Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,681 $500K 0.11% -100 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,648 $499K 0.02% -3,741 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,627 $497K 0.01% -4,037 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,599 $496K 0.16% +2,679 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 8,583 $495K 0.46% -1,223 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 8,579 $494K 0.24% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,554 $493K 0.03% +73 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,479 $493K 0.02% -1,156 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,491 $489K 0.01% -417 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,419 $485K 0.23% -2,755 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,419 $485K 0.09% +28 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,413 $485K 0.03% -716 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,391 $484K 0.01% +441 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,863 $482K 0.11% +4,325 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,353 $481K 0.08% -457 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,319 $480K 0.08% new 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,305 $479K 0.07% +1,785 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,267 $477K 0.19% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,244 $475K 0.02% -8,783 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,244 $475K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,150 $474K 0.01% -133 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,215 $474K 0.31% -3,921 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,205 $473K 0.03% +710 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 8,190 $472K 0.03% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,189 $472K 0.03% +319 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,142 $469K 0.03% -211,120 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,112 $468K 0.28% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,079 $466K 0.05% -2,883 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,024 $462K 0.02% -40 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,003 $461K <0.01% +2,802 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,996 $461K 0.03% +1,211 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,960 $459K 0.01% +996 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,948 $458K 0.01% +245 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,936 $457K 0.13% -10,075 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,903 $456K 0.02% +57 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,901 $455K 0.01% +4,858 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,901 $455K 0.06% -266 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,896 $455K 0.14% -96 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,881 $454K 0.21% -400 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,871 $454K 0.02% -839 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,851 $453K 0.07% -2 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,847 $452K 0.04% -1,803 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,654 $452K 0.03% +765 13F-HR/A Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,845 $452K 0.31% -125 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,835 $452K 0.02% -37,657 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,838 $451K 0.11% +1,277 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,792 $449K 0.02% -516 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,784 $449K 0.32% +71 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 7,773 $448K 0.26% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,768 $448K 0.01% -73 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,754 $447K 0.36% -3,601 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,753 $447K <0.01% +666 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,677 $445K 0.14% -10 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,708 $444K 0.6% +16 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 7,638 $444K 0.25% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 7,708 $444K 0.1% -135 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,707 $443K 0.04% -117 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,888 $442K 0.07% -343 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,604 $442K 0.02% -649 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,663 $441K 0.1% -5 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 7,534 $439K <0.01% -876 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,570 $436K 0.1% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 7,518 $433K 0.14% +82 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,455 $430K 0.03% -2,782 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,441 $429K 0.01% -5,322 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,432 $428K 0.05% +500 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,422 $428K 0.03% -278 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,413 $427K 0.09% -609 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 7,339 $427K 0.06% +1,094 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 7,396 $426K 0.13% +103 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,383 $426K 0.28% -275 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,340 $423K 0.02% +2,286 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,332 $423K 0.05% -155 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,328 $422K 0.01% -418 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,244 $418K <0.01% +156 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,162 $416K 0.06% +533 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,223 $416K 0.17% +204 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,218 $416K 0.16% +450 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,202 $415K 0.02% +71 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,188 $414K 0.02% -479 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,184 $414K 0.07% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,182 $414K 0.07% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,165 $413K 0.05% -354 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,151 $412K 0.02% +200 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,148 $412K 0.1% -5 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,346 $412K 0.01% +1,277 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,139 $411K 0.04% +341 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,103 $409K 0.03% -3,819 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,093 $409K 0.04% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,636 $408K 0.31% +358 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,058 $407K 0.03% +76 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,044 $406K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,037 $406K 0.01% +485 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,010 $404K 0.01% -477 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,002 $404K <0.01% -163 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,995 $403K 0.16% +52 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,990 $403K 0.03% -592 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,970 $402K 0.15% -537 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,958 $401K 0.04% +471 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,944 $400K 0.1% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,938 $400K 0.13% -121 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 6,920 $399K 0.03% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,896 $398K 0.08% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,895 $397K 0.07% +1,608 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,947 $397K 0.03% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,014 $397K 0.02% -413 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,859 $395K 0.02% +1,711 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 6,811 $394K 0.09% +135 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,828 $394K 0.42% +1,701 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,823 $393K 0.12% -85 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,816 $393K 0.17% -346 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,813 $393K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,805 $392K 0.16% -1,892 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,803 $392K 0.14% -546 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,797 $392K 0.01% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,778 $391K 0.18% -456 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,756 $389K 0.01% -169 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,755 $389K 0.01% -751 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,700 $386K 0.02% +908 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,680 $385K 0.05% +28 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 6,583 $383K 0.34% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 6,644 $383K 0.16% +67 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,613 $381K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,594 $380K 0.05% +127 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 6,584 $380K 0.31% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,576 $379K 0.02% +7 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,570 $379K 0.13% -125 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,564 $378K 0.15% 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,561 $378K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,727 $378K 0.02% +17 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,542 $377K 0.21% -655 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,527 $376K 0.03% new 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,484 $374K 0.07% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,473 $373K 0.32% -77 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,444 $371K 0.02% +2,546 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 6,350 $369K 0.19% +1,350 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,401 $369K 0.19% -338 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,384 $368K 0.12% +580 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,366 $367K 0.09% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,344 $366K 0.03% +1,093 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 6,356 $366K 0.18% +58 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,345 $366K 0.03% -1,913 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,345 $366K 0.07% +1,719 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,293 $363K 0.02% -95 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,278 $362K 0.01% -145 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,256 $361K 0.01% -213 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,228 $359K 0.01% -485 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,224 $359K 0.03% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,214 $358K 0.13% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,175 $356K 0.03% +114 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,157 $355K 0.04% +22 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,103 $355K 0.08% +268 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,135 $354K 0.04% +574 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,129 $353K 0.05% +147 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,125 $353K 0.03% +278 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,119 $353K 0.18% +855 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,975 $353K 0.01% +40 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,109 $352K 0.01% +2,099 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,107 $352K 0.1% +308 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,095 $351K 0.06% -5 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,042 $351K 0.01% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,064 $350K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,046 $348K 0.02% -533 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,042 $348K 0.07% -5 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,020 $347K 0.11% -660 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,018 $347K 0.12% -62 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,984 $345K 0.05% +40 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,978 $345K 0.01% -353 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,969 $344K 0.01% +1,582 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,955 $343K 0.05% +767 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,952 $343K 0.25% -17 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,943 $343K 0.05% -400 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 5,941 $342K 0.21% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,931 $342K 0.04% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,922 $341K 0.12% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,873 $339K 0.05% -180 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,865 $338K 0.02% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 5,860 $338K 0.03% -63 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,843 $337K 0.05% +510 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,822 $336K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,820 $335K 0.02% -1,350 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,810 $335K 0.01% +95 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,806 $335K 0.09% -832 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,762 $332K 0.02% +1,245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 5,714 $329K 0.07% +1,060 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,693 $329K 0.04% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 5,678 $327K 0.22% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,669 $327K 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,661 $326K 0.02% +544 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,599 $323K 0.05% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,587 $322K 0.28% +157 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,582 $322K 0.29% +373 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,580 $322K 0.01% +457 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,577 $321K 0.01% -2,602 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,625 $321K 0.03% +4 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $321K 0.51% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,535 $319K 0.15% new 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,534 $319K 0.01% -1,863 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,488 $318K 0.11% +1,264 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,462 $318K 0.02% new 13F-HR Timeline