Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,098 $1.12M 0.02% +1,366 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14,036 $1.11M 0.08% -1,081 13F-HR Timeline City State Bank More: the full row for City State Bank 13,980 $1.11M 0.29% +2,660 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 13,955 $1.11M 0.82% +1,202 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 13,845 $1.1M 0.82% -5 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 13,800 $1.09M <0.01% -500 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,783 $1.09M 0.12% -83 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 13,699 $1.09M 0.76% 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,640 $1.08M 0.72% +22 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 13,530 $1.07M 1.1% -415 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,508 $1.07M 0.26% +364 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,460 $1.07M 0.26% +75 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,450 $1.07M 0.04% -8,050 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,434 $1.06M 0.29% +212 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 13,399 $1.06M 0.11% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,368 $1.06M 0.01% -122 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 13,304 $1.05M 3.98% -69,800 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 13,290 $1.05M 0.39% +501 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,281 $1.05M 0.02% +498 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,277 $1.05M 0.31% +449 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,271 $1.05M 0.43% +730 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,260 $1.05M 0.1% -234 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,253 $1.05M 0.06% -143 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,240 $1.05M 0.02% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 13,116 $1.04M 0.02% -2,800 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,060 $1.04M <0.01% +496 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,053 $1.03M 0.05% +5,695 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 12,999 $1.03M 0.16% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,983 $1.03M 0.17% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 12,970 $1.03M 0.04% +2,965 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,934 $1.03M 0.24% +2 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 12,918 $1.02M 1% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,882 $1.02M 0.07% +834 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,736 $1.01M 0.39% -567 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,714 $1.01M 0.03% +3,408 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,628 $1M 0.17% -6,568 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,581 $997K 0.42% +2,113 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 12,329 $977K 1% +200 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,298 $975K 0.22% -336 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 12,287 $974K 1% +481 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 12,216 $968K 0.86% +821 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,181 $966K <0.01% -2,710 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,174 $965K 0.22% +75 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 12,158 $964K 0.08% -6,039 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,142 $962K 0.29% -126 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,134 $962K 0.29% +96 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 12,060 $956K 0.71% -443 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 12,000 $951K 0.69% -11,500 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 11,956 $948K 0.2% -8,219 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 11,926 $945K +5,963 Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 11,922 $945K 0.29% -163 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,884 $945K 0.04% -5,638 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,825 $937K 0.04% 0 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $932K 0.21% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 11,746 $931K 0.11% -190 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 11,726 $930K 0.68% -779 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,715 $929K 0.09% +1,445 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 11,625 $922K 0.12% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,625 $921K <0.01% -297,637 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,567 $917K 0.02% +763 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,554 $916K 0.02% -740 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 11,549 $914K 0.02% +7,199 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,314 $897K 0.29% +2,883 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,243 $889K 0.03% -3,071 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 11,139 $883K 0.26% +1,871 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,073 $878K 0.14% +180 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,026 $874K 0.11% -198 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,017 $873K 0.01% +1,351 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,003 $872K 0.15% -1,056 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,993 $871K 0.39% -578 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 10,975 $870K 0.1% -925 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 10,960 $869K 0.62% new 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 10,961 $866K 0.53% +1,090 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,905 $864K 0.29% +543 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 10,850 $860K 0.33% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,829 $858K 0.07% -3,705 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,803 $856K 0.03% +4,612 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,796 $856K 0.03% +362 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 10,754 $852K 0.42% +2 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10,712 $849K 0.1% -390 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,677 $846K 0.05% +4,558 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,665 $845K 0.03% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 10,563 $837K 0.23% -1,222 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,525 $834K 0.04% +266 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,451 $833K 0.04% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,460 $829K 0.34% +1,725 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,457 $829K 0.01% +2,636 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,442 $828K 0.23% -1,466 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,407 $825K 0.34% +6 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,400 $824K 0.14% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 10,368 $822K 0.73% +78 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 10,327 $818K 0.41% +5,386 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,170 $806K 0.5% -56 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,120 $802K 0.28% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 10,060 $797K 0.63% +6,171 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,039 $796K 0.07% -11 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,020 $794K 0.15% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,003 $793K 0.02% +726 13F-HR/A Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 10,000 $793K 0.03% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,989 $792K 0.15% -197 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,905 $785K 0.36% +1,250 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,893 $784K 0.08% +1,480 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,856 $781K 0.02% -290 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,783 $776K 0.02% -567 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,597 $761K 0.12% +3,813 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,552 $757K 0.17% +667 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 9,500 $753K 0.31% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,499 $753K 0.13% +829 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 9,493 $753K 0.05% +35 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,461 $750K 0.04% +965 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,404 $745K 0.08% +64 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,395 $745K 0.08% -864 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,349 $741K 0.18% -407 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,323 $739K 0.75% -3,302 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 9,315 $738K 0.6% -210 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,305 $738K 0.05% +617 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,285 $736K 0.19% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 9,188 $728K 0.58% +118 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,182 $728K 0.04% +1,334 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,166 $727K 0.02% -477 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,108 $722K 0.06% -251 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,134 $722K 0.01% -1,802 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,099 $721K 0.36% -740 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,073 $719K 0.43% -12 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 9,060 $718K 0.35% +20 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,957 $710K <0.01% new 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,952 $710K 0.16% +17 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,889 $705K 0.05% -450 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,864 $703K 0.02% -51 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,823 $699K <0.01% -42 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,797 $697K 0.38% -80 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 8,793 $697K 0.56% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,711 $690K 0.12% -124 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,689 $689K 0.01% -816 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. F/m Investments LLC More: the full row for F/m Investments LLC 8,671 $687K 0.05% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,584 $680K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,530 $676K 0.01% +3,685 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,523 $676K 0.2% +224 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $674K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,478 $672K 0.31% -330 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,420 $667K 0.27% -288 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,413 $667K 0.18% +47 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,338 $661K 0.07% +471 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,238 $653K 0.22% +34 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,221 $652K 0.01% -195 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 8,212 $651K 0.16% +4 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,193 $649K 0.18% +558 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,110 $643K 0.04% -202 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,094 $642K 0.2% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8,029 $636K 0.62% +8 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 8,021 $636K 0.55% +287 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,982 $633K 0.03% +204 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,800 $618K 0.24% -200 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,798 $618K 0.36% +713 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,798 $618K 0.03% +800 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,774 $616K 0.2% -1,481 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,772 $616K 0.21% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,718 $612K 0.09% -368 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,700 $610K 0.15% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,690 $609K 0.26% -916 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,638 $605K 0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7,629 $605K <0.01% -4,765 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,617 $604K 0.45% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 7,614 $604K 0.14% +1,065 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,602 $603K 0.03% -720 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,599 $602K 0.01% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 7,595 $602K 0.46% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,549 $598K 0.35% +9 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,538 $598K 0.22% +1,171 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 7,532 $597K 0.25% +3,016 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,521 $596K 0.35% +2,960 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 7,442 $590K 0.43% +2,157 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,437 $590K 0.1% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,437 $590K 0.13% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,360 $583K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,346 $582K 0.11% -173 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,325 $581K 0.19% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,314 $580K 0.2% -5,361 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,308 $579K 0.03% -1,608 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,265 $576K 0.08% -630 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 7,249 $575K 0.36% +567 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,193 $570K 0.02% +1,070 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,163 $568K 0.16% +51 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,146 $566K 0.15% +138 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,139 $566K <0.01% +3,811 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 7,119 $564K 0.42% -356 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,052 $559K 0.16% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,039 $558K 0.02% +849 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 7,000 $555K 0.46% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $555K 0.81% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,889 $546K 0.43% -1,435 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,888 $546K 0.04% +367 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,881 $545K 0.11% -2,315 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,808 $540K 0.01% -17,595 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,798 $539K 0.08% +4,895 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,793 $538K 0.29% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,780 $537K 0.12% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 6,708 $532K 0.3% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,702 $531K 0.01% -1,541 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 6,699 $529K 0.31% +1,497 13F-HR Timeline