Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 21,078 $1.64M 1.04% +3,678 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 20,620 $1.6M 1.66% 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 20,608 $1.6M 0.38% -3,774 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 20,595 $1.6M 0.02% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 20,565 $1.6M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 20,472 $1.59M <0.01% -425 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,086 $1.56M 0.12% -26,278 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,080 $1.56M 0.05% +1,525 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 20,063 $1.56M 0.25% -511 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 20,045 $1.56M 0.01% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 20,000 $1.55M 0.2% -6,000 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 19,686 $1.53M 0.06% +2,954 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,679 $1.53M <0.01% +667 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 19,597 $1.52M 1.05% 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 19,323 $1.5M 1.52% -4,334 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 19,270 $1.5M 1.42% +59 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 19,124 $1.49M 0.32% +4,960 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,093 $1.48M 0.1% -9,452 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,083 $1.48M <0.01% +9,374 13F-HR/A Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 18,884 $1.47M 0.44% -25 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,704 $1.45M 0.01% +3,360 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,629 $1.45M 0.14% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 18,465 $1.43M 0.99% -184 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,462 $1.43M 0.03% -232 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,298 $1.42M 0.05% +5,722 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 18,298 $1.42M 0.08% -1,011 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,228 $1.42M 0.08% +2,732 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,999 $1.4M 0.01% 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,904 $1.39M 0.15% -45,196 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 16,487 $1.38M 0.21% -9,326 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,646 $1.37M 0.03% -1,578 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,638 $1.37M 0.06% +5,084 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 17,592 $1.37M 0.02% +5,431 13F-HR/A Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 17,532 $1.36M 0.67% +600 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 17,403 $1.35M 0.62% -2,989 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,195 $1.34M 0.15% -858 13F-HR Timeline Trust Co More: the full row for Trust Co 17,164 $1.33M 0.13% -498 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 17,148 $1.33M 0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 17,118 $1.33M 0.06% +6,601 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 17,092 $1.33M 1.26% 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 17,035 $1.32M 0.34% +3,307 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 16,982 $1.32M 0.02% +40 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 16,969 $1.32M <0.01% +10,166 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 16,965 $1.32M 0.04% +16,964 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 16,888 $1.31M 0.04% -93,112 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 16,749 $1.3M 0.87% -186 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,703 $1.3M 0.02% +9,971 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,703 $1.3M 0.06% -713 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,565 $1.29M 0.01% +277 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,475 $1.28M 0.05% +1,747 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,457 $1.28M 0.02% +4,207 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,423 $1.28M 0.01% +6,420 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,395 $1.27M 0.03% +6,475 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 16,311 $1.27M 0.94% -1,463 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,294 $1.27M 0.49% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 16,199 $1.26M 0.03% -7,137 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,980 $1.24M +4,842 Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 15,779 $1.23M 0.32% +109 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 15,750 $1.22M 0.49% +4,279 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,730 $1.22M 0.18% +2,052 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15,708 $1.22M 0.3% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 15,681 $1.22M 0.61% -424 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 15,567 $1.21M 0.48% +9,095 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,450 $1.2M 0.87% +538 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,420 $1.2M 0.02% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 15,380 $1.19M 0.16% -25 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 15,373 $1.19M 1.31% 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 15,368 $1.19M 0.88% -151 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15,366 $1.19M 0.23% -230 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,360 $1.19M 0.06% -116 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,309 $1.19M 0.07% -1,646 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15,235 $1.18M 0.12% -551 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 15,000 $1.17M 0.08% 13F-HR/A Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15,068 $1.17M 1.05% -130 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,065 $1.17M 0.01% +2,784 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,046 $1.17M 0.02% -183 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,182 $1.16M 0.04% +311 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 14,930 $1.16M 0.03% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,913 $1.16M 0.06% +3,383 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 14,906 $1.16M 0.24% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 14,866 $1.15M 0.29% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,860 $1.15M 0.05% -498 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 14,849 $1.15M 1.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,776 $1.15M 0.01% +4,400 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,658 $1.14M 0.11% -1,879 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,657 $1.14M 0.08% -4,373 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 14,578 $1.13M 0.5% -151 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 14,396 $1.12M <0.01% -592 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 14,350 $1.11M 0.11% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,311 $1.11M 0.01% -54 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 14,283 $1.11M 0.01% -3,114 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,236 $1.11M 0.19% +1 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 14,202 $1.1M 0.23% +8,239 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 14,185 $1.1M 0.7% +1,778 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,144 $1.1M 0.21% -37 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,080 $1.09M 0.02% +618 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,065 $1.09M 0.08% +67 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,053 $1.09M 0.05% +1,892 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,807 $1.07M 0.01% +8,086 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,750 $1.07M 0.16% +610 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,747 $1.07M 0.02% -2,385 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 13,610 $1.06M 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,590 $1.06M 0.01% -11,358 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 13,483 $1.05M 0.68% -5,788 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 13,452 $1.04M 1.06% +8 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,763 $1.04M -164 Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,427 $1.04M 0.25% -622 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 13,383 $1.04M 0.15% -103 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 13,356 $1.04M 0.36% -32,618 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 13,328 $1.04M 0.07% -27 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,226 $1.03M 0.06% +1,081 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,206 $1.03M 0.02% +801 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,187 $1.02M 0.38% +2,472 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 12,943 $1.02M 0.81% -309 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,985 $1.01M 0.05% +977 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 12,911 $1M 0.24% -84 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,909 $1M 0.02% +3,926 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 12,900 $1M +11,441 Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 12,792 $994K 0.2% +2,083 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 12,732 $989K 0.31% +508 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 12,669 $984K 0.78% 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 12,664 $984K 0.27% +915 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,640 $982K 0.04% +16 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,612 $980K 0.01% -2,100 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,549 $975K 0.3% -67 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,498 $971K 0.19% +272 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,478 $970K 0.04% +2,548 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 12,480 $969K <0.01% -14,089 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,113 $966K 0.2% +6,197 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,489 $965K 0.01% -2,792,279 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 12,373 $961K 0.18% +2,370 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 12,230 $950K 0.39% +7 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 12,225 $950K 0.21% +1,570 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 12,130 $942K 0.83% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,124 $942K 0.19% +964 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,108 $941K 0.01% -775 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,002 $932K 0.08% +1,818 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 11,979 $931K 0.34% +236 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 11,905 $925K 0.02% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 11,765 $914K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,705 $909K 0.03% -183 13F-HR/A Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,696 $909K 0.35% +176 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,692 $908K 0.02% -359 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,662 $906K 0.1% 0 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 11,560 $898K 0.06% -25,030 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,539 $896K 0.21% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,801 $890K 0.08% -391 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 11,372 $883K 0.29% +1,098 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 11,370 $883K 0.65% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,361 $883K 0.04% +2,369 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10,486 $876K 0.15% +7,096 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,599 $874K 0.7% +701 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,216 $871K 0.06% +266 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 11,202 $870K 0.15% +1,464 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11,187 $869K 0.28% -718 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 11,182 $869K 0.05% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,178 $868K 0.1% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 11,115 $863K 0.34% -1,744 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,111 $863K 0.04% -278 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,067 $860K 0.01% -84 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,059 $859K 0.03% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,053 $859K 0.22% +3 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 10,817 $840K 0.9% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,810 $840K 0.19% 0 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 10,700 $838K 0.83% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 10,655 $828K 0.27% +185 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,615 $825K 0.08% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,559 $820K <0.01% -5,611 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,487 $815K 0.07% -1,439 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,480 $814K 0.26% -72 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 10,456 $812K 0.78% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,291 $799K 0.01% -4 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,243 $796K <0.01% -1,170 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,230 $795K 0.07% -318 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,158 $789K 0.04% +282 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 10,152 $789K <0.01% new 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 10,129 $787K 0.46% +4,056 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,109 $785K 0.03% +6,621 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,106 $785K 0.84% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,077 $783K <0.01% -696 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,050 $781K 0.06% -91 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 9,905 $769K 0.72% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 9,833 $764K 0.21% -2,796 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,750 $757K 0.02% -862 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,706 $754K 0.05% +6,571 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,683 $752K 0.08% +324 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,675 $752K 0.04% +106 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 9,672 $751K <0.01% +688 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 9,576 $744K 0.02% +3,310 13F-HR Timeline Stronghold Wealth Management L.L.C. 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