LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,087 $623K 0.15% +3,082 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,085 $622K 0.16% -3 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,078 $621K 0.33% -121 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,074 $620K 0.09% -740 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,071 $619K 0.03% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,070 $619K 0.19% -185 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,062 $617K 0.22% -283 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,048 $615K 0.02% +193 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,041 $613K 0.26% -118 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,024 $610K 0.74% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,004 $606K 0.04% +296 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $605K 0.19% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,991 $603K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,986 $602K 0.04% +6 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,983 $602K 0.03% -6,229 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,970 $599K 0.35% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,965 $598K 0.05% +121 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,953 $596K 0.02% -1,256 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,908 $586K 0.08% -1 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 2,900 $585K 0.04% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,879 $581K 0.04% +1,800 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,859 $577K 0.03% -211 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,857 $576K 0.11% -384 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,851 $575K 0.03% +494 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,825 $570K 0.04% -86 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,811 $567K 0.01% -50,220 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,801 $565K 0.35% -635 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,801 $565K 0.03% +2,235 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,778 $560K 0.04% +490 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,776 $560K 0.11% -37 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,769 $558K 0.1% +462 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,750 $555K -1,841 Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,745 $554K 0.13% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,397 $551K 0.1% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,734 $551K 0.31% 0 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,733 $551K 0.06% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,730 $551K 0.14% -772 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,586 $549K 0.04% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,690 $542K 0.04% +313 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,687 $542K 0.08% +31 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,686 $542K 0.05% -6,835 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,683 $541K 0.01% -26 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,668 $538K 0.02% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,666 $538K 0.02% -81 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,619 $528K 0.01% -108 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,605 $525K 0.4% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,602 $525K 0.08% +207 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,598 $524K <0.01% +554 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,588 $522K 0.01% -17 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,587 $522K 0.05% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,582 $521K 0.35% -761 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 2,577 $520K <0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,576 $520K 0.14% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,565 $517K 0.07% -1,449 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,561 $516K 0.16% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,559 $516K 0.05% -240 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,550 $514K 0.09% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,548 $514K 0.1% +77 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,542 $513K 0.09% -8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,523 $509K 0.01% -34 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,522 $509K <0.01% +72 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,511 $506K 0.02% +920 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,485 $501K 0.05% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,482 $501K 0.03% -6 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,470 $498K 0.04% -6,948 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,465 $497K 0.02% +250 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,461 $496K 0.03% -20 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,451 $494K 0.05% -324 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,436 $491K 0.21% +800 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,429 $490K <0.01% +44 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,428 $490K 0.03% -295 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,421 $488K 0.01% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,392 $482K 0.22% +422 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,384 $481K 0.02% +233 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,378 $480K 0.01% -91 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,364 $477K 0.01% 0 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,362 $476K 0.55% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,383 $475K 0.27% -560 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,349 $474K 0.03% -239 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,347 $473K 0.01% +144 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,342 $472K 0.04% +208 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,341 $472K 0.09% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,333 $471K 0.09% -45 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,301 $464K 0.04% +60 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,301 $464K 0.05% -30 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,301 $464K 0.29% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,299 $464K 0.02% -1,134 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,296 $463K 0.01% -711 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,275 $459K 0.35% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,269 $458K 0.03% -1,173 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,269 $458K 0.06% +49 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,263 $456K 0.28% +34 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,261 $456K 0.27% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,256 $455K 0.39% +116 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,255 $455K 0.03% +43 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,256 $455K 0.04% +267 13F-HR/A Timeline Bank of Marin More: the full row for Bank of Marin 2,250 $454K 0.58% -50 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,249 $454K 0.08% +76 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,249 $454K 0.2% +1,905 13F-HR/A Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,245 $453K 0.04% -94 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,240 $452K 0.02% -106 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,319 $449K 0.04% -70 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,221 $448K 0.13% +254 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,220 $448K 0.03% -394 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,210 $446K 0.08% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,206 $445K 0.05% -250 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,204 $444K 0.09% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,200 $444K 0.09% -23 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,192 $442K 0.01% +304 13F-HR/A Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,185 $441K 0.29% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,171 $438K 0.06% +20 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,164 $436K 0.09% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,164 $436K 0.07% +240 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,152 $434K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,151 $434K 0.01% +79 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,146 $433K 0.01% -556 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,132 $430K 0.04% +1,002 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,129 $429K 0.18% -5 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,126 $429K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,119 $427K 0.09% +201 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,114 $426K 0.17% +59 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,110 $426K 0.04% -132 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,099 $423K 0.02% -13 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,097 $423K 0.01% -460 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,094 $422K 0.02% +98 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,967 $418K 0.04% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,063 $416K 0.06% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,063 $416K 0.08% +13 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,063 $416K 0.08% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,055 $414K 0.02% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,048 $413K 0.02% -182 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,044 $412K 0.14% +259 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,035 $410K 0.14% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,031 $410K 0.11% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,030 $409K 0.01% +56 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,026 $409K 0.09% -400 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,022 $408K 0.04% -28 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,015 $405K 0.03% -276 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,010 $405K 0.04% +155 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,001 $404K 0.03% -48 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $403K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,998 $403K 0.01% +131 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,000 $403K 0.15% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,976 $399K 0.05% +246 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,976 $398K 0.05% -57 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,968 $397K 0.06% -118 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,963 $396K 0.02% +433 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,961 $395K 0.26% -195 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,960 $395K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,928 $389K 0.01% +78 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,925 $388K 0.03% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,923 $388K 0.05% +200 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,922 $388K 0.02% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,916 $386K 0.08% -129 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 1,911 $385K 0.78% -40 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,907 $385K 0.3% +52 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,906 $385K 0.01% +77 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,902 $384K 0.04% -218 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,902 $384K <0.01% +8 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,901 $383K 0.18% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,895 $382K 0.01% +6 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,890 $382K 0.55% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,892 $382K 0.03% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,884 $380K 0.22% +34 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,876 $378K 0.02% +40 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,876 $378K 0.22% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,871 $377K 0.03% -183 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,854 $374K 0.37% -205 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,850 $373K 0.02% +11 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,843 $372K 0.11% +274 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,836 $370K 0.01% +644 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,834 $370K 0.04% -29 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,833 $370K 0.04% +1 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,736 $369K 0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,822 $367K 0.02% +48 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,816 $366K 0.04% -37 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,816 $366K 0.09% -4 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,813 $366K 0.07% -22 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,808 $365K 0.03% -700 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,802 $363K 0.11% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,796 $362K 0.02% -2 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,788 $361K 0.25% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,779 $359K 0.07% -194 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,000 $357K 0.08% +20 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,744 $352K 0.12% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,732 $349K 0.05% -122 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,729 $349K 0.08% -21 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,725 $348K 0.13% +15 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,758 $348K 0.01% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,713 $345K 0.32% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,712 $345K 0.02% -90 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,711 $345K -935 Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,700 $343K 0.17% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,693 $341K 0.13% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,692 $341K 0.07% +24 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,692 $341K 0.05% +46 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,683 $339K 0.21% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,682 $339K 0.01% -37 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,924 $339K 0.04% +710 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,675 $338K 0.06% +1 13F-HR Timeline