Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,865 $471K 0.02% -50 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,860 $470K <0.01% -3,477 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 5,752 $462K 0.11% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,760 $461K 0.01% -14,797 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,734 $460K 0.17% +564 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,729 $460K 0.06% +200 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,718 $459K 0.07% +2 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,695 $457K 0.26% +169 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,625 $452K 0.03% +667 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,592 $449K <0.01% -160 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,576 $448K 0.11% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,542 $445K 0.2% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,535 $444K 0.26% -681 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,535 $444K 0.02% +445 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,530 $444K 0.04% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,493 $441K 0.31% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,474 $439K 0.2% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,448 $437K 0.08% +144 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 5,339 $429K 0.2% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,325 $427K 0.01% +182 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,311 $426K 0.03% -4,043 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,283 $424K 0.03% +44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,272 $423K 0.03% +356 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,218 $419K 0.01% +267 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,122 $411K 0.04% -87 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,102 $410K 0.07% -75,653 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,067 $409K 0.19% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 5,047 $405K 0.24% +1,885 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,021 $403K 0.05% +1,954 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,020 $403K 0.19% 0 13F-HR Timeline Quantitative Strategies, Inc. More: the full row for Quantitative Strategies, Inc. 5,005 $402K 0.21% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,999 $401K 0.15% -124 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,940 $397K 0.13% -83 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,915 $395K <0.01% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,900 $393K 0.01% +1,172 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,889 $392K 0.13% +270 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,800 $381K 0.26% +1,142 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,738 $380K 0.02% +633 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,731 $380K 0.03% -509 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,727 $379K 0.14% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,677 $375K 0.3% +70 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,677 $375K 0.03% +70 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,673 $375K 0.14% +441 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,666 $375K 0.02% -128 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,664 $374K 0.05% +1 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,637 $372K 0.27% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,576 $367K 0.02% +28 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,557 $365K 0.29% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,542 $365K 0.06% -120 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,530 $364K 0.05% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,336 $363K 0.25% -131 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4,523 $363K 0.04% -297 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,515 $362K 0.11% +485 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,508 $362K 0.1% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,468 $359K <0.01% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,383 $355K 0.05% +63 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $352K 0.05% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,348 $349K 0.21% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,337 $348K 0.02% +1,841 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,333 $348K 0.02% +49 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,301 $345K 0.01% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,280 $344K 0.05% +300 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,336 $343K 0.33% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,276 $343K 0.02% +30 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,254 $341K 0.12% new 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 4,121 $339K 0.25% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,213 $338K 0.63% -5,802 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 4,209 $338K 0.08% +87 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 4,188 $336K 0.35% -3,911 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,180 $336K 0.03% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,166 $334K 0.13% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,146 $333K 0.17% +31 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,144 $333K 0.08% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,136 $332K 0.01% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,960 $332K 0.11% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,126 $331K 0.01% +3,216 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,117 $330K <0.01% new 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,115 $330K 0.08% -310 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,100 $329K 0.03% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,097 $329K 0.05% +53 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,091 $328K 0.07% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,084 $328K 0.03% -108 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 8,666 $327K 0.02% +4,588 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,119 $327K 0.01% +2,069 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,031 $324K 0.06% new 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,023 $323K 0.08% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,014 $322K 0.03% +17 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,006 $322K 0.16% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $321K 0.12% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,992 $320K 0.01% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,989 $320K 0.13% +604 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,985 $320K 0.58% +536 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,979 $319K 0.18% +59 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,942 $316K 0.03% +211 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,907 $314K 0.11% +1,010 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,895 $313K 0.01% -41 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,862 $310K 0.04% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,826 $307K 0.03% +451 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,813 $306K 0.01% +835 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,807 $306K <0.01% +240 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,787 $304K 0.21% -4 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,769 $303K 0.06% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,750 $301K 0.01% -2,670 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,750 $301K 0.04% +750 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,746 $301K 0.41% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,721 $299K 0.01% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,701 $297K 0.08% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,666 $294K 0.2% +8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,663 $294K 0.04% +54 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,649 $293K 0.1% +124 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,638 $292K 0.01% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 3,621 $291K 0.4% +633 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,609 $290K 0.18% -96 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,601 $289K 0.02% -34 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,600 $289K 0.15% -617 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 3,597 $289K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,597 $289K 0.01% +120 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,595 $289K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,588 $288K 0.19% +13 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,546 $285K 0.23% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,543 $284K 0.02% -2,505 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,543 $284K 0.49% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,540 $284K 0.04% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,537 $284K 0.02% -1,169 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,520 $283K 0.27% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,518 $282K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,495 $281K 0.02% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,451 $277K 0.01% +882 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,422 $275K 0.12% -2,432 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,422 $275K 0.06% -154 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,417 $274K 0.07% -1 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,370 $271K <0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,365 $270K 0.02% +897 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,361 $270K 0.07% new 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,337 $268K 0.02% +527 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,340 $268K 0.03% +24 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,307 $265K 0.01% +144 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,301 $265K 0.01% -213 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,284 $264K -218 Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,274 $263K 0.02% +22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,266 $262K 0.06% +6 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,255 $261K 0.15% +708 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,253 $261K 0.03% -1 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,233 $260K 0.06% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,225 $259K 0.05% new 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,223 $259K 0.14% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,209 $258K 0.06% -5,667 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,199 $257K 0.11% +857 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,175 $255K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,144 $252K 0.01% +23 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,131 $251K 0.02% -1,630 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,115 $250K <0.01% -410 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,115 $250K 0.1% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,113 $250K 0.05% +693 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3,107 $249K 0.09% +1 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,103 $249K 0.22% +46 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,090 $248K 0.07% +17 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,084 $248K 0.18% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,056 $245K 0.1% -120 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,042 $244K 0.01% +26 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,037 $244K 0.02% -202 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,000 $241K 0.03% +28 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,987 $240K 0.13% +45 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,984 $240K <0.01% +16 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 2,967 $238K 0.16% +446 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,958 $237K 0.05% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,915 $234K 0.01% +7 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,907 $233K 0.05% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,891 $232K 0.12% +41 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,864 $232K 0.04% +9 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,866 $230K <0.01% -315 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,851 $229K 0.1% +172 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,819 $226K 0.07% -57 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,817 $226K 0.05% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,807 $225K 0.02% -2,067 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,789 $224K 0.06% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,784 $223K 0.07% +41 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,799 $222K 0.04% +56 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,761 $222K 0.01% -186 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 2,737 $220K 0.06% -1,902 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,703 $217K 0.01% -915 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,697 $216K 0.18% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,645 $212K 0.09% +1 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,610 $210K <0.01% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,602 $209K 0.13% -44 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,578 $207K 0.08% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,577 $207K 0.01% -347 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,573 $207K 0.02% new 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,561 $206K 0.01% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,557 $205K 0.22% -815 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,549 $205K 0.02% -4,055 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,546 $204K 0.08% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,500 $201K 0.22% 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,493 $200K 0.09% +9 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,445 $196K 0.01% -122 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,406 $193K 0.02% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,368 $190K 0.04% +602 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,351 $189K 0.03% +1,821 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,211 $177K 0.06% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,181 $175K 0.03% 0 13F-HR Timeline