Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,751 $2.09M 0.17% +982 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,835 $2.08M 0.61% +691 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,818 $2.08M 1.25% +151 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,815 $2.08M 1.37% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,773 $2.06M 0.34% +6,337 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,759 $2.06M 0.27% +348 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,750 $2.06M 0.68% +487 13F-HR/A Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 6,710 $2.05M 0.12% -185 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,698 $2.04M 0.23% -361 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,675 $2.04M <0.01% -17,500 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 6,651 $2.03M 0.53% +708 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,645 $2.03M 0.32% +97 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,644 $2.03M 0.3% -247 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,636 $2.02M 0.33% -177 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 6,635 $2.02M 0.35% +450 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,598 $2.01M 0.27% -63 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,567 $2M 0.14% -196 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 6,560 $2M 1.28% -1,393 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,547 $2M 0.06% +151 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,540 $1.99M 0.43% +155 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,506 $1.98M 0.24% -704 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,503 $1.98M 0.96% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 6,500 $1.98M 0.43% -4,000 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,466 $1.97M 0.3% +447 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,467 $1.97M <0.01% +994 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,459 $1.97M 0.39% -548 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,456 $1.97M 0.41% -15 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,451 $1.97M 0.63% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,451 $1.97M 1.5% -135 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,436 $1.96M 0.09% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,436 $1.96M 0.77% +73 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,408 $1.95M 0.36% -30,664 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,408 $1.95M 0.31% +11 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 6,394 $1.95M 0.68% -16,753 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 6,365 $1.94M 0.57% +800 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,357 $1.94M 0.36% +181 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,320 $1.93M 1.04% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,669 $1.92M 1.63% +328 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,297 $1.92M 1.55% +634 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,284 $1.92M 0.06% +3,709 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,283 $1.92M 0.15% -8 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6,257 $1.91M 4.25% -684 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,245 $1.9M 0.03% +1,044 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,236 $1.9M 0.14% -106 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,235 $1.9M 1.27% -760 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,182 $1.88M 0.68% new 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 6,175 $1.88M 0.96% -7,450 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,082 $1.85M 0.35% +496 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,079 $1.85M 0.14% +16 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 6,070 $1.85M 0.08% +1,887 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,064 $1.85M 0.4% -138 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,029 $1.84M 0.4% +3,630 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,029 $1.84M 1.39% +553 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,025 $1.84M 0.46% -374 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 6,000 $1.83M 1.41% +1,200 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 6,000 $1.83M 0.32% +275 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,000 $1.83M 0.21% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 5,997 $1.83M 1.58% -16,440 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,985 $1.82M 0.76% -323 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,921 $1.8M 0.04% -31 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,918 $1.8M 0.29% +70 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,910 $1.8M 0.2% -216 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,894 $1.8M 0.24% +1,388 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,791 $1.79M 0.38% -130 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,868 $1.78M 0.83% -541 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,842 $1.78M 0.16% -5,617 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,830 $1.78M 0.01% -188 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,811 $1.77M 0.41% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,806 $1.77M 0.13% -250 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,669 $1.77M 0.05% +1,014 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,782 $1.76M 0.62% -50 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,759 $1.76M 1.4% +641 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,748 $1.75M 0.6% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,725 $1.75M 1.44% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,715 $1.74M 0.37% -899 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,675 $1.73M 0.48% -22,658 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,670 $1.73M 1.21% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,665 $1.73M 0.23% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,657 $1.72M 0.4% +30 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,648 $1.72M 0.81% -200 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,633 $1.72M 1.32% +1,833 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,628 $1.72M 0.32% -615 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 5,610 $1.71M 1.88% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,603 $1.71M 0.16% +487 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,600 $1.71M 0.16% +128 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,572 $1.7M 0.33% -109 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,571 $1.7M 0.48% +981 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,563 $1.7M 0.36% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,551 $1.69M 0.15% +96 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,478 $1.68M 1.27% -90 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,490 $1.67M 0.14% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,481 $1.67M 0.05% +262 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,480 $1.67M 1.25% +5 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,413 $1.67M 0.29% -430 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,448 $1.66M 0.07% +1,917 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,442 $1.66M <0.01% -4,403 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,429 $1.65M 0.07% +27 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,429 $1.65M 1.76% -4 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,369 $1.65M 0.27% -897 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,403 $1.65M 0.13% +1,638 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,400 $1.65M 0.79% +1,497 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,399 $1.65M 0.04% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,393 $1.64M 0.15% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,386 $1.64M 0.62% +128 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,378 $1.64M 0.03% +1,731 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,377 $1.64M 0.36% +24 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,279 $1.62M 0.63% -7,893 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,316 $1.62M 0.53% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,275 $1.61M 0.17% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,260 $1.6M 1.2% -2,303 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,256 $1.6M 0.03% +1,025 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,204 $1.59M 0.14% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,249 $1.58M 1.12% +366 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,180 $1.58M 0.14% -720 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,182 $1.58M 0.15% -1,017 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 5,203 $1.58M 0.6% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,171 $1.58M 0.3% -381 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,111 $1.56M 0.2% +739 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,105 $1.56M 0.25% +2,171 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,102 $1.56M 0.22% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,131 $1.55M 1.29% +125 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,091 $1.55M 0.04% -140 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,076 $1.55M 0.6% +502 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 5,059 $1.54M 0.44% -404 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,057 $1.54M 0.67% -8,740 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,049 $1.54M 0.21% +16 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,035 $1.53M <0.01% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,034 $1.53M 0.28% -43 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,028 $1.53M 1.39% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,018 $1.53M 0.4% +81 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 5,000 $1.52M 2.04% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,000 $1.52M 0.7% 0 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 5,000 $1.52M 0.14% 0 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,998 $1.52M 1% -1,816 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,979 $1.52M 0.11% -255 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,957 $1.51M 0.12% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,956 $1.51M 0.26% 0 13F-HR/A Timeline Group CAXTON CORP More: the full row for CAXTON CORP 4,952 $1.51M 15.32% +3,654 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,952 $1.51M 0.02% -8,334 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,942 $1.51M 0.04% +49 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,933 $1.5M 0.14% +20 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,932 $1.5M 0.04% +745 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,923 $1.5M 0.7% -52 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,919 $1.5M 0.27% +657 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,909 $1.5M 0.66% -61 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,908 $1.5M 0.11% -492 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,905 $1.5M 0.02% new 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 4,900 $1.49M 0.56% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,893 $1.49M 0.02% +1,201 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,883 $1.49M 0.11% +3,995 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,859 $1.48M 0.2% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,857 $1.48M 0.36% -452 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 4,850 $1.48M 0.36% +2,145 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,831 $1.47M 0.55% +16 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,827 $1.47M 1.31% +777 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,809 $1.47M 0.11% +465 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,800 $1.46M 1.02% 0 13F-HR Timeline Savior LLC More: the full row for Savior LLC 4,781 $1.46M 7.89% +387 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,772 $1.45M 0.97% -776 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,759 $1.45M 0.74% -800 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,758 $1.45M 0.27% -162 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,750 $1.45M 1.67% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,743 $1.45M 0.03% +451 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,741 $1.45M 0.17% -4 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,734 $1.44M 0.32% +3,015 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,716 $1.44M 0.2% -370 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,704 $1.43M 0.47% -10 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,703 $1.43M 0.33% 0 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,681 $1.43M 0.46% +6 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 4,679 $1.43M +585 Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,663 $1.42M 0.38% +866 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,638 $1.41M 0.78% +609 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,638 $1.41M 0.71% -530 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,636 $1.41M 0.05% +50 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,629 $1.41M 0.55% -181 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,628 $1.41M 0.67% -157 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,625 $1.41M 0.66% +529 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,621 $1.41M 0.25% -432 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,613 $1.41M 0.15% +180 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,608 $1.4M 0.53% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,603 $1.4M 1.28% -1,005 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,611 $1.4M 0.58% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,584 $1.4M 0.63% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,583 $1.4M 0.06% +2,033 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,579 $1.4M 0.89% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,547 $1.39M 0.26% +2,550 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,526 $1.38M 0.07% -422 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,455 $1.37M 0.24% +605 13F-HR/A Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,507 $1.37M <0.01% -622 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,500 $1.37M 0.84% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,498 $1.37M 0.17% +128 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,486 $1.37M 0.44% 13F-HR Timeline Valley Financial Group, Inc. 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