Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,397 $411K <0.01% -2,911 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 13,334 $409K <0.01% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,300 $408K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,293 $408K 0.05% -707 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 13,284 $408K 0.02% -26,536 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 13,242 $406K 0.11% +189 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 13,189 $405K 0.15% +2,099 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,140 $403K 0.01% -13,504 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 13,114 $402K 0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,106 $402K 0.18% +1,017 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 13,105 $402K 0.07% +4,420 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 13,077 $401K 0.45% -20,431 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 13,060 $401K 0.08% -1,900 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 12,978 $398K 0.13% +1,445 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,907 $396K 0.06% +275 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,778 $392K 0.04% +65 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 12,775 $392K 0.07% -647 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 12,645 $391K 0.08% -120 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 12,683 $389K 0.26% -400 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,680 $389K 0.17% +167 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,600 $387K 0.03% -4,550 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,595 $386K 0.03% +20 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 12,623 $386K 0.02% -1,038 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 12,580 $386K 0.41% -4,075 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,500 $384K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,492 $383K 0.03% -155 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 12,460 $382K 0.07% +12,459 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,459 $382K 0.22% +42 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,419 $381K 0.12% -200 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,369 $379K 0.01% -7,087 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,313 $378K 0.05% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,302 $377K 0.13% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 12,205 $374K 0.32% -1,070 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,172 $373K <0.01% +2,042 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 12,121 $372K 0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,121 $372K 0.04% 0 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,107 $371K 0.08% -1,509 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 12,096 $371K 0.06% -4,489 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,073 $370K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 12,052 $370K 0.01% -155 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,012 $369K 0.08% -894 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,001 $368K 0.01% -3,524 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,982 $368K <0.01% -511,418 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,955 $367K 0.03% +30 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 11,786 $365K 0.25% +881 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,907 $365K 0.08% -2,951 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 11,865 $364K 0.11% +3 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,859 $364K 0.02% -28,025 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 11,857 $364K 0.09% +14 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,827 $363K 0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,824 $363K 0.18% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,797 $362K 0.03% +38 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,791 $362K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,776 $361K 0.01% -2,343 13F-HR/A Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,757 $361K 0.03% -504 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 11,650 $357K 0.29% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11,629 $357K 0.12% -1,493 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,575 $355K <0.01% -2,915 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 11,481 $352K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,441 $351K 0.02% -629 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,410 $350K 0.01% -3,111 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,299 $347K 0.1% +394 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 11,200 $344K 0.15% -8,600 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 11,152 $342K 0.13% -6,940 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 11,139 $342K 0.01% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,112 $341K 0.03% +1,036 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 11,074 $340K 0.21% -280 13F-HR/A Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,064 $339K 0.04% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 10,990 $337K 0.01% -1,374 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,969 $336K 0.22% +208 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,947 $336K 0.09% +829 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,929 $335K 0.24% +2,463 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,824 $332K 0.01% +555 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,728 $329K <0.01% -588 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,735 $329K <0.01% -999 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,683 $328K 0.03% +600 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,675 $327K 0.01% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,654 $327K <0.01% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,607 $325K 0.02% +37 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,591 $325K 0.12% +129 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,590 $325K 0.26% -1,291 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,578 $325K +845 Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,408 $325K 0.12% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,560 $324K 0.01% +5,860 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,454 $321K 0.03% +7 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,415 $320K 0.07% -1,060 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,365 $318K 0.07% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,357 $318K 0.01% 0 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,339 $317K 0.04% +3,034 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,308 $316K 0.05% -300 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 10,240 $314K <0.01% -17,694 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,225 $314K 0.02% -1,010 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,222 $314K 0.11% -9,159 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,221 $314K 0.01% -46,519 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,163 $311K 0.09% +738 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 10,084 $309K 0.29% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,056 $309K 0.01% +282 13F-HR/A Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,000 $307K 0.2% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,000 $307K 0.04% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 10,000 $307K 0.13% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 9,952 $305K 0.08% -335 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,942 $305K 0.02% +100 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,939 $305K 0.02% +3,113 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,926 $305K 0.01% +75 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,919 $304K 0.03% -649 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 9,912 $304K 0.14% +289 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,900 $304K 0.01% new 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 9,747 $299K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,744 $299K 0.01% -411 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,629 $295K 0.01% +1,912 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,449 $295K 0.02% +1,857 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,602 $295K 0.14% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,599 $294K 0.05% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,595 $294K 0.01% -100 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,555 $293K 0.15% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 9,464 $290K 0.14% -1,249 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 9,430 $289K 0.15% -2,786 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,387 $288K 0.07% -329 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,374 $288K 0.23% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,370 $287K 0.03% -62 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,342 $287K 0.06% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,341 $287K 0.07% 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,339 $287K 0.13% -1,625 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 9,227 $283K 0.03% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 9,112 $282K 0.22% +117 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,184 $282K 0.07% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,184 $282K 0.08% -521 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,181 $282K 0.04% -1,050 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,177 $282K 0.02% -1,006 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,110 $279K 0.09% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,107 $279K 0.02% +194 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 9,052 $278K 0.11% +2,408 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,000 $276K 0.11% -200 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,997 $276K 0.04% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,893 $273K 0.06% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,794 $270K 0.06% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 8,765 $269K 0.11% +1,359 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,750 $268K 0.05% +163 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,744 $268K 0.18% -416 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,741 $268K <0.01% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,738 $268K 0.24% +774 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,738 $268K 0.1% +936 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,722 $268K 0.01% +2,149 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,706 $267K 0.04% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,700 $267K 0.19% -2,100 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,699 $267K 0.2% -2 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,687 $267K 0.03% +307 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 8,576 $266K 0.01% -420 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,645 $265K 0.04% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,609 $264K 0.05% +1,725 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,602 $264K <0.01% +76 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,400 $258K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,294 $256K 0.01% -432 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,312 $255K 0.07% -1,633 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,250 $253K 0.01% -371 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,217 $252K 0.09% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,189 $251K 0.08% -5,222 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,068 $248K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $245K 0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,997 $245K 0.02% -110,779 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,000 $245K 0.13% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,980 $245K 0.09% -429 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,979 $245K 0.05% +31 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,941 $244K 0.19% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,935 $243K 0.06% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,927 $243K 0.08% -667 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,900 $242K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,885 $242K 0.04% +600 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,865 $241K 0.05% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,795 $239K 0.02% -1,500 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,661 $235K 0.03% -2,942 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,631 $234K 0.21% -239 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,600 $233K 0.1% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 7,593 $233K 0.21% -322 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,551 $232K 0.02% new 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 7,559 $232K 0.02% -1,383 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,539 $231K 0.03% -1,800 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,525 $231K 0.02% -39,014 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,522 $231K 0.11% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,423 $229K 0.01% new 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,444 $228K 0.01% -649 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,440 $228K 0.13% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,273 $228K 0.08% -2,868 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,388 $227K -504 Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 7,331 $227K 0.09% +605 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,348 $225K 0.15% -202 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 7,319 $225K 0.01% +510 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,316 $224K 0.02% -2,769 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,308 $224K <0.01% +53 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,298 $224K 0.01% +305 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,298 $224K 0.08% -69 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 7,282 $223K 0.07% -2,260 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,246 $222K 0.07% -6,225 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 7,239 $222K 0.04% +207 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,110 $220K 0.08% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,184 $220K 0.09% +119 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,115 $218K 0.03% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 7,030 $216K 0.01% new 13F-HR Timeline Group Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,025 $216K 0.15% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,017 $215K 0.05% 0 13F-HR Timeline