SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,414 $1.37M 0.1% +407 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,405 $1.37M 0.19% -821 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,363 $1.37M 0.21% +525 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,368 $1.37M 0.14% -633 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,352 $1.37M 0.51% +2,040 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 11,764 $1.37M 0.62% -857 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,327 $1.36M 0.12% +66 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10,323 $1.36M 0.8% -165 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,295 $1.36M 0.98% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,543 $1.35M 0.09% -1,383 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,253 $1.35M 0.02% -1,575 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 10,244 $1.35M 0.03% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 10,234 $1.35M 1.06% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,231 $1.35M 0.02% +723 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,223 $1.35M 0.28% +178 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,219 $1.35M 0.32% -658 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,215 $1.35M 0.15% -1,987 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,203 $1.35M 0.02% +5,100 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 10,188 $1.34M 0.38% -1,196 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,963 $1.34M 0.03% +887 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,181 $1.34M 0.49% -527 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,167 $1.34M 0.03% +3,002 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,135 $1.34M 0.09% -27 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,094 $1.33M 0.28% -142 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,067 $1.33M 0.17% +148 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,025 $1.32M 0.9% -500 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $1.32M 0.41% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 9,965 $1.32M 0.38% -70 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,953 $1.31M 0.14% +1,496 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,942 $1.31M 0.03% -1,415 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,933 $1.31M 0.02% +415 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 9,925 $1.31M 0.38% -910 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,214 $1.31M 0.09% -1,188 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,858 $1.3M 0.19% -150 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,836 $1.3M 0.03% +5,173 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 9,823 $1.3M 0.15% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,822 $1.3M 0.03% +1 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,819 $1.3M 0.3% +261 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,856 $1.3M 0.09% -593 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,815 $1.3M 0.98% -368 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,799 $1.29M 0.17% -159 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,796 $1.29M 0.16% -3,372 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 9,769 $1.29M 1.11% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,749 $1.29M 0.41% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,686 $1.28M 0.56% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,682 $1.28M 0.11% +664 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,415 $1.28M 0.2% -85 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,659 $1.28M 0.05% -5,387 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,602 $1.27M 0.07% -1,027 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,598 $1.27M 0.08% +459 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,587 $1.27M 0.44% +171 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,576 $1.26M 0.27% -2,219 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,530 $1.26M 0.13% +329 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,499 $1.25M 0.21% +29 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,496 $1.25M 0.9% +332 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,433 $1.25M 0.02% +1,314 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,386 $1.24M 0.71% +45 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,373 $1.24M 0.03% +356 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,361 $1.24M 0.22% -24,149 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,359 $1.24M 0.16% -2,255 13F-HR/A Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,330 $1.23M 0.53% +25 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 9,296 $1.23M 0.65% -779 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,291 $1.23M 0.05% +6,166 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,277 $1.22M 0.03% +1,081 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,276 $1.22M 0.1% +1,634 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,275 $1.22M 0.44% +14 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $1.22M 0.18% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,225 $1.22M 0.11% +33 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,224 $1.22M 0.05% +556 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,218 $1.22M 0.3% +769 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,214 $1.22M 0.3% -90 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,182 $1.21M 0.2% -313 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 9,053 $1.19M 0.85% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,049 $1.19M -300 Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,027 $1.19M 0.16% +1,031 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,956 $1.19M 0.08% -7,991 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,995 $1.19M 0.1% -1,641 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 8,976 $1.18M 0.1% -237 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,910 $1.18M 0.15% +162 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,890 $1.17M 0.19% +408 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,774 $1.16M 0.37% -136 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,770 $1.16M 0.13% -200 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,111 $1.15M 0.11% -20 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,718 $1.15M 0.17% -1,139 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,700 $1.15M 0.09% -400 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,699 $1.15M 0.03% -714 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,691 $1.15M 0.23% -168 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,687 $1.15M 0.4% +736 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,680 $1.15M 0.66% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,642 $1.14M 0.05% +2,611 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,629 $1.14M 0.21% +3 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 8,610 $1.14M 0.04% -5,182 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,580 $1.13M 0.15% +1,575 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,572 $1.13M 0.11% +142 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,503 $1.12M 0.44% -360 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,473 $1.12M 0.22% -608 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 8,460 $1.12M 0.96% +270 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,458 $1.12M <0.01% -18,562 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,432 $1.11M 0.14% -343 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,414 $1.11M 0.02% +244 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,412 $1.11M 0.01% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,386 $1.11M 0.01% -3,427 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,379 $1.11M 0.1% +580 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,367 $1.1M 0.31% -4,933 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,361 $1.1M 0.19% +3,154 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,360 $1.1M 0.05% +401 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,758 $1.1M 0.09% -3,235 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 8,300 $1.1M 0.28% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,441 $1.1M 0.02% +994 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $1.09M 0.34% 0 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,265 $1.09M +2,157 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,248 $1.09M 0.08% +5,343 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,215 $1.08M 0.61% +7,240 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 8,215 $1.08M 1.15% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,197 $1.08M 0.73% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,180 $1.08M 0.38% -784 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,171 $1.08M 0.09% -100 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,133 $1.07M 0.02% +221 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,128 $1.07M 0.01% +5,424 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,116 $1.07M 0.02% +934 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,096 $1.07M 0.85% +436 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 8,094 $1.07M 0.59% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,089 $1.07M 0.08% +200 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,087 $1.07M 0.04% +468 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,040 $1.06M 0.04% -223 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 8,027 $1.06M 0.19% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,995 $1.06M 0.1% -5,100 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,970 $1.05M 0.08% +614 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,923 $1.05M 0.08% +177 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,918 $1.05M 0.14% -137 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,917 $1.05M 0.09% -768 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,887 $1.04M 0.01% +909 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,876 $1.04M 0.51% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,853 $1.04M 0.29% -200 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,833 $1.03M 0.13% +238 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,829 $1.03M 0.16% -61 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,805 $1.03M 0.01% -11 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 7,780 $1.03M 0.13% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,742 $1.02M 0.34% -18 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,722 $1.02M 0.58% -20 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,709 $1.02M 0.08% -1,115 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,769 $1.02M 0.07% +1,775 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,703 $1.02M 0.06% -315 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,667 $1.01M 0.31% -428 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,644 $1.01M 0.05% +789 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,551 $997K 0.13% +1,350 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 7,543 $996K 0.12% -2,802 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,517 $992K 0.39% -413 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,483 $988K 0.05% +1,292 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,470 $986K 0.45% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,427 $980K 0.1% +13 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,382 $974K 0.14% -1 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,376 $974K 0.21% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 7,381 $973K 0.75% +1,918 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,346 $970K 0.24% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,333 $968K 0.49% +1,178 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,321 $966K 0.05% +670 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,297 $963K 0.38% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 7,282 $961K 0.01% +370 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,260 $958K 0.06% -9 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 7,252 $957K 0.46% -3,481 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,250 $957K 0.05% -1,467 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,241 $956K 0.23% +116 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,236 $955K 0.03% +1,023 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,153 $944K 0.08% +116 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,141 $943K 0.09% -75 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,119 $940K 0.05% -385 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,078 $934K 0.23% +1 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,047 $930K 0.32% +218 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,018 $926K 0.07% -2 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,017 $926K 0.26% -600 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 7,000 $924K 0.34% 0 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,996 $923K 0.21% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,967 $920K 0.08% +2 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,938 $916K 0.28% -222 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,915 $913K 0.01% +17 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,901 $911K 0.05% -141 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,891 $910K 0.45% -171 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,882 $908K 0.1% -440 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,870 $907K 0.31% +3,079 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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