Coastline Trust Co More: the full row for Coastline Trust Co 61,350 $4.61M 0.46% +1,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 61,297 $4.6M 0.29% +59,743 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 60,972 $4.58M 0.01% +34,363 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 61,405 $4.52M 0.09% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 60,116 $4.51M -121,127 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 60,055 $4.51M 0.07% +3,678 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 60,055 $4.51M 2.55% -12,097 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 59,721 $4.49M 0.39% -1,146 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 59,374 $4.46M 0.28% +10,185 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 59,007 $4.43M 0.24% +1,724 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 58,210 $4.37M 2.19% +574 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 57,933 $4.35M 1.53% -2,019 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 57,400 $4.31M <0.01% +7,036 13F-HR Timeline Group M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 57,390 $4.31M 3.32% +5,357 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 57,213 $4.3M 0.02% +18,159 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 57,053 $4.28M 0.61% +3,479 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 57,018 $4.28M 0.08% -1,400 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 56,085 $4.21M 0.04% -2,862 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 55,879 $4.2M 0.85% +661 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 55,705 $4.18M 0.61% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 54,948 $4.13M 0.01% +2,034 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 54,939 $4.13M 5.09% -1,330 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 54,858 $4.12M 0.34% -532 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 54,725 $4.11M 0.01% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 54,625 $4.1M 0.05% +26,332 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 54,201 $4.07M 0.19% -724 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 54,148 $4.07M 0.06% +18,060 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 54,119 $4.06M 3.05% +83 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 53,754 $4.04M 0.29% +14,976 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 53,320 $4M 1.6% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 52,878 $3.97M 0.84% +2,745 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,632 $3.95M 1.66% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 52,520 $3.94M 0.26% +5,187 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 52,442 $3.94M 0.37% +458 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 52,248 $3.92M 1.93% -685 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,044 $3.91M 0.03% +12,899 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,903 $3.9M 0.27% +5 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 51,802 $3.89M 0.38% +4,502 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 51,765 $3.89M 0.01% +6,813 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 51,248 $3.85M 0.36% +6,174 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 51,143 $3.84M 0.07% +6,311 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 51,097 $3.84M 0.08% +6,355 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 50,971 $3.83M 0.12% +556 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 50,913 $3.82M 1.61% +4,598 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 50,886 $3.82M 0.04% +2,285 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 50,732 $3.81M 0.86% +29,598 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 50,441 $3.79M 0.2% +4,148 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 50,329 $3.78M 2.47% -9,090 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $3.75M 3.27% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,994 $3.75M 0.03% +7,309 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 49,730 $3.73M 3.07% +1,441 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 49,690 $3.73M 0.5% +11,753 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 49,514 $3.72M 0.02% -6,187 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 49,498 $3.72M 0.09% +635 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 49,433 $3.71M 0.76% -2,090 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. 48,547 $3.65M 0.07% +7,041 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 47,771 $3.59M 0.07% -654 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 47,597 $3.57M 0.17% -4,060 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 47,561 $3.57M 2.11% -3,748 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 47,456 $3.56M 0.99% -5,635 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 47,147 $3.54M 0.73% +10,452 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 47,018 $3.53M 0.1% +1,093 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 46,909 $3.52M 0.06% +184 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46,745 $3.51M 1.53% -1,059 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 46,179 $3.47M 0.55% -1,203 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 45,723 $3.43M +34,503 Timeline First PREMIER Bank More: the full row for First PREMIER Bank 45,372 $3.41M 0.79% -6,942 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 45,311 $3.4M 0.59% +3,933 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 44,976 $3.38M 3.27% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 44,847 $3.37M 0.15% +1,227 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 44,746 $3.36M 0.85% -401 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 44,557 $3.35M 0.58% +1,590 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,249 $3.32M 0.27% -726 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 44,083 $3.31M 0.4% +383 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 44,022 $3.31M 0.06% -1,768 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 43,787 $3.29M 0.25% +5,890 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 43,688 $3.28M 0.35% +2,164 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 43,511 $3.27M 0.12% +527 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 43,411 $3.26M 1.79% +20,552 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 43,402 $3.26M 1.11% -380 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 43,110 $3.24M 0.61% -9,350 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 42,713 $3.21M 0.37% -3,133 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 42,565 $3.2M 0.69% -1,725 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 42,350 $3.18M 0.52% +4,695 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 42,302 $3.18M 1.1% +643 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 42,264 $3.17M 0.05% +199 13F-HR/A Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 42,257 $3.17M 2.07% +186 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 42,199 $3.17M 1.2% -6,690 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,853 $3.14M 0.11% -107 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 41,848 $3.14M 0.22% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 41,848 $3.14M 0.29% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 41,786 $3.14M 2.1% -263 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 41,485 $3.12M 0.54% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 41,391 $3.11M 0.43% +34 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 41,204 $3.09M 0.83% +3,006 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 41,164 $3.09M 0.05% -2,979 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 40,710 $3.06M 0.13% +4,640 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 38,087 $3.04M 2.13% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,388 $3.03M 0.05% +11,237 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 40,004 $3M 0.31% -6,000 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 39,990 $3M <0.01% +11,838 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 39,985 $3M 0.12% +21,932 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 39,911 $3M 1.5% +7,638 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 39,734 $2.98M 0.99% +6,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 39,323 $2.95M 0.16% +4,420 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 39,129 $2.94M 0.06% +4,927 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 38,709 $2.91M 1.58% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 38,377 $2.88M 0.33% +15,430 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 38,213 $2.87M 0.66% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 37,724 $2.83M 2.31% +32,088 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 37,241 $2.8M 1.18% -56,208 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 36,882 $2.77M 1.43% -1,210 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 36,686 $2.76M 1.41% -1,916 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 36,681 $2.75M 0.46% +9,785 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 36,634 $2.75M 0.11% -915 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 36,328 $2.73M 0.01% +3,285 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,315 $2.73M 0.07% -18 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 36,269 $2.72M 1.19% +2,912 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 36,221 $2.72M 0.04% -1,093 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 36,136 $2.71M 1.5% +2,236 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 36,056 $2.71M 0.42% +22,670 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 35,970 $2.7M 0.13% -80 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 35,632 $2.68M 0.4% +1,610 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,564 $2.67M 0.19% +872 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 35,452 $2.66M 0.57% +23 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 35,438 $2.66M 0.28% +6,927 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,193 $2.64M 0.04% +3,361 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 35,104 $2.64M 0.28% -770 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 35,093 $2.64M 0.06% -1,501 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 34,827 $2.62M 0.18% +353 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 34,680 $2.6M 0.05% -11,727 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 34,014 $2.59M 2.09% -1,953 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 34,113 $2.56M 1.17% +16,729 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 33,472 $2.51M 0.43% +1,472 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 33,452 $2.51M 0.16% 0 13F-HR/A Timeline COWA, LLC More: the full row for COWA, LLC 33,260 $2.5M 0.67% +3 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 33,229 $2.5M 0.2% +50 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 32,835 $2.47M 0.16% +8,559 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 32,677 $2.45M 0.44% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 32,626 $2.45M 0.29% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 32,578 $2.45M 0.05% -137 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,565 $2.45M 0.23% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 32,557 $2.44M 2.3% -5 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 32,495 $2.44M 1.02% -340 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 32,412 $2.43M 2.21% -317 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 32,249 $2.42M 0.17% +456 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 32,021 $2.4M 0.23% +5,753 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 32,015 $2.4M 0.1% -100 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 31,948 $2.4M 0.2% +15,020 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 31,921 $2.4M 0.03% +5,479 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,601 $2.37M 1.05% +54 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 31,545 $2.37M 0.17% -640 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 31,540 $2.37M 2.25% +867 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 31,518 $2.37M 1.12% -151 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 31,454 $2.36M 0.92% -1,065 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 31,433 $2.36M 0.21% -272 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 31,380 $2.36M 0.99% +38 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 31,342 $2.35M 0.34% -793 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 31,289 $2.35M 1.2% +23,855 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 31,282 $2.35M 0.13% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 31,256 $2.35M 0.15% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 31,240 $2.35M 0.65% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 31,118 $2.34M 0.06% -2,866 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 30,207 $2.33M 4.28% new 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 31,007 $2.33M 2% +745 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 30,922 $2.32M 0.13% +6,265 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 31,415 $2.29M 0.08% +4,494 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 30,365 $2.28M 3.34% -200 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 30,327 $2.28M 0.28% +3,132 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30,016 $2.25M 0.35% -5,943 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 29,975 $2.25M 0.12% -30,540 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 29,950 $2.25M 0.31% +3,544 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 29,901 $2.25M 0.67% -144 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 29,606 $2.22M 0.31% -1,827 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 29,596 $2.22M 0.09% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 29,121 $2.19M 0.15% +480 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 27,260 $2.17M 0.88% +935 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 28,880 $2.17M 0.04% +46 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 28,840 $2.17M 1.27% +1,237 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 28,752 $2.16M 0.48% +3,197 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 28,732 $2.16M 0.01% +3,581 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 28,714 $2.16M 0.19% -100 13F-HR Timeline Waterloo Capital, L.P. 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