CITY HOLDING CO More: the full row for CITY HOLDING CO 28,255 $1.57M 0.22% +400 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 28,180 $1.56M 0.13% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 27,858 $1.54M 0.14% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 27,275 $1.51M 0.33% -294 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,324 $1.46M 0.01% -824 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 26,308 $1.46M 0.47% -113 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 26,213 $1.45M 0.09% -2,675 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,583 $1.42M 0.01% +700 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 25,127 $1.37M 0.62% +261 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 24,348 $1.36M 0.09% +5,200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,094 $1.34M 0.04% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 23,873 $1.32M 0.2% +310 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,727 $1.32M <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 23,341 $1.29M 0.01% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 23,168 $1.28M 0.05% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 22,442 $1.24M 0.13% +5,385 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,226 $1.23M 0.07% -215 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 22,209 $1.23M <0.01% -1,530 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 21,949 $1.22M 0.25% +20 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 21,668 $1.2M 0.03% -197,060 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 21,005 $1.16M 0.09% -2,480 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 20,868 $1.16M 0.01% +1,718 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 20,616 $1.14M 0.65% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 20,580 $1.14M 0.03% -100 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 20,566 $1.14M 0.12% -2,680 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 20,566 $1.14M 0.07% -3 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,130 $1.12M 0.02% -138,744 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,813 $1.1M <0.01% +1,498 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,431 $1.08M 0.07% -148 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 19,353 $1.07M 0.57% +600 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 19,000 $1.05M <0.01% +2,600 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,812 $1.04M 0.01% new 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,316 $1.02M <0.01% +13,489 13F-HR/A Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 18,012 $999K 0.41% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 18,000 $998K 0.1% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,978 $997K 0.14% -429 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17,970 $996K 0.11% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,369 $963K 0.01% -572,906 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 17,365 $963K 0.57% +735 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,251 $957K 0.02% +653 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 17,202 $954K 0.39% -7,935 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,858 $941K <0.01% +4,746 13F-HR/A Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 16,152 $896K 1.21% -1,942 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,000 $887K 0.06% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 15,908 $882K 0.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,600 $865K 0.01% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,530 $861K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,396 $854K 0.03% +292 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,684 $814K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 15,398 $803K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,170 $786K 0.01% 0 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 14,095 $782K 0.09% -8,770 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 14,005 $777K 0.09% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 14,005 $777K 0.02% +5,861 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 13,940 $773K 0.46% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,900 $771K <0.01% +1,770 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 13,779 $764K 0.64% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 13,763 $763K 0.29% +2,055 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 13,718 $761K 0.21% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 13,577 $753K 0.06% +6,993 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 13,410 $744K 0.72% +330 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,349 $740K 0.13% 0 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 13,157 $730K 0.28% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13,098 $726K 0.77% +2,405 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 12,843 $712K 0.07% +100 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,402 $688K 0.07% +8,017 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,221 $678K 0.64% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,119 $672K 0.26% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $665K 0.11% 0 13F-HR Timeline Lakeshore Capital Group, Inc. 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COLE ADVISORS, INC. 11,027 $611K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,015 $611K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,977 $609K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,904 $605K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,872 $603K 0.01% -6,760 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 10,686 $593K 0.01% -275 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,550 $585K 0.06% +90 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 10,208 $566K 0.04% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,172 $564K 0.03% +4,682 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,959 $552K 0.26% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 9,755 $541K 0.04% -1,668 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,585 $533K 0.52% -129 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,449 $524K 0.04% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,365 $519K 0.02% +4,380 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,358 $519K 0.05% -4,280 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,254 $513K 0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,184 $509K 0.16% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,115 $505K 0.04% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 9,005 $499K 0.01% -31,584 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,817 $489K 0.02% -292 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 8,810 $489K 0.1% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,794 $488K 0.07% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,761 $486K 0.02% -3,827 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 8,674 $481K 0.16% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,672 $481K 0.43% +49 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,630 $479K 0.24% -1 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,364 $476K 0.18% +523 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,461 $469K 0.06% -1,244 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,456 $469K 0.02% -242 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,383 $465K 0.01% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,346 $463K 0.04% -5,943 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,150 $452K 0.27% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,149 $452K <0.01% -13 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $444K 0.03% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,957 $441K 0.04% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,951 $441K 0.03% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,856 $436K 0.08% -2,501 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,773 $431K 0.04% +100 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,746 $430K <0.01% -141 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,689 $426K <0.01% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,646 $424K 0.24% -125 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,633 $423K 0.01% +107 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 7,681 $423K 0.41% -8,070 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,600 $421K <0.01% -4,398 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,561 $419K 0.07% +101 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,524 $417K 0.13% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 7,504 $416K 0.22% -143 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,488 $415K 0.38% -69 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,461 $414K 0.11% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,217 $407K <0.01% -412,279 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,322 $406K 0.09% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,302 $405K 0.03% -195 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,267 $403K 0.01% +2,483 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,127 $395K <0.01% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 7,100 $394K 0.06% +1,040 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,100 $394K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,043 $391K 0.14% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 7,000 $388K 0.01% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,000 $388K 0.29% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,910 $384K 0.09% +6,380 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,887 $382K <0.01% new 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 6,875 $381K 0.13% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,677 $370K 0.04% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,670 $370K 0.04% new 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,640 $368K 0.01% -1,489 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,618 $367K 0.01% -3,142 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,592 $366K 0.29% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,578 $365K 0.06% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,569 $364K 0.13% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 6,521 $362K 0.29% +2,496 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,511 $361K 0.08% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 6,517 $361K 0.03% -1,171 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,464 $358K 0.09% 0 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,241 $346K 0.06% -62 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,167 $342K 0.1% +1,197 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,100 $338K 0.17% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,100 $338K 0.11% +131 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 6,048 $335K 0.23% -726 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,012 $333K 0.05% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,000 $333K 0.02% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,905 $327K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,969 $326K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,813 $322K 0.01% -344 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,750 $319K 0.15% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,744 $319K <0.01% -1,032 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,739 $318K 0.02% -35 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,724 $317K 0.01% 0 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,670 $314K 0.08% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,654 $314K 0.02% new 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 5,593 $310K 0.16% +339 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,483 $304K 0.03% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,406 $300K 0.27% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,733 $299K 0.05% -5 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,377 $298K 0.03% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,231 $290K <0.01% +2,201 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,220 $289K 0.03% 0 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 5,216 $289K 0.05% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,190 $288K 0.12% +727 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,169 $287K 0.03% +1,201 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,164 $286K 0.26% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,148 $285K 0.02% new 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,984 $276K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,971 $276K 0.06% -72,981 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,841 $268K 0.1% -2,581 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $268K 0.02% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,808 $267K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,799 $266K 0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,775 $265K 0.02% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,718 $262K 0.03% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,679 $259K 0.07% -54 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $255K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,549 $252K 0.03% -3,427 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,479 $248K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,468 $248K 0.02% -928 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,420 $245K 0.14% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $244K 0.02% 0 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,380 $243K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,326 $240K 0.02% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,275 $237K 0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,264 $236K <0.01% -63,331 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,248 $236K 0.06% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,166 $231K 0.04% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,157 $231K 0.15% new 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,138 $229K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,000 $222K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,965 $220K 0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,950 $219K 0.01% -10,523 13F-HR Timeline Group