Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,567 $435K 0.02% +441 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,552 $432K 0.01% -62 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,541 $430K 0.44% +95 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,547 $430K 0.07% new 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,530 $428K 0.32% -1,327 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,524 $427K 0.11% -47 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,524 $427K 0.08% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,523 $427K 0.04% +147 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,520 $427K <0.01% -4,000 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 2,507 $425K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,500 $423K 0.29% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,496 $423K 0.03% +394 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,490 $422K 0.02% -845 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,490 $422K 0.16% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,488 $421K 0.04% +17 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,476 $419K 0.14% +208 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,464 $417K 0.01% +435 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,438 $413K 0.02% +235 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,427 $411K 0.05% -142 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,423 $410K 0.32% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,420 $410K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 2,418 $409K 0.18% +19 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,415 $409K 0.06% +1,575 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,409 $408K 0.05% -665 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,373 $402K 0.04% +78 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,370 $401K 0.04% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,346 $397K 0.32% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,338 $396K 0.02% +356 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,336 $396K -235 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,321 $393K 0.01% +94 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,367 $392K 0.05% +12 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,302 $390K 0.37% +1,202 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,297 $389K 0.35% +17 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,296 $389K 0.11% +419 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,292 $388K -417 Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,291 $388K 0.02% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,251 $381K 0.07% -200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,240 $379K 0.01% +107 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,243 $379K 0.01% -1,162 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,234 $378K 0.83% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,234 $378K 0.01% +412 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,226 $377K 0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,219 $376K 0.03% +118 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,213 $375K 0.08% new 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 2,205 $373K 0.12% -339 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,192 $371K 0.07% -100 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,181 $369K 0.05% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,167 $367K 0.04% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,167 $367K 0.01% -693 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,161 $365K 0.06% -35 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,148 $364K 0.04% +363 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,141 $363K 0.01% -1 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 2,133 $361K 0.2% -37 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,132 $361K 0.06% -107 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 2,119 $359K 0.21% +519 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,116 $358K 0.03% +384 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,114 $358K 0.06% +504 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,107 $357K 0.01% -39 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,105 $356K 0.01% +133 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,100 $356K 0.11% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,079 $352K 0.01% +64 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,072 $351K 0.17% +307 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,065 $350K 0.01% +140 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,053 $348K 0.33% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,053 $348K 0.08% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,051 $348K 0.13% +4 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,047 $347K 0.01% -11,419 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,039 $345K 0.02% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,038 $345K 0.01% +30 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,037 $345K 0.02% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,020 $342K 0.24% +215 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,019 $342K 0.11% +104 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,026 $342K 0.03% +788 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,001 $339K 0.28% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,000 $339K 0.05% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,000 $339K 0.07% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,989 $337K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,987 $337K <0.01% -311 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,983 $336K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,976 $335K 0.02% -396 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,972 $334K 0.01% +19 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,965 $333K 0.14% 0 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,954 $331K 0.02% -15 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,952 $331K 0.16% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,936 $328K 0.06% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,929 $327K 0.18% +6 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,916 $324K 0.07% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,909 $323K 0.02% +37 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,897 $321K 0.02% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,895 $321K 0.01% -347 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,889 $320K <0.01% -414 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,887 $320K 0.24% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,884 $319K 0.01% +656 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,883 $319K 0.01% -182 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,876 $318K 0.02% -25 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,875 $318K 0.15% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,869 $317K 0.02% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,037 $316K 0.11% -76 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,864 $316K 0.12% +1 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,850 $313K 0.23% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,849 $313K 0.3% -161 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,848 $313K 0.03% -200 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,846 $313K 0.28% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,840 $312K 0.01% -828 13F-HR Timeline Group BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,833 $310K 0.31% +763 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,929 $310K 0.03% -24,811 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,828 $310K 0.01% -161 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,823 $309K 0.03% +5 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,821 $308K 0.02% -180 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,814 $307K 0.13% +8 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,800 $305K 0 Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,799 $305K 0.08% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,787 $301K 0.03% -102 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,769 $300K 0.03% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,767 $299K 0.06% -97 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,760 $298K 0.05% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,758 $298K 0.27% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,755 $297K 0.01% -429 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,751 $297K 0.1% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,749 $296K 0.04% -23,946 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,749 $296K 0.02% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,745 $295K 0.04% +496 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 1,744 $295K 0.18% +179 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,732 $293K 0.1% -40 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,730 $293K 0.06% +3 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,730 $293K 0.01% -12 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,723 $292K 0.05% +196 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,900 $292K 0.03% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,718 $291K 0.03% +462 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 1,716 $291K 0.07% +30 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,709 $289K 0.01% -297 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,707 $289K 0.02% -200 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,703 $288K 0.03% +298 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,701 $288K 1.36% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,700 $288K 0.01% -850 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,695 $287K 0.05% -627 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,690 $286K 0.14% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,806 $286K 0.05% +309 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,686 $286K 0.02% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,800 $285K 0.08% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,668 $282K 0.01% +113 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,663 $282K 0.02% -168 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,660 $281K 0.01% +160 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,656 $280K 0.18% new 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 1,650 $279K 0.05% 0 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,642 $278K 0.1% -625 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,635 $277K 0.1% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,630 $276K 0.01% +20 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,628 $276K 0.01% +20 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,626 $275K 0.46% -120 13F-HR/A Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,617 $274K 0.1% -504 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,614 $273K 0.1% +12 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,600 $271K 0.06% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,594 $270K 0.07% -100 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,587 $269K 0.26% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,585 $268K 0.02% -128 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,580 $268K 0.27% 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,575 $267K 0.11% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,569 $266K 0.01% -373 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,558 $264K 0.05% +4 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,553 $263K 0.02% -9,033 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,550 $262K 0.02% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,544 $261K 0.16% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,537 $260K 0.24% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,533 $260K 0.08% +1 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,530 $259K 0.14% +366 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,513 $256K 0.02% -5,052 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,513 $256K <0.01% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,509 $256K 0.13% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,508 $255K 0.08% +8 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,508 $255K <0.01% -4,346 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 1,501 $254K 0.03% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,500 $254K 0.02% -115 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,500 $254K 0.03% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,499 $254K 0.07% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,498 $254K 0.05% +135 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,500 $253K 0.09% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,487 $252K 0.02% -4,323 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,632 $251K 0.01% -170 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,481 $251K 0.04% -27 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,480 $251K <0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,304 $250K 0.08% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,476 $250K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,475 $250K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,469 $249K 0.05% -2,442 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,459 $247K 0.09% -1,807 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,458 $247K <0.01% +14 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,458 $247K 0.01% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,453 $246K 0.2% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,450 $246K 0.26% -33 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,443 $244K 0.08% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,440 $244K 0.01% -113 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,440 $244K 0.07% +30 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,436 $243K 0.13% +207 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,430 $242K -400 Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,426 $241K 0.03% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,411 $239K 0.06% +100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,406 $238K <0.01% +39 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,405 $238K 0.05% -72 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,405 $238K 0.18% new 13F-HR Timeline Group