OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,067 $1.17M 0.61% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 8,063 $1.17M 0.1% -10 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,018 $1.16M 0.09% -501 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 8,012 $1.16M 0.96% +417 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,000 $1.16M 0.15% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,983 $1.16M 0.01% -580 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,954 $1.16M 0.06% -4,778 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,947 $1.15M 0.06% +91 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,925 $1.15M 0.74% -562 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,952 $1.15M 1.01% +10 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,901 $1.15M 0.27% -1,100 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,896 $1.15M 0.04% -1,191 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,870 $1.14M 0.07% -189 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,861 $1.14M <0.01% -22,777 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 7,817 $1.14M 0.36% -1,185 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,809 $1.13M <0.01% +80 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,710 $1.12M 0.08% +1,823 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 7,676 $1.11M <0.01% 0 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 7,676 $1.11M -97 Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,668 $1.11M 0.15% +42 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,661 $1.11M 0.13% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,583 $1.1M 0.76% +612 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,583 $1.1M 0.45% 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,544 $1.1M 0.22% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,459 $1.08M 0.31% +433 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 7,457 $1.08M 0.02% +3,474 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,441 $1.08M 0.03% +10 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,417 $1.08M 0.28% +943 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,407 $1.08M 0.11% -3 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,392 $1.07M <0.01% +2,219 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,379 $1.07M 0.06% -255 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,365 $1.07M 0.1% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,348 $1.07M 0.1% -50 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,347 $1.07M 0.08% +3,420 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,327 $1.06M 0.05% -470 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,264 $1.06M 0.04% +366 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,258 $1.05M 0.01% -161 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,253 $1.05M 0.04% -100 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,244 $1.05M 0.4% -4 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,129 $1.04M 0.3% +3,704 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,084 $1.03M 0.45% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,082 $1.03M 0.22% -1,282 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,075 $1.03M 0.02% 0 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 MCF Advisors LLC More: the full row for MCF Advisors LLC 7,025 $1.02M 0.04% +12 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,014 $1.02M 0.03% -174 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 7,012 $1.02M 0.54% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,011 $1.02M 0.13% -114 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,001 $1.02M 0.02% -2,147 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 7,000 $1.02M 0.13% new 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,000 $1.02M 0.31% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 6,988 $1.01M 0.93% +1,072 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,971 $1.01M 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,952 $1.01M 0.03% -3 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,945 $1.01M 0.03% -125 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,943 $1.01M 0.23% -59 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,924 $1.01M 0.17% +9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,912 $1M 0.07% -64 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,893 $1M 0.04% -1,925 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,889 $1M 0.09% -656 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,883 $999K 0.02% +375 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,850 $995K 0.05% +452 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,846 $994K 0.06% -323 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,214 $993K 0.06% +133 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,832 $992K 0.07% -2,218 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,830 $992K 0.01% -536 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,800 $988K 0.21% -365 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,800 $988K 0.04% +390 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,795 $987K 0.02% -556 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,767 $986K 0.02% -312 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,747 $980K 0.02% -141 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 6,747 $980K 0.11% -2,384 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,719 $976K 0.09% -3,937 13F-HR Timeline Group Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,692 $972K 0.57% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,782 $972K 0.02% +61 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,672 $969K 0.41% -362 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,666 $968K 0.12% -99 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,639 $964K 0.04% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,636 $964K 0.04% -28 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,605 $959K 0.25% -15 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 6,599 $958K 0.57% +142 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,584 $956K 0.09% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,531 $948K 0.09% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,526 $948K 0.47% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,519 $947K 0.06% -7 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,517 $946K 0.24% -138 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,495 $943K 0.22% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 6,492 $943K 0.31% +68 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,487 $942K 0.12% +609 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 6,467 $939K 0.52% -2 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,461 $938K 0.43% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,458 $938K 0.23% +1,909 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,454 $937K 0.01% 0 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,452 $937K 0.29% +193 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,439 $935K 0.05% +242 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,387 $928K 0.12% +1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,380 $927K 0.03% -695 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,374 $926K 0.05% +83 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,358 $923K 0.27% -344 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,340 $921K 0.18% -50 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,316 $917K <0.01% 0 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 6,316 $917K 0.07% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST POINT INC. More: the full row for TRUST POINT INC. 6,305 $916K 0.08% -2,471 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,294 $914K 0.06% -619 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,257 $909K 0.04% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,252 $908K 0.05% -470 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,360 $907K 0.03% -188 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,217 $903K 0.1% new 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 6,150 $893K 0.25% +2,200 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 6,127 $890K 0.1% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,122 $889K 0.15% -331 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,115 $888K 0.31% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,114 $888K 0.02% -141 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,112 $888K 0.3% -51 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,740 $887K 0.01% +2,941 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,097 $885K 0.07% -199 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,087 $884K 0.06% -333 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,035 $876K 0.03% -342 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,026 $875K 0.07% -212 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,011 $873K 0.26% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,000 $871K 0.06% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,999 $871K 0.06% +880 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,984 $869K 0.04% -241 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 5,990 $869K 0.22% -100 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,059 $867K 0.11% -364 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,950 $864K 0.01% -972 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,941 $863K 0.15% -22,281 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,900 $857K 0.19% -149 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,896 $856K 0.03% -70 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,890 $855K 0.35% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,873 $853K 0.24% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,854 $850K 0.12% -38 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,848 $849K 0.01% +430 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,833 $847K 0.07% -561 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,827 $846K 0.14% +23 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,775 $839K 0.06% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,766 $837K 0.04% +108 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,758 $836K 0.07% +886 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,757 $836K 0.02% +26 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,525 $832K 0.03% -1,407 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,719 $831K 0.38% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,711 $829K 0.59% +131 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,654 $821K 0.06% +38 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,626 $817K 0.28% +172 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,623 $817K 0.09% -223 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,618 $816K 0.16% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,618 $816K 0.24% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,615 $815K 0.08% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,589 $812K 0.02% +898 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,563 $808K 0.18% -140 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,562 $808K 0.24% -300 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,560 $807K 0.01% -1,355 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,558 $807K 0.08% -1,610 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,547 $806K 0.02% -488 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,536 $804K 0.06% -833 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 5,530 $803K -1,304 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,521 $802K 0.02% +312 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 5,510 $800K 0.29% -261 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,458 $793K 0.04% -120 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,440 $790K 0.06% +89 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,434 $789K 0.08% -927 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,434 $789K 0.24% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,434 $789K 0.04% -71 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,420 $787K 0.45% -1,656 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,419 $787K 0.01% +377 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,414 $786K 0.05% +654 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,409 $786K 0.5% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,395 $784K 0.01% -392 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,330 $774K 0.06% +236 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,319 $772K 0.14% -606 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,305 $770K 0.24% +3,785 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,300 $770K 0.06% +454 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,299 $770K 0.02% -241 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,294 $768K 0.33% -192 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,273 $766K 0.09% -1,928 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,257 $764K 0.2% -185 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $762K 0.08% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,702 $762K 0.27% -31 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 5,240 $761K 0.31% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,225 $759K 0.12% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,219 $758K 0.35% 0 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,218 $758K 0.01% +377 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,210 $757K 0.04% -2,446 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,204 $756K 0.03% -50 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,199 $755K 0.07% +849 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,198 $755K 0.06% -676 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,180 $752K 0.45% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,176 $752K 0.06% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,174 $751K 0.03% -438 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,173 $751K 0.54% +190 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,169 $751K 0.12% -4 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,164 $750K 0.02% -50 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,136 $746K 0.27% +31 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,119 $743K 0.69% +550 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,090 $739K 0.5% -425 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,080 $738K 0.3% -7 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $737K 0.2% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,072 $736K 0.11% -64 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,063 $735K 0.28% -5,223 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,060 $735K <0.01% +1,300 13F-HR Timeline