Unify Financial Advisors More: the full row for Unify Financial Advisors 30,333 $2.59M 2.39% +1,320 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 30,178 $2.58M 0.02% +521 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 30,152 $2.58M 0.07% -3,184 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 30,144 $2.58M 0.9% -1,524 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 30,133 $2.58M 0.33% -119 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 30,106 $2.57M 0.56% +2,227 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 30,072 $2.57M 0.3% +175 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 30,045 $2.57M 0.95% -78 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 29,656 $2.54M 0.08% +5,071 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 29,629 $2.53M 0.16% -2,371 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 29,528 $2.52M 0.06% +642 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 29,386 $2.51M 0.02% +12,996 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 29,230 $2.5M 2.6% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 29,013 $2.48M 0.29% -615 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 28,993 $2.48M 0.67% +7,504 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,986 $2.48M 0.67% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,984 $2.48M 0.12% +3,179 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 28,765 $2.46M 4.18% new 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 28,650 $2.45M 0.67% +3,500 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 28,326 $2.42M 0.58% +1,507 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 28,252 $2.42M 0.68% -2,858 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 28,219 $2.41M 0.01% -4,911 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 28,077 $2.4M 1.12% +368 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 27,956 $2.39M 2.26% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 27,917 $2.39M 1.73% +24,302 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 27,742 $2.37M 0.07% +6,488 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 27,693 $2.37M 1.72% +5,830 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27,592 $2.36M 0.19% +805 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,550 $2.36M 0.03% -1,736 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 27,323 $2.34M 0.06% -1,296 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Wingate Wealth Advisors, Inc. 26,113 $2.23M 0.98% +7 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 26,107 $2.23M 0.48% +1,955 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 25,965 $2.22M <0.01% -558 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 26,249 $2.22M 0.6% +206 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,804 $2.21M 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25,784 $2.2M 0.14% +110 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,755 $2.2M 0.18% 0 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Retirement Investment Advisors, Inc. 26,101 $2.19M 0.16% -142 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 25,642 $2.19M 1.02% -717 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,534 $2.18M 0.67% +150 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 25,526 $2.18M 0.05% +2,571 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 25,725 $2.18M 0.31% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 25,331 $2.17M 0.31% -755 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 25,226 $2.16M 0.06% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 25,152 $2.15M 0.77% +20,469 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 25,088 $2.14M 0.78% +114 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 24,856 $2.12M 2.85% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 24,787 $2.12M 0.01% -1,146 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27,307 $2.11M 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 24,498 $2.09M 0.02% +3,932 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 24,488 $2.09M 0.08% +10,221 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 24,468 $2.09M 0.24% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 24,371 $2.08M 0.08% -473 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,315 $2.08M 0.06% +2,218 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 24,315 $2.08M 0.52% -803 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 24,282 $2.08M 0.89% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,916 $2.04M 0.05% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,570 $2.01M 0.09% +7,067 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,439 $2M 0.06% -314 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 23,407 $2M 1.43% +8,724 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 23,336 $2M 0.5% +1,035 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,263 $1.99M 0.02% +2,414 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,949 $1.98M 0.02% +5,289 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,992 $1.97M 0.17% -4 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 22,838 $1.95M 0.22% -16 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,701 $1.94M 0.21% 0 13F-HR/A Timeline Hudock, Inc. More: the full row for Hudock, Inc. 22,673 $1.94M 0.25% +2,302 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 22,586 $1.93M 1.72% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 22,537 $1.93M 1.64% -49,053 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 22,501 $1.92M 1.05% +598 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 22,482 $1.92M 0.17% +1,569 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 22,334 $1.91M 0.41% -5,568 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 22,257 $1.9M 0.84% +1,220 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,225 $1.9M <0.01% -20,766 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,153 $1.89M 0.06% +1,308 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 22,125 $1.89M 0.34% +272 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,084 $1.89M 0.02% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,998 $1.88M 0.16% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 21,974 $1.88M 0.03% -2,931 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,939 $1.88M 0.06% -2 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 22,610 $1.86M 0.14% +16,965 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,702 $1.86M <0.01% +649 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 21,659 $1.85M 0.6% -696 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21,607 $1.85M 1.4% +98 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 21,558 $1.84M 0.88% -2,285 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,502 $1.84M 0.05% +12,457 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 21,412 $1.83M 0.03% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 21,408 $1.83M 0.31% -30 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 21,361 $1.83M 0.22% +3,907 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 21,312 $1.82M 0.75% +41 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 21,305 $1.82M 0.9% +166 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 20,645 $1.81M 0.09% +1,737 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,111 $1.8M 0.05% -1,609 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 21,073 $1.8M 0.1% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 20,961 $1.79M 1.4% +624 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,912 $1.79M 0.02% -345 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 20,809 $1.78M 0.22% +618 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 20,684 $1.77M 0.18% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 20,599 $1.76M 0.37% +2,716 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,568 $1.76M 0.02% +808 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,470 $1.75M 0.05% +4,297 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 20,414 $1.75M 0.2% +14,605 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 20,414 $1.75M 1.41% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 20,403 $1.74M 0.89% +1 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 20,228 $1.73M 0.22% +886 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 20,155 $1.72M 0.74% +4,496 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,070 $1.72M 0.06% +2,622 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,035 $1.71M 0.17% +325 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 20,033 $1.71M 1.63% -2,891 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,989 $1.71M 0.11% +6,654 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 19,972 $1.71M 0.48% +47 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 19,954 $1.71M 0.32% -3,211 13F-HR Timeline DeDora Capital, Inc. 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More: the full row for ZENITH SOLUTIONS, INC. 19,659 $1.68M 1.52% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 19,658 $1.68M 0.07% +700 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,623 $1.68M 0.02% +511 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 27,973 $1.67M 0.55% +3,010 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 19,470 $1.66M -19,470 Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 19,467 $1.66M 0.87% +40 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 19,308 $1.65M 0.01% new 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 19,308 $1.65M 0.08% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 19,175 $1.64M 0.05% +3,219 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 19,007 $1.62M 0.33% +14,632 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 19,007 $1.62M 0.25% +755 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 18,969 $1.62M 1.12% +172 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 18,928 $1.62M 0.06% +540 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 19,028 $1.61M 0.3% -25 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,788 $1.61M 0.05% -143 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 18,751 $1.6M 0.06% -527 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 18,537 $1.58M 0.08% -1,157 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 18,500 $1.58M 0.19% -1,500 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 18,496 $1.58M 1.49% -3,892 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 18,458 $1.58M 0.71% +574 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,393 $1.57M 0.06% +4,384 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 18,380 $1.57M 0.48% +2,120 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 18,369 $1.57M 0.03% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,260 $1.56M 0.49% +476 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,265 $1.55M 0.05% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 18,056 $1.54M 0.38% +6,254 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 18,045 $1.54M 0.93% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 18,000 $1.54M 0.06% 0 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,969 $1.54M 0.04% -203 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 17,843 $1.53M 0.31% -167 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 17,781 $1.52M 1.47% -18,849 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,780 $1.52M 0.06% -2,254 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,780 $1.52M 0.02% -3,692 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,631 $1.5M 0.08% -731 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 17,529 $1.5M 1.1% +138 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17,501 $1.5M 0.11% -47 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 17,465 $1.49M 0.14% +1,273 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 17,408 $1.49M 0.1% -9,225 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 17,265 $1.48M 0.28% -777 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17,206 $1.47M 0.3% -13,209 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 17,158 $1.47M 0.22% -1,373 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,150 $1.47M 0.55% -805 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 17,338 $1.47M 0.33% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,128 $1.46M 0.51% +1,492 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 17,128 $1.46M 0.95% -71 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 17,095 $1.46M 0.87% +187 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17,079 $1.46M 0.11% -343 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 17,049 $1.46M 0.71% +10,716 13F-HR Timeline DiPaolo Financial Group, Inc. 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