IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,942 $1.14M 0.1% +606 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,934 $1.14M 0.15% +38 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,918 $1.13M 0.69% +280 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,917 $1.13M 0.04% +552 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,907 $1.12M 0.54% +4 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,906 $1.12M 0.53% +406 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,898 $1.12M 0.67% -98 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,898 $1.12M 0.31% -100 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,894 $1.12M 0.25% -15 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,008 $1.12M 0.33% +32 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,881 $1.11M 0.41% +353 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,866 $1.11M 0.33% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,821 $1.11M 0.05% +64 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,835 $1.1M 0.16% -1,378 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,835 $1.1M 0.16% +392 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,833 $1.1M 0.1% -105 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,822 $1.09M 0.41% +58 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,821 $1.09M 0.3% +473 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,817 $1.09M 0.04% -79 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,813 $1.09M 0.3% +273 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,804 $1.08M 0.45% -69 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,801 $1.08M 0.05% +414 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,800 $1.08M 0.02% +365 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,787 $1.08M 0.15% +86 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,779 $1.08M 0.09% +263 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,779 $1.08M 0.53% -692 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,778 $1.07M 0.04% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,778 $1.07M 0.79% +496 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,774 $1.07M 0.1% +79 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,772 $1.07M 0.24% -211 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,769 $1.07M 0.02% -1,522 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,766 $1.07M 0.46% -75 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,764 $1.07M 0.01% +1,813 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,760 $1.07M 0.24% +1,596 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,758 $1.07M 0.26% -184 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,754 $1.07M 0.55% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,745 $1.06M 0.52% -25 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,556 $1.06M 0.06% -35 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,859 $1.06M 0.08% -19 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,773 $1.06M 0.11% -261 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,733 $1.06M 0.33% +78 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,844 $1.06M 0.3% -87 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,719 $1.05M 0.46% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,712 $1.05M 0.34% +276 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,702 $1.05M 0.52% -647 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,696 $1.04M 0.36% +347 13F-HR Timeline Group NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,674 $1.03M 0.22% -28 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,667 $1.03M 0.44% -32 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,664 $1.03M 0.03% +140 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,657 $1.03M <0.01% +139 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,647 $1.02M 0.03% -137 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,644 $1.02M 0.07% +438 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,643 $1.02M 0.25% -240 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,638 $1.02M 0.12% +15 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,630 $1.02M 0.18% +190 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,620 $1.01M 0.1% -31 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,608 $1.01M 0.13% +225 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,605 $1.01M 0.1% +1,632 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,599 $1.01M 0.09% +350 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,535 $1M 0.19% +253 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,597 $1M 0.21% -30 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,590 $1M 0.22% +19 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,644 $997K 0.16% +30 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,566 $993K 0.34% -56 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,565 $992K 0.06% +72 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,557 $989K 0.82% -1,077 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,549 $986K 0.06% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,547 $985K 0.5% -80 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,545 $985K 0.24% +1,252 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,538 $982K 0.15% -2,102 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,537 $982K 0.47% +11 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,531 $979K 0.04% +434 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,529 $978K 0.79% +61 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,523 $976K 0.75% -4 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,522 $976K 0.36% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,520 $976K 0.18% +226 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,510 $971K 0.11% -55 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 2,500 $967K 0.84% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,500 $967K 0.27% -380 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,490 $963K 0.21% +1,288 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,487 $962K 0.49% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,496 $957K 0.19% -38 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,475 $957K 0.01% -63 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,467 $954K 0.06% -30 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 2,464 $953K 0.01% -25,534 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,458 $951K 0.2% -166 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,453 $949K 0.29% +514 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,448 $947K 0.68% -516 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,447 $947K 0.14% +532 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,445 $946K 0.45% -200 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,444 $946K 0.88% -402 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,442 $945K 0.4% -350 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,440 $944K 0.28% +443 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,436 $942K 0.05% -635 13F-HR Timeline TLWM More: the full row for TLWM 2,396 $927K 0.18% +8 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,394 $926K 0.32% +486 13F-HR/A Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,360 $925K 0.22% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Field & Main Bank More: the full row for Field & Main Bank 2,390 $925K 0.3% -1,053 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,385 $923K 0.2% +3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,384 $922K 0.03% -84 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,377 $920K 0.03% -23 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,372 $918K 0.03% +621 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,372 $918K 0.42% +433 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,371 $917K 0.09% -29 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,369 $916K 0.09% -347 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,364 $915K 0.16% +151 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,361 $913K 0.3% -415 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,360 $913K 0.3% +93 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,355 $911K 0.1% +165 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,355 $911K 0.15% +384 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,348 $908K 0.1% -392 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,342 $906K 0.02% -19 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,339 $905K 0.37% -76 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,338 $905K 0.07% -274 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,335 $903K 0.3% +15 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,333 $903K 0.18% -917 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,332 $902K 0.34% +80 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,376 $901K 0.32% +179 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,325 $899K 0.16% +255 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,324 $899K 0.51% +214 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,319 $897K 0.07% +220 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,319 $897K 0.36% 0 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 2,316 $896K 1% 13F-HR/A Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 2,308 $893K 0.92% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,306 $892K 0.06% +122 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,301 $890K 0.06% -420 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 2,300 $890K 0.43% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,300 $890K 0.27% -4,000 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,297 $889K 0.42% +138 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,292 $887K 0.37% -10 13F-HR/A Timeline Group EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 2,291 $886K <0.01% -2,928,512 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,286 $884K 0.03% -65 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,283 $883K 0.29% +42 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,277 $881K 0.72% +113 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,275 $880K 0.09% +875 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,264 $876K 0.96% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,263 $876K 0.38% +1,526 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,262 $875K 0.91% -10 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,259 $874K 0.15% 0 13F-HR/A Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,257 $873K 0.19% -146 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,256 $873K 0.02% -753,605 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,252 $871K 0.18% -37 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,222 $860K 0.38% +42 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,222 $860K 0.03% -75 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,314 $859K 0.31% -488 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,221 $859K 0.74% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,215 $857K 0.06% +389 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,214 $857K 0.06% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,210 $855K 0.33% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,209 $855K 0.25% +210 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,203 $852K 0.28% 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 2,199 $851K 0.04% +36 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,196 $850K 0.27% -767 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,183 $845K 0.32% -30 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,183 $845K 0.06% +440 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,182 $844K 0.77% -350 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,158 $835K 0.3% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 2,155 $834K 0.06% +424 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,153 $833K 0.08% new 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,152 $833K 0.1% +650 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,149 $831K 0.03% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,144 $829K 0.11% -13 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,143 $829K 0.23% -1,112 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,130 $824K 0.24% +245 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 2,129 $824K 0.62% 0 13F-HR/A Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,127 $823K 0.01% +64 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,115 $818K 0.19% -50 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,114 $818K 0.21% 0 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,150 $816K 0.91% +250 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,102 $813K 0.03% -496 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,098 $812K 0.19% -41 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,095 $811K 0.05% -5,669 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,089 $808K 0.03% -1,013 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,084 $806K 0.1% +398 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,084 $806K 0.14% +553 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,080 $805K 0.02% -34 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,073 $802K 0.1% +152 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,070 $801K 0.57% +83 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,063 $798K 0.02% +494 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,045 $791K 0.14% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,041 $790K 0.15% -31 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,207 $789K 0.57% -8 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,036 $788K 0.11% +103 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,034 $787K 0.51% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,034 $787K 0.2% +17 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,033 $787K 0.07% -2,688 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,029 $785K 0.63% +436 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,029 $785K 0.08% -2,945 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,026 $784K 0.03% +270 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,026 $784K 0.11% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,024 $783K 0.1% +197 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,022 $782K 0.19% -357 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,011 $778K 0.02% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 2,000 $774K 0.07% -40,500 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,000 $774K 0.2% -700 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,000 $774K 0.19% -1,099 13F-HR Timeline CM Management, LLC More: the full row for CM Management, LLC 2,000 $774K 0.7% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,998 $773K 0.01% -379 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,998 $773K 0.05% -128 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,994 $771K 0.21% -50 13F-HR Timeline