Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,650 $486K 0.11% -12,712 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,654 $486K 0.2% +838 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,645 $486K 0.12% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,619 $483K <0.01% -45,603 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,605 $482K 0.06% +175 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,589 $481K 0.03% +1,183 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,588 $481K 0.01% -247 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,570 $479K 0.12% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,564 $479K 0.32% 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,557 $478K 0.03% +1,749 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 5,542 $477K 0.1% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,509 $474K 0.1% +1,114 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,506 $474K 0.03% -6 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,500 $473K 0.13% +500 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,490 $472K 0.12% +18 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,480 $471K 0.06% -240 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,461 $470K 0.01% -304 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,451 $469K 0.05% -3,260 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,420 $466K 0.01% -1,240 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,417 $466K 0.03% -14,019 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,400 $465K 0.08% +194 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,400 $465K 0.18% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,366 $462K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,362 $461K 0.06% +40 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 5,347 $460K 0.03% -601 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,337 $459K 0.11% +504 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,308 $457K 0.08% +2,743 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,296 $456K 0.04% +531 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,301 $456K 0.13% -1,479 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,301 $456K 0.09% +266 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5,292 $455K 1.23% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,266 $453K 0.01% +19 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,256 $452K 0.01% -1,017 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 5,250 $452K 0.18% -1,200 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,234 $450K 0.05% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,225 $449K 0.02% -157 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,394 $448K 0.11% +195 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,195 $447K 0.09% -1,886 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,180 $446K 0.11% +100 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,175 $445K 0.29% -327 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 5,160 $444K 0.09% -20 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,130 $441K 0.15% +1,285 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,109 $439K 0.03% -1,025 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 5,093 $438K 0.05% -3,757 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,090 $438K 0.22% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,082 $437K 0.05% -113,383 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,076 $437K 0.07% +5,000 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,052 $435K 0.01% +219 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,046 $434K 0.03% -5,632 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,045 $434K 0.08% -787 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,028 $433K 0.1% 0 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,022 $432K 0.29% +2,283 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,994 $430K 0.33% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,984 $429K 0.11% +124 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 4,955 $426K 0.06% -143,775 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,943 $425K 0.01% -16,449 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,942 $425K 0.32% -530 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,912 $423K 0.21% -56 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,901 $422K 0.05% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,895 $421K 0.03% -6,102 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,870 $419K 0.16% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,860 $418K 0.01% +55 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,856 $418K 0.3% +3,126 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,841 $416K 0.07% +36 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,821 $415K 0.08% +626 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,798 $413K 0.04% -1,225 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,912 $413K 0.26% +892 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,791 $412K 0.09% +330 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,785 $412K 0.2% -1,690 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,785 $412K 0.24% -41 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,810 $411K 0.01% 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,766 $410K 0.02% -64 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,753 $409K <0.01% -15,324 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,738 $408K 0.02% +178 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,707 $405K 0.33% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,674 $402K 0.26% -14 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,655 $401K 0.36% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,656 $400K -1,001 Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,644 $399K 0.23% +233 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,639 $399K 0.15% +2,700 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,604 $396K 0.01% +651 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,598 $396K 0.03% +380 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,594 $395K 0.03% -1,029 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,588 $395K 0.07% -8,194 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,570 $393K 0.09% -893 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,301 $393K 0.13% +828 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,559 $392K 0.01% -1,446 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,556 $392K 0.02% -325 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,551 $391K 0.08% -310 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 4,536 $390K 0.07% +73 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 4,533 $390K 0.05% -30 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,524 $389K 0.29% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,502 $387K 0.03% +510 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,502 $387K 0.04% -136 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,500 $387K 0.06% -1,400 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,481 $385K 0.24% +1,939 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,452 $383K 0.05% -1,625 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,450 $383K 0.01% -929 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,441 $382K 0.01% +316 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,440 $382K 0.03% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,436 $382K 0.01% -4,754 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,435 $382K 0.01% +478 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,400 $378K 0.08% -950 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,498 $377K 0.17% +551 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,363 $375K 0.05% -973 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,360 $375K 0.03% -28 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,359 $375K 0.2% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,356 $375K 0.1% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,354 $375K 0.06% +1,000 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,342 $373K 0.08% +49 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,332 $373K 0.03% -3,177 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,322 $372K 0.03% +694 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,288 $369K 0.08% +541 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,283 $368K 0.1% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,274 $368K 0.03% -11 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,274 $368K 0.2% -2,189 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,264 $367K 0.12% +634 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,242 $365K 0.01% -824 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,229 $364K 0.18% +589 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 4,222 $363K 0.38% 0 13F-HR Timeline Group William Allan Corp More: the full row for William Allan Corp 4,178 $359K 0.22% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,167 $358K 0.25% -193 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,134 $356K <0.01% +1,327 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,133 $356K 0.11% +962 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 4,117 $354K 0.24% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,095 $352K 0.38% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,084 $351K 0.07% -280 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,075 $351K 0.33% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,067 $350K 0.05% -1,081 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,057 $349K 0.17% +20 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,042 $348K -968 Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,039 $347K 0.09% +14 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,027 $346K 0.03% +557 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,999 $344K 0.01% -400 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,972 $342K 0.01% +400 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,971 $342K 0.27% -3,196 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,968 $341K 0.02% +475 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,076 $341K 0.03% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,963 $341K 0.11% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,932 $338K 0.08% +60 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,930 $338K 0.07% -300 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 3,880 $334K 0.1% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,861 $332K 0.06% +565 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,860 $332K 0.19% +594 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,859 $332K 0.04% -295 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,857 $332K 0.04% -1,343 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,849 $331K 0.16% +26 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,833 $331K 0.14% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,820 $329K 0.21% +774 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,824 $329K 0.1% 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,817 $328K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,812 $328K 0.09% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,800 $327K 0.28% -22 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,791 $326K 0.02% -8,536 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,789 $326K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,889 $326K 0.03% -1,334 13F-HR/A Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,783 $325K 0.16% -313 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,773 $325K 0.05% -782 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,769 $324K 0.12% -1,289 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,768 $324K 0.07% +245 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,751 $323K 0.05% -129 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,750 $323K 0.14% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,740 $322K 0.03% -157 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,739 $322K 0.27% -671 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,724 $320K 0.41% 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,714 $319K 0.02% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,699 $318K 0.14% +764 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,699 $318K 0.12% +21 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,694 $318K 0.09% -1,400 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,690 $317K 0.02% +19 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,687 $317K 0.01% -2,200 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,279 $317K 0.11% -5,915 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,681 $317K <0.01% -20 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,677 $316K 0.21% +1,261 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,655 $314K 0.15% -552 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,653 $314K 0.05% -40 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,652 $314K 0.02% -867 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,642 $313K 0.02% +138 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,623 $312K 0.05% +1,658 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,619 $312K 0.1% +1,476 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,605 $311K 0.03% +254 13F-HR Timeline Group Elefante Mark B More: the full row for Elefante Mark B 3,600 $310K 0.28% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,594 $309K 0.01% -101 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,590 $309K 0.02% -310 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,585 $308K 0.11% -1,204 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,579 $308K 0.21% +475 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,569 $307K <0.01% -1,800 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,562 $306K 0.13% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,559 $306K 0.04% -1,000 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,556 $306K 0.02% -5 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,555 $306K 0.04% +726 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,539 $304K 0.26% -448 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,512 $302K 0.03% +1,735 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 3,500 $301K 0.08% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,497 $301K 0.01% -644 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,490 $300K 0.05% +826 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,475 $299K 0.09% 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,424 $295K <0.01% -367 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,424 $295K 0.02% +697 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,405 $293K 0.01% -155 13F-HR Timeline