EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,237 $1.17M 0.32% +232 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,001 $1.13M 0.03% +1,524 13F-HR/A Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 6,968 $1.13M 0.41% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,955 $1.13M 0.23% +295 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,943 $1.12M 0.05% +562 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,918 $1.12M <0.01% -8 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,870 $1.11M 0.29% -123 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,839 $1.11M 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,791 $1.1M 0.02% +434 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,769 $1.1M 0.07% +361 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,745 $1.09M 0.01% +478 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. 6,728 $1.09M 0.02% -22 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 6,721 $1.09M 0.22% +540 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 6,569 $1.06M 0.14% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,535 $1.06M 0.07% +88 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,498 $1.05M 0.02% +3,089 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,467 $1.05M 0.19% +3,061 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 6,450 $1.04M 0.95% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,439 $1.04M 0.15% +23 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,436 $1.04M 0.04% +33 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,427 $1.04M 0.01% +3,641 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,385 $1.03M 0.03% -241 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,364 $1.03M 0.12% -105 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,348 $1.03M 0.01% 0 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,269 $1.01M 0.19% +86 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,238 $1.01M <0.01% +180 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,228 $1.01M 0.24% -369 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,225 $1.01M 0.16% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,216 $1.01M 0.01% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,215 $1.01M 0.12% +200 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,153 $995K 0.08% -1,439 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,080 $984K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,080 $984K 0.11% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,063 $981K 0.02% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,000 $971K 0.58% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,973 $966K 0.03% +2,232 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,972 $966K 0.01% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Severin Investments, LLC More: the full row for Severin Investments, LLC 5,969 $966K 0.83% +227 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,936 $960K 0.01% +483 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,925 $959K 0.01% +535 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 5,925 $959K 0.59% +347 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,810 $940K 0.39% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,796 $938K 0.07% -60 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5,778 $935K <0.01% -5,839 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,750 $930K 0.11% -300 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,740 $929K 0.15% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,730 $927K 0.06% -93 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,665 $916K 0.62% +800 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,618 $909K 0.06% +21 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,600 $906K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,600 $906K 0.02% +518 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,597 $906K <0.01% +2,373 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,540 $896K 0.17% -1,999 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,526 $894K 0.13% -7 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,501 $890K 0.08% +78 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,491 $888K 0.03% +395 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 5,412 $876K 0.38% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,405 $874K 0.01% +172 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,374 $869K 0.26% -17 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,332 $863K 0.03% -75 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,316 $860K 0.21% -40 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,308 $855K 0.03% -543 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,237 $847K <0.01% +332 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,167 $836K 0.02% 0 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,145 $832K 0.17% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,123 $829K 0.08% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,079 $822K <0.01% -153 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,073 $821K 0.03% -1,177 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,041 $816K 0.02% +580 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,016 $811K 0.05% +31 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,017 $811K 0.2% +1,476 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,006 $810K 0.09% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,991 $807K 0.28% -2,043 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,970 $804K 0.45% +1,700 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,949 $800K 0.01% -6,913 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,864 $787K 0.46% +480 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,800 $777K 0.03% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,796 $776K 0.3% -861 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,780 $773K 0.18% +47 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,749 $768K 0.13% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,730 $765K 0.03% +1,255 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 4,718 $763K 0.69% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,654 $753K 0.36% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,403 $746K 0.02% -92 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,606 $745K 0.5% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,605 $745K 0.02% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,540 $734K 1.21% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,532 $733K <0.01% +122 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,528 $733K 0.02% -176 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,520 $731K 0.29% -65 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,516 $731K 0.04% +931 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 4,488 $726K 0.12% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,349 $704K 0.02% -76 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,278 $692K 0.05% +105 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,226 $681K 0.46% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,162 $673K 0.01% +6 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,150 $672K 0.31% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,142 $670K 0.01% +185 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,104 $664K 0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 4,091 $662K 0.32% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,075 $659K 0.01% -55 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,000 $647K 0.44% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,966 $642K 0.01% +10 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,946 $638K <0.01% -30 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,943 $638K 0.6% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,872 $626K 0.09% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,842 $622K 0.11% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,800 $615K 0.31% new 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 3,804 $613K 0.04% -247 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,766 $609K 0.01% +883 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,736 $604K 0.17% -19 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,661 $592K 0.01% -1,045 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,646 $590K <0.01% +13 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,594 $587K 0.01% +220 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,627 $587K 0.12% +27 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,600 $582K <0.01% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,590 $581K 0.18% +476 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,563 $576K 0.02% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,557 $575K 0.14% -47 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,530 $571K 0.01% +312 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,527 $571K 0.02% +768 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,521 $570K 0.02% -350 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,500 $566K 0.18% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,321 $566K 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,477 $563K <0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,477 $563K 0.01% -1 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,402 $550K 0.04% -181 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,396 $549K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,400 $548K 0.09% +1,100 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,220 $546K 0.15% -59 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,333 $539K 0.11% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,333 $539K 0.19% +15 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,300 $534K 0.55% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,295 $533K 0.06% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,290 $532K 0.05% +6 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,274 $530K 0.36% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,235 $523K 0.14% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,219 $521K 0.29% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,215 $520K 0.01% +21 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,207 $519K 0.12% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 3,183 $515K 0.72% -145 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,182 $515K 0.01% -12,056 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,825 $513K 0.05% -200 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,090 $500K <0.01% +900 13F-HR Timeline Group GQG Partners LLC More: the full row for GQG Partners LLC 3,059 $495K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,011 $487K 0.03% +171 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,944 $476K <0.01% +176 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,921 $473K 0.16% -16 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,904 $470K 0.05% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,868 $464K 0.07% +55 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,861 $463K 0.03% -15 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,853 $462K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,852 $461K 0.01% -21 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,629 $460K 0.06% +761 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,839 $459K 0.14% -211 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,837 $459K 0.02% -360 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,829 $458K <0.01% 0 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,838 $457K 0.01% -285 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,817 $456K 0.14% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,815 $455K 0.16% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,808 $454K 0.08% -133 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,800 $453K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,793 $452K 0.13% -8 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,779 $449K 0.01% +720 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,767 $448K 0.02% -51 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,745 $444K <0.01% -49 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,734 $442K 0.01% -1,133 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,732 $442K <0.01% -168 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,722 $440K 0.06% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,715 $439K 0.09% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,717 $439K 0.51% -35 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,706 $438K 0.08% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,753 $435K 0.02% -159 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,658 $430K 0.07% +21 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,655 $430K 0.03% -160 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,367 $428K 0.32% -12 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,643 $428K 0.03% -156 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,641 $427K 0.22% +6 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,628 $425K 0.01% new 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,614 $423K 0.52% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,595 $420K <0.01% +127 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,589 $419K 0.01% 0 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,550 $413K 0.05% -630 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,530 $409K <0.01% new 13F-HR/A Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,521 $408K 0.04% +21 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,519 $408K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,511 $406K 0.08% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,494 $403K 0.01% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,493 $403K 0.06% +6 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,483 $402K <0.01% +279 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,458 $398K 0.01% +241 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,450 $396K 0.02% 0 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 2,437 $394K 0.58% -35 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,431 $393K 0.07% -437 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,423 $392K 0.04% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,422 $392K 0.1% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,422 $392K 0.05% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $388K 0.03% 0 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,390 $387K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,377 $385K 0.01% +47 13F-HR Timeline