CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 255,627 $19.7M 0.58% +6,641 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 255,541 $19.7M 0.42% -3,278 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 254,072 $19.6M 9.8% +1,314 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 253,613 $19.6M 4.89% +5,046 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 251,497 $19.4M 0.83% -4,652 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 251,102 $19.4M 0.75% +116 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 250,718 $19.3M 1.96% +17,816 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 249,839 $19.3M 4.07% +1 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 249,859 $19.3M 0.1% +15,533 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 246,107 $19M 5.46% +22,089 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 246,040 $19M 6.85% +5,618 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 245,101 $18.9M 0.2% +6,305 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 243,117 $18.7M 4.87% -175 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 241,948 $18.7M 0.78% +4,806 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 240,944 $18.6M 4.45% -14,960 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 239,666 $18.5M 11.28% +6,561 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 244,055 $18.4M 10.97% -585 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 238,477 $18.4M 2.56% +8,197 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 238,326 $18.4M 6.04% +25,990 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 238,035 $18.4M 0.1% +44,583 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 237,772 $18.3M 0.42% +15,712 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 237,591 $18.3M 0.35% +764 13F-HR Timeline Group LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 235,309 $18.1M 0.1% +882 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 234,057 $18M 1% +6,493 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 233,438 $18M 0.03% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 233,171 $18M 3.69% +4,141 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 231,545 $17.9M 0.28% -9,977 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 229,530 $17.7M 3.78% +1,702 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 229,033 $17.7M 4.73% +25,161 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 228,661 $17.6M 1.02% -2,494 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 226,750 $17.5M 0.32% -497 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 225,375 $17.4M 0.27% +1,413 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 225,339 $17.4M 1.88% +24,430 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 225,239 $17.4M 5.12% +1,911 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 225,150 $17.4M 1.61% +9,731 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 224,816 $17.3M 8.19% +14,261 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 224,214 $17.3M 5.26% +724 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 223,112 $17.2M 3.81% -9,805 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 220,317 $17M 5.77% -3,911 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 218,457 $16.8M 1.24% -70,232 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 218,200 $16.8M 3.09% +14,064 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 218,106 $16.8M 3.75% +1,975 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 217,637 $16.8M 3.83% -30,749 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 217,473 $16.8M 1.73% -2,913 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 217,362 $16.8M 1.32% -1,781 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 217,116 $16.7M 0.64% +33,353 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 216,309 $16.7M 6.7% +7,709 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 216,078 $16.7M 2.21% +207,625 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 215,699 $16.6M 5.95% -13,544 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 215,419 $16.6M 0.26% -44,935 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 214,214 $16.5M 0.41% +11,918 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 212,974 $16.4M 8.09% +34,428 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 211,922 $16.3M 3.74% +5,440 13F-HR Timeline SWS Partners More: the full row for SWS Partners 211,840 $16.3M 3.53% -21,655 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 211,782 $16.3M 0.54% +11,467 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 210,120 $16.2M 2.38% -434 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 208,704 $16.1M 10.65% +866 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 208,348 $16.1M 9.3% +3,608 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 206,811 $15.9M 3.04% -244,067 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 206,811 $15.9M 3.04% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 206,803 $15.9M 0.49% -5,977 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 206,081 $15.9M 2.07% +1,931 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 205,971 $15.9M 0.82% -9,476 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 204,398 $15.8M 4.8% +3,887 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 203,801 $15.7M 1.22% +15,554 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 202,585 $15.6M 3.68% +3,676 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 230,999 $15.6M 2.69% -3,435 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 202,212 $15.6M 1.27% +45,271 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 200,779 $15.5M 0.75% -9,569 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 200,560 $15.5M 2.13% +1,837 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 199,457 $15.4M 4.47% -40,732 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 197,383 $15.2M 1.88% -2,878 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 197,321 $15.2M 0.24% +12,588 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 197,255 $15.2M 3.68% +3,282 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 196,578 $15.2M 3.41% +2,973 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 195,709 $15.1M +12,238 Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 194,744 $15M 1.91% +2,877 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 194,164 $15M 1.8% -10,525 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 193,849 $14.9M 1.71% +241 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 193,620 $14.9M 5.36% +16,300 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 193,305 $14.9M 1.31% +3,236 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 193,032 $14.9M 5.99% -2,930 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 192,363 $14.8M 2.32% +15,796 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 190,778 $14.7M 8.41% -11,316 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 190,748 $14.7M 0.08% +22,299 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 189,877 $14.6M 1.78% +9,735 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 189,764 $14.6M 6.36% +5,558 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 189,272 $14.6M 0.94% +55 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 189,098 $14.6M 7.2% -1,129 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 187,638 $14.5M 0.3% -38,198 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 187,027 $14.4M 0.41% -643 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 185,309 $14.3M 0.69% +167,259 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 184,377 $14.2M 0.65% +1,082 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 183,726 $14.2M 0.4% +4,618 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 183,031 $14.1M 1.14% +11,114 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 182,244 $14.1M 2% +12,622 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 181,819 $14M 3.92% -1,088 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 182,186 $14M 0.87% -855 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 180,370 $13.9M 0.3% +739 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 180,201 $13.9M 0.56% +610 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 179,652 $13.9M 1.89% +19,353 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 179,634 $13.9M 0.24% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 178,526 $13.8M 3.06% +3,106 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 178,520 $13.8M 0.66% +10,750 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 177,072 $13.7M 1.04% -17,352 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 176,978 $13.6M 6.26% +2,814 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 176,663 $13.6M 0.06% -11,023 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 176,569 $13.6M 4.44% -876 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 174,910 $13.5M 0.26% +65,913 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 174,521 $13.5M 3.93% +369 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 172,251 $13.3M 0.26% -11,327 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 172,241 $13.3M 3.81% -1,816 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 172,145 $13.3M 3.21% +5,926 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 171,071 $13.2M 11.5% -5,559 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 170,859 $13.2M 0.16% +9,425 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 170,519 $13.1M 2.75% +2,697 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 170,319 $13.1M 4.56% -11,900 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 169,439 $13.1M 0.45% -279 13F-HR Timeline CX Institutional More: the full row for CX Institutional 168,876 $13M 0.38% +1,735 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 168,260 $13M 5.82% -3,301 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 167,957 $13M 4.78% -24,562 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 167,203 $12.9M 0.28% +8,422 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 167,012 $12.9M 1.93% -5,813 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 165,868 $12.8M 6.69% +209 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 164,030 $12.6M 0.12% -11,731 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 163,831 $12.6M 8.54% +1,903 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 163,824 $12.6M 1.82% -4,350 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 162,859 $12.6M 1.9% -372 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 162,459 $12.5M 0.31% +14,658 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 161,401 $12.4M 5.96% -1,841 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 161,396 $12.4M 3.25% +1,132 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 161,161 $12.4M 2.09% +14,559 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 162,379 $12.4M 1.53% -415 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 159,915 $12.3M 4.87% +4,030 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 159,029 $12.3M 1.13% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 158,176 $12.2M 0.09% -13,051 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 157,434 $12.1M 6.72% -11,597 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 156,993 $12.1M 0.12% +10,847 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 155,667 $12M 0.39% -14,269 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 155,337 $12M 1.1% +385 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 154,223 $11.9M 4.62% +644 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 153,357 $11.8M 2.85% -58,341 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 152,477 $11.8M 3.35% -755 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 152,343 $11.7M 0.41% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 151,481 $11.7M 3.82% +854 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 150,851 $11.6M 0.81% -1,692 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 150,450 $11.6M 2.3% +1,834 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Certified Advisory Corp More: the full row for Certified Advisory Corp 150,154 $11.6M 0.93% -7,122 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 150,024 $11.6M 1.51% -1,609 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 149,340 $11.5M 0.16% +4,118 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 149,042 $11.5M 0.75% +58,945 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 148,731 $11.5M 3.15% +719 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 148,593 $11.5M -9,581 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148,503 $11.5M 1.37% -211 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 148,393 $11.4M 0.88% +4,568 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 144,466 $11.1M 0.17% -19,097 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 144,359 $11.1M 2.39% +19,604 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 143,068 $11M 3.51% +23,813 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 141,680 $11M 4.43% +28,846 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 142,761 $11M 1.17% +4,418 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 141,465 $10.9M 2.2% +63,846 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 141,435 $10.9M 2.02% +3,176 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 141,319 $10.9M 1.94% +2,289 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 140,793 $10.9M 0.26% -4,317 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 140,386 $10.8M 1.06% -1,887 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 140,207 $10.8M 0.01% -35,841 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 140,050 $10.8M 6.62% +1,654 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 139,849 $10.8M 1.66% -33,680 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 138,971 $10.7M 4.06% +448 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 138,603 $10.7M 0.53% +18,245 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 138,505 $10.7M 2.46% +2,432 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 137,771 $10.6M 5.22% +1,253 13F-HR Timeline United Bank More: the full row for United Bank 137,152 $10.6M 3.22% +51,485 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 137,108 $10.6M 2.07% +52,821 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 136,413 $10.5M 0.15% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 136,292 $10.5M 1.53% -14 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 136,284 $10.5M 5.78% +8,553 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 136,239 $10.5M 0.18% -10,371 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 136,003 $10.5M 4.88% -8,121 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 135,810 $10.5M 0.26% -163 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 135,629 $10.5M 0.04% -86,535 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 134,458 $10.4M 0.17% +2,050 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 134,403 $10.4M 3.91% -5,513 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 504,936 $10.3M 2.76% +46,762 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 133,542 $10.3M 0.29% +5,534 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 133,243 $10.3M 2.94% +5,902 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 133,020 $10.3M 5.21% +4,525 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 132,190 $10.2M 1.5% -100 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 131,933 $10.2M 5.23% +7,021 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 131,835 $10.2M 0.15% -8,847 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 131,469 $10.1M 0.13% +9,769 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 131,334 $10.1M 1.5% +5,068 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 130,566 $10.1M 1.03% +48,610 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 130,501 $10.1M 7.08% -5,045 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 130,043 $10M 0.25% -9,775 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 130,018 $10M 0.25% -5,101 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 129,188 $9.96M 0.59% +80,786 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 147,375 $9.95M 3.11% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 128,779 $9.93M 0.36% -1,098 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 128,457 $9.91M 0.02% +22,333 13F-HR Timeline