FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,131 $1.69M 0.95% -499 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 10,113 $1.69M 1.04% -143 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 10,095 $1.69M 0.72% -6,235 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,034 $1.68M 0.2% +1,735 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,316 $1.68M 0.33% +1,519 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 10,013 $1.68M 0.79% +89 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 10,013 $1.68M 1.31% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,007 $1.67M 0.57% +1,209 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.67M 0.11% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 10,000 $1.67M 0.68% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 9,993 $1.67M 0.27% 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,947 $1.66M 0.62% -502 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,944 $1.66M 0.77% +25 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 9,946 $1.66M 1.99% +172 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,920 $1.66M 0.28% +231 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,915 $1.66M 0.72% -133 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 9,902 $1.66M 0.44% -22,132 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,891 $1.65M 0.99% -278 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,888 $1.65M 0.54% -838 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9,888 $1.65M 0.7% +539 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 9,800 $1.65M 0.56% -90 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,861 $1.65M 1.63% +4,572 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 9,850 $1.65M 0.37% +2,391 13F-HR/A Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 11,747 $1.65M 0.68% +510 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 9,836 $1.65M 0.7% -921 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 9,826 $1.64M 0.28% +113 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,131 $1.64M 0.23% -7,920 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,773 $1.63M 0.3% +1,828 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,765 $1.63M 0.07% -3,342 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,756 $1.63M 1.33% -261 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,712 $1.62M 0.61% +4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,697 $1.62M 0.82% -1,621 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 9,693 $1.62M 0.64% -703 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 9,693 $1.62M 0.15% -38 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,683 $1.62M 0.2% -500 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 9,682 $1.62M 0.44% +170 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,676 $1.62M 0.3% +204 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,666 $1.62M 0.33% +37 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 9,665 $1.62M 1.27% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,664 $1.62M 0.1% -4,374 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,651 $1.61M 0.22% -64 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,640 $1.61M 1.38% -683 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,633 $1.61M 0.22% +194 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 9,620 $1.61M 0.33% +1,566 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,611 $1.61M 0.67% -2,300 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,601 $1.61M 0.23% -4,751 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 9,595 $1.61M 1.26% +639 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,571 $1.6M 0.31% -667 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,568 $1.6M 0.08% -867 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,545 $1.6M 0.13% -239 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,540 $1.6M 0.6% -285 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,531 $1.59M 0.6% +426 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,530 $1.59M 0.51% -669 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,521 $1.59M 0.21% +1,369 13F-HR Timeline TLWM More: the full row for TLWM 9,506 $1.59M 0.32% +102 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,496 $1.59M 0.24% +203 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,489 $1.59M 0.15% +887 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,436 $1.58M 0.28% -487 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,425 $1.58M 0.22% -4,991 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,420 $1.58M 0.6% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,407 $1.57M 0.26% -1,847 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,402 $1.57M <0.01% -45 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9,385 $1.57M 0.51% -3,770 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 10,824 $1.57M 0.29% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,369 $1.57M 0.66% -2,303 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,354 $1.56M 0.33% -248 13F-HR Timeline Group BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,408 $1.56M 0.78% +104 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,332 $1.56M 0.37% -4,134 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,307 $1.56M 0.05% +983 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,298 $1.56M 0.11% +1,316 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,285 $1.55M 0.82% +171 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 9,269 $1.55M 0.69% +7,041 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,241 $1.55M 0.35% new 13F-HR/A Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 9,234 $1.54M 1.46% -355 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,228 $1.54M 0.14% +342 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,223 $1.54M 0.18% +363 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,189 $1.54M 0.49% -127 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,477 $1.53M 0.05% +1,859 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 9,134 $1.53M 0.82% +3,648 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,108 $1.52M 0.11% +3,865 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,106 $1.52M 0.11% -190 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,106 $1.52M 0.97% +1,275 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,104 $1.52M 0.52% +815 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 9,077 $1.52M 0.4% +27 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 9,069 $1.52M 0.81% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 9,048 $1.51M 0.73% +24 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8,985 $1.5M 1% -180 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 8,972 $1.5M 1.28% +168 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 8,962 $1.5M 1.01% 0 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 8,957 $1.5M 0.58% +150 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,941 $1.5M 0.11% -8,480 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,937 $1.5M 0.42% +57 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 8,963 $1.49M 0.26% +1,279 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,895 $1.49M 0.77% -110 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 8,893 $1.49M 0.04% 0 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 8,860 $1.48M -9,258 Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,858 $1.48M 0.83% +200 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 8,851 $1.48M 1.4% -224 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,851 $1.48M 0.61% +1,342 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,848 $1.48M 0.41% +3 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,827 $1.48M 0.45% +120 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,813 $1.47M 0.77% -81 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,788 $1.47M 0.25% 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 8,785 $1.47M 0.59% -813 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,755 $1.46M 0.41% -65 13F-HR Timeline Group NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,750 $1.46M 0.14% -250 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,735 $1.46M 0.18% -96 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,667 $1.45M 0.28% -980 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,608 $1.44M 0.35% 0 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,605 $1.44M 0.68% -874 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 8,604 $1.44M 0.48% -23 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 8,590 $1.44M 1.37% -937 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 8,561 $1.43M 0.38% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,531 $1.43M 0.71% +751 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,521 $1.43M 0.82% +1,968 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,521 $1.43M 0.27% +59 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,469 $1.42M 0.2% -3,118 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,469 $1.42M 0.83% +175 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,469 $1.42M 0.01% -23,103 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,461 $1.42M 1.1% +320 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,458 $1.41M 0.27% +308 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 8,455 $1.41M 0.01% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,444 $1.41M 0.21% +3,467 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 8,444 $1.41M 0.21% +65 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,424 $1.41M 0.58% +32 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,410 $1.41M 0.43% -10 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 8,405 $1.41M 1.06% +63 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,402 $1.41M 1.09% +1,085 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,396 $1.4M 0.13% +1,522 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,390 $1.4M 0.82% -522 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,390 $1.4M 0.39% -424 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,569 $1.4M 0.4% +260 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,372 $1.4M 0.24% -81 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 8,367 $1.4M <0.01% -26,804 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,351 $1.4M 0.4% +118 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 8,322 $1.39M 0.94% +140 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,317 $1.39M 0.14% +2,578 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 8,316 $1.39M 0.8% -349 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,310 $1.39M 0.42% +295 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,292 $1.39M 0.33% +1,730 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,280 $1.39M 0.38% -57 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,277 $1.38M 0.15% -6,649 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 8,266 $1.38M 0.54% +362 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,902 $1.38M 0.34% -1,828 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,244 $1.38M 0.69% +274 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,241 $1.38M 0.1% -200 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 8,238 $1.38M 1.01% +170 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,229 $1.38M 0.59% +2,600 13F-HR Timeline Group Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,229 $1.38M 0.18% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 8,228 $1.38M 0.12% new 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,223 $1.38M 0.18% +2,276 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,216 $1.37M 1.25% +1,000 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 8,215 $1.37M 0.76% +3,892 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,182 $1.37M 0.06% -278 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,177 $1.37M 0.26% -130 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 8,177 $1.37M 0.9% -61 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,154 $1.36M 1.37% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,144 $1.36M 0.1% +157 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,141 $1.36M 1.15% +2,072 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,140 $1.36M 0.13% -413 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,133 $1.36M 0.25% +375 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 8,111 $1.36M 0.48% -80 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,088 $1.35M 0.32% +131 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 9,965 $1.35M 0.48% +1,303 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,063 $1.35M 0.23% +378 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 8,049 $1.35M 0.92% -14 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 8,043 $1.35M 0.56% +363 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,086 $1.34M 0.13% +416 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,028 $1.34M 0.29% +291 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,014 $1.34M 0.9% +117 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,013 $1.34M 0.34% -2,235 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,000 $1.34M 0.45% -399 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,982 $1.34M 0.29% -236 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 7,980 $1.33M 0.76% -474 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,959 $1.33M 0.46% +72 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,934 $1.33M 0.26% +243 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 7,933 $1.33M 0.12% -8,467 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,928 $1.33M 0.16% -316 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,922 $1.33M 0.02% +2,766 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 7,917 $1.32M 0.26% -156 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 7,899 $1.32M 1.34% +1,754 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,881 $1.32M 0.31% -1,035 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,865 $1.32M 0.37% -119 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,862 $1.32M 1.16% +279 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,851 $1.31M 0.08% -58 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,835 $1.31M 0.19% +239 13F-HR/A Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 7,834 $1.31M 0.84% -1,192 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,822 $1.31M 0.36% +482 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,821 $1.31M 0.74% -1,103 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 7,814 $1.31M 0.35% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,807 $1.31M 0.34% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,801 $1.31M 0.61% -182 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,769 $1.3M 0.13% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,763 $1.3M 0.99% -39 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,746 $1.3M 0.33% +468 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,735 $1.29M 0.34% -47 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,711 $1.29M 0.08% +72 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,706 $1.29M 0.2% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,706 $1.29M 0.79% +1,115 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,692 $1.29M 0.03% -8,326 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.