Sunpointe, LLC More: the full row for Sunpointe, LLC 52 $278K 0.09% +5 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 52 $278K 0.12% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 52 $278K 0.08% -1 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 39 $278K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 51 $274K 0.02% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 51 $273K 0.03% -242 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 51 $273K 0.01% +6 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 51 $273K 0.03% -8 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 51 $273K 0.15% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 51 $273K 0.09% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 53 $271K 0.04% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $270K 0.07% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 52 $270K 0.05% -2 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 50 $268K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $268K 0.03% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $268K 0.04% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 50 $268K 0.02% +1 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 50 $268K 0.13% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 50 $268K 0.13% -2 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 50 $268K 0.02% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 50 $268K <0.01% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 50 $267K 0.07% new 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 50 $266K 0.03% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 49 $263K 0.03% -2 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 49 $262K 0.2% -289 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 49 $262K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. 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ALLISON & CO., INC. 48 $257K 0.17% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 48 $257K +45 Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 48 $257K 0.01% -3 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 48 $257K 0.01% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 48 $257K 0.02% -5 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 48 $257K 0.03% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 48 $257K 0.08% -3 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 48 $257K 0.01% +2 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 48 $257K 0.88% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 48 $257K 0.13% +1 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 48 $257K 0.02% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 47 $252K 0.11% -15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47 $252K 0.01% +4 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 47 $252K 0.11% +3 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 47 $252K 0.08% -6 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 47 $252K 0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 47 $252K 0.07% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 47 $252K 0.02% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 47 $252K 0.02% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 47 $252K 0.44% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 47 $252K 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 48 $249K 0.02% -75 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 46 $247K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 46 $246K 0.07% +17 13F-HR Timeline Farringdon Capital, Ltd. 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More: the full row for Texas Yale Capital Corp. 44 $236K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 44 $236K 0.01% -1 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for Altman Advisors, Inc. 41 $220K 0.08% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 41 $220K 0.03% +3 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 41 $220K 0.05% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 40 $214K 0.03% -3 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 40 $214K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 40 $214K 0.03% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 40 $214K 0.13% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 40 $214K 0.09% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 40 $214K 0.13% -65 13F-HR/A Timeline Taylor Securities Services, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 37 $198K 0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 37 $198K 0.14% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 36 $193K 0.01% +31 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $193K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35 $190K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 35 $188K 0.1% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 34 $182K 0.02% +13 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 34 $182K 0.03% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 33 $177K 0.06% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 33 $177K 0.09% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 33 $176K 0.02% +3 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 32 $171K 0.06% 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31 $167K 0.07% -2 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 30 $163K 0.04% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 30 $161K 0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30 $161K 0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 29 $155K 0.03% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 28 $150K 0.03% -96 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 27 $145K 0.02% -1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27 $145K 0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 27 $145K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 27 $145K 0.01% +7 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 27 $145K 0.06% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 26 $139K 0.01% -5 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 26 $139K 0.02% -5 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 25 $134K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $134K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 25 $134K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 25 $134K 0.09% +15 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $134K 0.02% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24 $129K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 23 $123K 0.11% -29 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $123K 0.01% +8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 23 $123K 0.03% new 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 22 $119K 0.04% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 22 $118K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22 $118K 0.02% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21 $112K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 21 $112K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 19 $105K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 19 $102K 0.03% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 19 $102K 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19 $102K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 19 $102K 0.03% -1 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 18 $96.4K <0.01% 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18 $96.4K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $91K 0.02% +9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $91K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 17 $91K 0.01% -76 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 17 $91K 0.05% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16 $89.6K 0.03% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Pinnacle Bancorp, Inc. 15 $80.3K 0.02% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $80.3K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $75.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14 $75.1K 0.01% +4 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 14 $75K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14 $75K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 14 $75K 0.08% 0 13F-HR Timeline Bear Mountain Capital, Inc. 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