Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 8,095 $1.91M 0.93% -30 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,093 $1.91M 0.2% -17 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 107,684 $1.91M 0.13% new 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 8,082 $1.91M 0.01% +1,900 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,065 $1.91M 0.25% -400 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,064 $1.91M 0.13% -373 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,063 $1.91M 0.08% +4,997 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,044 $1.9M 0.34% +230 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,041 $1.9M 0.44% +98 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,020 $1.89M 0.72% +105 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,018 $1.89M 0.05% -6,276 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,003 $1.89M 0.07% +3,715 13F-HR Timeline Group Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 8,000 $1.89M 0.24% +1,000 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,996 $1.89M 0.1% -4,673 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,972 $1.88M 0.02% -2,816 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,967 $1.88M 0.07% +500 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,429 $1.88M 0.07% +5,818 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 7,955 $1.88M 1.36% -1,015 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,947 $1.88M 0.61% +520 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,919 $1.87M +641 Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,902 $1.87M 0.4% +48 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,901 $1.87M 0.39% -870 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,891 $1.86M 0.45% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,876 $1.86M 0.11% -261 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,858 $1.86M 0.37% -15 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,827 $1.85M 0.42% -227 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,820 $1.85M 0.17% -2,798 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,807 $1.84M 0.66% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,802 $1.84M 0.86% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 7,800 $1.84M 0.14% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,778 $1.84M 0.03% -73 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,753 $1.83M 0.26% -85 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 7,741 $1.83M 0.36% +575 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,710 $1.82M 0.24% -50 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,704 $1.82M 0.18% -161 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,695 $1.82M 0.07% -246 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,688 $1.82M 0.01% +198 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,661 $1.81M 0.52% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,619 $1.8M 0.24% +980 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,532 $1.8M 0.93% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 7,552 $1.78M 0.2% -175 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 7,590 $1.78M 1.51% -469 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,487 $1.77M 0.08% -35 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,483 $1.77M 0.21% +1,358 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 7,481 $1.77M 0.11% -6,282 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,480 $1.77M 1.02% -60 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,454 $1.76M 0.08% -350 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,429 $1.76M 0.31% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,409 $1.75M <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 7,385 $1.74M 0.04% -322 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,383 $1.74M 0.18% -86 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,380 $1.74M 1.02% -360 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,348 $1.74M 1.66% +412 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,332 $1.73M 0.05% -414 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,326 $1.73M 0.12% +304 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,231 $1.71M 0.46% +70 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,220 $1.71M 0.24% +101 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,191 $1.7M 0.05% +4,330 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,185 $1.7M 0.34% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,172 $1.69M 0.04% -3,061 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,138 $1.69M 0.12% +12 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,298 $1.69M 0.37% +20 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 7,065 $1.67M 0.12% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,046 $1.66M 0.13% +74 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,039 $1.66M 0.06% -937 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 7,018 $1.66M 0.16% +536 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,014 $1.66M 0.11% +261 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,013 $1.66M 0.04% -1,325 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,013 $1.66M 0.49% +120 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,828 $1.66M 0.05% +328 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 6,995 $1.65M 0.5% -20 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,988 $1.65M 0.01% -34,640 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 6,988 $1.65M 0.16% -1,483,381 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,982 $1.65M 0.06% -115 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,937 $1.64M 0.14% +5,011 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,919 $1.63M 0.99% -1,028 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,913 $1.63M 0.09% -194 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,905 $1.63M 0.51% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,896 $1.63M 0.19% +662 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,866 $1.62M 0.16% +24 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 6,850 $1.62M 0.02% -13 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,954 $1.62M 0.1% -906 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,827 $1.61M 0.03% -438 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,823 $1.61M 0.05% -438 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,821 $1.61M 0.16% -546 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,807 $1.61M 0.31% -193 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,790 $1.6M 0.23% -1,220 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,783 $1.6M 0.14% +242 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,571 $1.6M 0.44% -42 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,761 $1.6M 0.21% +18 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 6,789 $1.6M -35,915 Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 6,738 $1.59M 0.61% -69 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,725 $1.59M 0.13% +36 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,668 $1.58M 0.26% -575 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 6,805 $1.57M 0.85% -359 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 6,645 $1.57M 1.04% -150 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,627 $1.57M 0.16% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 6,602 $1.56M 0.85% +225 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,598 $1.56M 0.08% +289 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,593 $1.56M 0.01% -6,630 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,580 $1.55M 0.15% -121 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,579 $1.55M 0.59% -1,319 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,563 $1.55M 0.15% -353 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,560 $1.55M 0.04% +1,581 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,551 $1.55M 0.35% -166 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,547 $1.55M 0.34% -30 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 6,535 $1.54M 0.81% -121 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 6,527 $1.54M 0.06% -188 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 6,503 $1.54M 0.1% +100 13F-HR Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 6,500 $1.54M 1.46% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,456 $1.53M 0.45% +25 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,448 $1.52M 0.08% +140 13F-HR Timeline Group Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 6,441 $1.52M 1.55% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,428 $1.52M 0.04% -32 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,415 $1.52M 0.01% +329 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 6,414 $1.52M 0.03% -1,248 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,393 $1.51M 0.11% -85 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,382 $1.51M 0.02% +472 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,373 $1.51M 0.11% +200 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,359 $1.5M 0.06% -764 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 6,354 $1.5M 0.44% -1,100 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,314 $1.49M 0.04% +174 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,307 $1.49M 1.34% -207 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,306 $1.49M 0.11% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,285 $1.49M 0.13% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 6,280 $1.48M 0.01% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,276 $1.48M 0.24% +701 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,270 $1.48M 0.5% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,224 $1.47M 0.12% +223 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,212 $1.47M 0.08% +100 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,210 $1.47M 1.07% +2,618 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,205 $1.47M 0.22% +65 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,188 $1.46M 0.08% +186 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,175 $1.46M 0.01% -63,129 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,154 $1.45M 0.13% -172 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,149 $1.45M 0.2% +395 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,140 $1.45M 0.72% 0 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 6,093 $1.44M 1.45% -31 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 6,085 $1.44M 1.27% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,083 $1.44M 0.14% +300 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,002 $1.42M 0.02% +188 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,000 $1.42M 0.09% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,993 $1.42M 0.56% -100 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,989 $1.42M 0.09% +105 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,987 $1.41M 0.35% -621 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,967 $1.41M 0.08% +389 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,960 $1.41M 0.01% +3,000 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 5,758 $1.41M 0.65% +59 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,949 $1.41M 0.44% +230 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,946 $1.41M 0.03% -4 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,944 $1.4M 0.05% -201 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,941 $1.4M 0.07% +516 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,926 $1.4M 0.1% +107 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,919 $1.4M 0.64% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,913 $1.4M 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,912 $1.4M 0.36% -99 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 5,900 $1.39M 0.29% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,879 $1.39M 0.09% +130 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,877 $1.39M 0.62% -2,175 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,884 $1.39M 0.51% -248 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,843 $1.38M 0.02% +34 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,835 $1.38M 0.45% +324 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,813 $1.37M 0.16% -34 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,800 $1.37M 0.03% -10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,803 $1.37M 0.69% -361 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,789 $1.37M 0.21% +60 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 5,749 $1.36M 0.26% -6,631 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,742 $1.36M 0.32% -189 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,734 $1.35M 0.08% +510 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,726 $1.35M 0.17% -108 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,710 $1.35M 0.63% +460 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,709 $1.35M +2,569 Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,703 $1.35M 0.39% +5 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 5,703 $1.35M 0.18% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,702 $1.35M 0.1% -217 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,691 $1.34M 0.49% -1 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,690 $1.34M 0.1% +918 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,684 $1.34M 0.12% +155 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,683 $1.34M 1.19% +5 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,683 $1.34M 0.33% +4,722 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,681 $1.34M 0.34% -58 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,680 $1.34M 0.16% +101 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,662 $1.34M 0.58% +47 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,650 $1.33M 0.67% -49 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,642 $1.33M 0.07% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,624 $1.33M 0.03% +69 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,609 $1.33M 0.44% -40 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,608 $1.33M 0.93% +118 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,576 $1.32M 1.02% -51 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,567 $1.32M 0.17% +319 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,566 $1.32M 0.15% +245 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,521 $1.3M 0.12% -102 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,500 $1.3M 0.04% -264 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 5,494 $1.3M 0.42% +20 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,493 $1.3M 0.29% +417 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,481 $1.3M 0.39% +4,095 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,465 $1.29M 0.07% +877 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,437 $1.28M 0.03% +31 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,422 $1.28M 0.01% -552 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,420 $1.28M 0.32% new 13F-HR Timeline