Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,867 $795K 0.01% +62 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,860 $793K 0.05% +2,500 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,826 $786K 0.05% +1 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,813 $784K 0.07% new 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,807 $782K 0.06% +566 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,800 $781K 0.05% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,800 $781K 0.33% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,792 $779K 0.03% +2,484 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,781 $777K 0.27% +321 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,764 $774K 0.01% -76 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,758 $772K 0.05% +183 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,719 $764K 0.02% -209 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,710 $763K 0.01% +170 13F-HR/A Timeline LCNB CORP More: the full row for LCNB CORP 3,700 $760K 0.28% -60 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,700 $760K 0.02% +1,920 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,693 $759K 0.13% -471 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,688 $758K 0.09% +4 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,685 $757K 0.19% -397 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,680 $756K 0.15% +191 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,676 $755K 0.02% -41 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,650 $750K 0.67% -836 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,633 $747K 0.14% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,622 $744K 0.25% -274 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,620 $744K <0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,605 $741K 0.01% +446 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,603 $740K 0.3% +111 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,573 $734K 0.39% -240 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,554 $730K 0.2% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,467 $726K 0.05% new 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 3,515 $722K 0.12% +2,047 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,503 $720K 0.13% -91 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,492 $718K 0.05% -68 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,490 $717K 0.1% +1,013 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,469 $713K 0.01% -7,661 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,469 $713K 0.04% +3 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,466 $712K 0.34% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,454 $710K 0.05% +70 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,418 $703K 0.09% -143 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,404 $700K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,396 $698K 0.02% +937 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,394 $698K 0.16% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,385 $696K 0.15% +404 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,368 $693K 0.22% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,342 $687K 0.11% +161 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,305 $679K 0.3% +1,478 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,290 $676K 0.04% +1,081 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,283 $675K 0.51% -94 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,282 $675K 0.02% +1,027 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 3,263 $671K 0.6% +710 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,258 $670K 0.06% +250 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,245 $667K 0.06% +645 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,236 $665K 0.17% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,228 $663K 0.56% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,200 $658K <0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,199 $657K 0.12% +141 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,195 $657K 0.03% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,180 $654K 0.45% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,169 $651K 0.07% +366 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,156 $649K 0.04% -300 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,136 $644K 0.45% -295 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,128 $643K 0.42% -260 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,122 $642K 0.27% -54 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,164 $641K 0.06% +36 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,112 $640K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,106 $638K 0.39% -119 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,101 $637K 0.02% -124 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,067 $630K 0.07% +580 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,062 $629K 0.1% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,051 $627K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,044 $626K 0.06% -122 13F-HR/A Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,031 $623K 0.07% -306 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,018 $620K 0.28% +493 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,010 $619K 0.05% +777 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,004 $617K 0.01% -49 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,989 $614K 0.03% +564 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,964 $609K 0.33% -74 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,960 $608K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,958 $608K 0.01% -90 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,952 $607K 0.01% +1,402 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,940 $605K 0.01% +1,000 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,924 $601K 0.03% -4 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,899 $596K 0.12% -3,013 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,884 $593K 0.47% -214 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,854 $587K 0.04% -50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,831 $582K 0.06% +164 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,825 $581K 0.09% +39 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,820 $580K 0.3% -8 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,800 $575K 0.09% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,792 $574K 0.36% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,754 $572K 0.32% +379 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,774 $570K 0.15% -130 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,760 $567K 0.07% -100 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,760 $567K 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,758 $567K 0.04% -18 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,758 $567K 0.02% -1,580 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,739 $563K 0.02% +281 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,721 $559K 0.01% -894 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,708 $557K 0.04% +16 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,703 $556K +930 Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,703 $556K 0.27% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,729 $555K 0.05% +228 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,689 $553K 0.04% -194 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,680 $551K 0.36% -295 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,668 $548K 0.22% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,640 $543K 0.05% -40 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,640 $543K 0.54% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,624 $539K 0.1% +212 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,616 $538K 0.08% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,603 $535K 0.01% +1,603 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,601 $535K 0.49% +5 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,598 $534K 0.15% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,556 $531K 0.18% -15 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,579 $530K 0.13% -20 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,558 $526K 0.01% +323 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,553 $525K 0.07% -75 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,553 $525K 0.04% -392 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,552 $524K 0.07% +30 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,548 $524K 0.15% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,548 $524K 0.04% -22 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,526 $519K 0.14% +123 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,524 $519K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,497 $513K 0.02% +137 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,497 $513K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,478 $509K <0.01% -110 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,474 $508K 0.22% -265 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,470 $508K 0.01% +154 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,465 $507K 0.01% -589 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,459 $505K 0.04% +77 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,455 $504K 0.03% +5 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,440 $501K 0.23% +4 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,406 $495K 0.29% +3 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,400 $493K 0.14% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,400 $493K 0.15% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,400 $493K 0.1% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,393 $491K 0.22% -14 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,433 $489K 0.05% +1,165 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,347 $482K 0.15% -90 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,346 $482K 0.02% -502 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,345 $482K 0.03% +1,744 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,337 $480K 0.19% +29 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,332 $479K 0.12% +496 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,324 $478K 0.24% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,317 $476K 0.07% +87 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,308 $474K 0.07% +437 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,302 $473K 0.01% -5,168 13F-HR/A Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,299 $473K 0.18% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,296 $472K 0.04% +1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,283 $469K 0.01% +521 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,272 $467K <0.01% 0 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,272 $467K 0.1% -9,067 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,269 $466K 0.41% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,549 $466K 0.04% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,262 $465K 0.22% -15,208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,277 $463K 0.01% -10,174 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,251 $463K 0.03% -1,999 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,305 $462K 0.09% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,245 $461K 0.12% +147 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,240 $460K 0.03% +1,027 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,240 $460K 0.11% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,229 $458K 0.04% +80 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,224 $457K 0.03% +40 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,220 $456K 0.27% 0 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,215 $455K 0.27% +60 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,207 $454K 0.63% +49 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,185 $449K 0.12% +21 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,178 $448K 0.02% -26 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,177 $448K 0.32% -161 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,170 $446K 0.29% +5 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 2,160 $444K 0.15% -140 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,159 $444K 0.14% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,157 $443K 0.1% +137 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,157 $443K 0.25% -245 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,141 $440K 0.02% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,140 $440K 0.07% +1,123 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,139 $440K 0.15% +753 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,128 $437K 0.02% +8 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,120 $436K 0.09% -3,125 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,114 $435K 0.08% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,107 $433K 0.03% +77 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,084 $428K 0.03% -20 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,020 $428K 0.15% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,072 $426K 0.03% -185 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,064 $424K 0.04% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,349 $424K 0.01% +739 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,060 $423K 0.01% -6 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,052 $422K 0.17% -327 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,038 $419K 0.02% +40 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,036 $418K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,034 $418K 0.07% -11,109 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,991 $417K 0.08% +136 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,020 $415K 0.02% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,013 $414K 0.46% +63 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,010 $413K 0.08% +127 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,009 $413K 0.02% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 2,000 $411K <0.01% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,000 $411K 0.01% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,000 $411K 0.25% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,000 $411K 0.93% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,976 $406K 0.04% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,970 $405K 0.02% -31 13F-HR Timeline