Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 32,171 $1.02M 0.59% -2,059 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 31,988 $1.01M 0.74% -713 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 31,725 $1M 0.13% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,525 $1M 0.01% -250 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31,559 $998K 0.01% +841 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 31,552 $998K 0.08% +3,540 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 31,541 $997K 0.1% -493 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,131 $984K 0.02% -4,880 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 31,005 $980K 0.02% -6,401 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 30,723 $971K 0.33% +3,193 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,710 $971K 0.01% -17,391 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 30,587 $967K 0.14% -755 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 30,461 $963K 0.01% -9,504 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30,103 $952K 0.08% -5,133 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 29,558 $935K 0.32% +18,406 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 29,288 $926K 0.22% +1,988 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 29,215 $924K 0.18% -41,943 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 29,187 $923K 0.06% -765 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 29,158 $922K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 29,111 $921K 0.25% +1,767 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 28,777 $910K 0.09% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 28,704 $908K 0.12% -1,218 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 28,406 $898K 0.08% -550 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 28,391 $898K 0.03% +17,567 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 28,242 $893K 0.3% -624 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,230 $893K 0.02% -848 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,015 $886K 0.01% +2,920 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 27,795 $882K 0.07% -3,872 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27,902 $882K 0.06% -16,181 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,773 $878K 0.13% new 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 27,765 $878K 0.75% +274 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,519 $870K 0.05% +15,660 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 27,443 $868K 0.17% +210 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 27,054 $855K 0.04% -426 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 27,000 $854K 0.14% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 26,927 $851K 0.01% -1,013 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,638 $842K 0.01% +1,180 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 26,323 $832K 0.56% -43,090 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,177 $828K 0.05% +2,036 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 26,012 $822K <0.01% +359 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 25,950 $821K 0.06% +5,178 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 25,844 $817K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 25,720 $813K 0.04% -3,654 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 25,599 $809K 0.38% +2,478 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,568 $808K <0.01% +636 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 25,500 $806K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,447 $805K 0.14% +13,435 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 25,371 $803K 0.19% +7,164 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 25,374 $802K 0.22% -1,201 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,273 $799K 0.01% +10,359 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 25,031 $791K 0.6% -9,307 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 25,000 $790K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,961 $789K 0.24% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 25,380 $786K 0.03% +16,693 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24,716 $782K 0.05% -6,869 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 24,598 $778K 0.62% +949 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 24,324 $769K 0.53% +144 13F-HR Timeline Busey Bank More: the full row for Busey Bank 24,181 $765K 0.02% -2,950 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 23,923 $756K 0.25% -1,761 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 23,642 $748K 0.05% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 23,528 $744K 0.08% +7,319 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 23,502 $743K 0.13% -2,430 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,433 $741K 0.01% +1,591 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 23,172 $733K 0.03% -3,812 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 23,140 $732K <0.01% -1,900 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 22,990 $727K 0.22% -7,000 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 22,830 $722K 0.04% -1,338 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,789 $721K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 22,779 $720K 0.46% +4,625 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 22,738 $719K 0.77% +3,036 13F-HR/A Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 22,675 $717K 0.07% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 22,636 $716K 0.3% +297 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 22,621 $715K 0.1% -2,316 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 22,584 $714K 0.17% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 22,510 $712K 0.18% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,416 $709K <0.01% +341 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,215 $702K 0.12% +282 13F-HR/A Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 22,000 $696K 0.39% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,926 $693K 0.04% +12,819 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 21,860 $691K 0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21,814 $690K 0.32% -12,184 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 21,796 $689K 0.32% -102 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,616 $683K 0.25% +39 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,590 $683K 0.2% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 21,487 $679K 0.28% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,401 $677K 0.58% +26 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 21,362 $675K 0.33% new 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 21,344 $675K 0.54% -3,150 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,295 $673K <0.01% -2,331 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 21,280 $673K 0.19% -11,705 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 21,208 $671K 0.08% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 21,165 $669K 0.19% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 21,000 $664K 0.28% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,955 $663K 0.02% +1,529 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 20,900 $661K 0.57% -15,550 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,691 $654K 0.06% +41 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 20,666 $653K 0.08% new 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 20,545 $650K 3.97% -2,053 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,491 $648K 0.05% +54 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,426 $646K 0.02% -684 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 20,388 $645K 0.51% -163 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,292 $642K 0.18% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 20,172 $638K 0.25% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 20,150 $637K 0.05% -250 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,147 $637K 0.02% -5,048 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,131 $637K 0.02% -6,960 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 20,051 $634K 0.02% -4,299 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 20,037 $634K 0.37% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19,977 $632K 0.07% -3,175 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 19,855 $628K 0.17% +715 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,542 $618K 0.02% -1,420 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 19,540 $618K 0.19% -1,641 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 19,417 $617K 0.01% -6,312 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 19,397 $613K <0.01% -2,070 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 19,264 $609K 0.15% -14,487 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,241 $608K <0.01% -11,556 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 19,545 $606K 0.03% -4,697 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,077 $603K 0.16% +35 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18,908 $598K 0.12% 0 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 18,867 $597K 0.18% -586 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 18,785 $594K 0.43% +7,135 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,729 $592K 0.05% +294 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 18,688 $591K 0.34% -10 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 18,681 $591K 0.16% +1,782 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 18,612 $589K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,451 $583K 0.02% +4,849 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,436 $583K <0.01% +531 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,339 $580K 0.04% -2,865 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,248 $577K 0.05% -1,159 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,166 $574K 0.05% -720 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 18,105 $572K 0.1% -667 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,071 $571K 0.02% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17,990 $569K 0.15% +2,200 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 17,878 $565K 0.36% -500 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,839 $564K 0.03% -836 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,769 $562K 0.04% -6,090 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 17,758 $561K 0.19% +16,998 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,745 $561K <0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,678 $559K 0.04% -1,978 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,521 $554K 0.07% -3,425 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 17,500 $553K 0.02% -1,000 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 17,488 $553K 0.33% +4,805 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 17,459 $552K 0.25% +74 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 17,435 $551K 0.19% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,416 $551K 0.02% +30 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,369 $549K 0.04% -2,551 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17,363 $549K 0.14% +273 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,335 $548K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,292 $547K 0.04% +4,692 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 17,148 $542K 0.32% -161 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 16,900 $534K 0.05% -2,475 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,718 $529K 0.06% -5,388 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,687 $528K 0.04% +4 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 16,672 $527K 0.14% -2,206 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 16,463 $521K 0.19% -305 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,401 $519K 0.01% -1,441 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 16,360 $517K 0.64% 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 16,330 $516K 0.31% -7,132 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,240 $514K 0.01% -2,250 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,220 $513K 0.19% +1,900 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,172 $511K 0.01% +4,000 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,160 $511K <0.01% -719 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,100 $509K 0.02% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,991 $506K 0.03% -296 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 15,900 $503K <0.01% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 15,846 $501K 0.08% +294 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 15,824 $500K 0.06% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 15,808 $500K 0.13% -1,151 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 15,790 $499K 0.26% -1,000 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,585 $493K 0.02% -3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,552 $492K 0.01% -243 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,455 $489K 0.01% -859 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,589 $484K 0.01% -635 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 15,231 $482K 0.08% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,153 $479K 0.04% -387 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 15,122 $478K 0.08% -2,932 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,116 $478K 0.01% -3,581 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 15,027 $475K 0.2% -675 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,998 $474K 0.02% +5,059 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,793 $469K 0.05% -1,438 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 14,792 $468K 0.03% +409 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,703 $465K 0.01% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 14,630 $463K 0.06% +186 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 14,580 $461K 0.01% +4,020 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,557 $460K 0.02% -1,929 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,498 $458K 0.01% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,497 $458K 0.03% -4,135 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,343 $454K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,333 $453K 0.03% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 14,260 $451K 0.16% +1,071 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,217 $450K 0.02% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,177 $448K 0.03% -983 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,168 $448K 0.03% +196 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 14,114 $446K 0.4% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,064 $445K 0.06% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 14,063 $445K 0.07% +1,603 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,009 $443K 0.11% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,000 $443K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,972 $442K 0.04% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 13,946 $441K 0.1% -1,114 13F-HR/A Timeline