SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,391 $855K 0.01% +79 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,295 $851K -355 Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 18,015 $838K 0.01% -66 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 17,883 $831K 0.23% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17,714 $824K 0.01% +1,000 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 17,706 $823K 0.71% +612 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,654 $821K 0.03% -391 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,609 $819K 0.03% -12,034 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,513 $814K 0.18% -1,827 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 17,468 $812K 0.56% +2,619 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 17,212 $800K 0.02% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,065 $793K 0.01% +1,881 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,056 $793K 0.02% -832 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 17,000 $790K 1.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 16,915 $786K -913 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,677 $775K 0.02% -125 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,454 $773K 0.11% -2,478 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 16,485 $766K 0.23% +9,685 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 16,478 $766K 0.19% -500 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 16,475 $766K 0.03% -1,063 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 16,440 $764K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,324 $759K 0.01% -54,983 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 16,294 $758K 0.02% -5,376 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 16,250 $755K 0.21% +543 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 16,180 $752K 0.15% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,095 $748K 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,016 $745K 0.16% -328 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15,989 $743K 0.02% -1,805 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,890 $741K 0.06% -363 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 15,870 $738K 0.12% -1,790 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,832 $736K 0.02% +951 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,375 $734K 0.02% +1,353 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 15,783 $734K 0.7% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,750 $732K 0.02% +109 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,664 $728K 0.02% +1,114 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,527 $725K 0.01% -176 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,580 $724K 0.07% +5,800 13F-HR Timeline Group HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 15,580 $724K 0.08% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,415 $717K 0.01% -923 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 15,361 $714K 0.08% -160 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,322 $712K 0.03% -1,087 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,226 $708K 0.61% -273 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,205 $707K 0.05% -959 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 15,198 $707K 0.1% +6,198 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,025 $699K 0.46% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,975 $696K 0.05% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 14,930 $694K 0.34% -670 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,910 $693K 0.44% -122 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,903 $693K 0.08% +1,639 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 14,758 $686K 0.08% +1,268 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,748 $686K 0.22% -90 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,717 $684K 0.03% -1,021 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 14,668 $682K 0.14% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,626 $680K 0.28% +413 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 14,610 $679K 0.29% +674 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,556 $677K 0.04% -8,149 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,506 $674K 0.26% +419 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 14,358 $668K 0.42% +955 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,311 $665K 0.2% -463 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 14,285 $665K 0.09% +93 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,214 $661K 0.2% +6,167 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 14,000 $651K 0.2% -100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,892 $646K 0.02% -424 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,884 $645K 0.08% -941 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,830 $643K 0.05% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,830 $643K <0.01% -36,788 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,823 $643K 0.01% +8,328 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 13,775 $640K 0.07% -6,514 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 13,674 $636K 0.24% -948 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,500 $628K 0.09% +129 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 13,499 $628K 0.12% +35 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 13,494 $627K 0.16% +8,598 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,440 $625K 0.05% -2,592 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 13,402 $623K 0.02% -10,788 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,346 $621K 0.01% +154 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,249 $616K 0.02% -18 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,210 $614K 0.02% +219 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,585 $614K 0.03% -11,087 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,201 $614K 0.02% +54 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 13,165 $612K 0.07% +588 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 13,148 $611K 0.47% -343 13F-HR/A Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,111 $610K 0.15% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,096 $609K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,045 $606K 0.04% -2,022 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,991 $604K 0.03% -14,544 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 12,945 $602K 0.13% -1,284 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,854 $598K <0.01% +1,609 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,782 $594K 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,732 $592K 0.1% +50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,688 $590K 0.02% +2,617 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,686 $590K 0.01% +1,224 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,633 $587K 0.03% -153 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,629 $587K 0.2% -183 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,609 $586K 0.02% -38 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,608 $586K 0.01% -13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,519 $582K 0.01% +2,459 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 12,470 $580K 0.34% +1,800 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,326 $575K 0.06% +5,978 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,372 $575K 0.07% +300 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,350 $574K 0.12% -500 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 12,335 $573K 0.15% +3,573 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,326 $573K 0.04% -1,150 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,303 $572K 0.07% -792 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,186 $567K 0.17% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,154 $565K 0.28% -623 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,110 $563K 0.03% -99 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,069 $561K <0.01% +535 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,061 $561K 0.01% -638 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 12,000 $558K 0.1% -1,000 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,970 $556K 0.03% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 11,949 $556K 0.13% -235 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,945 $555K 0.04% -500 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,910 $554K 0.08% -666 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 11,890 $553K -19,000 Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,881 $552K 0.21% -3,600 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,818 $552K 0.03% +2,667 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,876 $552K 0.03% -3,053 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,858 $552K 0.02% +100 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 11,771 $547K 0.09% +6,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,714 $545K <0.01% -12,474 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,710 $544K 0.22% -249 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,709 $544K 0.09% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,703 $544K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,669 $542K 0.06% -7,350 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 11,603 $539K 0.07% +3,588 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,601 $539K 0.09% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,540 $536K 0.07% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 11,360 $528K 0.11% +48 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,315 $526K 0.01% +3,843 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,245 $526K 0.02% +951 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,283 $525K 0.02% -3,162 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,184 $520K 0.09% +11 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,073 $515K 0.05% +2,001 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 11,035 $513K 0.01% +3,547 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,017 $512K <0.01% +1,303 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,008 $512K 0.03% +81 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,000 $511K 0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,989 $511K 0.02% -9 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,973 $510K 0.05% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,951 $509K 0.01% +1,553 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 10,940 $509K 0.15% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 10,929 $508K 0.05% -1,379 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,913 $507K 0.19% -1,325 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,904 $507K 0.13% +63 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,707 $506K 0.01% +248 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 10,862 $505K 0.04% -245 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,847 $504K 0.02% -3,355 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 10,784 $501K 0.21% -139 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,766 $501K 0.01% -416 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,761 $500K 0.11% +594 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,755 $500K 0.07% +1,500 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,674 $499K 0.02% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,710 $498K 0.03% -300 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,688 $497K 0.01% +128 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,629 $494K 0.06% +1,449 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,601 $493K 0.29% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,592 $492K 0.11% -80 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,575 $492K 0.07% +2,601 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,375 $483K 0.06% -183 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10,340 $481K 0.38% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 10,101 $480K 0.03% +1,653 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,293 $479K 0.02% -28 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,157 $472K 0.02% -4,676 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 10,050 $467K 0.09% 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 10,000 $465K 0.05% -1,450 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $465K 0.13% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,967 $464K 0.01% -3,385 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,944 $462K 0.05% -4,546 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,935 $462K 0.01% +586 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 9,931 $461K 0.1% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,859 $458K 0.06% +320 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 9,845 $458K 0.27% -4,278 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,830 $457K 0.01% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,669 $456K 0.47% -469 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 9,795 $455K 0.02% -5,296 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,098 $455K 0.01% -1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 9,760 $454K 0.07% +32 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,046 $453K 0.09% -1,022 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,725 $452K 0.03% +1,208 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,689 $450K 0.1% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 9,644 $448K 0.02% -1,635 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 9,616 $447K 0.19% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,613 $447K 0.11% +58 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,000 $446K 0.12% -200 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 9,589 $446K 0.11% -527 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,503 $442K 0.08% -1,689 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,496 $441K 0.02% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,481 $441K 0.09% +300 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,457 $440K 0.01% -321 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,449 $439K 0.25% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,405 $437K 0.09% +535 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,397 $437K 0.05% -100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,258 $433K 0.01% +47 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,279 $431K 0.07% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 9,242 $430K 0.04% -3,996 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,238 $429K 0.06% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,194 $427K 0.01% +4,533 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,109 $423K 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,095 $423K 0.01% +3,904 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,084 $422K 0.13% -1,329 13F-HR Timeline