Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,390 $949K 0.03% -128 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,528 $948K 1.05% -268 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,516 $945K 0.01% +1,806 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,511 $944K 0.18% -214 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,505 $943K 0.38% +1,732 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,488 $939K 0.75% -71 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,510 $937K 0.03% new 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 4,440 $929K 0.29% +55 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,427 $927K 0.08% -58 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,426 $926K 0.03% 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,408 $923K 0.88% -510 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,405 $922K 0.05% +151 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,396 $920K 0.22% +10 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,393 $919K 0.23% -24,184 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,364 $913K 1.1% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,325 $905K 0.21% +91 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,314 $903K 0.01% -285 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,306 $901K 0.03% +98 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,276 $895K 0.03% -8 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,226 $885K 0.27% +361 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,205 $880K 0.07% +225 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,200 $879K 0.33% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,183 $876K 0.34% +181 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,181 $875K 0.02% +305 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,153 $869K 0.3% +621 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 4,125 $863K 0.09% +15 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,120 $862K <0.01% -71 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,120 $862K 0.23% +640 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,114 $861K 0.49% +80 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,113 $861K 0.04% -250 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,112 $861K 0.49% +1,516 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,112 $861K 0.1% +260 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,101 $858K 0.29% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,061 $850K 0.03% +217 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,057 $849K 0.03% +2,207 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,044 $846K 0.68% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,033 $844K 0.17% -150 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,031 $844K 0.01% -1,703 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,011 $840K 0.07% +23 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 4,000 $837K 0.4% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,990 $835K 0.13% -265 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,910 $818K 0.02% +1,932 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,908 $818K 0.02% +211 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,899 $816K 0.07% +78 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,894 $815K 0.86% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,871 $810K 0.01% +20 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,677 $795K <0.01% -58 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,763 $788K 0.05% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,753 $786K 0.02% +416 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,726 $780K 0.01% -7,333 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,682 $772K 0.43% +171 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,663 $767K 0.19% -589 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,655 $765K 0.08% -141 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,649 $764K 0.02% +2,406 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,616 $757K 0.35% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,598 $753K 0.24% +328 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,584 $750K 0.01% -582 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,573 $748K 0.05% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,571 $747K 0.18% +485 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 3,567 $747K 0.03% -8 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,532 $739K 0.1% -264 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,532 $739K 0.03% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,522 $737K <0.01% -2,588 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,483 $729K 0.81% -147 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,471 $727K 0.04% -371 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,468 $726K 0.01% +36 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,450 $722K 0.01% +7 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,440 $720K 0.47% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,434 $719K 0.07% -588 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,417 $715K 0.09% -2,075 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,396 $711K 0.66% -10 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,385 $709K 0.34% +39 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,379 $707K 0.01% -340 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,368 $705K 0.02% +8 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,353 $702K 0.24% -107 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,344 $700K 0.28% +194 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,333 $698K 0.08% +533 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,328 $696K 0.14% +1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,321 $695K 0.03% +19 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,306 $692K 0.18% +156 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,305 $692K 0.01% +44 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,223 $675K 0.18% -394 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,194 $669K 0.06% new 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,162 $662K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,161 $662K 0.03% +87 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,161 $662K 0.17% +500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,160 $661K 0.02% +77 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,149 $659K 0.05% -1,119 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,101 $649K 0.3% +1,522 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,081 $645K 0.33% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,078 $644K 0.01% -3,025 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,068 $642K 0.39% 0 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 3,090 $642K 0.01% 0 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,063 $641K 0.16% +1,062 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,050 $638K 0.04% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,037 $636K 0.03% -1,882 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,008 $630K 0.04% -126 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,990 $626K 0.21% +1,531 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,973 $622K 0.03% -514 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,947 $617K 0.01% -294 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,927 $616K 0.2% -5 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,937 $615K 0.01% -209 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,934 $614K 0.01% -9,743 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,912 $610K 0.09% -27 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,910 $609K <0.01% +1,382 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,910 $609K 0.02% -331 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,898 $607K 0.19% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,896 $606K 0.04% +517 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,883 $604K 0.01% +2,204 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,868 $600K <0.01% -51 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,727 $594K 0.53% +119 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,800 $586K 0.82% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,792 $584K 0.42% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,757 $577K 0.03% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,733 $572K 0.18% +711 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,719 $569K 0.04% -2,335 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,710 $567K 0.26% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,680 $561K 0.08% -425 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,671 $559K 0.03% -130 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,668 $558K 0.01% -256 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,646 $554K new Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,641 $553K 0.01% -592 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,640 $553K 0.13% -3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,640 $552K 0.05% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,620 $549K 0.22% +1,069 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,620 $548K 0.03% +203 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,617 $548K 0.01% +76 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,615 $547K 0.06% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,607 $546K 0.01% -8,220 13F-HR/A Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $544K 0.02% 0 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,600 $544K 0.17% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,600 $544K 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,583 $541K 0.05% -38 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,566 $537K 0.06% -6 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,544 $532K 1.07% -122 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,543 $532K 0.24% +949 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,532 $530K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,504 $524K 0.02% -112 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,499 $523K 0.02% -8 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,497 $523K 0.09% +35 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,478 $519K 0.13% -7 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,477 $518K 0.25% +73 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,463 $516K 0.16% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,454 $514K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,452 $513K 0.04% -338 13F-HR/A Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,433 $509K 0.1% -8 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,432 $509K 0.25% -144 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,427 $508K 0.03% -4,590 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,423 $507K 0.07% -200 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,415 $505K 0.01% new 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,413 $505K 0.02% -159 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,409 $504K 0.08% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,404 $503K 0.03% +51 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,400 $502K 0.03% -128 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,400 $502K 0.02% -47 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,399 $502K 0.15% -5,384 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,391 $500K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,390 $500K 0.05% +718 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,382 $499K 0.44% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,373 $497K 0.02% +921 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,372 $496K 0.01% +808 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,346 $491K 0.01% -327 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,334 $489K 0.03% -27 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,327 $487K 0.04% +289 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,325 $487K 0.14% +202 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,320 $486K 0.04% +1,017 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,317 $485K 0.02% +10 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,316 $485K 0.01% -932 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,304 $482K 0.06% -729 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,297 $481K 0.01% +23 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,291 $480K 0.05% -167 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,286 $478K 0.01% -40 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,271 $475K 0.01% +411 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,259 $473K 0.39% -611 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,250 $471K -345 Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,248 $471K 0.07% +1 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,250 $471K 0.14% -199 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,245 $470K <0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,245 $470K 0.11% +725 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,233 $467K 0.47% +116 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,225 $466K 0.17% +399 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,215 $464K 0.08% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,212 $463K 0.04% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,200 $460K 0.37% -5 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,090 $456K 0.02% -698 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,172 $455K 0.08% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,172 $455K 0.08% -101 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,165 $454K 0.01% +544 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,168 $454K 0.26% +90 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,157 $451K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,155 $451K 0.01% +71 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,142 $448K 0.28% +120 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,134 $447K 0.06% +565 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,132 $446K 0.01% -539 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,131 $446K 0.01% -32 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,126 $445K 0.02% 0 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,115 $443K 0.27% -500 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,105 $441K 0.2% +100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,104 $440K 0.02% +166 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 2,098 $439K 0.18% +136 13F-HR Timeline