Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 12,624 $1.68M 0.24% -340 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 12,587 $1.67M 0.37% -150 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,577 $1.67M 0.13% +975 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,570 $1.67M 0.11% -3,950 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,491 $1.66M 0.3% +293 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 12,457 $1.66M 0.28% +1,438 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 12,430 $1.65M 0.02% +4,490 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 12,429 $1.65M 0.44% +825 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 12,410 $1.65M 0.34% -54 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 12,388 $1.65M 0.26% +2,630 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 12,380 $1.65M 0.03% +28 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 12,352 $1.64M 1.5% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,340 $1.64M 0.14% -251 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 12,213 $1.62M 0.62% -62 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,189 $1.62M 0.36% +3,721 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 12,154 $1.62M 0.64% -101 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 12,152 $1.62M 0.48% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 12,086 $1.61M 0.51% -910 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 12,018 $1.6M 0.58% -374 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,989 $1.59M 0.57% +8 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,982 $1.59M 0.02% -12,542 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 11,945 $1.59M 1.84% -3,610 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 11,943 $1.59M 1.17% 0 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 11,900 $1.58M 1.67% +282 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 12,222 $1.58M 0.06% 0 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 11,881 $1.58M 0.86% -12,373 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,846 $1.57M 0.03% new 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 11,804 $1.57M 0.14% -1,010 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 11,801 $1.57M <0.01% -2 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,798 $1.57M 0.02% +1,924 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 11,790 $1.57M 1.52% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 11,777 $1.57M 0.35% -33 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 11,774 $1.56M 0.31% -1,258 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 11,749 $1.56M 1.25% -555 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 11,736 $1.56M 0.1% +188 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,698 $1.55M 0.24% +35 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,678 $1.55M 0.37% +480 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,672 $1.55M 0.23% +128 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 11,665 $1.55M 1.34% +100 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,637 $1.55M 0.2% +1,625 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 11,592 $1.54M 1.55% -370 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,553 $1.54M 0.06% +2,723 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,546 $1.53M 0.3% +2,621 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,542 $1.53M 0.02% +5,197 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 11,540 $1.53M 1.48% -259 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,493 $1.53M 0.11% -745 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 11,488 $1.53M 0.42% +1,025 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,202 $1.52M 0.19% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,454 $1.52M 0.13% -99 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,423 $1.52M 0.05% -83 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 11,415 $1.52M 0.68% -1,984 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 11,351 $1.51M 0.22% -589 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 9,476 $1.51M 0.45% -1,726 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 11,321 $1.5M 0.06% -5,048 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 11,045 $1.5M 0.81% -7,456 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11,297 $1.5M 0.5% -327 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 11,278 $1.5M 0.73% +8,821 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 11,272 $1.5M 0.11% -12 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 11,218 $1.49M 0.22% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 11,203 $1.49M 0.25% -3,313 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,192 $1.49M 0.24% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,178 $1.49M 0.1% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 11,049 $1.47M 0.27% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 11,040 $1.47M 0.42% +21 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 11,023 $1.46M 0.6% -2,800 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 10,988 $1.46M 0.15% -658 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,986 $1.46M 0.28% -52 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 10,964 $1.46M 0.37% -872 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 10,951 $1.46M 0.81% -843 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,948 $1.45M 0.07% +1,482 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,936 $1.45M 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,926 $1.45M 0.1% -770 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,913 $1.45M 0.16% -1,110 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,860 $1.44M 0.52% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,847 $1.44M 0.34% +43 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,833 $1.44M 0.1% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 10,807 $1.44M 0.01% +7,101 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,794 $1.43M 0.76% -13 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,848 $1.43M 0.42% +12 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,747 $1.43M 0.09% -1,526 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,729 $1.43M 0.09% +319 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,718 $1.42M 0.42% -210 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 10,716 $1.42M +5,719 Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,695 $1.42M 0.94% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,695 $1.42M 0.14% +12 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,678 $1.42M 0.04% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 10,594 $1.41M 0.67% -86 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,569 $1.4M 0.06% +439 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,700 $1.4M 0.47% -250 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,494 $1.39M 0.19% -2,750 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,937 $1.39M 0.03% +286 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,482 $1.39M 0.89% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,431 $1.39M 0.24% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,431 $1.39M 0.04% +5,331 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,419 $1.38M 0.03% +223 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 10,404 $1.38M 0.22% -294 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,380 $1.38M 0.03% -1,315 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 10,353 $1.38M 1.06% +2,095 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,347 $1.38M 0.03% -386 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,341 $1.37M 0.07% -156 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,285 $1.37M 0.11% -667 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,528 $1.37M 0.63% +180 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,278 $1.37M 0.21% +25 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,204 $1.36M 0.54% +3,595 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,183 $1.35M 0.28% +143 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,154 $1.35M 0.32% -90 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,125 $1.35M 0.1% -1,605 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,122 $1.35M <0.01% -700 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,120 $1.34M 0.28% +2 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 10,077 $1.34M 0.96% +1,001 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,048 $1.34M 0.07% -10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,028 $1.33M 0.04% +2,032 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 9,992 $1.33M 10.42% +1,361 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 9,992 $1.33M 0.93% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,981 $1.33M 0.1% -947 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,951 $1.32M 0.47% +1,361 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,909 $1.32M 0.02% -743 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 9,880 $1.31M <0.01% -8,790 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,880 $1.31M 0.07% +7,340 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,825 $1.31M 0.03% +525 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,802 $1.3M 0.14% +4,902 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 9,783 $1.3M 0.84% -252 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,767 $1.3M 0.01% +171 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,759 $1.3M 0.07% +558 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,755 $1.3M 0.27% -871 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,706 $1.29M 0.03% +314 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,667 $1.28M 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,667 $1.28M 0.18% -594 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,652 $1.28M 0.52% +12 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 9,609 $1.28M 0.15% -962 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,590 $1.27M 0.35% +3,129 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,590 $1.27M 0.13% +3 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,588 $1.27M <0.01% -11,775 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 9,532 $1.27M 1.09% +223 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,531 $1.27M 0.21% +1,649 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,523 $1.27M 0.03% -379 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 9,521 $1.27M 0.92% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,490 $1.26M 0.29% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 9,482 $1.26M 0.02% 0 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,208 $1.26M 0.14% +1,781 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,476 $1.26M 0.16% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,468 $1.26M 0.16% -1,067 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,437 $1.25M 0.16% -1,989 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 9,431 $1.25M 0.89% +3,733 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 9,377 $1.25M new Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 9,341 $1.24M 1.36% -821 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 9,297 $1.24M 0.12% +30 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,284 $1.23M 0.56% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 9,257 $1.23M 0.41% +2,400 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,233 $1.23M 0.28% -628 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,225 $1.23M 0.79% -265 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 9,200 $1.22M 0.3% -38 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,182 $1.22M 0.27% -370 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,163 $1.22M 0.1% -9 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,143 $1.22M 0.17% -1,144 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,117 $1.21M 0.29% -734 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,100 $1.21M 0.56% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 9,078 $1.21M 0.14% +9 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 9,035 $1.2M 1.11% +99 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,020 $1.2M 0.62% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,975 $1.19M 0.08% +36 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,488 $1.19M 0.08% +1 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,962 $1.19M 0.2% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 8,940 $1.19M <0.01% +246 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 8,931 $1.19M 0.72% +435 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,852 $1.18M 0.2% -1,491 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 8,836 $1.17M 0.97% +558 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,834 $1.17M 0.26% +28 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 8,816 $1.17M 0.59% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,808 $1.17M 0.02% -336 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,800 $1.17M 0.75% -771 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 8,775 $1.17M 0.13% -6,079 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,773 $1.17M 0.06% -193 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,760 $1.16M 0.11% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,756 $1.16M 0.06% +4,310 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,747 $1.16M <0.01% +529 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,721 $1.16M 0.48% -673 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,702 $1.16M 0.39% -109 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8,690 $1.15M 0.67% +8,400 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,688 $1.15M 0.66% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,687 $1.15M 0.24% +119 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 8,680 $1.15M 1.19% +526 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,670 $1.15M 0.83% -100 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 8,646 $1.15M 1.03% +2,789 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 8,638 $1.15M 0.24% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,624 $1.15M 0.08% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,618 $1.15M 0.04% -1,124 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 8,610 $1.14M 0.65% +275 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,602 $1.14M 0.05% +39 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,600 $1.14M 1.12% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 8,585 $1.14M 0.32% -72 13F-HR Timeline FAS Wealth Partners, Inc. 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