LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,334 $345K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,334 $345K 0.15% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,038 $345K <0.01% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,317 $344K 0.1% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,311 $343K 0.21% -266 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,307 $343K 0.02% 0 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 4,303 $343K 0.08% -298 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,300 $342K 0.15% +12 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,296 $342K 0.04% -25 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,294 $342K 0.11% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,294 $342K 0.05% +688 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,191 $342K 0.15% -455 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,288 $341K 0.05% +10 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,279 $341K 0.04% +3 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,277 $340K 0.08% -1,474 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,270 $340K 0.09% -645 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 4,265 $340K 0.15% +1,218 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,265 $340K 0.09% -665 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 4,264 $339K 0.08% +21 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,254 $339K 0.1% +14 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,249 $338K 0.14% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,247 $338K 0.04% -60 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,225 $336K 0.07% +1,179 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,224 $336K 0.09% -205 13F-HR Timeline American Trust More: the full row for American Trust 4,223 $336K 0.03% -130 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,217 $336K 0.04% +49 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,209 $335K 0.01% -544 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,203 $335K 0.08% -12 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,202 $335K 0.03% +851 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,201 $334K 0.02% -132 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,192 $334K 0.15% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,192 $334K 0.08% +9 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,176 $332K 0.04% 0 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 4,175 $332K 0.2% +248 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,171 $332K 0.06% +2 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,169 $332K <0.01% -525 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,162 $331K 0.07% +256 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,159 $331K 0.25% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,157 $331K 0.06% 0 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 4,155 $331K 0.01% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,152 $331K 0.1% +149 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,150 $330K 0.04% -662 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 4,150 $330K 0.05% +113 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,140 $330K 0.22% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,131 $329K 0.16% +1 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,123 $328K 0.24% +111 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,118 $328K 0.3% +111 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,117 $328K 0.21% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,110 $327K 0.07% +382 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,100 $326K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,100 $326K 0.17% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,094 $326K 0.04% -6 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,078 $325K 0.29% -22,434 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,076 $324K 0.02% +46 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,057 $323K 0.02% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,057 $323K 0.09% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,052 $323K 0.02% +2,797 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,050 $322K 0.29% -89 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,048 $322K 0.03% -133 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,048 $322K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,047 $322K 0.19% -200 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,044 $322K 0.03% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,040 $322K 0.23% +131 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,035 $321K 0.06% -785 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,031 $321K 0.07% -3 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,028 $321K 0.05% -67 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,026 $321K 0.02% -695 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,024 $320K 0.07% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,020 $320K 0.02% +122 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,030 $320K 0.23% 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $320K 0.01% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,013 $319K 0.04% +161 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,012 $319K 0.02% +278 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,004 $319K 0.17% +255 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $318K 0.04% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,000 $318K 0.17% -1,500 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $318K 0.15% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,997 $318K 0.09% +42 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,697 $318K 0.04% +97 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,993 $318K 0.02% +2,656 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,990 $318K 0.04% +199 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,985 $317K 0.02% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,979 $317K 0.12% +1,153 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,978 $317K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,971 $316K 0.2% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,970 $316K 0.28% +950 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,964 $316K 0.17% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,959 $315K 0.04% +20 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,955 $315K 0.03% -213 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,950 $314K 0.14% +116 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,944 $314K 0.02% +3,522 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,936 $313K 0.04% -26 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $313K 0.18% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,932 $313K 0.26% +71 13F-HR/A Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,932 $313K 0.03% -10 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,927 $313K 0.15% -1,430 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,920 $312K 0.12% -114 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,900 $310K 0.06% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,898 $310K 0.07% +5 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,896 $310K 0.2% -687 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,891 $310K 0.02% -21 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,882 $309K 0.07% -272 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,876 $309K 0.08% -103 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,872 $308K 0.32% +3 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,866 $308K 0.19% +105 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,853 $307K 0.03% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,853 $307K 0.2% -35 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 3,851 $307K 0.16% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,851 $307K 0.09% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,847 $306K 0.01% -953 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,841 $306K 0.25% -29 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,841 $306K 0.2% -1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,837 $305K 0.04% -12 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,835 $305K 0.14% +3 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,834 $305K 0.22% +2 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,818 $304K 0.08% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,808 $303K 0.04% -4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,703 $303K 0.21% -1,079 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,800 $303K 0.14% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,799 $302K 0.04% -183 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,785 $301K 0.21% -396 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 3,772 $300K 0.1% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $300K 0.13% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,762 $300K 0.15% -54 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,760 $299K 0.1% -1,532 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,757 $299K 0.09% +1 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 3,751 $299K 0.14% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,748 $298K 0.06% +276 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,743 $298K 0.04% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,739 $298K 0.1% +9 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,736 $297K 0.03% -2,156 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,736 $297K 0.04% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,726 $297K 0.2% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,723 $296K 0.16% -310 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,719 $296K 0.08% -37 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,718 $296K 0.25% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,705 $295K 0.07% +20 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,700 $295K 0.28% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,696 $294K 0.21% -1,033 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,889 $294K 0.1% +393 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,695 $294K 0.04% +15 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,695 $294K 0.19% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,689 $294K 0.06% -5,210 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,689 $294K 0.03% -4,437 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,685 $293K 0.05% +17 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,682 $293K 0.01% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,675 $293K 0.1% -1,383 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,663 $292K 0.09% -294 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,660 $291K 0.23% -12 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,647 $290K 0.08% +2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,637 $290K 0.02% -748 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,635 $289K 0.02% +156 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,629 $289K 0.14% -40 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,626 $289K 0.16% -71 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,625 $289K 0.12% -2,251 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,624 $288K 0.1% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,616 $288K 0.09% +53 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,611 $288K 0.19% +326 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,605 $287K 0.02% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,601 $287K 0.02% -675 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,600 $287K 0.15% -1,593 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,569 $286K 0.02% +516 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,580 $285K 0.15% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,579 $285K 0.06% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,577 $285K <0.01% -47,051 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,564 $284K 0.17% +353 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,560 $283K 0.02% +1,149 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,558 $283K 0.02% +143 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,557 $283K +55 Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,543 $282K 0.32% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,548 $282K 0.02% +125 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,527 $281K 0.01% +242 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,526 $281K 0.06% +21 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,523 $280K 0.03% +62 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,514 $280K 0.03% +112 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,513 $280K 0.1% +3 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,500 $279K <0.01% +800 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 3,500 $279K 0.1% -52 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,500 $279K 0.12% 0 13F-HR/A Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,499 $279K 0.04% -602 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,498 $278K 0.04% +20 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,496 $278K 0.08% -226 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 3,492 $278K <0.01% new 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,491 $278K 0.07% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,483 $277K 0.07% -720 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,482 $277K 0.04% +12 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,477 $277K 0.02% -153 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,475 $277K 0.02% -717 13F-HR/A Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,473 $276K 0.13% -35 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,472 $276K 0.03% +431 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,468 $276K 0.04% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,470 $276K 0.01% +1 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,456 $275K 0.05% -352 13F-HR/A Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 3,453 $275K 0.27% +164 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 3,450 $275K 0.12% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,377 $274K 0.02% +710 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,439 $274K 0.36% +13 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,436 $274K 0.01% -30 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,430 $273K 0.12% -95 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,429 $273K 0.19% +213 13F-HR Timeline