SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,318 $693K 0.05% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,316 $693K 0.33% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,309 $692K 0.1% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,276 $689K 0.28% -199 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,258 $687K 0.05% +310 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 6,253 $686K 0.06% +10 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,217 $682K 0.06% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,216 $682K 0.07% -50 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,200 $680K 0.34% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,183 $678K 0.01% -885 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,153 $675K 0.01% -500 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,112 $671K 0.01% -87,839 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 6,101 $669K 0.1% +1 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 5,825 $667K 0.23% -518 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,068 $666K 0.29% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,046 $663K 0.31% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,000 $658K 0.2% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,987 $657K 0.02% -123 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,985 $657K 0.01% -9 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,968 $655K 0.2% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,965 $654K 0.09% -170 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,934 $651K 0.18% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,926 $650K 0.27% -1,805 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,898 $647K 0.08% -228 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,881 $645K 0.04% -643 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,867 $644K 0.01% +1,623 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,870 $644K 0.22% +2,044 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,856 $642K 0.23% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,827 $639K 0.02% -572 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,774 $639K 0.02% -4 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,812 $638K 0.18% -4,790 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,763 $632K 0.05% +23 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,817 $629K 0.02% +80 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,731 $629K 0.07% -14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,675 $623K 0.02% +1,427 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,661 $621K 0.17% -221 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,661 $621K 0.11% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,646 $619K 0.02% -392 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,596 $614K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,586 $613K 0.01% -712 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,564 $610K 0.14% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,559 $610K 0.01% -1,154 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,537 $607K 0.03% +184 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,526 $606K 0.06% -1,347 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,500 $603K 0.11% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,430 $601K 0.01% +55 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,437 $599K 0.07% -2,766 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,157 $599K 0.01% +1,721 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. 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More: the full row for Tradewinds, LLC. 5,236 $591K 0.19% -42 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,373 $589K 0.45% -695 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,335 $585K 0.1% -19 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,320 $584K 0.29% +339 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,308 $582K 0.07% -32 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,295 $581K 0.01% +1,614 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,257 $577K 0.4% +200 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,248 $576K 0.08% -84 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,238 $575K 0.09% new 13F-HR Timeline Lloyd Advisory Services, LLC. 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More: the full row for Kingdom Financial Group LLC. 5,218 $573K 0.16% -21 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,194 $570K 0.01% +83 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,188 $569K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,138 $564K 0.01% +278 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,124 $562K 0.02% +29 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 5,102 $560K 2.42% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,097 $559K 0.09% -140 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,096 $559K 0.08% +337 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,094 $559K <0.01% -15 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,091 $559K 0.04% -1,851 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,083 $558K 0.02% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,060 $555K 0.29% -1,533 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,049 $554K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,042 $553K 0.01% -1,581 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,043 $553K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,028 $552K 0.54% +4,400 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,024 $551K 0.02% +24 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,017 $550K 0.14% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 5,013 $550K 0.42% -5,185 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,999 $548K 0.13% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,982 $547K 0.17% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,925 $540K 0.03% +11 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,914 $539K 0.2% -1 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,884 $536K 0.08% +2,284 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,877 $535K 0.15% +6 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,863 $534K 0.04% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,858 $533K 0.26% -50 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,828 $530K 0.03% +863 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,819 $528K 0.03% -206 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,814 $528K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,793 $526K 0.03% -287 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,769 $523K 0.04% +29 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,751 $521K 0.02% -174 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,750 $521K 0.09% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,735 $519K 0.16% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,727 $519K 0.02% +6 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,714 $517K 0.01% -114 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,713 $517K 0.01% -669 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,708 $516K 0.09% -78 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,682 $514K 0.19% -537 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,669 $512K 0.35% +895 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,659 $511K 0.01% +416 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,632 $508K 0.04% +27 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,628 $508K 0.01% +600 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,622 $507K 0.08% -121 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,605 $505K 0.15% -114 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,584 $503K 0.05% -1,659 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,584 $503K 0.03% +43 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,564 $501K 0.02% +477 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,541 $498K 0.04% -77 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,537 $498K 0.02% -586 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,525 $496K 0.08% -453 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,522 $496K 0.16% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,521 $496K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,520 $496K 0.12% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,512 $495K 0.15% +127 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,505 $494K 0.02% -57 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,500 $494K 0.48% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,496 $493K 0.63% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,297 $493K 0.01% +886 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,485 $492K 0.1% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,479 $491K 0.31% 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,475 $491K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,471 $490K 0.05% +63 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,468 $490K 0.02% -32 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,454 $489K 0.02% -2,497 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,443 $487K 0.02% +83 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,431 $486K 0.01% -7,493 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,417 $485K 0.01% -73,768 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,408 $484K 0.22% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 4,215 $483K 7.98% +21 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,400 $483K 0.15% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,398 $483K 0.1% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 4,385 $481K 0.12% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,367 $479K 0.05% -164 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,361 $478K 0.14% +21 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,337 $476K 0.11% -65 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,337 $476K 0.04% -50 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,334 $475K 0.15% -229 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,310 $473K 0.11% -4,568 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,304 $472K 0.02% +369 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,303 $472K 0.03% +32 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,300 $472K 0.12% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,291 $471K 0.02% -32 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,270 $468K 0.05% +9 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,153 $467K 0.05% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,246 $466K 0.12% +3 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,235 $465K 0.13% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 4,225 $464K 0.15% +31 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,044 $463K 0.01% +1,498 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,200 $461K 0.01% 0 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,198 $461K 0.24% -22 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,176 $458K 0.04% +395 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,169 $457K 0.18% +3 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,122 $452K 0.21% -73 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,112 $451K 0.03% -890 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,103 $450K 0.1% -933 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,089 $449K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,084 $448K 0.06% -119 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,055 $445K 0.05% -1,204 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,046 $444K 0.04% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,025 $442K 0.01% -179 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,025 $442K 0.02% -881 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,013 $440K 0.02% +1 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,000 $439K 0.18% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,000 $439K <0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 4,000 $439K 0.08% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,000 $439K 0.26% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,997 $439K 0.03% -126 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 3,991 $438K 0.48% +4 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,989 $438K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,965 $435K 0.04% -75 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,935 $432K 0.18% +107 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,932 $431K 0.03% -274 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,678 $430K 0.3% +3 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,900 $428K 0.03% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,900 $428K 0.2% -1,457 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,885 $426K 0.09% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,711 $426K 0.07% -275 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,666 $425K 0.03% +212 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,872 $425K 0.33% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,870 $425K 0.04% +1,330 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,865 $424K 0.65% -153 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,865 $424K 0.08% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,850 $422K 0.07% +6 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,840 $421K 0.04% -34 13F-HR Timeline American Trust More: the full row for American Trust 3,824 $420K 0.04% -128 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,819 $419K 0.03% +15 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,810 $418K 0.01% +205 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,806 $418K 0.01% +1,475 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,622 $417K 0.02% -1 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,788 $416K 0.16% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,770 $414K 0.02% -14 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,762 $413K 0.01% -868 13F-HR Timeline