Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,539 $1.2M 0.11% +189 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,467 $1.2M 0.2% +1,179 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,488 $1.2M 0.76% +4 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,471 $1.19M 0.15% -159 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,460 $1.19M 0.03% +55 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,423 $1.18M 0.13% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 3,421 $1.17M 0.19% +140 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,411 $1.17M 0.15% +1,104 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,395 $1.17M 0.05% -158 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,365 $1.16M 0.29% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,355 $1.15M 0.52% -7,336 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,276 $1.15M 0.05% +38 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,349 $1.15M 0.14% +86 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,348 $1.15M 0.04% -371 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,345 $1.15M 0.09% +1,831 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,340 $1.15M 0.66% +31 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,340 $1.15M 0.04% +440 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,325 $1.14M 0.08% -20 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,310 $1.14M 0.39% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,305 $1.13M 0.09% +14 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.13M 0.31% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,297 $1.13M 0.04% +118 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,257 $1.12M 0.02% -2 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,254 $1.12M 0.01% +54 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,249 $1.12M 0.02% +148 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,245 $1.11M 0.03% +364 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,243 $1.11M 0.36% -5 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,237 $1.11M 0.02% -134 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,213 $1.1M 0.11% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.09M 0.1% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,173 $1.09M 0.25% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,173 $1.09M 0.07% -222 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,169 $1.09M 0.02% -676 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,160 $1.09M 0.13% +91 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,142 $1.08M 0.16% +21 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,140 $1.08M 0.45% -26 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,055 $1.07M +970 Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,965 $1.06M +52 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,088 $1.06M 0.01% +293 13F-HR/A Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 3,084 $1.06M 0.04% -74 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,084 $1.06M 0.32% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,081 $1.06M 0.07% -197 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,070 $1.05M 0.33% -91 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,042 $1.04M 0.78% +443 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,034 $1.04M 0.35% +144 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,019 $1.04M 0.26% +65 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,012 $1.03M 0.03% +319 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,007 $1.03M 0.9% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,046 $1.03M 0.04% -3,056 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $1.03M 0.13% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $1.03M 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $1.03M 0.09% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,000 $1.03M 0.39% 0 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $1.03M 0.24% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,992 $1.03M 0.33% -22 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,987 $1.03M 0.23% -101 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,986 $1.03M 0.14% +3 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,982 $1.02M 0.1% -5 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,005 $1.02M 0.29% +7 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,953 $1.01M 0.04% +128 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,930 $1.01M 0.44% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,917 $1M 0.04% -22,583 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,884 $990K 0.29% -6 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,874 $987K 0.14% +110 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,860 $982K 0.41% +750 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,855 $980K 0.3% -52 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,854 $980K 0.07% +104 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,832 $972K 0.05% -85 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,817 $967K 0.14% -184 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,812 $966K 0.44% +21 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,776 $953K 0.26% -881 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,747 $950K 0.08% +46 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,754 $946K 0.17% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,725 $936K 0.02% +170 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 2,715 $932K 0.42% +289 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,668 $916K 0.02% -152 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,655 $912K 0.08% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,654 $911K 0.07% +467 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,653 $911K 0.06% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,649 $909K 0.04% +723 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,644 $908K +226 Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,622 $900K 0.55% -7 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,621 $900K 0.35% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,566 $881K 0.11% +103 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,553 $877K 0.07% +535 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,552 $876K 0.23% -75 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,550 $876K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,540 $872K 0.02% -372 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,537 $871K 0.02% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,531 $869K 0.41% -140 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,522 $866K 0.41% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,509 $861K 0.06% +467 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,504 $860K 0.16% +20 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2,497 $857K 0.54% -561 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,486 $854K 0.01% new 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 2,482 $852K 0.11% +38 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,476 $850K 0.77% +56 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,469 $848K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,463 $845K 0.02% +651 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,457 $844K 0.6% +1,609 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,450 $841K 0.44% -170 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,428 $834K 0.08% -32 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,427 $833K 0.37% +5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,422 $832K 0.03% -7 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,421 $831K 0.06% -184 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,419 $831K 0.06% +23 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 2,413 $829K 0.02% +81 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,409 $827K 0.77% +67 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 $827K 0.05% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,406 $826K 0.06% +285 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,403 $825K 0.01% -14 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,400 $824K 0.04% +50 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,393 $822K 0.03% -5 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,376 $818K 0.02% +157 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,380 $817K 0.01% +87 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,377 $816K 0.27% +1 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. 2,372 $815K 0.02% -207 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,373 $815K 0.01% +182 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,354 $808K 0.28% -26 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,343 $805K 0.04% -305 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,341 $804K 0.32% +32 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,340 $803K 0.07% +55 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,337 $802K 0.05% -4 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,336 $802K 0.04% +404 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,335 $802K 0.1% +166 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,334 $801K 0.06% +159 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,330 $800K 0.22% -6 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,325 $798K 0.18% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,317 $796K 0.03% +702 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,305 $791K 0.14% -60 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,299 $789K 0.01% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,299 $789K 0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,256 $775K 0.06% +303 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,228 $765K 0.03% -133 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,228 $765K 0.07% +126 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,150 $764K 0.13% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,223 $763K 0.02% -110 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,210 $759K 0.01% +154 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,200 $755K 0.64% +61 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,200 $755K 0.07% -59 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $747K 0.1% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,168 $744K 0.1% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,164 $743K 0.07% -359 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,158 $741K 0.22% -278 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,152 $739K 0.05% -114 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,120 $728K 0.22% -120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,114 $726K 0.01% +934 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,111 $725K 0.08% -4 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,109 $724K 0.18% +523 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,105 $723K 0.02% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,090 $718K 0.02% -534 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,089 $717K 0.02% +261 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,084 $715K 0.01% +10 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,082 $715K 0.2% -168 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,016 $709K 0.05% +14 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,063 $708K 0.14% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,060 $707K 0.32% -117 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,057 $706K 0.03% -155 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,046 $701K 0.03% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,103 $700K 0.05% +38 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,072 $697K 0.23% +248 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,028 $696K 0.17% -25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,024 $695K 0.01% +45 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,018 $693K 0.01% -22 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $682K 0.03% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,976 $678K 0.08% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,976 $678K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,950 $670K 0.07% +20 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,945 $668K 0.1% -1,256 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,940 $666K 0.56% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,939 $666K 0.4% +263 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,935 $664K 0.02% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,927 $662K 0.11% +78 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,926 $662K 0.15% +7 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,900 $652K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,892 $650K 0.05% -33 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,889 $649K 0.52% -2,311 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,824 $648K 0.05% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,885 $647K 0.23% +30 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,879 $645K 0.02% +46 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,875 $644K 0.11% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,186 $639K 0.02% +195 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,830 $639K 0.25% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,859 $638K 0.31% +62 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,853 $636K 0.02% +338 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,850 $635K 0.04% 0 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,838 $631K 0.07% -285 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,834 $630K 0.1% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,826 $627K 0.07% +43 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,819 $625K 0.23% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,816 $624K 0.06% -552 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,815 $623K 0.16% -2 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,801 $618K 0.2% +9 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,800 $618K 0.08% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,800 $618K 0.16% +4 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,798 $617K 0.07% +82 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,796 $617K 0.25% -29 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,791 $615K 0.01% +33 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,786 $613K 0.02% +636 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,782 $612K 0.06% +101 13F-HR Timeline