DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,173 $650K 0.12% -1,437 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,148 $649K 0.05% -111 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,108 $647K 0.03% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,050 $643K 0.05% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,023 $642K 0.18% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,008 $641K 0.03% +6,457 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,000 $641K 0.02% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,841 $637K 0.27% -98 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 11,891 $635K 0.46% +3,090 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 11,884 $635K 0.3% -274 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,873 $634K 0.17% -50 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,864 $634K 0.13% +1,657 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,856 $633K 0.08% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 11,827 $632K 0.54% +794 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,787 $629K 0.01% new 13F-HR Timeline Group 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 11,777 $629K 0.25% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 11,733 $627K 0.21% -890 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,729 $626K 0.07% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,716 $626K 0.39% +5,716 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,713 $625K 0.15% -235 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,705 $625K 0.03% -503 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,629 $621K 0.27% +754 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 11,568 $618K 0.22% +302 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,390 $608K 0.05% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,378 $608K 0.01% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,200 $598K 0.04% -350 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,050 $590K 0.05% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,043 $590K 0.02% -914 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,894 $586K 0.15% +218 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,572 $586K 0.05% +2,868 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,942 $584K 0.08% -2,176 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10,907 $582K 0.16% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 10,828 $578K 0.21% -6,886 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 10,821 $578K 0.05% -900 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,805 $577K 0.28% +110 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,772 $575K 0.01% +23 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,616 $567K 0.05% -634 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,586 $565K 0.43% +132 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,571 $564K 0.07% +6,207 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,557 $564K 0.07% -756 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,400 $555K 0.14% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,392 $555K 0.03% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,319 $551K 0.44% -2,200 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,315 $551K 0.15% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 10,271 $548K 0.35% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,243 $547K 0.04% -254 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 10,219 $546K 0.14% +2,948 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,198 $545K 0.16% -85 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,814 $543K 0.09% +699 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $541K 0.08% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,086 $539K 0.14% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,082 $538K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,075 $538K 0.04% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,050 $537K 0.08% -54 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,046 $536K 0.37% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $535K 0.02% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 10,017 $535K 0.19% +151 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,012 $535K 0.09% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,007 $534K <0.01% +28 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 10,000 $534K 0.78% new 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,989 $533K 0.08% -1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,940 $531K 0.02% -1,469 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 9,916 $530K 0.12% +44 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,872 $527K 0.03% -53 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,831 $525K 0.19% 0 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,827 $525K 0.1% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $522K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,726 $519K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 9,641 $515K 0.31% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,633 $514K 0.23% -2,631 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,631 $514K 0.08% -110 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 9,527 $509K 0.16% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 9,495 $507K 0.45% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,493 $507K 0.15% +152 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,466 $505K 0.04% -2,534 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 9,408 $502K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 9,395 $502K <0.01% +1,236 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,352 $499K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,344 $499K 0.2% +1,518 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 9,321 $498K 0.28% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 9,291 $496K 0.19% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,218 $492K 0.12% +455 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 9,196 $491K 0.4% +1,830 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 9,131 $488K 0.4% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 9,060 $484K 0.17% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,702 $484K 0.01% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,661 $482K 0.19% +557 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 9,004 $481K 0.07% +3,362 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 9,000 $481K 0.15% new 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 8,958 $478K 0.1% -333 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,950 $478K 0.14% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,939 $477K 0.08% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,925 $477K <0.01% +1,876 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,916 $476K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,844 $472K 0.11% +2,887 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 8,792 $469K +5 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,751 $467K 0.02% +326 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,723 $466K 0.14% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $463K 0.11% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,656 $462K 0.17% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,644 $462K <0.01% +43 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,644 $462K 0.06% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,635 $461K 0.32% -2,689 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,619 $460K 0.11% +20 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $459K 0.14% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,599 $459K 0.02% +2,350 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,596 $459K 0.41% -200 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,575 $458K 0.22% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,566 $457K 0.03% -277 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,526 $455K 0.09% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,516 $455K 0.04% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,403 $454K 0.05% +1,362 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,505 $454K 0.03% -3,037 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,478 $453K 0.04% +317 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,472 $452K 0.2% -742 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,386 $451K 0.08% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,443 $451K 0.32% -483 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,391 $448K 0.11% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,377 $447K 0.07% +1,758 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,335 $445K 0.33% -81 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 8,308 $444K 0.2% new 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,262 $441K 0.18% -200 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,236 $440K -324 Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,229 $439K <0.01% -35,367 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,218 $439K 0.02% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $435K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,130 $434K 0.01% -375 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 8,121 $434K 0.03% +551 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,111 $433K 0.18% +296 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 8,108 $433K 0.15% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,056 $430K 0.13% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,922 $430K 0.18% -7 13F-HR Timeline American Trust More: the full row for American Trust 8,031 $429K 0.04% +908 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,942 $424K 0.03% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,933 $424K 0.08% -326 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,885 $421K 0.17% -828 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,882 $421K 0.12% +823 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,873 $420K 0.05% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $419K 0.13% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $418K 0.08% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 7,818 $417K 0.06% -132 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,754 $414K 0.02% -1,654 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,745 $414K 0.04% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,732 $413K 0.22% 0 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 7,731 $413K 0.39% -65 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 7,701 $411K 0.11% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 7,659 $409K 0.08% -337 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 7,634 $408K 0.23% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,528 $402K 0.02% 0 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 7,525 $402K 0.03% 0 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,496 $400K 0.06% -82 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 7,399 $395K 0.09% +2,909 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 7,379 $394K 0.19% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,356 $393K 0.09% -39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,332 $392K 0.04% +470 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,314 $391K 0.1% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,279 $389K 0.04% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,275 $388K 0.03% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,273 $388K 0.02% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 253,880 $386K 0.11% +11,335 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,224 $386K 0.09% 0 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 7,214 $385K 0.22% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,193 $384K 0.01% +189 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,200 $384K 0.03% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,152 $382K 0.04% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,141 $381K 0.07% +612 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 7,100 $379K 0.09% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,069 $377K 0.04% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,991 $373K 0.04% -228 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,969 $372K 0.01% +25 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,954 $371K <0.01% +65 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,841 $370K 0.06% +288 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,879 $367K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,870 $367K <0.01% +1,919 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,848 $366K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,840 $365K 0.08% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,835 $365K 0.17% -3,050 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,815 $364K 0.19% -114 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,794 $363K 0.21% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,765 $361K 0.12% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,733 $360K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,718 $359K 0.03% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,720 $359K 0.09% -100 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,710 $358K 0.02% -4,217 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,684 $357K 0.03% +7 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,665 $356K 0.04% -297 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,641 $355K 0.04% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,631 $354K 0.08% -260 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,598 $352K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,582 $351K 0.1% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,560 $350K 0.01% -1,170 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,559 $350K 0.02% +568 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,464 $345K 0.17% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,439 $344K 0.04% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,425 $343K 0.19% +22 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,421 $343K 0.19% +194 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,332 $342K 0.03% +1,005 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 6,396 $342K 0.18% -1,676 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,376 $340K <0.01% +612 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,376 $340K 0.09% +460 13F-HR Timeline