CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10,177 $1.94M 0.38% -20,562 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,146 $1.93M 0.47% -240 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 10,132 $1.93M 0.86% +210 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,116 $1.93M 0.82% -49 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,110 $1.93M 1.44% +275 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,110 $1.93M 0.5% +379 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 10,105 $1.92M 0.46% -50 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,099 $1.92M 1.03% +1,337 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 10,085 $1.92M 0.85% +25 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,071 $1.92M 0.06% +748 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 10,055 $1.91M 0.38% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,052 $1.91M 0.49% +135 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,050 $1.91M 0.18% -2,419 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,044 $1.91M 0.24% +5,298 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,040 $1.91M 0.29% +360 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,004 $1.91M 0.49% +106 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 10,000 $1.9M 0.19% -61,980 13F-HR Timeline Group Murchinson Ltd. More: the full row for Murchinson Ltd. 10,000 $1.9M 0.86% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,989 $1.9M 0.96% +288 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,986 $1.9M 0.5% +36 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 9,985 $1.9M 0.21% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,963 $1.9M 1.09% +784 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,930 $1.89M 0.04% +492 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,928 $1.89M 0.8% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 9,923 $1.89M 1.33% -169 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 9,907 $1.89M 2.12% 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,906 $1.89M 0.08% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,885 $1.88M 0.19% +1,539 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,882 $1.88M 0.76% +287 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 9,855 $1.88M 0.56% +479 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 9,835 $1.87M 0.03% -6,158 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 9,831 $1.87M 1.68% 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 9,815 $1.87M +2,516 Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 9,796 $1.87M 1.34% +9 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 9,768 $1.86M 0.6% -49 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 9,755 $1.86M 0.71% 0 13F-HR/A Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,750 $1.86M 1.02% +125 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,742 $1.86M 0.54% +2,088 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 9,734 $1.85M 1.84% 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,400 $1.85M 0.99% -468 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 9,724 $1.85M 0.43% -365 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 9,712 $1.85M 0.7% +3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,707 $1.85M 0.95% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,685 $1.84M 0.48% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,679 $1.84M 0.63% -371 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,675 $1.84M 0.42% +42 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,642 $1.84M 0.02% -55 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,632 $1.83M 0.57% +1,875 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 9,612 $1.83M 1.12% +3,900 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,608 $1.83M 0.19% +730 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,571 $1.82M 0.9% +6,934 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,566 $1.82M 0.27% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 9,561 $1.82M 0.58% -1,165 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,548 $1.82M 0.38% -159 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,538 $1.82M 0.12% +2,424 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,519 $1.81M 0.95% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,512 $1.81M 0.34% +2,620 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 9,502 $1.81M 0.38% -4,843 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 9,502 $1.81M 1.18% -518 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 9,500 $1.81M 0.25% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,492 $1.81M 1.19% -250 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 9,481 $1.81M 0.34% +480 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,479 $1.81M 1.05% -334 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,472 $1.8M 0.52% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 9,405 $1.79M 1.57% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,405 $1.79M 0.66% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,399 $1.79M 0.95% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 9,259 $1.79M 0.43% +164 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 9,368 $1.78M 0.57% +2 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,365 $1.78M 0.81% -300 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,361 $1.78M 0.48% -6 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 9,349 $1.78M 0.92% -498 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,344 $1.78M 1.19% -630 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 9,320 $1.77M 0.66% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 9,276 $1.77M 1.24% +2,929 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 9,300 $1.77M 1.4% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 9,299 $1.77M 0.33% -726 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 9,298 $1.77M 0.75% +153 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,292 $1.77M 0.32% +247 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 9,275 $1.77M 0.19% +3,061 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,278 $1.77M 0.56% +2 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,251 $1.76M 0.04% -2,165 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,251 $1.76M 0.08% +760 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,250 $1.76M 0.92% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,231 $1.76M 0.81% -1,434 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,227 $1.76M 0.34% -35 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 9,223 $1.76M 0.45% +1,106 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 9,189 $1.75M 1.31% +339 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 9,181 $1.75M 1.48% -25 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,174 $1.75M 1.59% -20 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,173 $1.75M 0.25% +491 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 9,172 $1.75M 0.49% +7,783 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 9,169 $1.75M 0.48% +248 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 9,157 $1.74M 0.18% -223 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 9,137 $1.74M 1.88% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 9,135 $1.74M 0.62% -59 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 9,135 $1.74M 1.22% 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,124 $1.74M 0.52% +233 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 9,118 $1.74M 0.97% +18 13F-HR Timeline Group Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,112 $1.74M 1.64% 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 9,088 $1.73M 0.15% -100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,407 $1.73M 0.79% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 9,070 $1.73M 0.2% +67 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,070 $1.73M 0.61% -1,799 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 9,055 $1.72M 0.1% +238 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,042 $1.72M 0.32% -255 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,037 $1.72M 0.71% +811 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,036 $1.72M 0.2% +315 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9,027 $1.72M 0.46% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,012 $1.72M 0.19% -212 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,001 $1.71M 0.06% +172 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 8,986 $1.71M 0.44% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8,980 $1.71M 0.22% +108 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,979 $1.71M 0.57% +20 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,932 $1.7M 0.21% 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,920 $1.7M 0.19% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,906 $1.7M 0.86% +383 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,893 $1.69M 0.25% +1,149 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,873 $1.69M 0.35% +1,601 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,869 $1.69M 0.28% +2,271 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,867 $1.69M 0.44% new 13F-HR/A Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 8,862 $1.69M 0.99% +524 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,854 $1.69M 0.24% +1,212 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,843 $1.68M 1.32% -7 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 8,839 $1.68M 1.54% 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,838 $1.68M 0.29% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,823 $1.68M 0.42% +64 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,819 $1.68M 0.26% -10 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 8,818 $1.68M 0.97% +149 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,818 $1.68M 1.09% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,817 $1.68M 0.58% +1,601 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,038 $1.68M 0.55% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 8,811 $1.68M 0.21% -7,860 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,808 $1.68M 0.88% +1,615 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 8,799 $1.68M 0.35% -154 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,799 $1.68M 0.49% +1,677 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,788 $1.67M 0.74% -283 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,787 $1.67M 0.37% -189 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,774 $1.67M 0.11% -814 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,772 $1.67M 0.52% -131 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 8,772 $1.67M 1.4% +86 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,769 $1.67M 0.36% +484 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 8,760 $1.67M 0.58% +8 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,760 $1.67M 1.65% 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,747 $1.67M 1.08% +223 13F-HR Timeline MOTCO More: the full row for MOTCO 8,740 $1.66M 0.17% -4,060 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,730 $1.66M 0.32% -419 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 8,601 $1.65M 0.29% -30 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,684 $1.65M 0.39% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,502 $1.65M 1.79% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,668 $1.65M 0.22% +44 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,643 $1.65M 0.44% +417 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,642 $1.65M 0.38% -91 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,632 $1.64M 0.1% -878 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,626 $1.64M 0.17% -2,090 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 8,624 $1.64M 0.95% +314 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,623 $1.64M 0.65% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,617 $1.64M 0.64% +29 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,094 $1.64M 0.16% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,610 $1.64M 0.13% +525 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,604 $1.64M 1.21% -2,175 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 8,602 $1.64M 0.4% -287 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,600 $1.64M 1.29% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,565 $1.63M 1.13% -88 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 8,545 $1.63M 0.29% +10 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,541 $1.63M 0.36% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,539 $1.63M 0.16% +524 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,513 $1.62M 0.41% -1,463 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,495 $1.62M 0.31% -57 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 8,487 $1.62M 1.37% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,485 $1.62M 0.49% -3 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,473 $1.61M 0.94% +100 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 8,473 $1.61M 0.95% +771 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,455 $1.61M 0.72% -10 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,454 $1.61M 0.38% +102 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,448 $1.61M 0.13% +410 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,445 $1.61M 0.81% +681 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 8,427 $1.6M 0.22% +382 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,420 $1.6M 0.22% 0 13F-HR Timeline American Trust More: the full row for American Trust 8,411 $1.6M 0.12% -292 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,410 $1.6M 1.28% -280 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 8,407 $1.6M 0.42% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 8,405 $1.6M 0.49% 0 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 8,396 $1.6M 0.27% +270 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 8,392 $1.6M 1.13% -109 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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