Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,110 $749K 0.37% 0 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,109 $748K 0.16% -80 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,094 $746K 0.39% -236 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,090 $745K 0.09% -52 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,053 $744K 0.08% -230 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,078 $743K 0.03% +365 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,075 $742K 0.68% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,051 $738K 0.47% +1,246 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,050 $738K 0.11% +463 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,048 $737K 0.51% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,042 $736K 0.13% +13 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,636 $736K 0.44% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,039 $736K 0.04% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,022 $733K 0.39% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,017 $732K 0.02% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,012 $731K 0.02% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,999 $728K 0.64% -150 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,997 $728K 0.04% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,993 $727K 0.05% +291 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,986 $726K 0.4% +1,515 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,980 $725K 0.1% -69 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,965 $722K 0.1% -102 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,952 $720K 0.27% +2,682 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,949 $719K 0.46% +1 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,942 $718K 0.81% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,939 $717K 0.28% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,935 $717K 0.29% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $716K 0.25% -234 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,927 $715K 0.21% -9 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,925 $715K 0.4% +240 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,922 $714K 0.67% +2,900 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,921 $714K 0.34% -454 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,919 $714K 0.17% +708 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,903 $711K 0.05% -551 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,893 $709K 0.5% -3,261 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,891 $709K 0.85% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,886 $708K 0.08% +1,963 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,882 $707K 0.1% -1,900 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,881 $707K 0.18% +690 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,871 $705K 0.03% +249 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 3,862 $704K 0.35% +45 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,849 $701K 0.07% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,849 $701K 0.08% +183 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,848 $701K 0.37% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,843 $700K 0.05% -1,865 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,826 $697K 0.06% -35 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,821 $696K 0.27% +965 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,820 $696K 0.33% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,083 $695K 0.33% +5 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,809 $694K 0.46% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,799 $692K 0.48% -249 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,793 $691K 0.06% +237 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,777 $688K 0.06% +6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,776 $688K 0.25% -279 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,119 $688K 0.09% +114 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,771 $687K 0.05% -19,441 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,765 $686K 0.24% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,757 $684K 0.33% -24 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,848 $684K 0.62% -970 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,401 $683K 0.35% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,736 $680K 0.08% -85 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,729 $679K 0.6% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,728 $679K 0.25% +235 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,727 $679K 0.05% +103 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,719 $677K 0.66% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 3,719 $677K 0.39% -145 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,715 $677K 0.24% +59 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,709 $676K 0.07% -515 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,680 $675K 0.02% -341 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 3,704 $675K 0.05% -130 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,698 $673K 0.06% -972 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,696 $673K 0.16% +4 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,696 $673K 0.37% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,694 $673K 0.1% -323 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,669 $672K 0.06% -400 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,680 $670K 0.07% -425 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,666 $668K 0.09% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,663 $667K 0.29% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,656 $666K 0.59% +267 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 3,656 $666K 0.21% +406 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,650 $665K 0.06% -3 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,649 $665K 0.41% -1,325 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,645 $664K 0.05% +191 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,633 $662K 0.18% -6,924 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,623 $660K 0.06% +633 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,622 $660K 0.04% -1,917 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,615 $658K 0.09% -99 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,587 $658K 0.25% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,613 $658K 0.62% -191 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 3,611 $658K 0.44% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,610 $657K 0.03% +137 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $656K 0.09% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,600 $656K 0.3% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,598 $655K 0.06% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,596 $655K 0.51% +11 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,596 $655K 0.21% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,593 $654K 0.3% -15 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,593 $654K 0.16% -2,052 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,588 $653K 0.1% +3 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,584 $653K 0.14% +62 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,563 $649K 0.43% -50 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,555 $647K 0.28% -66 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,554 $647K 1.04% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,541 $645K 0.48% -3,210 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,538 $644K 0.08% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,532 $643K 0.19% +299 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,530 $643K 0.12% -2,440 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,530 $643K 0.12% -2,440 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,511 $639K 0.09% -300 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,505 $638K 0.21% +148 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,502 $638K <0.01% -36 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,488 $635K 0.03% -39 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,488 $635K 0.3% -344 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,475 $633K 0.63% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,469 $632K 0.16% +200 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,463 $631K 0.21% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,462 $631K 0.21% +5 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,457 $630K 0.3% +1 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,453 $629K 0.37% -13 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,452 $629K 0.1% -3 13F-HR/A Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,447 $628K 0.16% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,444 $627K 0.04% -1,190 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,443 $627K 0.07% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,441 $627K 0.18% +409 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,528 $626K 0.26% +1,645 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,430 $625K 0.33% -95 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,423 $623K 0.01% +78 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,419 $623K 0.12% +127 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,419 $621K 0.12% +299 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,399 $619K 0.04% +201 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,398 $619K 0.08% +17 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,365 $617K 0.04% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,384 $616K 0.06% +16 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,471 $616K 0.23% -200 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,381 $616K 0.06% 0 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,378 $615K 0.18% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,351 $615K 0.06% +446 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,375 $615K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,359 $612K 0.09% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,358 $612K 0.06% +469 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,354 $611K 0.05% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,352 $611K 0.16% -150 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,349 $610K 0.37% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,341 $608K 0.4% +68 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,299 $605K 0.15% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,313 $603K 0.1% +38 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,310 $603K 0.36% +203 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,309 $603K 0.08% +2,020 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,306 $602K 0.23% +1,763 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,304 $602K 0.09% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,302 $601K 0.52% +383 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,301 $601K 0.08% +1,038 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,300 $601K 0.2% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,275 $596K 0.03% +311 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,273 $596K 0.24% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 3,275 $596K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,271 $596K 0.17% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,240 $591K 0.24% -39 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,227 $588K 0.07% -18 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,227 $588K 0.26% +5 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,225 $587K 0.05% +117 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,224 $587K 0.06% +136 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,306 $587K 0.23% +15 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,212 $585K 0.02% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,209 $584K 0.1% +529 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,208 $584K 0.17% -124 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,203 $583K 0.02% -369 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,173 $578K 0.14% -1,354 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,161 $576K 0.07% -24 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,161 $576K 0.15% +1,515 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,158 $575K 0.22% -25 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,135 $574K 0.04% -135 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,147 $573K 0.06% -88 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,134 $571K 0.05% +1,151 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,124 $569K 0.06% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,122 $569K 0.09% -266 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,114 $567K 0.03% new 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,110 $566K 0.08% +3 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,104 $565K 0.12% +66 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,100 $565K 0.07% -66 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,090 $563K 0.12% -31 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,084 $562K 0.23% +1 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,081 $561K 0.15% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 3,067 $559K 0.84% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,064 $558K 0.04% -439 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,063 $558K 0.05% -145 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,060 $557K 0.04% +16 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,060 $557K 0.17% +462 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,060 $557K 0.65% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,142 $557K 0.04% -2,154 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,056 $557K 0.18% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,054 $556K 0.26% -94 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,045 $555K 0.16% -235 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,039 $553K 0.26% -176 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,029 $552K 0.09% +100 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,020 $550K 0.16% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,041 $547K 0.19% -152 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,004 $547K 0.14% 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,000 $546K 0.19% +24 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $546K 0.38% 0 13F-HR Timeline