HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 41,374 $4.25M 0.18% -152,323 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 41,309 $4.24M 0.27% -746 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 41,275 $4.24M 0.7% -1,726 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 41,361 $4.24M 1.25% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 41,167 $4.23M 1.06% +2,694 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 41,139 $4.22M 0.21% -818 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 41,059 $4.22M 0.26% -448 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 40,853 $4.19M 1.95% -196 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 40,778 $4.19M 1.09% +4,277 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 40,758 $4.18M 0.55% -1,066 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 40,458 $4.15M 0.53% +11,817 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 40,456 $4.15M 0.12% -2,307 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 40,389 $4.15M 0.16% -3,124 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 40,305 $4.14M 2.07% +993 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 40,142 $4.12M 0.21% -620 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 40,073 $4.11M 0.52% +328 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 40,063 $4.11M 0.35% +35,554 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 40,038 $4.11M 0.49% +830 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 40,037 $4.11M 0.11% -3,629 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 40,000 $4.11M 0.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 39,945 $4.1M 0.08% -2,600 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 39,819 $4.09M 0.48% +263 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,691 $4.08M 0.05% -1,205 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 39,458 $4.05M 0.52% +89 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 39,196 $4.02M 0.33% -322 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 39,036 $4.01M 0.79% -369 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 38,994 $4M 0.33% +3,105 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 38,965 $4M 0.51% +23,830 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 38,886 $3.99M 0.02% -55,322 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 38,823 $3.99M 0.14% -1,049 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 38,698 $3.97M 0.24% -3,812 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 38,668 $3.97M 0.03% -8,728 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 38,613 $3.96M 0.01% -6,522 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,564 $3.96M 0.03% +23,262 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 37,537 $3.95M 0.38% +1,408 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 38,473 $3.95M 0.09% +1,889 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 38,301 $3.93M 0.22% -1,216 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 38,138 $3.92M +700 Timeline KCM Capital Inc More: the full row for KCM Capital Inc 38,127 $3.91M 0.73% -1 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 38,110 $3.91M 0.05% +19,319 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 37,785 $3.88M 0.06% -966 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 37,695 $3.87M 1.58% +8,493 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,555 $3.86M 0.1% +7,435 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 37,389 $3.84M 0.22% +17,439 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 37,296 $3.83M 2.14% +1,488 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 37,193 $3.82M 0.2% -575 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 37,040 $3.8M 0.31% -308 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36,930 $3.79M 0.2% +4,395 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 36,878 $3.79M 0.55% -4,468 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 36,761 $3.77M 0.08% -292 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 36,597 $3.76M 0.06% +12,037 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 36,548 $3.75M 0.18% -7,163 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 44,435 $3.75M 0.37% -125 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36,330 $3.73M 0.01% -38,460 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 36,298 $3.73M 0.06% +3,267 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 36,228 $3.72M -6,227 Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 36,198 $3.72M 0.73% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 36,099 $3.71M 1.5% +784 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 36,095 $3.71M 0.52% +1,476 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 38,485 $3.69M 0.14% -5,853 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 35,907 $3.69M 0.86% +25 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 35,816 $3.68M 0.18% -5,327 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 35,470 $3.64M 0.9% +4,472 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 35,391 $3.63M 0.14% +3,611 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 35,267 $3.62M 1.51% +2,039 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 35,201 $3.61M +904 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 34,850 $3.58M 0.08% -134 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 34,652 $3.56M 0.03% -16,052 13F-HR Timeline Group BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 34,532 $3.55M 0.93% +1,270 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 34,457 $3.54M 0.67% -1,669 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 34,433 $3.54M 0.05% +8,669 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 34,390 $3.53M 0.7% -500 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 34,384 $3.53M 0.83% -13 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 34,181 $3.51M 0.51% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 34,098 $3.5M 0.2% +10,385 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 33,896 $3.48M 0.22% +2,368 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 36,886 $3.48M 0.24% -1,059 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 33,707 $3.46M 0.23% +713 13F-HR Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 33,685 $3.46M 2.18% +5,867 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 33,641 $3.45M 0.37% -1,122 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 33,564 $3.45M 0.02% -18,031 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 33,562 $3.45M 0.12% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,230 $3.41M 0.12% +7,143 13F-HR Timeline United Bank More: the full row for United Bank 33,193 $3.41M 1.13% +1,388 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 33,046 $3.39M 0.02% +9,028 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 33,045 $3.39M 0.14% -2,073 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 33,037 $3.39M 0.25% +2,313 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 32,895 $3.38M 0.1% -4,420 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 32,870 $3.37M 0.23% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 36,386 $3.37M 0.22% -59,710 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 32,859 $3.37M 0.74% +3,923 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 32,840 $3.37M 0.73% +805 13F-HR Timeline Boit C F David More: the full row for Boit C F David 32,800 $3.37M 1.49% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 32,760 $3.36M 0.05% +1,125 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 32,700 $3.36M 1.23% 0 13F-HR/A Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 32,695 $3.36M 0.7% +367 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 32,415 $3.33M 0.19% +325 13F-HR/A Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 32,355 $3.32M 0.38% +345 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 32,246 $3.31M 0.06% -3,881 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,205 $3.31M 0.36% -166 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 32,131 $3.3M 0.36% -800 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 31,700 $3.26M 0.08% +13,549 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 31,451 $3.23M 0.64% +5,491 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 31,341 $3.22M 0.13% -5,242 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 31,326 $3.22M +4,348 Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 31,322 $3.22M 0.54% -2,094 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 31,310 $3.21M 0.62% +68 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 31,285 $3.21M 0.77% +1,661 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 31,236 $3.21M 0.41% -1,304 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 31,215 $3.2M 0.31% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 31,163 $3.2M 0.09% +388 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 31,082 $3.19M 1.51% -1,073 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 30,797 $3.16M 0.5% +12,438 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 30,758 $3.16M 0.37% +99 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 30,650 $3.15M 0.15% +64 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 30,500 $3.13M 0.21% 0 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 30,468 $3.13M 0.5% -1,733 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 30,476 $3.13M 0.14% +69 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 30,277 $3.11M 0.41% -144 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 30,252 $3.11M 0.13% +841 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 30,182 $3.1M 0.86% +10,735 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,166 $3.1M 0.06% +404 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,930 $3.07M 0.07% +6,185 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 29,658 $3.04M 0.5% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,785 $3.03M 0.11% -537 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 29,540 $3.03M 0.43% -740 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 29,506 $3.03M 1.1% +439 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 29,494 $3.03M 0.07% +26,727 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,455 $3.02M 0.01% +291 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 29,397 $3.02M 0.17% +5,863 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 29,343 $3.01M 1.51% -600 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 29,297 $3.01M 0.1% -790 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 29,307 $3.01M 0.75% -345 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 29,209 $3M -2,432 Timeline TrustBank in group TrustBank More: the full row for TrustBank 29,163 $2.99M 1.16% -123 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 29,132 $2.99M 1.23% +1,406 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 29,091 $2.99M 1.1% +2,332 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 29,068 $2.98M 0.04% +2,737 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 880 $2.98M 1.33% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 28,963 $2.97M 0.39% -800 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 28,946 $2.97M 0.27% -149 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 28,871 $2.96M 0.06% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 28,864 $2.96M 1.64% +2,089 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 28,859 $2.96M 0.28% -1,009 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 28,774 $2.95M 0.71% -1,398 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 28,751 $2.95M 0.02% +1,391 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 28,444 $2.93M 0.09% +19,977 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 28,514 $2.93M 0.48% +138 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 28,496 $2.93M 0.28% -455 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 28,455 $2.92M 0.6% +30 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 28,426 $2.92M 0.55% +20,414 13F-HR Timeline American Trust More: the full row for American Trust 28,419 $2.92M 0.26% -3,247 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 28,288 $2.9M 0.25% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 28,248 $2.9M 1.93% +421 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,233 $2.9M 0.15% -1,994 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,194 $2.89M 0.26% +8,644 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,899 $2.89M 0.09% -3,380 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 28,105 $2.89M 0.25% -181 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 28,066 $2.88M 0.47% +7,567 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,881 $2.86M 0.21% -2,838 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 27,828 $2.86M 0.12% +7,470 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 27,805 $2.85M 0.65% -506 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 29,488 $2.85M 1.71% -1,215 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27,640 $2.84M 0.22% -1,395 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,589 $2.83M 0.03% -4,914 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,486 $2.82M 0.12% -4,418 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 27,453 $2.82M 0.16% +2 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 27,427 $2.82M 0.63% +1,621 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,294 $2.8M 0.11% +10,920 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 27,266 $2.8M 0.23% +219 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 27,097 $2.78M 1.78% +3,417 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 27,047 $2.78M 1.42% -80 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 27,028 $2.77M 0.89% -16,510 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 27,022 $2.77M 0.34% +2,300 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 26,887 $2.76M 0.1% +2,254 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,704 $2.74M 0.15% +8,324 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 26,513 $2.72M 0.19% -458 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 26,500 $2.72M 0.22% -6,040 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 26,384 $2.71M 0.14% -2,049 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,308 $2.7M 0.03% -2,579 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26,251 $2.7M 0.09% +4,144 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 26,518 $2.69M 2.2% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 26,209 $2.69M 0.06% -5,747 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 26,196 $2.69M 0.62% -1,137 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 26,002 $2.67M 0.05% -6,567 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 25,852 $2.65M 0.27% -2,091 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 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