Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,223 $4.61M 0.04% -702 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 9,217 $4.61M 0.72% +219 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,197 $4.6M 0.22% +340 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,187 $4.59M 0.05% +392 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,147 $4.57M 0.25% -343 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,145 $4.57M 0.24% +852 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,117 $4.56M 0.14% +81 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,113 $4.55M 0.33% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,097 $4.55M 1.4% -1,793 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,085 $4.54M 1.88% -2,407 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 9,085 $4.54M 3.96% -178 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 9,066 $4.53M 0.18% -1,957 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,006 $4.5M 0.4% -262 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,980 $4.49M 0.25% -170 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,918 $4.46M 1.77% +412 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,866 $4.43M 0.52% -1,304 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,858 $4.43M 0.24% -133 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,858 $4.43M 1.02% -150 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,768 $4.38M 0.1% new 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,756 $4.38M 0.12% -501 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,752 $4.37M 1.47% -1,208 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,741 $4.37M 0.09% -720 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,718 $4.36M 0.24% +866 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,696 $4.35M 0.11% +2,345 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 8,692 $4.34M 3.8% -2,727 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,690 $4.34M 0.59% -2,919 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,650 $4.32M 0.07% +3,595 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,634 $4.31M 1.92% -97 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 8,631 $4.31M 0.33% -461 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,619 $4.31M 0.03% -2,379 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,617 $4.31M 0.13% 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 8,584 $4.29M 0.35% -64 13F-HR Timeline American Trust More: the full row for American Trust 8,563 $4.28M 0.38% -1,775 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,541 $4.27M 0.3% +355 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,523 $4.25M 0.23% -4,680 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,508 $4.25M 0.2% -84 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,489 $4.24M 2.06% +6,017 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,480 $4.24M 1.13% +187 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,454 $4.22M 0.68% +894 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,447 $4.22M 0.26% -72 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,444 $4.22M 0.24% -5,235 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,413 $4.2M 0.05% +125 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,412 $4.2M 0.93% -155 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,356 $4.17M 1.6% -151 13F-HR Timeline United Bank More: the full row for United Bank 8,335 $4.16M 1.39% +548 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,327 $4.16M 0.65% +60 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,277 $4.14M 0.14% -626 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,269 $4.13M 0.09% -62 13F-HR/A Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,248 $4.12M 2.69% +99 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,227 $4.11M 0.21% -54 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,892 $4.1M 0.25% +1,114 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,200 $4.1M 3.15% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,189 $4.09M 1.02% +312 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,171 $4.08M 0.36% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,166 $4.08M 0.33% -157 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,134 $4.06M 0.66% -319 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,231 $4.06M 2.69% +148 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,120 $4.06M 0.97% +70 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,114 $4.05M 1.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,098 $4.05M 0.62% +13 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,093 $4.04M 0.18% +199 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,788 $4.02M 0.15% -175 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,051 $4.02M 0.11% -87 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,038 $4.02M 1.51% -302 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,034 $4.01M 0.68% -8 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,025 $4.01M 1.06% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 8,006 $4M 2.26% +5,175 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 8,003 $4M 3.21% -50 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,001 $4M 0.32% +328 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,964 $3.98M 0.23% -4,063 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,957 $3.98M 0.27% +276 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 7,950 $3.97M 0.91% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,937 $3.96M 0.98% -130 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 7,914 $3.95M 0.65% +3,235 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,903 $3.95M 2.41% -700 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,899 $3.95M 0.22% +685 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,892 $3.94M 0.98% -1,246 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,885 $3.94M 1.22% +751 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,879 $3.94M 0.71% +6,416 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7,846 $3.92M 0.9% +245 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,830 $3.91M 0.24% -180 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,817 $3.91M 0.49% -44 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,816 $3.91M 0.72% -7,360 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,798 $3.9M 0.22% -573 13F-HR/A Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,794 $3.89M 0.69% +98 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,780 $3.89M 0.64% -92 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,771 $3.88M 0.19% +39 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,737 $3.88M 0.08% +1,419 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,743 $3.87M 0.21% +3,070 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,725 $3.86M 0.6% -117 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,655 $3.83M 0.16% -509 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,632 $3.81M 0.31% -385 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,611 $3.8M 0.98% +785 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $3.8M 0.31% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 7,596 $3.8M 1.41% +486 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 7,594 $3.79M 1.39% +215 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,589 $3.79M 0.79% +225 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,564 $3.78M -913 Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,563 $3.78M 1.61% -25 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 7,560 $3.78M 3.85% -71 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,557 $3.78M 1.38% -106 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,554 $3.77M 0.29% -61 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,545 $3.77M 0.37% +109 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 7,500 $3.75M 4.93% -500 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,524 $3.72M 0.49% +429 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,444 $3.72M 0.02% -1,204 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 7,432 $3.71M +1,181 Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,425 $3.71M 1.45% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,417 $3.71M 0.58% +71 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,368 $3.68M 0.14% -1,801 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,367 $3.68M 2.25% +388 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,363 $3.68M 0.22% +255 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,354 $3.67M 0.24% +457 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 7,335 $3.67M 3.71% +3,955 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 7,325 $3.66M 2.93% +623 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,324 $3.66M 0.17% -7,864 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,310 $3.65M 0.08% -2,625 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,286 $3.64M 0.2% -20 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 7,273 $3.63M 1.68% +321 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,255 $3.63M 0.58% -467 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,243 $3.62M 1% +276 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,236 $3.62M 0.45% +377 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,231 $3.61M 0.11% +967 13F-HR/A Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,202 $3.6M 0.14% +40 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,191 $3.59M 0.2% +100 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,185 $3.59M 1.38% +80 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,155 $3.58M 0.51% -2,040 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 7,152 $3.57M 0.67% +350 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 7,133 $3.56M 0.13% +2,200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,162 $3.56M 0.15% +96 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,104 $3.55M 0.17% -321 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,090 $3.54M 1.34% -85 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,079 $3.54M 0.44% -829 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 7,064 $3.53M 1.71% +7 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,054 $3.52M 0.62% +327 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,051 $3.52M 0.4% -749 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,013 $3.5M 0.23% +309 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $3.5M 0.36% 0 13F-HR Timeline S&G Foundation More: the full row for S&G Foundation 7,000 $3.5M 0.19% 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 6,986 $3.49M 3.57% -1,334 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,979 $3.49M 0.11% +4,214 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,973 $3.48M 0.71% +182 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,965 $3.48M 0.6% +1,269 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,936 $3.47M 1.8% -607 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,911 $3.45M 0.07% -25,626 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,897 $3.45M 0.5% +940 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,889 $3.44M 1.04% -139 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6,889 $3.44M 0.28% -2,495 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,885 $3.44M 0.29% +904 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 6,876 $3.44M 2.01% -333 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,874 $3.43M 0.76% +70 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,874 $3.43M 1.34% -9 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,856 $3.43M 1.18% -302 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,852 $3.42M 0.14% -23,894 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,846 $3.42M 1.66% +64 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,832 $3.41M 0.48% -267 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,815 $3.4M 1.06% -139 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,478 $3.4M 0.22% -4,678 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,786 $3.39M 0.12% -3,782 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,777 $3.39M 0.41% +6,358 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,771 $3.38M 0.05% -621 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,751 $3.37M 3.64% +3 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 6,748 $3.37M 0.53% +1,078 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,715 $3.36M 0.57% -32 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,702 $3.35M 1.71% +127 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,691 $3.34M 0.22% -5,753 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,677 $3.34M 0.38% -686 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,674 $3.33M 0.43% +1,072 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,667 $3.33M 0.24% +189 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 6,664 $3.33M 0.32% +14 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,818 $3.32M 0.3% -131 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,642 $3.32M 0.43% -172 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,630 $3.31M 1.28% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,630 $3.31M 0.67% -107 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,617 $3.31M 0.85% -425 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,606 $3.3M 1.33% -1,646 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,654 $3.3M 0.07% -12 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,596 $3.3M 0.06% +619 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,427 $3.29M 0.21% +325 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,552 $3.27M 0.12% -266 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,526 $3.26M 0.41% -86 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 6,519 $3.26M 1.43% -551 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,500 $3.25M 0.67% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,485 $3.24M 1.46% +426 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,454 $3.22M 0.36% +549 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,451 $3.22M 0.76% +5 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,434 $3.21M 0.46% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,430 $3.21M 0.19% -1,235 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,387 $3.19M 0.51% -713 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,375 $3.19M 0.07% +68 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,341 $3.17M 0.88% -318 13F-HR Timeline Great Lakes Retirement, Inc. 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