L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 75 $278K 0.03% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75 $278K 0.02% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 75 $278K 0.04% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 75 $278K 0.05% +3 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 75 $278K 0.03% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 75 $278K 0.07% -7 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75 $278K 0.1% 0 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 74 $276K <0.01% +5 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 74 $275K 0.05% -4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 74 $275K 0.01% -9 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 74 $275K 0.03% +6 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 74 $275K 0.04% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 74 $274K 0.04% -524 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 73 $271K <0.01% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 73 $271K 0.13% -14 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 73 $271K 0.03% -16 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 72 $267K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 72 $267K 0.01% +3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 72 $267K 0.02% +4 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 72 $267K 0.01% -20 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 72 $267K 0.08% -13 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 72 $267K 0.01% +2 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 71 $264K 0.07% -1 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 71 $264K <0.01% 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 73 $263K <0.01% -57 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 70 $260K 0.04% -1 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 70 $260K 0.16% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 70 $260K 0.03% -2 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70 $260K 0.06% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 70 $260K 0.19% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 70 $260K 0.03% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 70 $260K 0.2% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 70 $260K 0.11% -2 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 69 $256K 0.06% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 69 $256K 0.07% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 69 $256K 0.07% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 68 $252K 0.02% +1 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 68 $252K 0.08% +7 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 68 $252K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 68 $252K 0.01% +2 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 68 $252K 0.09% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 67 $250K 0.03% -7 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 67 $248K <0.01% +7 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 66 $245K <0.01% -374 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 66 $245K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 66 $245K 0.09% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 66 $245K 0.01% -66 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65 $241K 0.02% 0 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 65 $241K 0.06% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 65 $241K 0.06% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 65 $241K 0.07% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 65 $241K 0.05% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 64 $238K 0.01% +5 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 64 $238K 0.1% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 64 $238K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 64 $238K 0.02% +6 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 63 $235K <0.01% -13 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 63 $234K 0.01% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 63 $234K 0.09% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 63 $234K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 63 $234K 0.01% +7 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 63 $234K 0.11% -6 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 62 $230K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 62 $230K 0.01% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 61 $228K 0.06% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 61 $226K 0.01% -159 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 61 $226K 0.04% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 61 $226K 0.07% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 60 $223K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 60 $223K <0.01% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 60 $223K 0.02% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 60 $223K 0.06% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 60 $223K 0.04% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 60 $223K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 60 $223K 0.05% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 60 $223K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 59 $220K 0.03% -1 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 58 $215K 0.02% -6 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 58 $215K 0.02% -83 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 58 $215K 0.02% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 58 $215K 0.07% +3 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 57 $212K 0.14% -248 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65 $208K 0.02% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 56 $208K <0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 56 $208K 0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 56 $208K 0.07% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 56 $208K 0.04% -4 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 56 $206K 0.02% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 55 $206K 0.12% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 55 $206K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 55 $205K 0.1% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 55 $204K <0.01% -10 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 55 $204K 0.05% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 55 $204K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 55 $204K 0.04% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 55 $204K 0.03% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 54 $200K 0.04% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 53 $197K 0.13% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 52 $193K 0.07% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 51 $189K <0.01% +3 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 49 $187K 0.07% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 50 $186K <0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 49 $182K 0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 47 $174K 0.11% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 46 $171K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 45 $167K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 45 $167K 0.12% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 44 $163K 0.04% -14 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44 $163K 0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 43 $160K 0.02% +10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 43 $160K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42 $156K 0.02% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41 $152K 0.13% -11 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 38 $141K 0.04% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 38 $141K 0.02% +24 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 38 $141K 0.05% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 35 $130K <0.01% +10 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 33 $123K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32 $119K 0.03% +13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 30 $111K 0.01% +1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30 $111K <0.01% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $111K <0.01% -4 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 29 $108K 0.02% -7 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 29 $107K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 28 $104K <0.01% -1,579 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 28 $104K 0.1% -1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 27 $100K 0.01% -15 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 25 $94.3K 0.03% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $92.8K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 24 $89.1K 0.03% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 23 $85.4K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 22 $81.7K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $81.7K 0.04% -7 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 21 $78K 0.01% -15 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 21 $78K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 21 $78K 0.02% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20 $74.4K 0.01% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $74.2K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 19 $70.5K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19 $70.5K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 18 $67K <0.01% -204 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18 $66.8K 0.03% +12 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17 $62.8K 0.01% -15 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16 $59.4K <0.01% -6 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $59.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $59.4K 0.01% +4 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15 $55.7K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 15 $55.7K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 15 $55.7K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 15 $55.7K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14 $52K <0.01% +3 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 14 $52K 0.05% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 14 $52K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 13 $48.3K <0.01% -2 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 13 $48.3K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 13 $48.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $48.1K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 12 $44.5K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 12 $44.5K 0.03% -2 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 12 $44.5K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $44.5K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 12 $44.5K 0.03% -5 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 11 $40.8K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11 $40.8K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11 $40.8K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $40.8K 0.05% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $37.1K <0.01% -7 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10 $37.1K <0.01% +3 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $37.1K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10 $37.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 10 $37.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $37.1K 0.01% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10 $37.1K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 9 $33.4K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9 $33.4K <0.01% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $33.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9 $33.4K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8 $30K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8 $29.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $29.7K <0.01% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $29.7K 0.01% +7 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 7 $26K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7 $26K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $26K 0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7 $26K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $26K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 7 $26K 0.02% -1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6 $22.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6 $22.3K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6 $22.3K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $22.3K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 6 $22.3K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6 $22.3K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6 $22.3K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 6 $22.3K 0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $19K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5 $18.6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5 $18.6K <0.01% -3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $18.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $18.6K <0.01% 0 13F-HR Timeline