OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 895 $258K 0.04% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 894 $258K 0.09% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 892 $257K 0.05% +2 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 888 $256K 0.08% +49 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 888 $256K 0.03% +223 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 886 $255K 0.14% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 886 $255K 0.17% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 880 $255K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 876 $253K 0.18% -54 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 875 $252K 0.02% 0 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 875 $252K 0.02% -102 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 871 $251K 0.02% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 869 $251K 0.04% +219 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 869 $250K 0.03% -709 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 864 $249K 0.08% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 862 $248K 0.16% new 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 860 $248K 0.15% +17 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 $247K <0.01% 0 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 856 $247K 0.01% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 856 $247K 0.02% +4 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Grunden Financial Advisory, Inc. 851 $245K 0.1% +4 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 849 $245K 0.01% +100 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 848 $244K 0.05% -36 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 842 $243K 0.01% -120 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 841 $242K 0.18% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 841 $242K 0.02% -16 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 838 $242K 0.02% -1,067 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 839 $242K 0.02% -4 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 834 $240K 0.03% +4 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 807 $240K 0.02% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 831 $240K 0.04% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 825 $238K 0.01% -106 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 897 $237K 0.08% +68 13F-HR Timeline S&CO INC More: the full row for S&CO INC 824 $237K 0.01% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 822 $237K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 819 $236K 0.01% +55 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 818 $236K 0.01% +9 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 817 $236K 0.09% +32 13F-HR/A Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 816 $235K 0.08% -384 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 814 $235K 0.04% -50 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 811 $234K 0.02% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 809 $233K 0.02% -505 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 805 $232K 0.05% 0 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 795 $229K 0.11% new 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 793 $229K <0.01% 0 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 790 $228K 0.06% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 789 $227K 0.06% -371 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 782 $225K 0.01% -2 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 780 $225K 0.02% -224 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 780 $225K 0.01% -268 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 776 $224K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 773 $223K 0.08% -72 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 763 $222K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 880 $221K 0.02% -120 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 766 $221K 0.11% -4 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 766 $221K 0.05% +1 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 765 $221K 0.14% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 764 $220K 0.02% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 761 $219K 0.06% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 761 $219K 0.02% -20 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 761 $219K 0.14% +28 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 746 $218K 0.07% +102 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 753 $217K 0.03% -3 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 750 $216K 0.07% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 747 $215K 0.05% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 747 $215K 0.07% -20 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 747 $215K 0.09% -2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 743 $215K 0.07% -201 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 745 $215K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 745 $215K 0.06% +122 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 944 $214K 0.06% +91 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 741 $214K 0.05% -12 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 732 $211K 0.01% -164 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 732 $211K 0.12% +45 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 732 $211K 0.03% -29 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 730 $210K 0.02% -33 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 727 $210K 0.12% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 724 $209K 0.08% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 723 $208K 0.02% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 718 $207K 0.01% -1,969 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 718 $207K 0.11% +33 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 716 $206K 0.04% -1,253 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 714 $206K 0.01% -125 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 713 $206K 0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 668 $205K 0.02% -167 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 709 $204K 0.06% +36 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 708 $204K 0.02% -198 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 705 $203K <0.01% -137 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 704 $203K 0.01% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 704 $203K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 658 $202K 0.13% -179 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 700 $202K 0.2% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 694 $200K 0.03% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 671 $193K 0.02% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 671 $193K 0.09% +334 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 664 $191K 0.04% -10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 660 $190K 0.15% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 657 $189K 0.01% +28 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,225 $189K 0.03% +261 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 653 $188K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 636 $183K 0.01% +82 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 632 $182K 0.04% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 630 $182K 0.1% -294 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 629 $181K 0.08% -240 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 608 $175K 0.03% -71 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 595 $172K <0.01% +137 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 593 $171K 0.13% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 592 $171K 0.01% -44 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 584 $168K <0.01% -118 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 574 $165K 0.02% +10 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 569 $164K 0.06% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 564 $163K 0.06% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 563 $162K 0.01% -21 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 556 $160K 0.02% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 550 $159K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 539 $155K 0.01% +63 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 529 $152K 0.03% +1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 521 $150K 0.01% +4 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 500 $144K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 315 $90.8K 0.07% -4 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 313 $90.2K 0.05% +59 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 308 $89K 0.01% -41 13F-HR Timeline AMERIFLEX GROUP, INC. 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