Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 8,578 $453K 0.07% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,569 $453K 0.13% +15 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,518 $450K 0.02% -85 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 8,500 $449K 0.01% +1,400 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,492 $449K 0.02% -110 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,442 $446K 0.01% +1,338 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,412 $444K 0.09% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,401 $444K 0.02% +5 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,393 $443K 0.01% -2,857 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,644 $438K 0.01% +1,234 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 8,285 $438K 0.1% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,275 $437K 0.19% -41,275 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,659 $437K <0.01% +3 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,223 $435K 0.22% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,119 $429K 0.02% -2,062 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,112 $429K 0.01% -6,631 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,106 $428K 0.01% -2,328 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,093 $428K 0.02% +303 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,063 $426K 0.01% -387 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,054 $426K 0.15% +1,106 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,037 $425K 0.06% +36 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,025 $424K 0.01% +123 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,960 $421K 0.01% -1,758 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,950 $420K 0.01% new 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,935 $419K 0.03% -186 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,900 $417K 0.03% -900 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7,899 $417K 0.08% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,896 $417K 0.02% +3,441 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,525 $417K 0.06% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,828 $414K 0.11% +55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,787 $411K 0.01% +1,199 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,752 $410K 0.02% +118 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,688 $406K 0.02% -2,330 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,683 $406K 0.01% -600 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,655 $405K <0.01% -653 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,632 $403K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $402K 0.02% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,828 $402K <0.01% -202 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,580 $400K 0.06% -322 13F-HR Timeline Group Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,550 $399K 0.21% -87 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,540 $398K 0.01% -1,701 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,409 $391K 0.05% -704 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,405 $391K 0.02% -723 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,388 $390K 0.04% -351 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,379 $390K 0.27% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,376 $390K 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,345 $388K 0.01% +106 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,322 $387K 0.06% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,302 $386K 0.26% -133 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,268 $384K 0.16% +2,544 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $384K 0.1% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,240 $383K 0.01% -1,210 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,239 $383K 0.25% -5,795 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,233 $382K 0.03% -764 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,179 $379K 0.01% -77,277 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,176 $379K <0.01% +1,878 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,163 $378K 0.3% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,148 $378K 0.22% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,147 $378K 0.01% -1,660 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,130 $377K 0.05% -3,299 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 7,129 $377K 1.21% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,070 $374K 0.05% +1,500 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,064 $373K 0.01% -84 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,047 $372K 0.02% +924 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,044 $372K 0.02% -123 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 7,036 $372K 0.04% -2,897 13F-HR Timeline Group 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 7,003 $370K 0.01% -166 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,931 $366K 0.03% -150 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,924 $366K 0.05% +20 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,901 $365K 0.06% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,883 $364K 0.02% +83 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,855 $362K 0.02% -121 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,831 $361K 0.04% -348 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,795 $359K 0.06% -7 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,779 $358K 0.19% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,771 $358K <0.01% -117 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,762 $357K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,756 $357K <0.01% +11 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,700 $354K 0.04% -1 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,700 $354K 0.08% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,682 $353K 0.03% -54,012 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,664 $352K 0.18% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $352K 0.01% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,655 $352K 0.12% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,636 $351K 0.01% -1 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,615 $350K 0.03% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,610 $349K 0.04% +3 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $348K 0.2% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,560 $347K 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,539 $346K 0.01% -1,266 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,525 $345K 0.06% -188 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,521 $345K 0.02% +402 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,514 $344K 0.11% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,509 $344K 0.01% -9 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,508 $344K 0.07% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,505 $344K 0.05% +1,455 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,500 $343K 0.01% 0 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,406 $338K 0.02% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,391 $338K 0.21% -207 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,376 $337K <0.01% +202 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,373 $337K 0.02% +1,209 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $335K 0.23% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,331 $335K 0.03% +805 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,330 $334K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,326 $334K <0.01% +2,909 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,314 $334K 0.01% +636 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 6,308 $333K 0.05% -315 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,301 $333K 0.01% +3 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,291 $332K 0.01% -824 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,264 $331K 0.02% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $331K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,247 $330K 0.04% +57 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,170 $326K 0.04% -18,212 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,165 $326K 0.18% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,155 $325K 0.02% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,128 $324K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,107 $323K 0.02% -7 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,100 $322K <0.01% -440 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,094 $322K 0.16% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,053 $320K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,041 $319K 0.01% -715 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,034 $319K 0.01% +171 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,033 $319K 0.16% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,030 $319K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $318K 0.1% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,008 $317K 0.02% +539 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $317K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $317K 0.04% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $317K 0.06% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,995 $317K 0.07% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,985 $316K 0.13% +2 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,962 $315K 0.06% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,947 $314K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,928 $313K 0.06% +6 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,900 $312K 0.02% +68 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $312K 0.12% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,890 $311K 0.03% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,802 $311K 0.05% +4,725 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,854 $309K 0.01% +375 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $309K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,818 $307K 0.03% -117 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,813 $307K 0.01% -318 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,800 $306K 0.02% -43 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,786 $306K 0.01% +779 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,785 $306K 0.02% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,423 $305K 0.07% +110 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,748 $305K 0.07% -206 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,746 $304K 0.12% -100 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,715 $302K 0.01% +875 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,696 $301K 0.01% +305 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 5,692 $301K 0.26% 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,655 $299K 0.07% -75 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,629 $297K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,628 $297K 0.05% -198 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,615 $297K 0.09% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $295K 0.14% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,571 $294K 0.05% +4 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,568 $294K 0.1% +1,828 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,287 $293K 0.02% +100 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,540 $293K 0.02% -1,820 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,538 $293K <0.01% +565 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,525 $292K 0.02% -3,595 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,525 $292K 0.15% +1,378 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,513 $291K <0.01% -1,623 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,059 $290K 0.19% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,486 $290K 0.08% -500 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,479 $290K <0.01% -1,366 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 5,473 $289K 0.05% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,472 $289K 0.15% +33 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,470 $289K 0.01% -300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,464 $289K 0.02% -326 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,462 $289K 0.13% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,454 $288K 0.01% -1,609 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,441 $288K 0.01% +1,383 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,419 $286K 0.01% -154 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,415 $286K 0.01% +87 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,404 $286K 0.07% -17 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,388 $285K 0.19% -310 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,380 $284K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,379 $284K 0.09% -175 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,375 $284K 0.08% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,374 $284K 0.05% -238 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,360 $283K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,352 $283K 0.01% +172 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,326 $281K 0.02% -5 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,325 $281K 0.01% -130 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,325 $281K 0.01% -1,081 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,318 $281K 0.16% -489 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,309 $281K 0.04% -205 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,301 $280K 0.01% -238 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,291 $280K 0.1% -38 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,287 $279K 0.03% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,267 $278K 0.01% +199 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,225 $276K 0.01% +31 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,227 $275K <0.01% +1,619 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,787 $275K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,170 $273K <0.01% +26 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $273K 0.19% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,149 $272K 0.05% -159 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,377 $272K 0.02% 0 13F-HR Timeline