Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,245 $362K 0.02% +706 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,243 $362K 0.32% -13,904 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,222 $360K 0.07% -70 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,205 $359K 0.05% -731 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,203 $359K 0.05% +772 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,194 $358K 0.07% +643 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,193 $358K 0.07% -126 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,186 $358K 0.06% -150 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,170 $357K 0.14% +2,291 13F-HR/A Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,167 $357K 0.03% +334 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,142 $356K 0.07% -1,914 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,130 $354K 0.06% +500 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,130 $354K 0.05% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,920 $353K 0.08% +780 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,113 $353K 0.09% -2,051 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,776 $353K 0.05% -206 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,108 $353K 0.04% -432 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,096 $352K 0.06% +1,444 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,094 $352K 0.04% -4,710 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,080 $351K 0.04% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,446 $350K 0.16% -169 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,076 $350K 0.05% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,065 $350K 0.14% +1,319 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $348K 0.11% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,045 $348K 0.01% -975 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 5,000 $345K 0.06% -1,354 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,973 $345K 0.06% -698 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,982 $344K 0.04% -3,707 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,891 $338K 0.02% +511 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,886 $337K 0.01% -373 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,883 $337K 0.04% -1,490 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,889 $337K 0.26% -30 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,870 $336K 0.01% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,860 $335K 0.08% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,850 $335K 0.15% -2,304 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,843 $334K 0.16% -271 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,842 $334K 0.03% -147 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,841 $334K 0.07% +20 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 4,815 $332K 0.06% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,800 $331K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,785 $330K 0.19% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,771 $329K 0.01% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,740 $327K 0.3% -1,632 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,748 $327K <0.01% -3,083 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,690 $324K 0.02% -2,810 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,674 $323K 0.15% +1,778 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,600 $317K 0.04% -815 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,600 $317K 0.04% +100 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,579 $316K 0.05% -247 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,579 $316K 0.01% +587 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,566 $315K 0.01% -582 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,566 $315K 0.11% new 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 4,570 $315K 0.03% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,560 $315K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,555 $314K 0.03% -118 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,544 $314K <0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,526 $312K 0.02% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,520 $312K 0.25% -5,327 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,520 $312K 0.06% +270 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,518 $312K 0.01% -2,424 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,505 $311K <0.01% -1,065 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,498 $310K 0.2% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,460 $308K 0.02% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,451 $307K 0.01% +2 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,425 $305K 0.16% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,412 $305K 0.12% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,386 $303K 0.02% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,378 $302K 0.1% -382 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,378 $302K 0.06% +173 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,305 $297K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,277 $295K 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,257 $294K 0.16% -1,310 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,229 $292K 0.13% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,203 $290K 0.02% -507 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,173 $288K 0.01% +128 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,153 $287K 0.01% -34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,033 $286K 0.23% -119 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,131 $285K 0.05% -212 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,129 $285K 0.03% +1,245 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,119 $284K -432 Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,095 $283K 0.1% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,084 $282K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,014 $280K 0.25% -28 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,046 $279K 0.13% -69 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,039 $279K 0.07% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,033 $278K 0.01% -297 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,028 $278K 0.01% -68,603 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,024 $278K 0.21% -569 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,869 $277K 0.08% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,010 $277K 0.01% -703 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $276K 0.08% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,996 $276K 0.04% -1,122 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,970 $274K 0.21% +85 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,969 $274K 0.01% +474 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,932 $273K 0.05% -980 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,939 $272K 0.01% -105 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,932 $271K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,317 $271K 0.01% -3,218 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,902 $271K 0.16% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,895 $269K 0.14% -26 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,886 $268K 0.22% -62 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,861 $267K 0.07% +299 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,859 $266K 0.06% -1,348 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,834 $265K 0.01% -452 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,831 $264K 0.08% +776 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,830 $264K 0.25% 0 13F-HR/A Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,824 $264K 0.06% -340 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,790 $262K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,748 $259K 0.03% +550 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 3,747 $259K 0.26% -475 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,716 $256K 0.06% -96 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,714 $256K 0.32% 0 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,696 $255K 0.01% -651 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 3,696 $255K <0.01% +287 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,686 $254K 0.32% +73 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,656 $252K 0.01% -143 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,650 $252K 0.01% +90 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,645 $252K 0.02% +186 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,640 $251K 0.03% +596 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,626 $250K 0.05% +136 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,626 $250K 0.01% +12 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,614 $249K 0.11% -177 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,582 $247K 0.05% -219 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,556 $245K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,554 $245K 0.01% +444 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,543 $245K 0.02% -779 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,535 $244K 0.05% +600 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,435 $244K 0.11% -151 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,531 $244K 0.04% -2,087 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,526 $243K 0.02% +417 13F-HR/A Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,518 $243K 0.01% -12,782 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,473 $242K 0.08% -142 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,501 $242K <0.01% new 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 3,500 $242K 0.06% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,500 $242K 0.1% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,493 $241K 0.01% -149 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,466 $239K 0.07% +388 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,443 $238K 0.21% -115 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,443 $238K 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,439 $237K 0.08% +494 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,433 $237K 0.02% +1,059 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,431 $237K 0.19% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,424 $236K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,423 $236K 0.01% +240 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,405 $235K 0.01% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,402 $235K 0.08% -294 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,391 $234K 0.05% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,384 $234K <0.01% new 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,380 $233K 0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,372 $233K <0.01% +58 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,354 $231K 0.12% +372 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,352 $231K -630 Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,345 $231K 0.1% +15 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,319 $230K 0.02% -5,987 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 3,330 $230K 0.03% -569 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,300 $228K 0.15% -200 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,300 $228K 0.18% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,287 $227K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,283 $227K 0.02% -3,678 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,277 $226K 0.06% 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,273 $226K 0.14% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,255 $225K 0.03% 0 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,378 $223K 0.11% -51 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,225 $223K 0.04% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 3,210 $222K 0.11% -40 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,200 $221K 0.06% -150 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,187 $220K <0.01% -50 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,165 $218K 0.22% +70 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,163 $218K 0.01% +26 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,794 $218K 0.02% +611 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,148 $217K 0.02% -46,525 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,136 $216K <0.01% -924 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,119 $215K 0.05% -13,142 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,116 $215K 0.06% -562 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,109 $215K 0.01% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,101 $214K 0.15% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,093 $213K 0.04% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,092 $213K 0.05% -11 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,093 $213K 0.01% -5,194 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,084 $213K 0.09% +200 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,030 $209K 0.01% -620 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,022 $209K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,020 $208K 0.02% -44 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,018 $208K 0.12% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,014 $208K 0.11% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 3,011 $208K 0.02% -64 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,000 $207K 0.03% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,000 $207K 0.12% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,981 $206K 0.03% +40 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,976 $205K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,950 $204K 0.02% -1,616 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,950 $204K 0.09% -109 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,950 $204K 0.1% -40 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,944 $203K 0.03% -1,279 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,942 $203K 0.01% -17,800 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,933 $202K 0.02% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,924 $202K 0.04% -22 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,915 $201K 0.14% -375 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,910 $201K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,867 $198K 0.02% +571 13F-HR Timeline