Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,985 $863K 0.29% +785 13F-HR Timeline Group FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,968 $859K 0.66% +25 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,966 $858K 0.36% -263 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,958 $857K 0.16% -32 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,950 $855K 0.05% -2,118 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,939 $855K 0.09% -7,301 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,948 $855K 0.37% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,934 $852K 0.34% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,923 $849K 0.01% +946 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,923 $849K 0.02% -432 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,908 $846K 0.46% -416 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,905 $845K 0.58% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,897 $844K 0.15% -173 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,884 $841K 0.26% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,877 $839K 0.09% -870 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,860 $836K 0.21% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,851 $834K 0.04% -251 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,847 $833K 0.14% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,863 $833K 0.47% +335 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,838 $831K 0.03% +157 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,833 $830K 0.02% -1,379 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,828 $829K 0.08% -52 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,817 $826K 0.04% +553 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,802 $823K 0.11% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,798 $822K 0.05% -179 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,798 $822K 0.08% +6 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 3,791 $821K 0.03% -67 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,783 $819K 0.04% -2,554 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,779 $818K 0.31% -88 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,775 $817K 0.09% 0 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,771 $816K 0.03% +2,444 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,769 $816K 0.05% +448 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,763 $815K 0.18% -3,047 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,756 $813K 0.12% -3,284 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,741 $810K 0.09% -158 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,726 $807K 0.08% +245 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,724 $806K 0.48% -267 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,722 $806K 0.07% +1,044 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,710 $803K 0.07% +7 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,709 $803K 0.15% -1,917 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,707 $802K 0.13% -2,001 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,705 $802K 0.08% +110 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,703 $802K 0.23% +528 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $800K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lantz Financial LLC More: the full row for Lantz Financial LLC 3,677 $796K 0.15% -189 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,676 $796K 0.36% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,673 $795K 0.2% -326 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 11,449 $795K 0.36% -5,887 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,666 $794K 0.12% -978 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,653 $791K 0.19% +2 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,650 $790K 0.24% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,646 $789K 0.08% +164 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,645 $789K 0.15% +25 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,640 $788K 0.04% -2,184 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,635 $787K 0.15% +2,065 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,610 $781K 0.25% +8 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,603 $780K 0.29% -211 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,595 $778K 0.08% -814 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,592 $778K 0.21% +417 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,585 $776K 0.02% -38 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,577 $774K 0.47% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,569 $773K 0.18% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,559 $771K 0.25% +164 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,560 $771K 0.13% -144 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,553 $769K 0.55% -273 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,539 $766K 0.03% +1,187 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,578 $765K 0.11% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,523 $764K 0.11% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,520 $762K 0.48% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,517 $761K 0.11% +2,502 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,512 $760K 0.12% +9 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,511 $760K 0.14% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,507 $759K 0.1% +370 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 3,500 $758K 0.08% -3,734 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,498 $757K 0.05% +799 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,495 $757K 0.34% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,493 $756K 0.04% +111 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,489 $755K 0.09% +40 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,488 $755K 0.02% 0 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,481 $754K 0.02% +20 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,464 $750K 0.07% -17 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,463 $750K 0.02% -80 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,449 $747K 0.11% -33 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,447 $746K 0.23% -1,025 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,447 $746K 0.3% +116 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,437 $744K 0.08% +2,489 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,429 $742K 0.13% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,426 $742K 0.16% +10 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,422 $741K 0.33% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,417 $740K 0.14% +187 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,409 $738K 0.04% +159 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,404 $737K 0.37% +871 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,386 $733K 0.05% +734 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,382 $732K 0.49% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,362 $728K 0.28% +23 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,358 $727K 0.22% -28 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,353 $726K 0.03% +529 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,311 $717K 0.13% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,311 $717K 0.04% +668 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,307 $716K 0.08% +25 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,297 $714K 0.25% -102 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,294 $713K 0.09% -285 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,290 $712K 0.04% -420 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,255 $711K 0.01% +724 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,272 $708K 0.33% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,271 $708K 0.53% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,260 $706K 0.02% -31 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,259 $706K 0.22% +3 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,250 $704K 0.21% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,250 $704K 0.19% +392 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,230 $699K 0.08% +2,092 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,337 $696K 0.22% -229 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,214 $696K 0.06% -409 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,204 $693K 0.01% -53 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,178 $693K 0.15% -7,612 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,191 $691K 0.25% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,182 $689K 0.29% +3 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,180 $688K 0.17% -1,500 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,175 $687K 0.05% -34 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,150 $687K 0.6% -1,295 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,174 $687K 0.18% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,168 $686K 0.06% +657 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,273 $686K 0.36% +10 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,158 $684K 0.03% -90 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,156 $683K 0.02% -100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,084 $683K 0.05% -39 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,174 $681K 0.07% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,142 $680K 0.06% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,134 $678K 0.04% +322 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,132 $678K 0.03% -230 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,126 $677K 0.09% +1,130 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,121 $676K 0.02% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,093 $669K 0.22% -242 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,092 $669K 0.01% +1,801 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,091 $669K 0.11% +1,530 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,086 $668K 0.46% 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 3,082 $667K 0.02% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,081 $667K 0.06% +852 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,076 $666K 0.21% +105 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,072 $665K 0.03% -731 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,072 $665K 0.09% +278 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,070 $665K 0.17% -112 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,070 $665K 0.04% +915 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,089 $663K 0.02% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,061 $663K 0.01% +73 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,060 $662K 0.01% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,053 $661K 0.03% +954 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,051 $660K 0.19% +86 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,048 $660K 0.04% -1,041 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,046 $659K 0.27% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,312 $659K 0.1% +1,049 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,027 $655K 0.23% +79 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,022 $654K 0.28% +2,948 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,016 $653K 0.01% -75 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,016 $653K 0.12% -4,600 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,014 $652K 0.21% +1 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,007 $651K 0.19% -133 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,001 $650K 0.07% +984 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 3,000 $649K 0.21% -29,328 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,995 $648K <0.01% +67 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,991 $647K 0.12% +175 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,990 $647K 0.12% -3,445 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,980 $645K 0.04% -477 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,866 $645K 0.2% -253 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,975 $644K 0.06% -24,726 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,969 $643K 0.13% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,939 $636K 0.39% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,950 $636K 0.1% +82 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,934 $635K 0.03% 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,931 $634K 0.23% +177 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,930 $634K 0.31% -148 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,916 $631K 0.01% +27 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 2,914 $631K 0.19% +150 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,912 $630K 0.02% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,911 $630K 0.04% -18 13F-HR/A Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,907 $629K 0.19% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,906 $629K 0.05% +70 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,904 $629K 0.03% +345 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,901 $628K 0.07% +553 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,900 $628K 0.06% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,900 $628K 0.06% +461 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,892 $626K 0.22% +16 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,889 $625K 0.01% +27 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,886 $625K 0.01% -413 13F-HR Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,887 $625K 0.16% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,880 $623K 0.04% -22 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,873 $622K 0.03% +388 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,868 $621K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,861 $619K 0.02% +123 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,861 $619K 0.28% +308 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,844 $616K 0.28% -100 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,843 $615K 0.02% -117 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,832 $613K 0.07% -16 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,819 $610K 0.11% +125 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,819 $610K 0.04% -569 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,817 $610K 0.05% -5 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,815 $609K 0.51% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,815 $609K 0.01% -179 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,813 $609K 0.08% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,810 $608K 0.15% -10 13F-HR Timeline