1248 Management, LLC More: the full row for 1248 Management, LLC 3,166 $541K 0.31% +2,926 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,611 $540K 0.61% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,149 $538K 0.36% -100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,141 $537K 0.02% -6,460 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,122 $533K 0.14% +125 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,118 $533K 0.03% +18 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,150 $530K 0.14% +5 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,093 $528K 0.06% +561 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,082 $527K <0.01% +108 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,082 $527K 0.26% +7 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,074 $525K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,067 $524K 0.02% +424 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,056 $522K 0.06% +1,024 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,040 $519K 0.3% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,038 $519K 0.06% 0 13F-HR/A Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,031 $518K 0.28% -97 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,024 $517K 0.02% -100 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,025 $517K 0.02% +14 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,015 $515K 0.02% -490 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,000 $513K 0.05% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,999 $512K 0.06% +150 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,997 $512K 0.2% +1,238 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,993 $511K 0.02% +66 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,992 $511K 0.21% +56 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,991 $511K 0.09% +855 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,991 $511K 0.23% +146 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,990 $511K 0.12% +97 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,986 $510K 0.07% +7 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for BROGAN FINANCIAL, INC. 2,904 $496K 0.21% +72 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,902 $496K 0.12% -59 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,900 $495K 0.02% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,900 $495K 0.23% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,881 $492K 0.09% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,863 $489K 0.18% -118 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,862 $489K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,859 $488K 0.12% -123 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,858 $488K 0.23% +56 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,857 $488K 0.08% +202 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,856 $488K 0.07% -19 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,849 $487K 0.06% -160 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,830 $484K 0.19% -2,515 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,826 $483K 0.09% -2 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,823 $482K 0.01% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,818 $481K 0.03% -460 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,800 $478K 0.04% +227 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,800 $478K <0.01% -375 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,800 $478K 0.29% +50 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,794 $477K 0.05% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,792 $477K 0.04% -693 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,790 $477K 0.4% -1,000 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,785 $476K 0.02% +72 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,775 $474K 0.07% +215 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,770 $473K 0.03% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,770 $473K 0.05% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,762 $472K 0.09% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,734 $467K 0.15% -1,681 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,735 $467K 0.07% new 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,734 $467K 0.28% +1 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,732 $467K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,726 $466K 0.08% +337 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,725 $466K 0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,723 $465K 0.11% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,720 $465K 0.22% -613 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,717 $464K 0.09% +150 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,711 $463K 0.32% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,704 $462K 0.02% +771 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,695 $460K 0.1% -78 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,694 $460K 0.22% +1,023 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,685 $459K 0.05% -59 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,674 $457K 0.05% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,656 $454K 0.24% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,650 $453K 0.15% -84 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,645 $452K 0.07% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,643 $452K 0.05% +15 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,626 $449K 0.02% +398 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,615 $447K 0.17% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,614 $447K 0.06% +61 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,609 $446K 0.04% +500 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,600 $444K 0.14% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,582 $441K 0.15% +86 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,581 $441K 0.03% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,580 $441K 0.19% -21 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,580 $441K 0.06% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,579 $441K 0.33% +79 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,561 $438K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,555 $436K 0.06% -893 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,548 $435K 0.02% +134 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,535 $433K 0.16% -220 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,600 $433K 0.07% -300 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,535 $433K 0.18% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,527 $432K 0.02% -128 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 2,523 $431K 0.02% -198 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,516 $430K 0.01% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,515 $430K 0.02% +168 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,510 $429K 0.27% +1,337 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,502 $427K 0.01% -57 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,500 $427K 0.03% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,494 $426K 0.02% +108 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,492 $426K 0.22% -109 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,491 $426K 0.02% +1,908 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,488 $425K 0.03% -14 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,483 $424K 0.18% -580 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,609 $424K 0.11% +14 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,480 $424K 0.11% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,470 $422K 0.11% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,459 $420K 0.03% +446 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,457 $420K 0.05% +101 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,448 $418K 0.14% -77 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,446 $418K 0.14% +424 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,446 $418K 0.05% +15 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,445 $418K 0.18% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,441 $417K 0.12% +365 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,438 $417K 0.02% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,433 $416K 0.33% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,697 $415K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REIK & CO., LLC More: the full row for REIK & CO., LLC 2,425 $414K 0.11% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,425 $414K 0.33% +5 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,422 $414K 0.16% -123 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,413 $412K 0.03% new 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,411 $412K <0.01% -4 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,405 $411K 0.16% +5 13F-HR/A Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,400 $410K 0.03% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,400 $410K 0.02% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,400 $410K 0.22% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,395 $409K 0.08% +184 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,384 $407K 0.17% +13 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,373 $405K 0.21% -8 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,372 $405K 0.02% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,371 $405K 0.03% +616 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,370 $405K 0.02% -60 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,404 $404K 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,359 $403K 0.03% +288 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,357 $403K 0.08% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,350 $401K 0.21% -1,200 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,343 $400K 0.03% -1,826 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,343 $400K 0.01% -90 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,332 $398K 0.03% +160 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,327 $398K 0.08% -369 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,325 $397K 0.23% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,320 $396K 0.23% -200 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,314 $395K 0.05% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,309 $394K 0.11% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,301 $393K 0.06% -343 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,300 $393K 0.16% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,298 $393K 0.02% +323 13F-HR/A Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,379 $392K 0.08% -796 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,296 $392K 0.04% +6 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,292 $392K 0.04% -418 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,283 $390K 0.03% +242 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,279 $389K 0.02% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,274 $389K 0.01% -60 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,272 $388K 0.01% +1 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,272 $388K 0.09% +16 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,266 $387K 0.05% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,262 $386K 0.07% +721 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,262 $386K 0.18% +12 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,256 $385K 0.03% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,252 $385K 0.03% +14 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,244 $383K 0.05% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,239 $383K 0.18% +284 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,231 $381K 0.02% +350 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,230 $381K 0.01% +7 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,222 $380K 0.08% +1 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,213 $378K 0.08% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,211 $378K 0.14% +12 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,210 $378K 0.06% +40 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,210 $378K 0.36% -355 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,202 $376K 0.17% -101 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,190 $374K 0.07% +20 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,179 $372K 0.06% -200 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,176 $372K 0.04% +23 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,173 $371K 0.07% +753 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,169 $371K 0.02% -83 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,167 $370K 0.04% -13 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,515 $369K 0.13% +15 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,155 $368K 0.09% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,153 $368K 0.12% -21 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,150 $367K 0.16% -2,870 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,148 $367K 0.14% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,144 $366K 0.02% +515 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,140 $366K 0.01% -3 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,133 $364K 0.07% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,132 $364K 0.12% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,128 $364K 0.05% -1,200 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,123 $363K 0.12% +266 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,118 $362K 0.1% -52 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,111 $361K 0.08% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,109 $360K 0.05% 0 13F-HR Timeline