MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,473 $1.36M 0.15% -161 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,472 $1.36M 0.34% -46 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,463 $1.35M 0.05% -165 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,457 $1.35M 0.25% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,454 $1.35M 0.05% -91 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,453 $1.35M 0.14% -83 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,438 $1.35M 0.1% +84 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 8,427 $1.35M 0.19% -573 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 8,416 $1.35M 0.11% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,395 $1.34M 0.3% -3,261 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,382 $1.34M 0.01% new 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,364 $1.34M 0.26% -100 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 8,339 $1.34M 0.3% +397 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,327 $1.33M 0.14% +4 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,322 $1.33M 0.3% -195 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,021 $1.33M 0.17% +136 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 8,268 $1.32M 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,243 $1.32M 0.41% +212 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 8,234 $1.32M 0.01% -11,539 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,221 $1.32M 0.03% +12 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,201 $1.31M 0.32% -57 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 8,159 $1.31M 1.3% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,141 $1.3M 0.04% -378 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,073 $1.29M 0.11% -74 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 8,059 $1.29M 0.07% -33 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8,058 $1.29M 0.14% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,045 $1.29M 0.04% -1,965 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,014 $1.28M 0.06% +36 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 $1.28M 4.47% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,000 $1.28M 0.17% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,951 $1.27M 0.54% -1,063 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,942 $1.27M 1.18% 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 7,917 $1.27M 0.02% -2,923 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,896 $1.26M <0.01% +6,969 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,860 $1.26M 0.13% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,856 $1.26M 0.07% +580 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,797 $1.25M 0.05% -663 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,773 $1.24M +151 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,729 $1.24M <0.01% -620 13F-HR/A Timeline Dodge & Cox More: the full row for Dodge & Cox 7,676 $1.23M <0.01% -20 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,661 $1.23M 0.13% -376 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,656 $1.23M 0.07% +3,017 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,634 $1.22M 0.07% -49 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,626 $1.22M 0.18% -443 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 7,595 $1.22M 1.02% 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 Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,081 $1.21M 0.08% +82 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,545 $1.21M 0.12% +1,128 13F-HR/A Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,544 $1.21M 0.24% -1,473 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,442 $1.19M 0.06% +1,676 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,431 $1.19M 0.03% +55 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,419 $1.19M 0.01% +1,108 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,410 $1.19M 0.12% +3 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,398 $1.18M 0.11% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,366 $1.18M 0.02% +38 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,365 $1.18M 0.12% -855 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,353 $1.18M 0.05% -105 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,351 $1.18M 0.02% +510 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,319 $1.17M 0.01% +4 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,809 $1.17M 0.09% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,291 $1.17M 0.23% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,721 $1.16M 0.03% -270 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,248 $1.16M 0.46% +4 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,212 $1.15M <0.01% -1,020 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,201 $1.15M 0.13% -1,247 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,200 $1.15M 0.14% -1,100 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,079 $1.15M 0.03% +637 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,188 $1.15M 0.03% +173 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,169 $1.15M 0.07% +357 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,168 $1.15M 0.11% +1,262 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,165 $1.15M 0.24% -340 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,125 $1.14M 0.14% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,084 $1.13M 0.47% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,076 $1.13M 0.69% -2,740 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,075 $1.13M 0.04% -15,570 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,075 $1.13M 0.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,070 $1.13M 0.04% -216 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,034 $1.13M 0.45% -700 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,026 $1.12M 0.32% -285 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,013 $1.12M 0.06% +1,640 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 7,012 $1.12M 0.58% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,002 $1.12M 0.22% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,000 $1.12M 0.33% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,976 $1.12M 0.07% -489 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,971 $1.12M 0.01% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,971 $1.12M 0.75% +1,301 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,922 $1.12M 0.02% -745 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,955 $1.11M 0.04% +838 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,915 $1.11M 0.01% +198 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,915 $1.11M 0.19% +7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,913 $1.11M 0.07% -97 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,932 $1.11M 0.04% -24 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,898 $1.1M 0.04% +843 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,888 $1.1M 0.02% -149 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,847 $1.1M 0.16% -19 13F-HR/A Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,834 $1.09M -908 Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,765 $1.08M 0.14% +658 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,722 $1.08M 0.05% -46 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,702 $1.07M 0.3% -180 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,664 $1.07M 0.04% +18 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,655 $1.06M 0.26% -133 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,639 $1.06M 0.05% -12 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,551 $1.06M 0.16% -32,132 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,620 $1.06M 0.3% -48 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,548 $1.06M 0.04% +1,702 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,584 $1.05M 0.1% -288 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,569 $1.05M 1.2% -4,934 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,531 $1.05M 0.1% -300 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,526 $1.04M 0.07% +11 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,506 $1.04M 0.29% +2,101 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,508 $1.04M 0.02% -557 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,495 $1.04M 0.25% -375 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 6,474 $1.04M 0.28% -2,735 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,361 $1.04M 0.1% +39 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 6,469 $1.04M 0.58% 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 6,457 $1.03M 0.59% -255 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,423 $1.03M 0.14% -10,875 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,454 $1.03M 0.01% +3,254 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 6,453 $1.03M 0.16% -18,949 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 6,424 $1.03M 0.28% +163 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,420 $1.03M 0.07% -1,041 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,410 $1.03M 0.04% -593 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,400 $1.02M 0.77% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,398 $1.02M 0.06% +248 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,394 $1.02M 0.08% -30 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,390 $1.02M 0.21% -213 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,386 $1.02M 0.13% +101 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,378 $1.02M 0.07% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,377 $1.02M 0.03% -178 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,369 $1.02M 0.08% +34 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,322 $1.01M 0.03% -1,027 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,316 $1.01M <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,296 $1.01M 0.08% +140 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,291 $1.01M 0.05% -318 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,208 $1M 0.05% +3,603 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,259 $1M 0.29% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,257 $1M 0.04% +403 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,255 $1M 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,529 $999K 0.08% -7,765 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,238 $999K 0.08% -293 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,230 $997K 0.37% -16 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,225 $997K 0.04% -400 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,197 $992K 0.05% +1,175 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,163 $987K 0.33% -4 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,155 $985K 0.01% -901 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,150 $985K 0.39% +842 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,100 $977K 0.06% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,094 $976K 0.26% +49 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,090 $975K 0.26% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,065 $971K 0.13% -15,481 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,049 $968K 0.22% -198 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,035 $966K 0.03% -461 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,011 $962K 0.28% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,966 $955K 0.04% -6,472 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,925 $949K 0.18% -225 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,916 $947K 0.92% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,892 $943K 0.13% -244 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 5,890 $943K 0.15% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,890 $943K 0.4% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,887 $943K 0.07% -28 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,878 $941K 0.12% +180 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,874 $940K 0.08% -234 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,873 $940K 0.26% -500 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,862 $939K 0.26% 0 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 5,854 $937K 0.72% +2,927 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,846 $936K 0.1% -100 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,804 $929K 0.16% +15 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,787 $927K 0.01% +696 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,775 $925K 0.06% -19 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 5,771 $924K 0.36% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,731 $918K 0.03% -577 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,719 $916K 0.41% +85 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,703 $913K 0.2% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,700 $913K 0.01% -100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,663 $907K 0.01% -1,929 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,658 $906K 0.04% +2,910 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,620 $900K 0.01% -1,712 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,618 $899K 0.17% +100 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,618 $899K 0.25% -17 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,616 $899K 0.06% +23 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,614 $899K 0.08% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,615 $899K 0.09% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,612 $899K 0.04% -529 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,580 $893K 0.63% -206 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,578 $893K 0.04% +1,203 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,540 $887K 0.02% +892 13F-HR Timeline Pinnacle West Asset Management, Inc. 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