United Community Bank in group United Community Bank More: the full row for United Community Bank 5,804 $312K 0.12% -2,920 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,799 $312K 0.09% -238 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,796 $312K 0.06% -72 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,792 $312K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,789 $312K 0.02% +78 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,789 $312K 0.01% -265 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,715 $308K 0.01% -108,262 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 5,678 $306K 0.2% +815 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,667 $305K 0.06% +529 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,631 $303K 0.13% +162 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,599 $301K 0.06% -1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,571 $300K 0.01% -14 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 5,571 $300K 0.2% 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $300K 0.42% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,561 $299K 0.03% -2,314 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,513 $297K 0.04% -4,133 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,500 $296K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,475 $295K 0.03% +1,621 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,461 $294K 0.1% -149 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,460 $294K 0.07% -97 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,445 $293K 0.14% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,441 $293K 0.02% +901 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,436 $293K 0.03% +843 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,430 $292K 0.26% -482 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,417 $292K 0.01% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,415 $291K 0.13% -1,105 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,405 $291K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,400 $291K 0.01% +1,316 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,384 $290K 0.02% -289 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,382 $290K 0.02% -594 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 5,370 $289K 0.09% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,369 $289K 0.03% -719 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,355 $288K 0.02% -280 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,342 $288K 0.08% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,342 $288K 0.15% -451 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,336 $287K 0.04% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,333 $287K 0.05% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,313 $286K 0.06% +206 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,270 $286K 0.03% +220 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,311 $286K 0.02% -98 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,287 $285K 0.05% -1,669 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,264 $283K 0.25% 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,264 $283K 0.15% +428 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,256 $283K 0.11% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,251 $283K 0.02% +63 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,239 $282K 0.02% -548 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,236 $282K 0.15% -69 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,214 $281K 0.1% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,210 $280K 0.02% -1,987 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,209 $280K 0.25% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,201 $280K <0.01% -5 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,188 $279K 0.04% -75 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,181 $279K 0.01% -234 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 5,177 $279K 0.2% +25 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,111 $278K 0.06% -429 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,148 $277K 0.01% +1,705 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,136 $276K 0.06% -650 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,127 $276K 0.29% -3,045 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,123 $276K 0.01% -752 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 5,120 $276K 0.06% +137 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,117 $275K 0.02% -75 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,109 $275K 0.04% -840 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,095 $274K 0.06% +1,795 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,082 $274K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,077 $273K 0.06% +17 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,075 $273K 0.08% -10,943 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,068 $273K 0.02% -640 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,063 $273K 0.07% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,054 $272K 0.01% -288 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,050 $272K 0.04% +216 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,000 $272K 0.15% -3,000 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,039 $271K 0.02% -6,640 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,027 $271K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,032 $271K 0.02% -272 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,020 $270K 0.06% 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 5,010 $270K 0.13% +39 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,003 $269K 0.1% -1,600 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,000 $269K 0.01% 0 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 5,000 $269K 0.25% 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,000 $269K 0.11% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,034 $268K 0.02% -741 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,975 $268K 0.02% -495 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,948 $266K 0.06% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,895 $266K 0.02% -64 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,923 $265K 0.07% +23 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,918 $265K 0.06% -2,088 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,910 $264K 0.21% -2,395 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,908 $264K 0.02% -2,174 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 4,900 $264K <0.01% -353 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,884 $263K 0.17% -158 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,884 $263K 0.02% -29 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,878 $263K 0.07% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,865 $262K 0.03% -24 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,852 $261K 0.02% -471 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,842 $261K 0.09% -4 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,841 $261K <0.01% -1,107 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,362 $259K 0.12% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,793 $258K 0.03% -281 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,785 $258K 0.01% -96 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,287 $257K 0.01% -579 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,761 $256K 0.06% -492 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,757 $256K 0.07% -3,948 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,752 $256K 0.01% +1,036 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,750 $256K 0.04% -680 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,749 $256K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,747 $256K 0.02% -485 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,702 $255K 0.05% +16 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,088 $255K 0.04% -1,038 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,731 $255K 0.06% +1,006 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,728 $255K 0.05% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,727 $254K 0.05% +57 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,705 $253K 0.05% +1 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,700 $253K 0.13% -200 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,589 $253K 0.03% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,692 $253K 0.09% -96 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,686 $252K 0.04% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,678 $252K 0.04% -147 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,654 $251K 0.06% -1,053 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,651 $250K 0.02% -167 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,649 $250K 0.1% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,648 $250K 0.01% +69 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,390 $250K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,635 $250K 0.02% +724 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,628 $249K 0.27% -96 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,626 $249K 0.05% -43 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,625 $249K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,250 $249K 0.01% +544 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,614 $248K 0.08% -4,161 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,211 $247K 0.08% +3,099 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,591 $247K 0.02% 0 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,595 $247K 0.11% -104 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,561 $246K 0.04% -20 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,428 $244K 0.03% -540 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,530 $244K 0.02% -113 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,523 $243K 0.06% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,522 $243K 0.15% -231 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,517 $243K 0.02% -954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,508 $243K 0.03% +2 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,499 $242K 0.05% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,490 $242K 0.04% -4,122 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,482 $241K 0.23% 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,473 $241K 0.1% +21 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,468 $241K 0.02% +687 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,457 $240K 0.09% +300 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,449 $239K 0.02% -110 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 4,445 $239K 0.01% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,439 $239K 0.14% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,397 $239K 0.17% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,425 $238K 0.09% -388 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,420 $238K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,414 $238K 0.13% -620 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,406 $237K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,396 $237K 0.01% -615 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,388 $236K 0.02% -218 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,387 $236K <0.01% -1,071 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,962 $235K 0.01% +676 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,368 $235K 0.07% -239 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,355 $234K <0.01% -511 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,351 $234K 0.03% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,350 $234K 0.07% -672 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,342 $234K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,337 $233K 0.02% -50 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,330 $233K 0.02% +205 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,327 $233K 0.07% -639 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,325 $233K 0.01% -329 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,298 $231K 0.15% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,295 $231K 0.03% -280 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,292 $231K 0.05% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,290 $231K 0.02% -66 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,282 $230K 0.01% -338 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,224 $229K 0.06% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,263 $229K 0.05% -144 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,258 $229K 0.05% -6,200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,172 $225K 0.01% +137 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 4,147 $223K 0.01% +74 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,136 $223K 0.01% -73 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,137 $223K 0.1% -571 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,124 $222K 0.01% -364 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,099 $221K 0.04% -499 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,081 $220K 0.01% +400 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 4,060 $219K 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,054 $218K 0.01% -106 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,049 $218K 0.05% -214 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,047 $218K 0.03% -73 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,047 $218K 0.02% +247 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,031 $217K 0.02% +285 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,030 $217K <0.01% -2,781 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,020 $216K 0.02% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,016 $216K 0.15% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,010 $216K 0.01% -200 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,000 $215K 0.02% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,000 $215K 0.08% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,997 $215K 0.07% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,981 $214K 0.03% -881 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,980 $214K 0.06% -245 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,979 $214K 0.04% -193 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 3,974 $214K 0.2% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,962 $213K 0.03% -3,361 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,969 $213K 0.05% +135 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,954 $213K 0.04% 0 13F-HR Timeline