MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,221 $3.01M 0.18% +265 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,192 $3M 0.28% +375 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 12,041 $2.96M 0.28% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,032 $2.96M 0.06% -2,781 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,029 $2.96M 0.63% -115 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 11,863 $2.92M 1.02% -31 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,807 $2.91M 0.09% +701 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,798 $2.9M 0.03% +1,003 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,779 $2.9M 0.33% -213 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 11,767 $2.9M 2% +440 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 11,724 $2.89M 0.43% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 11,720 $2.89M 0.37% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,718 $2.88M 0.14% +303 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,707 $2.88M 0.83% -418 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,698 $2.88M 0.92% -2,055 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,634 $2.86M 1.15% +1 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 11,578 $2.85M 0.12% +132 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 11,525 $2.84M 0.18% -135 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,499 $2.83M 0.13% +780 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 11,453 $2.82M 1.25% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,450 $2.82M 1.3% +90 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,415 $2.81M 0.03% -4,449 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,388 $2.8M 0.15% -2,330 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,317 $2.79M 0.03% +368 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,304 $2.78M 0.31% -369 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 11,212 $2.76M 0.07% +2,411 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,121 $2.74M 0.14% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 11,118 $2.74M 0.78% +84 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 11,100 $2.73M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,036 $2.72M 0.03% +848 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,026 $2.71M 1.93% -222 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,010 $2.71M 0.05% -448 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,958 $2.7M 0.23% -665 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,661 $2.7M 0.1% -296 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,834 $2.7M 0.18% +9,430 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,942 $2.69M 0.04% -625 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,936 $2.69M 0.16% -767 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,654 $2.68M 0.26% +995 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 10,789 $2.66M 0.02% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,773 $2.65M 1.28% +760 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,731 $2.64M 0.53% -425 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,698 $2.63M 0.23% -671 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,630 $2.62M 0.04% +252 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,567 $2.6M 0.03% +106 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,513 $2.59M 0.09% -6,926 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,487 $2.58M 0.02% +882 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,234 $2.58M 0.01% -65 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,456 $2.57M 0.14% +499 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,444 $2.57M 0.32% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 10,415 $2.57M 0.28% +24 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,407 $2.56M 0.14% +53 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,351 $2.55M 1.45% +1 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 10,327 $2.54M 0.77% +6 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,276 $2.53M 0.31% +3,849 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,204 $2.51M 0.03% +266 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,119 $2.49M 0.12% -107 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 10,097 $2.49M 1.23% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,107 $2.49M 0.04% +141 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,075 $2.48M 0.14% +987 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,990 $2.46M 0.03% +324 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.46M 0.22% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 10,000 $2.46M 0.44% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,813 $2.42M 0.4% +527 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,801 $2.41M 0.34% -25 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 9,754 $2.4M 0.02% -8,685 13F-HR Timeline Group Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 9,706 $2.39M 1.11% +34 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,691 $2.39M 0.07% +596 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 9,598 $2.36M 0.87% 0 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,566 $2.36M 0.46% +1,235 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 9,545 $2.35M 0.26% +8,196 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,535 $2.35M 0.22% +509 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 9,520 $2.34M 0.03% +101 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,333 $2.34M 0.06% +639 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,377 $2.31M 0.22% +269 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 9,231 $2.27M 0.44% -138 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,216 $2.27M 0.43% +28 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,115 $2.24M 0.04% +2,039 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,082 $2.24M 0.38% -175 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,065 $2.23M 0.04% +140 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,058 $2.23M 0.03% -955 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,982 $2.21M 0.06% -175 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,963 $2.21M 0.05% +304 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,926 $2.2M 0.03% -1,139 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,853 $2.18M 0.08% +44 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,838 $2.18M 0.03% -6 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,763 $2.16M 0.03% +6,849 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,757 $2.16M 0.03% +182 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,703 $2.14M 0.04% -32 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,684 $2.14M 0.28% +408 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 8,678 $2.14M 1.34% new 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,650 $2.13M 0.82% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 8,589 $2.11M 0.1% -449 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,573 $2.11M 0.06% +601 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 8,560 $2.11M 1.39% +2,900 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,521 $2.1M 0.51% +1,090 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,505 $2.09M 0.02% +50 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,464 $2.08M 0.03% -3,016 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,447 $2.08M 0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,419 $2.07M 0.02% +734 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 8,380 $2.06M 0.13% -678 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,358 $2.06M 0.62% +335 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 8,339 $2.05M 0.31% +600 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,304 $2.04M 0.03% +345 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,300 $2.04M 0.06% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,338 $2.04M 0.12% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,255 $2.03M 0.48% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,232 $2.03M 0.45% +84 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,220 $2.02M 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,155 $2.01M 0.17% -85 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,129 $2M 0.02% +61 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,116 $2M 0.08% -1,027 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,082 $1.99M 0.01% -4,417 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,052 $1.98M 0.13% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,035 $1.98M 0.14% -250 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,979 $1.96M 1.15% +1,335 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 7,948 $1.96M 0.21% -5 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,826 $1.95M +4,733 Timeline Argent Trust Co More: the full row for Argent Trust Co 7,916 $1.95M 0.06% +714 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,861 $1.94M 0.03% +847 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,860 $1.94M 0.03% -20 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 7,829 $1.93M 0.66% -25 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,824 $1.93M 0.1% -107 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,802 $1.92M 0.66% 0 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 7,785 $1.92M 1.05% +16 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,744 $1.91M 0.02% +36 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,726 $1.9M 0.03% -2,469 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,691 $1.89M +2 Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,550 $1.89M 0.38% -100 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,650 $1.88M 0.11% new 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. 7,625 $1.88M 0.03% -98 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,595 $1.87M 0.22% +639 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,582 $1.87M 0.18% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,573 $1.86M 0.07% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,479 $1.84M 0.6% -235 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,448 $1.83M 0.03% +755 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 7,438 $1.83M 0.47% -658 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,420 $1.83M 0.46% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,381 $1.82M 0.43% -32 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,372 $1.82M 0.03% -1 13F-HR Timeline Group Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 7,324 $1.8M 0.7% +25 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,285 $1.79M 0.4% +9 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,264 $1.79M 0.15% -317 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 7,213 $1.78M 0.36% -116 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,209 $1.77M 0.4% -317 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,093 $1.75M 0.11% +299 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,077 $1.74M 0.52% -26 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,053 $1.74M 0.13% 0 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 7,000 $1.72M 0.22% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,986 $1.72M 0.01% new 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 6,984 $1.72M 0.01% -173,806 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,963 $1.71M 0.06% -1,286 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,942 $1.71M 0.21% -15 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,928 $1.71M 0.07% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,098 $1.7M 0.02% -23,548 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,879 $1.69M 0.05% -104 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,821 $1.68M 0.05% +580 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,802 $1.67M 0.04% -137 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,795 $1.67M 0.03% +53 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,791 $1.67M 0.01% +119 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,722 $1.66M 0.15% +1,573 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 6,656 $1.64M +5,040 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,640 $1.63M 0.01% -2,543 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,629 $1.63M 0.71% -692 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,600 $1.63M 0.33% +3,216 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,550 $1.61M 0.07% -150 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,523 $1.61M 0.5% +50 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,518 $1.6M 0.23% +781 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,492 $1.6M 0.39% +48 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,470 $1.59M 0.08% +330 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,460 $1.59M 0.05% -240 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,219 $1.58M 0.02% +39 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,382 $1.57M 0.18% -4,710 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,370 $1.57M 0.24% -77 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,368 $1.57M 0.14% -434 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,213 $1.57M 0.04% +352 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,347 $1.56M 0.12% +10 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,318 $1.56M 0.05% +814 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 6,300 $1.55M 0.09% -400 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 6,270 $1.54M 0.32% +3,471 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,269 $1.54M 0.01% +473 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,264 $1.54M 0.24% +2,904 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,235 $1.54M 0.05% -4,308 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,146 $1.51M 0.02% +388 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,146 $1.51M 0.03% +107 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,143 $1.51M 0.69% -9 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,128 $1.51M 0.05% +1,061 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,101 $1.5M 0.08% +2,034 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,098 $1.5M 0.22% -1,025 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,065 $1.49M 0.1% +1,408 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,000 $1.48M 0.28% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,981 $1.47M 0.23% +185 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 5,961 $1.47M 0.28% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,929 $1.46M 0.13% +3,036 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,919 $1.46M 0.18% -53 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,919 $1.46M 0.11% +1,093 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,916 $1.46M 0.06% +942 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,904 $1.45M 0.01% new 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,900 $1.45M 0.24% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,882 $1.45M 0.08% -2 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,873 $1.45M 0.19% -255 13F-HR Timeline