SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,519 $435K 0.05% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,505 $434K 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,503 $433K 0.04% +267 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,502 $433K 0.08% +1,434 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,497 $432K 0.02% -37 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,497 $431K 0.01% +117 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,484 $428K 0.11% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,465 $427K 0.15% -16 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,486 $427K 0.01% +16 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,477 $426K 0.33% -133 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,474 $425K 0.15% +91 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,472 $424K 0.09% -114 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,468 $423K 0.1% +248 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,466 $423K 0.01% -37 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,465 $422K 0.06% -17 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,464 $422K 0.02% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,462 $421K 0.05% -110 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,461 $421K 0.2% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,461 $421K 0.2% -7 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,459 $421K 0.03% +98 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,458 $420K 0.28% +170 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,457 $420K 0.03% -37 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,446 $417K 0.05% -290 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,440 $415K 0.01% new 13F-HR Timeline Group Campion Asset Management More: the full row for Campion Asset Management 1,435 $414K 0.29% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,432 $413K 0.07% -3,329 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,431 $412K 0.06% -499 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,430 $412K 0.15% -1,073 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,419 $409K 0.03% -97 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,416 $408K 0.25% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,415 $408K 0.06% -1,186 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,412 $407K 0.36% -100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,408 $406K 0.01% -376 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,402 $404K <0.01% -67 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,397 $403K 0.02% +106 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,391 $401K 0.08% -395 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,391 $401K 0.21% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,298 $399K -517 Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,382 $398K 0.06% +32 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,378 $397K 0.17% +473 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,374 $396K 0.08% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,373 $396K 0.09% -99 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,368 $394K 0.1% +194 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,367 $394K 0.01% -981 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,361 $392K 0.11% +407 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,353 $390K 0.05% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,352 $390K 0.21% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,350 $389K 0.01% -393 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,345 $388K 0.01% -97 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,334 $385K 0.01% -12 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,620 $384K 0.01% +51 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,332 $384K 0.04% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,331 $384K 0.09% -139 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,329 $383K 0.07% +72 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,327 $382K 0.01% +30 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,326 $382K 0.02% +10 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,325 $382K 0.01% +293 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,324 $382K 0.12% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,322 $381K 0.03% -117 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,321 $381K 0.1% +202 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,316 $379K 0.09% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,314 $379K 0.05% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,310 $378K 0.02% +56 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,307 $377K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,277 $376K 0.01% +14 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,302 $375K 0.08% +51 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,301 $375K 0.01% -319 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,278 $368K 0.17% new 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 1,276 $368K 0.19% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,274 $367K 0.01% -71 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,271 $366K 0.05% +80 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,271 $366K 0.03% +412 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,270 $366K 0.06% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,268 $366K 0.13% +20 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,263 $364K 0.09% +24 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,261 $363K 0.06% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,261 $363K 0.03% +195 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,260 $363K 0.03% +8 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,167 $363K 0.02% -58 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,259 $363K 0.02% +148 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,257 $362K 0.05% -188 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,256 $362K 0.26% -413,952 13F-HR/A Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,252 $361K 0.03% +316 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,251 $361K 0.02% -22 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,249 $360K 0.05% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,248 $360K <0.01% 0 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 1,248 $360K 0.02% -671 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,241 $358K 0.03% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,236 $356K 0.05% +87 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,231 $355K <0.01% -1,510 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,228 $354K 0.17% +7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,224 $353K 0.01% +424 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,221 $352K 0.03% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,219 $351K 0.05% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,218 $351K 0.05% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,210 $349K 0.05% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,205 $347K 0.16% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,200 $346K 0.23% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,195 $344K 0.01% -4 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,190 $343K 0.05% -5 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,169 $337K 0.09% -11 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,166 $336K 0.02% +180 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,165 $336K 0.18% -80 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,163 $335K 0.02% -33 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,155 $333K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,149 $331K 0.02% +267 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,145 $330K 0.01% -414 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,134 $327K 0.01% +97 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,132 $326K 0.16% -322 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,132 $326K 0.02% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,132 $326K 0.14% -455 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,131 $326K 0.03% -42,106 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,131 $326K 0.15% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,126 $325K 0.17% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,124 $324K 0.05% +202 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,115 $322K 0.01% -428 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,116 $322K 0.04% +95 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,113 $321K 0.02% +59 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,113 $321K 0.06% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,103 $318K 0.01% +40 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,101 $317K 0.01% +169 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 959 $317K 0.03% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,099 $317K 0.03% -66 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,098 $316K 0.01% +28 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,098 $316K 0.01% +27 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,097 $316K 0.03% +89 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,095 $316K <0.01% +98 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,093 $315K 0.15% +42 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,093 $315K 0.08% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,083 $312K 0.03% -172 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,080 $311K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,078 $311K 0.01% -86 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,077 $310K 0.01% 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,067 $308K 0.2% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,065 $307K 0.02% 0 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,062 $306K 0.09% -1,427 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,060 $306K 0.04% +260 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,053 $304K 0.01% -559 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,053 $304K 0.14% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,052 $303K 0.05% -2,224 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,050 $303K 0.04% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,047 $302K 0.22% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 908 $300K 0.1% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,041 $300K 0.04% -67 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,040 $300K 0.02% -231 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,039 $299K 0.02% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,023 $298K <0.01% +54 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,033 $298K 0.03% +4 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,030 $297K 0.19% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,030 $297K <0.01% +12 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,027 $296K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,025 $295K 0.01% +321 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,023 $295K 0.15% -473 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,017 $293K 0.01% -7 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,016 $293K 0.15% +23 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,016 $293K 0.08% -117 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,014 $292K 0.02% +65 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,013 $292K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,013 $292K 0.05% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 880 $291K 0.25% -40 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,006 $290K 0.05% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 996 $287K 0.02% +186 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 995 $287K 0.03% +5 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 994 $287K <0.01% -329 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 989 $285K 0.03% -43 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 981 $283K 0.07% -199 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 980 $283K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 980 $282K 0.02% +49 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 976 $281K 0.05% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 975 $281K 0.07% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 973 $280K 0.08% -133 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 971 $280K 0.02% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 969 $279K 0.16% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 967 $279K 0.16% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 965 $278K 0.04% -291 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 965 $278K 0.16% +119 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 963 $278K 0.03% -413 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 961 $277K <0.01% new 13F-HR Timeline Group Delta Global Management LP More: the full row for Delta Global Management LP 961 $277K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 959 $277K 0.01% +44 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 940 $271K 0.05% +98 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 937 $270K 0.08% -34 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 934 $269K 0.08% -7 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 933 $269K 0.07% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 931 $268K 0.02% -34 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 930 $268K 0.19% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 928 $267K 0.02% -78 13F-HR Timeline City State Bank More: the full row for City State Bank 923 $266K 0.08% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 920 $265K 0.01% +23 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 918 $265K 0.02% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 917 $264K 0.06% +58 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 917 $264K 0.02% -661 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 787 $263K 0.02% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 912 $263K 0.13% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 911 $262K 0.05% -33 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 910 $262K 0.02% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 906 $261K 0.01% -127 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 905 $261K 0.02% -42 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 905 $261K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 905 $261K 0.01% -239 13F-HR Timeline