IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,636 $1.25M 0.04% +1,645 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,629 $1.25M 0.04% +330 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,622 $1.25M 0.18% +691 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 12,578 $1.25M 0.09% +4,182 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,572 $1.25M 0.09% -1,824 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,532 $1.24M 0.1% +534 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,514 $1.24M 0.21% +3,815 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,509 $1.24M 0.32% -261 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,471 $1.24M 0.16% +757 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 12,440 $1.23M 0.42% -2,044 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 12,426 $1.23M 0.07% -1,190 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 12,406 $1.23M 0.26% -25 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12,386 $1.23M 0.32% -350 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,310 $1.22M 0.04% +270 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,569 $1.22M 0.08% -11,211 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,259 $1.22M 0.08% +880 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 12,241 $1.21M 0.21% +67 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,223 $1.21M 0.11% +1,618 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12,202 $1.21M 0.31% +400 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,175 $1.21M 0.02% +1,942 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 12,125 $1.2M 0.03% -137,097 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,118 $1.2M 0.73% +15 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,099 $1.2M 0.94% 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 12,081 $1.2M 0.15% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,080 $1.2M 0.35% +101 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,051 $1.2M 0.03% +2,037 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,005 $1.19M 0.1% -586 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 12,000 $1.19M 0.2% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,987 $1.19M 0.11% +665 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 11,982 $1.19M 0.14% +3,978 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,942 $1.18M 0.12% -185 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 12,222 $1.18M 0.32% +1,371 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 11,920 $1.18M 0.16% -15,160 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,916 $1.18M 0.17% +7,808 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 11,900 $1.18M 0.32% -14,450 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 11,892 $1.18M 0.23% +2,557 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,847 $1.17M 0.08% +28 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,833 $1.17M 0.03% +1,945 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,794 $1.17M 0.07% +2,199 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,778 $1.17M 0.49% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 11,766 $1.17M 0.11% +1,353 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,709 $1.16M 0.1% +2,291 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 11,708 $1.16M 0.02% +2,356 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 11,680 $1.16M 0.6% +9,996 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,678 $1.16M 0.04% +3,530 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,662 $1.16M 0.15% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,660 $1.16M 0.19% +2,792 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,653 $1.16M 0.05% -1,276 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,632 $1.15M 0.32% +1,664 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,614 $1.15M 0.04% +1,351 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 11,573 $1.15M 0.07% +7,738 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,571 $1.15M +978 Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 11,490 $1.14M 0.04% -114 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 11,233 $1.14M +488 Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,465 $1.14M 0.68% -269 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,382 $1.13M 0.1% +1,703 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,370 $1.13M 0.02% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,329 $1.12M 0.01% +2,639 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 11,274 $1.12M 0.11% -852 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 11,266 $1.12M 0.67% +1,290 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 11,260 $1.12M 0.02% +2,430 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,255 $1.12M 0.1% +72 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,682 $1.11M 0.13% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,400 $1.11M 0.02% -22,236 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 11,232 $1.11M 0.75% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10,726 $1.11M 0.06% +474 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 11,135 $1.1M 0.34% -47 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 11,133 $1.1M 0.35% +13 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,910 $1.1M 0.24% +909 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,085 $1.1M 0.38% +85 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,076 $1.1M 0.04% +2,155 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,981 $1.09M 0.1% +4,614 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 10,971 $1.09M 0.11% +2,551 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,673 $1.09M 0.21% +699 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 10,931 $1.08M 0.05% +2,634 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,925 $1.08M 0.01% -9,022 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 10,925 $1.08M 0.42% +269 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,922 $1.08M 0.01% +358 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,913 $1.08M 0.39% +7,932 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 10,919 $1.08M 0.06% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $1.08M 0.86% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,879 $1.08M 0.17% +20 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,850 $1.08M 0.52% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,847 $1.08M 0.15% +36 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,816 $1.07M 0.32% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 10,788 $1.07M 0.08% +914 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,767 $1.07M 0.07% -269 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,750 $1.07M 0.61% -209 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,743 $1.07M 0.53% +2,790 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,707 $1.06M 0.43% +2,082 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 10,699 $1.06M 0.14% -12,015 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,682 $1.06M 0.13% -1,522 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,580 $1.05M 0.16% -161 13F-HR/A Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10,580 $1.05M 0.01% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 10,482 $1.04M 0.5% -259 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,397 $1.03M 0.03% -3,587 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,399 $1.03M 0.17% -650 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 10,392 $1.03M <0.01% -486 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,352 $1.03M 0.07% +3,509 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,344 $1.03M 0.16% +3,536 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,321 $1.02M 0.05% -1,039 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,989 $1.02M 0.06% -58 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,267 $1.02M 1% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,253 $1.02M 0.03% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,210 $1.01M 0.26% -526 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,189 $1.01M 0.08% +190 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,224 $1.01M 0.15% -17,588 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,185 $1.01M 0.72% +125 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,136 $1.01M 0.01% +1,031 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,124 $1M 0.03% +848 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,096 $1M 0.09% +5,216 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,088 $1M 0.07% +191 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 10,038 $995K 0.4% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 10,002 $992K 0.4% -776 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,957 $987K 0.27% +7,598 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,871 $979K 0.08% +3,612 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,860 $978K 0.09% +771 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,837 $976K 0.01% +4,249 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 9,802 $972K 0.16% -1,119 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,771 $969K 0.07% +3,649 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 9,730 $965K 0.23% -78 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,708 $963K 0.09% +96 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,703 $962K 0.01% +2,436 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 9,700 $962K 0.19% -4,700 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,667 $959K 0.07% +2,676 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,658 $958K 0.76% -1,784 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,643 $956K 0.58% -41 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,641 $956K 0.31% +2,905 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,638 $956K 0.04% +2,313 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,605 $953K 0.07% +2,472 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,589 $951K 0.18% +444 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,580 $950K 0.03% +981 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,475 $940K 0.17% +87 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,493 $935K 0.03% +1,295 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,396 $932K 0.01% +1,348 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 9,357 $928K 0.51% -12 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,323 $925K 0.25% +31 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,318 $924K 0.37% -177 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,314 $924K 0.09% +753 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,308 $923K +55 Timeline Navalign, LLC More: the full row for Navalign, LLC 9,279 $920K 0.27% +261 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $920K 0.14% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,250 $917K 0.07% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,428 $915K 0.04% -1,014 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 9,209 $913K 0.05% 13F-HR/A Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,202 $913K 0.41% -1,255 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,171 $909K 0.12% -2,920 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,146 $907K 0.07% -854 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,139 $906K 0.06% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,113 $904K 0.02% -182 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,071 $900K 0.64% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,282 $899K 0.89% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,047 $897K 0.11% -105 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,045 $897K 0.05% +3,035 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,016 $894K 0.2% -303 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,463 $888K 0.21% 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,937 $886K 1.12% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,761 $885K 0.21% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,874 $880K 0.09% +868 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,855 $878K 0.01% +383 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 8,846 $877K 0.48% +691 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,354 $876K 0.12% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,742 $867K 0.17% +1,362 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,731 $866K 0.42% +319 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 8,730 $866K 0.24% +508 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,192 $865K 0.02% +1,028 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,718 $865K 0.18% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,655 $858K 0.05% -1,818 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,640 $857K 0.18% +102 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 8,623 $855K 0.34% +365 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,620 $855K 0.1% -1,155 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,564 $849K 0.03% +1,367 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,553 $848K 0.32% +850 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,551 $848K 0.43% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,533 $846K 0.42% +6,003 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,525 $845K 0.06% +758 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,500 $843K 0.54% +49 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,491 $842K 0.27% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,463 $839K 0.03% +669 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,463 $839K 0.1% +1,458 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,448 $838K 0.3% +132 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,438 $837K 0.01% +116 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,423 $835K 0.26% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 8,370 $830K 0.32% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,345 $828K 0.38% +695 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,317 $825K 0.13% -621 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 8,309 $824K 0.33% +1,069 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,309 $824K 0.11% +17 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 8,283 $821K 0.25% -3 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $821K 0.3% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,272 $820K 0.2% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,249 $818K 0.21% +701 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,248 $818K 0.1% -615 13F-HR Timeline Mystic Asset Management, Inc. 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