Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,373 $1.17M 0.08% +1,620 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,328 $1.15M 0.13% +168 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,412 $1.15M 0.04% +136 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,317 $1.15M 0.03% -465 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,310 $1.15M 0.35% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,307 $1.15M 0.02% +58 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,306 $1.14M 0.15% -105 13F-HR/A Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.14M 0.31% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,297 $1.14M 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,296 $1.14M 0.08% -9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,296 $1.14M 0.08% -243 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,427 $1.14M 0.03% -33 13F-HR/A Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,289 $1.14M 0.04% -2,306 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,275 $1.13M 0.34% +32 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,263 $1.13M 0.62% -77 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,257 $1.13M 0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,249 $1.13M 0.01% -5 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,247 $1.12M 0.03% -101 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,229 $1.12M 0.02% -8 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,207 $1.11M 0.14% +1,262 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,200 $1.11M 0.01% -1,438 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.1M 0.09% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,173 $1.1M 0.22% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,164 $1.1M 0.02% -5 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,146 $1.09M 0.42% +6 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,132 $1.08M 0.11% -291 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,118 $1.08M 0.57% +76 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,113 $1.08M 0.1% -100 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 3,111 $1.08M 0.46% +396 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,087 $1.07M 0.12% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,076 $1.07M 0.32% +42 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,073 $1.06M 0.07% -100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,036 $1.05M 0.06% -45 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,024 $1.05M 0.15% -118 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,015 $1.04M 2.04% -900 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,009 $1.04M 0.89% +2 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $1.04M 0.22% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $1.04M 0.13% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $1.04M 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $1.04M 0.08% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,000 $1.04M 0.35% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,993 $1.03M +28 Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,977 $1.03M 0.13% -9 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,961 $1.03M 0.02% -284 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,953 $1.02M 0.06% +99 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,907 $1.01M 0.09% -75 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,907 $1.01M 0.02% +1,130 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,904 $1.01M 0.07% +250 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,896 $1M 0.14% -925 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,895 $1M 0.39% +35 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,895 $1M 0.37% -2,280 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,888 $1000K 0.04% +56 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,880 $997K 0.4% -50 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,877 $996K 0.29% -115 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,840 $983K 0.03% -244 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,835 $982K 0.27% -20 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,836 $982K 0.13% -38 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,830 $980K 0.04% +430 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,814 $974K 0.07% -511 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,812 $974K 0.41% 0 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,803 $971K 0.03% -150 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,729 $945K 0.02% +61 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 2,722 $943K +78 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,722 $943K 0.02% -1,716 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,715 $940K 0.13% -102 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,693 $932K 0.23% +893 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,691 $932K 0.24% -85 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,689 $931K 0.72% 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,783 $923K 0.28% +711 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,643 $915K 0.04% -2,720 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,640 $914K 0.05% -13 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,639 $914K 0.07% -2,388 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,621 $908K 0.33% 0 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. 2,619 $907K 0.02% +247 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,603 $901K 0.55% -885 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,586 $895K 0.13% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,585 $895K 0.07% +245 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,579 $893K 0.11% +13 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,571 $890K 0.15% +67 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,566 $889K 0.04% +16 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,564 $888K 0.24% -320 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,610 $881K 0.23% -395 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,961 $873K 0.02% +775 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,511 $869K 0.1% +29 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,497 $865K 0.25% -573 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,496 $864K <0.01% +27 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,492 $863K 0.03% -10,008 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,492 $863K 0.37% -30 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,450 $848K 0.41% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,445 $847K 0.73% +36 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,438 $844K 0.02% +25 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,431 $842K 0.56% -26 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,427 $840K 0.34% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,422 $839K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,420 $838K 0.07% +444 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,419 $838K 0.05% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,408 $834K 0.05% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,398 $830K 0.35% -133 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,392 $828K 0.01% +278 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,387 $826K 0.01% +14 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,386 $826K 0.01% -2,668 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,386 $826K 0.05% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,380 $824K 0.02% -632 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,353 $815K 0.03% +17 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,352 $814K 0.19% -200 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,325 $805K 0.16% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,324 $805K 0.06% +68 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,321 $804K 0.3% -20 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,311 $803K 0.01% -65 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,316 $802K 0.06% -18 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,314 $801K 0.05% -195 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,310 $800K 0.03% +82 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,293 $794K 0.08% new 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,278 $789K 0.41% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,271 $786K 0.01% -109 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,253 $780K 0.01% -284 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,242 $776K 0.11% -63 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,241 $776K 0.01% +223 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,240 $776K 0.01% -246 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,235 $774K 0.01% -64 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,209 $765K 0.2% +51 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,208 $765K 0.04% -109 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,196 $760K 0.05% -210 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,180 $755K 0.23% -197 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $753K 0.09% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,172 $752K 0.01% -38 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,166 $750K 0.43% -456 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,151 $745K 0.1% +591 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,144 $742K 0.05% +710 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,138 $740K 0.05% -14 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,128 $737K 0.01% -1,381 13F-HR/A Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,127 $737K 0.01% -276 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,124 $735K 0.03% -269 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,120 $734K 0.2% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,150 $734K 0.11% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,117 $733K 0.03% +60 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,113 $732K 0.08% +2 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,105 $729K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,105 $729K 0.05% -314 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,101 $727K 0.07% +303 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,088 $723K 0.01% +64 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,082 $721K 0.21% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,055 $712K 0.01% -168 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,046 $706K 0.03% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,028 $702K 0.16% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,026 $701K 0.38% +87 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,011 $697K 0.04% -5 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,998 $692K 0.03% +13 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,996 $691K 0.5% -204 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,990 $689K 0.27% -70 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,989 $689K 0.24% +104 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,976 $684K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,112 $682K 0.05% +9 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,952 $676K 0.06% +2 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,943 $673K 0.13% -120 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,937 $671K 0.11% +10 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,931 $669K 0.12% +5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,909 $661K 0.05% +627 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,900 $658K 0.04% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,895 $656K 0.1% +20 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,886 $653K 0.04% -6,868 13F-HR/A Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,885 $653K 0.08% +453 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,884 $652K 0.02% -205 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,882 $652K 0.16% +632 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,861 $645K 0.27% +2 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,835 $635K 0.19% +34 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,834 $635K 0.09% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,822 $631K 0.04% +240 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,819 $630K 0.22% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,815 $628K 0.16% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,812 $627K 0.04% +83 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,763 $626K 0.28% +85 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,808 $626K 0.03% -42 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,804 $625K 0.05% +22 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,800 $623K 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,790 $620K 0.06% -36 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,788 $619K 0.01% +196 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,785 $618K 0.05% -107 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,775 $615K 0.5% +4 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,769 $612K 0.07% -10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,768 $612K 0.01% -316 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,765 $611K 0.02% -21 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,762 $610K 0.03% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,757 $609K 0.34% +37 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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