TRUST POINT INC. More: the full row for TRUST POINT INC. 8,915 $2.64M 0.21% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,883 $2.63M 0.64% +327 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,858 $2.62M 0.63% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,856 $2.62M 0.19% +370 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,850 $2.62M 0.16% +122 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 8,832 $2.62M 0.53% +1,010 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 8,822 $2.61M 0.58% +425 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 8,816 $2.61M 2.75% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,778 $2.6M 0.05% +92 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 8,766 $2.6M 0.35% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,762 $2.6M 0.14% -61 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,746 $2.59M 0.49% +170 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,735 $2.59M 0.15% +797 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,725 $2.58M 0.64% -197 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,700 $2.58M 0.83% -874 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,675 $2.57M 0.47% +2,165 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 8,673 $2.57M 1.16% +427 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 8,668 $2.57M 1.92% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,664 $2.57M 0.31% -2,046 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 10,592 $2.56M 2.08% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,625 $2.55M 0.21% +182 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,591 $2.54M 0.58% +2 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,579 $2.54M 1.27% -10 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,574 $2.54M 0.2% -104 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 8,250 $2.53M 1.13% -90 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 8,539 $2.53M 1.07% -119 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 8,519 $2.52M 0.73% +17 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,498 $2.52M 0.17% -4 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 8,473 $2.51M 0.42% +1,251 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,468 $2.51M 0.97% -60 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,468 $2.51M 0.09% +131 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,443 $2.5M 0.19% -965 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 8,440 $2.5M 1.02% -31 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,427 $2.5M 0.75% -126 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Karras Company, Inc. More: the full row for Karras Company, Inc. 8,425 $2.5M 2.43% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,420 $2.49M 1.06% -89 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 8,415 $2.49M 0.38% +255 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 8,387 $2.48M 0.09% 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,371 $2.48M 0.82% -53 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 8,366 $2.48M 0.77% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,363 $2.48M 0.86% -1,448 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,340 $2.47M 0.31% -30 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,295 $2.46M 0.2% -262 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,288 $2.45M 0.15% +600 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 8,886 $2.45M 0.03% -13,274 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,257 $2.45M 0.25% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,211 $2.43M 0.22% +407 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,208 $2.43M 0.24% -36 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,199 $2.43M 0.32% -1,685 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,195 $2.43M 2.18% +10 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,195 $2.43M 0.19% +3,477 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,159 $2.42M 1% -14 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,157 $2.42M 0.16% -410 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,140 $2.41M 0.56% -620 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,135 $2.41M 0.01% -2,939 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 8,142 $2.4M 1.28% -933 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,104 $2.4M 0.18% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,100 $2.4M 0.22% -123 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,099 $2.4M 0.12% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 7,937 $2.4M 0.19% -400 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,082 $2.39M 0.04% +2,141 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,081 $2.39M 0.05% 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,072 $2.39M 0.3% +253 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 8,070 $2.39M 1.46% -20 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,858 $2.39M 0.3% +297 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 8,055 $2.39M 0.87% +7,194 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,047 $2.38M 0.42% -1,049 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 8,046 $2.38M 2.12% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,004 $2.37M 0.42% -132 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,000 $2.37M 0.61% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,991 $2.37M 0.07% +350 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,972 $2.36M 0.94% +181 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 7,962 $2.36M 0.07% -868 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 7,948 $2.35M 0.66% +2,311 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,945 $2.35M 0.53% -152 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,929 $2.35M 0.86% -107 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,912 $2.34M 0.06% -191 13F-HR/A Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,729 $2.34M 0.09% +351 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,877 $2.33M 0.22% +692 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,874 $2.33M 0.26% -121 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,874 $2.33M 0.07% +34 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 7,866 $2.33M -252,792 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,857 $2.33M 0.17% -122 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,853 $2.33M 0.36% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 7,849 $2.32M 1.28% +361 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 7,830 $2.32M 1.71% +3 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,815 $2.31M 1.12% -165 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 7,811 $2.31M 0.11% -67 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,808 $2.31M 0.11% -390 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,804 $2.31M 0.11% +1,093 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,802 $2.3M 2.12% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,730 $2.29M 0.72% +223 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,722 $2.29M 0.08% +140 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,714 $2.29M 0.43% +41 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,714 $2.29M 0.12% +721 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 7,709 $2.28M 0.79% +3 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,677 $2.27M 1.51% -33 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,605 $2.25M 0.86% +148 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 7,604 $2.25M 1.38% -138 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,603 $2.25M 1.24% -60 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,601 $2.25M 0.03% -108 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,586 $2.25M 0.11% -1,833 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,579 $2.24M 0.51% -2,855 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 7,570 $2.24M 1.67% -88 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,522 $2.23M 0.03% +1,147 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,512 $2.23M 0.14% +28 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 7,510 $2.22M 1.61% 0 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 7,500 $2.22M 0.57% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 7,480 $2.22M 0.58% -255 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,466 $2.21M 0.19% -724 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,464 $2.21M 1.1% -161 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,463 $2.21M 1.03% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,435 $2.2M 0.61% -335 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,426 $2.2M 1.97% 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 7,417 $2.2M 0.56% -151 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,408 $2.19M 0.23% +61 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 7,397 $2.19M 0.26% -255 13F-HR/A Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,393 $2.19M 0.81% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,392 $2.19M 0.59% -8 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,360 $2.18M 2.06% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,359 $2.18M 0.4% +53 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,342 $2.17M 1.45% +219 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 7,341 $2.17M 0.21% -1,179 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,331 $2.17M 0.52% +138 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,329 $2.17M 0.21% +958 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,329 $2.17M 0.15% -552 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,321 $2.17M 0.16% +130 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 7,315 $2.17M 0.54% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 7,309 $2.16M 0.77% +633 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 7,306 $2.16M 3.02% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,289 $2.16M 0.15% -526 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,286 $2.16M 0.12% +176 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 7,279 $2.16M 0.25% -15 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,272 $2.15M 0.5% +610 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,271 $2.15M 0.09% +48 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,236 $2.14M 0.22% +487 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,229 $2.14M 0.51% -250 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,221 $2.14M 0.98% +190 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,208 $2.14M 0.13% +669 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,174 $2.13M 1.48% +56 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,156 $2.12M 0.07% +752 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 7,149 $2.12M 0.73% +156 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,138 $2.11M 0.29% +221 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,133 $2.11M 0.75% +75 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,124 $2.11M 1.46% +83 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,122 $2.11M 0.64% +162 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,114 $2.11M 0.26% +203 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 7,100 $2.1M 1.9% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 7,100 $2.1M 0.05% -105 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,087 $2.1M 0.47% -7,068 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,057 $2.09M 0.1% +844 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,053 $2.09M 0.54% +528 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,041 $2.09M 0.73% +6,573 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,037 $2.08M 0.81% +63 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 7,034 $2.08M +698 Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,025 $2.08M 0.11% +86 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,011 $2.08M 0.59% -304 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,000 $2.07M 3.04% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,000 $2.07M 0.18% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 6,998 $2.07M 0.71% 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 6,992 $2.07M 2.59% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,979 $2.07M 0.04% +371 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,979 $2.07M 0.08% +595 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 6,964 $2.06M 1.6% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,930 $2.05M 0.55% -91 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,927 $2.05M 1.15% -1,086 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,907 $2.05M 0.02% -67 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,898 $2.04M 0.44% -44 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,893 $2.04M 0.87% +52 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 6,891 $2.04M 0.53% -50 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 6,885 $2.04M 1.35% -339 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,878 $2.04M 0.54% -263 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,875 $2.04M 0.28% +269 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,861 $2.03M 0.46% +65 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,856 $2.03M 0.82% +53 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,854 $2.03M 0.26% +72 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,854 $2.03M 0.2% -324 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,841 $2.03M 0.04% -410 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,839 $2.03M 0.09% -71 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,830 $2.02M 0.18% +73 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,829 $2.02M 0.24% +19 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,825 $2.02M 0.22% +1 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,824 $2.02M 0.25% -30 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 7,921 $2.02M 0.93% -2,567 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,810 $2.02M 0.19% -533 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 6,809 $2.02M 0.23% +59 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,807 $2.02M 0.06% -474 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,800 $2.01M 0.64% -5 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,793 $2.01M 0.03% +35 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,785 $2.01M 0.35% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,771 $2.01M 1.07% -507 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,765 $2M 0.27% +21 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,753 $2M 0.86% -37 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,750 $2M 1.39% +2,959 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,736 $2M 0.09% +412 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,730 $1.99M 0.05% -196 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,713 $1.99M 0.59% -313 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,709 $1.99M 0.22% +405 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,709 $1.99M 0.57% +603 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,689 $1.98M 0.2% +214 13F-HR Timeline