WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,275 $2.83M 0.29% -484 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,271 $2.83M 1.35% +2,330 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 10,267 $2.83M 1.09% +242 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,255 $2.82M 1.22% -4,170 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,205 $2.81M 1.63% +4,800 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,922 $2.81M 1.73% -221 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,178 $2.81M 0.22% +127 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 10,152 $2.8M 2.12% -1,095 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,145 $2.8M 0.22% +750 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 10,142 $2.8M 0.5% -7,331 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,191 $2.79M 0.45% +412 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 10,125 $2.79M 0.57% -13,267 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,125 $2.79M 0.31% -595 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10,107 $2.79M 1.14% +318 13F-HR/A Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 10,105 $2.79M 0.88% +541 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 10,099 $2.78M 2% +1,940 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,064 $2.77M 0.3% +735 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,053 $2.77M 0.67% -913 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,027 $2.76M 0.63% -1,054 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,010 $2.76M 0.01% -2,074 13F-HR Timeline Group Alight Capital Management LP More: the full row for Alight Capital Management LP 10,000 $2.76M 0.7% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 9,995 $2.76M 0.31% -1,123 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,977 $2.75M 0.34% +547 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,952 $2.74M 0.67% -77 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,919 $2.73M 0.23% +410 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,431 $2.73M 2.38% +643 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 9,887 $2.73M 0.23% +380 13F-HR/A Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 9,859 $2.72M 1.06% +1,714 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,824 $2.71M 0.57% +2,406 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 9,800 $2.7M 2.58% -3,000 13F-HR/A Timeline US Asset Management LLC More: the full row for US Asset Management LLC 9,768 $2.69M 2.33% +4,104 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,749 $2.69M 0.43% +3,617 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,735 $2.68M 1.27% -54 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,719 $2.68M 0.35% +25 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 9,700 $2.67M 0.18% +1,000 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 9,662 $2.66M 0.2% +17 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,636 $2.66M 0.21% +4,371 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,624 $2.65M 1.17% +63 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,617 $2.65M 1.09% -1,353 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,617 $2.65M 0.23% +3,875 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,606 $2.65M 0.52% +1,321 13F-HR Timeline American Trust More: the full row for American Trust 9,603 $2.65M 0.25% +4,023 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,600 $2.65M 1.36% +3,837 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,590 $2.64M 1.54% +2,750 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9,562 $2.64M 0.3% +477 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,534 $2.63M 0.82% +5,849 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,521 $2.62M 2.11% +708 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,520 $2.62M 1.08% -60 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 9,517 $2.62M 2.64% -55 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 9,505 $2.62M 1.97% -14,600 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,463 $2.61M 0.73% +131 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,459 $2.61M 0.17% -4,620 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,458 $2.61M 1.14% +5,770 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,437 $2.6M 0.13% -33 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,381 $2.59M 0.51% -7,517 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,683 $2.59M 0.96% -1,431 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 9,360 $2.58M 0.3% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,346 $2.58M 2.12% +266 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,324 $2.57M 0.92% +3,030 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,275 $2.56M 0.45% +2,829 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,268 $2.55M 0.11% -4,484 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,250 $2.55M 1.2% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,248 $2.55M 0.94% +926 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 9,238 $2.55M 1.28% +716 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,228 $2.54M 1.58% +565 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,222 $2.54M 1.24% -229 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,151 $2.52M 0.29% -42 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,150 $2.52M 0.55% +473 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 9,142 $2.52M 1.94% +50 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,140 $2.52M 0.33% +56 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,080 $2.5M 1.86% +700 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,079 $2.5M 2.48% -112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,053 $2.5M 0.86% -3,609 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,049 $2.49M 1.69% -183 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,040 $2.49M 1.34% +74 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,019 $2.49M 0.98% -480 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,837 $2.48M 1.16% 0 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 8,983 $2.48M 2.38% -1,699 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,985 $2.48M 0.15% -676 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,975 $2.47M 0.46% +360 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,957 $2.47M 0.92% -1,025 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,950 $2.47M 1.57% -9 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,928 $2.46M 0.8% -200 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,916 $2.46M 0.18% -144,430 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 8,882 $2.45M 0.53% +5,717 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,874 $2.45M 0.8% +29 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,868 $2.44M 0.33% +379 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,775 $2.44M 0.56% +423 13F-HR/A Timeline Apriem Advisors More: the full row for Apriem Advisors 8,859 $2.44M 0.26% -31 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,840 $2.44M 2.71% -881 13F-HR/A Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 8,835 $2.44M 2.09% +2,913 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,794 $2.42M 2.04% -78 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,783 $2.42M 0.3% -136 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,746 $2.41M 0.16% -803 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,727 $2.41M 1.28% +661 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,725 $2.41M 0.15% +772 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,709 $2.4M 0.54% -7,181 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,698 $2.4M 1.34% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,681 $2.39M 0.63% +874 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,677 $2.39M 0.47% +173 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 8,652 $2.38M 0.33% -187 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,638 $2.38M 1.46% +6,892 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,619 $2.38M 0.23% +2,989 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,616 $2.38M 0.29% +1,567 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,616 $2.38M 0.34% +742 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,604 $2.37M 0.77% +1,767 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,599 $2.37M 0.03% +6,051 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,591 $2.37M 2.05% +650 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,577 $2.36M 0.77% -6 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,566 $2.36M 1% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,565 $2.36M 0.15% +3,530 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 8,554 $2.36M 0.5% +2,001 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,554 $2.36M 0.11% +2,720 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 8,524 $2.35M 1.51% -222 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,511 $2.35M 0.81% +777 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,507 $2.34M +791 Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 8,483 $2.34M 0.3% -2,515 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,481 $2.34M 0.05% -777 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,469 $2.33M 1.33% +1,246 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,466 $2.33M 0.24% +670 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 8,453 $2.33M 0.44% -3,791 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 8,444 $2.33M 1.03% +1,369 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,430 $2.32M 0.33% +188 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 8,402 $2.32M 1.55% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,398 $2.31M 0.53% +241 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 8,395 $2.31M 1.06% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,371 $2.31M 0.98% +71 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,366 $2.31M 0.22% -192 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,348 $2.3M 0.36% +1,204 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,339 $2.3M 1.42% +167 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,323 $2.29M 1.38% +640 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,310 $2.29M 0.63% -21 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,270 $2.28M 1.58% +4,766 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 8,259 $2.28M 0.48% +2,370 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,244 $2.27M 0.72% -4,736 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,216 $2.26M 0.47% -1,521 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,213 $2.26M 0.62% +309 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,211 $2.26M 0.9% -20 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,209 $2.26M 0.84% +88 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,205 $2.26M 0.96% +5,247 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 8,196 $2.26M 0.41% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 8,194 $2.26M 0.75% +182 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,166 $2.25M 1.68% -89 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,153 $2.25M 0.19% -64 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,140 $2.24M 0.78% -255 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,139 $2.24M 0.05% +126 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,135 $2.24M 0.79% -118 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 8,295 $2.24M 4.8% +4,000 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,118 $2.24M 0.55% -4,387 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,112 $2.24M 0.43% +75 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 8,099 $2.23M 0.62% +1,699 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,098 $2.23M 1.03% +908 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,086 $2.23M 0.27% -119 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,085 $2.23M 2.03% -711 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 8,067 $2.22M 1.05% +5,753 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,055 $2.22M 1.06% +68 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 8,045 $2.22M 2.08% +47 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,042 $2.22M 1.87% +224 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,019 $2.21M 0.56% +914 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,003 $2.21M 1.67% +16 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 8,000 $2.21M 0.5% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,999 $2.2M 0.21% +1,156 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,992 $2.2M 0.49% -154 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,967 $2.2M 0.1% -24 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,964 $2.2M 0.76% +57 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 7,950 $2.19M 0.64% -497 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,948 $2.19M 0.4% +1,703 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,938 $2.19M 0.56% +60 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 7,907 $2.18M 1.5% +2,609 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,896 $2.18M 0.99% +898 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,863 $2.17M 0.13% +241 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,856 $2.17M 0.72% +865 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,838 $2.16M 0.36% -499 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 12,870 $2.15M 0.85% 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,791 $2.15M 0.82% -28 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,787 $2.15M 2.1% -116 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,753 $2.14M 0.53% +1,134 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,744 $2.13M 0.16% -729 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,693 $2.12M 0.32% +9 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,673 $2.12M 1.24% -329 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 7,674 $2.12M 1.06% +7,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,649 $2.11M 0.75% -649 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 7,645 $2.11M 1.14% +3,000 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,617 $2.1M 0.49% -1,226 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,610 $2.1M 0.26% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,604 $2.1M 0.64% -1,040 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,601 $2.1M 0.78% -990 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,598 $2.09M 0.12% -534 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 7,910 $2.09M 1.11% +24 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,598 $2.09M 0.69% -526 13F-HR Timeline VAN STRUM & TOWNE INC. 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