Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,152 $760K 0.09% +2,192 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,887 $759K 0.05% -2,137 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,873 $758K 0.08% +1,340 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,865 $757K 0.05% -64 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,745 $744K 0.02% +38 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 6,717 $741K <0.01% -56,903 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,713 $740K 0.01% +772 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,709 $740K 0.02% +21 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,705 $739K 0.04% +9 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,653 $734K 0.01% -381 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,651 $733K 0.23% -144 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,646 $733K 0.09% +300 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,631 $731K 0.18% -60 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,623 $730K 0.01% -2,713 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,593 $727K 0.2% +76 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,586 $726K 0.19% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,548 $722K 0.02% -132 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,535 $721K 0.34% -380 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 6,640 $721K 0.09% +14 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,524 $719K 0.04% -6 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 6,518 $719K 0.64% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 6,477 $714K 0.39% -124 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,475 $714K 0.3% -149 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,068 $711K 0.51% -1,275 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,419 $708K 0.05% -22 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,417 $708K 0.02% -251 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,404 $706K 0.03% -257 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,399 $706K 0.03% +191 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,343 $699K 0.26% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,341 $699K -1,422 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,340 $699K 0.2% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,439 $699K 0.56% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,318 $697K 0.05% -1,500 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,311 $696K 0.34% +146 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,309 $696K 0.1% -300 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,308 $696K 0.08% +31 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,298 $694K 0.01% +2,357 13F-HR/A Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,266 $691K 0.07% -58 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,243 $688K 0.06% +2,001 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 6,243 $688K 0.06% +7 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,217 $686K 0.06% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,200 $684K 0.38% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,135 $677K 0.09% -200 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,126 $676K 0.08% +4 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,110 $674K 0.02% +264 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 6,100 $673K 0.1% 0 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 6,087 $671K 0.47% -670 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,068 $669K 0.33% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,046 $667K 0.31% +49 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,038 $666K 0.02% -1,368 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,000 $662K 0.22% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,994 $661K 0.01% -66 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,968 $658K 0.22% -100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,948 $656K 0.05% +365 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,934 $654K 0.17% -400 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,926 $653K 0.56% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,903 $651K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,882 $649K 0.18% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,881 $648K <0.01% +3,970 13F-HR Timeline Group Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,856 $646K 0.24% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 5,799 $639K +153 Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,799 $639K 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,778 $637K 0.02% +28 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,737 $636K 0.02% +724 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,745 $634K 0.07% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,740 $633K 0.05% -159 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,661 $624K 0.11% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,596 $617K 0.04% -220 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,564 $614K 0.13% -1,000 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,537 $611K 0.15% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,511 $608K 0.03% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,500 $606K 0.11% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,450 $601K 0.3% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,447 $601K 0.15% -508 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,391 $595K 0.03% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,390 $594K 0.14% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,383 $594K 0.02% +133 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,382 $593K 0.02% -610 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,357 $591K 0.21% +7 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,354 $590K 0.12% -705 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,353 $590K 0.04% -636 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,340 $589K 0.08% +976 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,332 $588K 0.08% +22 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,375 $583K 0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,278 $582K 0.14% +992 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,259 $580K 0.08% -130 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,239 $578K 0.18% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,237 $577K 0.11% +3,928 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,219 $576K 0.22% +53 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,188 $572K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,123 $565K 0.03% -4,110 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,111 $564K 0.01% +2,469 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,109 $563K <0.01% -1,575 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 5,102 $563K 2.34% -8,604 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,095 $562K 0.02% -333 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,083 $561K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,080 $560K 0.03% +722 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,057 $558K 0.41% +29 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,049 $557K 0.02% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,043 $556K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,036 $555K 0.13% -672 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,031 $555K 0.03% -753 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,025 $554K 0.03% +1,949 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,002 $552K 0.04% +451 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,000 $551K 0.08% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,999 $551K 0.17% -4,345 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,000 $551K 0.01% +24 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,989 $550K 0.17% -50 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,981 $549K 0.3% +148 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,978 $549K 0.09% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,925 $543K 0.02% -25 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,915 $542K 0.2% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,914 $542K 0.04% -7 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,908 $541K 0.15% -15 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,906 $541K 0.02% -1,450 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,868 $537K <0.01% +441 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,863 $536K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,860 $536K 0.01% +462 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,828 $532K 0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,871 $529K 0.14% +137 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,786 $528K 0.08% +3 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,759 $525K 0.07% -474 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,755 $524K 0.08% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,743 $524K 0.08% -63 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,750 $524K 0.09% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,740 $523K 0.04% +517 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,735 $522K 0.16% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,732 $522K <0.01% -3,136 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,721 $521K 0.02% +637 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,719 $520K 0.16% -269 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,659 $514K 0.09% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,630 $511K 0.01% +914 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,618 $509K 0.04% -47 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,605 $508K 0.04% -32 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,563 $503K 0.15% -240 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,562 $503K 0.02% -654 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,541 $501K 0.03% -2 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,530 $500K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,531 $499K 0.05% +58 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,522 $499K 0.16% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,521 $499K 0.01% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,520 $498K 1.6% +761 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,520 $498K 0.12% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,500 $496K 0.51% -250 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,500 $496K 0.02% +204 13F-HR/A Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,496 $496K 0.63% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,495 $496K <0.01% -20,366 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,485 $495K 0.1% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,475 $493K 0.08% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,469 $493K 0.02% 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,430 $488K 0.16% +184 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,408 $486K 0.23% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,408 $486K 0.05% +63 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,402 $485K 0.07% +458 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,402 $485K 0.11% -116 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,400 $485K 0.15% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,398 $485K 0.09% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,387 $484K 0.04% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,385 $484K 0.14% 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 4,385 $484K 0.12% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,360 $481K 0.02% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,343 $479K 0.26% +294 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,340 $479K 0.15% +19 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,323 $477K 0.02% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,271 $471K 0.03% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,261 $470K 0.05% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,248 $468K 0.02% -34,909 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,244 $468K 0.01% +751 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,243 $468K 0.01% +938 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,243 $468K 0.12% +3 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,235 $467K 0.14% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,220 $465K 0.25% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,206 $464K 0.03% +186 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,204 $464K 0.01% -501 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,203 $464K 0.06% +2,151 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,200 $463K 0.01% 0 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,195 $463K 0.22% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,194 $462K 0.14% -15 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4,175 $460K 0.16% 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,166 $459K 0.18% +2 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,123 $455K 0.03% +21 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 4,194 $453K 14.35% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,108 $453K 0.04% +205 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,096 $452K 0.05% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,089 $451K 0.11% +2 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,087 $451K 0.07% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 4,040 $445K 0.04% -190 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,031 $444K 0.04% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,028 $444K 0.01% +231 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 4,018 $443K 0.45% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 4,000 $441K 0.08% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,000 $441K 0.27% 0 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,000 $441K 0.17% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,989 $440K <0.01% 0 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 3,987 $440K 0.48% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,012 $439K 0.02% +651 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,965 $437K 0.03% +146 13F-HR Timeline American Trust More: the full row for American Trust 3,952 $436K 0.04% +23 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,938 $434K 0.01% -21,012 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,986 $434K 0.07% 0 13F-HR Timeline