Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,123 $383K 0.02% -1,657 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,092 $381K 0.01% -1,136 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,088 $380K 0.04% +1,324 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,069 $379K 0.05% +275 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,061 $379K 0.03% 0 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,058 $378K 0.05% -329 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,058 $378K 0.1% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,054 $378K 0.01% +758 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,052 $378K 0.03% +1,239 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,037 $377K 0.11% -2,724 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,965 $373K 0.24% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,964 $373K 0.02% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,055 $372K 0.05% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,959 $372K 0.16% -42 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,949 $372K 0.05% -66 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,948 $372K 0.01% -373 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,917 $370K 0.03% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,912 $369K 0.33% -2,882 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,835 $367K 0.09% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,875 $367K 0.01% -528 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,868 $367K 0.07% -454 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,850 $365K 0.33% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,826 $364K 0.2% +657 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,815 $363K 0.07% +459 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,976 $363K 0.03% -1,261 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,793 $362K 0.2% -199 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,792 $362K 0.02% +139 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,787 $361K 0.02% -184 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,786 $361K 0.08% -140 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,711 $357K 0.02% +152 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,708 $357K 0.02% -1,272 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,707 $357K 0.08% -261 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,698 $356K 0.01% +9 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,691 $356K 0.01% -11,751 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,673 $354K 0.03% -116 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,639 $352K 0.05% +621 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,635 $352K 0.02% +455 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,610 $350K 0.13% -41 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,600 $350K 0.07% -55 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,585 $349K 0.02% +959 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,540 $349K 0.08% +95 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $348K 0.51% 0 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,558 $347K 0.02% -58 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,557 $347K 0.08% +91 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,126 $346K 0.05% -105 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,500 $344K 0.04% +100 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,471 $342K 0.03% -499 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,470 $342K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,470 $342K 0.04% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,469 $342K 0.06% +325 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,469 $342K 0.14% +371 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,458 $341K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,445 $340K 0.16% -136 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,430 $339K 0.06% -110 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,418 $338K 0.01% -82 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,415 $338K 0.01% -103 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,417 $338K 0.02% -19 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,409 $338K 0.03% -325 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,405 $338K 0.03% -151 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 5,370 $335K 0.12% -650 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,348 $334K 0.06% -2,282 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,345 $334K 0.06% +158 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,342 $334K 0.02% +2,323 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,333 $333K 0.06% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,325 $333K 0.03% +10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,323 $333K 0.02% -947 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,312 $332K 0.05% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,305 $331K 0.19% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,304 $331K 0.03% -6 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,263 $329K 0.05% -70 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,256 $328K 0.15% -550 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,253 $328K 0.08% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,253 $328K 0.01% -1,871 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,232 $327K 0.03% -4,283 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,214 $326K 0.01% +1,208 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,206 $325K <0.01% +262 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,192 $324K 0.02% -613 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,188 $323K 0.02% +15 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,775 $323K 0.02% -1,175 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,141 $321K 0.01% +567 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 5,152 $321K 0.24% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,138 $321K 0.06% -185 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,107 $319K 0.07% -10,142 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 5,102 $319K <0.01% -9,263 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,590 $319K 0.03% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,050 $318K 0.04% -220 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,082 $317K 0.04% -150 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,699 $317K 0.15% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,074 $317K 0.04% -248 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,063 $317K 0.08% -257 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,060 $316K 0.07% +7 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,054 $316K 0.16% +190 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,042 $315K 0.21% +35 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,034 $314K 0.17% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 5,022 $314K 0.09% +77 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,020 $314K 0.09% -12,491 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,011 $313K 0.02% +635 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,000 $312K 0.01% -25 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,000 $312K 0.13% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,959 $312K 0.03% -60 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,998 $312K 0.28% -1,939 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,983 $311K 0.07% +31 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,971 $311K 0.16% +35 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,966 $310K 0.1% -738 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,952 $309K 0.03% +57 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,968 $309K 0.04% +283 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,939 $309K 0.01% -9,380 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,939 $309K 0.01% +67 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,913 $307K 0.02% +4,855 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,900 $306K 0.16% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,900 $306K 0.09% -23 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,895 $306K 0.01% -121 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,889 $305K 0.04% +119 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,881 $305K 0.01% -95 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,834 $304K 0.04% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,866 $304K <0.01% -168 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,866 $304K 0.02% -185 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,865 $304K 0.03% +996 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,863 $304K 0.19% -400 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,862 $304K 0.05% -1,679 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,846 $303K 0.11% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,836 $302K 0.17% +290 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,825 $301K 0.05% -187 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,818 $301K 0.02% -1,732 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,813 $301K 0.12% +12 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,788 $299K 0.12% +3 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,761 $297K 0.02% -127 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,753 $297K 0.19% -127 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,737 $296K 0.03% -1,501 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,728 $295K 0.06% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,724 $295K 0.23% +217 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,686 $295K 0.06% +13 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,708 $294K 0.16% -5 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,704 $294K 0.06% -30 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,700 $294K 0.18% -1,000 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,686 $293K 0.05% -267 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,670 $292K 0.06% -243 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,669 $292K 0.07% -317 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,658 $291K 0.07% -7,406 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,654 $291K 0.02% +45 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,649 $290K 0.13% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,643 $290K 0.02% +464 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,624 $289K 0.03% +1,380 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,620 $289K 0.02% -3,239 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,607 $288K 0.08% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,606 $288K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,598 $287K 0.05% -3,452 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,593 $287K 0.04% -193 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,593 $287K 0.03% +838 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,591 $287K 0.02% -170 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,581 $286K 0.04% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,579 $286K 0.02% -1,461 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,575 $286K 0.04% -375 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,554 $285K 0.05% +306 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,562 $285K 0.03% +274 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,570 $285K 0.02% -109,700 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,559 $285K 0.02% +63 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,589 $284K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,540 $284K 0.02% -1,605 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,530 $283K 0.03% -1,859 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,524 $283K <0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,523 $283K 0.08% -4,613 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,510 $282K 0.1% +313 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,506 $282K 0.04% +1 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,506 $281K 0.06% +10 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,501 $281K 0.01% +101 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,499 $281K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,488 $280K 0.01% -1,775 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,477 $280K <0.01% -2,985 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,437 $279K 0.09% -902 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,472 $279K 0.09% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,452 $278K 0.12% -15 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,450 $278K 0.02% -17 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 4,445 $278K 0.01% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,439 $277K 0.17% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,420 $276K 0.02% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,417 $276K 0.12% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,407 $275K 0.07% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,406 $275K 0.02% -300 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,390 $274K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,387 $274K 0.03% -352 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,057 $274K 0.1% +245 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,356 $272K 0.03% +27 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,351 $272K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,346 $271K 0.01% -186 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,342 $271K 0.06% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,333 $271K 0.12% +800 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,329 $270K 0.13% -42 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,319 $270K 0.1% -276 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,277 $269K 0.06% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,362 $269K 0.13% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,298 $268K 0.17% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,292 $268K 0.07% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,284 $268K 0.01% -494 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,263 $266K 0.07% -4,643 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,262 $266K <0.01% -44,744 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,225 $264K 0.08% -5,082 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,211 $263K 0.01% +34 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,209 $263K 0.01% +56 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,210 $263K 0.01% +90 13F-HR Timeline