Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,497 $2.04M 0.31% +1,341 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,983 $2.04M 0.07% -118 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,441 $2.03M 0.07% -17 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,384 $2.01M 0.05% -35 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,372 $2M 0.03% -400 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,371 $2M 0.14% -1 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,327 $1.99M 0.06% -133 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,311 $1.99M 0.86% -325 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,304 $1.98M 0.1% -7,089 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,238 $1.96M 0.57% 0 13F-HR Timeline Fortress Investment Group LLC in group Fortress Investment Group LLC More: the full row for Fortress Investment Group LLC 6,225 $1.96M 0.37% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,216 $1.96M 0.06% +1,013 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,175 $1.94M 0.74% +120 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,166 $1.94M 0.05% +63 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,140 $1.93M 0.02% +1,753 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,097 $1.92M 0.07% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,576 $1.91M +2,837 Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,081 $1.91M 0.86% +531 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,080 $1.91M 0.04% -196 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 6,061 $1.91M 0.43% +364 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 6,019 $1.89M 0.51% -45 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,019 $1.89M 0.38% +1,689 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,017 $1.89M 0.19% -50 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,000 $1.89M 0.77% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 6,000 $1.89M 0.2% +2,000 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,996 $1.89M 0.15% -199 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,987 $1.88M 0.05% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,986 $1.88M 0.21% +118 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,962 $1.88M 0.02% -1,073 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 5,959 $1.87M 0.14% -6,958 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,944 $1.87M 0.03% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,937 $1.87M 0.01% +255 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,906 $1.86M 1.04% -317 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,846 $1.84M 0.02% -2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,844 $1.84M 0.03% -96 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 5,823 $1.83M 0.67% -169 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,817 $1.83M 0.01% +4,918 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,814 $1.83M 1.04% +50 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,779 $1.82M 0.02% +1,546 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,776 $1.82M 0.05% -220 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,774 $1.82M 0.03% +223 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,700 $1.79M 0.04% +91 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,694 $1.79M 0.03% +641 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,644 $1.78M 0.06% -454 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,642 $1.77M 0.06% -22 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,636 $1.77M 0.14% 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,633 $1.77M <0.01% +36 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,616 $1.77M 0.18% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,597 $1.76M 0.37% -620 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,586 $1.76M 0.04% 0 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,584 $1.76M 0.09% +1,394 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,556 $1.75M 0.14% +26 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,538 $1.74M 0.08% +6 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,964 $1.74M 0.52% +96 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,074 $1.73M 0.03% -132 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,500 $1.73M 0.44% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,495 $1.73M 0.33% -5 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,444 $1.72M 0.02% +61 13F-HR Timeline Group WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 5,437 $1.71M 0.23% -100 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,421 $1.71M 0.63% +1 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,418 $1.7M 0.03% -943 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,414 $1.7M 0.02% +1,306 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,403 $1.7M 0.04% -994 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 5,400 $1.7M 5.6% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,391 $1.7M 0.02% +103 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 5,388 $1.7M 0.62% -37 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,377 $1.69M 0.39% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,358 $1.69M 0.02% -322 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,349 $1.68M 0.01% -436 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,348 $1.68M 0.13% -718 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,330 $1.68M 0.09% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,300 $1.67M 0.09% +1,300 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,299 $1.67M 0.05% +2,208 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,285 $1.66M 0.11% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,267 $1.66M 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,233 $1.65M +1,722 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,218 $1.64M 0.02% -26 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,208 $1.64M 0.11% -90 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 5,192 $1.63M 0.09% +394 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,180 $1.63M 0.02% +344 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 5,126 $1.61M 0.18% -18 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,101 $1.6M 0.09% +200 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,092 $1.6M 0.21% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,091 $1.6M 0.02% +102 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,076 $1.6M 0.99% -180 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,044 $1.59M 0.12% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,042 $1.59M 0.01% -1,851 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,000 $1.57M 0.09% 0 13F-HR Timeline Vazirani Asset Management LLC More: the full row for Vazirani Asset Management LLC 5,000 $1.57M 7.74% -5,000 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,984 $1.57M 0.15% +90 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,976 $1.57M 0.05% -483 13F-HR Timeline Marble Bar Asset Management LLP More: the full row for Marble Bar Asset Management LLP 4,941 $1.55M 1.08% -180,059 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,938 $1.55M 0.19% -27 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,904 $1.55M 0.05% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,929 $1.55M 0.04% -539 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,913 $1.55M 0.01% +194 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,880 $1.54M 0.17% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,868 $1.53M +39 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,849 $1.53M 0.02% -221 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,369 $1.52M 0.03% -171 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,790 $1.51M 0.21% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,757 $1.5M 0.03% -1,431 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,742 $1.49M 0.36% -54 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,733 $1.49M <0.01% +574 13F-HR Timeline Group Odyssean, LLC More: the full row for Odyssean, LLC 4,723 $1.49M 0.24% +2,383 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,710 $1.48M 0.44% +111 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 4,701 $1.48M 0.02% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 4,664 $1.47M 0.12% +19 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,644 $1.46M 0.12% -26 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,638 $1.46M 0.15% +2,715 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,633 $1.46M 0.07% +59 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 4,559 $1.43M 0.2% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,548 $1.43M 0.14% -137 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,519 $1.42M 0.02% -612 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,472 $1.41M 0.32% +152 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,464 $1.4M 0.02% +185 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,279 $1.4M 0.04% +178 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,425 $1.39M 0.04% -340 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,421 $1.39M 0.06% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,417 $1.39M 0.14% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,409 $1.39M 0.22% -539 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,399 $1.38M 0.12% -920 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,203 $1.38M 0.6% -93 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,365 $1.37M 0.06% -16 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,361 $1.37M 0.81% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,315 $1.36M 0.55% -100 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,304 $1.35M 0.08% -499 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,284 $1.35M 0.05% 0 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,270 $1.34M 0.18% 0 13F-HR Timeline United Bank More: the full row for United Bank 4,264 $1.34M 0.41% -2,751 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,204 $1.32M 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,201 $1.32M 0.04% +469 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 4,160 $1.31M 1.16% +78 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,159 $1.31M 0.09% -21 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,158 $1.31M 0.11% -422 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,145 $1.3M 0.11% -320 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,120 $1.3M 0.62% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,101 $1.29M 0.02% -116 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,098 $1.29M 0.03% -375 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,084 $1.28M 0.49% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,082 $1.28M 0.21% -44 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,060 $1.28M 0.62% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,021 $1.27M 0.04% -122 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,038 $1.27M 0.09% +355 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,026 $1.27M 0.44% +11 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,012 $1.26M 0.1% -8 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,000 $1.26M 0.13% -25 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,991 $1.26M 0.06% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,975 $1.25M 0.02% -546 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3,968 $1.25M 0.98% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,965 $1.25M 0.06% +136 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 3,953 $1.24M 0.4% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,935 $1.24M 0.41% -235 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,934 $1.24M 0.24% -6,180 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,922 $1.23M 0.28% +500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,910 $1.23M 0.03% +75 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,873 $1.22M 0.03% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 3,867 $1.22M 0.56% -18 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,852 $1.21M 0.98% -76 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,847 $1.21M 0.31% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,840 $1.21M 0.3% +37 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,832 $1.21M 0.6% -125 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,829 $1.2M 0.07% -95 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,825 $1.2M 0.79% +1,500 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,818 $1.2M 0.61% -6 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,815 $1.2M 0.14% -30 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,812 $1.2M 0.15% -3,794 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,812 $1.2M 0.03% -143 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,806 $1.2M 0.01% -426 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,790 $1.19M 0.06% -7 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,796 $1.19M 0.01% +20 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,750 $1.18M 0.82% -40 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,750 $1.18M 0.18% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,750 $1.18M 0.22% -54 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,748 $1.18M <0.01% 0 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 3,715 $1.17M 0.22% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,708 $1.17M 0.05% 0 13F-HR/A Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,700 $1.16M 0.09% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,695 $1.16M 0.24% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,693 $1.16M 0.05% -26 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,691 $1.16M 0.04% +15 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,685 $1.16M 0.1% +161 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,685 $1.16M 0.07% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,668 $1.15M 0.18% +2 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,662 $1.15M 0.04% +290 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,649 $1.15M 0.05% -15 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,646 $1.15M 0.01% -5 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,635 $1.14M 0.46% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,625 $1.14M 0.35% -28 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,595 $1.13M 0.11% +50 13F-HR Timeline DAGCO, INC. 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