Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,311 $366K 0.02% -608 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,311 $366K 0.13% +278 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,308 $365K 0.04% -15 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,306 $365K 0.04% -182 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,305 $364K 0.03% -14 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,302 $364K 0.01% 0 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,302 $363K 0.05% -2 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,300 $363K 0.35% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,300 $363K 0.03% +100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,297 $362K 0.07% -4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,294 $361K 0.05% -58 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,294 $361K 0.05% -50 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,293 $361K 0.03% -143 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,290 $360K 0.03% +66 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,308 $360K 0.04% +29 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,286 $359K 0.02% +68 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,283 $359K 0.06% +3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,283 $358K 0.03% +485 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,279 $357K 0.04% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,276 $356K 0.07% -128 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,487 $356K 0.11% -655 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,273 $355K 0.02% -74 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,267 $354K 0.06% +86 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,265 $353K 0.1% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,264 $353K 0.03% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,263 $353K 0.01% -151 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,260 $352K 0.2% -4 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,259 $352K 0.02% +110 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,257 $351K 0.22% -248 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,253 $350K 0.01% +136 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,249 $349K 0.13% 0 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,246 $348K 0.02% +39 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,243 $347K <0.01% +11 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,237 $346K 0.21% +15 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,237 $345K 0.17% -3 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,236 $345K 0.16% +238 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,229 $343K 0.1% -64 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,226 $342K 0.26% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,219 $340K 0.2% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,216 $340K 0.04% +26 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,214 $339K 0.01% +22 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,212 $338K 0.03% -9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,204 $338K 0.01% -1,142 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,211 $338K 0.03% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,207 $337K 0.02% +176 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,204 $336K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,195 $334K 0.01% +352 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,195 $334K 0.01% -43 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,187 $332K 0.02% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,183 $330K 0.01% -1,459 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,182 $330K 0.09% -92 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,181 $330K 0.04% +27 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,181 $330K 0.17% -28 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,177 $329K 0.15% -501 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,173 $328K 0.13% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,172 $327K 0.01% -64 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,171 $327K 0.19% +495 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,168 $326K 0.05% -51 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,161 $324K 0.32% +13 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,035 $324K 0.03% +119 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,160 $324K 0.05% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,158 $323K 0.01% -892 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,155 $323K 0.08% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,155 $323K 0.01% -98 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,150 $321K 0.02% -210 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,147 $320K 0.02% +295 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,147 $320K 0.02% -50 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,136 $317K 0.26% +232 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,134 $317K 0.04% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,130 $316K 0.11% -42 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,130 $316K 0.03% +11 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,129 $315K 0.01% +198 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,129 $315K 0.04% +302 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,129 $315K 0.01% +49 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,023 $315K 0.1% +58 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 1,127 $315K 0.32% +36 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,126 $314K 0.01% -77 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,118 $312K <0.01% +57 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,116 $312K 0.09% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,110 $310K 0.17% -363 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,110 $310K 0.29% +483 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,106 $309K 0.08% 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 1,105 $309K 0.02% -495 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,101 $308K 0.19% -30 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,099 $307K 0.01% +22 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,096 $306K 0.08% -226 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,095 $306K 0.04% +50 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,095 $306K 0.09% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,093 $305K 0.1% +5 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,090 $304K 0.01% +1 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,089 $304K 0.07% -31 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,086 $303K 0.2% +410 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,086 $303K 0.07% -1,935 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,084 $303K 0.02% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,079 $301K 0.06% +219 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,003 $301K 0.23% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,075 $300K 0.06% +107 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,074 $300K 0.17% +30 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,074 $300K 0.01% -623 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,071 $299K 0.07% +7 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,068 $298K 0.05% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,068 $298K 0.04% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 1,065 $297K 0.16% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,061 $296K 0.02% -18 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,059 $296K 0.09% +1 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,055 $295K 0.14% +60 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,046 $292K 0.03% +974 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,045 $292K 0.03% +9 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,044 $292K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,044 $292K 0.02% +331 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,044 $292K 0.06% -25 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,042 $291K 0.02% -324 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,036 $289K 0.15% +28 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,034 $289K 0.19% +412 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 966 $288K 0.25% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,031 $288K 0.04% -35 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,030 $288K 0.03% +285 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,027 $287K 0.11% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,021 $285K 0.07% +1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,021 $285K <0.01% -8 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,020 $285K 0.14% -75 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,020 $285K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,018 $284K 0.01% +52 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,015 $283K 0.02% -760 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,015 $283K 0.04% +242 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,014 $283K 0.09% +301 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,012 $282K 0.19% +163 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,010 $282K 0.02% -148 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,007 $281K 0.01% +56 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,005 $281K 0.06% +36 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,003 $280K 0.02% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,001 $279K 0.03% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 996 $278K 0.02% +138 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 992 $277K 0.14% -36 13F-HR/A Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 984 $275K 0.03% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 981 $274K 0.01% -228 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 979 $273K 0.11% +67 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 977 $273K 0.02% -62 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 975 $272K 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 975 $272K 0.03% +94 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 974 $272K 0.01% -197 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 966 $270K 0.07% +1 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 966 $270K 0.01% -13 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 962 $269K 0.11% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 961 $268K 0.01% -5 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 960 $268K 0.08% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 959 $268K 0.03% -196 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 959 $268K 0.24% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 958 $268K 0.03% -16 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 949 $265K 0.03% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 947 $264K 0.21% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 939 $262K 0.07% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 934 $261K 0.05% +9 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 932 $260K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 930 $260K 0.05% +19 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 930 $260K 0.07% -2 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 929 $259K 0.01% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 928 $259K 0.1% -2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 927 $259K <0.01% +429 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 881 $259K 0.15% -148 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 926 $259K 0.1% +315 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 923 $258K <0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 921 $257K 0.09% -1,116 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 920 $257K 0.02% -88 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 919 $257K 0.15% -342 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 918 $256K 0.39% -4 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 917 $256K 0.05% +6 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 917 $256K 0.06% +101 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 916 $256K 0.24% +177 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 914 $255K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 913 $255K 0.04% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 912 $255K 0.03% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 21,780 $254K 0.02% -7,310 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 911 $254K 0.05% -10 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 908 $254K 0.03% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 906 $253K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 905 $253K 0.01% +305 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 904 $252K 0.09% +1 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 904 $252K 0.08% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 903 $252K 0.11% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 902 $252K 0.01% +114 13F-HR/A Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 901 $252K 0.05% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 899 $251K 0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 894 $250K 0.01% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 892 $249K 0.04% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 775 $249K <0.01% -15 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 891 $249K 0.21% -1 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 890 $249K 0.05% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 889 $248K 0.07% -5 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 889 $248K 0.01% +212 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 889 $248K 0.25% -375 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 888 $248K 0.05% +168 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 887 $248K 0.02% +320 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 884 $247K 0.01% +12 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 884 $247K 0.01% -127 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 883 $247K 0.04% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 883 $247K <0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 881 $246K 0.01% +114 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 880 $246K 0.12% -20 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 879 $246K 0.04% 0 13F-HR Timeline