Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,232 $1.06M 0.06% +1,105 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,152 $1.05M 0.31% +2,010 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 6,085 $1.04M 0.04% +285 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,923 $1.01M 0.03% +1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,873 $1M 0.14% -80 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,867 $1M 0.21% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,783 $987K 0.03% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,682 $970K 0.01% +2,976 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,628 $961K 0.02% new 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,600 $956K 0.19% +150 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,590 $954K 0.09% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,565 $950K 0.29% -150 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,515 $942K 0.24% +2,046 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 5,480 $936K 0.38% -103 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 5,416 $925K 0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,378 $918K 0.02% -298 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,372 $917K 0.01% -82 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,357 $915K 0.28% +1,430 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,325 $909K 0.05% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 5,321 $909K 0.03% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,308 $906K 0.08% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,277 $901K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,275 $901K 0.14% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,260 $898K 0.06% +3,973 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 5,160 $881K 0.11% -200 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,132 $876K 0.01% +972 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,114 $873K 0.15% -2,215 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,064 $865K 0.13% -13,077 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 5,057 $863K 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,985 $851K 0.15% +37 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,978 $850K 0.01% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,962 $847K 0.04% +55 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,945 $844K 0.01% +4,816 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,856 $829K 0.31% +53 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,812 $822K 0.04% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,907 $815K <0.01% -1,615 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,735 $809K 0.34% -303 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,683 $800K 0.14% +11 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,605 $786K <0.01% -1,230 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,602 $786K 0.13% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,602 $786K 0.57% -460 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,551 $777K 0.02% -182 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,519 $772K 0.03% +500 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,479 $765K 0.01% +384 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,465 $762K 0.44% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,459 $761K <0.01% 0 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,433 $757K 0.01% +1,458 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,411 $753K 0.04% +219 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,332 $740K 0.19% -23 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,329 $739K 0.05% +809 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,306 $735K 0.05% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,266 $728K 0.1% +27 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,271 $728K 0.06% -770 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,250 $726K 0.01% +246 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,244 $725K 0.01% +735 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,135 $706K 0.09% +125 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,122 $704K +295 Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,100 $700K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,023 $687K 0.01% +53 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,016 $686K 0.03% +194 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,951 $675K 0.08% +705 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,930 $671K <0.01% +274 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,900 $666K 0.02% -399 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,900 $666K 0.05% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,891 $664K 0.06% +193 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,888 $664K 0.01% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,883 $663K 0.03% -174 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,852 $658K 0.02% -142 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,826 $653K 0.02% +1,361 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,772 $644K 0.04% +46 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,718 $635K 0.01% -27 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,700 $632K 0.12% +300 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,690 $630K 0.12% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,665 $626K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,630 $620K 0.25% -95 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T⦠More: the full row for Tower Research Capital LLC (TRC) 3,620 $618K 0.02% -6,792 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,525 $602K 0.1% +986 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,457 $590K 0.06% -3,457 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,311 $581K 0.13% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,401 $581K <0.01% +494 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,386 $578K 0.02% -427 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,351 $572K 0.04% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,330 $569K 0.2% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,317 $566K 0.11% -276 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,291 $562K <0.01% +609 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,267 $558K 0.19% -220 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,263 $557K 0.01% +75 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,222 $550K 0.02% -331 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,197 $546K 0.03% -116 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,178 $543K 0.1% +70 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,127 $534K <0.01% -17 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,108 $531K <0.01% +33 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,105 $530K 0.01% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,093 $528K 0.01% -109 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,085 $527K 0.03% new 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,073 $525K 0.01% +2,605 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,007 $513K 0.18% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,995 $511K 0.03% +877 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,966 $506K 0.01% +220 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,963 $506K 0.02% +733 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,893 $505K 0.08% -43 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,935 $501K 0.1% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,930 $500K 0.01% -72 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,825 $492K 0.17% -428 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,871 $490K 0.03% -171 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,⦠More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,864 $489K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,843 $485K 0.02% +137 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,839 $485K 0.03% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,858 $485K 0.02% +1,440 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,824 $482K 0.08% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,813 $480K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,782 $475K 0.06% -115 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,780 $475K 0.18% +5 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,772 $473K 0.05% -436 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,755 $470K 0.08% +2 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,738 $468K 0.06% -71 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,716 $464K 0.02% -40 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,715 $464K 0.03% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,686 $459K <0.01% -860 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,656 $454K 0.02% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,633 $450K 0.1% +1,302 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,620 $447K 0.02% -51 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,605 $445K 0.05% +79 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,590 $442K 0.25% +13 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,569 $439K <0.01% +115 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen⦠More: the full row for STEPHENS INC /AR/ 2,552 $436K 0.01% +7 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,508 $428K 0.01% -1,681 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,486 $424K 0.08% -17 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,474 $422K 0.01% +74 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,443 $417K 0.03% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,436 $416K <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L⦠group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,423 $414K +60 Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,422 $414K 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,380 $406K 0.08% +73 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,370 $405K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,371 $404K 0.01% -4 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,⦠More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,352 $402K 0.01% +15 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,343 $400K 0.01% -265 13F-HR/A Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,931 $397K 0.04% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,326 $397K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,312 $395K 0.01% +633 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,284 $390K 0.02% +839 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,175 $390K 0.19% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,259 $386K 0.01% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,247 $384K 0.02% -749 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,231 $381K 0.02% +48 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,227 $380K 0.02% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,211 $378K 0.02% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,206 $377K 0.08% -9,403 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,189 $374K 0.01% +103 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,185 $373K 0.02% +100 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,175 $371K 0.13% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,162 $369K 0.06% 0 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,158 $369K 0.12% +48 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,146 $366K <0.01% +176 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,146 $366K 0.01% +40 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,120 $362K 0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,116 $361K 0.01% -114 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,102 $359K 0.01% +7 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,098 $358K 0.04% +11 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,090 $357K 0.01% +91 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,062 $352K 0.02% +185 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,055 $351K 0.01% -1,949 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,033 $351K 0.01% -248 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,054 $351K 0.01% +22 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,049 $350K 0.08% -2,074 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,040 $348K 0.02% +401 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,038 $348K 0.01% +156 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,033 $347K 0.28% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,031 $345K 0.1% -666 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,009 $343K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,987 $339K 0.01% +13 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,986 $339K 0.01% +141 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,985 $339K 0.22% +10 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,975 $337K 0.08% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,975 $337K 0.06% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,968 $336K 0.13% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,956 $334K 0.26% -3,672 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,916 $327K 0.08% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,901 $325K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,885 $322K 0.02% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,311 $322K 0.06% +781 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,879 $321K 0.05% +463 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,873 $320K 0.01% -159 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,857 $317K 0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,785 $312K 0.06% -225 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,824 $311K 0.01% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,815 $310K <0.01% 0 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,813 $310K 0.06% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,796 $305K 0.02% +1,345 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,780 $304K 0.07% -4 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,770 $302K 0.01% -564 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,755 $300K <0.01% +175 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,745 $298K 0.13% +138 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,740 $297K 0.03% -1,140 13F-HR/A Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,715 $293K 0.08% -14 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,704 $291K 0.04% -46 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,702 $291K 0.02% 0 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,700 $290K 0.24% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,700 $290K 0.01% -1 13F-HR Timeline