Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,541 $701K +45 Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,532 $700K 0.32% -374 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 6,186 $697K 0.29% -3,612 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,487 $695K 0.15% +123 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,422 $688K 0.2% -213 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,409 $687K 0.25% -63 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,400 $686K 0.08% -7,715 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,240 $685K 0.27% -382 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,340 $679K 0.13% +12 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,323 $677K 0.03% -546 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,307 $676K 0.03% -2,424 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,268 $671K 0.46% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,243 $669K <0.01% +14 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,228 $667K 0.35% -9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,110 $655K 0.06% -1,152 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,060 $649K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,046 $648K 0.07% +1,652 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,039 $647K 0.02% -193 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,935 $646K 0.03% -1,995 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,953 $638K 0.54% +720 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,880 $630K 0.13% +130 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,835 $625K 0.02% -140 13F-HR/A Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,824 $624K 0.13% -1,155 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,784 $620K 0.03% +3,232 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,783 $620K 0.17% +50 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 5,688 $609K 0.22% -1,394 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,680 $608K 0.01% -53 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,645 $605K 0.01% +4,354 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,607 $601K 0.01% -30 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,569 $597K 0.33% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,559 $596K 0.01% -297 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,532 $593K 0.33% +133 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 5,526 $592K 0.21% -565 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,438 $583K 0.03% +9 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,421 $581K 0.18% -1,286 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,420 $581K 0.03% +1,279 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,416 $580K 0.05% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,410 $579K 0.21% +1,472 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,394 $578K 0.01% +379 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,373 $576K 0.1% +454 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 5,367 $575K 0.52% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,316 $570K 0.08% +530 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,313 $569K 0.01% -2,434 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,302 $568K 0.04% -4,649 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 5,283 $566K 0.05% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,277 $565K 0.19% +25 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,139 $563K 0.04% +1,663 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,241 $561K 0.13% -216 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,227 $560K 0.02% -128 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,200 $557K 0.04% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,189 $556K <0.01% +43 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,182 $555K 0.08% +1,840 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,177 $555K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,165 $553K 0.02% -1,391 13F-HR Timeline Group Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,106 $551K 0.6% +854 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,910 $544K 0.13% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,030 $539K 0.31% -3,821 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $536K 0.12% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,977 $533K 0.02% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,961 $531K <0.01% +2 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,945 $530K 0.02% -1,646 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,934 $529K 0.03% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,931 $528K 0.45% -225 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,925 $528K <0.01% -67 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,246 $521K 0.06% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,815 $521K 0.07% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,855 $520K 0.13% +12 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,773 $517K 0.12% +1,166 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,784 $513K 0.4% +459 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,755 $509K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,752 $509K 0.01% -9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,733 $507K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,716 $505K 0.01% +94 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,709 $504K 0.11% -49 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,638 $497K 0.02% -2,950 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,637 $497K 0.25% -154 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,623 $495K 0.02% +144 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,611 $494K new Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,595 $492K <0.01% -134 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,540 $486K 0.03% +1 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,536 $486K 0.05% +12 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,535 $486K 0.04% +580 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 4,524 $485K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,490 $481K 0.06% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,454 $477K 0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,451 $477K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,444 $476K 0.14% -16 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 4,431 $475K 0.46% 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,428 $474K 0.07% 0 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 4,390 $470K 0.43% +767 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,370 $468K 0.03% +2,100 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,356 $467K 0.09% +171 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 4,284 $459K 0.39% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,282 $459K 0.01% +847 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,105 $458K 0.11% +182 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,255 $456K 0.04% -22,862 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 4,255 $456K 0.13% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,249 $455K <0.01% +491 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,246 $455K 0.06% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,225 $453K 0.19% -110 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,218 $452K 0.02% -319 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,211 $451K 0.1% -135 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,147 $444K 0.03% +61 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,138 $443K 0.01% -8,648 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 4,101 $439K 0.93% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,057 $435K 0.18% +948 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,047 $434K 0.01% +1,011 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $429K 0.08% 0 13F-HR/A Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,995 $428K 0.01% +3 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,994 $428K <0.01% +1,320 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,846 $427K 0.01% -252 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,968 $425K 0.01% -141 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,966 $425K 0.06% -590 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,925 $421K <0.01% -114 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,918 $420K 0.01% +67 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,910 $419K 0.07% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,905 $418K 0.09% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,880 $416K 0.17% -600 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,856 $413K 0.01% -1,662 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 3,848 $412K <0.01% new 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,847 $412K <0.01% -526 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,844 $412K 0.04% +210 13F-HR/A Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,813 $408K 0.09% -214 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,811 $408K 0.32% -1,403 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,800 $407K 0.03% -11,086 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,800 $407K 0.22% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,492 $407K 0.33% -300 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,790 $406K 0.27% -954 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,786 $406K 0.01% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,756 $402K 0.03% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,745 $401K 0.07% -23 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,713 $398K 0.01% -1,329 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,701 $397K 0.02% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,690 $395K 0.3% +87 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,655 $392K 0.02% -699 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,653 $391K 0.11% -45 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,651 $391K 0.04% -129 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,634 $389K <0.01% -3,184 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,610 $387K 0.05% +73 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,601 $386K 0.33% -805 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,597 $385K 0.01% -51,409 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,568 $382K 0.07% -3,986 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,539 $379K 0.03% -1,049 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,500 $375K 0.08% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,497 $375K 0.02% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,478 $373K 0.09% +358 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,452 $370K 0.01% +26 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,444 $369K <0.01% -35 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,428 $367K 0.05% -197 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,413 $366K 0.07% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,409 $365K 0.18% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,400 $364K 0.01% -622 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,397 $364K 0.03% -174 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,370 $361K 0.04% -4,714 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,348 $359K 0.16% -97 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3,332 $357K 0.29% -134 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,323 $356K 0.01% -24,880 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,318 $355K 0.05% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,313 $355K <0.01% -223 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,307 $354K 0.06% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,257 $349K 0.26% -494 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,257 $349K 0.01% +600 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,255 $349K 0.05% -245 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 3,254 $349K 0.27% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,226 $346K 0.02% +2 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,224 $345K 0.12% +73 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,223 $345K 0.06% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,186 $341K 0.05% -1,980 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,172 $340K 0.1% -18 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,162 $339K 0.2% -2,005 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,087 $331K 0.18% +41 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,077 $330K 0.06% +132 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,059 $328K 0.08% -1,100 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,056 $327K 0.02% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,053 $327K 0.02% -24,336 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,031 $325K 0.11% +27 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,017 $323K <0.01% -197 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,013 $323K 0.05% -527 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,979 $319K 0.15% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,977 $319K 0.01% -256 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,975 $319K 0.45% -200 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,967 $318K 0.26% -182 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,956 $317K 0.04% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,936 $315K 0.07% +535 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,924 $313K 0.02% 0 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,916 $312K 0.01% -377 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,883 $309K 0.28% -230 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,858 $306K <0.01% -219 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,856 $306K 0.04% +1 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,854 $306K 0.04% +660 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,704 $302K 0.18% +79 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,811 $301K 0.02% 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,795 $299K 0.03% +60 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,671 $298K 0.14% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,770 $297K 0.02% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,768 $297K <0.01% 0 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,766 $296K <0.01% new 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,759 $296K 0.22% -253 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,730 $292K 0.07% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,713 $291K 0.03% 0 13F-HR Timeline