REX Advisers, LLC More: the full row for REX Advisers, LLC 14,000 $1.95M 5.25% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,960 $1.95M 0.18% +1,714 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 13,953 $1.95M 1.61% -858 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 13,946 $1.95M 0.08% -5,314 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,902 $1.94M 0.49% +416 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 13,900 $1.94M 0.15% -8,176 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,892 $1.94M 1.38% +16 13F-HR/A Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,882 $1.94M 1.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,159 $1.94M 0.35% +397 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,859 $1.94M 0.16% +403 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,836 $1.93M 0.1% -1,391 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,785 $1.92M 0.65% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,751 $1.92M 0.12% -440 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,742 $1.92M 0.05% +914 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 13,732 $1.92M 1.2% -650 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,709 $1.91M 0.08% +2,980 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 13,695 $1.91M 0.85% +8,795 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 13,685 $1.91M 1.11% -1,871 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,655 $1.91M 0.12% -126 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 13,633 $1.9M 0.2% +3,688 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,624 $1.9M 0.17% +892 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,621 $1.9M 0.14% +3,050 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 13,589 $1.9M 0.11% -544 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,533 $1.89M 0.13% +7,547 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 13,489 $1.88M 0.1% new 13F-HR Timeline TOBAM More: the full row for TOBAM 13,483 $1.88M 0.46% +6,756 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Bank More: the full row for Bell Bank 13,470 $1.88M 0.07% +96 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 13,458 $1.88M 0.09% -670 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,457 $1.88M 0.51% +60 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 13,451 $1.88M 0.31% +500 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 13,449 $1.88M 0.19% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,411 $1.87M 0.33% -2,969 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,408 $1.87M 0.12% +694 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 13,395 $1.87M 0.23% +759 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 13,381 $1.87M 1.18% +16 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $1.86M 0.01% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 13,330 $1.86M 0.28% -1,149 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,327 $1.86M 0.11% +1,978 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 13,315 $1.86M 0.84% -2,465 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 13,300 $1.86M 0.4% +10,298 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,298 $1.86M 0.45% -262 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,283 $1.85M 0.05% +127 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 13,279 $1.85M 0.99% +319 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,258 $1.85M 0.14% -1,785 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 13,246 $1.85M 1.63% -108,381 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 13,202 $1.84M 0.42% +4,437 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,201 $1.84M 0.19% +7 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,183 $1.84M 0.85% +85 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,177 $1.84M 0.3% +250 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 13,170 $1.84M 0.95% -2,763 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,158 $1.84M 0.35% -917 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,116 $1.83M 0.11% +4,253 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,106 $1.83M +5,735 Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 13,091 $1.83M 0.07% -2,837 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,061 $1.82M 0.71% -400 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 13,031 $1.82M 0.21% -278 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 13,000 $1.82M 0.04% -95,000 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 13,000 $1.82M 0.44% -3,200 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,996 $1.81M 0.09% +1,843 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 19,929 $1.81M 0.1% +1,788 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 12,950 $1.81M 0.8% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 12,946 $1.81M 0.12% -11,670 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,892 $1.8M 0.55% +2,004 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,869 $1.8M 1.02% +520 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 13,113 $1.8M 0.04% -1,608 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,838 $1.79M 0.08% -26,564 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,761 $1.78M 0.03% +752 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12,724 $1.78M 0.11% +1,117 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 12,721 $1.78M 0.25% +3,431 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 12,718 $1.78M 0.54% -2,186 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,717 $1.77M 0.39% -37 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 12,690 $1.77M 0.54% -250 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,669 $1.77M 0.31% +1,422 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 12,637 $1.76M 0.45% -1,676 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 12,627 $1.76M 0.45% -10,573 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,580 $1.76M 0.03% +17 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,541 $1.75M 0.15% +608 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,537 $1.75M 0.4% +1,246 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 12,498 $1.75M 0.32% +1,513 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 12,500 $1.75M 0.35% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 14,077 $1.74M 1.03% +668 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,438 $1.74M 0.32% +629 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 12,434 $1.74M 0.07% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 12,426 $1.74M 0.37% -1,990 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,431 $1.74M 0.41% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,415 $1.73M 0.64% +325 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 12,391 $1.73M 0.6% -3,486 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,383 $1.73M 0.09% -4,407 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 12,364 $1.73M 0.37% -1,560 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,360 $1.73M 0.71% -313 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 12,345 $1.72M 0.61% -2,067 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 12,345 $1.72M 0.44% -2,161 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,299 $1.72M 0.19% +433 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 12,293 $1.72M 0.03% -1,787 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 12,251 $1.71M 0.58% -13,293 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,214 $1.71M 0.46% -660 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 12,202 $1.7M 0.12% -66 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,200 $1.7M 0.35% -1,250 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 12,138 $1.69M 0.61% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,100 $1.69M 0.08% +2,562 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 12,066 $1.68M 0.37% -1,707 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,037 $1.68M 0.07% +547 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,007 $1.68M 0.09% +685 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 11,943 $1.67M 0.17% +1,836 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,936 $1.67M 0.25% +29 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,884 $1.66M 0.31% +547 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 11,809 $1.65M 1.33% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,789 $1.65M 0.27% +4,652 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 11,781 $1.64M 0.41% +1,641 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,780 $1.64M 0.28% +155 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,770 $1.64M 0.46% +74 13F-HR Timeline S&CO INC More: the full row for S&CO INC 11,734 $1.64M 0.09% 0 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 11,731 $1.64M 1.42% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,721 $1.64M 0.6% -599 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,676 $1.63M <0.01% +5,089 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 11,650 $1.63M 0.21% -60 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,634 $1.62M 1.38% -1,350 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 11,616 $1.62M 0.87% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,589 $1.62M 0.45% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,580 $1.62M 0.42% +20 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,562 $1.61M 0.84% -182 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 11,449 $1.6M 0.21% +477 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,438 $1.6M 0.11% +416 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,401 $1.59M 0.66% -2,930 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,396 $1.59M 0.21% +2,664 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 11,393 $1.59M 0.19% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 11,391 $1.59M 1.41% -196 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 11,379 $1.59M 0.29% +332 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 17,598 $1.59M 0.32% +680 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 11,367 $1.59M <0.01% new 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,363 $1.59M 0.66% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,361 $1.59M 1.11% -533 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,353 $1.59M 0.01% -2,199 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 11,997 $1.58M 1.31% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 11,307 $1.58M 0.53% +77 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,288 $1.58M 0.01% -302 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,284 $1.58M 0.05% -3,232 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 11,239 $1.57M 0.19% +4,232 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,236 $1.57M 0.06% +10,469 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,200 $1.56M 0.2% -5 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,161 $1.56M 0.2% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,153 $1.56M 0.13% -5,226 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 16,015 $1.56M 0.51% +2,882 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,131 $1.55M 0.31% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,121 $1.55M 0.24% -898 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,055 $1.54M 0.18% -367 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 11,043 $1.54M 0.13% -443 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 11,041 $1.54M 0.1% +2,566 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,027 $1.54M 0.13% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 11,023 $1.54M 1.17% -2,651 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,019 $1.54M 0.06% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,000 $1.54M 0.02% -1,945 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,953 $1.53M 0.33% -1,209 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 10,920 $1.52M 1.29% -19 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 10,920 $1.52M 1.29% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,886 $1.52M 0.08% +972 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,857 $1.52M 0.12% +304 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,849 $1.51M 0.16% +2,140 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 10,841 $1.51M 0.68% -6,115 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 10,839 $1.51M 0.07% -37,498 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,473 $1.51M 0.11% +1,640 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,791 $1.51M 0.31% -218 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,788 $1.51M 0.18% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,706 $1.49M 1.03% 0 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 10,698 $1.49M 1.09% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,683 $1.49M 1.21% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 10,615 $1.48M 0.45% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,586 $1.48M 0.29% +1,304 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 10,574 $1.48M 0.71% -9,643 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,553 $1.47M 0.18% -802 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 14,279 $1.47M 0.04% +5,562 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 10,494 $1.47M 0.5% +5,386 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 10,492 $1.47M 0.05% +1,253 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,455 $1.46M 0.06% -415 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 10,450 $1.46M 0.02% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 10,444 $1.46M 0.37% +3,369 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,443 $1.46M 0.55% -1,615 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,427 $1.46M 0.11% -32 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,376 $1.45M 1.02% +750 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,358 $1.45M 0.47% +4,307 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 10,357 $1.45M 0.07% -172,025 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,349 $1.45M 0.99% -28 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 10,345 $1.44M 0.96% -205 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,336 $1.44M 0.13% -3,074 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,327 $1.44M 0.27% +5,118 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 10,312 $1.44M 0.24% +4,000 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,267 $1.43M 0.59% +595 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,251 $1.43M 0.12% +1,868 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 12,948 $1.43M 0.89% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,202 $1.42M 0.07% +504 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 10,175 $1.42M 0.3% +77 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 10,170 $1.42M 0.85% +1,075 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 10,167 $1.42M 0.19% +625 13F-HR Timeline WEBSTER BANK, N. 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