Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,363 $1.23M 0.07% -8,673 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 15,312 $1.22M 1.02% +4,828 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 15,307 $1.22M -559 Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 15,281 $1.22M 0.85% -70 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,261 $1.22M 0.08% +588 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,225 $1.22M 0.02% +944 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 15,112 $1.21M 0.22% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,105 $1.21M 0.34% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 15,019 $1.2M 0.4% -1,815 13F-HR Timeline BANK OZK More: the full row for BANK OZK 15,019 $1.2M 0.5% -277 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,005 $1.2M 0.08% -178 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 14,984 $1.2M 0.89% -2,818 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,021 $1.2M 0.12% +1,336 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 14,962 $1.2M 0.62% 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 14,906 $1.19M 0.83% +698 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 14,895 $1.19M 0.71% +10 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,857 $1.19M 0.48% +2,007 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 14,851 $1.19M 0.13% +3,184 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 14,786 $1.18M 0.3% -1,010 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 14,701 $1.17M 0.46% +175 13F-HR/A Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14,675 $1.17M 0.3% -938 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 14,631 $1.17M 0.4% -1,731 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,420 $1.16M 0.1% -1,283,995 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 14,362 $1.15M 0.11% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 14,407 $1.15M 0.44% -1,925 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 14,403 $1.15M 0.62% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 14,341 $1.15M 0.16% -3,245 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 14,328 $1.14M 0.16% +2,430 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,327 $1.14M 0.36% -472 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 14,325 $1.14M 0 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,319 $1.14M 0.04% -2,792 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 14,315 $1.14M 0.8% +51 13F-HR/A Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 14,270 $1.14M 0.02% +3,395 13F-HR/A Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,242 $1.14M 0.08% +1,464 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,136 $1.13M 0.02% -1,737 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,095 $1.13M 0.01% +1,174 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 14,018 $1.12M 1.07% -280 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 14,000 $1.12M 0.04% -126,894 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 13,969 $1.12M 0.52% -2,004 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,782 $1.11M 0.03% +1,062 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,928 $1.11M 0.04% +304 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,854 $1.11M 0.11% +173 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,842 $1.11M 0.01% -2,608 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,701 $1.09M 0.11% -319 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,630 $1.09M 0.02% -692 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 13,502 $1.08M 0.09% +375 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 13,501 $1.08M 1% -23 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 13,497 $1.08M 0.28% +2,297 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,490 $1.08M 0.1% +954 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 13,440 $1.07M 0.06% -436 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 13,461 $1.07M 2.22% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 13,373 $1.07M 0.71% -1,795 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,252 $1.07M 0.03% -467 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 13,366 $1.07M 0.08% -864 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 13,350 $1.07M 0.1% -323 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 13,345 $1.07M 0.02% -1,355 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,283 $1.06M 0.18% +330 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 13,272 $1.06M 0.39% -1,103 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,265 $1.06M 0.3% -293 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 13,259 $1.06M 0.32% +603 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 13,248 $1.06M 0.56% -472 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 13,177 $1.05M 0.43% -2,422 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 13,170 $1.05M 1.13% 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 13,138 $1.05M 0.84% -105 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 13,109 $1.05M 0.61% -3,434 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,071 $1.04M 0.18% -136 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13,052 $1.04M -62 Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 13,051 $1.04M 0.29% -22,243 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,049 $1.04M 0.1% -519 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 13,047 $1.04M 0.22% -1 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,040 $1.04M 0.41% +240 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 13,016 $1.04M 0.11% -2,712 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,006 $1.04M 0.29% -640 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,000 $1.04M 0.31% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 13,000 $1.04M 0.13% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 12,963 $1.04M 0.04% -1,280 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,955 $1.03M 0.04% -1,597 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 12,946 $1.03M 0.22% +320 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,944 $1.03M 0.01% -3,136 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,926 $1.03M 0.23% -1,118 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 12,923 $1.03M 0.45% +1,075 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,879 $1.03M 0.7% -250 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,854 $1.03M 0.06% +4,517 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,836 $1.03M 0.57% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,793 $1.02M 0.02% -330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,742 $1.02M 0.02% -554 13F-HR/A Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,742 $1.02M 0.14% -203 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 12,737 $1.02M 0.26% -678 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 12,677 $1.01M 0.43% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,180 $1.01M 0.31% +92 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,607 $1.01M 0.04% -1,104 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 12,553 $1M 0.32% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,528 $1M 0.02% -804 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 12,500 $998K 0.18% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,479 $997K 0.03% -8,193 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 12,443 $994K 0.51% -2,084 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,439 $994K 0.13% -1,844 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,111 $991K 0.54% +2,430 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 12,394 $990K 0.08% -615 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12,338 $986K 0.5% -70 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 12,307 $983K 0.48% -9,038 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,277 $981K 0.08% -24,718 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 12,253 $979K 0.53% -1,200 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,250 $979K 0.1% 0 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 12,246 $978K 0.19% -1,358 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,210 $975K 0.09% -487 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,174 $972K 0.06% +2,641 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,161 $971K 0.5% +267 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,086 $965K 0.02% -32 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 12,070 $964K 0.28% +2,114 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,930 $959K 0.03% +139 13F-HR/A Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 12,000 $959K 0.48% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,978 $957K 0.02% -24,975 13F-HR/A Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 11,970 $956K 0.14% +640 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 11,868 $948K 0.08% +563 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,849 $946K 0.03% +2,481 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 11,831 $945K 0.03% -869 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,805 $943K 0.07% +693 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,800 $943K 0.11% +7,118 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,762 $940K 0.23% -1,216 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 11,686 $933K 0.54% +9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,670 $932K 0.09% -212 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 11,614 $928K 0.03% +1,955 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11,594 $926K 0.04% +600 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 11,569 $924K 0.03% -2,891 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,539 $922K 0.06% +2,600 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,439 $921K 0.26% -65 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,530 $921K 0.01% +1,352 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,521 $920K 0.18% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,501 $919K 0.19% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,476 $917K 0.05% +42 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,464 $916K 0.23% +8 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,450 $915K 0.89% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,385 $909K 0.09% -1,182 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,332 $905K 0.03% -65,791 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 11,276 $901K 0.25% -150 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,264 $900K 0.91% +382 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,261 $900K 0.01% -11,028 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,256 $899K 0.08% -1,768 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,249 $899K 0.01% -1,467 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,223 $897K 0.07% +1,592 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,216 $896K 0.04% -2,413 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 11,162 $892K 0.26% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,130 $889K 0.09% +515 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 11,130 $889K 0.43% -833 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 11,107 $887K 0.14% +600 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,891 $870K 0.09% -636 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,881 $869K 0.12% -255 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,855 $867K 0.34% -2,723 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,840 $866K 0.23% +25 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,838 $866K 0.14% +925 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 10,820 $864K 0.35% +200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,812 $864K 0.02% +1,367 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,799 $863K 0.34% -52 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,771 $860K 0.17% -424 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 10,755 $859K 0.07% -47 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 10,685 $854K 0.74% +1,917 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,675 $853K 0.22% -250 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,665 $852K 0.02% -273 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 10,650 $851K 0.3% -7,000 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 10,627 $849K 0.43% -4,690 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,594 $846K 0.04% +2,638 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 10,588 $846K 0.43% +536 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 10,566 $844K 0.53% -329 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,535 $842K 0.06% -33 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,516 $840K 0.15% -862 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,508 $839K 0.04% -1,481 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,478 $837K 0.02% +402 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,374 $829K 0.57% -1,240 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,367 $828K 0.69% +1,360 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,248 $819K 0.03% -64,411 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,206 $815K 0.13% +2,218 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 10,201 $815K 0.76% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,142 $813K +442 Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 10,113 $808K 0.15% -1,240 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,030 $801K 0.03% +9 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 10,023 $801K 0.19% +63 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 10,017 $800K 0.11% +704 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,009 $800K 0.03% +6,026 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 10,009 $800K 0.5% +213 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,996 $798K 0.19% -119 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,967 $796K 0.37% +544 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,958 $795K 0.81% -700 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,957 $795K 0.03% -1,597 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 9,945 $794K 0.24% +262 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,923 $793K 0.06% +3,017 13F-HR/A Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,899 $791K 0.36% +42 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 9,893 $790K 0.3% 0 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 9,855 $787K 0.06% +297 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,850 $787K 0.01% +121 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,774 $784K 0.05% +184 13F-HR Timeline J.W. 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