Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 25,035 $2.35M 0.62% +900 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 24,968 $2.34M 0.34% -710 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 24,918 $2.33M 1.32% -164 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 24,359 $2.28M 0.14% +5,845 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 24,199 $2.27M 0.08% +652 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 23,999 $2.25M 0.58% +1,461 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 23,959 $2.24M 0.6% -8,034 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 23,937 $2.24M 0.15% +3,150 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 23,884 $2.24M 0.08% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 23,870 $2.24M 0.44% -1,256 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 23,830 $2.23M +2,302 Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 23,805 $2.23M 0.75% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,581 $2.21M 0.12% +853 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,560 $2.21M 0.16% +796 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 23,557 $2.21M 0.07% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 23,518 $2.2M 0.11% +8,869 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 23,324 $2.19M 0.31% -791 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 23,118 $2.17M 0.47% 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,105 $2.16M 0.09% -545 13F-HR/A Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 22,966 $2.15M 1.07% -543 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 22,927 $2.15M 0.7% -431 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 22,902 $2.15M 0.59% -13 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 22,759 $2.13M 1.57% -520 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 22,585 $2.12M 0.88% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 22,487 $2.11M 0.04% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 22,441 $2.1M +1,797 Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 22,435 $2.1M 0.05% +3 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,408 $2.1M 0.05% +11,131 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 22,381 $2.1M 1.56% -645 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 22,334 $2.09M 0.61% +1,775 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 22,316 $2.09M 0.69% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Investments, LLC More: the full row for PFG Investments, LLC 22,154 $2.08M 0.13% +235 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 21,986 $2.06M 0.02% +4,296 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 21,972 $2.06M 0.9% -142 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 21,900 $2.05M 0.68% -777 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 21,699 $2.03M 0.09% +357 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21,612 $2.03M 0.26% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 21,599 $2.02M 0.06% -632 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,454 $2.01M 0.06% -2,160 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 21,430 $2.01M 0.07% 0 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 21,364 $2M 0.03% -8,143 13F-HR/A Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,317 $2M 0.09% +4,927 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 21,133 $1.98M 0.04% -148 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 21,084 $1.98M 0.03% new 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 20,957 $1.96M 0.12% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 20,936 $1.96M 0.89% -352 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 20,935 $1.96M 0.11% -8,403 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 20,747 $1.94M 0.14% -985 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 20,730 $1.94M 0.58% -700 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 20,620 $1.93M 0.1% -7,130 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,589 $1.93M 0.21% -1,145 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 20,579 $1.93M 0.68% -72 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 20,560 $1.93M 0.98% -8 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 20,551 $1.93M 1.33% -100 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 20,548 $1.93M 0.59% -550 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,492 $1.92M 0.05% -13,185 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 20,406 $1.91M 1.23% +17,334 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 20,362 $1.91M 0.37% -1,253 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 20,359 $1.91M 0.72% +1,121 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 20,248 $1.9M 0.23% -1,150 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,166 $1.89M 0.02% +217 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 20,146 $1.89M 0.06% -15,158 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 20,134 $1.89M 0.77% +166 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 20,100 $1.88M 0.05% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 20,100 $1.88M 0.39% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 20,015 $1.88M 0.03% -267 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 19,965 $1.87M 0.09% -1,268 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 19,928 $1.87M 0.75% 0 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 19,800 $1.86M 0.1% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 19,790 $1.85M 0.41% -12,866 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 19,789 $1.85M 0.06% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,726 $1.85M 0.08% -2,017 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,668 $1.84M 0.02% -1,772 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 19,638 $1.84M 0.18% -255 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 19,629 $1.84M 0.01% +6,952 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 19,592 $1.84M 0.48% 0 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 19,393 $1.82M 0.05% +7,212 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 19,369 $1.81M 0.77% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 19,317 $1.81M 0.13% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 19,285 $1.81M 0.49% -855 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 19,273 $1.81M 0.24% +480 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 19,236 $1.8M 0.21% +103 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 19,202 $1.8M 0.02% +3,270 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,156 $1.79M 0.03% -1,851 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,281 $1.79M 0.01% -2,303 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 19,029 $1.78M 0.51% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 18,829 $1.76M 0.06% +416 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,827 $1.76M -9 Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 18,819 $1.76M 0.01% -718 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 18,753 $1.76M 0.34% -1,030 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 18,736 $1.76M 0.03% -1,374 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 18,536 $1.74M 0.04% -258 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,505 $1.73M 0.12% +477 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 18,410 $1.73M 1.03% -7,387 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,336 $1.72M 0.53% -5,500 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 18,288 $1.71M 0.21% +2,585 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 18,196 $1.7M 0.16% -2,131 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 18,173 $1.7M 0.25% +953 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 18,112 $1.7M 0.2% +14,912 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 18,085 $1.69M 0.22% -11 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,055 $1.69M 0.06% -127 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 18,018 $1.69M 0.13% -750 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 18,000 $1.69M 0.38% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 17,968 $1.68M 0.01% new 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 18,331 $1.67M 0.15% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 17,650 $1.65M 0.22% -604 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 17,575 $1.65M 0.2% +154 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 17,438 $1.63M 0.53% -3,287 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,425 $1.63M 0.03% -358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 17,254 $1.62M 1.37% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 17,145 $1.61M 0.16% -58 13F-HR/A Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 17,141 $1.61M 0.08% -270 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 17,086 $1.6M 0.21% -12,561 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 17,012 $1.59M 0.45% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17,012 $1.59M 1.43% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 16,994 $1.59M 0.64% -242 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 16,901 $1.58M 0.04% -164 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,891 $1.58M 0.09% -272 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 16,846 $1.58M 0.33% -144 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 16,841 $1.58M 0.45% +1,746 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16,825 $1.58M <0.01% +545 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 16,737 $1.57M 0.41% +12,148 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 16,705 $1.57M 0.07% -201 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 16,700 $1.56M 0.47% -3,000 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,659 $1.56M 0.23% +1,061 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,643 $1.56M 0.3% +985 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,614 $1.56M <0.01% -27,740 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 16,600 $1.56M 0.21% -900 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 16,507 $1.55M 0.45% +656 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 16,415 $1.54M 0.05% -275 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 16,317 $1.53M 0.69% -200 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 16,247 $1.52M 0.85% +1,411 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,233 $1.52M 0.06% -338 13F-HR Timeline Boit C F David More: the full row for Boit C F David 16,200 $1.52M 0.76% -2,000 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 16,151 $1.51M 1.1% +83 13F-HR Timeline OSSIAM More: the full row for OSSIAM 16,139 $1.51M 0.02% +10,705 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,363 $1.51M 0.09% +33 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 16,101 $1.51M 0.99% +195 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,075 $1.51M -6,758 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 16,011 $1.5M 0.03% -553 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 15,900 $1.49M -750 Timeline Optas, LLC More: the full row for Optas, LLC 15,897 $1.49M 0.26% +1,439 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 15,835 $1.48M 0.36% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,695 $1.47M 0.08% +5,660 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 15,607 $1.46M 0.67% +6,950 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,604 $1.46M 0.06% +152 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,881 $1.46M 0.13% +6,161 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,391 $1.44M 0.02% +885 13F-HR Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 15,311 $1.44M 0.76% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,291 $1.43M 0.02% -68 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15,245 $1.43M 0.16% -73 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 15,211 $1.43M 0.32% -489 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 15,099 $1.41M 0.09% +597 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,090 $1.41M 0.03% -50 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 15,082 $1.41M 0.17% -870 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,066 $1.41M 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,064 $1.41M 0.11% +12,009 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 15,010 $1.41M 0.12% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 15,003 $1.41M 0.24% -11,652 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 14,910 $1.4M 0.58% +1,298 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,905 $1.4M 0.08% -616 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,899 $1.4M 0.32% -540 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 14,879 $1.39M 0.06% +1,005 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 14,861 $1.39M 1.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,791 $1.39M 0.06% +3,784 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 14,631 $1.37M 0.43% +13,431 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,620 $1.37M 0.04% +2,568 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 14,600 $1.37M 0.12% -897 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,540 $1.36M -1,064 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,552 $1.36M 0.04% +11 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,498 $1.36M 0.12% +1,689 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,399 $1.35M 0.04% +265 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,378 $1.35M 0.05% +7,902 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 14,368 $1.35M 0.21% -250 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 14,365 $1.35M 0.16% +2,305 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 14,298 $1.34M 0.03% -12,713 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,267 $1.34M 0.03% +639 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 14,248 $1.34M 0.6% +395 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,119 $1.32M 0.03% -88 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 14,085 $1.32M 0.02% +2,221 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,025 $1.32M 0.14% -1,146 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 14,000 $1.31M <0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,899 $1.3M 0.35% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,841 $1.3M 0.05% +167 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 13,799 $1.29M 0.05% -1 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,789 $1.29M 0.03% +236 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 13,757 $1.29M 0.06% +249 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 13,673 $1.28M 0.1% new 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,671 $1.28M 0.05% +3 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,618 $1.28M 0.02% -22,502 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 13,614 $1.28M 0.66% +94 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 13,583 $1.27M 1.02% +54 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,566 $1.27M 0.08% +9,403 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 13,558 $1.27M 0.11% -7,690 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,512 $1.27M 0.15% +1,495 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 13,507 $1.27M 0.34% -280 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 13,500 $1.26M 0.7% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,485 $1.26M +2,140 Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,404 $1.26M 0.05% +2,403 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,363 $1.25M 0.04% -846 13F-HR Timeline