Dodge & Cox More: the full row for Dodge & Cox 14,282 $3.72M <0.01% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 14,271 $3.72M 1.85% +7,277 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 14,267 $3.72M 1.46% 0 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,253 $3.71M 1.86% -380 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 14,245 $3.71M 2.95% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,491 $3.71M 0.31% +153 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 14,129 $3.71M -1,337 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,202 $3.7M 0.96% -225 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 14,187 $3.7M 0.23% -3,071 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 14,177 $3.69M -95,917 Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 14,172 $3.69M 0.53% -13 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 14,157 $3.69M 0.23% new 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 14,157 $3.69M 0.68% +623 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,142 $3.69M 0.49% -338 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 14,140 $3.69M 0.07% -100 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 14,126 $3.68M 0.18% +371 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 14,122 $3.68M 0.4% +23 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 14,120 $3.68M 0.24% -920 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,097 $3.67M 0.06% +202 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,087 $3.67M 0.07% +205 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 14,021 $3.65M 0.95% +175 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 13,975 $3.64M 1.22% +132 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,945 $3.63M 0.23% +11,801 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,941 $3.63M 1.49% -14 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,927 $3.63M 0.49% -259 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,915 $3.63M 0.15% -888 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,290 $3.63M 0.2% -321 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 13,900 $3.62M 2.48% -2,763 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 13,864 $3.61M 0.08% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 13,838 $3.61M 0.27% +1,417 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,800 $3.6M 0.1% -244,847 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,764 $3.59M 0.1% -122 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 13,752 $3.58M 2.04% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 13,658 $3.56M 0.07% -197 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,647 $3.56M 0.42% +399 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,647 $3.56M 0.44% +128 13F-HR Timeline Group Gifford Fong Associates More: the full row for Gifford Fong Associates 13,609 $3.55M 0.87% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,590 $3.54M 0.07% -896 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 13,581 $3.54M 0.96% -2,340 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 11,892 $3.53M 0.94% +1,107 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 13,548 $3.53M 0.82% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,485 $3.51M 0.14% +318 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,479 $3.51M 0.37% +280 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 13,350 $3.48M 0.1% +250 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,314 $3.47M 0.09% +329 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,313 $3.47M 0.1% +416 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,307 $3.47M 0.28% +363 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,280 $3.46M 0.71% +2,762 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 13,232 $3.45M 1.16% +310 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 13,217 $3.44M 1.2% -148 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,164 $3.43M 0.49% -767 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 12,963 $3.43M 1.16% +134 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,132 $3.42M 0.1% +2,740 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 13,095 $3.41M 2.11% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 13,092 $3.41M 0.16% +3,444 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,048 $3.4M 0.12% -139 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 13,035 $3.4M 1.64% -15 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 13,017 $3.39M 1.75% -120 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,001 $3.39M 1.37% -191 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,983 $3.38M 0.64% -2,375 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,978 $3.38M 0.87% +721 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,973 $3.38M 0.53% +1,074 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 12,966 $3.38M 1.28% -336 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 12,828 $3.34M 1.22% +998 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 12,808 $3.34M -53,391 Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 12,800 $3.34M 2.43% +818 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,788 $3.33M 0.2% -112 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,783 $3.33M 0.11% +18 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,767 $3.33M 0.81% -98 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 12,746 $3.32M 0.15% +5,848 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 12,648 $3.3M 2.14% +356 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,631 $3.29M 0.32% -276 13F-HR Timeline Group SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 12,550 $3.27M 2.18% +5,460 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 12,529 $3.27M 0.65% -416 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,515 $3.26M 0.2% -251 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,760 $3.26M 0.2% +1,638 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 12,476 $3.25M 0.46% -365 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,475 $3.25M 0.19% +50 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 12,445 $3.24M 0.11% -140 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,392 $3.23M 0.15% +3,659 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 12,390 $3.23M 0.69% +114 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 12,382 $3.23M 0.16% +2,748 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,324 $3.21M 0.35% 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 12,311 $3.21M 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,297 $3.21M 0.4% -94 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,289 $3.2M 0.15% -12,684 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,287 $3.2M 0.03% +52 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,261 $3.2M 0.12% +52 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,253 $3.19M 0.17% -476 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 12,230 $3.19M 0.06% -501 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 12,213 $3.18M 0.28% -587 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 12,159 $3.17M 2.31% +1,230 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,160 $3.17M 0.57% -1,374 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 12,134 $3.16M 0.47% -725 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 12,118 $3.16M 1.59% -230 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,085 $3.15M -164 Timeline JB Capital LLC More: the full row for JB Capital LLC 12,068 $3.15M 0.18% +528 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,993 $3.13M 0.23% -229 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 11,975 $3.12M 0.02% -3,064 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,905 $3.1M 0.09% -779 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,903 $3.1M 0.86% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,828 $3.08M 0.04% -1,265 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 11,805 $3.08M 0.35% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 11,801 $3.08M 1.28% -49 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 11,780 $3.07M 0.4% -250 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,770 $3.07M 0.22% -198 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 11,712 $3.05M 0.13% +285 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 11,695 $3.05M 0.23% -1,364 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 11,674 $3.04M 0.01% -192 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 11,649 $3.04M 1.29% +42 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 11,626 $3.03M 0.38% +166 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,618 $3.03M 0.28% -60 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 11,547 $3.01M 0.3% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,473 $2.99M 0.16% -1,036 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 11,465 $2.99M 0.81% -149 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 11,464 $2.99M 1.85% +78 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11,453 $2.99M 0.59% +193 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,451 $2.98M 1.19% +62 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,448 $2.98M 0.22% -64 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 11,446 $2.98M 0.18% +374 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 11,428 $2.98M 1% -779 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 11,424 $2.98M 1.36% +313 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,413 $2.97M 0.32% -187 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 11,285 $2.94M 1.95% +1,644 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 11,278 $2.94M 1.19% -2,025 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 11,274 $2.94M 0.4% -14 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,208 $2.92M 0.22% +463 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,184 $2.91M 0.25% -110,951 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 11,179 $2.91M 1.21% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,156 $2.91M 0.14% +5,129 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,145 $2.9M 0.23% -5,808 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 11,107 $2.89M 0.74% +371 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,100 $2.89M 0.26% +260 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 11,012 $2.87M 0.05% -7,705 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,981 $2.86M 1.74% -477 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 10,957 $2.86M 1.29% -426 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,935 $2.85M 0.51% -232 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,931 $2.85M 0.08% -1,434 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,928 $2.85M 0.15% +886 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 10,927 $2.85M 0.92% +307 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 10,923 $2.85M 0.37% -677 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 10,845 $2.83M 1.15% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,804 $2.82M 0.05% +5,473 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 10,796 $2.81M 0.39% -4,378 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,850 $2.81M 1.51% -712 13F-HR/A Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,772 $2.81M 0.74% -10 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 8,967 $2.8M 1.76% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,739 $2.8M 0.37% -150 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,659 $2.78M 0.2% -501 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,658 $2.78M 0.01% -44,701 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 10,645 $2.77M 1.77% +23 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 10,635 $2.77M 0.92% -1,922 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,635 $2.77M 0.39% -84 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 10,630 $2.77M 2.81% -1,350 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 10,600 $2.76M 1.75% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,577 $2.76M 0.12% -324 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,566 $2.75M 0.1% +2,018 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,516 $2.74M 0.07% -3,500 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,514 $2.74M 1.4% -490 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,494 $2.74M 0.59% +222 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,485 $2.73M 0.05% -30 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,476 $2.73M 1.5% -43 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,463 $2.73M 0.06% -1,896 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 10,452 $2.72M 1.01% +610 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,449 $2.72M 0.02% -1,462 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 10,436 $2.72M 0.57% -165 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 10,416 $2.71M 1.47% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,404 $2.71M 1.59% +221 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,472 $2.7M 0.13% -2,629 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,341 $2.7M 0.08% -489 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,299 $2.68M 0.29% +29 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 10,295 $2.68M 1.38% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,291 $2.68M 0.09% -954 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,249 $2.67M 0.32% -176 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,220 $2.66M 0.34% +38 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,184 $2.65M 0.9% +116 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,172 $2.65M 0.11% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,678 $2.65M 0.15% +31 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 10,153 $2.65M 1.78% +10 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,113 $2.64M 0.21% +1 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,112 $2.64M 0.15% -5,273 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,104 $2.63M 0.09% +7,089 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 10,101 $2.63M 0.31% 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 10,100 $2.63M 1.94% 0 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 10,078 $2.62M 0.07% -79 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,047 $2.62M 0.55% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,042 $2.62M 0.09% -828 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,026 $2.61M 0.25% +157 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 10,049 $2.61M 0.05% +5,219 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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