Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,983 $4.23M 1.21% +145 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,964 $4.22M 0.07% -168 13F-HR/A Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,923 $4.19M 1.76% -12 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 5,874 $4.16M 1.01% +26 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,843 $4.14M 0.19% +91 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,840 $4.13M 2.21% -37 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,821 $4.12M 0.54% +25 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,849 $4.12M 0.13% -8,169 13F-HR Timeline Group Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 5,732 $4.1M 2.96% -447 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,774 $4.09M 0.43% +74 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,749 $4.07M 0.24% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,738 $4.06M 1.07% +174 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,704 $4.04M 0.12% +217 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,702 $4.04M 0.23% -208 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,700 $4.03M 0.41% +147 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,678 $4.02M 1.58% +1,804 13F-HR/A Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,677 $4.02M 0.16% +1,923 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,672 $4.01M 1.94% -16 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,660 $4.01M 0.19% -296 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,591 $3.96M 0.08% +418 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,208 $3.94M 0.76% -154 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 5,558 $3.93M 0.02% -7,486 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,547 $3.93M 0.18% +900 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,540 $3.92M 0.92% -5 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 5,475 $3.9M 2.55% -15 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,505 $3.9M 0.03% +514 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,489 $3.88M 2.52% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,488 $3.88M 0.21% +91 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,463 $3.87M 0.51% +2,391 13F-HR/A Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,462 $3.87M 0.93% +141 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,448 $3.86M 0.27% -95 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,441 $3.85M 0.33% -67 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,438 $3.85M 0.6% +81 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,425 $3.84M 0.89% -2,733 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,423 $3.84M 0.53% -128 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,407 $3.83M 0.2% +4 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,386 $3.81M 0.3% +74 13F-HR/A Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,356 $3.79M 0.65% +283 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,349 $3.79M 1.96% +103 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,341 $3.78M 0.29% -205 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,332 $3.77M 1.65% -740 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,312 $3.76M 0.98% +30 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,286 $3.74M 0.08% +155 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,284 $3.74M 0.02% +467 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,273 $3.73M 0.46% +258 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,264 $3.73M 2.94% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,258 $3.72M 0.02% +389 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 5,250 $3.72M 0.38% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,260 $3.67M 1.08% -4,727 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,158 $3.65M 0.42% -51 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,155 $3.65M 0.07% +264 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,152 $3.65M 0.13% -3,106 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,138 $3.64M 1.7% +67 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,134 $3.63M 0.66% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,129 $3.63M 0.25% -2,471 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,101 $3.61M 0.06% -67 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,095 $3.61M 0.2% -94 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,086 $3.6M -478 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,063 $3.58M 0.5% -66 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,140 $3.58M 0.15% +102 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,052 $3.58M 0.31% +411 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 5,047 $3.57M 0.43% +247 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,011 $3.55M 0.06% +576 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $3.54M 1% 0 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 4,999 $3.54M 2.76% +298 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,989 $3.53M 0.33% -74 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,928 $3.49M <0.01% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 4,910 $3.48M 0.3% +48 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,895 $3.46M 0.16% +164 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,865 $3.44M 0.06% -262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,818 $3.41M 0.82% +30 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,787 $3.39M 0.66% +37 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,739 $3.35M 0.14% +1,336 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,732 $3.35M 1.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,691 $3.32M 0.86% -70 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,691 $3.32M 0.87% +127 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,680 $3.31M 1.36% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,667 $3.3M 0.15% +459 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,650 $3.29M 0.46% -450 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,632 $3.28M 1.07% +6 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,628 $3.28M 0.95% +246 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,604 $3.26M 1.44% +125 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,593 $3.25M 0.08% -295 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,578 $3.24M 0.06% -36 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,576 $3.23M 0.23% -5,839 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 4,553 $3.22M 1.12% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,544 $3.22M 0.56% +42 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,536 $3.21M 0.12% +861 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,536 $3.21M 0.08% +30 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,530 $3.21M 0.09% +1,421 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,529 $3.21M 0.12% -294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asio Capital, LLC More: the full row for Asio Capital, LLC 4,521 $3.2M 0.53% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,517 $3.2M 0.77% +371 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,519 $3.19M 1.67% +300 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,504 $3.19M 0.22% -57 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,496 $3.18M 0.14% +474 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,470 $3.16M 0.04% +846 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,459 $3.16M 1.97% -4,889 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,458 $3.15M 0.11% +473 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,434 $3.14M 0.17% +67 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,418 $3.13M 1.08% +136 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,402 $3.12M 0.77% -2,500 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,386 $3.1M 0.03% +261 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,385 $3.1M 0.3% +849 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,368 $3.09M 1.06% +440 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,363 $3.09M 0.2% +175 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 4,338 $3.07M 0.04% +1,222 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,335 $3.07M 0.07% -243 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,328 $3.06M 0.06% -3,701 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,314 $3.05M 0.28% +203 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,306 $3.05M 1.14% -109 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,305 $3.05M 1.2% -206 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,301 $3.04M 0.33% +3,562 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,298 $3.04M 1.96% -423 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,293 $3.04M 0.21% +105 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,288 $3.03M 1.53% -13 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,289 $3.03M 2.16% -30 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,278 $3.03M 0.69% +100 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,264 $3.02M 1.33% +46 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,262 $3.02M 1.46% -148 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,254 $3.01M 0.48% +468 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,250 $3.01M 0.18% +192 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,249 $3.01M 0.05% +1,084 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,241 $3M 1.13% +95 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,227 $2.99M 0.05% -269 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,207 $2.98M 0.11% -1,515 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,175 $2.95M 0.19% -148 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,169 $2.95M 1.28% -377 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,160 $2.94M 0.38% +230 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,156 $2.94M 0.26% +213 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,144 $2.93M 1.94% -19 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,142 $2.93M 0.14% +3,584 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,125 $2.92M 1.05% +8 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 4,116 $2.91M 1.31% -79 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,108 $2.91M 0.08% +42 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,107 $2.91M 0.07% +2,269 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,100 $2.9M 0.25% +54 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,072 $2.88M 0.93% +36 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,054 $2.87M 1.11% +80 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,050 $2.87M 1.98% -10 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,044 $2.86M 0.04% -158 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,044 $2.86M 1.4% +103 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,036 $2.86M 0.37% +58 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,015 $2.84M 1.11% -405 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,014 $2.84M 0.26% -19 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,012 $2.84M 0.97% +58 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 4,011 $2.84M 1.31% +2,449 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,978 $2.82M 0.34% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,969 $2.81M 0.88% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,961 $2.8M 0.39% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,946 $2.79M 0.17% -100 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,932 $2.78M 0.67% +416 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,919 $2.77M 0.34% +176 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,906 $2.76M 0.08% -12 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,992 $2.76M 0.04% +2,878 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,900 $2.76M 0.09% +600 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,895 $2.76M 1.13% -190 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,893 $2.75M +48 Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,887 $2.75M 0.03% -57 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,857 $2.73M 0.39% -701 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,855 $2.73M 0.08% +436 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,853 $2.73M 1.78% -852 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,832 $2.71M 0.54% -11 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,824 $2.71M 0.37% -319 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,820 $2.7M 0.31% -553 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,809 $2.7M 0.07% -99 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,784 $2.68M 0.24% -380 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,771 $2.67M 0.63% -600 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,758 $2.66M 0.16% -19 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,751 $2.65M 1.99% -7 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,750 $2.65M 0.74% +3,109 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,743 $2.65M 0.83% +479 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,727 $2.64M 0.51% +107 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 3,719 $2.63M 1.95% +383 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,715 $2.63M 0.62% -150 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,692 $2.61M 1.11% -174 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,666 $2.59M 0.06% -1,050 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 3,650 $2.58M 0.6% -55 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,640 $2.58M 0.56% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,623 $2.56M 0.19% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,621 $2.56M 0.07% -495 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 3,675 $2.56M 0.23% +1,375 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,600 $2.55M 0.09% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,597 $2.55M 1.36% +17 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,587 $2.54M 0.46% -72 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,573 $2.53M 0.35% +132 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,567 $2.52M 0.06% +127 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,562 $2.52M 0.05% +2,147 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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