Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 13,998 $3.45M 0.24% +17 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,995 $3.45M 0.23% -142 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 13,964 $3.45M 0.1% +185 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,947 $3.44M 0.03% +836 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 13,915 $3.43M 2.19% +31 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 13,909 $3.43M 0.17% +716 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 13,843 $3.42M 3.03% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 13,839 $3.42M 1.15% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 13,820 $3.41M 0.71% +274 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 13,793 $3.4M 1.99% -67 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,774 $3.4M 0.03% -379 13F-HR Timeline Group Concorde Financial Corp More: the full row for Concorde Financial Corp 13,774 $3.4M 2.02% +92 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,765 $3.4M 0.12% +1,994 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 13,663 $3.37M 1.33% -312 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,646 $3.37M 0.94% +376 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 13,502 $3.33M 0.29% -670 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,408 $3.31M 0.18% +2,936 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,324 $3.29M 0.1% -70 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 13,293 $3.28M 0.71% +2 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 13,301 $3.28M 0.25% +1,163 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,108 $3.28M 1.09% +51 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,240 $3.27M 1.48% -65 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,228 $3.26M 0.16% +301 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,202 $3.26M 1.44% +248 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,202 $3.26M 1.21% +59 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,067 $3.23M 0.1% +723 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 13,034 $3.22M 0.47% -113 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,019 $3.21M 0.34% -362 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 12,981 $3.2M 0.45% -548 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,868 $3.18M 0.1% -173 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,852 $3.17M 0.12% -11 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,834 $3.17M 0.7% +54 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,777 $3.15M 0.19% -69 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,770 $3.15M 0.96% -146 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,731 $3.14M 0.18% +1,682 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 12,667 $3.13M 1.05% -284 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 12,626 $3.12M 0.83% -250 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,560 $3.1M 1.03% +97 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,538 $3.09M 0.75% -136 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,529 $3.09M 0.07% -3,946 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,481 $3.08M 0.32% -17 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,409 $3.06M 0.03% +2,196 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,393 $3.06M 0.58% +3,410 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,358 $3.05M 0.08% -39 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 12,347 $3.05M 0.62% -487 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 12,341 $3.05M 0.12% -32,859 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 12,270 $3.03M 0.24% +526 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 12,186 $3.01M 0.13% -1,153 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,137 $3M 0.39% -215 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,531 $2.98M 0.09% +169 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,032 $2.97M 0.82% +248 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,010 $2.96M 0.02% +5,150 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,976 $2.96M 0.64% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,974 $2.96M 0.22% +80 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 11,972 $2.95M 0.11% +5,913 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 11,958 $2.95M 2.15% -3,753 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,950 $2.95M 0.1% -10,100 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,927 $2.94M 1.12% -185 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 11,916 $2.94M 1.66% +591 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,872 $2.93M 0.49% -665 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 11,844 $2.92M 1.16% 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 11,759 $2.9M 2.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,716 $2.89M 0.74% -270 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,713 $2.89M 0.65% +1 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 11,707 $2.89M 0.7% +344 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,701 $2.89M 0.26% +109 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 11,687 $2.88M +101 Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 11,677 $2.88M 0.25% +35 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 11,627 $2.87M 0.06% -816 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 11,602 $2.86M 2.08% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,590 $2.86M 0.41% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,461 $2.83M 1.3% -99 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,435 $2.82M 0.06% -130 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,372 $2.81M 0.09% -917 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,331 $2.8M 0.13% -819 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,303 $2.79M 0.97% -82 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 11,300 $2.79M 0.08% -700 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,299 $2.79M 0.04% -254 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 11,256 $2.78M 0.51% +425 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,237 $2.77M 0.94% -256 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,213 $2.77M 0.07% +325 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,117 $2.74M 0.96% -106 13F-HR Timeline United Bank More: the full row for United Bank 11,113 $2.74M 1.16% +1,014 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,039 $2.72M 0.05% -14 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 11,026 $2.72M 0.05% +46 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,022 $2.72M 0.68% -557 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,995 $2.71M 0.2% -99 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,968 $2.7M 0.86% +1,064 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10,937 $2.7M 0.46% -826 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,924 $2.7M 0.31% +23 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 10,907 $2.69M 0.5% -537 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,889 $2.69M 0.08% +7 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 10,817 $2.67M 0.42% -384 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,806 $2.67M 1.34% -42 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,802 $2.67M 0.06% +390 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,789 $2.66M 0.03% -3,322 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,781 $2.66M 0.29% -655 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,777 $2.66M 1.61% +62 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 10,764 $2.66M +2,606 Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,688 $2.64M 0.06% +1,299 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,671 $2.63M 0.08% -179 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,635 $2.62M 0.07% +2,159 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,630 $2.62M 1.79% +294 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,630 $2.62M 0.17% -4 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10,584 $2.61M 0.36% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,567 $2.61M 0.63% -161 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 10,532 $2.6M 0.49% -10 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,529 $2.6M 0.57% -356 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,500 $2.59M 0.27% 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,500 $2.59M 1.17% 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,482 $2.59M 1.48% -217 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,456 $2.58M 0.34% +475 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,443 $2.58M 0.15% -86 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 10,386 $2.56M 1.05% -434 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,367 $2.56M 0.81% -162 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,366 $2.56M 0.38% -10,100 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,330 $2.55M 0.32% +739 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10,315 $2.55M 1.61% +100 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,312 $2.55M 0.18% +136 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 10,303 $2.54M 2.66% -202 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 10,285 $2.54M 0.04% -733 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,279 $2.54M 0.32% -111 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,321 $2.54M 0.07% +190 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,262 $2.53M 0.76% +124 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,255 $2.53M 1.61% +123 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,248 $2.53M 0.16% -4,389 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,239 $2.53M 0.59% +6 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,234 $2.53M 0.08% -1,999 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,209 $2.52M 0.19% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,191 $2.52M 0.11% -229 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 10,160 $2.51M 0.14% +2,028 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 10,157 $2.51M 0.23% -105 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,133 $2.5M 0.72% -228 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 10,102 $2.49M 1.58% -762 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,069 $2.48M 0.08% -1,156 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,050 $2.48M 0.5% +3,939 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10,024 $2.47M 0.77% +6 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,023 $2.47M 0.76% +34 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,014 $2.47M 1.46% -245 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,005 $2.47M 0.09% -31 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.47M 0.38% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,971 $2.46M 0.12% -126 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,946 $2.45M 0.18% +12 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 9,890 $2.44M 0.86% +330 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,882 $2.44M 0.18% -1,567 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,867 $2.44M 0.09% -248 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,789 $2.42M 0.07% -41 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,757 $2.41M 0.1% +6 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,692 $2.39M 0.22% +951 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 9,676 $2.39M 0.94% -142 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,664 $2.39M 0.22% -168 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 9,659 $2.38M 0.11% +33 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,659 $2.38M 0.32% -217 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,636 $2.38M 0.28% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 9,618 $2.37M 0.62% +387 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,600 $2.37M 0.27% -586 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,600 $2.37M 0.22% -92 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,600 $2.37M 0.62% +3,000 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,579 $2.36M 0.07% +57 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,551 $2.36M 0.43% +234 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,536 $2.35M 0.29% +751 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,510 $2.35M 0.28% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 9,491 $2.34M 0.37% -702 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,491 $2.34M 0.17% -564 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,471 $2.34M 0.18% +531 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,469 $2.34M 1.5% +57 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,435 $2.33M 0.18% -200 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,418 $2.32M 0.09% +834 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,418 $2.32M 0.55% -50 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,412 $2.32M 0.33% -326 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,345 $2.31M 0.64% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,340 $2.31M 0.34% +1,938 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,329 $2.3M 0.84% -593 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 9,286 $2.29M 0.02% -8,130 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 9,251 $2.28M 0.42% -120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,178 $2.27M 0.3% +82 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,156 $2.26M 0.22% +1,032 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 133,645 $2.26M 0.19% -2,001,324 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,137 $2.26M 0.17% +2 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,136 $2.25M 1.18% 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 9,115 $2.25M 0.24% -474 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,088 $2.24M 0.03% -2,238 13F-HR/A Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,004 $2.22M 0.15% -381 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 8,996 $2.22M 0.23% +130 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,958 $2.21M 0.07% -848 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,925 $2.2M 0.22% +194 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,923 $2.2M 0.6% +3,100 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. 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