Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,431 $1.56M 0.55% 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,430 $1.56M 0.72% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,424 $1.56M 0.04% +1,036 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,423 $1.56M 0.06% +35 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 4,417 $1.55M 0.36% +15 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,415 $1.55M 0.34% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,410 $1.55M 0.4% +161 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,400 $1.55M 1% -11 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 4,366 $1.54M 0.05% +3,492 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,354 $1.53M 0.08% -296 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,351 $1.53M 0.02% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,344 $1.53M 0.14% +43 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,340 $1.53M 0.5% -40 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,338 $1.53M +220 Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 4,324 $1.52M 0.21% +184 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 4,319 $1.52M 0.05% -42 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,318 $1.52M 0.09% -100 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,316 $1.52M 0.21% +3,484 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,297 $1.51M 0.21% -373 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,282 $1.51M 0.21% +22 13F-HR/A Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 4,277 $1.5M 1.4% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,275 $1.5M 0.5% +97 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,271 $1.5M 0.15% +121 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,265 $1.5M 0.05% +162 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,253 $1.5M 0.15% -194 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,245 $1.49M 0.14% +233 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,231 $1.49M 0.99% +1,840 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,229 $1.49M 0.37% -576 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,220 $1.48M 0.19% +420 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,219 $1.48M 0.05% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,199 $1.48M <0.01% +65 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,167 $1.47M 0.14% -62 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,150 $1.46M 0.39% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,009 $1.46M 0.09% +547 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,702 $1.45M 0.88% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,115 $1.45M 0.57% -91 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,114 $1.45M 0.17% +119 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,112 $1.45M 0.39% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 4,107 $1.44M 1.21% -284 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,107 $1.44M 0.08% +767 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,102 $1.44M 0.85% +64 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,101 $1.44M 0.14% +20 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,095 $1.44M 0.21% +18 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,078 $1.43M 0.79% +341 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,070 $1.43M 0.07% -1,110 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,096 $1.43M 0.49% -75 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,059 $1.43M 1.28% -161 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,045 $1.42M 0.05% -346 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,044 $1.42M 0.46% -151 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,040 $1.42M 0.7% -135 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,034 $1.42M 0.26% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,024 $1.42M 0.09% -287 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,020 $1.41M 0.11% new 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,020 $1.41M 0.47% -308 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,995 $1.41M 0.02% -306 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,983 $1.4M 0.23% +124 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 3,968 $1.4M 0.53% -1 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,962 $1.39M 0.74% +166 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,952 $1.39M 1.15% +450 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,937 $1.38M 0.5% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,935 $1.38M 0.32% -17 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,917 $1.38M 0.68% +288 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,916 $1.38M 0.25% -108 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,910 $1.38M 0.38% -22 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,909 $1.38M 0.12% +576 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,900 $1.37M 0.05% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,855 $1.36M 0.13% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,844 $1.35M 0.03% -26 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,832 $1.35M 0.12% -668 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,822 $1.34M -939 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,810 $1.34M 0.28% +126 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,808 $1.34M 0.01% +4 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,801 $1.34M 0.3% +91 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,779 $1.33M 0.23% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,770 $1.33M 0.09% +50 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,772 $1.33M 0.29% +76 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,770 $1.33M 0.13% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,766 $1.32M 0.05% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,738 $1.31M 0.94% +12 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,737 $1.31M 0.45% -823 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,736 $1.31M 0.64% +51 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,727 $1.31M 0.36% -831 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,725 $1.31M 0.27% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,706 $1.3M 0.08% -13 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,700 $1.3M 0.38% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,667 $1.29M 0.02% -8 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,651 $1.28M 0.08% -230 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,645 $1.28M 0.14% +814 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,635 $1.28M 0.6% -199 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,625 $1.28M 0.08% +253 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,623 $1.27M 0.19% -989 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 3,613 $1.27M 0.26% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,612 $1.27M 0.19% -2,789 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,570 $1.26M 0.1% -95 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,566 $1.25M 0.3% +2,946 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,529 $1.24M 0.09% +180 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,172 $1.24M 0.23% +4 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,499 $1.23M 0.39% +1,442 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,497 $1.23M 0.18% +146 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,492 $1.23M 0.08% +297 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,482 $1.22M 0.2% -1,263 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,469 $1.22M 0.11% -2,666 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,468 $1.22M 0.25% +2,401 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,464 $1.22M 0.39% +1,254 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,459 $1.22M 0.19% +1,663 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,451 $1.21M 0.29% +182 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,450 $1.21M 0.26% +2,267 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,441 $1.21M 0.09% -926 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,440 $1.21M 0.03% -54 13F-HR Timeline Group Gladius Capital Management LP More: the full row for Gladius Capital Management LP 3,435 $1.21M 0.69% -572 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,433 $1.21M 0.01% -885 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,424 $1.21M 0.09% +172 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,422 $1.2M 0.11% +27 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,417 $1.2M 0.05% +543 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,407 $1.2M 0.11% -5 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,403 $1.2M 1.29% 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,391 $1.19M 0.58% -434 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,404 $1.19M 1.19% +249 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,378 $1.19M 0.26% -107 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,375 $1.19M 0.07% +857 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,358 $1.18M 0.62% +1,485 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,353 $1.18M 0.31% -280 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,347 $1.18M <0.01% +222 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,346 $1.18M 0.02% +1,025 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,345 $1.18M 0.13% +247 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,345 $1.18M 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,343 $1.18M 0.54% +1,128 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 3,334 $1.17M 0.02% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,311 $1.16M 0.03% +58 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,295 $1.16M 0.03% -2,111 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,292 $1.16M 0.32% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,292 $1.16M 0.15% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,275 $1.15M 0.37% +604 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,255 $1.15M 0.09% +991 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 3,241 $1.14M 0.17% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,237 $1.14M 0.37% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,234 $1.14M 0.13% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 3,231 $1.14M 0.02% +26 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,222 $1.13M 0.15% -50 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 3,200 $1.13M 0.76% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,187 $1.12M 0.46% new 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,155 $1.12M 0.37% +96 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,158 $1.11M 0.02% -99 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,153 $1.11M 0.08% -5 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,151 $1.11M 0.71% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,142 $1.11M 0.45% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,141 $1.1M 0.31% -151 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,141 $1.1M 0.5% -10 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,139 $1.1M 0.02% +57 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,127 $1.1M 0.07% -10 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,124 $1.1M 0.1% +2 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,121 $1.1M 0.08% -225 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,119 $1.1M 0.13% +364 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,115 $1.1M 0.43% -228 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,115 $1.1M 0.17% -4 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,097 $1.09M 0.76% +668 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,094 $1.09M 0.45% 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,094 $1.09M 0.1% +843 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,093 $1.09M 0.09% +208 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,080 $1.08M 0.86% +238 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,067 $1.08M 0.09% +121 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,051 $1.07M 0.11% -161 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,758 $1.07M 0.54% +150 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,044 $1.07M 0.03% +35 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,031 $1.07M 0.29% +170 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,936 $1.06M 0.05% +257 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,021 $1.06M 0.23% +2,750 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,018 $1.06M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,004 $1.06M 0.4% -6 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,000 $1.06M 0.02% -524 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,994 $1.05M 0.04% +143 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,984 $1.05M 0.22% +96 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,979 $1.05M 1.05% +24 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,976 $1.05M 0.38% +24 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,973 $1.05M 0.04% +333 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,968 $1.04M 0.04% +291 13F-HR Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,966 $1.04M 0.19% new 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,960 $1.04M 0.04% -6,467 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,959 $1.04M 0.28% +68 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,950 $1.04M 0.05% +65 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,923 $1.03M 0.68% -143 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,921 $1.03M 0.08% -179 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,916 $1.03M 0.19% -18,266 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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