Parkside Advisors LLC More: the full row for Parkside Advisors LLC 25,325 $1.51M 0.33% +111 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 25,108 $1.5M 0.37% +18,045 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 25,028 $1.5M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 25,021 $1.5M 0.52% +10,806 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 24,393 $1.46M 0.13% +106 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 24,445 $1.45M 0.25% +1,801 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 24,295 $1.44M 0.08% +4,105 13F-HR/A Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 23,993 $1.44M 0.84% +8,347 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 23,790 $1.42M 0.05% +5,935 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 23,437 $1.4M 0.05% -58 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 23,161 $1.39M 0.15% +8,780 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,085 $1.38M 0.03% +751 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,778 $1.36M 0.02% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 22,694 $1.36M 0.5% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,505 $1.35M 0.35% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,347 $1.34M 0.01% +7,431 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 22,346 $1.34M 0.18% +4,702 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,288 $1.33M 0.05% +2,930 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,160 $1.33M 0.01% -3,546 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 21,786 $1.3M 0.06% +691 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 21,753 $1.3M <0.01% +12,904 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 21,449 $1.28M 0.19% +2,821 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 21,386 $1.28M 0.45% +60 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 21,342 $1.28M 0.61% -36 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 21,202 $1.27M 0.29% +9,766 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 20,822 $1.25M 0.85% -275 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20,403 $1.22M 0.47% -6,405 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 20,384 $1.22M +9,724 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,215 $1.21M <0.01% -1,102 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 20,149 $1.21M 0.28% -2,491 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,039 $1.2M 0.02% +317 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 19,636 $1.17M 0.02% +938 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 19,446 $1.16M 0.56% +1,393 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,844 $1.13M 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,331 $1.1M 0.02% -1,354 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,205 $1.08M 0.2% -150 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 18,035 $1.08M 0.08% +8,523 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 17,614 $1.05M <0.01% +991 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,539 $1.05M 0.04% +22 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,509 $1.05M 1.15% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,443 $1.04M 0.01% -1,592 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 17,370 $1.04M 0.42% +8,683 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 17,341 $1.04M 0.57% +998 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 17,319 $1.04M 0.16% -11,332 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 17,290 $1.03M 0.37% +3,440 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 17,204 $1.03M 1.82% +2,077 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,174 $1.03M 0.04% -1,833 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 16,802 $1M 0.03% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,736 $1M 0.03% +6,507 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 16,307 $975K 0.73% +3,420 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 16,192 $968K 0.19% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,078 $962K 0.07% -882 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,040 $959K 0.28% +6,319 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,432 $923K 0.02% +4,949 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,392 $921K <0.01% +7,644 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 15,324 $917K 0.99% -877 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,393 $914K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,861 $889K 0.04% +9 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 14,813 $886K 0.27% +20 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,793 $885K 0.09% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 14,775 $884K 0.24% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 14,723 $881K 0.08% +3,537 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,700 $879K 0.02% -1,182 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,696 $879K 0.01% -1,098 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 14,690 $879K 0.08% +2,290 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 14,481 $866K 0.21% +140 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,405 $862K 0.01% -3,519 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 14,304 $856K 0.06% +4 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,201 $849K <0.01% +5,917 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,103 $844K 0.44% -1,164 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,980 $836K 0.18% -3,157 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 13,977 $836K 0.42% -1,501 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,724 $821K <0.01% +6,738 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,690 $819K 0.06% -4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,676 $818K 0.03% -3 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,543 $810K 0.02% -1,713 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,574 $804K 0.28% +843 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 13,432 $803K 0.3% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,336 $795K 0.07% -954 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,299 $795K 0.23% +233 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 13,185 $789K 0.52% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,135 $786K 0.19% -7,572 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,951 $768K 0.02% +190 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 12,758 $763K 0.04% -6,136 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,748 $762K 0.05% -6,907 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. 12,710 $760K 0.02% -1,147 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,692 $759K 0.58% -850 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,638 $756K 0.33% +8,374 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,512 $748K 0.03% +128 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 12,460 $745K 0.21% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 12,314 $736K 0.01% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 12,278 $733K 0.3% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,131 $726K 0.04% -152 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,001 $718K 0.05% -684 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,796 $706K 0.45% +2 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 11,720 $701K 0.37% -2,638 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,552 $691K 0.03% +378 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 11,504 $688K 0.03% -1,147 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 11,341 $678K 0.37% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 11,120 $665K 0.29% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,045 $660K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,957 $655K 0.03% +867 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,925 $653K 0.04% +1,916 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,924 $653K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,864 $650K 0.06% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,849 $649K 0.25% +186 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 10,849 $647K 0.01% -17,802 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 10,719 $641K 0.13% +138 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,709 $641K 0.03% -6 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,695 $640K 0.05% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 10,666 $638K 0.15% -686 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,585 $633K 0.42% +1,392 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 10,449 $625K 0.09% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,358 $620K 0.04% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $604K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,975 $597K 0.05% -2,379 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,833 $588K 0.01% +76 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,754 $583K 0.27% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,623 $576K 0.08% new 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 9,579 $573K 0.16% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,553 $571K 0.01% -1,221 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,521 $569K 0.04% +5,199 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,460 $566K 0.01% -1,490 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 9,333 $558K 0.01% +723 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 9,258 $554K 0.02% +776 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,176 $549K 0.03% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,175 $549K 0.03% -534 13F-HR Timeline Trust Co More: the full row for Trust Co 9,150 $547K 0.06% -1 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,136 $546K 0.24% +3,047 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,006 $539K 0.02% +839 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 8,863 $530K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,798 $526K 0.02% -8,908 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 8,793 $526K 0.03% +927 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,728 $522K 0.02% -16,880 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,411 $503K 0.03% -2,162 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,324 $498K 0.13% +1,905 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 8,310 $497K 0.02% +1,307 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,268 $495K 0.28% +80 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,237 $493K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,139 $487K 0.09% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,935 $475K 0.2% -808 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,798 $466K 0.05% +1,955 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,651 $458K 0.01% +2,155 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,644 $457K 0.04% +49 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7,446 $445K 0.15% -181 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,375 $441K 0.17% -71 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,370 $441K 0.37% +113 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,325 $438K 0.03% +71 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,321 $437K 0.11% +547 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,144 $427K 0.03% -41 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 7,105 $425K 0.11% -6,837 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,161 $425K 0.01% -709 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 7,095 $424K 0.53% +3,430 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,025 $420K 0.03% -70 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 7,018 $420K 0.13% +316 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 6,924 $414K 0.3% -69,415 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,907 $413K 0.01% -2,149 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,902 $413K 0.17% +33 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,900 $413K 0.1% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,964 $412K 0.08% -8,859 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,749 $404K 0.04% +339 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,665 $399K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,731 $398K 0.04% new 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 6,652 $398K 0.2% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,316 $378K 0.02% +2,180 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,283 $376K <0.01% +5,477 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,264 $375K 0.04% +1,720 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,272 $375K 0.13% -166 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 6,258 $374K 0.33% +2,820 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,243 $373K 0.01% -73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,205 $371K 0.03% +2,315 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 6,237 $371K 0.1% -28 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,135 $367K 0.01% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,921 $354K 0.04% -12 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,867 $351K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,853 $350K <0.01% +915 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,852 $350K 0.02% -36,321 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,859 $350K 0.14% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,835 $349K 0.04% +170 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,817 $348K 0.01% +57 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 5,738 $343K 0.28% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,742 $343K 0.02% -3,818 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,724 $342K 0.04% +636 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,702 $341K 0.01% +39 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,669 $339K <0.01% -604 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,547 $332K 0.03% +353 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,514 $330K 0.01% -4,502 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,475 $327K 0.02% +119 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,461 $327K 0.3% +2,026 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,454 $326K 0.02% +458 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,454 $326K 0.05% +26 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,450 $326K <0.01% -160 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,434 $325K 0.19% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,430 $325K 0.03% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,400 $323K 0.22% 0 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 5,376 $322K 0.33% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,333 $319K 0.23% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,331 $319K 0.16% -741 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,327 $319K 0.02% -743 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,320 $318K 0.03% 0 13F-HR Timeline