INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,353 $687K 0.22% -131 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,338 $683K 0.02% +2,501 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,337 $683K 0.03% +1,473 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,314 $679K 0.04% +316 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,301 $676K 0.27% +400 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,287 $673K 0.16% +46 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,273 $670K 0.04% -87 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,271 $670K 0.35% +141 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,252 $666K 0.05% -171 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,248 $665K 0.35% +8 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,241 $664K 0.14% -707 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,234 $662K 0.18% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,213 $658K 0.16% +560 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,100 $656K 0.13% -466 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,203 $656K 0.22% +41 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,183 $652K 0.04% -160 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,178 $651K 0.04% +288 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,168 $649K 0.04% +420 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,151 $645K 0.05% -225 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,145 $644K 0.02% +709 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,142 $643K 0.06% -293 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,124 $640K 0.09% -71 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,123 $639K 0.22% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,100 $635K 0.39% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,092 $633K 0.02% -3 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,748 $633K 0.22% +1,084 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,088 $632K 0.06% -13 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,075 $630K 0.13% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,074 $629K <0.01% +1,851 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,061 $627K 0.15% -680 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,060 $626K 0.19% -85 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,058 $626K 0.17% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,050 $624K 0.04% 0 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,791 $624K 0.07% -40 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,047 $624K 0.12% -226 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,047 $624K 0.39% -1,816 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,033 $621K 0.4% +7 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,026 $620K 0.04% -300 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,363 $616K 0.03% -2,258 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,006 $615K 0.1% -26 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,005 $615K 0.02% -235 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,005 $615K 0.4% +52 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,001 $614K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,000 $614K 0.28% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,992 $613K 0.13% -65 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,984 $611K 0.07% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,981 $610K 0.09% -16 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,965 $607K 0.17% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,946 $603K 0.12% +17 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,946 $603K 0.13% +20 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,945 $603K 0.09% +262 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,942 $602K 0.07% +250 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,931 $600K 0.02% +34 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,569 $600K 0.27% -860 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,929 $600K 0.26% -143 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,923 $598K 0.03% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,922 $598K 0.01% +444 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,922 $598K 0.02% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,916 $597K 0.15% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,907 $595K 0.07% -328 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,900 $594K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,896 $593K 0.1% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,896 $593K 0.02% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,893 $592K 0.06% +219 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,893 $592K 0.11% +2,892 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,871 $588K 0.07% +1 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,867 $587K 0.09% -1,274 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,868 $587K 0.06% +3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,863 $586K 0.59% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,850 $584K 0.47% -900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,847 $583K 0.09% +164 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,840 $581K 0.1% +692 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,840 $581K 0.05% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,824 $578K 0.08% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,823 $578K 0.15% +714 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,821 $578K 0.06% -16 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,807 $575K 0.48% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,800 $573K 0.42% -250 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 2,800 $573K 0.04% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,798 $573K 0.02% +4 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,795 $572K 0.07% +125 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,787 $571K 0.07% new 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 2,591 $569K 0.17% +340 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,776 $568K 0.04% +1,830 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,772 $567K 0.05% +1 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,771 $567K 0.12% +5 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,766 $566K 0.09% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,766 $566K 0.04% -9 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,763 $566K 0.5% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,758 $565K 0.06% +403 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,741 $561K 0.15% +997 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,726 $558K 0.11% -769 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,725 $558K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,397 $558K 0.05% -922 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,720 $557K <0.01% new 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,719 $557K 0.18% +128 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,713 $555K 0.1% -130 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,710 $555K 0.18% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,709 $555K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,706 $554K 0.1% -57 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,683 $549K 0.23% -664 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,678 $548K <0.01% +56 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,678 $548K 0.12% +151 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,677 $548K 0.13% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,677 $548K 0.03% -496 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,675 $548K 0.03% -13 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,670 $547K 0.03% +1,150 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,652 $543K 0.2% -200 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,719 $542K 0.09% +2,236 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,644 $541K 0.06% -705 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,641 $541K 0.11% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,635 $539K 0.43% -165 13F-HR/A Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,631 $539K 0.26% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,630 $538K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,625 $537K 0.01% +366 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,600 $532K 0.08% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,583 $529K 0.08% +57 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,574 $527K 0.22% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,570 $526K 0.16% +18 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,571 $526K 0.13% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,563 $525K 0.18% -151 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,561 $524K 0.19% -51 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,558 $524K 0.14% +205 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,554 $523K 0.09% -5,465 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,545 $521K 0.09% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,538 $520K 0.08% -32 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,537 $519K 0.04% +11 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,525 $517K 0.23% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,525 $517K 0.07% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,515 $515K 0.14% +388 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,500 $512K 0.14% -725 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,487 $509K 0.27% -681 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,486 $509K 0.1% +397 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,471 $506K 0.1% -19 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,465 $505K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,463 $504K 0.08% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,262 $502K 0.05% +419 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,440 $500K 0.24% +565 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,436 $499K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,432 $498K 0.27% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,431 $498K 0.07% -5 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,719 $498K 0.4% -135 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,426 $497K 0.06% -751 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,418 $495K 0.3% +39 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,420 $495K 0.01% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,417 $495K 0.2% +179 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,688 $494K 0.04% +176 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,411 $494K 0.05% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,398 $491K 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,392 $490K 0.19% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,392 $490K 0.04% -22 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,387 $488K 0.03% -658 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,384 $488K 0.01% +5 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,383 $488K 0.07% +207 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,379 $487K 0.06% -23,743 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,383 $487K 0.03% -9,081 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,378 $487K 0.05% +2 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,365 $484K 0.03% -463 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,358 $483K 0.09% -188 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,345 $480K 0.18% -5 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,345 $480K 0.27% -12 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,344 $480K 0.25% +600 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,342 $480K 0.09% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,323 $476K 0.29% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,317 $474K 0.03% +359 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,317 $474K 0.35% -197 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,309 $473K 0.06% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,298 $470K 0.32% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,295 $470K 0.02% +138 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,294 $470K 0.04% -12 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,292 $469K 0.08% +10 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,290 $469K 0.09% +73 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,283 $467K 0.29% -17 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,283 $467K 0.21% -13 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,273 $465K 0.22% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,273 $465K 0.06% +25 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,258 $462K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,247 $460K 0.02% +379 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,243 $459K +601 Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,237 $458K 0.1% +434 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,225 $456K 0.29% +77 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,213 $453K 0.23% -150 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,201 $451K 0.31% -54 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,200 $450K <0.01% 0 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,200 $450K 0.35% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,200 $450K 0.02% -7,314 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,197 $450K 0.01% +83 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,196 $450K 0.12% -1,100 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,196 $450K 0.08% +979 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,178 $446K 0.04% +484 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,177 $446K 0.14% -35 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,181 $445K 0.01% +30 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,171 $445K 0.18% -505 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,169 $444K 0.06% -6 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,167 $444K 0.13% 0 13F-HR Timeline KLCM Advisors, Inc. 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