Crews Bank & Trust More: the full row for Crews Bank & Trust 15,836 $1.39M 0.18% +333 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 15,800 $1.39M 0.06% +4,897 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 15,794 $1.39M 0.26% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,729 $1.38M 0.15% -31 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,718 $1.38M 0.02% +2,847 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,715 $1.38M 0.12% -238 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15,652 $1.37M 0.12% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 15,291 $1.37M 0.48% +1,658 13F-HR Timeline United Bank More: the full row for United Bank 15,633 $1.37M 0.42% -901 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 15,589 $1.37M 0.16% +14,135 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 15,587 $1.37M 0.26% +5 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 15,579 $1.37M 0.06% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 15,576 $1.37M 0.07% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,539 $1.36M 0.12% +2,216 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 15,519 $1.36M 0.05% +12,774 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 15,517 $1.36M 0.2% +65 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,332 $1.36M 0.07% +1,320 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,462 $1.36M 0.19% +44 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 15,460 $1.36M 0.34% -16 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15,410 $1.35M 0.23% +297 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,376 $1.35M <0.01% -1,131 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 15,336 $1.35M 0.17% +634 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 15,303 $1.34M 0.93% +3,516 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,296 $1.34M 0.04% +2,479 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 15,261 $1.34M 0.86% +4,595 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,229 $1.34M 0.11% +1,095 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,187 $1.33M 0.46% -197 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 15,183 $1.33M 0.73% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,160 $1.33M 0.07% +1,516 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,158 $1.33M 0.07% -229 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 15,119 $1.33M 0.41% +277 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 15,113 $1.33M 0.27% -1,206 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,100 $1.33M 0.25% +41 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 15,053 $1.32M 0.28% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,049 $1.32M 0.72% -980 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,038 $1.32M 0.07% +2,080 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,973 $1.31M 0.03% +3,879 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 14,964 $1.31M 0.1% -1,188 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,917 $1.31M 0.12% +153 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,853 $1.3M 0.04% -6,919 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 14,817 $1.3M 0.05% +1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 14,752 $1.29M 0.35% -100 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 14,731 $1.29M 0.07% +105 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 14,724 $1.29M 0.24% -325 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,718 $1.29M 0.03% -936 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 14,706 $1.29M 0.62% -997 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 14,602 $1.28M 0.08% +6,188 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 14,599 $1.28M 0.16% +589 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,510 $1.27M 0.39% +2,229 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 14,505 $1.27M 0.35% +2 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,487 $1.27M 0.21% +386 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,475 $1.27M 0.12% +77 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,404 $1.26M 0.5% +67 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,394 $1.26M 0.05% -219 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 14,367 $1.26M 0.02% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 14,335 $1.26M 0.13% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 14,318 $1.26M 0.02% -509 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 14,250 $1.25M 0.96% +50 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,248 $1.25M 0.07% +2,769 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 14,239 $1.25M 0.68% +1,595 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,163 $1.24M 0.18% +2,173 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 14,147 $1.24M 0.7% +90 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 14,132 $1.24M 0.26% +676 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,114 $1.24M 0.24% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 14,085 $1.24M 0.32% +155 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 14,059 $1.23M 0.21% +34 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,083 $1.23M 0.18% -570 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 14,012 $1.23M 0.43% -2,412 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 14,002 $1.23M 0.24% +99 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 14,224 $1.23M 1.49% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,980 $1.23M 0.1% -987 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,945 $1.22M 0.43% +2,448 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 13,934 $1.22M 0.2% -749 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13,918 $1.22M 0.46% +468 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,918 $1.22M 0.31% -20 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 13,900 $1.22M 0.86% new 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 13,848 $1.22M 0.16% +146 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 13,825 $1.21M 1.18% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,825 $1.21M 0.01% +6,966 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,786 $1.21M 0.04% -361 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 13,784 $1.21M 0.49% +430 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 13,778 $1.21M 0.44% +2,101 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 13,762 $1.21M 0.23% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,748 $1.21M 0.72% +1,521 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 13,468 $1.2M 0.5% +5,539 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,687 $1.2M 0.75% -53 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,928 $1.2M 0.03% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,660 $1.2M 0.37% +340 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 13,629 $1.2M 0.33% +5,728 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,537 $1.19M 0.02% -4,205 13F-HR Timeline Group Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 13,520 $1.19M 0.79% -301 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 13,507 $1.19M 0.19% +69 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,459 $1.18M 0.32% -22 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,392 $1.18M 0.06% +180 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,375 $1.17M 0.3% -726 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,372 $1.17M 0.32% +68 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 13,338 $1.17M 0.27% +2,253 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 13,036 $1.17M 0.22% -40 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,334 $1.17M 0.07% -422 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,297 $1.17M 0.04% -800 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,273 $1.16M 0.18% +11 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,266 $1.16M 0.2% +773 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 13,227 $1.16M 0.47% +820 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,156 $1.15M 0.03% -553 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 13,150 $1.15M 1.42% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13,131 $1.15M 0.29% +1 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,119 $1.15M 0.31% +96 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 13,108 $1.15M 0.59% +278 13F-HR Timeline NBH Bank More: the full row for NBH Bank 13,101 $1.15M 0.48% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,100 $1.15M 0.24% -600 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 13,099 $1.15M 0.69% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,996 $1.14M 0.01% +10,588 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 12,980 $1.14M 0.28% -505 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 12,971 $1.14M 0.02% +1,695 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,936 $1.14M 0.34% +1,761 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 12,930 $1.13M 0.45% +2,829 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,920 $1.13M 0.23% -166 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,917 $1.13M 0.01% -62 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 12,898 $1.13M 0.25% +733 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,863 $1.13M 0.12% +1,117 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,802 $1.12M 0.12% -143 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,754 $1.12M 0.34% +1,152 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,738 $1.12M 0.04% +1,279 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 12,714 $1.12M 0.34% +30 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,749 $1.11M 0.1% -55 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,651 $1.11M 0.16% +1,196 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 12,633 $1.11M 0.01% +2,199 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,629 $1.11M 0.03% +3,401 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,578 $1.1M 0.2% -85 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 12,550 $1.1M 0.05% +5,234 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,547 $1.1M 0.04% -1,199 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 12,538 $1.1M 0.75% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,481 $1.1M 0.09% -3,158 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,432 $1.09M 0.03% +117 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 11,405 $1.09M 0.17% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12,408 $1.09M 0.39% -553 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 12,406 $1.09M 0.95% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,351 $1.08M 0.5% +32 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 12,345 $1.08M 0.3% -135 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,312 $1.08M 0.06% -421 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 12,267 $1.08M 0.42% -512 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 12,265 $1.08M 0.18% +204 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 12,242 $1.07M 0.13% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,237 $1.07M 0.8% -226 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,207 $1.07M 0.01% +940 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 12,181 $1.07M 0.35% +50 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 12,179 $1.07M 0.14% -72 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,166 $1.07M 0.01% +314 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,154 $1.07M 0.07% +3,060 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,114 $1.06M 0.19% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12,103 $1.06M 0.1% +124 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,100 $1.06M 0.26% -220 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 12,097 $1.06M 0.01% -175 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,064 $1.06M 0.11% +473 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 12,063 $1.06M 0.77% -10,000 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,052 $1.06M 0.1% -1,046 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,822 $1.06M 0.08% +975 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 12,013 $1.05M 0.78% +218 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 12,006 $1.05M 0.15% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,000 $1.05M 0.11% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,991 $1.05M 0.09% +4,900 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 11,980 $1.05M 0.22% +144 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,974 $1.05M 0.09% -306 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 11,969 $1.05M 0.36% +121 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,953 $1.05M 0.05% -94 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,942 $1.05M 0.35% +2,038 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 11,900 $1.04M 0.05% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,892 $1.04M 0.09% +349 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,889 $1.04M 0.3% +293 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,882 $1.04M 0.06% +433 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,841 $1.04M 0.05% -1,020 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,830 $1.04M 0.07% -407 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 11,810 $1.04M 0.53% +3,460 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 11,780 $1.03M 0.01% -232 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,741 $1.03M 0.13% +99 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,741 $1.03M 0.5% +6 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,730 $1.03M 0.19% -1,964 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 11,701 $1.03M 0.17% +5,353 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 11,695 $1.03M 0.46% +8 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,674 $1.02M 0.09% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,668 $1.02M +3,970 Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,648 $1.02M 0.48% +90 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,659 $1.02M 0.33% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,652 $1.02M 0.12% +260 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,640 $1.02M 0.27% -72 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11,595 $1.02M 0.06% +285 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,580 $1.02M 0.01% +8,681 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 11,539 $1.01M 0.51% +6,325 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 11,538 $1.01M 0.96% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,525 $1.01M 0.56% -1,069 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,511 $1.01M 0.17% +56 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 11,484 $1.01M 0.62% +736 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 11,422 $1M 0.15% -300 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,410 $1M 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,395 $1M 0.04% +1,115 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 11,380 $999K 0.74% +900 13F-HR Timeline BAYBAN More: the full row for BAYBAN 11,364 $997K 0.77% +377 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,360 $997K 0.04% +775 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,332 $995K 0.34% -12 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 11,294 $991K 0.56% 0 13F-HR Timeline