Suncoast Equity Management More: the full row for Suncoast Equity Management 6,138 $1.37M 0.17% -83,778 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,119 $1.37M 1.07% -120 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,114 $1.37M 0.13% -395 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 6,091 $1.36M 0.22% -908 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,089 $1.36M 0.09% +374 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,056 $1.36M 0.16% +369 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 6,044 $1.35M 0.11% +3,912 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,290 $1.35M 0.71% -128 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,022 $1.35M 0.02% +352 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 6,003 $1.34M 0.03% -1,075 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,992 $1.34M 0.1% +568 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,961 $1.33M 0.02% +70 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,961 $1.33M 0.11% -578 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,957 $1.33M 0.01% -1,969 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 5,940 $1.33M 0.25% -14 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,938 $1.33M 0.17% 0 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,846 $1.32M 0.08% -34 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,865 $1.31M 0.27% +3,806 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 5,865 $1.31M 0.25% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 5,823 $1.3M 0.17% -193 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 5,817 $1.3M 0.11% +37 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,796 $1.3M 0.02% -8,506 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,007 $1.3M 0.01% +1,237 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,736 $1.28M 0.29% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 5,735 $1.28M 0.57% -835 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,726 $1.28M -1,515 Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,723 $1.28M 0.05% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,718 $1.28M 0.24% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,714 $1.28M 0.05% +4,005 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,707 $1.28M 0.1% -1,938 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,704 $1.28M 0.07% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 5,691 $1.27M 0.14% +2,830 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,689 $1.27M 0.79% -113 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,671 $1.27M 0.03% +1,672 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,666 $1.27M 0.02% +174 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,648 $1.26M 0.16% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,202 $1.26M 0.03% -764 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,619 $1.26M 0.01% -2,432 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,616 $1.26M 0.12% -226 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 5,596 $1.25M 0.37% -703 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,534 $1.24M 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,513 $1.23M 0.38% -35 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,511 $1.23M 0.08% -53 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 5,502 $1.23M 0.51% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,058 $1.23M 0.05% +4,766 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,473 $1.23M 0.69% +1 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,458 $1.22M 0.05% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,453 $1.22M 0.02% -10,030 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,426 $1.22M 0.38% +190 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,426 $1.22M 0.11% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,416 $1.21M 0.16% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,413 $1.21M 0.07% +2,895 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,407 $1.21M 0.06% +1,392 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,391 $1.21M 0.07% +120 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 5,379 $1.2M -1,419 Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,327 $1.19M 0.02% -164 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,315 $1.19M 0.08% +314 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,312 $1.19M 0.03% -3 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,306 $1.19M 0.03% -22 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,303 $1.19M 0.22% +1,110 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,301 $1.19M 0.23% +233 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 5,297 $1.19M 0.13% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,295 $1.19M 0.06% -402 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,286 $1.18M 0.04% +1,117 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,271 $1.18M 0.12% -27 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,265 $1.18M 0.47% -242 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,259 $1.18M 0.08% +456 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 5,207 $1.17M 1.14% -45 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 5,203 $1.17M 0.64% -480 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,200 $1.16M 0.25% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,200 $1.16M 0.01% 0 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,186 $1.16M 0.04% -278 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,184 $1.16M 0.02% -735 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,183 $1.16M 0.37% -13 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,175 $1.16M 0.24% -100 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,173 $1.16M 0.05% -50 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,112 $1.15M 0.05% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,136 $1.15M 0.38% +87 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,123 $1.15M 0.2% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,025 $1.14M 0.05% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,079 $1.14M 0.14% +33 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 5,051 $1.13M 0.04% -400 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,046 $1.13M 0.17% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,021 $1.12M 0.34% +2,656 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,017 $1.12M 0.28% -55 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,002 $1.12M 0.17% -9 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $1.12M 0.38% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,990 $1.12M 0.77% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,991 $1.12M 0.75% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,950 $1.12M 0.73% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,983 $1.12M 0.22% +2,832 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,969 $1.11M 0.06% -10 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,956 $1.11M 0.52% +6 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,929 $1.1M 0.09% +427 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,569 $1.1M 0.12% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,924 $1.1M 0.01% -1,652 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,919 $1.1M 0.03% +1,284 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,896 $1.1M 0.1% -25 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,873 $1.09M 0.04% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,865 $1.09M 0.23% -48 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,854 $1.09M 0.05% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,854 $1.09M 0.41% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,847 $1.09M 0.08% -441 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 4,808 $1.08M 0.79% -377 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,836 $1.08M 0.82% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,833 $1.08M 0.06% +441 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,589 $1.08M 0.21% -84 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,809 $1.08M 0.06% +2,092 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,819 $1.08M 0.19% -52 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,795 $1.07M 0.04% +1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,785 $1.07M 0.78% -20 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,755 $1.06M 0.29% -190 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,979 $1.06M 0.22% +32 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,721 $1.06M 0.11% +65 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,683 $1.06M 0.18% +703 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,700 $1.05M 0.11% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,687 $1.05M 0.6% -100 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,686 $1.05M 0.1% -159 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,660 $1.04M 0.36% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,345 $1.04M 0.1% +246 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,640 $1.04M 0.18% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,635 $1.04M 0.1% -48 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,626 $1.04M 0.16% +913 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,622 $1.04M 0.07% +1,338 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,622 $1.04M 0.06% -352 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,604 $1.03M 0.19% -2,166 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,599 $1.03M 0.21% -88 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,582 $1.03M 0.01% +477 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,529 $1.01M 0.22% -855 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,513 $1.01M 0.41% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,507 $1.01M 0.22% +734 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,461 $999K 0.13% -306 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,452 $997K 0.08% -891 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,433 $993K 0.06% -1,057 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,408 $989K 0.01% -105 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,414 $988K 0.06% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,410 $988K 0.05% -2,403 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,409 $987K 0.26% -1,211 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,407 $987K 0.07% +180 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,392 $984K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 4,382 $981K 0.78% +110 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,380 $981K 0.06% +390 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,379 $981K 0.29% +290 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,376 $980K 0.34% -859 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,371 $979K 0.37% +1,202 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,353 $975K 0.28% +3 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,350 $974K 0.11% -376 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,347 $974K 0.03% -11 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,347 $974K 0.29% +57 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,023 $973K 0.18% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,324 $968K 0.07% +821 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,322 $968K 0.03% -121 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,305 $964K 0.03% -131 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4,294 $962K 0.1% -1,370 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,294 $962K 0.39% +214 13F-HR Timeline Group Challenger Wealth Management More: the full row for Challenger Wealth Management 4,286 $960K 0.71% -276 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,199 $940K 0.24% +1 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,197 $940K 0.44% -50 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,194 $939K 0.32% -156 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,189 $938K 0.05% +1,890 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,179 $936K 0.04% -167 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 4,159 $931K 0.09% +245 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,135 $926K 0.14% +7 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,131 $925K 0.08% +130 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,131 $925K 0.06% -331 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,684 $925K 0.22% -929 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,122 $923K 0.04% +50 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,121 $923K 0.05% -168 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,912 $922K 0.06% +148 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,110 $920K 0.12% +2,955 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,106 $920K 0.85% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,081 $914K 0.21% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,080 $914K 0.13% -370 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,048 $914K 0.17% -1,745 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,073 $912K 0.47% -1,918 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,058 $909K 0.04% -148 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,053 $908K 0.63% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,047 $906K 0.38% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,046 $906K 0.22% -159 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,037 $904K 0.41% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,027 $902K 0.39% +69 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,023 $901K 0.06% -59 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,019 $900K 0.38% +13 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,014 $899K 0.02% +279 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,013 $899K 0.41% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,996 $895K 0.03% +2,511 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,213 $895K 0.11% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,955 $886K 0.71% +678 13F-HR Timeline YHB Investment Advisors, Inc. 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