SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,083 $1.3M 0.02% -2,226 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,052 $1.29M 0.51% -219 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,051 $1.29M 0.1% -8 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,009 $1.29M 0.29% -260 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,008 $1.29M 0.02% -293 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,000 $1.29M 0.06% -420 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 10,000 $1.29M 0.91% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,254 $1.29M 0.08% -2,174 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,992 $1.29M 0.12% +27 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,972 $1.28M 0.14% +668 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 9,960 $1.28M 0.09% -465 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,945 $1.28M 0.01% +2,291 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 9,898 $1.27M 0.75% -1,228 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,478 $1.27M 0.04% -5,440 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 9,860 $1.27M 0.43% +1,541 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,302 $1.27M 0.02% +2,508 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,762 $1.26M 0.41% -645 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 9,753 $1.26M 0.56% -372 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 9,751 $1.26M 0.26% +443 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,746 $1.26M 1.29% +199 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,726 $1.25M 0.48% -55 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,717 $1.25M 0.32% +229 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,716 $1.25M 0.04% -2,732 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,713 $1.25M 0.59% +1,412 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,670 $1.25M 0.64% +70 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,653 $1.24M 0.34% -611 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 9,777 $1.24M 0.82% +162 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,651 $1.24M 0.22% -13,462 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,642 $1.24M 0.29% -710 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 9,635 $1.24M 0.12% +391 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,609 $1.24M 0.17% +267 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 9,590 $1.24M 0.23% +133 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 9,583 $1.23M 0.87% -1,120 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,571 $1.23M 0.39% -173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 9,564 $1.23M 1.15% +3,709 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,553 $1.23M 0.02% +1,515 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,536 $1.23M 0.08% +919 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,507 $1.22M 0.75% -335 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,490 $1.22M 0.31% -59 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 9,442 $1.22M 1.2% +1,382 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 9,435 $1.22M 0.33% -11,832 13F-HR/A Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 9,427 $1.21M 0.61% +4,550 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,419 $1.21M 0.22% +50 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 9,393 $1.21M 0.38% +186 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,389 $1.21M 0.63% +100 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,385 $1.21M 0.03% +406 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,371 $1.21M 0.35% -244 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 9,366 $1.21M 0.5% +7,311 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,326 $1.2M 0.1% -75 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,325 $1.2M 0.21% -998 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,324 $1.2M 0.17% +1,920 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 9,300 $1.2M <0.01% -952,552 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,223 $1.19M 0.35% -89 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,207 $1.19M 0.26% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,203 $1.19M 0.05% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,169 $1.18M 0.02% -1,489 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 9,104 $1.17M 1.96% +1,362 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,093 $1.17M 0.2% -2,394 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,785 $1.16M 0.15% -4,467 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,025 $1.16M 0.2% +186 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,998 $1.16M 0.04% +767 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,984 $1.16M 0.58% -12,186 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 8,977 $1.16M 1.06% -250 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,920 $1.15M 0.09% -1,129 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 8,910 $1.15M 0.33% -5,311 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 5,455 $1.15M 1% -641 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,902 $1.15M 0.77% +839 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 8,877 $1.14M 0.47% +178 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 8,830 $1.14M 0.1% 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 8,818 $1.14M 0.14% -331 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,797 $1.13M 0.26% -778 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,785 $1.13M 0.41% -38 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,755 $1.13M 0.07% -107 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 8,750 $1.13M 3.23% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,745 $1.13M 0.05% -303 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,734 $1.12M 0.02% -4,240 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,725 $1.12M 0.5% -571 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 8,697 $1.12M 0.49% -33,440 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 8,705 $1.12M 0.4% +524 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,704 $1.12M 0.33% +1,044 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,670 $1.12M 0.04% +5,744 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,629 $1.11M 0.37% -662 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,587 $1.11M 0.31% +1,760 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,572 $1.1M 0.42% 0 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 8,552 $1.1M 0.1% 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,542 $1.1M 0.13% -67 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,527 $1.1M 0.15% -678 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,504 $1.1M 0.11% +57 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,437 $1.09M 0.72% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,048 $1.09M 0.68% -436 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,378 $1.08M 0.07% +5,750 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,362 $1.08M 0.03% -4,056 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,339 $1.07M 0.66% +377 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,337 $1.07M 0.11% -5,683 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,234 $1.06M 0.17% -801 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 6,651 $1.06M 0.65% +5,044 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,197 $1.06M 0.1% -763 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,194 $1.06M 0.04% -1,485 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,185 $1.05M 0.08% +2,701 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,162 $1.05M 0.03% +265 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,150 $1.05M 0 Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,147 $1.05M 0.02% -947 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,144 $1.05M 0.07% -2,141 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,603 $1.05M 0.04% -405 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 8,117 $1.05M 0.15% +677 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 8,113 $1.04M 0.08% +55 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,086 $1.04M 0.07% +2,054 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,058 $1.04M 0.14% +1,953 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7,996 $1.03M 0.7% +365 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 7,979 $1.03M 0.57% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,950 $1.02M 0.7% -529 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,813 $1.02M 0.21% -700 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 7,935 $1.02M 0.4% -706 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 7,900 $1.02M 0.06% -712 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,886 $1.02M 0.09% +566 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,867 $1.01M 0.06% +1,549 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,852 $1.01M 0.15% +7,519 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 7,839 $1.01M 0.02% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,834 $1.01M 0.33% +308 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,820 $1.01M 0.13% 0 13F-HR/A Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 7,815 $1.01M 0.86% -2,945 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 7,795 $1M 0.67% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,768 $1M 0.41% +7 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,766 $1M 0.08% -645 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,759 $999K 0.13% +35 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,720 $994K 0.07% -257 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,710 $993K 0.43% +1,713 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 7,709 $993K 0.16% -534 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,697 $991K 0.5% +55 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,717 $988K 0.03% -703 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,650 $985K 0.25% -683 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,628 $982K 0.07% -380 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 7,628 $982K 0.18% -6,304 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,571 $975K 0.13% +836 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,560 $974K 0.12% -1,513 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,539 $971K 0.09% -9,415 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 7,537 $971K 0.49% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 7,530 $970K 0.35% +153 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,488 $964K 0.05% -1,321 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,469 $962K 0.12% +63 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,464 $961K 0.13% -134 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,452 $960K 0.02% -5,124 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,444 $959K 0.05% -429 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,443 $959K 0.26% -32 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,426 $956K 0.05% +1,766 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,416 $955K 0.03% -5,000 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,415 $955K 0.13% -2,050 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,404 $948K 0.87% +2,753 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,355 $947K 0.03% +85 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,345 $946K 0.02% -64 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,342 $946K 0.36% -560 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,341 $945K 0.13% -470 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 7,340 $945K 0.7% -15 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,319 $937K 0.11% +274 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,265 $936K 0.02% -2,579 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,262 $935K 0.1% -376 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,252 $934K 0.26% -1,848 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,244 $933K 0.15% -757 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,241 $932K -167 Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,238 $932K 0.19% +415 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,193 $926K 0.2% -215 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 7,197 $916K 0.58% -1,385 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,095 $914K 0.07% -1,139 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,089 $913K 0.66% +3,052 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,076 $911K 0.01% +187 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,336 $910K 0.31% -63 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,059 $909K 0.8% -24,061 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,015 $903K 0.17% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,007 $902K 0.24% +1,239 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,994 $901K 0.11% -2,285 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,989 $900K 0.03% -19,766 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,973 $898K 0.28% +718 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,964 $897K 0.32% +216 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,954 $896K 0.11% -238 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 6,950 $895K 0.03% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,941 $894K 0.04% -448 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,938 $894K 0.25% +3,948 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6,935 $893K 0.12% +444 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,935 $893K 0.22% +1,138 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,934 $893K 0.34% +169 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,927 $893K 0.02% +502 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,922 $891K 0.26% +523 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 7,004 $890K 0.01% +361 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,908 $890K 0.29% -129 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,890 $887K 0.02% -15,020 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,890 $887K 0.36% +101 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,862 $884K 0.21% -2,282 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 6,855 $883K 0.65% +4,023 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,844 $881K 0.1% +806 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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