GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,016 $3.53M 0.15% -322 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 7,015 $3.53M 2.7% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,013 $3.53M 0.68% -307 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,009 $3.52M 0.36% -544 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,004 $3.52M 0.8% +335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,997 $3.52M 0.86% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,989 $3.51M 0.63% -466 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,979 $3.51M 2.17% -26 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,977 $3.51M 1.35% -34 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 6,965 $3.5M 0.79% -170 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,955 $3.5M 0.93% -410 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 6,949 $3.49M 2.99% +150 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,947 $3.49M 0.74% +985 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,941 $3.49M 0.26% -196 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,937 $3.49M 1.1% -12 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,934 $3.49M 0.23% +3 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,276 $3.48M 0.31% +281 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,924 $3.48M 0.38% -338 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,923 $3.48M 1.66% +447 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 6,873 $3.46M 1.99% -32 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,871 $3.45M 0.38% -158 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,862 $3.45M 0.22% +1,198 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,859 $3.45M 0.73% +589 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,956 $3.45M 0.46% +210 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,856 $3.45M 0.22% -2,899 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,844 $3.44M 0.82% +2,491 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,844 $3.44M 1.55% -200 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,840 $3.44M 3.04% +900 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 6,838 $3.44M 2.26% +6,736 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,837 $3.44M 0.44% +6,093 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,830 $3.43M 2.47% -70 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,843 $3.43M 0.97% -990 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 6,808 $3.42M 1.93% -124 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,785 $3.41M 0.36% -10 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,771 $3.4M 0.11% -187 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,771 $3.4M 1.3% +62 13F-HR/A Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 6,762 $3.4M 2.54% -773 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,759 $3.4M 0.75% -245 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,757 $3.4M 0.58% +214 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,755 $3.4M 0.77% +474 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,748 $3.39M 1.34% -134 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,719 $3.38M 1.19% +263 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 6,700 $3.37M 2.46% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,696 $3.37M 0.94% -21 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,689 $3.36M 0.99% -59 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 6,688 $3.36M 2.75% -133 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,672 $3.35M 0.05% -14 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,670 $3.35M 1.2% -302 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,663 $3.35M 1.65% +37 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,659 $3.35M 0.87% +181 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,650 $3.34M 0.89% +230 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,648 $3.34M 0.76% +127 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 6,646 $3.34M 1.63% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 6,629 $3.33M 0.95% -90 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,628 $3.33M 0.43% +2,635 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,627 $3.33M 0.29% -330 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,618 $3.33M 0.17% -555 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,616 $3.33M 0.76% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,612 $3.32M 0.41% +295 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for KLCM Advisors, Inc. 6,593 $3.31M 0.33% -333 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,590 $3.31M 0.4% +49 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,542 $3.29M 0.9% -2,257 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,531 $3.28M 0.56% -965 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 6,521 $3.28M 0.83% +893 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,516 $3.28M 0.71% +54 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,516 $3.28M 0.82% -530 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,512 $3.27M 0.99% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,506 $3.27M 2.53% -181 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 6,490 $3.26M 1.27% -830 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,553 $3.26M 0.55% +1,493 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,474 $3.25M 0.96% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,470 $3.25M 1.39% -145 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,595 $3.25M 0.89% -3,355 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,436 $3.24M 1.83% -89 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,432 $3.23M 0.48% +1,360 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,430 $3.23M 0.99% -24 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,421 $3.23M 0.89% -18 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,412 $3.22M 0.47% +1,338 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,407 $3.22M 0.49% -20 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 6,393 $3.21M 1.79% -258 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,378 $3.21M 0.44% -828 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,373 $3.2M 1.44% -104 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,367 $3.2M 0.19% +4,392 13F-HR/A Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,696 $3.2M 0.71% +418 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,360 $3.2M 1.21% -288 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,359 $3.2M 0.75% +51 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,346 $3.19M 0.98% +39 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,343 $3.19M 0.99% +304 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,400 $3.19M 0.53% -786 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,326 $3.18M 0.45% +1,376 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,327 $3.18M 0.52% -222 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 6,312 $3.17M 0.2% -133 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,380 $3.17M 2.24% -19 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,303 $3.17M 0.02% -935 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,297 $3.17M 1.62% +100 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 6,296 $3.17M 0.38% +176 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 6,296 $3.17M 0.7% +2 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 6,276 $3.15M 1.83% -450 13F-HR/A Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,272 $3.15M 0.41% +497 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,271 $3.15M 0.44% -4 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,264 $3.15M 0.28% +3 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,261 $3.15M 1.77% +141 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,245 $3.14M 0.44% -817 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,243 $3.14M 2.78% +70 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,241 $3.14M 1.42% +121 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,238 $3.14M 0.31% +305 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,230 $3.13M 0.02% +976 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,228 $3.13M 0.25% +1,154 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 6,215 $3.12M 0.66% -49 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 6,213 $3.12M 0.86% -407 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,212 $3.12M 0.24% -22 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,200 $3.12M 0.94% -638 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 6,193 $3.11M 1.41% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6,192 $3.11M 0.2% -244,267 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 6,176 $3.1M 1.98% -13 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,175 $3.1M 1.41% +3,242 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 6,164 $3.1M 0.04% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,165 $3.1M 2.01% -735 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,156 $3.09M 1.79% +1,006 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,137 $3.09M 2.15% +68 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,123 $3.08M 0.34% +101 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,123 $3.08M 0.49% +64 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,109 $3.07M 0.93% -32 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,103 $3.07M 0.81% -1,768 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,104 $3.07M 0.07% +1,208 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,098 $3.07M 0.34% -984 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,092 $3.06M 2.01% +3,945 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 6,082 $3.06M 0.58% +166 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,079 $3.06M 0.21% -409 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 6,053 $3.04M 0.05% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,040 $3.04M 0.43% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,024 $3.03M 0.33% +182 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,023 $3.03M 0.2% -18 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 6,002 $3.02M 2.34% -205 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,538 $3.02M 0.25% -3,626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,989 $3.01M 0.23% +128 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,984 $3.01M 1.22% +1,032 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,982 $3.01M 0.25% -7 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,979 $3.01M 0.46% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,970 $3M 2.56% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,961 $3M 1.59% -371 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,955 $2.99M 0.15% +82 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,954 $2.99M 0.19% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 5,946 $2.99M 0.89% -661 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,942 $2.99M 0.39% +2,262 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,939 $2.99M 0.26% +2,436 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,929 $2.98M 2.12% -294 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,915 $2.97M 0.95% +416 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,912 $2.97M 0.42% -462 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 5,895 $2.96M 1.87% -738 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,516 $2.95M 0.58% -1,541 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,872 $2.95M 0.44% -8 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,859 $2.95M 2.32% +50 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,858 $2.95M 0.83% +538 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,853 $2.94M 0.55% +1,580 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,841 $2.94M 0.15% +1 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 5,829 $2.93M 0.14% +2,577 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,818 $2.93M 0.68% -11 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,815 $2.92M 1.36% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 5,807 $2.92M 2.4% -20 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5,806 $2.92M 0.18% -1,577 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,805 $2.92M 0.2% +808 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,799 $2.92M 0.63% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,797 $2.91M 1.39% +37 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,797 $2.91M 1.82% 0 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 5,735 $2.88M 1.48% 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,729 $2.88M 1.36% -154 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 5,725 $2.88M 0.99% +894 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 5,724 $2.88M 0.47% +41 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 5,719 $2.88M 1.33% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,697 $2.86M 0.7% -87 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,695 $2.86M 0.03% -4,152 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 5,690 $2.86M 1.66% +118 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,685 $2.86M 0.37% +143 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,677 $2.85M 0.69% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,670 $2.85M 0.81% +13 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5,653 $2.84M 0.13% -91 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,646 $2.84M 1.01% +330 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,671 $2.84M 0.82% -9 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,637 $2.83M 1.77% -876 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,618 $2.82M 0.48% -376 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,616 $2.82M 0.34% +141 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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