World Investment Advisors More: the full row for World Investment Advisors 17,342 $891K 0.01% +2,351 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 17,233 $886K 0.4% +5,725 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 17,212 $885K 0.03% +4,900 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 17,094 $878K 0.84% -3,390 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 17,000 $874K 1.45% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 16,978 $872K 0.24% +1,536 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,802 $863K 0.03% +228 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 16,800 $863K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,714 $859K 0.01% -4,054 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,649 $856K 0.03% -16,032 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 16,641 $855K 0.67% +685 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16,533 $850K 0.01% +827 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,513 $849K 0.09% -100 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 16,440 $845K <0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,409 $843K 0.05% +2,198 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,344 $840K 0.2% -574 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 16,338 $840K 0.02% +681 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 16,000 $839K 1.1% -39,381 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,253 $836K 0.07% +7,692 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 16,180 $831K 0.19% +1,050 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,164 $831K 0.06% -627 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,095 $827K 0.06% -704 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,032 $824K 0.08% +10,287 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 16,000 $822K 0.58% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,738 $809K 0.05% -91 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 15,707 $807K 0.25% +1,947 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 15,701 $807K 0.08% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,641 $804K 0.03% -1,897 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 15,600 $802K 0.43% +190 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 15,580 $801K 0.09% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 15,521 $798K 0.1% -335 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,499 $796K 0.72% +201 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15,481 $796K 0.33% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,381 $790K <0.01% -119,488 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,184 $785K 0.01% +2,118 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,703 $783K 0.02% +345 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,146 $783K 0.02% +1,879 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,197 $781K 0.12% +68 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 20,289 $779K 0.07% +157 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 15,091 $776K 0.05% -91,875 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 15,067 $774K 0.05% +657 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 15,032 $772K 0.56% -1,312 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,025 $772K 0.56% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,000 $771K 0.03% -1,725 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,979 $770K 0.01% -3,100 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,975 $770K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,941 $768K 0.03% -16 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,929 $767K 0.05% -662 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,881 $765K 0.02% +1,878 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 14,849 $763K 0.61% +4,853 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,838 $763K 0.27% +8,662 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,833 $762K 0.04% +5,654 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 14,825 $762K 0.09% +989 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,774 $759K 0.25% -7 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 14,743 $758K 0.17% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,547 $755K +1,047 Timeline ANB BANK More: the full row for ANB BANK 14,622 $751K 0.3% -424 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,550 $748K 0.01% +1,148 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,490 $745K 0.08% +1,209 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,445 $742K 0.03% -14,785 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,316 $736K 0.02% +1,798 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 14,229 $731K 0.23% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,213 $730K 0.35% +81 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 14,202 $730K 0.04% -172 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 14,192 $729K 0.11% 0 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,156 $727K 0.06% -19,504 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,022 $727K 0.02% +2,175 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 14,123 $726K 0.45% 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 14,100 $725K 0.26% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,087 $724K 0.32% +2,787 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 14,000 $719K 0.42% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,936 $716K 0.45% +456 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,830 $711K 0.07% -1,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,573 $698K 0.01% +3,825 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 13,491 $693K 0.66% -707 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 13,490 $693K 0.1% +613 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 13,476 $693K 0.05% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 13,464 $692K 0.15% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,403 $689K 0.5% -4,373 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,371 $687K 0.11% +82 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. 13,352 $686K 0.01% +931 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,353 $686K 0.02% -6,771 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,267 $682K 0.03% +11 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,264 $682K 0.07% +1,703 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 13,238 $680K 0.07% +2,814 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,192 $678K 0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,178 $677K 0.01% -3,656 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,147 $675K 0.05% -398 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,111 $674K 0.18% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,096 $673K 0.06% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 13,095 $673K 0.09% +1,077 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 13,058 $671K 0.01% +7,322 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 13,000 $668K 0.14% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,991 $668K 0.02% -5,841 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,850 $660K 0.16% -13,500 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,819 $659K 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,812 $658K 0.2% -104 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,791 $657K 0.04% +2,100 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,786 $657K 0.03% +153 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,782 $657K 0.04% -2,252 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,777 $657K 0.37% +93 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 12,706 $653K 0.06% -8,439 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,699 $653K 0.01% +3,227 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,682 $652K 0.13% +740 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,605 $651K 0.07% -2,910 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,647 $650K 0.03% -19,456 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,621 $649K 0.01% +276 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,577 $646K 0.08% +3,152 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,576 $646K 0.11% +267 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 12,445 $640K 0.05% -25 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,308 $633K 0.07% +234 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,257 $630K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 12,238 $629K 0.26% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,209 $627K 0.03% +1,755 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,186 $626K 0.22% +1,284 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 12,185 $626K 0.06% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 12,184 $626K 0.17% -31 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,072 $620K 0.08% -165 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,959 $615K 0.29% +1 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,789 $606K 0.04% -2,481 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,758 $605K 0.03% +1,760 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,574 $595K 0.03% +3,642 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,540 $593K 0.09% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,534 $593K <0.01% -323 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,462 $589K 0.01% -4,592 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 11,450 $588K 0.07% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 11,401 $586K 0.12% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 11,312 $581K 0.13% -1,598 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 11,279 $580K 0.03% -25,596 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,070 $578K 0.09% -437 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,245 $578K <0.01% +473 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,245 $578K 0.02% +2,947 13F-HR/A Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,182 $575K 0.02% -636 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,173 $574K 0.12% +100 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 11,107 $571K 0.05% -460 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,459 $568K 0.01% +404 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 11,010 $566K 0.04% +200 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,000 $565K 0.02% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,998 $565K 0.03% -166 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,973 $564K 0.06% -600 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 10,940 $562K 0.19% +1,000 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,927 $562K 0.04% +980 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,923 $561K 0.07% -5,555 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 10,923 $561K 0.25% -1,304 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,192 $560K 0.12% +1,280 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,841 $557K 0.17% +516 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,727 $553K 0.04% +5,467 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 10,689 $549K 0.03% -2,730 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,672 $548K 0.13% +405 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,670 $548K 0.37% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,068 $547K 0.12% -91 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,615 $546K 0.2% -1,824 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,601 $545K 0.32% -1,814 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,560 $543K 0.01% +770 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,558 $543K 0.08% +421 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,413 $535K 0.18% -282 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,408 $535K 0.01% +120 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10,391 $534K <0.01% -3,039 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,294 $532K 0.02% -2,233 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10,340 $531K 0.53% -366 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,321 $530K 0.03% +4,049 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,227 $526K 0.08% -1,381 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 10,165 $523K 0.01% -1,106 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,167 $522K 0.12% +8,281 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,138 $521K 0.4% +63 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,129 $521K 0.01% -137,823 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,124 $520K 0.01% +685 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,116 $520K 0.15% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,071 $518K 0.02% +10 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,060 $517K 0.01% +4,361 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $514K 0.15% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,990 $513K 0.03% +257 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,211 $512K 0.01% -288 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 9,953 $511K 0.1% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,780 $503K 0.09% +2,569 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,778 $503K 0.01% +318 13F-HR/A Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 9,728 $500K 0.09% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 9,728 $500K 0.44% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,714 $499K <0.01% -1,526 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,099 $493K 0.01% +834 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 9,557 $491K 0.05% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,555 $491K 0.13% +3,111 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,539 $490K 0.08% +241 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,513 $489K 0.05% -1,482 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,497 $488K 0.06% -400 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,496 $488K 0.03% -275 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,398 $483K 0.02% +18 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,395 $483K 0.03% +1,960 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,349 $480K 0.01% +4,034 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,300 $478K 0.01% -597 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,255 $476K 0.08% -700 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,200 $473K 0.14% -850 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,151 $473K 0.02% +1,433 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,181 $472K 0.11% +33 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,180 $472K 0.06% -175 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 9,141 $470K 0.38% +242 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,140 $470K 0.05% -1,891 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,072 $466K 0.05% +1,399 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,059 $466K 0.19% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 9,000 $463K 0.07% new 13F-HR Timeline