Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,357 $306K 0.06% -16,948 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,346 $306K 0.04% -200 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,313 $305K 0.02% -677 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,308 $305K 0.01% -35 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,305 $305K 0.01% -34 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,297 $304K <0.01% -75 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,213 $302K 0.02% +21 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,171 $301K 0.01% -1,059 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,165 $300K 0.04% +86 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,153 $300K 0.03% -841 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 10,140 $300K 0.12% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,135 $300K <0.01% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 10,127 $299K 0.05% -4,100 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,232 $298K 0.13% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 10,029 $296K 0.11% -679 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,028 $296K <0.01% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,412 $296K 0.02% -387 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 10,001 $296K 0.02% -479,236 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 10,000 $296K 0.03% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 9,969 $295K 0.08% -231 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,961 $294K 0.01% -274 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 9,820 $290K 0.09% -735 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,817 $290K 0.07% 0 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 9,762 $289K 0.06% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 9,751 $288K <0.01% -448 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 9,745 $288K 0.35% -613 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 9,654 $285K 0.01% +801 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 9,640 $285K 0.28% -185 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,625 $285K 0.07% -1,240 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,598 $284K 0.05% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,546 $282K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,531 $282K 0.04% -150 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,000 $282K 0.07% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,520 $281K 0.01% +368 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,514 $281K 0.07% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,510 $281K 0.03% +129 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,504 $281K 0.11% 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 9,458 $280K 0.21% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,450 $279K 0.04% +29 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,434 $279K 0.01% -472 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,423 $279K 0.02% -4,004 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,421 $278K <0.01% -2,243 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 9,378 $277K 0.08% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,341 $276K 0.18% +985 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,310 $275K 0.01% -2,812 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,272 $274K 0.03% -24,077 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 9,264 $274K 0.06% +1,399 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,246 $273K 0.05% -788 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,237 $273K 0.02% new 13F-HR/A Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 9,232 $273K 0.11% +950 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 9,200 $272K 0.24% -1,150 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,995 $272K 0.02% -341 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,182 $271K <0.01% -2,716 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,161 $271K 0.02% +2,145 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,160 $271K 0.05% +1,287 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,516 $271K 0.01% +319 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,137 $270K 0.01% -1,359 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,147 $270K 0.06% -136 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 9,124 $270K 0.06% +251 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,042 $267K 0.02% -1,217 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,000 $266K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,972 $265K 0.03% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,906 $263K 0.09% +22 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,897 $263K 0.08% -164 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,896 $263K 0.02% new 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 8,820 $261K 0.04% -2,677 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,789 $260K 0.02% +279 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,761 $259K 0.04% +161 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,734 $258K 0.01% -2,400 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,732 $258K <0.01% -507 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,728 $258K 0.13% +2,064 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,698 $257K 0.03% -2,693 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,690 $257K 0.21% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,646 $256K 0.01% -550 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,638 $255K 0.01% +17 13F-HR Timeline Group White Wing Wealth Management More: the full row for White Wing Wealth Management 8,516 $252K 0.19% -4,866 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 8,400 $248K 0.14% -3,600 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,360 $247K 0.12% -559 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,863 $247K 0.08% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,334 $246K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,324 $246K <0.01% -230 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,300 $245K 0.05% +1,500 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,274 $245K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,272 $245K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,252 $244K 0.03% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 8,215 $243K -104,620 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,199 $242K 0.01% -263 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,199 $242K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,159 $241K 0.02% -35 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,150 $241K 0.02% +85 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,144 $241K <0.01% +1,517 13F-HR Timeline Group EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,118 $240K 0.18% +74 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,102 $239K 0.05% -40 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,073 $239K 0.01% +3,524 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,062 $238K 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,037 $238K 0.07% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,037 $237K <0.01% -600 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,030 $237K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,970 $236K 0.04% +7,565 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,952 $235K 0.06% +197 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,949 $235K 0.03% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,917 $234K 0.08% +118 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,901 $234K 0.06% +848 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,498 $233K 0.03% 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 7,865 $232K 0.06% -837 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 7,861 $232K 0.07% -7,661 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,380 $232K 0.01% -25 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,832 $232K 0.02% +935 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,817 $231K 0.03% -3,187 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,795 $230K 0.01% -3,494 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Diametric Capital, LP More: the full row for Diametric Capital, LP 7,789 $230K 0.16% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,786 $230K 0.04% +202 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 7,779 $230K 0.09% 0 13F-HR/A Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,739 $229K 0.11% +78 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,738 $229K <0.01% -710 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,659 $226K <0.01% -14,084 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,612 $225K 0.06% +728 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,609 $225K 0.03% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $225K 0.01% -4,800 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,571 $224K <0.01% -1,724 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,571 $224K 0.01% -1,684 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,567 $224K 0.13% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,134 $223K 0.01% +17 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,542 $223K 0.01% -423 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,525 $222K <0.01% +1,108 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,519 $222K 0.01% -328 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,466 $221K 0.07% -912 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,444 $220K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,401 $219K 0.02% -21,229 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 7,385 $218K 0.12% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,378 $218K 0.08% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,295 $216K 0.02% +27 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,284 $215K 0.04% +85 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,263 $215K 0.03% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,237 $214K 0.01% -1,672 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,217 $213K 0.03% -1,054 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7,202 $213K 0.03% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,195 $213K 0.09% -9 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,136 $211K 0.02% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,634 $211K 0.05% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,130 $211K 0.02% -103 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,050 $208K 0.07% -1,284 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 7,050 $208K 0.12% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,037 $208K 0.01% -8,107 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,025 $208K <0.01% -60 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,002 $207K 0.02% -4,359 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,998 $207K 0.05% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 6,957 $206K 0.04% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 6,910 $204K 0.03% +277 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,893 $204K new Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,886 $204K 0.05% -3,025 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,289 $204K 0.1% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,878 $203K 0.08% -388 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,861 $203K 0.01% -769 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,849 $202K 0.03% -407 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,846 $202K 0.11% +230 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,783 $201K 0.01% -1,068 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,583 $195K 0.09% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,480 $192K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6,405 $189K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,280 $186K 0.07% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,052 $179K 0.01% +1,117 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,607 $176K 0.16% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,486 $162K 0.01% -515 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4,972 $160K 0.11% +4,962 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,972 $160K 0.11% +4,962 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,363 $159K <0.01% -2,607 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,349 $158K 0.07% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,200 $154K 0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 5,018 $148K 0.04% +734 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $148K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,059 $147K 0.01% +290 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,976 $147K 0.01% -179 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4,937 $146K 0.03% new 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,921 $145K 0.04% -1,062 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,853 $143K 0.08% -735 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,841 $143K 0.01% +1,721 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,764 $141K 0.02% -180 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,694 $139K <0.01% -1,312 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,600 $136K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 4,576 $135K 0.02% -130 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,530 $134K 0.11% -364 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,500 $133K 0.05% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,150 $123K <0.01% -250 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,140 $122K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,068 $120K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,020 $119K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,006 $118K 0.01% +30 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,000 $118K 0.56% -20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,998 $118K 0.01% -1,154 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 69,093 $117K 0.04% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,945 $117K 0.05% -3,812 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,872 $114K 0.05% -50 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,795 $112K 0.07% -125 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,683 $109K 0.01% -858 13F-HR Timeline City State Bank More: the full row for City State Bank 3,638 $108K 0.04% -655 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,599 $106K 0.01% +3,286 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,566 $105K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,548 $105K 0.01% +312 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,545 $105K 0.06% 13F-HR Timeline