Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,741 $2.35M 0.47% +152 13F-HR Timeline United Bank More: the full row for United Bank 12,705 $2.34M 0.79% -1,733 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,656 $2.33M 0.04% -1,138 13F-HR/A Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 12,654 $2.33M 1.02% +1,784 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 12,648 $2.33M 0.42% -5 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 12,631 $2.33M 1.9% 13F-HR/A Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 12,568 $2.32M 2.22% +678 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 12,559 $2.31M 0.65% +740 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,515 $2.31M 0.75% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 12,500 $2.3M 0.35% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 12,490 $2.3M 0.23% +943 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 12,485 $2.3M 0.59% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 12,428 $2.29M 0.23% -993 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,408 $2.29M 0.08% +2,714 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,333 $2.27M 0.11% -1,744 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,308 $2.27M 0.36% +125 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 12,270 $2.26M 2.02% 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 12,200 $2.26M 0.15% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,212 $2.25M 0.55% -150 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,192 $2.25M 0.43% +1,293 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,156 $2.24M 0.04% +498 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 12,039 $2.22M 0.07% +7,200 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,037 $2.22M 0.03% +451 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,973 $2.21M 0.73% +204 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,822 $2.18M 0.23% +1,351 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 11,784 $2.17M 0.49% -172 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 11,778 $2.17M 1.27% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,714 $2.16M 0.3% +7,362 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,667 $2.15M 0.6% -354 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 11,610 $2.14M 0.68% -21 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 11,600 $2.14M 4% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 11,562 $2.13M 0.08% -366 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 11,513 $2.12M 0.26% +5,663 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 11,511 $2.12M +52 Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,484 $2.12M 0.02% +5,324 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,476 $2.11M 0.01% +1,876 13F-HR Timeline Group Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 11,450 $2.11M 0.06% -2,000 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,400 $2.1M 0.04% -3,407 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 11,342 $2.09M 0.83% 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,314 $2.08M 0.6% +340 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 11,293 $2.08M 1.6% +94 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 11,293 $2.08M 0.34% +322 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11,286 $2.08M 0.2% -40 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,283 $2.08M 0.51% +201 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 11,251 $2.07M 0.9% +368 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11,240 $2.07M 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,236 $2.07M 0.84% -23 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 11,235 $2.07M 0.74% -283 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 11,204 $2.06M 0.03% +75 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 11,186 $2.06M 0.24% +914 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 11,185 $2.06M 0.06% +5,040 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 11,083 $2.04M 0.38% -705 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,024 $2.03M 0.07% -2,113 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 10,964 $2.02M 1.4% +326 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,957 $2.02M 0.02% -2,150 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 10,946 $2.02M 0.78% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,899 $2.01M 0.27% +486 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,850 $2M 0.14% +467 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 12,530 $2M 0.88% +1,534 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,704 $1.97M 0.38% -2,261 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 10,683 $1.96M 1.8% 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 10,605 $1.95M 0.3% +947 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,596 $1.95M 0.28% +460 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,566 $1.95M 0.75% +580 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 10,562 $1.95M 0.39% +98 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,521 $1.94M 0.14% +7 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 10,499 $1.93M 0.59% +7 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 10,488 $1.93M 0.56% -554 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,486 $1.93M 0.25% +538 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,449 $1.92M 0.12% +296 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 10,444 $1.92M 0.15% -28 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,428 $1.92M 0.13% +284 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,427 $1.92M 0.42% -1,035 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 10,421 $1.92M +9,337 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,392 $1.91M 0.12% +1,671 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,357 $1.91M 1.53% 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 10,350 $1.91M 1.92% 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,294 $1.9M 0.58% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,150 $1.89M 0.04% -2,441 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 10,223 $1.88M 0.34% +245 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,195 $1.88M 1.57% +50 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,173 $1.87M 0.26% +295 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,155 $1.87M 0.21% -16 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 10,154 $1.87M 1.69% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,151 $1.87M 0.11% -1,370 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,143 $1.87M 0.12% +124 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,123 $1.86M 0.09% -641 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 10,118 $1.86M 0.98% -114 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,100 $1.86M 0.77% +60 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,535 $1.85M 0.06% -866 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 $1.84M 2.7% 0 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 10,000 $1.84M 3.42% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,986 $1.84M 0.18% +331 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,964 $1.84M 0.62% -653 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,926 $1.83M 0.28% -5 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 9,904 $1.82M -1,544 Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 9,886 $1.82M 0.09% -255 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,856 $1.82M 0.83% +3,734 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,845 $1.81M 0.14% +2,195 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 9,834 $1.81M 0.19% -150 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,812 $1.81M 0.07% +190 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,766 $1.8M 0.17% -4,173 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,742 $1.79M 0.01% +23 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,706 $1.79M 0.51% +363 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 9,681 $1.78M 0.87% +34 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,632 $1.77M 0.13% -400 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,627 $1.77M 0.03% +237 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,616 $1.77M 0.79% -73 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 9,601 $1.77M 1.31% +2,102 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,597 $1.77M 0.14% -399 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,585 $1.77M 0.21% +2,460 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,585 $1.77M 0.06% +6,214 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,557 $1.76M 0.58% +7,142 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,566 $1.76M 0.1% -2,953 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 9,520 $1.75M 0.8% -716 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,503 $1.75M 0.1% +180 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,500 $1.75M 0.14% +555 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 9,488 $1.75M 1.74% +434 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,461 $1.74M 0.03% +1,376 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,456 $1.74M 0.14% -3,094 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,446 $1.74M 0.57% +1,833 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 9,348 $1.72M 0.38% -206 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,332 $1.72M 0.25% +203 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,300 $1.71M 0.01% +1,206 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,291 $1.71M 0.68% +1,331 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,264 $1.71M 0.05% -32,271 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 9,258 $1.71M 0.94% -3 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 9,232 $1.7M 0.1% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,206 $1.7M 0.26% +961 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,196 $1.69M 0.06% -373 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 9,189 $1.69M 0.32% +70 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 9,145 $1.68M 0.2% -1,050 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 9,130 $1.68M 1.15% -315 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,098 $1.68M 0.19% +3,272 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,076 $1.67M 0.93% -226 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,028 $1.66M 0.06% -816 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,552 $1.66M 0.17% -3 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,980 $1.65M 0.74% +150 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 8,950 $1.65M 0.14% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,950 $1.65M 0.04% -28 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,941 $1.65M 1.22% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 8,890 $1.64M 0.14% -244 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,888 $1.64M 0.14% +550 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,858 $1.63M 0.43% 0 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 8,845 $1.63M 0.12% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,838 $1.63M 0.1% -7,169 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 8,830 $1.63M 1.42% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,656 $1.61M 0.22% +41 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,749 $1.61M 0.59% -22 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,745 $1.61M 0.03% -9,438 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,735 $1.61M 0.16% -89 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,723 $1.61M 0.04% +1,434 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,720 $1.61M 0.1% +1,271 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 8,715 $1.61M 1.5% 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 8,714 $1.61M 0.01% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 8,406 $1.6M 0.66% +778 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,685 $1.6M 0.16% +222 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,638 $1.59M 0.02% -2,920 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,616 $1.59M 0.43% -340 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,593 $1.58M 0.69% +662 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,591 $1.58M 0.46% +1,357 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8,591 $1.58M 0.44% +15 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,580 $1.58M 0.09% +428 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,572 $1.58M 0.09% -37,507 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,548 $1.57M 0.05% +1,038 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,540 $1.57M 0.76% +2,787 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 8,407 $1.57M 0.77% +103 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 8,516 $1.57M 0.26% +116 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,510 $1.57M 0.1% -223 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,353 $1.56M 0.11% -3,379 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,460 $1.56M 0.11% +343 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,450 $1.56M 0.24% +2,071 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,448 $1.56M 0.32% +3,815 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,437 $1.55M 0.13% -900 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 8,437 $1.55M 0.22% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,405 $1.55M 0.36% -25 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,335 $1.54M 0.56% +6 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,321 $1.53M 0.2% +17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,231 $1.52M 0.24% +1,974 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 8,217 $1.51M 1.34% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,207 $1.51M 0.24% +133 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 8,192 $1.51M 1.66% -7,390 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,185 $1.51M 0.05% +1,021 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,175 $1.51M 0.28% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,173 $1.51M 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,157 $1.5M 0.14% +864 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,156 $1.5M 0.66% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,151 $1.5M 0.73% -195 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 8,138 $1.5M 1.86% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,095 $1.49M 0.94% +52 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 8,085 $1.49M 0.36% +284 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,079 $1.49M 0.28% -415 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,027 $1.48M 0.02% +1,201 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,000 $1.47M 0.44% -1,921 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,975 $1.47M 0.18% -764 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,947 $1.46M 0.26% +717 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,935 $1.46M 0.01% +5,364 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,912 $1.46M 0.23% -192 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,910 $1.46M 0.51% +1,544 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,905 $1.46M 0.15% +226 13F-HR Timeline