AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,846 $624K <0.01% -3,510 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 20,760 $622K 0.01% -4,147 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 20,703 $620K 0.28% -3,680 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 20,657 $618K <0.01% +627 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 20,624 $617K 0.06% -955 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 20,585 $616K 0.02% +17 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,278 $611K <0.01% -1,348 13F-HR/A Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 20,386 $610K 0.03% 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 20,296 $607K 0.16% -500 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 20,278 $607K 0.53% +7,984 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,552 $596K 0.01% -2,462 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,918 $596K 0.05% -633 13F-HR/A Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 19,901 $596K <0.01% -334,776 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,882 $595K 0.01% -1,630 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,854 $594K 0.26% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 19,815 $593K <0.01% +4,426 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 19,729 $590K 0.08% +1,647 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 19,715 $590K 0.01% +211 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 19,680 $589K 0.14% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 19,253 $584K 0.01% +4,699 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 19,340 $579K 0.01% -784 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 19,220 $575K 0.03% -1,055 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 18,958 $567K 0.12% -2,834 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,825 $563K 0.01% -4,270 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 18,607 $557K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,548 $555K 0.03% -4,819 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 18,526 $554K 0.01% +7,385 13F-HR/A Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,441 $552K 0.02% -300 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,335 $549K 0.03% +236 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,193 $545K <0.01% +5,069 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,995 $539K 0.01% -5,343 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,900 $536K <0.01% +4,476 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,886 $535K 0.02% +119 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,857 $534K 0.04% -699 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,811 $533K 0.12% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 17,766 $532K 0.37% -1,310 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,679 $529K 0.01% +1,631 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 17,527 $525K <0.01% -3,480 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 17,522 $524K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,365 $520K 0.01% -65 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,278 $517K <0.01% -12,364 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,198 $515K 0.05% +326 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 736 $514K 0.3% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,153 $513K 0.05% +45 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,066 $511K 0.04% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,041 $510K 0.01% -129 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 16,947 $507K 0.02% 0 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 16,753 $501K 0.18% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 16,739 $501K 0.15% +1,248 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,717 $500K 0.23% +517 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 16,709 $500K 0.03% +1,042 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,691 $500K 0.09% +1,847 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,687 $499K 0.03% -2,473 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 16,670 $499K 0.36% -60 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 16,512 $494K 0.04% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,623 $494K 0.23% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 16,495 $494K 0.01% +462 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,372 $490K 0.03% -172 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,340 $489K 0.01% +338 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 16,270 $487K 0.05% +8,168 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,149 $483K 0.01% +4,880 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 16,071 $481K <0.01% -8,759 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,435 $479K <0.01% -422 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 15,793 $473K 0.01% -1,303 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,750 $471K <0.01% +616 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 15,609 $467K 0.14% +406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 15,595 $467K 0.11% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,537 $465K 0.02% +4,856 13F-HR Timeline Group BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 15,527 $465K 0.22% +214 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 15,529 $465K 0.37% +147 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,463 $463K 0.21% -228 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,396 $461K 0.1% +103 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,388 $461K 0.02% -7,325 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15,379 $460K 0.05% +644 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 15,372 $460K 0.06% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 14,487 $460K 0.04% +99 13F-HR Timeline Group WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 15,300 $458K 0.2% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,103 $452K <0.01% -349 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,166 $452K <0.01% -115 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 15,040 $450K 0.15% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 15,025 $450K <0.01% +4,900 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,007 $449K 0.02% -835 13F-HR Timeline ADAGE CAPITAL PARTNERS GP, L.L.C. in group ADAGE CAPITAL PARTNERS GP, L.… More: the full row for ADAGE CAPITAL PARTNERS GP, L.L.C. 15,000 $449K <0.01% -620,000 13F-HR Timeline Group IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 15,000 $449K 0.1% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 15,000 $449K 0.25% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 14,992 $449K 0.4% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 14,954 $448K 0.35% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 14,953 $448K 0.23% -1,082 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,948 $447K 0.01% -18,104 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,926 $447K 0.09% -3,480 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 14,904 $446K 0.12% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,757 $442K 0.04% -40 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 14,700 $440K 0.17% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,682 $439K 0.01% -626 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,602 $437K 0.01% +763 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 14,552 $436K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 14,430 $432K 0.2% +6,636 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 14,372 $430K 0.14% -458 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,355 $430K 0.01% -2,452 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,336 $429K 0.11% +453 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,251 $427K 0.01% -271 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 14,058 $421K 0.04% +82 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,031 $420K 0.02% -9,673 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 13,899 $416K 0.03% -1,104 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,891 $416K 0.02% -7,755 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,877 $415K <0.01% -3,171 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,869 $415K 0.02% +623 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 13,828 $414K 0.26% -2,213 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,418 $407K 0.04% -640 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 13,572 $406K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 13,493 $404K 0.14% +225 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,425 $402K 0.03% -2,295 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 13,355 $400K 0.08% -3,285 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 13,352 $400K 0.18% -155 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 13,315 $399K 0.22% +1,476 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 11,793 $398K 0.24% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,164 $394K 0.01% -96 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 13,149 $394K 0.02% -114,351 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 13,000 $389K 0.18% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12,991 $389K 0.09% +133 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 12,990 $389K 0.03% +3,707 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 12,980 $388K 0.2% -23,496 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 12,975 $388K 0.21% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 12,227 $387K 0.34% -218 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 12,920 $387K 0.08% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,897 $386K 0.08% -1,630 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 12,850 $385K 0.17% -5,693 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 12,845 $384K 0.02% +1,235 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 12,840 $384K 0.05% +645 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,787 $383K 0.01% +4,587 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 12,754 $382K 0.09% +845 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,703 $380K 0.01% -2,570 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,658 $379K 0.04% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,559 $376K 0.1% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,513 $375K 0.01% +398 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 12,470 $373K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,401 $373K 0.01% +339 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,399 $371K 0.01% -218 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,365 $370K 0.07% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,348 $370K 0.09% -91 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,339 $369K 0.01% -528 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,252 $367K 0.04% +44 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 12,142 $363K 0.06% +7 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,131 $363K 0.01% -66 13F-HR/A Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,120 $363K 0.11% +1,000 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,113 $363K 0.01% -1,477 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,050 $361K 0.01% +2,310 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 12,000 $359K 0.04% +2,000 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,997 $359K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,870 $355K <0.01% -1,308 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,832 $354K 0.04% +127 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 11,822 $354K 0.07% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,718 $351K 0.14% -90 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,121 $351K 0.05% -8 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,690 $350K 0.09% -244 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,839 $350K 0.03% +1,393 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,670 $349K 0.01% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,648 $349K 0.16% -153 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,642 $348K 0.08% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 11,632 $348K 0.09% -32 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,562 $346K 0.01% +12 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11,520 $345K <0.01% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 11,500 $344K 0.18% -2,500 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,457 $343K 0.02% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,196 $335K 0.04% +850 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,194 $335K 0.1% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 11,100 $332K 0.29% +400 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 11,080 $332K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,943 $327K 0.01% +16 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,915 $327K 0.07% +415 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,908 $326K 0.02% -1,517 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,907 $326K 0.01% -12,146 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 10,825 $324K 0.1% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,823 $324K 0.02% +4,217 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,729 $321K <0.01% +374 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 10,709 $321K 0.24% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,623 $318K 0.11% +110 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,615 $318K <0.01% -1,550 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 10,611 $318K 0.06% +971 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 10,543 $316K 0.08% -299 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,518 $315K 0.06% +161 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,355 $314K 0.02% -1,749 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,492 $314K <0.01% +2,383 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,475 $314K 0.07% -790 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,446 $313K 0.1% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,444 $313K 0.01% +496 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,297 $308K <0.01% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,132 $307K 0.14% -100 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,266 $307K 0.01% -2,550 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,265 $307K 0.07% -873 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,211 $306K 0.01% -128 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 10,200 $305K 0.24% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,119 $303K 0.04% -562 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,119 $303K 0.1% -114 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 10,108 $303K 0.04% +690 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,104 $302K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,082 $302K 0.01% +1,031 13F-HR Timeline K.J. 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