High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,375 $341K 0.28% +1 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,373 $341K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,367 $340K 0.03% -4 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,359 $338K 0.02% +76 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,358 $337K 0.04% +466 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,352 $336K 0.1% -31 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,351 $335K 0.01% -168 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,342 $333K 0.08% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,341 $333K 0.19% +255 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,340 $333K 0.14% -15 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,337 $332K 0.03% +4 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,336 $332K 0.06% -14 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,336 $332K 0.12% -51 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,336 $332K 0.07% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,335 $332K 0.03% +29 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,332 $331K <0.01% -75 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,330 $330K 0.02% -18 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,328 $330K <0.01% -38,551 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,326 $329K 0.03% -25 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,325 $329K 0.01% -148 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,325 $329K 0.18% -4 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,319 $328K 0.13% -52 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,319 $327K 0.01% -117 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,318 $327K 0.04% -89 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,311 $326K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,308 $325K 0.02% +121 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,305 $324K 0.08% -50 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,304 $324K 0.01% +51 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,300 $323K 0.02% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,296 $322K 0.03% -1 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,309 $322K 0.04% +141 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,293 $321K 0.04% -1 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,285 $319K 0.04% -11,950 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,283 $319K <0.01% +40 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,282 $319K 0.05% -1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,280 $318K <0.01% +357 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,279 $318K 0.03% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,276 $317K 0.01% +525 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,275 $317K 0.01% +80 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,271 $316K 0.02% -100 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,270 $315K 0.03% +551 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,267 $315K 0.03% +51 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,263 $314K 0.02% -1 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,261 $313K <0.01% -13,898 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,262 $313K 0.03% +194 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,249 $310K 0.09% +45 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,249 $310K 0.07% 0 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,245 $309K 0.04% -49 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,245 $309K 0.07% +16 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,233 $306K 0.09% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,233 $306K 0.04% -69 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,229 $305K 0.13% -8 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,226 $305K 0.22% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,220 $303K 0.01% -43 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,219 $303K 0.16% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,219 $303K 0.14% +109 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,217 $302K 0.02% +6 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,212 $301K 0.01% -2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,210 $301K 0.08% -55 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,200 $298K 0.01% -1,200 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,197 $297K 0.01% +320 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,195 $297K 0.01% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,190 $296K 0.03% +9 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,189 $295K 0.14% +8 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,189 $295K 0.04% +276 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,179 $293K 0.01% +32 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,043 $292K 0.03% -5,251 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,172 $291K 0.01% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,172 $291K 0.16% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,168 $290K 0.05% +93 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,167 $290K 0.02% -4,831 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,167 $290K 0.04% -100 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,165 $289K 0.05% -111 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,165 $289K 0.25% +4 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,160 $288K 0.02% -291 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,160 $288K 0.07% -22 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,159 $288K 0.03% +113 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,157 $287K 0.13% +102 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,155 $287K 0.06% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,153 $286K <0.01% +24 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,153 $286K 0.12% -24 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,151 $286K 0.05% +250 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,147 $285K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,145 $284K 0.01% -13 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,143 $284K <0.01% -12 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,090 $283K 0.02% +55 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,139 $283K 0.06% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,139 $283K 0.02% +9 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,134 $282K 0.03% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,132 $281K 0.01% +114 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,130 $281K 0.01% -830 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,129 $280K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,122 $279K 0.02% +145 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,119 $278K 0.01% +14 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,119 $278K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,118 $278K <0.01% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 1,109 $275K 0.11% -500 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,107 $275K 0.02% +62 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,106 $275K 0.07% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,104 $274K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,099 $273K 0.03% +84 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,097 $272K 0.02% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,095 $272K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,094 $272K 0.01% -5 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,090 $271K 0.15% +56 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,086 $270K 0.06% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,084 $269K 0.05% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,084 $269K 0.03% -7,630 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,084 $269K 0.02% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,082 $269K 0.06% +335 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,080 $268K 0.15% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,080 $268K <0.01% +331 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,076 $267K 0.1% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,075 $267K 0.14% -185 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,069 $265K 0.01% -57 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,068 $265K 0.04% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 1,065 $265K 0.12% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,060 $263K 0.07% +1 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,060 $263K 0.17% -617 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,057 $263K 0.14% +196 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,055 $262K 0.02% -235 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,054 $262K 0.08% -39 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,048 $260K -1,038 Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,044 $259K 0.06% 0 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,042 $259K 0.13% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,041 $259K 0.05% -3 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 1,041 $259K 0.11% +317 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,033 $257K <0.01% +12 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,033 $257K 0.17% -438 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,025 $255K 0.01% -125 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 980 $254K <0.01% -15,613 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,021 $254K 0.01% 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,021 $254K 0.11% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,020 $253K 0.02% -41 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,020 $253K 0.05% -1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,020 $253K 0.01% +235 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,019 $253K 0.01% +45 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,019 $253K 0.02% new 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,016 $252K 0.01% +195 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,015 $252K 0.01% -59 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,011 $251K 0.09% -16 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,011 $251K 0.13% +985 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,010 $251K 0.03% +98 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,010 $251K 0.34% +51 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,009 $251K 0.03% -1,210 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 966 $251K 0.19% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,009 $251K 0.02% +173 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,007 $250K 0.02% -3 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,005 $250K 0.01% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,004 $249K 0.13% -97 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,001 $249K 0.08% -19 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,000 $248K 0.01% new 13F-HR Timeline Group Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 1,000 $248K 0.19% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 997 $248K 0.03% -34 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 997 $248K 0.04% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 916 $247K 0.18% 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 995 $247K 0.17% +104 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 993 $247K 0.11% +1 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 882 $246K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 991 $246K 0.02% -481 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 990 $246K 0.09% -183 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 985 $245K 0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 984 $244K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 984 $244K 0.01% +581 13F-HR Timeline ANB BANK More: the full row for ANB BANK 982 $244K 0.09% +3 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 981 $244K 0.01% 0 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 976 $242K 0.09% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 975 $242K 0.08% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 974 $242K 0.07% -27,061 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 973 $242K 0.02% +15 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 972 $241K 0.08% +10 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 971 $241K 0.01% +51 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,006 $241K 0.18% +3 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 968 $240K 0.06% +2 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 967 $240K 0.02% +8 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 966 $240K 0.01% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 961 $239K 0.06% +1 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 961 $239K 0.18% +45 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 999 $236K 0.03% -2 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 949 $236K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 948 $235K 0.03% +40 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 947 $235K 0.16% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 946 $235K <0.01% -1,333 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 839 $234K 0.13% -42 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 941 $234K 0.05% +24 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 939 $233K 0.06% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 938 $233K 0.01% +54 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 936 $232K 0.01% -71 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 932 $231K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 930 $231K 0.04% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 929 $231K 0.01% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 928 $231K 0.02% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 927 $230K 0.01% +107 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 925 $230K 0.07% +21 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 925 $230K 0.07% -3 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 921 $229K 0.04% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 920 $228K <0.01% -7 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 918 $228K 0.1% -118 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 918 $228K 0.31% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 909 $226K 0.05% +5 13F-HR Timeline