HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 18,500 $2.67M 0.22% -61 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 18,424 $2.66M 0.73% -1,291 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 18,396 $2.66M 0.3% +150 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 18,337 $2.65M 1.66% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 18,300 $2.65M 0.11% -291 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,052 $2.61M 0.08% -1,611 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 18,016 $2.6M 0.54% +742 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 18,000 $2.6M 0.87% -23,499 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,954 $2.6M 0.12% +4,301 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,900 $2.59M 0.44% +1,416 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 17,875 $2.58M 0.19% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 17,853 $2.58M 0.29% -391 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 17,800 $2.57M 0.53% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 17,798 $2.57M 0.24% -2,227 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,780 $2.57M 0.05% +6,210 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 17,762 $2.57M 0.21% +940 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 17,750 $2.57M 2.42% +11 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 17,673 $2.55M 0.36% +15,494 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,649 $2.55M 0.06% +1,749 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 17,648 $2.55M 0.77% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,606 $2.54M 0.03% +233 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,567 $2.54M 0.19% +713 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,560 $2.54M 0.11% -151 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 17,558 $2.54M 0.21% +80 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,457 $2.52M 0.63% -27 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 17,394 $2.51M 0.03% +3,471 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17,354 $2.51M 0.56% -9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,347 $2.51M 0.22% +544 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 17,344 $2.51M 0.06% +6,712 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17,324 $2.5M 0.3% -711 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,258 $2.49M 0.23% -266 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,256 $2.49M 0.07% +92 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,234 $2.49M 0.19% +2,960 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 17,134 $2.48M 0.38% -12,265 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,080 $2.47M 0.16% -397 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 17,066 $2.47M 1.09% -43 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,300 $2.46M 0.05% -2,284 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 17,008 $2.46M 0.97% -238 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,993 $2.46M +8,197 Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 16,965 $2.45M 0.25% -20,554 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,895 $2.44M 0.68% -469 13F-HR/A Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,846 $2.43M 0.26% +580 13F-HR Timeline United Bank More: the full row for United Bank 16,822 $2.43M 0.84% +524 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 16,795 $2.43M 0.72% +430 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 16,767 $2.42M 0.44% -13 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,753 $2.42M 0.05% +1,069 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,746 $2.42M 0.38% 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 16,714 $2.42M 0.22% +198 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,686 $2.41M 0.12% +9,805 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,875 $2.41M 0.09% +405 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 16,619 $2.4M 0.13% -295 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 16,608 $2.4M 0.8% +339 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 16,602 $2.4M 0.47% +2,459 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 16,600 $2.4M 1.63% -276 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,598 $2.4M 0.14% -220 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 16,489 $2.38M 1.34% -57 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,427 $2.37M 0.05% +312 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 16,405 $2.37M 0.29% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 16,395 $2.37M 0.19% -90 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,377 $2.37M 0.1% -190 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 16,376 $2.37M 0.63% +1,653 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 16,183 $2.34M 2.12% 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 16,123 $2.33M 0.06% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 15,867 $2.29M 0.53% +362 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 $2.29M 0.06% 0 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 15,800 $2.28M 0.25% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 15,507 $2.24M 1% +140 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,465 $2.24M 0.25% -785 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,429 $2.23M 0.11% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,401 $2.23M 0.78% -700 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 15,319 $2.21M 0.16% +50 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 15,282 $2.21M 0.42% -1,189 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,282 $2.21M 0.07% +2,135 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,270 $2.21M 0.15% +7,466 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,265 $2.21M 0.15% -1,213 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,222 $2.2M 0.19% +25 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 15,178 $2.19M 2.16% +1,347 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 15,173 $2.19M 0.51% +5,210 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,073 $2.18M 0.21% -153 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 15,031 $2.17M 0.92% -99 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,921 $2.16M 0.33% -2,149 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 14,848 $2.15M 0.73% -154 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 14,811 $2.14M 0.87% +12 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,792 $2.14M 0.11% -15 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,743 $2.13M 0.06% -13,827 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,737 $2.13M 0.27% +388 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 14,734 $2.13M 0.26% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 14,615 $2.11M 0.6% +3,665 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,521 $2.1M 0.24% -234 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 14,479 $2.09M 1.2% -478 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 14,478 $2.09M 0.85% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,442 $2.09M 0.13% +459 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 14,403 $2.08M 0.52% +788 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,351 $2.07M 0.49% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,343 $2.07M 0.32% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,722 $2.06M 0.28% -230 13F-HR/A Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 14,251 $2.06M 0.18% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 14,185 $2.05M 1.61% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,131 $2.04M 0.14% -544 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,073 $2.03M 0.34% -441 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 14,055 $2.03M 0.21% +879 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,906 $2.01M 0.71% +478 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,850 $2M 1.06% -300 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 13,810 $2M 0.46% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 13,766 $1.99M 0.25% -4,261 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,753 $1.99M 0.34% +738 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 13,898 $1.98M 0.41% +1,165 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 13,691 $1.98M 0.04% -3,300 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 13,521 $1.95M 0.04% 0 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. 13,516 $1.95M 0.13% -303 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,383 $1.94M 0.05% +502 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 13,428 $1.94M 0.1% -63 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,370 $1.93M 1.32% +48 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 13,304 $1.92M 0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,289 $1.92M 0.07% +1,288 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 13,268 $1.92M 0.55% +378 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,232 $1.91M 0.06% +109 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,138 $1.9M 0.19% +365 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,074 $1.89M 0.02% +1,039 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 13,047 $1.89M 0.02% -53,294 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 13,033 $1.88M 0.75% -10 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,023 $1.88M 0.13% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 12,878 $1.86M 0.9% +135 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,875 $1.86M 0.36% +13 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 12,858 $1.86M 0.57% +189 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,803 $1.85M 0.33% -167 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12,713 $1.84M 0.98% +2,412 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 12,662 $1.83M 1.22% +226 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 12,634 $1.83M 0.32% -1,443 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,540 $1.81M 0.05% +516 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 12,519 $1.81M 0.7% -171 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 12,490 $1.81M 1.04% -185 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 12,470 $1.8M 0.83% +134 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,430 $1.8M 0.41% -660 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,410 $1.79M 0.04% +7,368 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 12,395 $1.79M 0.56% 0 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 12,383 $1.79M 0.01% -415,890 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 12,360 $1.79M 0.13% -4,825 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 16,899 $1.79M 0.35% -49 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,329 $1.78M 0.11% +250 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 12,306 $1.78M 0.42% -16 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,298 $1.78M 0.47% -228 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,237 $1.77M 0.08% +1,543 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 12,250 $1.77M 0.26% -1,319 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,212 $1.77M 1.19% -98 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,210 $1.76M 0.41% +840 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,190 $1.76M 0.51% -4,519 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,098 $1.75M 0.51% -26 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 12,085 $1.75M 0.49% -41 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,076 $1.75M 0.2% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 12,058 $1.74M 0.02% +1,153 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 11,995 $1.73M 0.11% new 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,992 $1.73M 0.82% -78 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,989 $1.73M 0.59% -1,091 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,984 $1.73M 0.04% +402 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 11,941 $1.73M 0.22% -212 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 11,911 $1.72M 1.1% -738 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,900 $1.72M 0.25% +13 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,869 $1.72M 0.11% +260 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 11,866 $1.72M 0.06% -295 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,861 $1.71M 0.25% -1,663 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 11,741 $1.7M 0.52% +121 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,679 $1.69M <0.01% +2,800 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,675 $1.69M 0.11% -1,348 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,659 $1.69M 0.04% +65 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 11,660 $1.69M 0.34% +904 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 11,654 $1.68M 0.09% -2,134 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,649 $1.68M 0.21% -3,276 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11,645 $1.68M 0.53% +152 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 11,610 $1.68M 0.29% -440 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,551 $1.67M 0.08% -26 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,497 $1.66M 0.09% +792 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,509 $1.66M 0.1% +1,534 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,509 $1.66M 0.03% -360 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,491 $1.66M 0.1% +522 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,377 $1.64M 0.1% +2,277 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,376 $1.64M 0.04% -35 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 11,203 $1.62M 0.81% -2,522,355 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,133 $1.61M 0.06% +2,868 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,098 $1.6M 0.56% +1,280 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 11,080 $1.6M 0.12% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,021 $1.59M 1.07% +1,005 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 10,941 $1.58M 1.19% +145 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 10,937 $1.58M 0.64% -611 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,885 $1.57M 0.22% -112 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,869 $1.57M 0.21% -530 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,840 $1.57M 0.41% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,795 $1.56M 0.04% -92 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,785 $1.56M 0.27% -2,156 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,727 $1.55M 0.45% -26 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,700 $1.55M 0.41% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. 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