Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,454 $759K 0.09% +2,051 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,426 $755K 0.01% +727 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,408 $752K 0.05% +292 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,393 $749K 0.4% -180 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,390 $749K 0.11% +781 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,389 $749K 0.06% +618 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,376 $746K 0.48% -2,750 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,375 $746K 0.57% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,288 $743K 0.01% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,304 $734K 0.04% +467 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,266 $728K 0.07% +303 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,234 $722K 0.04% -194 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,210 $718K 0.03% -126 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,208 $718K 0.1% +11 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,207 $718K 0.29% +10 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 4,199 $716K 0.3% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,187 $714K 0.02% +1,478 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,173 $712K 0.1% -60 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,157 $709K 0.02% +112 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,157 $709K 0.23% -109 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,144 $707K 0.11% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,140 $706K 0.37% -250 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,103 $700K 0.01% +1,075 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,103 $700K 0.54% +303 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,100 $699K 0.3% -831 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,098 $699K 0.11% -50 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,096 $699K 0.37% -188 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,089 $697K 0.03% -191 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,083 $696K 1% +31 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,078 $696K 0.02% +1,162 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,074 $695K 0.19% +5 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,071 $694K 0.09% -320 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,063 $693K 0.06% +92 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,049 $690K 0.29% +291 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,040 $689K 0.5% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,035 $688K 0.15% -29 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,031 $688K 0.02% -106 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,026 $687K 0.16% +492 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,450 $687K 0.29% 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,023 $686K 0.35% -184 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,017 $685K 0.08% -190 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,013 $684K 0.16% -65 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $682K 0.21% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $682K 0.26% +250 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 4,000 $682K 0.71% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,000 $682K 0.03% 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,997 $682K 0.14% -290 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,995 $681K 0.15% +250 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,984 $679K 0.07% +14 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,971 $677K <0.01% +2,435 13F-HR/A Timeline Altrafin AG More: the full row for Altrafin AG 3,970 $677K 0.26% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,961 $676K 0.09% +957 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,958 $675K 0.12% +12 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,947 $673K 0.49% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,975 $672K 0.1% -19,400 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,911 $667K 0.32% +45 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,813 $657K 0.01% -1,000 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,844 $656K 0.25% +47 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,843 $655K 0.08% +93 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,840 $655K 0.13% +416 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3,567 $654K 0.53% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,823 $652K 0.42% -107 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,817 $651K 0.42% -105 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,812 $650K 0.16% -500 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,806 $649K 0.01% +1,752 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,788 $646K 0.28% +22 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,782 $645K 0.28% -260 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,830 $644K 0.05% -533 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,775 $644K 0.05% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,772 $643K 0.03% +838 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,755 $640K 0.65% +9 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,745 $639K 0.47% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,734 $637K 0.07% +140 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $631K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apexium Financial, LP More: the full row for Apexium Financial, LP 3,693 $630K 0.04% +150 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,688 $629K 0.15% +404 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,684 $628K 0.28% -134 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,680 $628K 0.05% -409 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,675 $627K 0.14% -1,478 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,673 $626K 0.05% +664 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,671 $626K 0.08% -999 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,611 $626K 0.06% +809 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,663 $625K 0.11% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,526 $624K 0.43% +853 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,656 $624K 0.05% +105 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,654 $623K 0.47% +100 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,648 $622K 0.19% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,634 $620K 0.17% -587 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,625 $618K 0.19% +51 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,625 $618K 0.15% -388 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,451 $618K 0.14% -300 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,621 $618K 0.02% +6 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,616 $617K 0.06% +628 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,606 $615K 0.03% -127 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,603 $615K 0.04% +488 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,298 $612K 0.03% +1,515 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,589 $612K 0.05% +484 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,583 $611K 0.04% -118 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,585 $611K 0.3% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,580 $610K 0.07% +21 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,579 $610K 0.04% -310 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,577 $610K 0.22% +200 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,571 $609K 0.05% -1,676 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,566 $608K 0.37% -16 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,564 $608K 0.28% -176 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,543 $604K 0.02% -12 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,539 $604K 0.21% -807 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,531 $602K 0.18% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,514 $599K 0.36% +252 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,510 $599K 0.02% -346 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,488 $595K 0.02% -130 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,487 $595K 0.07% +307 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,483 $594K 0.03% +116 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,479 $593K 0.19% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,478 $593K 0.03% +50 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,774 $591K 0.24% -110 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,461 $590K <0.01% +1 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,455 $589K 0.09% +194 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,448 $588K 0.03% +401 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 3,440 $587K 0.04% -200 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,440 $587K 0.27% +205 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,432 $585K 0.49% -279 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,431 $585K 0.25% +1,684 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,422 $584K 0.35% new 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 3,422 $584K 0.47% +85 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,416 $583K 0.3% -325 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,410 $582K 0.29% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,407 $581K 0.02% +121 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,403 $580K 0.1% +550 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,400 $580K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,400 $580K 0.29% -150 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,392 $578K 0.05% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,391 $578K 0.32% -5 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,389 $578K 0.07% +38 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,387 $578K 0.34% -128 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,375 $576K 0.4% +503 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,369 $575K 0.01% -20 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,355 $572K 0.01% -72 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,346 $571K 0.02% +122 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,344 $570K 0.13% -30 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,340 $570K 0.38% -40 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,326 $567K 0.05% +1,762 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,316 $566K 0.18% +69 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,318 $566K 0.33% -17 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,317 $566K 0.24% -1,098 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,316 $566K 0.43% +363 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,490 $565K 0.07% -1,152 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,312 $565K 0.11% +1,782 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,309 $564K 0.13% -146 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,308 $564K 0.03% +299 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,309 $564K 0.02% -15 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,307 $564K 0.21% -276 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,244 $562K 0.05% +201 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,277 $559K 0.04% +1,035 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,276 $559K 0.24% -158 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,275 $559K 0.07% +72 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,258 $556K 0.09% +445 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,239 $552K 0.17% -248 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,239 $552K 0.09% -51 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,236 $552K 0.06% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,236 $552K 0.21% +1,174 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,227 $550K 0.05% +310 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,217 $549K 0.07% -449 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,200 $546K 0.05% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,198 $546K 0.28% +83 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,194 $545K 0.02% +328 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,187 $544K 0.05% -304 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,187 $543K 0.08% +604 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,181 $543K 0.14% +1,046 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,179 $542K 0.3% +31 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,166 $540K 0.04% -170 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,147 $537K 0.13% +1,099 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,132 $534K 0.2% -200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,129 $534K 0.03% +663 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,116 $531K 0.02% -318 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,116 $531K 0.22% -162 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,110 $530K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,106 $530K 0.13% -293 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,103 $529K 0.29% +111 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,099 $529K 0.01% -477 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,096 $528K 0.52% -14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,089 $527K 0.18% +27 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,086 $526K 0.16% -50 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,085 $526K 0.04% +2 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,079 $525K <0.01% +300 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,073 $524K 0.04% -406 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,067 $523K 0.07% -578 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,063 $522K 0.03% -150 13F-HR/A Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,999 $522K 0.02% +1,645 13F-HR/A Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,055 $521K 0.39% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,041 $519K 0.21% -2 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,035 $518K 0.21% -20 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 3,034 $517K 0.08% 0 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 3,000 $517K 0.38% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,029 $517K 0.65% +124 13F-HR/A Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,027 $516K <0.01% 0 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 3,026 $516K 0.14% +35 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,022 $515K 0.01% +218 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,704 $514K 0.24% -1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,012 $514K 0.02% -855 13F-HR Timeline