Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,452 $379K 0.66% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,450 $378K 0.05% -1 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,415 $376K 0.05% -190 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,404 $375K 0.01% +461 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,366 $373K <0.01% 0 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,365 $373K 0.1% -24,739 13F-HR Timeline American Trust More: the full row for American Trust 5,365 $373K 0.09% -8,224 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,272 $371K 0.02% +1,304 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,336 $371K 0.07% +35 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,319 $369K 0.06% -940 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,314 $369K 0.13% -12,996 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5,301 $368K 0.89% +9 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,300 $368K 0.08% +900 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,300 $368K 0.16% -100 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,292 $367K 0.08% +264 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,207 $367K 0.09% -1,492 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,267 $366K 0.05% -95 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,259 $365K 0.01% +34 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,235 $364K 0.01% -21 13F-HR Timeline BANK OZK More: the full row for BANK OZK 5,182 $360K 0.15% -16,331 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,179 $360K 0.05% +1,556 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 5,161 $358K 0.24% -936 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,340 $358K 0.09% -2,309 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,148 $357K 0.01% -313 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,130 $356K 0.05% -350 13F-HR/A Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 5,128 $356K 0.07% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,118 $355K 0.06% 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,114 $355K 0.19% -1,495 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,074 $352K 0.05% -2,539 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,076 $352K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,066 $352K 0.01% -629 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,021 $349K 0.21% -992 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,014 $348K 0.06% +173 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,003 $347K 0.07% +1,631 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,989 $346K 0.03% -18,725 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,919 $342K 0.28% +63 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,833 $341K 0.03% -2,219 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,912 $341K 0.07% -1,373 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,903 $340K 0.21% +259 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,900 $340K 0.01% new 13F-HR/A Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,881 $339K <0.01% -191,554 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,860 $337K 0.09% -124 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,860 $337K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,826 $335K 0.06% -1,999 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,821 $335K 0.08% +30 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $334K 0.12% -1,000 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 4,815 $334K 0.07% -345 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,785 $332K 0.21% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,771 $331K 0.02% +33 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,760 $331K 0.13% -4,766 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,713 $327K 0.01% -53 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,710 $326K 0.03% -4,112 13F-HR/A Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 4,679 $325K 0.03% -25,000 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,674 $325K 0.23% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,673 $325K 0.04% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,637 $322K 0.02% -258 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,630 $322K 0.06% +700 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,526 $319K 0.03% +166 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,593 $319K 0.28% +1,054 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,566 $317K 0.04% +499 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 4,570 $317K 0.03% +2,070 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,551 $316K +1,801 Timeline Essex LLC More: the full row for Essex LLC 4,551 $316K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,539 $315K 0.02% -55 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,500 $312K 0.05% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,449 $309K 0.01% +13 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,431 $308K 0.04% +1,045 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,612 $306K 0.03% -3,474 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,412 $306K 0.13% -500 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,410 $306K 0.16% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,386 $305K 0.02% -212 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,380 $304K 0.02% -1,037 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,950 $303K -7,472 Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,343 $302K 0.06% +55 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,347 $302K 0.01% -257 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,330 $301K 0.01% -722 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,322 $300K 0.03% +48 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,305 $299K 0.01% -251 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,286 $298K 0.01% -21,139 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,223 $298K 0.06% -119 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,273 $297K 0.03% -8,296 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,187 $296K 0.01% -263 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,250 $295K 0.06% +1,469 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,229 $294K 0.14% 0 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 4,222 $293K 0.35% 0 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,205 $292K 0.06% -365 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,429 $291K 0.15% -69 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 4,172 $290K 0.1% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,425 $289K 0.15% -360 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,164 $289K 0.09% +767 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,142 $288K 0.02% -298 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,132 $287K 0.15% +75 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,115 $286K 0.15% +728 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,045 $286K 0.01% -2,351 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,095 $284K 0.12% +885 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,359 $284K 0.15% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,084 $284K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,060 $282K <0.01% -182 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,983 $281K 0.07% -2,565 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,044 $281K 0.01% +798 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,039 $280K 0.07% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,011 $279K 0.04% +456 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,002 $278K 0.01% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $278K 0.09% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,992 $277K 0.01% +603 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,982 $277K -60 Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,948 $274K 0.25% +209 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,892 $274K 0.09% +273 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,932 $273K 0.06% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,929 $273K 0.09% -573 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,922 $272K 0.04% +269 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,921 $272K 0.16% +61 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,902 $271K 0.16% -1,662 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,899 $271K 0.04% +520 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,885 $270K 0.23% +85 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,878 $269K 0.02% -1,469 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,873 $269K 0.11% -766 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,112 $268K 0.09% -189 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,830 $266K 0.32% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,812 $265K 0.07% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,802 $264K 0.19% -365 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,801 $264K 0.06% +1,470 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,799 $264K 0.02% +109 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,791 $263K 0.13% +641 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,790 $263K 0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,042 $262K 0.28% +1,292 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,763 $261K 0.01% -236 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,746 $260K 0.11% +184 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,741 $260K 0.02% +950 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,183 $260K 0.03% -10,146 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,685 $259K 0.02% -91,632 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,719 $258K 0.01% -840 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,714 $258K 0.36% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,713 $258K 0.06% +436 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,703 $257K 0.06% -65 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,700 $257K 0.26% +747 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,696 $257K 0.1% -3 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,692 $256K 0.02% -3,005 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,688 $256K 0.03% -201 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,678 $255K 0.08% -455 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,668 $255K 0.17% -1,507 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,658 $254K 0.05% -1,387 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,652 $254K 0.04% +346 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,650 $253K 0.02% +60 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,642 $253K 0.02% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,615 $251K 0.1% +30 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,615 $251K 0.04% -2,086 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,614 $251K 0.02% -4,798 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,613 $251K 0.36% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,586 $249K 0.14% -263 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,564 $247K 0.11% +270 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,560 $247K 0.01% -34 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,558 $247K 0.23% +563 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,562 $247K 0.07% +3,223 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,557 $247K 0.04% -2,284 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,556 $247K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,547 $246K 0.02% -105 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 3,500 $243K 0.06% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,500 $243K 0.11% -250 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,500 $243K 0.04% -1,680 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,500 $243K 0.19% +600 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,495 $243K 0.01% +892 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,490 $242K 0.05% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 3,480 $242K 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,459 $240K 0.03% -398 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,433 $238K 0.06% -95,194 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,437 $238K -1,219 Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,424 $238K 0.02% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,408 $237K 0.01% new 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 3,409 $237K <0.01% -15 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,405 $236K 0.01% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,380 $235K 0.01% +400 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,350 $233K 0.08% +100 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,330 $231K 0.11% -369 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,325 $231K 0.04% -426 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,314 $230K <0.01% +158 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,318 $230K 0.19% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,302 $229K 0.01% +397 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,300 $229K 0.21% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 3,290 $228K 0.16% +63 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,278 $228K 0.07% -546 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,255 $226K 0.04% 0 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 3,250 $226K 0.13% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,250 $226K 0.21% -825 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,237 $225K 0.01% +425 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,232 $224K 0.02% new 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,205 $223K 0.28% -519 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,198 $222K 0.03% +257 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,183 $221K 0.02% -2,326 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,146 $218K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,137 $218K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,130 $217K 0.02% +726 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,066 $216K 0.09% -611 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,111 $216K 0.01% -25,914 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,110 $216K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,103 $215K 0.06% +57 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,095 $215K 0.24% -1,000 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,095 $215K <0.01% +1 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,078 $214K 0.06% -616 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,075 $214K 0.02% +14 13F-HR Timeline