Caldwell Trust Co More: the full row for Caldwell Trust Co 17,933 $2.18M 0.23% +78 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,859 $2.17M 0.08% +2,229 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,855 $2.17M 0.11% +4 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 17,834 $2.17M 0.24% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 17,823 $2.17M 1.88% +1,585 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 17,785 $2.17M 0.04% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 17,765 $2.16M 0.72% -997 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,285 $2.16M 0.21% -1,481 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 17,740 $2.16M 0.18% +231 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 17,739 $2.16M 2.6% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,670 $2.15M 0.61% -204 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 17,631 $2.15M 0.26% -18 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 17,629 $2.15M 0.99% +502 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 17,608 $2.14M 0.28% +864 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,508 $2.13M 0.22% +658 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16,748 $2.12M 0.01% +927 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 17,262 $2.12M 0.82% +26 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,244 $2.1M 0.45% +743 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 17,106 $2.08M 0.13% -1,614 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,094 $2.08M 1.1% -388 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 17,065 $2.08M 0.28% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 17,040 $2.08M 0.69% -236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 16,185 $2.07M 0.11% +900 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 16,991 $2.07M 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,993 $2.07M 0.11% -373 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,894 $2.06M 0.07% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 16,790 $2.05M 0.72% -650 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,726 $2.04M 0.14% +196 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 16,713 $2.04M 0.02% +895 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 16,711 $2.04M 0.19% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 16,699 $2.03M 0.49% -924 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 16,497 $2.02M 0.27% new 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 16,609 $2.02M 0.19% -76 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 16,563 $2.02M 0.41% +15 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 16,516 $2.01M 0.22% +425 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 16,441 $2M 0.02% -5,459 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 16,428 $2M 0.02% -416,342 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 16,374 $1.99M 0.4% +1,170 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,341 $1.99M 0.42% -99 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,328 $1.99M 0.03% +1,994 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,265 $1.98M 0.35% +348 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 16,257 $1.98M 0.07% -95 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,128 $1.96M 0.18% +3,637 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,103 $1.96M 0.29% +1,753 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 16,101 $1.96M 0.72% +464 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 15,891 $1.94M 0.73% +1,274 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,855 $1.93M 0.07% -20 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 15,800 $1.92M 0.24% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,783 $1.92M 0.14% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 15,692 $1.91M 0.2% +3,345 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 15,647 $1.91M 0.12% -296 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 15,554 $1.89M 0.11% -127 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15,466 $1.88M 0.37% -1,583 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 15,447 $1.88M 0.86% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,409 $1.88M 0.19% -337 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 15,382 $1.87M 0.35% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 15,492 $1.87M 0.63% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 15,324 $1.87M 0.51% +299 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 15,299 $1.86M 0.16% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 15,233 $1.86M 0.15% +114 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 15,225 $1.85M 0.83% -482 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 15,176 $1.85M 0.7% +1,819 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,150 $1.85M 0.26% -1,347 13F-HR Timeline United Bank More: the full row for United Bank 15,143 $1.84M 0.76% +883 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 15,124 $1.84M 1.06% +290 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 15,091 $1.84M 0.77% +4,241 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,968 $1.82M 0.32% +726 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,930 $1.82M 0.05% -600 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,885 $1.81M 0.06% -154 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 14,882 $1.81M 1.16% +4,036 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,838 $1.81M 0.17% +922 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,813 $1.8M 0.23% -87 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,776 $1.8M 0.05% +2,598 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 14,734 $1.79M 0.24% +34 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 14,735 $1.79M 0.88% +783 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,713 $1.79M 0.42% +1,104 13F-HR Timeline Group Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 14,675 $1.79M 1.45% -7 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,674 $1.79M 0.02% +1,391 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,539 $1.77M 0.27% +23 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 14,424 $1.76M 0.36% +1,032 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,338 $1.75M 0.26% -9,233 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 14,334 $1.75M 0.13% -2,897 13F-HR Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 14,251 $1.74M 0.19% -2,000 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,222 $1.73M 0.15% -453 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,188 $1.73M 0.15% +14,174 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 14,173 $1.73M 0.06% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,156 $1.72M 0.2% +96 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,111 $1.72M 0.47% +2,277 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,994 $1.7M 0.85% +6,950 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,972 $1.7M 0.07% 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,936 $1.7M 0.1% -358 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 13,838 $1.69M 0.55% -23,601 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 13,694 $1.67M 2.08% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 13,653 $1.66M 0.26% +222 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 13,254 $1.66M 0.41% -484 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 13,604 $1.66M 0.64% -123 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 13,567 $1.65M 0.33% -561 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,535 $1.65M 0.46% +1,527 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 13,521 $1.65M 0.03% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 13,499 $1.64M 0.1% -84 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,482 $1.64M 0.62% +581 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,419 $1.63M 0.21% +1,025 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,352 $1.63M 0.06% +11,018 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,336 $1.62M 0.1% -2,884 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 13,283 $1.62M 1.1% -15 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,257 $1.61M 1.42% +333 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 12,548 $1.61M 0.57% +776 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,113 $1.6M 0.06% -106 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 13,100 $1.6M 0.34% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,090 $1.59M 0.43% +300 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,023 $1.59M 0.13% -432 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 13,010 $1.58M 0.42% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 12,993 $1.58M 0.9% +15 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,901 $1.57M 0.48% -250 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,892 $1.57M 0.05% -294 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,189 $1.57M 1.26% 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 12,790 $1.56M 1.02% -210 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,772 $1.56M 0.09% -622 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 12,723 $1.55M 0.07% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,722 $1.55M 0.08% +1,998 13F-HR/A Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,685 $1.55M 0.47% -10 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 12,627 $1.54M 0.6% +147 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,138 $1.53M 0.37% -27 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,590 $1.53M 0.14% +4,751 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 12,550 $1.53M 0.12% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 12,450 $1.52M 1.2% +515 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 12,439 $1.52M 0.58% +13 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 12,419 $1.51M 1.09% +342 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 12,338 $1.5M 0.73% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,316 $1.5M 0.36% +190 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 12,304 $1.5M 0.58% +3 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 12,279 $1.5M 0.22% +402 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 12,182 $1.48M 0.81% +220 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 12,169 $1.48M 0.7% -367 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,166 $1.48M 0.02% -835 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 11,506 $1.47M 0.08% -627 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 12,000 $1.46M 0.27% -2,860 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 11,930 $1.45M 0.52% -392 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 11,925 $1.45M 0.58% -4,391 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,897 $1.45M 0.07% +1,185 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 11,871 $1.45M 0.73% +2,502 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,814 $1.44M 0.14% +1,766 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 11,812 $1.44M 0.52% -184 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,774 $1.43M 0.06% -161 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,627 $1.42M 0.25% -522 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,594 $1.41M 0.16% -597 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,555 $1.41M 0.67% -472 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 11,613 $1.4M 0.51% +1,282 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 11,445 $1.39M 0.42% +247 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,442 $1.39M 0.19% +906 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 11,429 $1.39M 0.38% +10,287 13F-HR Timeline Group BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 11,364 $1.38M 0.02% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,346 $1.38M 0.26% -159 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,341 $1.38M 0.14% +204 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 11,332 $1.38M 0.5% -101 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,266 $1.37M 0.07% -594 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,232 $1.37M 0.05% +74 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,219 $1.37M 0.04% -740 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,197 $1.36M 0.03% +2,412 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,184 $1.36M <0.01% +2,703 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,178 $1.36M 0.08% +1,661 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,157 $1.36M 0.05% +759 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,155 $1.36M 0.39% -3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 11,139 $1.36M 0.66% -1,109 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 11,110 $1.35M 0.07% -9,019 13F-HR Timeline Group Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 11,080 $1.35M 0.11% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,071 $1.35M 0.05% -2,626 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 11,049 $1.35M 0.87% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 11,043 $1.35M 0.51% -124 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,006 $1.34M 0.45% -2,573 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 10,919 $1.33M 0.16% -385 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,869 $1.32M 0.04% +1,718 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 10,863 $1.32M 0.06% +7,938 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,858 $1.32M 0.54% +331 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 10,824 $1.32M 0.1% +1,163 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,823 $1.32M 0.02% -12,282 13F-HR Timeline Group EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 10,814 $1.32M -4,421 Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,749 $1.31M 0.36% +336 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,736 $1.31M 0.05% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,727 $1.31M 0.18% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,703 $1.3M 1.09% -225 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,700 $1.3M 0.41% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,632 $1.3M 0.04% +881 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,642 $1.3M 0.04% -321 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 10,615 $1.29M 0.25% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 10,593 $1.29M 0.36% -373 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,586 $1.29M 0.44% -50 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 10,521 $1.28M 1.1% +819 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,519 $1.28M 0.09% -98 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,500 $1.28M 0.35% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,379 $1.26M 0.07% +78 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. 10,359 $1.26M 0.03% -32,314 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 10,289 $1.25M 0.02% +3,735 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 10,283 $1.25M 0.43% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,979 $1.25M 0.43% +7,360 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,251 $1.25M 0.02% -1,892 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 10,227 $1.25M 0.99% +2 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,214 $1.24M 0.04% +312 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,212 $1.24M 0.1% -882 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,134 $1.23M 0.17% -87 13F-HR Timeline