RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 21,507 $727K 0.37% +1,730 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 21,435 $724K 0.07% -2,139 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,403 $723K 0.07% -279 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 21,255 $718K 0.35% -164 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,237 $718K 0.01% +1,783 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,014 $710K 0.01% -389 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,007 $710K 0.01% +906 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 20,928 $707K 0.01% -8,749 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 20,796 $703K 0.2% -350 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 20,568 $695K 0.03% +12,773 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,555 $695K 0.06% -921 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 20,551 $694K 0.06% -813 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,626 $685K <0.01% -307 13F-HR/A Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 20,275 $685K 0.04% -245 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 20,124 $680K 0.01% +73 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 20,030 $677K <0.01% +752 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,854 $671K 0.3% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 19,680 $665K 0.18% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 19,564 $661K 0.04% +23 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19,527 $660K 0.14% +16,253 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 19,504 $659K 0.01% +139 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 19,481 $658K 0.19% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 19,451 $657K 0.02% -302 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 19,160 $647K 0.03% -720 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 18,964 $642K 0.04% +10,068 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 18,810 $636K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,741 $633K 0.03% -200 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 18,607 $629K 0.04% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,556 $627K 0.04% +1,020 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 18,543 $627K 0.24% -2,100 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,406 $622K 0.15% -995 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,386 $621K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,377 $621K 0.06% -40 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,099 $612K 0.04% -304 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,082 $611K 0.09% +2,082 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,356 $605K 0.03% -814 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,767 $600K 0.02% +457 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 17,742 $600K 0.04% +3,863 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 20,451 $596K 0.05% -560 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 17,522 $592K 0.12% +10 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,430 $589K 0.01% +4,357 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,383 $587K 0.05% +17,371 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,170 $580K 0.01% -1,956 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,108 $578K 0.06% -659 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17,096 $578K 0.01% +1,082 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,066 $577K 0.04% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,048 $576K 0.01% -17 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 16,947 $572K 0.02% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 16,872 $570K 0.07% +2,489 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 16,807 $568K 0.01% -7,291 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 16,753 $566K 0.25% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 16,730 $565K 0.43% +60 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 16,640 $562K 0.13% -765 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,544 $559K 0.04% -300 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 16,512 $558K 0.04% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 16,270 $550K 0.11% -942 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,200 $547K 0.27% +292 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 16,189 $547K <0.01% -9,118 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 16,048 $542K 0.02% -4,344 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 16,041 $542K 0.3% -126 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 16,035 $542K 0.32% +515 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 16,033 $542K 0.01% -1,271 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 16,002 $541K 0.01% -5,613 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,842 $535K 0.03% -559 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,857 $534K <0.01% +2,309 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 15,720 $531K 0.04% -400 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,691 $530K 0.26% -1,000 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 15,667 $529K 0.04% +964 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15,591 $527K 0.14% -384 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 19,076 $524K 0.45% -1,188 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 15,491 $523K 0.17% +466 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,452 $522K <0.01% +2,202 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 15,389 $520K <0.01% -946 13F-HR/A Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 15,382 $520K 0.44% -1,972 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 15,313 $517K 0.26% -360 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,308 $517K 0.01% +2,119 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,281 $517K <0.01% +206 13F-HR Timeline Group WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 15,300 $517K 0.23% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,293 $517K 0.13% +346 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,273 $516K 0.01% +3,874 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 15,203 $514K 0.17% -1,473 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 15,134 $511K <0.01% +2,231 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,091 $510K 0.01% +4,240 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 15,040 $508K 0.21% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 15,003 $507K 0.04% -935 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 15,000 $507K 0.11% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 14,954 $505K 0.44% -495 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,937 $505K 0.06% +6,988 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 14,904 $504K 0.19% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,844 $502K 0.1% -17 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 14,830 $501K 0.18% +155 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,797 $500K 0.05% -1,180 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 14,735 $498K 0.06% +3,353 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 14,724 $498K 0.13% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 14,700 $497K 0.21% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,623 $494K 0.23% -6,918 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 14,554 $492K 0.01% +2,762 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 14,552 $492K 0.06% -20 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,527 $491K 0.11% -720 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,522 $491K 0.02% +730 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 111,818 $489K 0.04% +5,874 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. 14,231 $481K 0.02% new 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,118 $477K <0.01% -8,762 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,092 $476K <0.01% +394 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,058 $476K 0.05% +2,596 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 14,000 $473K 0.29% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,976 $472K 0.05% -167 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,883 $469K 0.13% +473 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 13,871 $469K 0.38% -26,959 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,839 $468K 0.01% -423 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,818 $466K <0.01% -23,333 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 15,520 $459K 0.04% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 13,572 $459K 0.03% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,507 $456K 0.22% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 13,483 $456K 0.2% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 13,899 $454K 0.04% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,424 $454K <0.01% +5,280 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 13,268 $448K 0.18% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,260 $448K 0.02% +581 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,246 $448K 0.03% +2,207 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,178 $445K 0.01% -4,139 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,124 $443K <0.01% -134 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 13,000 $439K 0.03% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 13,000 $439K 0.23% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 12,975 $438K 0.22% -300 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,928 $437K 0.01% +943 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sentry LLC More: the full row for Sentry LLC 12,920 $437K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,867 $435K 0.01% +662 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,858 $434K 0.11% +86 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 12,834 $434K 0.01% -1,345,764 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,816 $433K 0.01% -2,433 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,808 $433K 0.03% -2,314 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 12,800 $433K 0.37% -6,000 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,699 $429K 0.09% +4,399 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,658 $428K 0.05% +250 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,617 $426K 0.01% +917 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 12,470 $421K 0.01% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,439 $420K 0.11% +91 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 12,445 $420K 0.41% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 12,425 $420K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,365 $418K 0.09% -195 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12,310 $416K <0.01% +786 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 12,294 $415K 0.38% -9,306 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,208 $412K 0.05% +459 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,197 $412K 0.01% +288 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 12,195 $412K 0.06% +840 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,165 $411K 0.01% -22,754 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 12,135 $410K 0.07% -384 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 12,104 $410K 0.03% +111 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,115 $409K 0.01% -552 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,997 $405K 0.02% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,934 $403K 0.11% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 11,909 $402K 0.1% -1,504 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,675 $402K 0.07% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,590 $402K 0.01% 0 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 11,839 $400K 0.26% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 11,822 $399K 0.09% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,808 $399K 0.17% -88 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,801 $399K 0.19% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 11,793 $398K 0.23% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,705 $396K 0.05% -411 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 11,664 $394K 0.11% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,642 $393K 0.09% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 11,610 $392K 0.02% +72 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,550 $390K 0.02% -955 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,502 $389K 0.07% +278 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 12,355 $387K 0.1% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,457 $387K 0.02% -2,400 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,437 $386K 0.02% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,412 $386K 0.05% +3,595 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,318 $382K 0.14% +1,814 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11,300 $382K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,269 $381K 0.01% -268 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,265 $381K 0.09% +177 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,241 $380K <0.01% -575 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,194 $378K 0.12% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,182 $378K 0.01% -1,423 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 14,388 $377K 0.04% -442 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 11,148 $377K 0.03% +232 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,141 $376K 0.01% new 13F-HR/A Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,138 $376K 0.1% +241 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,120 $376K 0.11% +1,300 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 11,080 $374K 0.12% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,927 $370K 0.01% -1,120 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 10,842 $366K 0.11% -26 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 10,825 $366K 0.12% -100 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 10,768 $364K 0.03% -900 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 10,733 $363K 0.03% -1,382 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 10,709 $362K 0.29% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 10,700 $362K 0.37% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,681 $361K 0.02% +1,258 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 10,681 $361K 0.05% -574 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,560 $357K 0.01% +2,361 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,540 $356K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,513 $355K 0.13% +1,281 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,500 $355K 0.07% +1,254 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,461 $353K 0.03% +1,300 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,446 $353K 0.09% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,446 $353K 0.03% -1,393 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,357 $350K 0.07% 0 13F-HR/A Timeline