W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 9,242 $971K 0.59% -1,443 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,013 $947K 0.01% +1,274 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,987 $945K 0.59% -58 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,854 $931K 0.08% +1,254 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 8,841 $929K 0.01% -14,516 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,860 $924K 0.01% +156 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,652 $909K 0.05% new 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 8,631 $907K 0.35% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,616 $906K 0.31% +70 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 8,599 $904K 0.01% -11,517 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,512 $895K 0.02% +513 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,472 $891K 0.01% +4,055 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 8,441 $887K 0.01% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,424 $885K 0.04% +72 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 8,371 $880K 0.04% +5,598 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,348 $877K 0.01% -223 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,286 $871K 0.02% -1,235 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,278 $870K 0.01% +1,551 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,251 $867K 0.02% -380 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,216 $864K 0.02% new 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,200 $862K 0.17% +1,000 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,198 $862K 0.06% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,116 $853K 0.06% +1,801 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,117 $852K 0.09% -1,217 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,906 $831K 0.02% -330 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,744 $814K 0.1% -211 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,662 $805K 0.46% -50 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 7,660 $805K 0.06% -1,434 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 7,626 $802K 0.06% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,616 $801K 0.01% +2,396 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,598 $799K 0.33% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,620 $793K 0.02% -1,585 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,533 $792K 0.02% -177 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,425 $780K 0.23% +685 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,417 $780K 0.03% -38,407 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 7,416 $780K 0.01% +115 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,400 $778K 0.33% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,373 $775K 0.01% -994 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,334 $771K 0.03% -7 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,285 $766K 0.01% -390 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,243 $761K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,233 $760K <0.01% -1,716 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,212 $758K 0.12% -1,550 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,200 $757K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,196 $756K <0.01% +934 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,155 $752K 0.02% +119 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,043 $740K 0.04% -424 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,004 $736K 0.11% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 7,001 $736K 0.4% -220 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,996 $735K 0.06% +14 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,873 $722K 0.01% +1,468 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,871 $722K 0.01% -511 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,826 $717K 0.01% -75 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,783 $713K 0.09% +714 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,772 $712K 0.01% -693 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 6,666 $702K 0.44% -119 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,676 $702K 0.03% -183 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,670 $701K 0.01% +3,738 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,611 $695K 0.01% +1,781 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,650 $688K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,569 $686K 0.01% -569 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,422 $675K <0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,413 $674K 0.01% +141 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,326 $665K 0.05% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 6,311 $663K 0.47% -50 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,218 $654K 0.09% +39 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,154 $647K 0.02% +200 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 6,186 $643K 1.68% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,087 $640K 0.04% +1,056 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,123 $637K <0.01% +3,634 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,026 $633K 0.07% +1,685 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,980 $629K 0.21% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,976 $628K -1,063 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,967 $627K 0.01% -243 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,961 $627K 0.02% -3,716 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,776 $607K 0.03% -90 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 5,775 $607K 0.39% -50 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,755 $605K 0.02% +292 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,716 $601K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,683 $597K 0.01% -375 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,680 $597K 0.04% +3,380 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,654 $594K 0.05% -25 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 5,620 $591K 0.22% +104 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,597 $588K 0.02% -211 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,584 $587K 0.03% -200 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,580 $587K <0.01% -700 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,578 $586K 0.01% -6,501 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,545 $583K 0.15% -506 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,470 $575K 0.04% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,444 $572K 0.56% -25 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,438 $572K <0.01% +654 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,428 $571K 0.05% -133 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,339 $561K 0.14% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,334 $561K 0.05% -462 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,282 $555K 0.01% -566 13F-HR Timeline Group Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 5,256 $552K 0.28% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,219 $549K 0.32% +320 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,218 $548K 0.01% -10 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 5,204 $547K 0.18% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,198 $546K 0.01% -25 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,187 $545K 0.15% -5,321 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,173 $544K 0.06% -848 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,322 $541K 0.05% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,125 $539K <0.01% +298 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,105 $537K 0.02% +3,477 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5,067 $533K 0.13% -130 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,061 $532K 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,052 $531K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,048 $531K 0.03% +1,195 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,042 $530K 0.02% -2,788 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $526K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,993 $525K 0.01% -424 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,965 $522K 0.12% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,953 $521K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,952 $520K 0.01% -5,297 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,938 $519K 0.01% -30,353 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,926 $518K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,871 $512K 0.06% -42 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,864 $511K <0.01% +6 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,815 $506K 0.02% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,776 $502K 0.04% +133 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,923 $490K 0.17% -91 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,630 $487K 0.02% -115 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,600 $484K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,582 $482K 0.04% +71 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,582 $482K 0.01% -9,248 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,580 $481K 0.01% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,570 $480K 0.29% 0 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,555 $479K 0.03% -1,266 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,538 $477K 0.16% +2,148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,507 $474K 0.12% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,487 $472K 0.02% -778 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,458 $469K 0.01% -19 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,448 $468K 0.13% -75 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,434 $466K 0.19% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,403 $463K 0.16% +127 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,400 $462K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,397 $462K 0.05% -70 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,389 $461K <0.01% +26 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,382 $461K 0.02% +57 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,377 $460K 0.28% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,349 $457K 0.5% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,320 $454K 0.01% +3,649 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,316 $454K 0.02% new 13F-HR/A Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,314 $453K 0.33% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,283 $450K 0.34% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,265 $448K 0.01% -40 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,242 $446K 0.11% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,228 $444K 0.01% +157 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,221 $444K 0.01% +347 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,163 $438K 0.02% -1,558 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,150 $436K 0.01% +538 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,149 $436K 0.04% new 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 4,128 $434K 0.01% -17,356 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,119 $433K 0.01% +758 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,116 $433K 0.05% +9 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,107 $432K 0.04% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,106 $432K 0.07% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,092 $430K 0.03% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,566 $426K 0.08% +769 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,017 $422K 0.01% +463 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,988 $419K 0.04% +1,063 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,958 $416K 0.01% -457 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,946 $415K <0.01% -4,841 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,945 $415K 0.02% +42 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,872 $408K 0.07% -345 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,858 $406K 0.01% +821 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,209 $405K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,830 $403K 0.05% -75 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,829 $402K 0.09% -297 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,819 $401K 0.01% -178 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,776 $397K <0.01% +401 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,749 $394K <0.01% +169 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,748 $394K 0.01% -124 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,731 $392K 0.01% -66 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,700 $389K 0.08% 0 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,756 $389K 0.03% -53 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,680 $387K 0.02% +1,669 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,652 $384K 0.08% -220 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,627 $381K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,608 $379K 0.14% -2 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,603 $379K 0.13% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,599 $378K 0.25% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,595 $378K 0.04% -4,879 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,587 $377K 0.02% +14 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,578 $376K 0.01% -248 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,550 $373K 0.26% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,546 $373K 0.11% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,535 $372K <0.01% -51 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,512 $369K 0.02% -40 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,507 $369K 0.07% -7,242 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,486 $366K 0.02% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,471 $365K <0.01% -555 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,439 $361K 0.08% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,433 $361K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,423 $360K 0.11% +22 13F-HR Timeline Ellevest, Inc. 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