IFG Advisors, LLC More: the full row for IFG Advisors, LLC 239,078 $14.8M 2.49% +43,660 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 238,335 $14.8M 6.28% +125 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 238,202 $14.8M 3.8% -12,392 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 237,252 $14.7M 4.29% +6,042 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 234,382 $14.5M 15.33% +12,916 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 234,310 $14.5M 6.41% -4,394 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 234,265 $14.5M 0.59% +8,045 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 233,436 $14.5M 5.05% -19,208 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 232,752 $14.4M 0.93% -3,068 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 229,926 $14.3M 2.62% +23,039 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 229,329 $14.2M 1.06% -4,540 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 229,291 $14.2M 1.99% +13,848 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 227,579 $14.1M 4.36% +7,149 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 227,122 $14.1M 3.82% -3,058 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 226,999 $14.1M 0.03% +3,589 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 224,585 $13.9M 5.25% +424 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 222,830 $13.8M 5.98% +114,002 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 222,819 $13.8M 1.33% -3,562 13F-HR Timeline SWS Partners More: the full row for SWS Partners 222,344 $13.8M 3.72% +18,495 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 221,937 $13.8M 5.93% +9,099 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 221,908 $13.8M 0.8% +3,502 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 221,335 $13.7M 0.62% -33,386 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 220,532 $13.7M 2.44% +11,836 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 218,562 $13.6M 0.41% +10,659 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 218,366 $13.5M 4.83% +1,483 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 217,314 $13.5M 11.53% +455 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 217,207 $13.5M 3.61% +18,614 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 216,285 $13.4M 3.96% +50,697 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 215,861 $13.4M 4.5% +43,193 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 214,680 $13.3M 1.74% -108,571 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 213,539 $13.2M 0.28% -2,646 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 213,335 $13.2M 0.07% -31,439 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 212,475 $13.2M 5.09% +4,752 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 211,823 $13.1M 0.78% -998 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 211,312 $13.1M 0.48% +3,163 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 211,136 $13.1M 1.2% +339 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 210,451 $13.1M 4.62% -15,257 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 210,234 $13M 1.2% -130,198 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 209,360 $13M 4.08% -1,296 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 209,359 $13M 0.55% +7,651 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 208,745 $12.9M 0.58% +28,900 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 208,174 $12.9M 4.73% +8,044 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 208,026 $12.9M 0.45% -5,860 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 206,369 $12.8M 0.18% +27,371 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 203,882 $12.6M 0.02% new 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 203,844 $12.6M 7.06% -11,606 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 202,746 $12.6M 0.63% -3,140 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 202,409 $12.6M 1.03% -73,247 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 200,746 $12.5M 0.15% +14,121 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 199,542 $12.4M 2.91% +980 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 198,364 $12.3M 3.08% +2,572 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 197,169 $12.2M 0.91% +7,426 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 196,944 $12.2M 0.11% -223,135 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 189,994 $12.2M 0.46% -8,617 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 196,221 $12.2M 0.26% +42,188 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 195,224 $12.1M 2.97% -8,188 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 194,804 $12.1M 9.45% +6,308 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 194,470 $12.1M 0.34% +31,790 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 194,216 $12M 2.15% +13,667 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 193,277 $12M 0.52% -4,241 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 187,874 $12M 8.31% +32,760 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 192,927 $12M 4.37% -37,770 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 191,122 $12M 2.35% -42,922 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 192,192 $11.9M 0.1% -19,230 13F-HR/A Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 191,661 $11.9M 3.8% +3,959 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 191,568 $11.9M 1.84% -6,253 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 190,832 $11.8M 3.67% +714 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 190,532 $11.8M 1.62% -1,715 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 190,126 $11.8M 2.57% +338 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 189,617 $11.8M 0.94% -179 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 188,793 $11.7M 0.07% -160,348 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 186,472 $11.6M 0.14% +52,469 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 185,222 $11.5M 0.38% +84,804 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 185,187 $11.5M 0.25% +6,827 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 184,526 $11.4M 0.3% -1,498 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 184,282 $11.4M 4.12% +5,047 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 182,846 $11.3M 0.23% +1,573 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 181,528 $11.3M 8.45% +12,470 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 181,223 $11.2M 5.12% -18,816 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 179,925 $11.2M 0.96% +1,472 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 179,914 $11.2M 1.51% -14,865 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 179,405 $11.1M 1.7% +7,690 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 178,141 $11M 5.31% -3,712 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 178,001 $11M +6,504 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 177,766 $11M 0.3% +177,764 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 177,487 $11M 0.33% +32,397 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 175,513 $11M 1% +20,912 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 175,680 $11M 0.17% +8,494 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 177,116 $11M 1.12% +10,484 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 177,010 $11M 4.36% +3,135 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 142,120 $11M 4.11% -5,875 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. 176,416 $10.9M 0.24% +15,029 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 175,391 $10.9M 0.3% -117 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 175,282 $10.9M 0.55% -21,728 13F-HR/A Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 174,571 $10.8M 8.18% -8,474 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 174,391 $10.8M 3.98% +11,138 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 173,875 $10.8M 1.34% +5,092 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 173,215 $10.7M 7.45% +13,360 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 173,093 $10.7M 6.95% +116,980 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 173,090 $10.7M 1.41% -1,209 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 172,288 $10.7M 6.74% +3,918 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 171,698 $10.6M 1% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 170,622 $10.6M 2.15% -4,769 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 169,978 $10.5M 0.06% -5,506 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 169,967 $10.5M 0.19% +7,842 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 169,759 $10.5M 3.47% -21,195 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 169,351 $10.5M 2.32% +22,963 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 169,050 $10.5M 2.49% +11,523 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 168,794 $10.5M 8.48% -4,004 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 168,312 $10.4M 6.85% +1,700 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 168,138 $10.4M 0.66% +2,327 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 163,783 $10.2M 1.06% -4,132 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 163,625 $10.1M 3.42% +500 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 163,405 $10.1M 0.85% +12,244 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 163,129 $10.1M 1.33% -79 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 160,675 $9.97M 7.58% +20,278 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 160,599 $9.96M 7.54% +49,305 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 159,233 $9.88M 1.92% +701 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 158,983 $9.86M 5.08% +11,262 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 158,814 $9.85M 0.15% -40 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 155,863 $9.82M 4.51% -2,875 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 158,120 $9.81M 3.12% +4,187 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 157,915 $9.79M 7.02% +16,660 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 157,452 $9.77M 0.28% +494 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 157,244 $9.75M 4.11% +23,277 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 156,946 $9.73M 3.48% +5,559 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 156,365 $9.7M 0.43% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 156,285 $9.69M 0.53% +7,215 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 155,566 $9.65M 5.67% -15,971 13F-HR Timeline CX Institutional More: the full row for CX Institutional 154,888 $9.61M 0.33% -13,074 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 154,581 $9.59M 1.15% -2,793 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 154,534 $9.58M 0.35% +6,935 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 154,272 $9.57M 0.05% -11,672 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 149,438 $9.44M 4.77% +4,475 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 151,673 $9.41M 1.34% +6,568 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 149,860 $9.37M 5.3% +36,596 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 150,229 $9.32M 1.62% +11,588 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 152,841 $9.29M 0.33% -45,929 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 149,780 $9.29M 0.11% new 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 149,680 $9.28M 0.11% +4,121 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 149,329 $9.26M 4.66% +7,576 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 148,566 $9.21M 0.54% +10,220 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 148,218 $9.19M 0.16% +11,878 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 147,916 $9.17M 0.12% -6,235 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 147,781 $9.17M 2.89% +141,577 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 147,747 $9.16M 1.07% -1,593 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 146,719 $9.1M 1.71% -27,186 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 146,334 $9.08M 3.44% +2,539 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 145,961 $9.05M 0.16% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 145,779 $9.04M 1.69% -6,014 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 144,933 $8.99M 5.27% +58,146 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 144,923 $8.99M 5.42% +3,901 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 144,227 $8.94M 0.07% -27,411 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 144,189 $8.94M 4.38% +9,391 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 139,825 $8.92M 0.24% -10,412 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 141,859 $8.86M 1.73% +1,072 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 142,641 $8.85M 3% +3,657 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 142,231 $8.82M 5.86% +5,481 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 141,835 $8.8M 1.38% +3,422 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 141,479 $8.77M 0.88% +2,412 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 141,026 $8.75M 0.84% +10,387 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 140,957 $8.74M 5.31% +5,295 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 140,004 $8.68M 0.12% -111,055 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 139,777 $8.67M 0.7% +2,998 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 139,586 $8.66M 5.86% -42,022 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 139,139 $8.63M 0.36% +27,201 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 133,925 $8.62M 0.22% +12,857 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 138,618 $8.6M 3.82% -27,219 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 133,414 $8.57M 6.92% -82,705 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 138,034 $8.56M 0.04% +123,034 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 137,387 $8.52M 2.09% -9,377 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 136,934 $8.49M 1.9% -324 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 135,927 $8.43M 0.04% +44,020 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 135,538 $8.41M 5.19% -10,437 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 135,504 $8.4M 3.74% -3,433 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 135,195 $8.38M 1.8% +45,552 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 135,081 $8.38M 1.95% +186 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 135,004 $8.37M 1.75% -1,275 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 134,838 $8.36M 1.11% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 134,142 $8.32M 0.65% +13,113 13F-HR/A Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 130,726 $8.29M 3.83% +5,503 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 133,639 $8.29M 1.65% +2,966 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 133,080 $8.25M 1.44% +64,369 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 132,963 $8.25M 1.46% +21,329 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 132,949 $8.25M 1.54% +1,919 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 132,942 $8.25M 0.16% -3,933 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 132,622 $8.23M 2.29% +1,200 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 132,237 $8.2M 2.73% -408 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 132,228 $8.2M 6.73% -707 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 132,000 $8.19M 0.05% -1,110 13F-HR Timeline Group RFP Financial Group LLC More: the full row for RFP Financial Group LLC 131,979 $8.19M 3.38% +922 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 131,875 $8.18M 1.71% -675 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 131,684 $8.17M 0.36% -274 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 131,563 $8.16M 3.06% -7,205 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 129,038 $8M 0.97% +152 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 128,875 $7.99M 1.37% -552 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 128,189 $7.95M 0.25% -6,245 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 127,928 $7.93M 3.13% +3,014 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 127,108 $7.88M 2.7% -1,739 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 126,903 $7.87M 0.07% -23,399 13F-HR Timeline