Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 76 $258K 0.21% -36 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 76 $258K 0.16% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 75 $257K 0.13% -1 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75 $254K 0.01% 0 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 75 $254K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 75 $254K 0.03% -6 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 75 $254K 0.03% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 75 $254K 0.27% -40 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 75 $254K 0.01% -34 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 75 $254K 0.06% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75 $254K 0.08% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 75 $254K 0.03% 0 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 75 $253K 0.25% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 68 $253K 0.07% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 74 $251K <0.01% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 74 $251K 0.02% -3 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 74 $251K 0.01% -10 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 74 $251K <0.01% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 73 $248K 0.01% +31 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 73 $248K 0.04% -1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 73 $248K 0.01% -2 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 72 $244K 0.03% +2 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 72 $244K 0.02% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 72 $244K 0.03% -6 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 72 $244K 0.07% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 71 $241K 0.02% +17 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 70 $237K 0.03% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70 $237K 0.05% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 70 $237K 0.16% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 70 $237K 0.09% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 62 $236K <0.01% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 69 $235K <0.01% -20 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 69 $234K 0.01% -30 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 69 $234K 0.02% -27 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 68 $232K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 68 $231K 0.03% +9 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 68 $231K 0.02% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 68 $231K 0.05% +13 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 68 $231K 0.02% -34 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 67 $228K 0.05% +6 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 67 $227K 0.01% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 67 $227K 0.07% -5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 67 $227K 0.12% -444 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 66 $225K 0.03% -31 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 66 $225K 0.05% -7 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 66 $224K 0.02% -26 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 66 $224K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 66 $224K 0.05% -3 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 66 $224K 0.07% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 66 $224K 0.05% -1 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 66 $224K 0.01% -15 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 66 $222K 0.06% -4 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 60 $221K 0.03% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 65 $220K <0.01% -66 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 65 $220K 0.02% 0 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 65 $220K 0.05% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 65 $220K 0.04% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 64 $217K 0.02% -22 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 64 $217K 0.02% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 64 $217K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 64 $217K 0.02% +9 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 64 $217K 0.08% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 63 $214K 0.01% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 63 $214K 0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 63 $214K 0.02% +3 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 63 $214K 0.06% -8 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 63 $214K 0.07% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 63 $214K 0.55% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 62 $210K 0.03% +14 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 62 $210K 0.01% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 62 $210K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 62 $210K 0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 62 $210K 0.03% 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 62 $210K 0.6% -11 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 61 $207K 0.02% -3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 61 $207K 0.02% -2 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 61 $207K 0.07% -20 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 61 $207K 0.06% +9 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 61 $207K 0.05% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 61 $207K 0.01% -12 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 61 $207K 0.01% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 61 $206K 0.13% -18 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 60 $203K 0.01% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 60 $203K 0.04% -3 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 60 $203K 0.02% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 60 $203K 0.03% -10 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 60 $203K 0.05% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 60 $203K 0.03% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 60 $203K 0.03% -26 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 60 $203K 0.02% -19 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 60 $203K <0.01% 0 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 60 $203K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 59 $201K <0.01% +8 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 59 $200K 0.07% +3 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 59 $200K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 58 $198K 0.1% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 58 $198K 0.01% -77 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 56 $190K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 56 $190K 0.01% -56 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 55 $187K <0.01% -5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 54 $183K 0.12% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 53 $180K 0.1% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 52 $176K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 52 $176K 0.01% +25 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 51 $173K 0.1% +5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 50 $170K 0.15% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 47 $159K 0.09% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 46 $156K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 46 $156K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $151K 0.02% -1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 44 $149K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 43 $146K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43 $145K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 41 $139K <0.01% -2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 41 $139K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 38 $129K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 38 $129K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 38 $129K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 35 $119K <0.01% 0 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 34 $115K 0.12% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33 $111K <0.01% -8 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 32 $109K 0.01% -114 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $105K <0.01% -30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $105K 0.08% -10 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 31 $105K <0.01% -1,786 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 29 $98.3K 0.02% -5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $97.3K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28 $95K 0.02% +5 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 28 $95K 0.09% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28 $92.5K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26 $88.2K 0.01% +10 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 26 $88.2K 0.01% -12 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 25 $84.8K 0.02% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $84.8K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24 $81.4K <0.01% +11 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23 $80.5K 0.02% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $78K 0.05% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 23 $78K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 23 $78K 0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 22 $74.6K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 22 $74.6K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 22 $74.6K 0.01% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 21 $71.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21 $71.2K 0.02% +6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 21 $71.2K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $67.8K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 20 $67.8K 0.05% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 19 $64.4K 0.02% new 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 19 $64.4K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19 $64.4K 0.01% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 19 $64.4K <0.01% -6,521 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 19 $64.4K 0.01% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 16 $63.3K 0.03% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $61K 0.01% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18 $61K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18 $61K <0.01% -10 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $57.7K <0.01% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17 $57.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16 $54.3K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 15 $50.9K 0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 15 $49.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $47.5K <0.01% +6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 14 $47.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14 $47.5K 0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $45.4K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 13 $44.1K 0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 13 $44.1K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 41 $40.7K <0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 12 $40.7K 0.02% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 12 $40.7K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $40.7K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 11 $37.3K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11 $37.3K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11 $37.3K 0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 11 $37.3K 0.01% -9,446 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $37.3K <0.01% -1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $37.3K 0.04% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 11 $37.3K 0.04% 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 10 $33.9K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $33.9K <0.01% +9 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10 $33.9K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 10 $33.9K 0.02% -2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10 $33.9K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 9 $30.5K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $30.5K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9 $30.5K <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9 $30.5K 0.01% -51 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $27.6K <0.01% +4 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8 $27.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $27.1K 0.01% -2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8 $27.1K 0.01% +2 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $27.1K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8 $27K <0.01% -1 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 7 $23.7K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 7 $23.7K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 7 $23.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7 $23.7K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $23.7K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 7 $23.7K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $23.7K 0.01% -18 13F-HR Timeline