Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 35,403 $1.78M -3,609 Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 35,513 $1.77M 0.97% -1,428 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,443 $1.77M 0.08% -1,332 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 35,353 $1.77M 0.45% -1,479 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 35,179 $1.76M 0.25% -844 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 34,783 $1.74M 0.22% +4,086 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 34,697 $1.73M 0.2% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,614 $1.73M 0.41% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 34,477 $1.72M 0.02% +865 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 34,228 $1.71M 1.18% -7,815 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 34,207 $1.71M 0.44% +988 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,006 $1.7M 0.06% +1,688 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 33,178 $1.66M 0.6% +4,772 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32,963 $1.65M 0.1% -378 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 32,684 $1.63M 0.06% +22,514 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,627 $1.63M 0.11% +19,704 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 32,495 $1.62M 0.01% +430 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 32,450 $1.62M 0.56% -1,928 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32,302 $1.61M 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,090 $1.6M 0.04% +8,857 13F-HR/A Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 31,925 $1.59M 1.79% -5,991 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 31,533 $1.58M 0.16% +3,580 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 31,225 $1.56M 0.05% -8,418 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 31,049 $1.56M 0.11% +22,619 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31,042 $1.55M 0.35% +3,395 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,983 $1.55M 0.03% +15,388 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30,975 $1.54M 1.21% +8,886 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 30,890 $1.54M 0.07% -5,117 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 31,555 $1.54M 0.37% +8,184 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 30,600 $1.53M 5.77% -17,500 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30,417 $1.52M 0.51% +162 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 29,716 $1.48M 0.6% +923 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 29,494 $1.47M 0.38% -489 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 29,058 $1.45M 1.08% -5,777 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 28,816 $1.44M 0.54% -510 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 28,517 $1.42M 0.02% +53 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28,450 $1.42M 0.14% +840 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 28,164 $1.41M 0.68% +2,460 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 27,967 $1.4M 1.19% +2,794 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 27,811 $1.39M 1.06% -2,058 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 27,785 $1.39M 1.45% +576 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 27,672 $1.38M 0.16% +14,980 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 27,688 $1.38M 1.37% -884 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 27,235 $1.36M 0.82% +2,977 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 27,220 $1.36M 0.19% +22,092 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 27,066 $1.35M 0.02% +143 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,862 $1.34M 0.03% -450 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,749 $1.34M 0.02% +7,606 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 26,550 $1.33M -580 Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 26,489 $1.32M 0.64% +17,420 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 26,204 $1.31M 0.94% -217 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 25,864 $1.29M 0.48% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 25,488 $1.27M 0.18% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 25,257 $1.26M 0.14% +2,003 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 25,159 $1.26M 0.05% -9,739 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 25,023 $1.25M 0.98% +7,370 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 24,707 $1.24M 0.13% +3,781 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 24,488 $1.22M 0.54% +5,720 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,434 $1.22M 0.01% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 24,285 $1.21M 0.04% -13,813 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/ 24,243 $1.21M <0.01% -1,111 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 24,178 $1.21M 0.46% -2,260 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 24,022 $1.2M 0.01% +9,853 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 24,005 $1.2M 0.02% +10,672 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 23,832 $1.19M 0.2% +295 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 23,630 $1.18M 0.83% -123 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 23,355 $1.17M 0.37% -176 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 23,348 $1.17M 0.01% +573 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 23,343 $1.17M 0.81% +2,032 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 23,295 $1.16M 0.35% +1,498 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 23,191 $1.16M 0.64% +711 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 23,068 $1.15M 0.28% +3,000 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 22,914 $1.14M 0.54% +3,225 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 22,548 $1.13M 0.76% +3,381 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 22,494 $1.12M 0.39% -263 13F-HR/A Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 22,451 $1.12M 0.45% +2,760 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,332 $1.12M 0.02% +23 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 22,228 $1.11M 0.16% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 22,184 $1.11M 0.07% -6,916 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 22,164 $1.11M <0.01% +12,090 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 22,140 $1.11M 0.46% +2,041 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 22,092 $1.1M 0.73% -355 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 21,981 $1.1M 0.36% +2,413 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 21,731 $1.09M 0.32% -176 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 21,602 $1.08M 0.51% -1,800 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,594 $1.08M 0.06% -10,083 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,556 $1.08M <0.01% +926 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 21,555 $1.08M 0.24% +1,279 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,505 $1.07M 0.06% -42,594 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 21,433 $1.07M 0.15% +2,615 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21,385 $1.07M 0.09% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 21,341 $1.07M 0.03% +3,313 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 21,155 $1.06M 0.18% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 20,932 $1.05M 0.07% +1,772 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 20,901 $1.04M 0.27% +1,943 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,850 $1.04M 0.01% +6,489 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,727 $1.04M 0.02% +3,877 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 20,533 $1.03M 0.47% new 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 20,482 $1.02M 0.85% -406 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 20,467 $1.02M 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 20,440 $1.02M 0.05% +11,142 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 20,335 $1.02M 0.42% +3,979 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 20,314 $1.01M 0.36% -8,194 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 19,987 $1M 0.46% +14,462 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 20,023 $1M 0.3% +50 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 20,001 $999K 0.85% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,809 $989K <0.01% +2,826 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 19,727 $985K 0.15% -492 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,626 $980K 0.08% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 19,361 $967K 0.26% +1,923 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,360 $967K 0.09% +75 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 19,345 $966K 0.07% +1,818 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19,279 $963K 0.05% -2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 18,985 $957K 0.09% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,116 $955K 0.03% +298 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 18,975 $948K 0.05% +3,857 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 18,973 $948K 0.21% -9,693 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 18,872 $942K <0.01% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 18,304 $918K 0.67% -51,313 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 18,287 $913K 0.16% -453 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 18,042 $901K 0.03% -4 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 17,890 $894K 0.06% +12,112 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,818 $890K 0.03% -1,214 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,778 $888K 0.03% +557 13F-HR/A Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 17,554 $884K 0.46% -10,526 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 17,623 $880K 0.19% +13,369 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 17,452 $872K 0.22% +1,156 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,415 $870K 0.04% +1,520 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 17,390 $869K 0.29% +200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,284 $863K 0.02% -648 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 17,187 $858K 0.4% +1,015 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 17,116 $855K 0.13% +1,618 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 17,097 $854K 0.53% -795 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 17,004 $849K 0.76% -105 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,773 $838K 0.06% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,734 $836K 0.12% -865 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,654 $832K 0.44% -37 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,639 $831K <0.01% +5,097 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 16,207 $810K 0.72% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,153 $807K 0.11% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 15,930 $796K 0.43% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,923 $795K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 15,900 $794K 0.35% +6,060 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,829 $791K 0.03% -31 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 15,793 $789K 0.24% -417,977 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 15,784 $788K 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,778 $788K 0.03% +3,023 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 15,507 $775K 0.67% +7,056 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 15,505 $774K 0.38% -257 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 15,426 $771K 0.17% +3,649 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 15,250 $762K <0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,250 $762K 0.03% -390 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,224 $760K 0.06% -2,129 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,181 $758K 0.01% -7,099 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 15,000 $749K -319,501 Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 14,990 $749K 0.07% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 14,948 $747K 0.03% +410 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 14,804 $739K 0.11% -11,054 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 14,573 $728K 0.19% -1,895 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,088 $704K 0.06% +2,082 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 14,021 $700K 0.36% +2,316 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 14,000 $699K 0.01% +5,000 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 14,000 $699K 0.18% 0 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 13,990 $699K 0.15% +992 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 13,990 $699K 0.13% +992 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,731 $686K 0.16% -6,751 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,678 $683K <0.01% +998 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,303 $664K 0.04% +7,256 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,961 $647K 0.07% +3,315 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,816 $640K 0.02% -512 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,713 $635K 0.23% -60 13F-HR/A Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 12,700 $634K 0.37% -176 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,668 $633K 0.02% +3,536 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,518 $625K 0.29% -336 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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