PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,422 $502K 0.04% +3,929 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,392 $500K 0.02% +8 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,357 $498K 0.01% +3,459 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,270 $492K 0.03% -693 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,227 $489K 0.03% +523 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 7,212 $488K 0.04% -255 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 7,187 $486K 0.16% +198 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7,175 $486K 0.15% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,105 $481K 0.11% new 13F-HR/A Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,101 $481K 0.02% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,068 $478K 0.02% -264 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,021 $475K 0.02% +645 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,020 $475K 0.07% -45 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 7,004 $474K 0.25% +341 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,486 $473K 0.07% -3 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,990 $473K 0.28% -100 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,974 $472K 0.04% -39,778 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,851 $464K 0.04% -3,329 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 6,805 $461K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,760 $458K 0.09% -84 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,731 $456K 0.04% +35 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,716 $455K 0.05% +21 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,670 $451K 0.29% -80 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,645 $450K 0.11% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,281 $448K 0.04% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 6,604 $447K 0.41% +723 13F-HR/A Timeline Retireful, LLC More: the full row for Retireful, LLC 6,698 $447K 0.43% -4,877 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,490 $439K 0.01% +215 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,436 $436K 0.01% -20,092 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,429 $435K 0.01% +229 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,379 $432K 0.13% -15,556 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,376 $432K 0.02% -508 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,369 $431K 0.22% -3,735 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,368 $431K 0.01% +245 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,362 $431K 0.08% -150 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,342 $429K 0.04% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,340 $429K <0.01% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 6,263 $424K 0.04% -154 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,226 $421K 0.18% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,213 $421K 0.28% -120 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,179 $418K 0.01% 0 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,126 $418K 0.44% +66 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,163 $417K 0.06% +99 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 6,125 $415K 0.1% -2,000 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,110 $414K 0.04% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,056 $410K 0.01% +846 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,041 $409K 0.19% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 6,013 $407K 0.57% -1,514 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 6,007 $407K <0.01% +270 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,982 $404K 0.12% +14 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,956 $403K 0.09% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,946 $402K 0.4% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,928 $401K 0.14% +6 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,920 $401K 0.03% -206 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,859 $397K 0.22% +58 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,820 $394K 0.07% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,618 $393K 0.01% +2,197 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,784 $392K 0.05% +418 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,756 $390K 0.03% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,747 $389K 0.19% -436 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,728 $388K 0.24% -760 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,711 $387K 0.13% -294 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,688 $385K 0.05% +83 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,685 $385K 0.01% -1,000 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,682 $385K 0.02% +86 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,624 $381K 0.08% +517 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,585 $378K 0.15% -250 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,570 $377K 0.44% -178 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,547 $375K 0.21% -152 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,534 $375K 0.03% -5 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,500 $372K 0.16% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,454 $369K 0.04% -482 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,438 $368K 0.02% +304 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,404 $366K 0.14% -28 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,380 $364K 0.03% +1,454 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,370 $363K 0.16% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,329 $361K 0.02% +1,277 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,299 $359K 0.2% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,286 $358K 0.28% -1,564 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,280 $357K 0.28% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,277 $357K 0.09% -465 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,267 $357K 0.02% +96 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 5,257 $356K 0.19% -74 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,186 $351K 0.3% +287 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,164 $350K 0.03% -308 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 5,162 $349K 0.12% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,157 $349K +918 Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,146 $348K 0.28% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,145 $348K 0.28% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,128 $347K 0.2% +2 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,117 $346K 0.04% new 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,110 $346K 0.01% -133 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,087 $344K 0.01% -176 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,054 $342K <0.01% +667 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,040 $341K 0.03% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,029 $340K 0.02% -570 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,020 $340K 0.07% -26 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,003 $339K 0.11% +5 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,971 $336K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,957 $336K 0.05% -1,300 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,935 $335K <0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,938 $334K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,937 $334K 0.03% +347 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 4,911 $332K 0.3% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,907 $332K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,900 $332K 0.01% -1,000 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,897 $331K 0.12% -1,097 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,897 $331K 0.07% -1,006 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,852 $328K 0.2% +19 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,850 $328K 0.06% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,845 $328K 0.02% -372 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,842 $328K 0.04% -92 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,837 $327K 0.02% -305 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,795 $325K 0.05% +798 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,787 $324K 0.01% +12 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,762 $322K 0.03% -30 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,729 $320K 0.02% -316 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,726 $320K 0.26% -500 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 4,723 $320K 0.03% +369 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,719 $319K 0.12% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,716 $319K 0.02% +441 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,680 $317K 0.03% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,676 $317K 0.18% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,669 $316K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,667 $316K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,650 $315K 0.16% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,632 $314K 0.01% -21 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 4,628 $313K 0.24% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,600 $311K 0.07% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,592 $311K 0.07% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,568 $309K 0.02% +2,062 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,512 $305K 0.27% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,508 $305K 0.06% -77 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,455 $302K 0.07% -25,149 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,447 $301K 0.07% +646 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 4,440 $301K 0.06% -1,095 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,431 $300K <0.01% +518 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,422 $299K 0.05% +510 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,421 $299K 0.14% -11 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 4,409 $298K 0.3% +11 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,393 $297K 0.01% -42,845 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,389 $297K 0.01% +88 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,386 $297K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,381 $297K 0.12% -27 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,350 $294K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,339 $294K <0.01% -296 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,328 $293K 0.02% +20 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,314 $292K 0.01% +19 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 4,300 $291K 0.12% -19,056 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,260 $288K <0.01% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,240 $287K 0.12% -70 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,228 $286K 0.01% -3,139 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,227 $286K 0.14% -39 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,213 $285K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,204 $285K 0.03% +756 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,173 $282K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,169 $282K 0.02% -1,464 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,167 $282K 0.01% +70 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,145 $281K 0.06% +1 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,125 $279K 0.08% +101 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,124 $279K 0.03% -5 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,112 $278K 0.14% +130 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,111 $278K 0.08% -250 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,109 $278K 0.06% -6,990 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,097 $277K 0.02% -577 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 4,080 $276K 0.32% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,079 $276K 0.02% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,064 $276K 0.03% -1,778 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,069 $275K 0.08% -1,012 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,062 $275K 0.03% -134 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,056 $275K 0.08% -31 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,052 $274K 0.22% -333 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,044 $274K 0.08% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,037 $273K 0.07% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,027 $273K 0.06% -1,289 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,000 $271K 0.01% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,000 $271K 0.01% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,000 $271K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,993 $270K <0.01% +420 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,980 $269K 0.24% +645 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for Aldebaran Financial Inc. 3,885 $263K 0.32% +275 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,880 $263K 0.03% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,865 $262K 0.03% -250 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,859 $261K 0.14% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,859 $261K 0.02% +272 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,855 $261K 0.03% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,853 $261K 0.16% -136 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,815 $258K 0.05% -390 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,815 $258K 0.06% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,760 $255K 0.31% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,756 $254K 0.01% -1,002 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,753 $254K 0.02% +103 13F-HR Timeline