DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,610 $448K 0.01% +862 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,598 $448K 0.04% +6,597 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15,583 $447K 0.15% +1,018 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,581 $447K 0.04% +6,931 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 15,564 $447K 0.08% +7,128 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 15,560 $447K 0.01% +1,462 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,531 $446K 0.1% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,448 $444K 0.06% +1,110 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 15,438 $443K 0.05% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 15,305 $442K <0.01% -71,383 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 15,362 $441K 0.02% +127 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,338 $440K 0.03% new 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 15,282 $439K 0.14% -235 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15,191 $436K 0.19% -148 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,173 $436K <0.01% +1,885 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 15,102 $434K 0.07% +2,250 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,987 $430K 0.25% +110 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 14,983 $430K 0.03% -6,347 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,972 $430K 0.02% -24 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,941 $429K 0.02% +625 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 14,898 $428K 0.07% +150 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 14,839 $426K 0.04% +455 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,838 $426K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 14,829 $426K 0.09% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,094 $422K 0.01% +2,209 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 14,677 $421K 0.06% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,672 $421K 0.03% -5,825 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 14,637 $420K 0.27% +3,923 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 14,624 $420K 0.34% +490 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,612 $420K 0.01% -1,250 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 14,550 $418K 0.08% -3,125 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,399 $413K 0.01% +1,750 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 14,392 $413K 0.02% -179 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 14,389 $413K 0.01% -59,051 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14,333 $412K <0.01% +751 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 14,318 $411K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,474 $411K 0.02% -743 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,306 $411K 0.03% +619 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 14,277 $410K 0.42% -3,470 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 14,040 $403K 0.21% +2,344 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,000 $402K 0.09% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,985 $401K 0.08% +5,101 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,981 $401K 0.17% +50 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 13,924 $400K 0.19% +779 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 13,887 $399K 0.06% +1,791 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,831 $397K 0.09% -2,126 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 13,784 $396K 0.01% -3,040 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 13,728 $394K 0.39% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,657 $392K 0.14% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,628 $391K 0.06% -824 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13,597 $390K 0.18% +1,731 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,541 $389K 0.14% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,536 $389K 0.04% -877 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 13,520 $388K 0.02% +2,608 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,511 $388K 0.21% +877 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 13,484 $387K 0.34% -92 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,440 $386K 0.02% +328 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 13,439 $386K 0.1% -821 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 13,416 $385K 0.05% +3,931 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,368 $384K 0.13% +964 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,361 $384K 0.04% -276 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,339 $383K 0.03% +1,260 13F-HR Timeline Busey Bank More: the full row for Busey Bank 13,327 $383K 0.01% -1,707 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,296 $382K 0.04% -375 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 13,294 $382K 0.08% -1,393 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,294 $382K 0.27% +954 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,267 $381K 0.07% -239 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,231 $380K <0.01% -8,288 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,792 $379K 0.17% +415 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,193 $379K 0.09% -78 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 13,179 $378K 0.05% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 13,125 $377K 0.14% -125 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,125 $377K 0.18% new 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 13,075 $375K 0.24% -672 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,366 $375K 0.03% -400 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,053 $375K 0.05% +1,168 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,045 $375K 0.04% +6,259 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13,013 $374K 0.22% -58 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,997 $373K 0.08% +340 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,992 $373K 0.02% +1,062 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,962 $372K 0.01% -5,020 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,953 $372K 0.01% +409 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 12,899 $370K 0.02% +148 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 12,855 $369K 0.1% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,839 $369K 0.03% +2,297 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,811 $368K 0.11% -809 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,746 $366K 0.03% -552 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,734 $366K 0.06% +26 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,723 $365K 0.09% -1,455 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,697 $365K 0.04% -2,151 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,673 $364K 0.03% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 12,654 $363K 0.02% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,628 $363K 0.01% +53 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,625 $362K 0.03% -263 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 12,597 $362K 0.05% +2,520 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 12,583 $361K 0.12% -427 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,583 $361K 0.12% +534 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,579 $361K 0.01% +4,402 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,555 $360K 0.02% -102,640 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 12,532 $360K 0.04% +3,317 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 12,492 $359K 0.03% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,438 $357K 0.03% +145 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 12,393 $356K 0.09% 0 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,368 $355K 0.04% +3,288 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 349,654 $355K 0.07% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,330 $354K 0.02% -4,667 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,298 $353K 0.01% +2,842 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 16,800 $353K 0.16% +3,300 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 12,288 $353K 0.17% -21,512 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 12,224 $351K 0.21% +163 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 12,216 $351K 0.03% -2,474 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 12,192 $350K 0.09% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 12,171 $349K 0.21% +790 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,141 $349K 0.03% +1,105 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12,098 $347K 0.1% -3,765 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,093 $347K 0.05% +1,930 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 12,082 $347K 0.28% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 12,067 $346K 0.23% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,066 $346K 0.02% +1,790 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 12,058 $346K 0.01% +106 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,057 $346K 0.01% +1,162 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 12,000 $345K 0.07% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,955 $343K 0.03% -363,876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,953 $343K 0.06% -693 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 11,945 $343K 0.2% -1,478 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,916 $342K 0.15% -2,033 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,897 $342K <0.01% -1,007 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 11,894 $341K 0.06% -440 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,877 $341K 0.03% -3,288 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 11,968 $340K <0.01% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,822 $339K 0.05% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 11,811 $339K 0.08% -87 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,787 $338K 0.02% +1,966 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11,707 $336K 0.03% +3,031 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 11,700 $336K 0.17% -490 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 11,680 $335K 0.01% -256 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,677 $335K 0.01% +3,034 13F-HR Timeline InvesTrust More: the full row for InvesTrust 11,610 $333K 0.14% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,590 $333K <0.01% +2,098 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,537 $331K 0.11% +851 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,521 $331K 0.01% -347 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 11,513 $331K 0.21% +785 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,485 $330K 0.23% -500 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,439 $328K 0.11% +1,482 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 11,405 $327K 0.04% -100 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 11,388 $327K 0.05% -1,999 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,364 $326K 0.02% -1,740 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 11,346 $326K 0.15% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 11,322 $325K 0.31% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 11,297 $324K 0.17% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,238 $323K 0.05% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,231 $322K 0.11% +218 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 11,113 $319K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,109 $319K 0.03% +611 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,084 $318K 0.04% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 11,075 $318K 0.03% -1,896 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,000 $318K 0.05% +463 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,062 $318K 0.01% -704 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,945 $315K 0.13% -18 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 10,959 $315K 0.03% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,953 $314K 0.03% -5,878 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,942 $314K 0.01% -2,680 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,926 $314K 0.07% -3,228 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,913 $313K 0.21% +287 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 10,913 $313K 0.11% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,908 $313K 0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,905 $313K 0.09% +514 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,889 $313K 0.01% -360 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,788 $310K 0.01% -113 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,726 $308K 0.06% -3,726 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 10,674 $306K 0.04% +888 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 10,622 $305K 0.14% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,586 $304K 0.01% -103 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,577 $304K 0.02% +255 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 10,568 $303K 0.07% -2,232 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,566 $303K 0.31% -991 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 10,554 $303K 0.08% -476 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 10,530 $302K 0.22% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,524 $302K 0.05% -4,340 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 10,496 $301K 0.12% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,417 $299K 0.09% -6,472 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,377 $298K 0.05% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 10,376 $298K 0.15% -92,030 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,366 $298K 0.07% -1,142 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,299 $296K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,289 $295K <0.01% -607 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 10,287 $295K 0.05% +2,317 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,258 $294K 0.04% -3,436 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,211 $293K 0.02% +3,317 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,198 $293K 0.04% -187 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,174 $292K 0.12% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,162 $292K <0.01% -539,684 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,151 $291K 0.03% -323 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,093 $290K 0.01% -154 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,087 $290K 0.07% +2,437 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,081 $289K 0.03% +480 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,069 $289K 0.11% -1,029 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,067 $289K 0.02% -5,324 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,056 $289K 0.09% +1,063 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 10,050 $289K 0.1% +258 13F-HR Timeline