OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,473 $1.24M 0.02% -213 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,412 $1.23M <0.01% +1,024 13F-HR Timeline United Bank More: the full row for United Bank 6,409 $1.23M 0.43% -79 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,377 $1.23M 0.38% +285 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,368 $1.22M 0.39% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,356 $1.22M 0.06% +169 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,352 $1.22M 0.23% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,352 $1.22M 0.03% -193 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,331 $1.22M 0.17% +690 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,308 $1.21M 0.04% +3,970 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,302 $1.21M 0.19% -325 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,292 $1.21M 0.05% -83 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,281 $1.21M 0.04% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 6,274 $1.21M 0.02% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,268 $1.21M 0.26% -1,920 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,243 $1.2M 0.06% +1,397 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,174 $1.2M 0.05% -456 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,222 $1.2M 0.04% +136 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,259 $1.19M 0.03% -1,703 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,140 $1.18M 0.2% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 6,138 $1.18M 0.52% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,134 $1.18M 0.02% -1,470 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,048 $1.17M 0.03% +609 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,087 $1.17M 0.36% +143 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,054 $1.16M 0.01% -68 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,049 $1.16M 0.1% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,012 $1.16M 0.27% +88 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 6,000 $1.15M 0.07% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,998 $1.15M 0.19% -25 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,975 $1.15M 0.66% +40 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,968 $1.15M 0.48% -132 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,953 $1.14M 0.04% -750 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,914 $1.14M 0.02% +4,177 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 5,897 $1.14M 0.14% -16 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,877 $1.13M 0.46% -289 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,871 $1.13M 0.31% -6,017 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,840 $1.12M 0.03% -536 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,836 $1.12M 0.35% -134 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,760 $1.12M 0.02% -2,002 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,792 $1.11M 0.16% -31 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,790 $1.11M 0.09% +2,325 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,782 $1.11M 0.24% +688 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,732 $1.1M 0.02% -976 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,645 $1.09M 0.73% +22 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,555 $1.07M 0.11% -13,042 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,519 $1.06M 0.1% +11 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,494 $1.06M 0.15% +352 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,480 $1.05M 0.03% -48 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,456 $1.05M 0.47% +120 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,450 $1.05M 0.08% +190 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,389 $1.05M 0.04% +379 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,429 $1.04M 0.11% -1,790 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,818 $1.04M 0.04% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,412 $1.04M 0.06% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,327 $1.02M 0.19% +293 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,322 $1.02M 0.4% -466 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,321 $1.02M 0.71% -1,094 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,318 $1.02M 0.03% +147 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,302 $1.02M 0.02% -627 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,300 $1.02M 0.23% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 5,296 $1.02M 0.02% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,278 $1.02M 0.02% -195 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,267 $1.01M 0.01% +5,180 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,262 $1.01M 0.18% -212 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,190 $998K 0.08% -5,705 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,174 $995K 0.07% +1,243 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,132 $987K 0.01% -92 13F-HR/A Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,552 $981K -1,157 Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,066 $974K 0.1% -280 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,060 $973K 0.13% +119 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $962K 0.25% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,000 $962K 0.65% -72 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,989 $959K 0.02% -820 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,976 $957K 0.1% -21 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,968 $955K 0.02% +15 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,963 $954K 0.02% -30 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,953 $953K 0.42% -427 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,945 $951K 0.21% +240 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,941 $950K 0.1% +372 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,896 $942K 0.1% -187 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,895 $941K 0.05% -17,326 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,846 $932K 0.06% -2,416 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,843 $931K 0.06% -79 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,814 $926K 0.05% +861 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,805 $924K 0.55% +308 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 4,800 $923K 2.73% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,781 $919K 0.66% +20 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,746 $913K 0.24% +126 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,689 $912K 0.03% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,707 $905K 0.02% +126 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,708 $905K 0.06% +37 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,700 $904K 0.08% -30,400 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,691 $902K 0.01% -1,475 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,679 $900K 0.06% -864 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,675 $899K 0.07% -648 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,650 $894K 0.29% +216 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,646 $894K 0.13% -7,613 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,641 $893K 0.19% -212 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,633 $891K 0.13% +2,427 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,623 $889K 0.02% -483 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,615 $888K 0.03% +1,639 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,606 $886K 0.28% -294 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,595 $884K 0.13% 0 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 4,593 $883K 0.44% +85 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,579 $881K 0.09% +1,345 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,538 $880K 0.06% +4,245 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,568 $879K 0.06% -2,279 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,562 $877K 0.01% +11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,549 $875K 0.08% -217 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,802 $866K 0.31% -62 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,490 $864K 0.02% -7,182 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,481 $862K 0.12% +231 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,481 $862K 0.11% -112 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,473 $860K 0.01% +4,471 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,470 $860K 0.7% +490 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,873 $856K 0.13% -117 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,683 $856K 0.14% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,409 $848K 0.06% -105 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 4,400 $846K 0.08% -240 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,392 $845K 0.01% -319 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,385 $843K 0.15% -5,366 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,374 $841K 0.21% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,371 $841K 0.06% -261 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,359 $838K 0.04% -468 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,354 $837K 0.32% -145 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,339 $835K 0.06% -113 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,334 $834K 0.19% -586 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,333 $833K 0.06% +64 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,322 $831K 0.03% -338 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,300 $827K 0.03% +245 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,254 $825K 0.12% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,274 $822K 0.37% -8 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,288 $821K 0.24% +47 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,255 $818K 0.24% -425 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,249 $817K 0.05% -9 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,241 $816K 0.1% -366 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,238 $815K 0.01% -1,334 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,232 $814K 0.05% -149 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,226 $813K 0.06% -255 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,223 $812K 0.1% +51 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 4,216 $811K 0.56% -575 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,203 $808K 0.04% +2,417 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,180 $804K -77 Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,167 $801K 0.25% +3 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,164 $801K 0.02% -61,103 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,159 $800K -608 Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,155 $799K 0.1% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,141 $788K 0.02% +41 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,094 $787K 0.01% +775 13F-HR/A Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,093 $787K 0.06% +61 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,092 $787K 0.01% +4 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,078 $784K 0.05% -21 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,055 $780K 0.09% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,035 $776K 0.04% -11,120 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,033 $776K 0.61% -713 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,017 $773K 0.24% +36 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,012 $772K 0.61% +1,571 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,010 $771K 0.04% -1,036 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,930 $756K 0.12% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,900 $750K 0.05% +500 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,883 $747K 0.43% +96 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,905 $743K 0.05% -221 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,850 $740K 0.59% -17 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,830 $737K 0.11% -209 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,826 $736K 0.14% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,822 $735K 0.11% -27 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,819 $734K 0.03% -191 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,797 $730K 0.09% -289 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,796 $730K 0.54% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,923 $728K 0.08% -360 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,775 $726K 0.01% -316 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,924 $726K 0.23% +112 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,755 $722K 0.1% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,748 $721K 0.04% -1,712 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,717 $715K 0.08% -348 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,713 $714K 0.16% -10 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,710 $714K 0.04% -148 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,686 $709K 0.26% -66 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,682 $708K 0.07% -2,313 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,672 $706K 0.14% -46 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,672 $706K 0.03% -12,842 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,667 $705K 0.21% -3,637 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,660 $704K 0.03% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,653 $703K 0.46% -159 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,649 $702K 0.09% -47 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,644 $701K 0.04% -1,620 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,632 $698K 0.1% -21 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,606 $694K 0.29% -90 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 3,954 $693K 0.05% 0 13F-HR Timeline American Investment Services, Inc. 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