RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,018 $1.2M 0.02% +259 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,018 $1.2M 0.04% +126 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,016 $1.19M 0.08% -61 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,016 $1.19M 0.74% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,014 $1.19M 0.04% +16 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,007 $1.18M 0.96% +37 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,005 $1.18M 0.18% +9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,004 $1.18M 0.31% +44 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,002 $1.18M 0.38% +82 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 1,000 $1.17M 0.28% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,000 $1.17M 0.04% -135 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 1,000 $1.17M 0.85% 0 13F-HR Timeline Turas Capital Management LP More: the full row for Turas Capital Management LP 1,000 $1.17M 0.54% new 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 1,000 $1.17M 1.15% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 996 $1.17M 0.78% +1 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 995 $1.17M 0.26% +101 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 995 $1.17M 0.09% -1 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 994 $1.17M 0.03% -392 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 994 $1.17M 0.01% +1 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 993 $1.17M 0.47% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 993 $1.17M 0.1% +20 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 993 $1.17M 0.19% +24 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 993 $1.17M 0.97% 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 990 $1.16M 0.14% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 989 $1.16M 0.26% +81 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 985 $1.16M 0.18% -8 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,005 $1.16M 0.06% -23 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 981 $1.15M 0.2% +21 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 981 $1.15M 0.2% -902 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 980 $1.15M 0.43% -1 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 979 $1.15M 0.07% +10 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 979 $1.15M 0.57% +179 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 977 $1.15M 0.19% -170 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 976 $1.15M 0.24% -10 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 975 $1.15M 0.04% -113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 972 $1.14M 0.12% +171 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 971 $1.14M 0.13% -296 13F-HR/A Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 970 $1.14M 0.39% +15 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 970 $1.14M 0.62% -241 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 969 $1.14M 0.15% -38 13F-HR/A Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,003 $1.14M 0.45% -3 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 968 $1.14M 0.46% +64 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 967 $1.14M 0.05% +470 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 967 $1.14M 0.61% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 966 $1.13M 0.27% -5 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 964 $1.13M 0.07% -30 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 960 $1.13M 0.11% -98 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 960 $1.13M 0.05% 0 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 960 $1.13M 0.82% +236 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 959 $1.13M 0.16% +647 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 956 $1.12M 0.7% -31 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 955 $1.12M 0.39% +53 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 950 $1.12M 0.07% +26 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 60 $1.11M 0.12% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 948 $1.11M 0.2% +30 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 946 $1.11M 0.05% +38 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 945 $1.11M 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 945 $1.11M 0.32% +68 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 944 $1.11M 0.37% +20 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 944 $1.11M 0.61% +41 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 944 $1.11M 0.58% -159 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 944 $1.11M 0.04% +35 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 942 $1.11M 0.05% +81 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 941 $1.11M 0.06% -30 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 937 $1.1M 0.06% +75 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 933 $1.1M 0.58% +84 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 930 $1.09M 0.08% +12 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,251 $1.09M 0.04% +474 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 925 $1.09M 0.76% -629 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 924 $1.09M 0.09% +170 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 921 $1.08M 1.24% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 921 $1.08M 0.19% +14 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 920 $1.08M 0.13% -86 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 919 $1.08M 0.11% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 919 $1.08M 0.04% -14 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 916 $1.08M 0.1% +39 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 915 $1.08M 0.02% +80 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 916 $1.07M 0.21% +121 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 914 $1.07M 0.09% +56 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 914 $1.07M 0.08% -84 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 912 $1.07M 0.09% +154 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,020 $1.07M 0.06% +103 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 908 $1.07M 0.42% +396 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 907 $1.07M 0.11% -26 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 907 $1.07M 0.2% -89 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 907 $1.07M 0.45% +1 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 905 $1.06M 0.12% +95 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 903 $1.06M 0.02% -44 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 903 $1.06M 0.06% -107 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 901 $1.06M 0.06% 0 13F-HR/A Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 901 $1.06M 0.47% -30 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 901 $1.06M 0.47% -50 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 900 $1.06M 0.51% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 896 $1.05M 0.2% +100 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 896 $1.05M 0.24% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 891 $1.05M 0.1% +791 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 890 $1.05M 0.38% -40 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 886 $1.04M 0.07% -36 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 886 $1.04M 0.05% -278 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 886 $1.04M 0.27% -121 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 885 $1.04M 0.2% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 884 $1.04M 0.18% +386 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 884 $1.04M 0.27% +45 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 884 $1.04M 0.14% -68 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,294 $1.04M 0.18% +117 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 882 $1.04M 0.33% -1,691 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 882 $1.04M 0.13% -2 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 880 $1.03M 0.56% +41 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 879 $1.03M 0.1% -47 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 878 $1.03M 0.37% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 878 $1.03M 0.33% +260 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 877 $1.03M 0.03% -79 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 875 $1.03M 0.15% +707 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 874 $1.03M 0.1% +454 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 872 $1.02M 0.05% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 870 $1.02M 0.35% +20 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 868 $1.02M 0.46% +234 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 867 $1.02M 0.21% -34 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 868 $1.02M 0.28% +395 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 867 $1.02M 0.03% +302 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 865 $1.02M 0.02% -12 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 863 $1.01M 0.27% -35 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 864 $1.01M 0.07% -622 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 860 $1.01M 0.16% +112 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 859 $1.01M 0.27% +201 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 856 $1.01M 0.6% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 855 $1M 0.16% +11 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 853 $1M 0.33% -4 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 853 $1M 0.19% +39 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 853 $1M 0.64% -11 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 851 $1M 0.22% +101 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,007 $997K 0.32% +15 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 847 $995K 0.23% 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 846 $994K 0.57% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 846 $994K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 846 $994K 0.54% -469 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 845 $993K 0.25% -46 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 843 $990K 0.46% +108 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 842 $989K 0.18% +79 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 841 $988K 0.06% +78 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 841 $988K 0.3% +90 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 840 $987K 0.85% -270 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 840 $987K 0.05% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 838 $984K 0.02% +158 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 834 $980K 0.04% -4 13F-HR/A Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 833 $979K 0.11% +118 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 833 $979K 0.07% -42 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 829 $974K 0.45% -2,546 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 829 $974K <0.01% -20 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 827 $972K 0.09% 0 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 825 $970K 0.27% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 825 $969K 0.14% +37 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 825 $969K 0.39% -29 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 823 $967K 0.77% +379 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 821 $965K 0.06% +45 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 821 $965K 0.44% +20 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 820 $963K 0.09% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 895 $963K 0.46% -369 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 819 $962K 0.06% +93 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 817 $960K 0.09% +299 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 817 $960K 0.3% +40 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 816 $959K 0.04% +18 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 816 $959K 0.05% +59 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 814 $957K 0.43% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 814 $956K 0.19% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 813 $955K 0.29% +69 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 810 $952K <0.01% -1,483 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 809 $950K 0.09% -300 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 808 $950K 0.1% +134 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 807 $948K 0.16% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 807 $948K 0.14% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 807 $948K 0.12% -2 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 806 $947K 0.35% +6 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 805 $946K 0.07% +29 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 804 $945K 0.26% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 802 $942K 0.32% +15 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 802 $942K 0.04% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 799 $939K 0.44% +216 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 797 $936K 0.07% +28 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 796 $936K 0.22% +43 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 795 $934K 0.64% -131 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 794 $933K 0.53% +5 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 793 $932K 0.05% +1 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 791 $930K 0.01% +92 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 791 $929K 0.3% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 790 $928K 0.39% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 785 $922K 0.21% -81 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 784 $921K 0.02% +2 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 784 $921K 0.29% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 841 $918K 0.17% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 778 $914K 0.03% -23 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 778 $914K 0.14% -50 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 781 $914K 0.06% +79 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 777 $913K 0.09% -24 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 776 $912K 0.14% +34 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 776 $912K 0.15% +379 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 775 $911K 0.22% +538 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 774 $909K 0.45% +109 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 773 $909K 0.06% +409 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 772 $907K 0.51% -19 13F-HR Timeline