EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 21,395 $1.26M 0.01% +4,847 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 22,974 $1.26M 1.03% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 21,241 $1.25M 0.71% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 21,045 $1.24M 0.21% +13,781 13F-HR Timeline Group Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 21,000 $1.23M 0.79% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 20,932 $1.23M 0.06% -386 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,916 $1.23M 0.02% +1,163 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 20,904 $1.23M 0.46% -44,996 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 20,766 $1.22M 0.06% -1,803 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 20,714 $1.21M 0.5% -496 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,430 $1.2M 0.24% +1,997 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 20,366 $1.2M 0.39% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,342 $1.2M 0.06% +1,669 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 20,040 $1.18M 0.11% 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 19,732 $1.16M 1.11% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,600 $1.15M 0.09% +3,253 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 19,590 $1.15M 0.23% +3,970 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 19,418 $1.14M 0.02% -55 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 19,287 $1.13M 0.48% +278 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,178 $1.13M +6,326 Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 19,071 $1.12M <0.01% +428 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 19,006 $1.12M 0.25% +255 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 18,909 $1.11M 0.65% -1,119 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,879 $1.11M 0.1% +4,042 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,813 $1.11M 0.04% -6,724 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 18,674 $1.1M 0.61% +175 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 18,631 $1.1M 0.23% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,615 $1.09M 0.02% +1,567 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 18,606 $1.09M 0.36% -3,203 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,600 $1.09M -3,655 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,589 $1.09M 0.03% -7,971 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 18,541 $1.09M 0.23% -479 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 18,481 $1.09M 0.02% +10,152 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 18,458 $1.08M 0.04% +936 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 18,325 $1.08M 0.31% +212 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 18,320 $1.08M 0.49% -3,350 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 18,317 $1.08M 0.59% -1,602 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 18,243 $1.07M 0.47% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 18,162 $1.07M 0.27% -2,865 13F-HR Timeline Birchview Capital, LP More: the full row for Birchview Capital, LP 18,040 $1.06M 0.6% -6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,011 $1.06M 0.08% -140 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 17,993 $1.06M 0.42% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 17,930 $1.05M 0.02% -869 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 17,895 $1.05M 0.52% -1,552 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 18,155 $1.05M 0.02% -4,528 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,173 $1.05M 0.24% -27,785 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,784 $1.05M 0.15% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 17,709 $1.04M 0.01% -96,420 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,677 $1.04M 0.12% -112 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,624 $1.04M 0.02% -144 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 17,620 $1.04M 0.2% -592 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,550 $1.03M 0.1% -4,053 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 17,500 $1.03M 0.34% -17,500 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,667 $1.02M 0.03% +583 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,346 $1.02M 0.06% +3,519 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 17,125 $1.01M 0.43% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 17,100 $1.01M 0.17% +6,300 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 18,385 $1M 0.69% -682 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,092 $1M 0.38% +7,895 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 17,088 $1M 0.76% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 17,020 $1M 0.04% -58,600 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,988 $999K 0.05% +3,440 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 16,948 $996K 0.09% +2,659 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 16,883 $992K 0.5% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,864 $991K 0.1% -482 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 16,792 $987K <0.01% -1,216,136 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 16,786 $987K -21,987 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,763 $985K 0.03% +3,675 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 16,752 $985K 0.11% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 16,748 $984K 0.09% +6,968 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 16,723 $983K 0.45% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,701 $982K 0.42% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16,645 $978K 0.22% +16,578 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 16,620 $977K <0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,620 $977K 0.06% +1,187 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,598 $976K 0.02% +2,215 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 16,592 $975K 0.03% +9,936 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,137 $972K 0.15% +35 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 16,537 $972K 0.07% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16,467 $968K 0.33% +43 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,325 $960K 0.06% -12 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,308 $959K 0.01% +884 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 16,298 $958K 0.1% -2,398 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 16,067 $944K 0.32% +447 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,979 $939K 0.02% -1,352 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 15,906 $935K 0.19% +443 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 15,891 $934K 0.41% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 15,868 $933K 0.01% -1,437 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,848 $932K 0.09% +9,753 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 15,822 $930K 0.73% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,746 $926K 0.2% +48 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,909 $924K 0.06% +936 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 15,683 $922K 0.28% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,678 $922K 0.02% +261 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,673 $921K 0.13% new 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 15,551 $914K 0.02% +783 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 15,530 $913K 0.21% +255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,502 $911K 0.07% +258 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 15,426 $907K 0.2% -64 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,353 $905K 0.03% +3,987 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,339 $902K 0.02% -96 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 15,231 $895K <0.01% -18,799 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,160 $891K 0.03% +10 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 15,068 $886K 0.1% 0 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 15,020 $883K 0.28% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 15,000 $882K 0.16% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 14,969 $880K 0.18% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,886 $875K 0.12% +78 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,875 $874K 0.01% -2,152 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,704 $864K 0.21% -5,423 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,688 $863K 0.04% -297 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,666 $862K 0.05% +667 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 14,581 $857K 0.45% -300 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 14,476 $851K 0.3% +5,024 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,457 $850K 0.06% -40 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 14,448 $849K 0.58% +57 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 14,426 $848K 0.32% -371 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 14,426 $848K <0.01% new 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 14,403 $847K 0.02% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 14,387 $846K 0.26% +611 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,378 $845K 0.11% new 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 14,319 $842K 0.01% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 14,275 $839K 0.8% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,274 $839K 0.06% +2,355 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 14,222 $836K 0.2% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 14,219 $836K 0.08% 13F-HR Timeline Group AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 14,203 $835K 0.05% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,189 $834K 0.06% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,135 $831K 0.04% -3,745 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 14,135 $831K 0.02% -14,515 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,092 $828K 0.02% +7,364 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,035 $825K 0.15% +480 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,020 $824K 0.02% +3,059 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,059 $823K 0.03% +2,439 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,097 $820K 0.07% +1,341 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 13,929 $819K 0.08% -421 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,916 $818K 0.13% +3,773 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,721 $807K 0.02% +2,122 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 13,701 $805K 0.43% -3,700 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,609 $800K 0.12% -178 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 13,580 $798K 0.19% +5,765 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,538 $796K 0.09% +416 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 13,519 $795K 0.04% +268 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,516 $794K 0.18% +586 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 13,481 $792K 0.49% 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 13,485 $792K 0.51% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,350 $785K 0.06% -4,828 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 13,247 $779K 0.14% +1,021 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 13,242 $778K 0.64% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,951 $761K 0.06% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,895 $758K 0.05% +1,232 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 12,666 $744K 0.08% +415 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,622 $742K 0.01% +9,653 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,607 $741K 0.04% +7,664 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 12,576 $739K 0.3% -570 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,500 $735K 0.17% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,457 $732K 0.09% -20,494 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 12,403 $729K 0.05% -4,687 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 12,335 $725K 0.06% -65 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,323 $724K 0.05% +3,881 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,736 $724K 0.01% +1,100 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,112 $723K 0.2% +67 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,305 $723K 0.15% +1,403 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12,215 $718K 0.03% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,213 $718K 0.01% +2,948 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,204 $717K 0.06% +500 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 12,188 $716K 0.36% -96 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,186 $716K 0.29% -583 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,156 $715K 0.3% -240 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 12,089 $711K 0.25% -280 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 12,073 $710K 1.66% +28 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,068 $709K 0.01% +1,932 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,036 $707K 0.04% +395 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 12,016 $706K 0.39% +13 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,931 $701K 0.02% -545 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 11,925 $701K 0.03% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 18,318 $694K 0.41% +18 13F-HR Timeline Per Stirling Capital Management, LLC. 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