VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,908 $1.02M 0.57% -1,035 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $1.02M 0.73% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,891 $1.02M 0.09% -858 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,877 $1.02M 0.23% -206 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 10,835 $1.01M 0.28% -250 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,807 $1.01M 0.05% +279 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10,752 $1.01M 0.24% +1,461 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,740 $1.01M 0.01% -545 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 10,733 $1M 0.55% -25 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,708 $1M 0.36% -1,071 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,660 $998K 0.46% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,636 $996K 0.08% -1,614 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,629 $995K 0.06% -1,554 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,610 $993K 0.01% +3,696 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,606 $993K 0.24% +717 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,076 $991K 0.02% +3,977 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,571 $990K 0.03% -907 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,541 $987K 0.04% -1,073 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,525 $985K 0.64% +75 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10,488 $982K 0.54% -621 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,482 $981K 0.1% -72 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,393 $973K 0.11% +3,621 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,345 $968K 0.12% -1,712 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 10,325 $966K 0.08% +1,771 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,322 $966K 0.35% -473 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,316 $966K 0.07% -61 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,295 $964K 0.74% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,261 $961K 0.08% +389 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 10,244 $959K 0.02% -1,466 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,236 $958K 0.19% +4,404 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 10,234 $958K 0.79% 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 10,200 $955K 0.14% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,188 $954K 0.73% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 10,183 $953K 0.72% +806 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,162 $951K 0.06% -162 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,144 $950K 0.06% -968 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,131 $948K 0.13% -81 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,129 $948K 0.01% -4,147 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 10,075 $943K 0.51% -301 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,045 $940K 0.19% +252 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,035 $939K 0.27% -25 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,008 $937K 0.14% -166 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,007 $937K 0.07% -1,242 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $936K 0.27% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,965 $933K 0.06% +773 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,958 $932K 0.14% -420 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,919 $929K 0.12% +123 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 9,888 $926K 0.28% -284 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 9,857 $923K 0.13% -1,349 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,821 $919K 0.02% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,801 $917K 0.06% -308 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,792 $917K 0.28% +109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,787 $916K 0.04% +1,143 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,635 $902K 0.1% +229 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 9,600 $899K 0.33% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,558 $895K 0.2% +508 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,557 $895K 0.12% +1,951 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,540 $893K 0.07% +1,240 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,518 $891K 0.01% -562 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,508 $890K 0.02% -9,055 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,496 $889K 0.05% +925 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,495 $889K 0.16% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,482 $888K 0.25% -641 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,470 $886K 0.16% -49 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,416 $881K 0.3% -293 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,413 $881K 0.02% -2,313 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,387 $879K 0.04% +2,665 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,349 $875K +21 Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,341 $874K 0.47% +60 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,334 $874K 0.01% -251 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,305 $871K 0.37% +287 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,304 $871K 0.21% -5 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $868K 0.13% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,261 $867K 0.31% +16 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,258 $867K 0.02% -129,953 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,201 $864K 0.09% +284 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 9,213 $862K 0.08% -338 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,192 $860K 0.07% 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,164 $858K 0.65% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,139 $856K 0.05% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,748 $853K 0.21% -2,385 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,100 $852K 0.06% -300 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,081 $850K 0.18% -2,073 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,018 $844K 0.07% -257 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,017 $844K 0.02% -2,372 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,006 $843K 0.04% -132 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,970 $840K 0.1% -67 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,964 $839K 0.31% -40 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,910 $834K 0.27% +563 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,863 $830K 0.31% -495 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,859 $829K 0.17% -494 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,824 $826K 0.07% -5 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,775 $821K 0.1% -790 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,758 $820K 0.06% -3,696 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,688 $813K 0.02% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,685 $813K 0.07% +287 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,680 $813K 0.46% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,717 $812K 0.04% +1,501 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,668 $811K 0.03% -857 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 8,621 $811K 0.04% +898 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,638 $809K 0.19% -102 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,626 $807K 0.15% -170 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,573 $803K 0.31% +1,241 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,529 $798K 0.37% -92 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 8,506 $796K 0.29% -2,867 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,457 $796K 0.08% -1,031 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,482 $794K 0.13% -583 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,449 $791K 0.2% +145 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,447 $791K 0.02% +668 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,430 $789K 0.08% -156 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,412 $787K 0.01% +772 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,180 $784K 0.09% -2,614 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,312 $778K 0.28% +3,013 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,295 $777K 0.24% -195 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $774K 0.25% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,271 $774K 0.06% -146 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,269 $774K 0.05% new 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8,264 $774K 0.3% +250 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,263 $774K 0.02% -156 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,196 $767K 0.02% -2,231 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 8,190 $767K 0.63% +401 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,170 $765K 0.02% -102 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,119 $760K 0.01% +637 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 8,095 $758K 0.25% -75 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,055 $754K 0.11% -50 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,053 $754K 0.21% -873 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,018 $751K 0.04% +101 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,996 $749K 0.1% -4,655 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,978 $747K 0.29% -111 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,961 $745K 0.15% -1,862 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,959 $745K 0.03% +854 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,951 $744K 0.24% +1,546 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,930 $742K 0.29% -355 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,912 $741K 0.01% -91 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,890 $739K 0.12% +13 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,889 $739K 0.05% -267 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,876 $737K 0.37% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,869 $737K <0.01% -28,476 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,816 $732K 0.01% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 7,800 $730K 0.03% -30,000 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,799 $730K 0.08% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,617 $729K 0.2% +2,766 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,760 $726K 0.24% -988 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,746 $725K 0.05% -170 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,742 $725K 0.44% -46 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,701 $721K 0.08% -451 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,690 $720K 0.04% -19 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,688 $720K 0.01% +76 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,686 $719K 0.06% +1,756 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 7,660 $717K 0.59% -948 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,642 $715K 0.07% -544 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,619 $713K 0.03% -28 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,595 $711K 0.09% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,504 $702K 0.04% +595 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,470 $699K 0.33% -695 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,414 $694K 0.07% +203 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,410 $694K 0.16% +47 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,383 $691K 0.1% -72 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,376 $690K 0.15% -1,209 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 7,042 $690K 0.04% +91 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,356 $689K 0.05% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,346 $688K 0.18% -2,487 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,322 $685K 0.08% -460 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,297 $683K 0.28% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,269 $680K 0.05% new 13F-HR/A Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,260 $680K 0.46% -145 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,219 $676K 0.25% -129 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,216 $675K 0.07% -300 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,205 $674K 0.3% -1,009 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,182 $672K 0.01% -416 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,170 $671K 0.14% +2,308 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,165 $671K 0.02% -1,965 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,160 $670K 0.2% +103 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,151 $669K <0.01% +33 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,125 $667K 0.16% +451 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 7,114 $666K +609 Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,077 $663K 0.17% +80 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,062 $661K 0.33% -755 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,037 $659K 0.06% -715 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,024 $658K 0.08% +202 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,020 $657K 0.05% -6,608 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,005 $656K 0.08% -200 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 7,000 $655K 0.24% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,994 $655K 0.05% -119 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,984 $654K 0.18% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,978 $653K 0.01% +1,150 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,965 $652K 0.05% -45 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,950 $651K 0.14% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,946 $650K 0.1% +224 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,942 $650K 0.34% +217 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,912 $647K 0.01% new 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,009 $647K 0.09% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,898 $646K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,863 $642K 0.22% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 6,863 $642K 0.08% +186 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,862 $642K 0.24% -2,940 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,855 $642K 0.04% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,850 $641K 0.05% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,829 $639K 0.21% -181 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,826 $639K 0.07% +97 13F-HR Timeline