Smithfield Trust Co More: the full row for Smithfield Trust Co 880 $289K 0.01% -193 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 877 $289K 0.28% -9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 875 $288K 0.02% -138 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 868 $286K 0.19% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 868 $286K 0.01% +130 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 864 $284K 0.1% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 859 $283K 0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 858 $282K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 857 $282K 0.01% -571 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 857 $282K <0.01% 0 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 856 $282K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 856 $282K 0.08% 0 13F-HR/A Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 855 $281K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 892 $281K 0.19% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 854 $281K 0.01% -206 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 853 $280K 0.1% -6 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 851 $280K 0.01% +423 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 848 $279K 0.04% +47 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 847 $279K 0.22% -85 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 843 $277K 0.13% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 842 $277K <0.01% -7 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 841 $277K 0.07% +79 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 841 $277K 0.06% -43 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 841 $277K 0.22% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 838 $276K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 835 $275K 0.1% +74 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 831 $273K 0.05% 0 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 830 $273K 0.2% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 830 $273K 0.03% new 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 825 $271K 0.06% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 824 $271K 0.02% -2 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 822 $270K 0.07% -12 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 822 $270K 0.07% +62 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 820 $270K 0.12% -860 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 819 $269K 0.03% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 817 $269K 0.02% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 816 $269K 0.04% +2 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 816 $268K 0.04% +4 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 814 $268K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 813 $267K 0.03% -90 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 812 $267K 0.04% -59 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 811 $267K 0.06% -3 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 811 $267K 0.03% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 811 $267K 0.02% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 809 $266K 0.24% +55 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 807 $266K <0.01% +32 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 807 $266K 0.03% -5 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 805 $265K 0.12% -35 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 805 $265K 0.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 802 $264K 0.02% +48 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 801 $264K 0.01% +17 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 800 $263K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 798 $263K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 799 $263K 0.01% -6 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 797 $262K 0.04% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 787 $259K 0.02% -67 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 787 $259K 0.01% -23 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 786 $258K 0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 784 $258K 0.13% -7 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 784 $258K 0.01% +55 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 784 $258K 0.11% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 776 $255K 0.01% -44 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 774 $255K 0.13% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 760 $254K 0.1% +92 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 773 $254K 0.09% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 773 $254K 0.09% +36 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 770 $253K 0.13% -11 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 755 $253K 0.22% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 767 $252K 0.03% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 767 $252K 0.08% -13 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 765 $252K 0.17% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 764 $251K 0.02% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 762 $251K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 760 $250K 0.01% +23 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 759 $250K 0.06% +72 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 758 $249K 0.02% -74 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 753 $248K 0.07% +4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 753 $248K 0.04% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 751 $247K 0.03% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 751 $247K 0.01% -210 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 750 $247K 0.05% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 750 $247K 0.2% -4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 749 $246K 0.04% +14 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 747 $246K 0.07% -67 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 746 $245K 0.02% -93 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 743 $244K 0.05% -1,140 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 732 $244K 0.03% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 718 $244K 0.21% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 742 $244K 0.25% -173 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 741 $244K 0.18% -11 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 741 $244K 0.25% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 738 $243K 0.02% +69 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 738 $243K 0.02% +1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 738 $243K 0.01% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 727 $239K 0.16% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 724 $238K 0.21% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 749 $236K 0.02% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 716 $236K 0.14% -158 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 715 $235K 0.01% -37 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 706 $235K 0.01% +19 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 714 $235K 0.01% +78 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 714 $235K 0.01% -36 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 714 $235K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 713 $235K 0.09% -104 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 713 $234K 0.2% -150 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 712 $234K 0.25% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 710 $233K 0.01% new 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 700 $232K 0.02% -38 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 704 $231K 0.05% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 703 $231K 0.05% -24 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 702 $231K <0.01% +3 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 699 $230K 0.04% new 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 693 $228K 0.04% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 693 $228K <0.01% -615 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 693 $228K 0.02% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 689 $227K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 689 $227K 0.02% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 689 $227K 0.1% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 689 $227K 0.02% new 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 689 $227K 0.04% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 688 $226K 0.15% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 687 $226K 0.18% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 686 $226K 0.1% -301 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 685 $225K 0.01% 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 680 $224K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 680 $224K 0.02% +3 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 678 $223K 0.07% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 675 $222K 0.06% +290 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 674 $222K <0.01% -162,503 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 670 $220K 0.07% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 669 $220K 0.03% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 667 $219K 0.09% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 666 $219K 0.11% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 666 $219K 0.06% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 666 $219K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 662 $218K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 661 $217K 0.03% -8 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 660 $217K 0.02% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 658 $216K 0.04% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 657 $216K 0.04% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 655 $215K 0.13% new 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 653 $215K 0.03% -161 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 652 $215K 0.09% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 652 $215K 0.04% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 651 $214K <0.01% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 651 $214K 0.11% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 649 $214K 0.03% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 650 $214K 0.01% -10 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 649 $214K 0.03% -78 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 648 $213K 0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 647 $213K 0.02% -146 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 647 $213K 0.21% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 646 $212K 0.04% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 644 $212K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 639 $210K 0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 635 $209K 0.06% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 632 $208K 0.06% +1 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 633 $208K 0.18% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 630 $207K 0.11% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 628 $207K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 628 $206K 0.02% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 627 $206K 0.02% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 627 $206K 0.11% -277 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 626 $206K 0.15% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 625 $206K 0.08% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 620 $204K 0.02% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 616 $203K 0.14% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 612 $201K 0.17% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 610 $201K 0.03% new 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 610 $201K 0.03% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 610 $201K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 608 $200K 0.01% -265 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 608 $200K 0.03% new 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 608 $200K 0.15% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 606 $199K 0.05% -35 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 593 $199K 0.09% -171 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 595 $196K 0.04% -24 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 588 $193K 0.06% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 570 $188K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 569 $187K 0.08% -7 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 564 $186K 0.08% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 564 $186K 0.03% +25 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 550 $181K 0.13% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 547 $180K 0.01% +42 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 531 $175K 0.01% -300 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 492 $162K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 488 $161K 0.03% +5 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 476 $157K <0.01% -1 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 473 $156K 0.03% 0 13F-HR Timeline 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 452 $149K 0.01% -2,635 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 451 $148K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 450 $148K 0.05% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 437 $144K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 436 $143K 0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 429 $141K 0.1% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 427 $140K 0.05% +32 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 420 $138K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 420 $138K 0.01% -8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 413 $136K 0.01% +28 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 407 $133K 0.02% +54 13F-HR Timeline