Fire Capital Management LLC More: the full row for Fire Capital Management LLC 10,900 $1.8M 0.84% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 10,894 $1.8M 0.03% -9,852 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,218 $1.8M 0.2% -830 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,362 $1.79M 0.12% +7,671 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 10,812 $1.79M 0.39% -466 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,810 $1.79M 0.09% +294 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,804 $1.79M 0.17% +765 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,802 $1.79M 0.13% +276 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,788 $1.78M 0.07% -482 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,781 $1.78M 0.18% -408 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 10,758 $1.78M 1.66% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 62,795 $1.76M 0.5% +45,800 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 10,625 $1.76M 0.72% -74 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 10,530 $1.76M 0.43% -8 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,618 $1.76M 0.25% -155 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 10,599 $1.75M 1.21% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,540 $1.74M 0.49% -2,560 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,518 $1.74M 0.05% +822 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,458 $1.73M 0.15% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 9,199 $1.72M 1.49% +617 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,362 $1.71M 0.03% +912 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,306 $1.7M 0.21% -3,316 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,306 $1.7M 0.35% -651 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,296 $1.7M 0.03% -731 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 10,258 $1.7M 1.43% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,257 $1.7M 0.12% +1,243 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,248 $1.69M 0.04% -293 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 10,217 $1.69M 0.43% +2 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,212 $1.69M 0.22% +84 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,211 $1.69M 0.42% new 13F-HR Timeline Trust Co More: the full row for Trust Co 10,176 $1.68M 0.16% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 10,172 $1.68M 0.47% -1,101 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,152 $1.68M 0.18% +487 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,117 $1.67M 0.22% +245 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,115 $1.67M 0.68% +640 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,105 $1.67M 0.3% -1,309 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 10,082 $1.67M 0.23% +83 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 10,080 $1.67M 1.11% +285 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 10,068 $1.67M 0.26% new 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 10,065 $1.66M 0.86% -656 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,962 $1.66M 0.69% -20 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 10,034 $1.66M 0.08% +6,927 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,033 $1.66M 0.19% -16,053 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,025 $1.66M 0.17% -315 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,025 $1.66M 1.69% -65 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,022 $1.66M 0.14% -617 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,002 $1.65M 0.26% +145 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 10,000 $1.65M 0.92% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 10,000 $1.65M 0.12% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,994 $1.65M 0.16% -3,397 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,981 $1.65M 0.23% -215 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,971 $1.65M 0.17% +2,081 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,936 $1.64M 0.26% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,933 $1.64M 1.07% +403 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,855 $1.63M 0.24% +26 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,820 $1.62M 0.11% -254 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 9,816 $1.62M 0.95% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,719 $1.62M 0.07% +88 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,757 $1.61M 0.36% +7,586 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,671 $1.61M 0.09% +1,127 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,670 $1.6M 0.05% -32,452 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,643 $1.59M 0.12% +293 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,598 $1.59M 0.09% +82 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 9,590 $1.59M 0.09% +1,130 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,575 $1.58M 0.4% -1,671 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,571 $1.58M 0.1% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9,563 $1.58M 0.16% -115 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,522 $1.58M 0.08% -97 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,536 $1.58M 0.19% +48 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,459 $1.56M 0.06% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9,420 $1.56M 0.08% +31 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,408 $1.56M 0.17% -110 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,692 $1.55M 0.08% -302 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,388 $1.55M 0.03% +388 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 9,384 $1.55M 0.05% +36 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,256 $1.54M 0.03% +599 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 9,318 $1.54M 0.33% -50 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,313 $1.54M 0.15% +154 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 9,298 $1.54M 1.21% +4,633 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 9,240 $1.53M 0.02% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,260 $1.53M 0.1% -760 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 9,182 $1.52M 0.17% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,118 $1.51M 0.54% -65 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,116 $1.51M 0.02% -127 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,084 $1.5M 0.11% +1,201 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,042 $1.5M 0.11% +55 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,025 $1.49M 0.19% +52 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,014 $1.49M 0.08% +3,039 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,992 $1.49M 0.34% -46 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 8,992 $1.49M 1.43% +643 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,985 $1.49M 0.81% +398 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,975 $1.48M 0.19% -1,081 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 9,282 $1.48M 0.84% +7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,908 $1.47M 0.17% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,894 $1.47M 0.13% +405 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,886 $1.47M 0.47% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 8,885 $1.47M 0.06% -910 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,862 $1.47M 0.05% -502 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,861 $1.47M 0.29% +4,521 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,293 $1.46M 0.1% +517 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,837 $1.46M 0.39% +929 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,752 $1.45M 0.28% +812 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 8,636 $1.44M 0.2% +640 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,681 $1.44M 0.03% -189 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,680 $1.44M 0.04% -1,973 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,650 $1.43M 0.21% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,643 $1.43M 0.29% +1,038 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 8,639 $1.43M 0.72% -293 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,620 $1.43M 0.23% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,608 $1.42M 0.22% -43 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,975 $1.42M 0.08% -1,753 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,602 $1.42M 0.04% -84 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,562 $1.42M 1.12% +974 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,546 $1.41M 0.04% -301 13F-HR Timeline Group LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,540 $1.41M 1.12% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,532 $1.41M 0.15% +550 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,512 $1.41M 0.18% +740 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,507 $1.41M 0.01% -83,782 13F-HR Timeline Group Parrish Capital LLC More: the full row for Parrish Capital LLC 8,491 $1.4M 1.25% -282 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,482 $1.4M 0.27% -136 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,469 $1.4M 0.35% +3,769 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,464 $1.4M 0.46% -2 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 8,430 $1.39M 0.78% +59 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,408 $1.39M 0.25% -83 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,333 $1.39M 0.16% +1,120 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 8,397 $1.39M 0.05% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,396 $1.39M 0.29% +409 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,391 $1.39M 0.04% -2,539 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,366 $1.38M 0.08% -100 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 8,352 $1.38M 0.13% -7,000 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 8,318 $1.38M 0.08% -235 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,318 $1.38M 0.1% -1,086 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,298 $1.37M 0.17% -2,899 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,281 $1.37M 0.43% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 8,279 $1.37M 1.1% +23 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,277 $1.37M 0.03% +27 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,276 $1.37M 0.1% +517 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,268 $1.37M 0.41% -9,364 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,257 $1.37M 0.1% +1,895 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,256 $1.37M 0.11% -993 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,209 $1.36M 0.17% -50 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,183 $1.35M 0.1% +1,745 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,172 $1.35M 0.36% -4,619 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,171 $1.35M 0.37% +180 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,164 $1.35M 0.08% -69 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 8,154 $1.35M 0.54% +75 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,145 $1.35M 0.64% +157 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,534 $1.35M 0.61% +40 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,054 $1.34M 0.49% +4 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,096 $1.34M 0.1% +720 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,074 $1.33M 0.08% +897 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,047 $1.33M 0.21% -132 13F-HR Timeline Group NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,039 $1.33M 0.64% -19 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 8,030 $1.33M 0.74% +384 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,905 $1.32M 0.02% +289 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,962 $1.32M 0.34% +14 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,959 $1.32M 0.02% -315 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,926 $1.31M 0.31% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,851 $1.31M 0.07% +493 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,883 $1.3M 0.03% +422 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,833 $1.3M 0.69% +1,289 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 7,832 $1.29M 0.41% +45 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,829 $1.29M 0.95% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,791 $1.29M 0.11% +681 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,820 $1.29M 0.15% -190 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,812 $1.29M 0.63% -6,049 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,809 $1.29M 0.07% +33 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,806 $1.29M 0.18% -49 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 7,800 $1.29M 0.05% -493 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,743 $1.28M 0.34% +284 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,741 $1.28M 0.07% -219 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,741 $1.28M 0.08% -717 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,008 $1.28M 0.96% +2,550 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,703 $1.27M 0.74% -302 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 7,667 $1.27M 1.04% +2,546 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,666 $1.27M 0.77% -60 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,654 $1.27M 0.11% +15 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,647 $1.26M 0.61% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,623 $1.26M 0.47% -121 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,595 $1.26M 0.09% -125 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,590 $1.25M 0.25% -1,361 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,547 $1.25M 0.45% +33 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,518 $1.24M 0.18% +208 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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