INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 28,538 $17.5M 0.57% +4,767 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 28,473 $17.4M 4.61% -1,413 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 28,410 $17.4M 6.26% +10 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 28,370 $17.4M 3.34% -50 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 28,322 $17.3M 2.27% +3,002 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 28,152 $17.2M 9.96% +573 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 28,091 $17.2M 1.59% +270 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 28,077 $17.2M 0.11% -344 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,076 $17.2M 0.16% +170 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 28,036 $17.2M 2.78% -392 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 27,990 $17.1M 1.02% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 27,971 $17.1M 4.6% -4,313 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27,945 $17.1M 1.33% +452 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,912 $17.1M 0.46% +4,814 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 27,815 $17M 6.38% +173 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 27,800 $17M 1.43% -2,659 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 27,790 $17M 0.51% +293 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 27,758 $17M -106,170 Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 27,302 $16.7M 1.55% +2,858 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 27,207 $16.7M 6.06% +4,358 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 27,104 $16.6M 2.06% -464 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 27,059 $16.6M 12.97% -480 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 26,943 $16.5M 1.48% +382 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 26,878 $16.5M 1.16% +14 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 26,868 $16.5M 33.49% +74 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,829 $16.4M 0.92% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 26,751 $16.4M 1.98% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 26,721 $16.4M 0.26% -827 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,650 $16.3M 0.98% -237 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 26,563 $16.3M 5.64% +66 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26,606 $16.3M 0.71% +1,771 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,460 $16.2M 0.92% +4,676 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 26,354 $16.1M 5.31% -485 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 26,276 $16.1M 1.68% -3,255 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 26,243 $16.1M 2.55% +59 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 26,238 $16.1M 13.48% +1,557 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 26,212 $16.1M 9.61% -550 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,179 $16M 0.78% +14,548 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,124 $16M 1.23% +10,139 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 26,102 $16M 1.52% +7,110 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 26,063 $16M 1.22% -2,516 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,783 $15.8M 0.32% +3,839 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,777 $15.8M 1.01% -33 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 25,724 $15.8M 1.25% +1,108 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 25,688 $15.7M 2.15% +5,237 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,578 $15.7M 1.16% +431 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 25,477 $15.6M 1.85% -8,104 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 25,425 $15.6M 0.19% +396 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 25,315 $15.5M 1.67% +1,196 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25,303 $15.5M 1.38% +1,481 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 25,297 $15.5M 1.09% +7,808 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 25,190 $15.4M 1.05% -373 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 25,187 $15.4M 1.23% +18,957 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 25,175 $15.4M 4.76% -5,581 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,146 $15.4M 0.81% +165 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 25,026 $15.4M 6.56% +52 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 24,864 $15.2M 2.11% -10 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 24,792 $15.2M 0.54% -4,998 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,724 $15.1M 1.06% +3,201 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 24,712 $15.1M 1.3% +219 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,693 $15.1M 0.38% +281 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 24,684 $15.1M 1.89% +79 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 24,634 $15.1M 12.24% -139 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 24,553 $15M 1.14% +756 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 24,549 $15M 14.89% +154 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 24,548 $15M 18.64% 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 24,395 $14.9M 3.61% -419 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 24,393 $14.9M 5% -12 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 24,369 $14.9M 10.91% +1,636 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 24,341 $14.9M 1.89% -455 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 24,335 $14.9M 3.67% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 24,309 $14.9M 6.24% +9,581 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,308 $14.9M 0.94% -80 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,201 $14.8M 1.2% +2,346 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 24,076 $14.7M 5.66% -1,427 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,002 $14.7M 0.4% +1,998 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 23,967 $14.7M 3.8% -519 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 23,940 $14.6M 0.23% +1,017 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 23,873 $14.6M 4.96% -305 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 23,842 $14.6M 21.78% -1,105 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,797 $14.6M 0.05% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 23,712 $14.6M 7.83% -843 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 23,738 $14.5M 8.17% -1,489 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 23,723 $14.5M 8.97% +260 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 23,655 $14.5M 6.13% +5,138 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 23,472 $14.4M 1.69% -2,658 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,295 $14.3M 0.16% -1,207 13F-HR Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 23,216 $14.2M 7.52% +383 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 23,144 $14.2M 2.83% -1,406 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 23,007 $14.1M 3.88% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,943 $14M 0.29% +1,177 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 22,433 $13.8M 0.8% -411 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 22,619 $13.8M 0.12% +7,472 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 22,478 $13.8M 0.66% -616 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,469 $13.8M 0.88% +689 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 22,457 $13.8M 5.65% +4,051 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 22,449 $13.7M 6.88% +4,986 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 22,327 $13.7M 6.61% -383 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 22,194 $13.6M 2.29% +590 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 22,250 $13.6M 0.84% 0 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 22,124 $13.6M 7.15% +1,021 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 22,069 $13.5M 1.64% -3,300 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 22,056 $13.5M 7.08% +794 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 22,011 $13.5M 0.6% -801 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 21,974 $13.5M 2.16% -2,174,485 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 21,844 $13.4M 0.32% -99,738 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 21,609 $13.2M 0.51% -435 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 21,574 $13.2M 1.77% +595 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 21,543 $13.2M 0.93% -230 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 21,540 $13.2M 1.93% -1,083 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 21,520 $13.2M 7.43% +1,383 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 21,484 $13.2M 5.92% +608 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 21,481 $13.2M 3.54% +493 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 21,464 $13.1M 3.86% -457 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 21,449 $13.1M 3.7% +7,260 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21,426 $13.1M 2.66% +634 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 21,417 $13.1M 2.86% +3,986 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 21,398 $13.1M 3.02% -148 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 21,380 $13.1M 0.77% +4,093 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 21,341 $13.1M 3.43% +469 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,330 $13.1M 1.94% +298 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 33,905 $13M 7.98% +10,658 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,230 $13M 1.66% -1,617 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 21,093 $13M 3.74% +688 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 21,141 $12.9M 2.62% -87 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 21,131 $12.9M 1.37% +3,211 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 21,035 $12.9M 3.99% +302 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 145,806 $12.9M 5.6% -587 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 20,982 $12.8M 0.52% +755 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,874 $12.8M 0.6% +327 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 20,807 $12.8M 6.05% +13,256 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20,833 $12.8M 3.45% -211 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 20,819 $12.7M 0.36% +1,255 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 20,808 $12.7M 0.24% +1,923 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 20,804 $12.7M 0.63% +267 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,783 $12.7M 1.06% -3,078 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,291 $12.7M 1.17% +134 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 20,761 $12.7M 1.51% +59 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 20,736 $12.7M 10.26% -899 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,704 $12.7M 3.58% +63 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 20,571 $12.6M 1.92% +248 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,467 $12.5M 0.02% +662 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 20,433 $12.5M 1.52% +4,133 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 20,409 $12.5M 0.13% +13,950 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 20,341 $12.5M 1.49% -5,235 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,246 $12.4M 0.46% +3,167 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,228 $12.4M 7.8% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,122 $12.3M 0.59% +1,263 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 20,089 $12.3M 1.43% +12,789 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 20,035 $12.3M 3.11% +3,000 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 20,047 $12.3M 5.55% -593 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 20,026 $12.3M 3.23% +2,048 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 19,869 $12.2M +291 Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 19,861 $12.2M 2.14% +18,057 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19,826 $12.1M 1% -770 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 19,806 $12.1M 11.32% +329 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 19,613 $12M 10.03% -8,763 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 19,598 $12M 6.95% -1,048 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 19,585 $12M 5.28% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 19,551 $12M 3.89% -5 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 19,522 $12M 0.82% -48 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 19,502 $11.9M 2.71% +205 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 19,493 $11.9M -919 Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,486 $11.9M 4.95% -47 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,463 $11.9M 4.24% +55 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 19,382 $11.9M 1.41% new 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 19,369 $11.9M 7.77% +81 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,296 $11.8M 0.8% +2,666 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 19,290 $11.8M 5.44% +35 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,748 $11.8M 0.95% 0 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $11.8M 0.95% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,110 $11.7M 0.55% +1,097 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 18,920 $11.6M 1.36% -530 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,798 $11.6M 0.8% +419 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,894 $11.6M 1.63% -1,294 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 18,898 $11.5M 4.39% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,810 $11.5M 6.24% +147 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 328,734 $11.4M 1.05% +31,992 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 18,511 $11.3M 2.5% +3,007 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 18,425 $11.3M 0.36% +14,993 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 18,422 $11.3M 0.68% -261 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 18,418 $11.3M 0.9% +421 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,294 $11.2M 0.99% +976 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,263 $11.2M 0.16% -1,253 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,228 $11.2M 0.73% +2,072 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 18,141 $11.1M 0.88% +464 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,135 $11.1M 0.85% +235 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 18,131 $11.1M 1.46% +32 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,125 $11.1M 0.45% +2,690 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 18,102 $11.1M 3.32% -36 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,078 $11.1M 0.58% +180 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,028 $11.1M 0.37% +11,861 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 18,052 $11.1M 0.35% +854 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 18,001 $11M 0.63% +3,262 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,947 $11M 2.75% +808 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,312 $11M 1.21% +146 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 17,851 $10.9M 0.19% +9,677 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 17,806 $10.9M 1.61% +260 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 17,756 $10.9M 5.8% +6,730 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 17,754 $10.9M 0.86% +340 13F-HR Timeline