Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 28,835 $2.42M 1.2% +50 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 28,774 $2.42M 0.34% +710 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 28,751 $2.41M 0.71% +3,332 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 28,734 $2.41M +913 Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 28,728 $2.41M 2.06% -923 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 28,652 $2.4M 0.4% -372 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 28,640 $2.4M 0.14% +2,782 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 28,637 $2.4M 1.09% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,624 $2.4M 0.06% +817 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 28,617 $2.4M 0.03% -7,218 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 28,415 $2.38M 0.19% -275 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 28,349 $2.38M 1.06% -435 13F-HR Timeline Essex LLC More: the full row for Essex LLC 28,170 $2.36M 0.43% -2,808 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 28,165 $2.36M 0.2% -246 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 28,118 $2.36M 0.07% +5,972 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 28,104 $2.36M 0.05% -1,390 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,935 $2.34M 0.06% -98,107 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 26,325 $2.33M 0.52% +1,200 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 27,745 $2.33M 0.55% +122 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 27,683 $2.32M 0.13% -18,610 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 27,672 $2.32M 0.03% +1,002 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 27,669 $2.32M 0.19% -11 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 27,405 $2.32M 0.05% +1,609 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 27,639 $2.31M 0.67% +3,388 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 27,459 $2.3M 0.05% -2,872 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,387 $2.3M 0.05% +10,442 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 27,329 $2.29M 0.36% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 27,300 $2.29M 0.27% -1,726 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 27,294 $2.29M 0.36% +9,885 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 27,237 $2.29M 0.26% +5,815 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 27,171 $2.28M 0.16% +8,746 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 27,121 $2.28M 0.03% -14,068 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 25,227 $2.27M 0.42% +791 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 27,064 $2.27M 0.34% -124,069 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 27,053 $2.27M 1.22% +62 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 26,919 $2.26M 0.06% +2,727 13F-HR Timeline Trust Co More: the full row for Trust Co 26,913 $2.26M 0.23% +1,151 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 26,906 $2.26M 0.04% +410 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 26,768 $2.25M 0.19% -2,448 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 26,713 $2.24M 0.03% -93,345 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 26,694 $2.24M 0.17% -1,141 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 26,683 $2.24M 0.25% +8,321 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 26,610 $2.23M 0.14% +4,613 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 26,427 $2.22M 1.54% -7,375 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 26,404 $2.22M 0.04% -12,850 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 26,403 $2.22M 0.03% +1,712 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 26,300 $2.21M 0.65% -5 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 26,067 $2.19M 0.5% -1,604 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 26,034 $2.19M 0.52% -150 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 26,013 $2.18M 0.41% +550 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 26,005 $2.18M 0.08% -1,169 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 25,980 $2.18M 0.21% -1,207 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 25,930 $2.18M 0.68% -403 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,602 $2.18M 0.18% -46 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 25,917 $2.18M 0.65% -1,341 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 25,880 $2.17M 1.83% +1,539 13F-HR Timeline TOBAM More: the full row for TOBAM 25,843 $2.17M 0.79% -22,884 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 25,818 $2.17M 0.31% +2,280 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 25,709 $2.16M 0.05% +423 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 25,705 $2.16M 0.14% -1,880 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 25,632 $2.15M 1.46% +2,002 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 25,601 $2.15M 0.39% -2,018 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 25,519 $2.14M 0.14% -3,047 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 25,514 $2.14M 0.02% -469 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 25,514 $2.14M 0.61% -875 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 25,473 $2.14M 1.08% -1,073 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 25,398 $2.13M 0.13% +2,887 13F-HR Timeline BANK OZK More: the full row for BANK OZK 25,351 $2.13M 0.75% -1,882 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 25,328 $2.13M 0.12% -4,554 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 25,286 $2.12M +11,328 Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 24,534 $2.12M 0.22% -3,168 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 24,652 $2.12M 0.16% -2,449 13F-HR/A Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 25,956 $2.11M 0.26% -21,294 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 25,094 $2.11M 0.86% -16,425 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 25,049 $2.1M 0.52% -300 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 24,967 $2.1M 1.39% +1,018 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 24,958 $2.1M 0.1% +1,371 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 24,924 $2.09M 0.28% +6,495 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 24,893 $2.09M 0.09% -48 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 24,809 $2.08M 0.17% +12,871 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 24,546 $2.08M 0.49% +5,829 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 24,672 $2.07M 0.29% +4,070 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 24,655 $2.07M 0.29% -83 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 24,618 $2.07M 1.13% +2,512 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 24,491 $2.06M 1.26% -1,409 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24,481 $2.05M 0.05% -38,683 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 24,480 $2.05M 0.22% +700 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,471 $2.05M 0.29% +3,179 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 24,441 $2.05M 0.36% -652 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 24,370 $2.05M 0.6% +1,387 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 24,338 $2.04M 0.83% -531 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 24,291 $2.04M 1.14% +11,787 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 24,242 $2.03M 1.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 23,217 $2.03M 0.15% -3,917 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 24,202 $2.03M 0.32% -74 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 24,139 $2.03M 0.64% -111 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 24,079 $2.02M 0.16% +57 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 24,023 $2.02M 0.62% -2,703 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 24,015 $2.02M 0.25% -13,492 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 23,917 $2.01M 0.17% -2,173 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 23,915 $2.01M 1% -405 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 23,899 $2.01M 0.45% +280 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 23,377 $2.01M 0.14% +366 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 23,863 $2M 0.62% +702 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 23,844 $2M 0.38% +232 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 23,818 $2M 0.47% +907 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 23,794 $2M 0.03% new 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 23,773 $2M 1.37% +3,548 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 23,770 $1.99M 0.18% -59,370 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 23,706 $1.99M 0.45% -315 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 23,683 $1.99M 0.46% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 23,668 $1.99M 1.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 22,784 $1.98M 0.32% -964 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 23,614 $1.98M 0.15% +663 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 23,602 $1.98M 0.28% +9,868 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,608 $1.98M 0.07% +2,078 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,592 $1.98M 0.04% -3,485 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 23,530 $1.97M 0.06% -707 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 23,478 $1.97M 0.91% -4,550 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 23,445 $1.97M 0.29% -70 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 23,403 $1.96M 0.05% -30 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 23,402 $1.96M 0.16% +960 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 23,399 $1.96M 0.54% -650 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 23,337 $1.96M 0.06% -5,472 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 23,325 $1.96M 0.1% +1,669 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 23,318 $1.96M 0.17% -294 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 23,291 $1.95M 0.02% -13,901 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 23,276 $1.95M 0.09% -1,458 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 23,137 $1.94M 0.03% +3,032 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 23,126 $1.94M 1.28% +943 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 23,078 $1.94M 0.13% -2,698 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 23,057 $1.94M 0.99% +3,969 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 23,051 $1.93M 0.06% -292 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 22,873 $1.93M 0.02% -1,204 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 22,999 $1.93M 0.55% +263 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 24,374 $1.93M 0.23% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 22,779 $1.93M 0.05% +1,542 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 22,943 $1.93M 0.44% -915 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22,939 $1.93M 0.18% -5,656 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 22,900 $1.92M 0.4% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 22,849 $1.92M 0.25% +1,218 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 22,808 $1.91M 0.49% +4 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 22,783 $1.91M 0.11% +1,774 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,563 $1.91M 0.17% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 22,778 $1.91M 0.86% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 22,776 $1.91M 0.38% +989 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 22,755 $1.91M 0.05% -50,860 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 22,743 $1.91M 0.13% +2,574 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,710 $1.91M 0.11% +133 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 22,710 $1.91M 0.15% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,702 $1.91M 0.03% +304 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 22,635 $1.9M 0.08% +131 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 22,634 $1.9M 1.2% +127 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 22,609 $1.9M 0.61% +4,260 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 22,581 $1.9M 0.43% +3,812 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 22,558 $1.89M 0.42% +6,144 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 22,313 $1.89M 0.43% -11,839 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 23,338 $1.88M 0.79% +1,859 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,396 $1.88M 0.4% -1,519 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 22,383 $1.88M 0.52% +675 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 22,315 $1.87M 0.63% +4,513 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 22,264 $1.87M 0.08% +2,515 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 22,235 $1.87M 0.72% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 22,209 $1.86M 0.2% -1,258 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 22,199 $1.86M 0.92% +225 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 22,186 $1.86M 1.05% +805 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 22,171 $1.86M 0.17% +15,327 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 22,158 $1.86M 0.52% +4,961 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 22,067 $1.85M 1.36% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 22,037 $1.85M 0.84% +1,550 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,027 $1.85M 0.06% -3,016 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 21,997 $1.85M 0.35% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,716 $1.82M 0.05% -7,238 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,692 $1.82M 0.12% +1,444 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 21,670 $1.82M -224 Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 21,660 $1.82M 0.28% -1,347 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 21,596 $1.81M 0.83% -809 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 21,463 $1.8M 0.63% +63 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,461 $1.8M 0.05% -2,975 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 21,245 $1.8M 0.21% -2,552 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 21,393 $1.8M 0.13% +1,591 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 21,302 $1.79M 0.19% +2,086 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 21,259 $1.78M 0.31% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 21,030 $1.78M 0.18% +26 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 21,224 $1.78M 0.15% +1,731 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 21,147 $1.77M 0.1% -885 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 21,144 $1.77M 0.14% -523 13F-HR Timeline SWS Partners More: the full row for SWS Partners 20,917 $1.77M 0.43% +928 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 21,098 $1.77M 0.46% -3,198 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 21,092 $1.77M 0.21% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 21,079 $1.77M 0.19% -653 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,068 $1.77M 0.11% -268 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 21,054 $1.77M 0.12% -504 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 21,052 $1.77M 1.26% +4,481 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 21,021 $1.76M 0.15% -344 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,918 $1.76M 0.07% +4,122 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 20,816 $1.75M 1.28% +3,003 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,770 $1.74M 0.23% -17,348 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 20,760 $1.74M 0.05% -18,245 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 20,722 $1.74M 0.2% +406 13F-HR Timeline