HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,532 $1.32M 0.1% +231 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,519 $1.32M 0.04% -144 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,517 $1.32M 0.3% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,518 $1.32M 0.33% +6 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,464 $1.31M 0.29% -2,833 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,460 $1.31M 0.06% -61 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,457 $1.31M 0.25% +190 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,448 $1.31M 0.15% -7,731 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,435 $1.31M 0.02% +2,832 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 8,416 $1.31M 0.11% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,387 $1.3M 0.03% +177 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,354 $1.3M 0.1% +40 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,350 $1.3M 0.35% -247 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,349 $1.3M 0.01% -320 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,323 $1.29M 0.14% +5 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,300 $1.29M 0.16% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,999 $1.29M 0.09% -52 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,294 $1.29M 0.02% +159 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,930 $1.29M +571 Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 8,268 $1.28M 0.01% new 13F-HR/A Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,258 $1.28M 0.32% +44 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,232 $1.28M 0.01% -77,928 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,220 $1.28M 0.13% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,209 $1.27M 0.03% +14 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,147 $1.26M 0.11% +10 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,121 $1.26M 0.13% -4,085 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 8,092 $1.26M 0.07% +36 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,080 $1.25M 0.01% +15 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,069 $1.25M 0.23% -20 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,058 $1.25M 0.15% -300 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,049 $1.25M 0.04% +4,009 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 8,037 $1.25M 0.14% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,031 $1.25M 0.41% +199 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 8,000 $1.24M 5.12% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,000 $1.24M 0.18% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,978 $1.24M 0.06% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,942 $1.23M 0.28% +187 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,887 $1.21M 0.11% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,885 $1.2M 0.16% -2,916 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,742 $1.2M 0.1% +58 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,734 $1.2M 0.52% +34 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 7,696 $1.19M <0.01% -1,450 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,683 $1.19M 0.07% -1,000 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,624 $1.18M 0.12% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,622 $1.18M +45 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,667 $1.18M 0.02% 0 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 7,600 $1.18M 0.29% -6,800 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,592 $1.18M 0.02% -601 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,562 $1.17M 0.02% +78 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,376 $1.17M 0.03% +5,255 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,649 $1.17M 0.1% -63 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,505 $1.16M 0.26% -218 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,465 $1.16M 0.08% +717 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,458 $1.16M 0.05% +123 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,407 $1.15M 0.12% -25 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,398 $1.15M 0.11% +89 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,461 $1.15M 0.09% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,377 $1.14M 0.11% +293 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,956 $1.14M 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,349 $1.14M 0.05% +1,577 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,332 $1.14M 0.03% +3,178 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,332 $1.14M 0.01% +2,132 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,328 $1.14M 0.02% +521 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,315 $1.14M 0.01% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,311 $1.13M 0.32% -28 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,286 $1.13M 0.03% +1,858 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,276 $1.13M 0.07% +448 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,244 $1.12M 0.44% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 7,222 $1.12M 0.03% -5,816 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,216 $1.12M 0.04% +5,274 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,199 $1.12M <0.01% +1,022 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,156 $1.11M 0.27% -11,276 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,125 $1.11M 0.14% -313 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,084 $1.1M 0.47% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,075 $1.1M 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,065 $1.1M 0.02% -35 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,056 $1.1M 0.01% -396,311 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,050 $1.09M <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,037 $1.09M 0.02% +628 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,015 $1.09M 0.03% -356 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,010 $1.09M 0.07% +3 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,003 $1.09M 0.04% -694 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,002 $1.09M 0.23% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,000 $1.09M 0.34% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,971 $1.08M 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,950 $1.08M -2,239 Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,908 $1.08M 0.2% -204 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,442 $1.07M 0.03% +171 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,991 $1.07M 0.03% +268 13F-HR/A Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,882 $1.07M 0.29% -49 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,870 $1.07M 0.26% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,872 $1.07M 0.1% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,866 $1.07M 0.17% +540 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,841 $1.06M 0.02% +582 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,831 $1.06M 0.1% -654 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,812 $1.06M 0.07% +101 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,788 $1.05M 0.26% +8 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,768 $1.05M 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,717 $1.04M 0.01% -393 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 6,712 $1.04M 0.58% +44 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,671 $1.04M 0.87% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,668 $1.03M 0.29% -7 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,651 $1.03M 0.05% -102 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,646 $1.03M 0.04% -22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,625 $1.03M 0.05% +346 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,609 $1.03M 0.06% -36 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,603 $1.02M 0.21% -12 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,555 $1.02M 0.04% +93 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,531 $1.01M 0.09% -159 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,515 $1.01M 0.06% -21 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,496 $1.01M 0.03% +798 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,458 $1M 0.49% +4 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,424 $997K 0.08% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,417 $996K 0.22% -181 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 6,408 $994K 0.02% +862 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,400 $993K 0.73% -967,936 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,389 $991K 0.18% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,373 $989K 0.21% -110 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,356 $986K 0.07% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,322 $986K 0.1% -929 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,335 $983K 0.07% +499 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,316 $980K <0.01% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,311 $979K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,308 $979K 0.04% +2,316 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,285 $975K 0.13% +1 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 6,261 $972K 0.25% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,255 $971K 0.02% -62 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,247 $970K 0.22% -219 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,246 $969K 0.36% -600 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,219 $965K 0.01% +593 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,167 $957K 0.33% -2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,156 $955K 0.07% -172 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,150 $954K 0.18% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,150 $954K 0.06% -26 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,136 $952K 0.14% -12 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,117 $949K 0.03% -13 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,108 $948K 0.08% -50 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,107 $948K 0.13% +67 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,100 $947K 0.05% -280 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,090 $945K 0.26% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,055 $940K 0.03% +807 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,045 $938K 0.26% +61 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 6,042 $938K 0.42% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,141 $935K 0.05% +276 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,011 $933K 0.27% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,949 $923K 0.05% -3,307 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,946 $923K 0.1% -10 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,915 $918K 0.06% -206 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,474 $917K 0.14% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,906 $917K 0.09% +1,048 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,890 $914K 0.39% +1 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,862 $910K 0.26% -250 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,854 $908K 0.03% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,800 $900K 0.01% -3,675 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,794 $899K 0.06% -4 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,789 $898K 0.16% -20 13F-HR/A Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,786 $898K 0.65% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,766 $895K 0.05% +1,046 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,703 $885K 0.21% -45 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,698 $884K 0.11% +53 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,670 $880K 0.64% +1,305 13F-HR/A Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 5,655 $878K 0.32% -2,149 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,635 $874K 0.25% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,634 $874K 0.39% -175 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,615 $871K 0.09% -3,875 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,593 $868K 0.06% +25 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,588 $867K 0.04% +480 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,575 $865K 0.56% +25 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,558 $863K 0.24% +5 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,555 $862K 0.37% -9 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,552 $862K 0.36% -17 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,550 $861K 0.14% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,518 $856K 0.16% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,490 $852K 0.1% -353 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,485 $851K 0.29% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,478 $850K 0.34% -53 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,435 $843K 0.02% +1,585 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,434 $843K 0.26% +234 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,421 $841K 0.16% -3,235 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 5,418 $841K 0.02% +918 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,401 $838K 0.5% -100 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 5,400 $838K 0.07% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,373 $834K 0.54% +75 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,373 $834K 0.04% +225 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,373 $834K 0.05% +863 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,360 $832K 0.11% +225 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,308 $824K 0.37% -149 13F-HR/A Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,307 $824K 0.29% new 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 5,301 $823K 0.44% +1,286 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,294 $822K 0.02% +148 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,285 $820K 0.12% 0 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,262 $816K 0.12% -321 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,234 $816K 0.29% -18 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,254 $815K 0.03% +1,998 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $815K 0.08% 0 13F-HR Timeline NavPoint Financial, Inc. 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