Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 355 $249K 0.04% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 394 $248K 0.13% +50 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 393 $248K 0.01% +7 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 393 $247K 0.16% +35 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 392 $247K 0.11% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 390 $246K 0.05% +3 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 390 $246K 0.03% -214 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 390 $246K 0.02% -108 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 390 $246K 0.16% -85 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 388 $245K 0.08% -4 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 387 $244K 0.02% -22 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 387 $244K 0.04% +30 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 384 $243K 0.02% -3 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 386 $243K 0.05% -114 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 386 $243K 0.13% +31 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 384 $242K <0.01% -553 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 382 $241K 0.13% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 381 $240K 0.02% -10 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 380 $239K 0.03% +105 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 380 $239K 0.12% -4 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 378 $238K 0.09% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 377 $238K 0.01% +7 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 375 $236K 0.01% +78 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 373 $235K 0.06% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 369 $233K 0.05% +35 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 366 $231K 0.01% -79 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 366 $231K 0.13% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 364 $230K 0.05% -52 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 364 $229K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 364 $229K 0.05% +44 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 364 $229K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 364 $229K 0.08% -79 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 362 $228K <0.01% +7 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 362 $228K 0.03% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 359 $226K 0.02% -35 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 359 $226K 0.02% -25 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 359 $226K 0.02% -24 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 358 $226K 0.21% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 356 $224K <0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 355 $224K 0.21% +3 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 355 $223K 0.03% +1 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 353 $223K 0.05% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 352 $222K 0.09% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 352 $222K 0.04% +20 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 351 $221K 0.06% -1,412 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 349 $220K 0.02% -134 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 348 $219K 0.08% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 346 $218K 0.04% -1,601 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 344 $217K 0.01% +3 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 344 $217K 0.04% -18 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 343 $216K 0.09% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 341 $215K 0.01% +22 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 340 $214K 0.15% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 312 $213K 0.21% -9 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 339 $213K 0.02% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 337 $212K 0.13% +1 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 334 $210K 0.15% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 332 $209K 0.02% -4 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 332 $209K 0.02% -58 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 329 $207K 0.06% +1 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 327 $206K 0.04% 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 325 $205K 0.16% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 325 $205K 0.29% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 324 $204K 0.01% -486 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 323 $203K <0.01% -392 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 322 $203K 0.18% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 322 $203K 0.08% -9 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 322 $203K 0.09% +9 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 321 $202K 0.08% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 321 $202K 0.02% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 319 $201K 0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 308 $194K 0.04% -21 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 301 $190K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 299 $188K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 297 $187K 0.07% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $183K 0.17% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 286 $180K 0.11% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 286 $180K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 286 $180K 0.08% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 282 $178K 0.02% -23 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 277 $174K 0.01% +1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 272 $171K 0.08% -46 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 261 $164K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 260 $164K 0.03% -12 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 253 $160K 0.11% +14 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 249 $157K 0.09% -189 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 246 $155K <0.01% +15 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 243 $153K 0.11% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 235 $148K 0.02% -74 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 220 $142K <0.01% 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $139K 0.05% -5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 219 $138K 0.04% -8 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 214 $136K 0.02% +107 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 211 $133K 0.09% +1 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 210 $132K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 208 $131K 0.1% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 206 $129K 0.03% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 203 $128K 0.01% +8 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 202 $127K 0.01% -9 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $126K 0.03% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $126K 0.07% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 200 $126K 0.05% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 200 $126K 0.11% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 198 $125K +12 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 196 $124K 0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 193 $122K 0.02% -125 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 193 $122K 0.03% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 190 $120K <0.01% 0 13F-HR Timeline Group WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 188 $119K 0.07% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 184 $116K 0.01% -934 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 181 $114K 0.11% 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $105K 0.06% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 163 $103K 0.13% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 155 $98K 0.01% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 152 $95.8K 0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 152 $95.8K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 149 $93.9K 0.07% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 141 $88.8K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 140 $88.2K 0.01% +15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 139 $87.6K 0.01% +1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 139 $87.6K 0.17% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 138 $87K 0.02% +76 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 137 $86K 0.01% -15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 134 $84.4K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 130 $81.9K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 127 $80K 0.03% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 125 $79K 0.02% -85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 125 $78.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 125 $78.8K 0.01% -140 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 123 $77.9K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 123 $77.5K 0.07% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 114 $72K <0.01% -3 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 111 $69.9K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 106 $66.8K 0.03% +40 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 101 $63.6K <0.01% -5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $63K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 96 $60.5K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $60.5K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 95 $60.5K 0.03% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 90 $56.7K <0.01% +60 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $54.8K 0.01% -257 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $54.8K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 83 $52.3K <0.01% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 82 $51.7K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 76 $51.3K 0.04% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 81 $51K 0.02% +3 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 81 $51K <0.01% -31,039 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 79 $49.9K 0.02% -12 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 79 $49.8K 0.04% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 79 $49.6K 0.02% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 77 $49K 0.03% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 69 $48.5K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 75 $47.3K 0.02% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 74 $46.6K 0.02% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 73 $46K 0.02% -1,108 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 72 $45.4K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 10,713 $43K <0.01% +1,628 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 68 $42.8K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 67 $42.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 67 $42.2K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 66 $41.6K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $41.6K 0.01% +1 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 65 $41.2K 0.01% +40 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 65 $41K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 65 $41K 0.02% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $41K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 65 $41K <0.01% -15 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 64 $40.3K 0.01% -31 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 61 $38.4K 0.04% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 60 $37.8K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 58 $36.6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 58 $36.5K 0.01% -1,010 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 56 $35.3K 0.01% 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 55 $34.6K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 53 $33.4K <0.01% +37 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 52 $32.8K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 51 $32.1K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 51 $32.1K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 50 $31.5K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 49 $30.9K 0.01% +7 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 49 $30.9K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 48 $30.2K <0.01% +36 13F-HR/A Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 48 $30.2K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 40 $29.9K 0.02% +2 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $29.9K 0.02% +2 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 46 $29K 0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 44 $27.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 44 $27.7K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 41 $25.8K <0.01% +11 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 39 $25.1K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $23.3K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $23.3K 0.01% -8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $22.7K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 33 $20.8K <0.01% 0 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 33 $20.8K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 33 $20.8K <0.01% -10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $20.2K <0.01% -1 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 32 $20.2K 0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 31 $20.1K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 31 $19.5K 0.01% 13F-HR Timeline