Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,418 $1.18M 0.31% -138 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,412 $1.17M 0.29% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,516 $1.17M 0.8% +363 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 3,396 $1.17M 1.09% +100 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,386 $1.17M 0.06% -465 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,378 $1.16M 0.16% +100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,355 $1.16M 0.01% +9 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,350 $1.15M 0.35% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,341 $1.15M 0.8% -395 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,335 $1.15M 0.31% +1 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,330 $1.15M 0.06% -171 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,322 $1.14M 0.02% +5 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,316 $1.14M 0.52% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,311 $1.14M 0.28% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,309 $1.14M 0.01% +34 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,304 $1.14M 0.26% +505 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,303 $1.14M 0.02% +175 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.14M 0.27% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,297 $1.14M 0.04% +35 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,296 $1.13M 0.08% 0 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 3,285 $1.13M 0.09% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,270 $1.13M 0.01% -221 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,617 $1.12M 0.02% +53 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,257 $1.12M 0.03% +26 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,251 $1.12M 0.16% -160 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,229 $1.11M 0.02% -181 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,226 $1.11M 0.07% -32 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,226 $1.11M 0.97% +317 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,204 $1.1M 0.18% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,193 $1.1M 0.02% 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.09M 0.08% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,170 $1.09M 0.07% +5 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,164 $1.09M 0.34% +5 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 3,148 $1.08M 0.69% -134 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,140 $1.08M 0.15% -125 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,131 $1.08M 0.01% -333 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,126 $1.08M 0.05% -11 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,113 $1.07M 0.04% +159 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,110 $1.07M 0.1% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,101 $1.07M 0.02% +306 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,066 $1.06M 0.3% -1 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,066 $1.06M 0.06% -56 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,057 $1.05M 0.07% -154 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,052 $1.05M 0.11% -161 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,037 $1.05M 0.03% -39 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,034 $1.04M 0.02% -527 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,018 $1.04M 0.93% +3 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,015 $1.04M 1.65% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,010 $1.04M 0.02% -670 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $1.03M 0.12% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $1.03M 0.07% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,000 $1.03M 0.08% +63 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,000 $1.03M 0.22% -97 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,979 $1.03M 0.02% +1,892 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,975 $1.02M 0.08% -75 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,961 $1.02M 0.05% +113 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,951 $1.02M 0.04% +885 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,022 $1.01M 0.03% +53 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,330 $1M 0.01% +437 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,872 $989K 0.09% -219 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,869 $988K 0.09% -10,473 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,858 $984K 0.3% -142 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,833 $975K 0.01% +21 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,829 $974K 0.21% +43 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,825 $972K 0.01% -965 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,812 $968K 0.37% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,801 $965K 0.1% -1,357 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,783 $958K 0.08% -17 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,772 $954K 0.25% -23 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,718 $936K 0.01% +182 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,668 $919K 0.29% +1,434 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,628 $905K 0.03% -871 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,627 $905K 0.32% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,608 $898K 0.04% -58 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,614 $897K 0.06% -199 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,577 $887K 0.38% +114 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,560 $881K 0.5% -46 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,541 $875K 0.1% -99 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,525 $869K 0.03% -12 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,515 $866K 0.04% -1,015 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,678 $859K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,469 $850K 0.08% -24 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,464 $849K +110 Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,463 $848K <0.01% -29 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,438 $839K 0.19% -57 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,428 $836K 0.3% +1 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,427 $836K 0.15% +347 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,425 $835K 0.05% -296 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,410 $830K 0.05% -987 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,403 $827K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,385 $821K 0.02% new 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,371 $816K 0.27% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,361 $813K 0.14% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,356 $811K 0.05% -5,871 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,353 $810K 0.01% +25 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,349 $809K 0.02% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,349 $809K 0.07% -702 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,343 $807K 0.14% +180 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,336 $804K 0.04% -989 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,334 $804K 0.57% -116 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,326 $801K 0.13% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,322 $800K 0.16% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,316 $797K 0.04% -528 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. 2,314 $797K 0.01% -192 13F-HR Timeline Group AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 2,305 $794K 0.5% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,299 $792K 0.59% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,298 $791K 0.03% -50 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,296 $791K 0.1% -300 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,295 $790K 0.08% +183 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,291 $789K 0.24% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,284 $787K 0.15% -12 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,257 $777K 0.07% -240 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,248 $774K 0.01% +4 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,247 $774K 0.24% -43 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,235 $770K 0.02% -875 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 2,235 $770K 0.37% +337 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,231 $768K 0.07% +1,290 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,225 $766K 0.02% -1 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,223 $765K 0.51% -77 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,218 $764K 0.05% +785 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,214 $762K 0.23% -61 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,206 $760K 0.04% -52 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,201 $758K 0.07% -4,040 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,198 $757K 0.16% -235 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,187 $753K 0.15% +118 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,179 $750K 0.1% 0 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $749K 0.14% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,168 $747K 0.02% +316 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,168 $746K 0.29% -201 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,167 $746K 0.02% -288 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 2,165 $745K 0.89% -1 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,160 $744K 0.53% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,214 $741K 0.04% -35 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,152 $741K 0.04% +333 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 2,144 $738K 0.23% +611 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,139 $737K 0.2% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 2,136 $735K 0.08% -725 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,125 $732K 0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,123 $731K 0.05% -28 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,120 $730K <0.01% new 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,119 $730K 0.15% -394 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,108 $726K 0.07% +1 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,106 $725K 0.07% -18 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,090 $720K 0.18% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,090 $720K 0.18% +899 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,085 $718K 0.04% -174 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,073 $714K 0.08% -77 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,069 $712K 0.1% -2,346 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,950 $711K 0.21% -688 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,053 $707K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,040 $702K 0.02% -40 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,033 $700K 0.15% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,025 $697K <0.01% +1,138 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,015 $694K 0.01% -817 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,007 $691K 0.24% +15 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,006 $691K 0.02% -219 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,000 $689K 0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,987 $684K 0.04% +123 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $683K 0.03% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,967 $677K 0.16% +5 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,963 $676K 0.34% +1,895 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,047 $672K 0.04% +38 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,945 $670K 0.07% -126 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,945 $670K 0.13% +29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 1,940 $668K 0.07% +5 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,936 $667K 0.02% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,932 $665K 0.02% -508 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,982 $660K 0.04% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,910 $658K 0.02% +85 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,910 $657K 0.01% +21 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,896 $653K 0.02% +664 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 1,895 $652K 0.32% +320 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,883 $648K 0.09% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,879 $647K 0.06% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,870 $644K 0.04% +71 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,868 $643K 0.01% -28 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,860 $640K 0.03% +208 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,856 $639K 0.01% +73 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,849 $637K 0.09% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,846 $636K 0.01% -35 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,826 $629K 0.23% +116 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,825 $628K 0.07% -1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,823 $628K 0.23% -24 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,807 $622K 0.07% +675 13F-HR/A Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,800 $620K 0.07% 0 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 1,800 $620K 0.35% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,800 $620K 0.29% -12 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,798 $619K 0.01% +63 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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