.14% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,678 $343K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,671 $343K 0.01% +476 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,656 $342K 0.13% -43 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,635 $340K 0.04% +350 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,621 $339K 0.23% +107 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,615 $339K 0.03% +100 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,614 $338K 0.03% +112 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,614 $338K 0.18% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,602 $338K 0.54% -120 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,607 $338K 0.08% +12 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,587 $336K -41,361 Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,583 $336K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,575 $336K 0.04% +122 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,565 $335K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,551 $334K 0.03% +934 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,545 $333K 0.03% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,539 $333K 0.01% +132 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,496 $330K 0.01% +3,722 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,477 $328K 0.03% +210 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,472 $328K 0.01% +220 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,457 $327K <0.01% -1,204 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,454 $327K 0.03% +307 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 5,148 $326K 0.2% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,430 $325K 0.06% -38 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,423 $324K 0.02% +745 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,413 $324K 0.07% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,409 $323K 0.08% -966 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,162 $323K 0.02% -122 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,376 $321K 0.03% +1,153 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,366 $320K 0.01% -233 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,361 $320K 0.03% +575 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,356 $320K 0.09% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 4,350 $319K 0.14% -32,727 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,341 $318K 0.06% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,318 $317K 0.07% -150 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,310 $316K 0.09% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,298 $315K 0.02% +70 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,297 $315K 0.02% -4,506 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,296 $315K <0.01% -428 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,282 $314K 0.11% new 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,269 $313K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,267 $313K 0.01% +17 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,264 $313K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,243 $311K 0.1% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,228 $310K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,222 $310K 0.05% +1,645 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,220 $310K 0.03% +231 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,214 $309K 0.04% +15 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,205 $308K <0.01% -1,123 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,188 $307K 0.05% +26 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,158 $305K 0.09% -9 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,157 $305K 0.02% +13 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,148 $304K 0.06% -50 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,144 $304K 0.05% -739 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,140 $304K 0.04% +5 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,140 $304K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,130 $303K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,125 $303K 0.05% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,119 $302K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,096 $300K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,090 $300K 0.02% +8 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,082 $299K 0.18% +84 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,076 $299K 0.06% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,045 $297K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,044 $297K 0.01% +1,464 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,033 $296K 0.04% +10 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,003 $294K 0.02% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,002 $294K 0.04% +51 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,000 $293K 0.21% new 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,998 $293K 0.02% +144 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $293K <0.01% 0 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,992 $293K 0.03% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,947 $290K 0.04% -255 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,940 $289K 0.01% +8 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,935 $289K <0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,901 $286K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,898 $286K 0.02% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,880 $285K 0.06% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,855 $283K 0.02% +288 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,850 $282K 0.09% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,832 $281K 0.05% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,830 $281K 0.01% -747 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,824 $280K 0.08% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,810 $279K <0.01% -96 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,800 $279K 0.03% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $278K <0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,782 $277K 0.01% -104 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,769 $276K 0.2% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $276K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Aries Wealth Management More: the full row for Aries Wealth Management 3,760 $276K 0.05% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,751 $275K 0.06% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,746 $275K 0.02% +170 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,745 $275K 0.02% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,744 $275K 0.12% -863 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,732 $274K 0.04% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,718 $273K 0.06% -170 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,700 $271K 0.03% +100 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,690 $271K 0.01% +4 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,668 $269K 0.02% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,668 $269K 0.01% 0 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 4,004 $268K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,653 $268K 0.04% -159 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,646 $267K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,646 $267K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,643 $267K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,626 $266K <0.01% -1,044 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,625 $266K 0.01% -80 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,647 $264K 0.01% -344 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,601 $264K 0.04% -688 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,600 $264K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,586 $263K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,585 $263K 0.04% -214 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,583 $263K 0.02% +28 13F-HR/A Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,581 $263K 0.05% +1 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,571 $262K 0.11% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,563 $261K 0.02% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,530 $259K 0.01% -73 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,522 $258K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,512 $258K 0.02% new 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,490 $256K 0.18% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,486 $256K 0.02% -246 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,481 $255K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,477 $255K 0.02% -174 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,472 $255K 0.06% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,468 $254K 0.07% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,465 $254K 0.03% -210 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,457 $254K 0.05% -220 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,450 $253K 0.02% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,450 $253K 0.12% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,438 $252K 0.31% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,430 $252K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,430 $252K 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,428 $251K 0.02% new 13F-HR/A Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,418 $251K 0.09% -15 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,408 $250K 0.03% -878 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,405 $250K 0.08% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,403 $250K 0.01% -114 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,384 $248K 0.03% +49 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,384 $248K 0.05% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,379 $248K 0.03% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,375 $248K 0.02% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,356 $246K 0.07% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,340 $245K 0.01% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,338 $245K 0.16% -340 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,331 $244K 0.05% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,532 $243K 0.05% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,310 $243K <0.01% -278 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,307 $243K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,325 $242K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,294 $242K 0.04% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,291 $241K 0.01% -1,236 13F-HR/A Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,285 $241K 0.21% -400 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,285 $241K 0.06% -19,000 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,284 $241K 0.01% -889 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,281 $241K 0.09% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,278 $240K 0.04% +3,202 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,274 $240K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,271 $240K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,266 $240K 0.04% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,264 $239K <0.01% -30 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,251 $238K 0.01% +303 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,241 $238K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,232 $237K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,214 $236K <0.01% -424 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,200 $235K <0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,193 $234K 0.05% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,185 $234K 0.13% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,175 $233K 0.13% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,175 $233K 0.1% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,174 $233K 0.02% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,229 $233K <0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,169 $232K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,165 $232K 0.02% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,163 $232K 0.04% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,158 $232K 0.02% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,150 $231K 0.11% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,134 $230K 0.05% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,125 $229K 0.1% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,120 $229K 0.03% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,113 $228K 0.1% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,112 $228K 0.09% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,110 $228K 0.02% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,108 $228K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,104 $228K 0.01% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,092 $227K 0.1% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,085 $226K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,083 $226K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,077 $226K 0.02% new 13F-HR Timeline