Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,499 $756K 0.01% 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,465 $756K 0.2% -91 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,453 $755K 0.13% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,439 $754K 0.24% -15 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,431 $753K 0.09% +4,942 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,413 $752K 0.46% -5,328 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,405 $751K 0.05% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9,361 $748K 0.19% +385 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 9,259 $740K 0.16% +1,935 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,256 $739K 0.24% +520 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,202 $735K 0.01% -874 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,200 $735K 0.29% -229 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,157 $734K 0.51% +933 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,181 $733K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,169 $732K 0.03% +555 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 9,108 $728K 0.14% +1,692 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 18,127 $721K 0.09% +9,018 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,024 $721K 0.09% -3,908 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,915 $718K 0.15% -1,435 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,100 $718K 0.04% +60 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,981 $717K 0.51% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,970 $717K 0.32% -488 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,904 $712K 0.07% +1,318 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,810 $704K 0.05% +550 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,753 $703K 0.61% -2,074 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,751 $699K 0.08% +247 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,748 $699K 0.33% +30 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,715 $696K 0.13% +804 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 8,681 $693K 0.23% -93 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 8,645 $691K 0.54% -50 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 8,635 $690K 0.04% -1,301 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,635 $690K 0.14% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,624 $689K 0.13% -1,243 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 8,619 $688K 0.7% +44 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,613 $688K 0.18% -1,985 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,594 $687K 0.04% +414 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 8,568 $684K 0.06% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,554 $683K 0.03% +943 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,513 $683K 0.04% +1,858 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,550 $683K 0.07% +741 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 8,526 $681K 0.07% -3,990 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8,508 $680K 0.6% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,486 $678K 0.07% -669 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 8,486 $678K 0.02% -13,175 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,400 $677K 0.19% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,421 $673K 0.04% +371 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,374 $669K 0.05% -110 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,289 $668K 0.2% -103 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 8,347 $667K 0.24% +81 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,302 $663K 0.01% -28 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,283 $662K 0.06% +201 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,214 $656K 0.06% -131 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,121 $654K 0.11% -515 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,181 $654K 0.53% +41 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,169 $653K 0.01% -1,228 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,154 $651K 0.3% +281 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 8,104 $647K 0.5% +72 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,083 $646K 0.05% +2,797 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,059 $644K 0.01% -184 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,045 $643K 0.02% -8,281 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,035 $642K 0.46% +25 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 8,000 $639K 0.23% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,967 $636K 0.07% +251 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 7,923 $633K <0.01% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,910 $632K 0.48% +204 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,909 $632K 0.35% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,906 $632K 0.4% -18 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,894 $631K 0.12% +1,551 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,882 $630K 0.05% -790 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,876 $629K 0.02% +11 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,872 $629K 0.31% -180 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,858 $628K 0.18% +35 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,831 $626K 0.02% -642 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,816 $624K 0.03% +277 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,794 $623K 0.06% -176 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,741 $618K 0.36% -94 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,702 $615K 0.05% -944 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,676 $613K 0.1% -358 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 7,680 $613K 0.2% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 7,603 $607K 0.16% -97,957 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,525 $606K 0.03% -29 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,541 $602K 0.19% -356 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,528 $601K 0.11% +252 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,516 $600K 0.22% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,509 $600K 0.08% -6,927 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,529 $599K 0.16% +803 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,483 $598K 0.03% -8,857 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,473 $597K 0.12% -1,298 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 7,469 $597K 0.27% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,468 $597K 0.26% +334 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,466 $596K 0.18% +18 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 7,460 $596K 0.18% +2,031 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,451 $595K 0.04% +51 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,450 $595K 0.02% +5,047 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,447 $595K 0.13% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,442 $594K 0.27% +3,068 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,431 $594K 0.1% +15 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,419 $593K 0.13% +534 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,417 $592K 0.18% -145 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,410 $592K 0.09% -346 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,375 $589K 0.07% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,341 $586K 0.35% +95 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,266 $580K 0.57% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,191 $580K 0.22% -119 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,009 $579K 0.02% +2,139 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,188 $574K 0.07% -5,190 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,187 $574K 0.06% -2,113 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,147 $571K 0.02% -20 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,146 $571K 0.38% +3,629 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,136 $570K 0.11% +623 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,134 $570K 0.02% -156 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,134 $570K 0.08% +1,654 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,132 $570K 0.03% +3,202 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,069 $565K 0.11% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,065 $564K 0.52% 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 7,000 $559K 0.08% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,977 $557K 0.24% +168 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,976 $557K 0.11% +431 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,954 $555K 0.42% +455 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 6,953 $555K 0.03% +1,750 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,942 $555K 0.04% +2,252 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 6,936 $554K 0.14% +680 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 6,936 $554K 0.43% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,934 $554K 0.03% +490 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,875 $552K 0.02% 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 6,898 $551K 0.23% -27 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 6,893 $551K 0.14% -284 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,884 $550K 0.02% +379 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,878 $549K 0.06% +305 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,874 $549K 0.07% -5,599 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,865 $548K 0.16% -50 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,967 $548K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,805 $548K 0.01% -2,472 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,822 $545K 0.03% +2,740 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,800 $543K 0.07% +576 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,793 $543K 0.15% 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,761 $540K 0.16% -490 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,751 $539K 0.1% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,673 $535K 0.08% -586 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,677 $533K 0.06% -1,390 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,675 $533K 0.08% -133 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 6,633 $530K 0.22% +61 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,631 $530K 0.43% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,630 $530K 0.2% +494 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,618 $529K 0.23% -300 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,612 $528K 0.05% -37 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,566 $527K 0.18% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,533 $522K 0.14% +397 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,530 $522K 0.4% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,524 $521K 0.01% -565 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,497 $519K 0.2% -736 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,472 $517K 0.07% -59 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,470 $517K 0.33% +1,242 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,465 $516K 0.06% 0 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,448 $515K 0.17% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 6,442 $515K 0.55% -150 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,285 $514K 0.52% -821 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,427 $513K 0.26% +228 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,424 $513K 0.06% -34,733 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,408 $512K 0.05% +115 13F-HR/A Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 6,400 $511K 0.21% 0 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 6,327 $509K 0.37% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,377 $509K 0.03% -55 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,374 $509K 0.03% +4,123 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,357 $508K 0.18% -1,035 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,354 $508K 0.01% -9 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 6,296 $507K 0.02% +272 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,325 $505K 0.26% -200 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,300 $503K 0.4% -200 13F-HR Timeline City State Bank More: the full row for City State Bank 6,285 $502K 0.18% -333 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,262 $500K 0.06% +1,446 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 6,235 $498K 0.19% -1,979 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,231 $498K 0.03% -42 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,231 $498K 0.04% -187 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,215 $496K 0.13% -38 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,199 $495K 0.3% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,184 $494K 0.04% -97 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,152 $491K 0.19% -432 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,146 $491K 0.03% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 6,134 $490K 0.14% 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,133 $490K 0.17% -266 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,118 $489K 0.01% -2,831 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,090 $486K 0.04% -8,952 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,084 $486K 0.28% +1,200 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 6,040 $482K 0.47% 0 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,000 $479K 0.05% 0 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,000 $479K 0.14% -586 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 5,949 $475K 0.13% -1,815 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,952 $475K 0.12% -465 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,946 $475K 0.1% -244 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,934 $474K <0.01% -4,059 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,933 $474K 0.38% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,928 $474K 0.04% +815 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,915 $472K 0.37% -250 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,894 $471K 0.38% +1,589 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,884 $470K 0.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,802 $468K 0.02% +1,004 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,828 $466K 0.33% -491 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,816 $465K 0.07% +98 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,815 $465K 0.11% -250 13F-HR Timeline