Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,241 $1.74M 0.03% -2,126 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,137 $1.73M 0.01% -15,474 13F-HR/A Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 12,091 $1.72M 0.02% -2,023 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,009 $1.71M 0.07% -125 13F-HR/A Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 12,000 $1.71M 0.74% +104 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 11,979 $1.7M 1.02% -5,890 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,972 $1.7M 0.15% new 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,863 $1.7M 0.08% +85 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,838 $1.68M 0.17% -813 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,828 $1.68M 0.12% +817 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,800 $1.68M 0.1% +258 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,662 $1.66M 0.5% +9,030 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,610 $1.65M 0.11% -400 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 11,584 $1.65M 0.1% +68 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 11,577 $1.65M 0.32% -1,165 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,484 $1.63M 0.02% -407 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 11,475 $1.63M 0.19% -310 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 11,438 $1.63M 0.22% +1,159 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 11,396 $1.62M 0.05% +2,004 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,388 $1.62M 0.08% -155 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,368 $1.62M -124,082 Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,343 $1.61M 0.1% -237 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,333 $1.61M 0.02% +854 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,294 $1.61M 0.03% +296 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,271 $1.6M 0.04% -700 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,264 $1.6M 0.01% -242 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,259 $1.6M 0.2% +1 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,211 $1.59M 0.18% -100 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,086 $1.59M 0.02% -1,963 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,059 $1.59M 0.14% -40 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,149 $1.59M 0.81% -5,190 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,138 $1.58M 0.06% -44 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 11,106 $1.58M 0.03% -297 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 11,100 $1.58M 0.07% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,079 $1.58M 0.02% -188,575 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,053 $1.57M 0.06% -613 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 10,958 $1.56M 0.85% -29 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,860 $1.56M 0.05% +43 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,905 $1.55M 0.05% -310 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,897 $1.55M 0.1% +859 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,888 $1.55M 0.04% -219 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,887 $1.55M 0.03% +210 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 10,842 $1.54M 0.82% 0 13F-HR/A Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 10,792 $1.53M 0.1% -1,210 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 10,770 $1.53M 0.45% -25 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 10,765 $1.53M 0.43% -315 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,764 $1.53M 0.04% -74 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,733 $1.53M 0.07% +7,329 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,581 $1.52M 0.04% -1,414 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,657 $1.52M 0.23% +882 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,886 $1.51M +330 Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,599 $1.51M 0.04% -28,958 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 10,573 $1.5M 0.16% -769 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,448 $1.49M 0.06% +12 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,022 $1.48M 0.04% +89 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,366 $1.47M 0.08% -610 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,357 $1.47M 0.03% -869 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,346 $1.47M 0.01% +912 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,329 $1.47M 0.48% -412 13F-HR/A Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 10,300 $1.47M 0.44% -2,500 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,252 $1.46M 0.08% -2,022 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,084 $1.45M 0.06% -497 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,116 $1.44M 0.33% -159 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 10,091 $1.44M 0.18% +8,506 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,073 $1.43M 0.04% -1,450 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,060 $1.43M 0.4% +96 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 10,019 $1.42M 0.86% -43 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,968 $1.42M 0.02% +62 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 9,940 $1.41M 0.05% +359 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,849 $1.41M 0.01% -50,149 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 9,934 $1.41M 0.03% -9,843 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,919 $1.41M 0.06% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 9,911 $1.41M 0.37% +5 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,898 $1.41M 0.16% +53 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,850 $1.4M 0.05% -957 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,835 $1.4M 0.33% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,790 $1.39M 0.05% +6,886 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,757 $1.39M 0.02% -924 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 9,666 $1.37M 0.72% -152 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,661 $1.37M 0.39% +90 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 9,579 $1.36M 0.01% -125 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 9,483 $1.35M 0.01% -671 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,390 $1.35M 0.07% +322 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 9,469 $1.35M 0.04% -171 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,358 $1.33M 0.5% -2,595 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,345 $1.33M 0.02% +10 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 9,343 $1.33M 0.33% -80 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 9,332 $1.33M 0.18% +11 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,325 $1.33M 0.12% -569 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 9,316 $1.32M 0.49% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,284 $1.32M 0.03% -1,548 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,203 $1.31M 0.07% +137 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,524 $1.3M 0.26% -1,870 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,082 $1.29M 0.23% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,080 $1.29M 0.01% +1,416 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,059 $1.29M 0.1% +12 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,031 $1.28M 0.04% -464 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,941 $1.27M 0.04% -589 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,906 $1.27M <0.01% -341,970 13F-HR/A Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 8,870 $1.26M 0.13% -8,521 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,853 $1.26M 0.15% -232 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,838 $1.26M 0.56% +97 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,828 $1.26M 0.05% +716 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,819 $1.25M 0.12% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,808 $1.25M 0.08% -259 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,685 $1.24M 0.1% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 8,625 $1.23M 0.23% new 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 8,623 $1.23M 0.24% -234 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8,577 $1.22M 0.66% -129 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,567 $1.22M 0.02% +5,232 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,408 $1.2M <0.01% -27,672 13F-HR Timeline Group Quantessence Capital LLC More: the full row for Quantessence Capital LLC 8,400 $1.19M 0.3% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 8,327 $1.18M 0.48% +133 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,295 $1.18M 0.15% -701 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,286 $1.18M 0.22% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 8,251 $1.17M 0.61% -300 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,213 $1.17M 0.03% +133 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,207 $1.17M 0.12% +156 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,200 $1.17M 0.01% +820 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 8,200 $1.17M 0.68% -150 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,108 $1.15M 0.04% -10 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,099 $1.15M 0.05% -493 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 8,091 $1.15M 0.91% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 8,077 $1.15M 0.4% +600 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,056 $1.15M 0.11% -233 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,040 $1.14M 0.42% +25 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,034 $1.14M 0.02% +311 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,029 $1.14M 1.07% -75 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,981 $1.14M 0.22% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,434 $1.13M 0.04% +2,116 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,845 $1.12M 0.26% +36 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,837 $1.11M 0.23% -648 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,795 $1.11M <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,766 $1.1M 0.01% -106 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,678 $1.1M 0.02% -2 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 7,677 $1.09M 0.62% -112 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,674 $1.09M 0.06% -43 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,598 $1.09M 0.27% +290 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,659 $1.09M 0.05% -2,111 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,599 $1.08M 0.34% -24 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 7,594 $1.08M 0.64% +598 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,548 $1.07M 0.02% -429 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,647 $1.07M 0.05% -3,754 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,488 $1.06M 0.05% +3,375 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,487 $1.06M 0.16% +194 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,469 $1.06M 0.09% +7,462 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,408 $1.05M 0.02% -7,328 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 7,381 $1.05M 0.1% -511 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,368 $1.05M 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,343 $1.05M 0.02% -292 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,341 $1.04M 0.06% -429 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,315 $1.04M 0.05% -930 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,305 $1.04M 0.04% -41 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,298 $1.04M 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,261 $1.03M 0.06% -65 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,229 $1.03M 0.31% new 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 7,220 $1.03M 0.75% +259 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,190 $1.02M 0.01% -350 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,169 $1.02M 0.04% +8 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,150 $1.02M 0.12% -5,341 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 7,103 $1.01M 0.5% +1,335 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,073 $1.01M 0.09% -3,523 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 7,063 $1M 0.08% -100 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $1M 0.38% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,041 $1M 0.08% +966 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,029 $1000K 0.92% +109 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,012 $997K 0.55% +991 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 7,011 $997K 0.78% +1 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 7,000 $996K 0.04% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,990 $994K <0.01% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,990 $994K 0.09% -424 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,989 $994K 0.03% +703 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,965 $991K 0.41% -929 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,940 $987K 0.25% +56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,853 $975K 0.02% +1,036 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,845 $972K 0.15% -147 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,799 $967K 0.31% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,734 $962K 0.03% -295 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,738 $958K 0.13% -606 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,700 $953K 0.08% -62 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,693 $952K 0.08% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,634 $943K 0.03% -44 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,628 $943K 0.23% +637 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,620 $941K 0.34% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,604 $939K 0.38% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,344 $939K 0.06% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,011 $936K 0.04% -234 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,579 $936K 0.19% +127 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,540 $930K 0.09% +440 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,540 $930K 0.5% -114 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,532 $929K <0.01% -165,525 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,514 $926K 0.41% -680 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,496 $924K 0.03% +501 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,485 $922K 0.06% -125 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,471 $920K 0.2% -112 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,470 $920K 0.36% -15 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,426 $914K 0.02% -1,121 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,367 $914K 0.24% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 6,400 $910K 1.04% -700 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,395 $909K 0.67% 0 13F-HR Timeline