HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,986 $515K 0.06% +25 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,003 $515K 0.11% -40 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,983 $514K 0.21% -95 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,972 $512K 0.02% -1,220 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,968 $512K 0.33% +1,218 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,963 $511K 0.02% -292 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,956 $510K 0.24% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,953 $509K 0.15% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,958 $509K 0.08% -107 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,947 $508K 0.03% +97 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,929 $505K 0.43% -803 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,924 $504K 0.22% 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,924 $504K 0.26% +26 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,917 $503K 0.07% +14 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,901 $500K 0.13% +41 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,900 $500K 0.27% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,898 $500K 0.11% +688 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,896 $499K 0.12% +8 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,894 $499K 0.28% -553 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,889 $498K 0.02% +65 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,900 $497K 0.09% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,875 $496K 0.01% +1,212 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,870 $495K 0.01% new 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,865 $494K 0.13% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,858 $493K 0.1% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,841 $490K 0.02% +220 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,830 $488K 0.12% +1 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,830 $488K 0.06% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,829 $488K 0.02% -175 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,822 $487K 0.02% +566 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,814 $485K 0.23% -224 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,811 $485K 0.29% -189 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,807 $484K 0.03% +592 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,810 $484K 0.24% -100 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 2,803 $483K 0.2% -4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,801 $483K 0.06% +14 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,795 $482K 0.24% +12 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,773 $478K 0.12% -45 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 2,773 $478K 0.28% -225 13F-HR/A Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,769 $478K 0.08% +369 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,771 $478K 0.1% -40 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,768 $477K 0.22% -58 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,765 $477K 0.05% -150 13F-HR Timeline Constellation Investimentos e Participa… More: the full row for Constellation Investimentos e Participacoes Ltda 2,765 $477K 0.46% -120 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,751 $474K 0.04% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,850 $472K 0.01% 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,732 $471K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,730 $471K 0.02% +131 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,520 $471K 0.12% +10 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,727 $470K 0.03% -472 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,723 $470K 0.05% +105 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,723 $469K 0.12% +65 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,720 $469K 0.17% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,716 $468K 0.19% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,709 $467K 0.04% +951 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,706 $467K 0.4% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,698 $465K 0.15% +9 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,815 $464K 0.1% -205 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,680 $462K 0.01% 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,665 $459K 0.03% -933 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,663 $459K 0.09% +14 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,545 $458K 0.04% -291 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,652 $457K 0.19% +308 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,648 $457K 0.08% +2 13F-HR/A Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,646 $456K 0.11% +10 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,630 $453K 0.15% -45 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,614 $451K 0.22% +6 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,606 $449K 0.06% +193 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,600 $448K 0.1% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,600 $448K 0.03% -9 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,598 $448K 0.1% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,593 $447K 0.08% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,723 $447K 0.12% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,590 $446K 0.11% -14 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,586 $446K 0.02% -310 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,586 $446K 0.1% +188 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,585 $446K 0.47% -5 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,576 $444K 0.05% +66 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,500 $443K 0.21% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,368 $439K 0.03% +299 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,539 $438K 0.05% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,532 $437K 0.09% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,521 $435K 0.06% +58 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,516 $434K 0.01% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,511 $433K 0.01% -3,127 13F-HR Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,500 $431K 0.39% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,500 $431K 0.04% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,494 $430K 0.33% -831 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,483 $428K 0.03% +146 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,482 $428K <0.01% -1 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,481 $428K 0.03% +33 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,454 $423K 0.17% -926 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,451 $423K 0.06% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,433 $419K 0.2% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,425 $418K 0.04% +146 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,425 $418K 0.1% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,420 $417K 0.03% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,416 $417K 0.04% -25 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,414 $416K 0.11% new 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,407 $415K 0.21% +12 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,407 $415K 0.01% -1 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,406 $415K 0.26% +506 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,400 $414K 0.11% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,400 $414K 0.25% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,389 $412K 0.21% +101 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,880 $410K 0.2% 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,371 $409K 0.18% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,365 $408K 0.01% +100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,360 $407K 0.04% -175 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,357 $406K 0.1% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,347 $405K 0.02% -101 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,335 $403K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,314 $399K 0.06% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,307 $398K 0.1% -19,393 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,325 $397K 0.24% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,300 $397K 0.18% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,297 $396K 0.01% +3 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,285 $394K 0.11% +175 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,283 $394K 0.22% -21 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,279 $393K 0.03% +9 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 2,276 $392K 0.24% -14,800 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,276 $392K 0.05% +5 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,272 $392K 0.04% -87 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,270 $391K 0.19% -114 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,263 $390K 0.06% +865 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,256 $389K 0.03% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,256 $389K 0.09% -100 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,250 $388K 0.06% +41 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,250 $388K 0.2% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,247 $387K 0.23% -315 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,247 $387K 0.11% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,234 $385K 0.41% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,228 $384K 0.08% 0 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 2,223 $383K 0.15% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,211 $381K 0.15% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,205 $380K 0.01% -71 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,189 $377K 0.04% -1 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,227 $377K 0.13% +10 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,185 $377K 0.02% -55 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,185 $377K 0.21% -135 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,184 $377K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,180 $376K 0.13% -499 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,176 $375K 0.05% -214 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,174 $375K 0.01% -1,680 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,172 $375K 0.08% -1,698 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,170 $374K 0.04% +185 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,170 $374K 0.11% -412 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,164 $373K 0.03% -93 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Code Waechter LLC More: the full row for Code Waechter LLC 2,163 $373K 0.33% -175 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,161 $373K 0.02% +778 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,152 $371K 0.15% -35 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,153 $371K 0.03% -4 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,139 $369K 0.21% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,138 $369K 0.03% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,137 $368K 0.08% +11 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,135 $368K 0.05% +25 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,130 $367K 0.28% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,129 $367K 0.04% -96 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,129 $367K 0.01% -25 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,127 $367K 0.08% -66 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,125 $366K 0.02% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,118 $365K 0.18% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,117 $365K 0.12% +65 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,115 $365K 0.01% 0 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,115 $365K 0.03% +15 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,109 $364K 0.07% +1 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,109 $364K 0.04% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,108 $363K 0.03% +1,109 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,105 $363K 0.03% +11 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,100 $362K 0.01% 0 13F-HR/A Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,097 $362K 0.17% -2,167 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,091 $361K 0.1% +13 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,090 $360K 0.23% -117 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,078 $358K 0.04% +5 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,072 $357K 0.14% +9 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,070 $357K 0.12% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,067 $356K 0.06% +150 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,949 $356K 0.02% -156 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 717 $356K 0.06% new 13F-HR Timeline Group ZIMMERMANN INVESTMENT MANAGEMENT & PLAN… More: the full row for ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2,061 $355K 15.67% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,059 $355K 0.2% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,047 $353K 0.1% +2 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,045 $353K 0.09% -707 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,044 $352K 0.14% -77 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,037 $351K 0.02% -126 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,035 $351K 0.08% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,023 $349K 0.14% -2 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 2,023 $349K 0.33% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,018 $348K 0.03% +90 13F-HR/A Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,013 $347K 0.32% 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 2,011 $347K 0.07% -348 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,011 $347K 0.09% -109 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,996 $346K 0.07% +88 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 2,004 $346K 0.18% +419 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,096 $346K 0.15% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,000 $345K 0.23% +125 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $345K 0.1% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,000 $345K 0.05% -1,000 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,000 $345K 0.23% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,000 $345K 0.09% new 13F-HR Timeline