Rossmore Private Capital More: the full row for Rossmore Private Capital 37,231 $1.37M 0.17% -5,640 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 37,144 $1.37M -3,588 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 37,139 $1.37M 0.04% -10,637 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 37,095 $1.37M 0.11% +6,099 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 37,052 $1.37M 0.06% -485,872 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 36,840 $1.36M 0.21% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 36,831 $1.36M 0.05% -2,104 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 36,611 $1.35M 0.09% -5,492 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,594 $1.34M -87,436 Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 36,367 $1.34M 0.54% +5,575 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 36,277 $1.34M 0.16% -8,693 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 36,271 $1.34M 0.66% +2,358 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 36,094 $1.33M 0.13% -122 13F-HR/A Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 36,139 $1.33M 0.1% +6,939 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 36,043 $1.33M 0.09% -37,831 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 36,031 $1.33M 1.16% +2,305 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 35,949 $1.33M 0.09% -1,376 13F-HR Timeline SWS Partners More: the full row for SWS Partners 35,927 $1.33M 0.44% -243 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 35,927 $1.33M 0.35% -560 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 69,245 $1.32M 0.04% -6,919 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 35,713 $1.32M 0.75% +3,054 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,633 $1.31M 0.02% -6,266 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 35,622 $1.31M 0.46% +286 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 35,440 $1.31M 0.15% +8,841 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 35,411 $1.31M 0.32% +5,257 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,371 $1.31M 0.02% -177,611 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 35,322 $1.3M 0.34% -16,023 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 35,303 $1.3M 0.09% -61,771 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 35,214 $1.3M 0.35% -454 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 35,127 $1.3M 0.57% +5,427 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 35,081 $1.29M 0.39% -4,356 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 35,000 $1.29M 1.09% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 34,901 $1.29M 0.04% +16,825 13F-HR/A Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 37,692 $1.29M 0.57% +8,569 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 34,778 $1.28M 0.11% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 34,749 $1.28M 0.83% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 34,745 $1.28M 0.87% -255 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 34,716 $1.28M 0.11% +1,713 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 34,672 $1.28M 0.13% -1,252 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 34,610 $1.28M 0.09% -2,392 13F-HR Timeline Group Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 34,629 $1.28M 1.23% -838 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 34,606 $1.28M 0.31% +5,382 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 34,508 $1.27M 0.66% +3,958 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 34,487 $1.27M 0.09% +3,755 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 34,095 $1.26M 0.11% +2,123 13F-HR Timeline Trust Co More: the full row for Trust Co 34,040 $1.26M 0.15% +13,072 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 33,975 $1.25M 0.09% +1,356 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 33,951 $1.25M 0.17% -281 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 33,790 $1.25M 0.01% -77,203 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33,752 $1.25M 0.02% +7,041 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 33,712 $1.24M 0.74% +30 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,513 $1.24M 0.22% -1,948 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 33,430 $1.23M 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 33,427 $1.23M 0.03% -2,770 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33,417 $1.23M 0.04% +2,966 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 33,247 $1.23M 0.34% -1,235 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 32,936 $1.22M 0.02% -8,726 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 32,889 $1.21M 0.1% +15,549 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 32,876 $1.21M 0.33% -12 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 32,825 $1.21M 0.04% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 32,782 $1.21M 0.12% +817 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 32,688 $1.21M 0.05% +5,394 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 32,815 $1.2M 0.02% -4,304 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 32,537 $1.2M 1.28% 0 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 32,326 $1.19M 0.11% -2,252 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 32,255 $1.19M 0.1% +13,003 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 32,045 $1.18M 0.07% -3,186 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 32,000 $1.18M 0.53% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 31,713 $1.17M 0.15% -404 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 31,681 $1.17M 0.27% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,650 $1.17M 0.02% +1,291 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 31,619 $1.17M 0.04% -4,225 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31,560 $1.16M 0.09% -19,225 13F-HR/A Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 31,549 $1.16M 0.24% +19,164 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 31,437 $1.16M 0.04% -1,928 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,377 $1.16M 0.04% -7,486 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 31,094 $1.15M 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 31,092 $1.15M 0.33% -666 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,006 $1.14M 0.14% -253 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 30,964 $1.14M 0.45% +10,038 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,928 $1.14M 0.05% +13,254 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 26,231 $1.14M 0.19% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 30,716 $1.13M 0.32% -1,875 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 30,647 $1.13M 0.02% -892,671 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 32,792 $1.13M 0.07% +4,036 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 30,573 $1.13M 0.18% +4,230 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 30,570 $1.13M 0.55% +3,073 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 30,343 $1.12M 0.35% +14,038 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 29,726 $1.12M 0.37% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 32,099 $1.11M 0.52% +1,295 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 30,121 $1.11M 0.56% +35 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,102 $1.11M 0.04% -7,919 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 29,617 $1.09M 0.3% +7,613 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 29,577 $1.09M 0.11% -7,582 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. 29,490 $1.09M 0.02% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 29,483 $1.09M 0.07% -2,454 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,315 $1.08M 0.05% +1,632 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,229 $1.08M 0.04% -23,211 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,182 $1.08M 0.06% +8,582 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 29,149 $1.08M 0.28% +4,746 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 29,148 $1.08M 0.17% +16,781 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29,095 $1.07M 0.1% -3,851 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29,042 $1.07M 0.23% +1,679 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,001 $1.07M 0.14% -245 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 28,961 $1.07M 0.64% +140 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 28,878 $1.07M 0.59% +9,406 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 28,787 $1.06M 0.07% -1,836 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 28,640 $1.06M 0.3% -30 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 28,577 $1.05M 0.04% -8,753 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 28,531 $1.05M 0.05% -4,237 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 28,477 $1.05M 0.11% +2,503 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 28,459 $1.05M 0.38% +9,387 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 28,149 $1.04M 0.02% -5,250 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 28,143 $1.04M 0.25% -534 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 28,064 $1.04M 0.82% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 27,939 $1.03M 0.16% -1,776 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 27,937 $1.03M 0.02% -904 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 27,771 $1.02M 0.14% +5,835 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 27,717 $1.02M 0.36% -792 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 27,682 $1.02M 0.33% -318 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,656 $1.02M 0.04% +2,099 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 27,632 $1.02M 0.01% -129,503 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 27,495 $1.01M 0.05% -8,809 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 27,464 $1.01M 0.43% +6,876 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 27,413 $1.01M 0.26% -2,347 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 27,328 $1.01M 0.14% -29,591 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 27,322 $1.01M 0.25% -136 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 27,284 $1.01M 0.06% -6,570 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 27,176 $1M 0.68% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 27,176 $1M 0.12% -2,913 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 27,082 $999K 0.05% +530 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,057 $998K 0.09% -475 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 26,939 $994K 0.18% +2,193 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 26,900 $993K 0.58% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,871 $992K 0.04% +10,864 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 26,826 $988K 0.05% -1,604 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 26,771 $988K 0.25% -10,678 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 26,748 $987K 0.42% +118 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 26,709 $986K 0.07% -666 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 26,708 $986K 0.04% +1,139 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 26,617 $982K 0.09% -490 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 26,566 $980K 0.03% -11,336 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 26,426 $975K 0.44% -78 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 26,325 $971K 0.4% -6,225 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 26,269 $969K 0.41% -17,923 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 26,226 $968K 0.4% +5,749 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,688 $967K 0.05% -2,383 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26,205 $967K 0.28% -17,350 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 26,078 $962K 0.06% -74,716 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,970 $958K 0.1% -4,537 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 25,915 $956K 0.8% -741 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 25,852 $954K 0.23% -135 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 25,772 $951K 0.06% -358 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 25,742 $950K 0.22% -26,275 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 25,690 $948K 0.22% -1,995 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 25,671 $947K 0.22% -3,407 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 25,594 $944K 0.36% -199 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25,560 $944K 0.1% +2,197 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 25,514 $943K 0.27% -1,499 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 25,540 $942K 0.3% -53,261 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 25,532 $942K 0.31% +4,750 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 25,479 $940K 0.02% +9,940 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 25,448 $939K 0.51% +601 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 25,446 $939K 0.07% -15,523 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 25,435 $939K 0.14% -1,483 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 25,392 $937K 0.09% -6,123 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,324 $934K 0.08% -5,303 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 25,312 $934K 0.04% +529 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 25,301 $934K 0.46% +4,812 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 25,234 $931K 0.09% -281 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 25,184 $929K 0.21% +2,538 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 25,168 $929K 0.09% -281 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 25,128 $927K 0.43% +1,725 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 24,989 $922K 0.53% -85,564 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,952 $921K 0.08% -125 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,925 $920K 0.15% -6,143 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 24,837 $916K 0.14% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,725 $912K 0.07% -1,156 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 24,685 $911K 0.24% -4,048 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 24,508 $904K 0.22% -1,598 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 24,488 $904K 0.16% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,477 $903K 0.04% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 24,460 $903K 0.36% -1,000 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 24,396 $900K 0.42% +2,554 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 89,548 $900K 0.14% -2,267 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 24,333 $898K 0.13% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 24,274 $896K 0.01% -37,781 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 24,239 $894K 0.1% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 24,237 $894K 0.04% -1,267 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 24,018 $886K 0.56% +2,095 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 23,918 $883K 0.36% -19,382 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 23,906 $882K 0.1% -10,629 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 25,907 $878K 0.09% -5,357 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 25,395 $875K 0.01% -2,885 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 23,691 $874K -754 Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 23,484 $867K 0.17% +1,408 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 23,447 $865K 0.6% +670 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 25,068 $858K 0.04% -3,663 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,241 $858K 0.11% +4,545 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 23,214 $857K 0.11% -9,573 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.