SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,423 $1.2M 0.16% -91 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,405 $1.19M 0.03% -317 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,373 $1.19M 0.2% +156 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,395 $1.19M 0.09% +111 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,384 $1.18M 0.05% +1,704 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,371 $1.18M 0.02% -47 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,365 $1.18M 0.32% +510 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,350 $1.17M 0.1% -189 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,345 $1.17M 0.08% +19 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,315 $1.16M 0.51% +2,544 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,309 $1.16M 0.74% -191 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,301 $1.15M 0.06% +72 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.15M 0.32% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,291 $1.15M 0.1% +3 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,456 $1.15M 0.1% +333 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 3,281 $1.15M 0.23% -90 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,278 $1.14M 0.09% -1 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,263 $1.14M 0.15% +85 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,259 $1.14M 0.02% +13 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,248 $1.13M 0.4% +112 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,213 $1.12M 0.12% +99 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,201 $1.12M 0.17% -106 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,200 $1.12M 0.01% -24 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,179 $1.11M 0.04% +168 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.11M 0.14% -1,460 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,173 $1.11M 0.28% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,166 $1.11M 0.5% 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,161 $1.1M 0.37% -1,233 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,158 $1.1M 0.04% +147 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,136 $1.1M 0.09% +326 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,238 $1.09M 0.06% +395 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,121 $1.09M 0.18% -114 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,101 $1.08M 0.02% -347 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,185 $1.08M 0.1% +609 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,088 $1.08M 0.26% +11 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,083 $1.08M 0.38% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,069 $1.07M 0.14% +100 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,063 $1.07M 0.01% +636 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,058 $1.07M 0.58% -241 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,052 $1.07M 0.05% -2,393 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,022 $1.06M 0.04% +988 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,014 $1.05M 0.36% -633 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,004 $1.05M 0.95% -1,002 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,001 $1.05M 0.21% -457 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $1.05M 0.26% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $1.05M 0.14% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $1.05M 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $1.05M 0.1% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,000 $1.05M 0.43% -2 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,987 $1.04M 0.1% -214 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,983 $1.04M 0.17% +3 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,958 $1.03M 0.03% -6,058 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,954 $1.03M 0.28% +214 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,930 $1.02M 0.48% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,917 $1.02M 0.05% +38 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,912 $1.02M 0.03% -416 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,907 $1.01M 0.33% -66 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,913 $1.01M +388 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,900 $1.01M 0.04% +127 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,890 $1.01M 0.32% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,890 $1.01M 0.36% -106 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,881 $1.01M 0.03% -143 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,998 $993K 0.34% -856 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,825 $986K 0.04% +18 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,822 $985K 0.08% +443 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,820 $985K 0.03% +23 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,795 $976K 0.01% -178 13F-HR/A Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,791 $975K 0.48% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,764 $965K 0.15% -47 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,750 $960K 0.07% +161 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,705 $945K 0.16% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,693 $940K 0.03% -122 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,671 $933K 0.47% +20 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,655 $927K 0.01% +33 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,653 $926K 0.05% 0 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,648 $925K 0.05% -117 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,629 $918K 0.61% -288 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,701 $918K 0.09% +65 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,627 $917K 0.26% -220 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,624 $916K 0.03% -196 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,621 $915K 0.38% +1,000 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,620 $915K 0.44% +171 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,605 $910K 0.07% +415 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,599 $908K 0.75% +393 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. 2,579 $900K 0.02% +123 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,571 $898K 0.02% -228 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,555 $892K 0.03% -261 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,550 $890K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,523 $881K 0.09% +708 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,522 $881K 0.47% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,768 $876K 0.01% +890 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,501 $873K 0.09% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,484 $867K 0.15% -21 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,482 $867K 0.05% new 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,469 $862K <0.01% -1,500 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,463 $860K 0.12% -119 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,460 $859K 0.1% -338 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,444 $853K 0.12% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,436 $851K 0.27% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,429 $848K 0.03% +7 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 2,426 $847K 0.36% +13 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,422 $846K 0.42% +8 13F-HR/A Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,420 $845K 0.95% -58 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 2,418 $844K -97 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,417 $844K 0.01% +36 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,408 $841K 0.06% 0 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,398 $837K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,396 $837K 0.07% -3,209 13F-HR/A Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,380 $831K 0.32% +23 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,376 $830K 0.28% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,372 $828K 0.01% +358 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,368 $827K 0.09% +2,350 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,365 $825K 0.15% -55 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,361 $824K 0.05% +273 13F-HR Timeline Group Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,350 $821K 0.04% -220 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,342 $818K 0.78% -125 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,341 $817K 0.05% +402 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,341 $817K 0.11% -196 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,336 $816K 0.21% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,333 $815K 0.02% -454 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,332 $814K 0.02% +676 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,325 $812K 0.19% -11 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,309 $806K 0.34% -38 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,307 $805K 0.17% +565 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,299 $803K 0.02% +36 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,293 $801K 0.01% +26 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,288 $799K 0.18% -32 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,285 $798K 0.07% new 13F-HR/A Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,266 $791K 0.06% -20 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,259 $788K 0.08% -87 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,250 $786K 0.25% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,240 $782K 0.25% +120 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,230 $781K 0.01% -1,921 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,219 $778K 0.02% +23 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 2,226 $777K <0.01% +76 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,212 $773K 0.03% -55 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,191 $765K 0.01% -563 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,187 $764K 0.06% +401 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,180 $761K 0.58% +602 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,177 $760K 0.38% +1,309 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,175 $759K 0.06% +140 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $759K 0.11% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,169 $757K 0.11% +286 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,168 $757K 0.11% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,150 $754K 0.1% new 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,139 $747K 0.67% -362 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,134 $745K 0.05% -862 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,123 $741K 0.09% -97 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,121 $741K 0.07% -18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,115 $739K 0.09% -2 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,110 $737K 0.34% -8 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,105 $736K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,102 $734K 0.08% -68 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,085 $730K -2,660 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,074 $724K 0.01% +97 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,063 $720K 0.15% -240 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,065 $719K 0.06% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,056 $718K 0.01% +15 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,058 $717K 0.04% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,053 $717K 0.18% +370 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,042 $713K 0.06% -523 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,040 $712K 0.01% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,025 $707K 0.15% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,018 $704K 0.07% -116 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,004 $700K 0.02% -275 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $693K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,979 $691K 0.01% +64 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,976 $690K 0.18% -117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,968 $687K 0.05% -553 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,953 $682K 0.06% +628 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,942 $678K 0.01% new 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,940 $677K 0.62% 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,932 $675K 0.03% +239 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,002 $674K 0.05% -24 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,930 $674K 0.07% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,926 $673K 0.03% 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,925 $672K 0.06% +70 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,919 $670K 0.17% -2 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,909 $667K 0.05% +54 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,900 $663K 0.05% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,886 $659K 0.04% +4 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,875 $655K 0.13% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,855 $648K 0.25% -396 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,850 $646K 0.04% +14 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,849 $646K 0.01% +410 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,849 $646K 0.13% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,991 $644K 0.02% -72 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,834 $640K 0.13% -56 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,833 $640K 0.02% -211 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,832 $640K 0.08% -3 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,828 $638K 0.02% +112 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,825 $637K 0.29% -23 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,812 $637K 0.02% -62 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,819 $635K 0.25% -39 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,819 $635K 0.04% +481 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,817 $634K 0.24% +2 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,800 $629K 0.09% -330 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,797 $628K 0.33% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,796 $627K 0.17% -9 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,792 $626K 0.22% +71 13F-HR Timeline