MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,967 $539K <0.01% -2,412 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,946 $539K 0.01% +2,857 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21,909 $538K 0.02% +8,469 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 21,668 $532K 0.06% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 21,624 $531K 0.24% +21,324 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 21,600 $530K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 21,588 $530K 0.24% +1,041 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 21,579 $530K 0.32% -1,467 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,574 $530K 0.09% -292 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 21,500 $528K 0.04% 0 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 21,500 $528K 0.37% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 21,482 $527K 0.06% +57 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 21,476 $527K 0.06% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 21,483 $527K 0.45% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 21,443 $526K -9,807 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,379 $525K 0.01% +2,181 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,269 $522K 0.06% -5,033 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 21,231 $521K 0.03% +6,248 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,230 $521K 0.01% -4,654 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 21,205 $517K -10,995 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 20,991 $515K 0.01% -23,044 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,977 $515K 0.02% -4,740 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 20,958 $515K <0.01% -1,000 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 20,925 $513K 0.35% -90 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20,879 $513K 0.29% +4,601 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,850 $512K <0.01% -6,180 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,600 $506K 0.05% -2,180 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,563 $505K 0.09% +5,734 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,392 $501K 0.05% +158 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 20,339 $499K 0.03% -10,141 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,285 $498K 0.02% -1,023 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 20,275 $498K 0.12% +3,019 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 20,272 $498K 0.01% -1,920 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,217 $496K 0.01% -7,426 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,155 $495K 0.02% +27 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,116 $494K 0.02% -1,184 13F-HR/A Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,048 $492K 0.04% 0 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 20,000 $491K 0.02% +10,000 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,790 $490K 0.05% +2,651 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19,928 $489K 0.04% +3,476 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 19,817 $487K 0.01% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 19,800 $486K 0.17% +3,000 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 19,773 $485K 0.02% +2,070 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,766 $485K 0.02% -193 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 19,741 $485K 0.16% +6,144 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 19,685 $483K 0.02% +3,912 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 19,674 $483K 0.01% -5,159 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,994 $482K 0.01% -13,925 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 19,624 $482K 0.04% -823 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 19,589 $481K 0.01% -535 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 19,571 $480K 0.16% -1,010 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 19,822 $480K 0.12% -3,420 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 19,472 $478K 0.43% -180 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 19,444 $477K 0.11% +580 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 19,350 $475K 0.01% -19,707 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 19,306 $474K 0.03% -11,405 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 19,233 $472K 0.11% -4,848 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 19,125 $470K 0.19% -471 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 19,716 $469K 0.43% -6,810 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 19,059 $468K 0.05% -6,510 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 18,980 $466K 0.23% -325 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,943 $464K 0.02% -5,792 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,743 $464K 0.09% -100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,937 $463K 0.01% -3,026 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 18,861 $463K 0.08% -3,946 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 18,788 $461K 0.02% -2,729 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,780 $461K 0.04% 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 18,767 $461K 0.05% -4,572 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,562 $456K 0.03% -8,258 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 18,482 $454K 0.37% +2,688 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 18,467 $453K 0.05% +258 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,457 $453K <0.01% -74,871 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,420 $452K 0.03% -809 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 18,400 $452K 0.15% +174 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,341 $450K 0.16% +4,360 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 18,272 $449K 0.04% -6,567 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 18,188 $447K 0.01% +2,456 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 18,394 $446K 0.05% -1,327 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,147 $446K <0.01% -3,355 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 18,132 $445K 0.11% +5,739 13F-HR/A Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 18,129 $445K 0.03% +1,750 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 18,039 $443K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,973 $441K 0.01% -7,072 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,967 $441K 0.04% -1,976 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 17,916 $440K 0.11% +2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 17,884 $439K 0.07% +1,439 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 17,819 $437K 0.02% -1,477 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 17,819 $437K 0.05% +4,640 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 17,751 $436K 0.04% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,757 $435K 0.1% +931 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 17,698 $434K 0.01% +2,757 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,636 $433K 0.27% +4,342 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 17,626 $433K 0.09% -247 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 17,595 $432K 0.01% -727 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,564 $431K 0.16% +319 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,554 $431K 0.01% -6,653 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,520 $430K 0.02% +551 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,482 $429K 0.01% -292 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,429 $428K 0.01% -333 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 17,385 $427K 0.07% -1,364 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 17,344 $426K 0.37% -2,933 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17,344 $426K 0.01% -7,467 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 17,342 $426K 0.32% new 13F-HR/A Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 17,219 $423K 0.03% new 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 17,764 $422K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,190 $422K 0.03% -479 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,185 $422K 0.04% +5,308 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 17,154 $421K 0.02% +1,385 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,153 $421K 0.02% +10,075 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 17,103 $420K 0.01% -6,279 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 17,030 $418K 0.08% +67 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 17,570 $418K 0.03% -4,188 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,000 $417K 0.11% -12,000 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 16,942 $416K 0.01% 0 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 16,923 $415K 0.18% +2,883 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 16,880 $414K 0.03% -2,092 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 16,871 $414K 0.04% -18,865 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 16,868 $414K 0.18% -800 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 16,848 $414K 0.04% -20,045 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 16,800 $412K 0.07% -277 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 16,774 $412K 0.01% -4,511 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 16,761 $411K 0.16% +499 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 16,750 $411K 0.18% -210 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16,729 $411K 0.18% +512 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,696 $410K 0.13% +77 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 16,675 $409K 0.39% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 16,666 $409K 0.01% -8,399 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,645 $409K 0.02% -4,438 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,640 $409K 0.03% -6,047 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 16,569 $407K 0.12% +245 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 16,553 $406K 0.19% -2,881 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,542 $406K 0.04% -306 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 16,482 $405K 0.08% -231 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,419 $403K 0.02% -1,435 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 16,372 $402K 0.04% 0 13F-HR Timeline Group Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 16,346 $401K 0.26% -575 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 16,345 $401K <0.01% -114,058 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 16,273 $399K 0.3% +32 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 16,385 $397K 0.01% -2,306 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 16,142 $396K 0.01% -3,174 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 16,048 $394K 0.21% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,043 $394K 0.02% -31,513 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 16,000 $393K 0.25% -10,000 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 15,992 $393K 0.01% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 15,940 $391K 0.05% +1,263 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,875 $390K 0.04% -2,520 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15,781 $387K 0.02% -1,079 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,728 $386K 0.01% -922 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,621 $386K 0.08% -4,132 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,715 $386K 0.04% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 15,680 $385K 0.25% -8,112 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 15,630 $384K 0.17% -400 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 15,626 $384K 0.07% +1,641 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 15,587 $383K 0.2% +600 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 15,550 $382K 0.09% +3,358 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 15,526 $381K 0.34% -3,612 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,524 $381K 0.01% -2,504 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,520 $381K -2,700 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,481 $380K 0.01% +3,183 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 15,782 $378K 0.06% +884 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,395 $378K 0.01% -445 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,364 $377K 0.01% -683 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15,346 $377K 0.1% -237 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15,343 $377K 0.03% -993 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,254 $374K 0.08% -277 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 15,177 $373K 0.08% +1,549 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,176 $373K 0.06% -1,638 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 15,108 $371K 0.08% -1,254 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 15,100 $371K 0.11% -182 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 15,013 $369K 0.06% -89 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 14,973 $368K 0.15% +2,749 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 14,970 $368K 0.22% -1,016 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,937 $367K 0.13% -254 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,899 $366K 0.09% -1,606 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,849 $365K 0.1% -3,529 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,838 $364K 0.04% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 14,837 $364K 0.03% +2,399 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 14,782 $363K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,774 $363K 0.01% -2,463 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14,772 $363K 0.1% -3,909 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,628 $363K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,613 $359K 0.01% -1,649 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 14,517 $356K 0.01% -2,405 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,502 $356K 0.04% -19,338 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,036 $354K 0.01% -58 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 349,654 $354K 0.06% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 14,396 $353K 0.03% +1,864 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 14,325 $352K 0.03% -3,471 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 14,293 $351K 0.01% -1,317 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 14,277 $350K 0.33% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 14,695 $349K <0.01% +2,727 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 14,152 $347K 0.02% -5,053 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 14,120 $347K 0.04% -5,349 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 14,106 $346K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,076 $346K 0.02% -2,420 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,036 $345K 0.03% +6,300 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 14,023 $344K 0.08% +584 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,933 $342K 0.1% +392 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 13,913 $342K 0.72% -3,048 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,830 $340K 0.02% -1,532 13F-HR Timeline