Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 588 $454K 0.24% -49 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 587 $453K 0.15% +7 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 586 $453K 0.01% +225 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 586 $453K 0.17% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 586 $453K 0.06% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 585 $452K 0.18% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 584 $452K 0.08% +8 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 584 $451K 0.08% +4 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 584 $451K <0.01% +4 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 583 $450K 0.24% -58 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 583 $450K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 580 $448K 0.06% +28 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 580 $448K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 577 $446K 0.06% -21 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 573 $443K 0.11% -38 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 571 $441K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 571 $441K 0.02% +156 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 569 $440K 0.32% -182 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 567 $438K 0.15% -3 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 567 $438K 0.37% -19 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 566 $437K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 563 $435K 0.24% 0 13F-HR/A Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 562 $434K 0.28% -159 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 562 $434K 0.09% -5 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 561 $434K 0.08% 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 561 $433K 0.35% -22 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 559 $432K 0.07% -121 13F-HR Timeline Busey Bank More: the full row for Busey Bank 558 $431K 0.01% -15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 557 $430K 0.04% +61 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 556 $430K 0.05% +449 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 555 $429K 0.03% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 553 $427K 0.07% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 552 $426K 0.05% 0 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 551 $426K 0.03% -79 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 550 $425K 0.2% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 547 $422K 0.02% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 546 $422K 0.08% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 544 $420K 0.06% -907 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 544 $420K 0.07% +2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 541 $418K 0.02% -34 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 539 $416K 0.02% -15 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 537 $415K 0.26% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 536 $414K 0.1% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 536 $414K 0.07% +406 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 535 $413K 0.05% +86 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 534 $412K 0.02% -71 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 532 $411K 0.03% -86 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 531 $410K 0.16% -15 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 529 $409K 0.03% -28 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 528 $408K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 528 $408K 0.05% -13 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 526 $406K <0.01% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 523 $404K 0.14% -31 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 523 $404K 0.04% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 523 $404K 0.18% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 523 $404K 0.21% -78 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 520 $402K 0.01% -821 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 519 $401K 0.06% +63 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 518 $400K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 518 $400K 0.3% -10 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 513 $396K 0.03% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 510 $394K 0.02% +29 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 508 $393K 0.03% -3 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 500 $386K 0.01% -369 13F-HR Timeline Group EHP Funds Inc. More: the full row for EHP Funds Inc. 500 $386K 0.51% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 500 $386K 0.16% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 500 $386K <0.01% -1,400 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 499 $385K 0.03% -103 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 499 $385K 0.3% +1 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 497 $384K 0.08% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 495 $382K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 494 $382K 0.03% +17 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 494 $382K 0.03% +2 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 494 $382K 0.05% -1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 492 $380K 0.05% +17 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 492 $380K 0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 490 $379K 0.05% -218 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 489 $378K 0.03% +31 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 484 $374K 0.07% +2 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 484 $374K 0.11% +40 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 483 $373K 0.04% -227 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 508 $372K 0.04% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 486 $372K 0.07% -40 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 480 $371K 0.05% -25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 479 $370K 0.01% +147 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 479 $370K 0.06% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 478 $370K 0.12% -3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 477 $369K 0.01% +9 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 476 $368K 0.02% +2 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 474 $367K 0.29% -1 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 473 $365K 0.14% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 471 $364K 0.28% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 490 $363K 0.07% -2 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 470 $363K 0.02% -10 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 470 $363K 0.02% +24 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 469 $362K 0.01% -14 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 469 $362K 0.05% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 478 $362K 0.13% +62 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 468 $362K 0.13% -12 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 466 $360K 0.06% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 466 $360K <0.01% +8 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 466 $360K 0.04% +26 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 463 $358K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 463 $358K 0.1% -3 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 463 $358K 0.12% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 462 $357K 0.04% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 458 $354K 0.2% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 456 $352K 0.07% -50 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 454 $351K 0.08% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 450 $347K 0.12% -33 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 449 $347K 0.04% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 448 $346K 0.06% new 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 448 $346K 0.25% -56 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 426 $346K 0.12% +12 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 445 $344K 0.01% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 441 $341K 0.05% -19 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 440 $340K <0.01% +85 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 439 $340K 0.01% -5 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 439 $339K 0.09% +11 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 438 $339K 0.18% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 436 $337K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 435 $336K 0.02% +4 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 434 $335K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 434 $335K 0.12% -59 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 435 $335K 0.08% -74 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 433 $335K 0.1% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 433 $335K 0.05% -11 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 430 $332K 0.02% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 428 $331K 0.08% -89 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 427 $330K 0.07% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 426 $330K 0.01% +96 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 426 $329K 0.04% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 424 $328K 0.03% +24 13F-HR Timeline American Trust More: the full row for American Trust 423 $327K 0.03% +70 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 423 $327K 0.13% -64 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 423 $327K 0.02% -1 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 422 $326K 0.23% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 421 $325K 0.2% -151 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 420 $325K 0.05% +50 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 419 $324K 0.02% -25 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 418 $323K 0.01% +8 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 417 $322K 0.01% new 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 417 $322K 0.05% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 415 $321K 0.21% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 412 $318K 0.14% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 410 $317K 0.04% +18 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 410 $317K 0.11% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 408 $315K 0.03% -245 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 408 $315K <0.01% new 13F-HR/A Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 398 $313K 0.05% +39 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 405 $313K 0.02% +7 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 405 $313K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 404 $312K 0.13% -102 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 403 $311K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 403 $311K 0.11% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 402 $311K 0.02% -8 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 401 $310K 0.02% +10 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 401 $310K 0.02% +36 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $309K 0.01% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 400 $309K 0.03% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 400 $309K 0.05% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 400 $309K 0.07% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 396 $306K 0.05% +9 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 395 $305K 0.15% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 356 $305K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 394 $304K 0.02% -48 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 392 $303K 0.08% -5 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 391 $302K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 351 $302K 0.05% -4 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 390 $301K 0.04% +37 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 390 $301K 0.01% -145 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 390 $301K 0.09% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 388 $300K 0.05% +7 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 388 $300K 0.06% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 388 $300K 0.21% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 387 $299K 0.13% -22 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 385 $298K 0.03% +91 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 384 $297K 0.17% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 384 $297K 0.05% +78 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 383 $296K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 383 $296K 0.01% +14 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 381 $295K 0.09% -4 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 362 $294K 0.07% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 378 $292K 0.05% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 375 $290K 0.03% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 375 $290K 0.14% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 374 $289K 0.03% -4 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 773 $289K 0.18% +399 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 373 $288K 0.02% 0 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 372 $287K 0.14% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 372 $287K 0.05% new 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 371 $287K <0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 485 $286K 0.42% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 370 $286K 0.02% -256 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 370 $286K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 368 $284K 0.01% +164 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 368 $284K 0.2% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 366 $283K 0.08% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 366 $283K 0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 366 $283K 0.01% new 13F-HR Timeline