Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,215 $1.89M 0.75% -9,286 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 18,166 $1.89M 0.29% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 18,158 $1.89M 0.15% -100 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,146 $1.89M 0.22% +156 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,382 $1.88M 0.04% +657 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,079 $1.88M 0.06% +6,031 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 18,008 $1.87M 0.13% +122 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,940 $1.87M 0.08% +789 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 17,780 $1.85M 0.52% +109 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,626 $1.83M 0.16% -48 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,604 $1.83M 0.25% +17,056 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 17,604 $1.83M 0.07% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,583 $1.83M 0.05% +1,521 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 17,502 $1.82M 0.55% +208 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 17,471 $1.82M 0.05% +4,597 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 13,760 $1.81M 0.36% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,385 $1.81M 0.07% -2,829 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 17,374 $1.81M 0.37% -63 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 17,360 $1.8M 0.75% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,262 $1.79M 0.17% -585 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 17,262 $1.79M 0.22% -646 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 17,224 $1.79M 0.15% -1,095 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,222 $1.79M 0.02% -422 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,222 $1.79M 0.07% -53 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,183 $1.79M 0.19% -56 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 17,175 $1.79M 0.69% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 17,133 $1.78M 0.4% +12,945 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 17,015 $1.77M 0.24% -835 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 17,000 $1.77M 1.73% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 16,989 $1.77M 0.11% +86 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,792 $1.75M 0.11% +255 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 16,741 $1.74M 0.12% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 16,660 $1.73M 0.15% -805 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,566 $1.72M 0.42% +252 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,561 $1.72M 0.09% -476 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,483 $1.71M 0.31% -55 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,456 $1.71M 0.13% -3,600 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,421 $1.71M 0.08% +2,693 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 16,417 $1.71M 0.9% +100 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,384 $1.7M 0.24% -60 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,381 $1.7M 0.31% -104 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 16,297 $1.69M 0.23% +5,765 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 16,285 $1.69M 0.02% -36 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,163 $1.68M 0.03% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,146 $1.68M 0.03% +500 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 16,146 $1.68M 0.1% +1,623 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 16,103 $1.67M 0.36% +1,450 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,053 $1.67M 0.02% +164 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 16,040 $1.67M 0.36% +1,236 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,916 $1.65M 0.01% +1,385 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15,915 $1.65M 0.25% +321 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 15,906 $1.65M 0.67% -620 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,888 $1.65M 0.05% +1,099 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,865 $1.65M 0.09% +2,158 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,812 $1.64M 0.08% -3,321 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 15,773 $1.64M 0.01% -27,815 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,737 $1.64M 0.01% +3,299 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,731 $1.64M 0.06% -3,922 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 15,636 $1.63M 0.02% +561 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,605 $1.62M 0.5% -4 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,544 $1.62M 0.1% -611 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,504 $1.61M 0.08% -495 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 15,493 $1.61M 0.04% -271 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 15,450 $1.61M 0.02% -194 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,350 $1.6M 0.02% -340 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 15,321 $1.59M 1.14% -400 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,217 $1.58M 0.18% -1,976 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,187 $1.58M 0.03% +628 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,187 $1.58M 0.08% +3,140 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 15,133 $1.57M 0.23% +1,739 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,126 $1.57M 0.02% +776 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 15,085 $1.57M 0.86% -385 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,015 $1.56M 0.13% +117 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,011 $1.56M 0.27% +39 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 14,917 $1.55M 1.15% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,858 $1.54M 0.11% +1,431 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,800 $1.54M 0.33% +3,300 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,789 $1.54M 0.02% +2,420 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,706 $1.53M 0.14% +6,345 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 14,654 $1.52M 0.32% +4,420 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,610 $1.52M 0.03% +1,600 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,585 $1.52M 0.25% -3,058 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,546 $1.51M 0.53% +570 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,508 $1.51M 0.04% -1,081 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,412 $1.5M 0.15% +298 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,372 $1.49M 0.06% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 14,355 $1.49M 0.04% +720 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 14,275 $1.48M 0.09% -2,411 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,252 $1.48M 0.04% +420 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 14,189 $1.48M 0.07% -38,320 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 14,189 $1.48M 0.06% -1,193 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,159 $1.47M 0.43% -1,545 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 14,112 $1.47M 0.13% +358 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,088 $1.46M 0.1% +701 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,085 $1.46M 0.02% -3,223 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,066 $1.46M 0.04% +42 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,007 $1.46M 0.03% -500 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,971 $1.45M 0.13% -290 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,928 $1.45M 0.07% -1,656 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,921 $1.45M 0.12% +734 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,905 $1.45M 0.07% -232 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,902 $1.45M 0.08% -3,570 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,872 $1.44M 0.08% +3,417 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,820 $1.44M 0.17% +566 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,649 $1.42M 0.34% -1,191 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 13,601 $1.41M 0.13% +66 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,315 $1.41M 0.84% -218 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 13,570 $1.41M 0.9% -837 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,532 $1.41M 0.08% -29 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,520 $1.41M 0.3% +356 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,477 $1.4M 0.45% +1,423 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 13,451 $1.4M 0.23% +1,324 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,450 $1.4M 0.01% +2,169 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,440 $1.4M 0.48% -251 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,429 $1.4M 0.21% +258 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,421 $1.4M 0.44% +27 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,335 $1.39M 0.08% +137 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,329 $1.39M 0.06% -832 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,307 $1.38M 0.1% +347 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,302 $1.38M 0.04% -391 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 13,260 $1.38M 1.03% +196 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 13,241 $1.38M 0.14% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,194 $1.37M 0.14% -369 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,184 $1.37M 0.01% +1,204 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,131 $1.37M 0.04% -200 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,130 $1.36M 0.03% +2,505 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,042 $1.36M 0.68% -975 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,040 $1.36M 0.02% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 13,008 $1.35M 0.08% +336 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,991 $1.35M 0.14% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,993 $1.35M 0.07% -2,295 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,964 $1.35M 0.07% +198 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 12,950 $1.35M 0.47% +1,306 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,933 $1.34M 0.04% +45 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,867 $1.34M 0.17% +210 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,827 $1.33M 0.48% -374 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,774 $1.33M 0.04% -7,493 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 12,753 $1.33M 0.06% -457 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,746 $1.33M 0.08% +157 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,741 $1.32M 0.02% -2,304 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 12,738 $1.32M 0.02% -737 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 12,641 $1.31M 0.26% -17,044 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 12,630 $1.31M 0.14% +553 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,630 $1.31M 0.06% -726 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,899 $1.31M 0.03% -64 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 12,595 $1.31M 0.04% -201 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,571 $1.31M 0.12% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 12,565 $1.31M 0.06% -18,789 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,559 $1.31M 0.06% +1,977 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,556 $1.31M 0.2% +6,209 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,517 $1.3M 0.11% +2,835 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,480 $1.3M 0.05% -1,079 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,480 $1.3M 0.02% +646 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,453 $1.29M 0.02% +9,751 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,411 $1.29M 0.01% +6,059 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,411 $1.29M 0.12% -2,690 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 12,309 $1.28M 1.26% -4,392 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,306 $1.28M 0.29% +799 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 12,283 $1.28M 0.21% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,254 $1.27M 0.75% +5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,225 $1.27M 0.01% +263 13F-HR Timeline CNB Bank More: the full row for CNB Bank 12,222 $1.27M 0.5% +400 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 12,156 $1.26M 0.27% +440 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,136 $1.26M 0.04% +674 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,102 $1.26M 0.13% -598 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 12,087 $1.26M 0.04% -550 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,043 $1.25M 0.12% +6,999 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,040 $1.25M 0.06% +223 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 12,032 $1.25M 0.5% +2,346 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 12,022 $1.25M 0.53% +342 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,910 $1.24M 0.58% -99 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,933 $1.24M 0.27% -45 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,856 $1.23M 0.4% +27 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,841 $1.23M 0.38% -621 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,830 $1.23M 0.05% +3,470 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,810 $1.23M 0.28% -83 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,415 $1.22M 0.18% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,755 $1.22M 0.21% +55 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 11,754 $1.22M 0.54% -10 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,742 $1.22M 0.03% -21 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 11,700 $1.22M 0.02% -394 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,663 $1.21M 0.11% +256 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,636 $1.21M 0.06% -156 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,615 $1.21M 0.1% -72 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 11,538 $1.2M 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,488 $1.19M 0.07% +1,274 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 11,483 $1.19M 0.48% -3 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,471 $1.19M 0.16% -272 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,443 $1.19M 0.16% +59 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 11,408 $1.19M 0.02% +9,158 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,888 $1.18M 0.02% +1,447 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,334 $1.18M 0.23% -155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,314 $1.18M 0.05% -208 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,274 $1.17M 0.3% +274 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 11,263 $1.17M 0.6% -452 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,260 $1.17M 0.14% -605 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,245 $1.17M 0.04% +2,603 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,230 $1.17M 0.58% +61 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,221 $1.17M 0.43% -2,010 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 11,220 $1.17M 0.55% -5,539 13F-HR Timeline