RS CRUM INC. More: the full row for RS CRUM INC. 32,490 $1.02M 0.23% -393 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 32,483 $1.02M <0.01% -2,319 13F-HR Timeline SWS Partners More: the full row for SWS Partners 32,287 $1.01M 0.25% +1,442 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 32,233 $1.01M 0.97% -2,066 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 32,195 $1.01M 0.23% -774 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 32,191 $1.01M 0.29% -2,558 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 31,978 $1M 0.26% +9,802 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 31,810 $999K 0.02% -7,416 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 31,732 $997K 0.39% +2,214 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,682 $995K 0.01% +1,523 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 31,675 $995K 0.03% -1,887 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 31,632 $994K 0.48% +50 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 31,574 $992K 0.25% +248 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 30,691 $991K 0.07% -1,183 13F-HR Timeline Group Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 31,496 $990K 0.09% -68 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 31,435 $988K 0.1% +2,885 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 31,363 $985K 0.03% -6,491 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,333 $984K 0.02% -1,971 13F-HR Timeline Group Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 31,094 $977K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 31,072 $976K 0.57% -8,800 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 31,054 $976K 0.15% -8,600 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 30,949 $972K 0.08% -1,115 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 30,755 $966K 0.1% -18,780 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 30,037 $961K 0.75% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 31,075 $956K 0.4% -233 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 30,346 $953K 0.04% -725 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 30,249 $950K 0.08% -7,196 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 30,242 $950K 0.02% +1,943 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 30,232 $950K 0.63% +1,840 13F-HR/A Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 30,120 $946K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 30,060 $944K 0.06% -5,030 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30,025 $943K 0.08% +3,203 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 29,918 $940K 0.44% +191 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 30,779 $936K 0.32% +3,397 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 29,776 $936K 0.52% -6,281 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 29,694 $933K 0.24% -845 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 29,626 $931K 0.08% -27,601 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 29,103 $914K 0.08% -27,806 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 29,007 $911K 0.03% new 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 28,981 $911K 0.21% -6,117 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 28,878 $907K 0.9% -6,742 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,803 $905K 0.05% -9,549 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,669 $901K 0.06% -6,610 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 28,668 $901K 0.19% -2,821 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 28,668 $901K 0.53% +5,280 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 28,652 $900K 0.25% -3,007 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 28,611 $899K 0.29% -40,212 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 28,606 $899K 0.28% +2,424 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 28,479 $895K 0.02% -1,476 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 28,423 $893K 0.07% +161 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 28,365 $891K 0.3% +339 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 28,342 $891K <0.01% -236 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 28,301 $889K 0.47% -360 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 28,268 $888K 0.01% -556,365 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28,238 $887K 0.06% -4,708 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 28,234 $887K 0.22% -253 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 28,228 $887K 0.04% -9,395 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 28,050 $881K 0.03% +4,900 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 27,893 $876K 0.26% -864 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 27,781 $873K 0.18% -150 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 27,773 $873K 0.14% -18,328 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 27,661 $869K 0.26% -2,240 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 27,607 $867K 0.03% -6,258 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 19,466 $863K 0.09% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 27,466 $863K 0.19% -142 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 27,461 $863K 0.03% -2,396 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 27,409 $861K 0.04% +11,894 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 27,400 $861K 0.13% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 27,350 $859K 0.2% -13,878 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 27,036 $849K 0.07% -5,775 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 23,740 $847K 0.32% +4,169 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,929 $846K 0.06% +933 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 26,900 $845K 0.4% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,844 $843K 0.07% +1,781 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 26,749 $842K 0.01% -1,189 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,753 $841K 0.03% -4,004 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 26,641 $837K 0.04% -11,938 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 26,708 $836K 0.05% -3,362 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 26,496 $833K 0.16% +2,839 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 26,461 $831K 0.3% -287 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 26,437 $831K 0.04% -824 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 26,419 $830K 0.03% +2,029 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 29,678 $829K 0.03% +5,926 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 26,293 $826K 0.32% -5,053 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 25,982 $816K 0.52% +3,512 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 25,927 $815K 0.04% -7,388 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 25,853 $812K 0.1% +1,744 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 25,784 $810K 0.05% -1,690 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 25,756 $809K 0.13% -12,717 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 25,700 $807K 0.09% +11,500 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 25,603 $804K 0.32% +1,293 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 25,545 $803K 0.16% +1,023 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. 25,500 $801K 0.01% -1,250 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,421 $799K 0.02% +13,051 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 25,293 $795K 0.17% -2,525 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 25,208 $792K 0.15% +907 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 25,200 $792K 0.05% -1,533 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 25,000 $786K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 24,906 $783K 0.16% -140 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 24,884 $782K 0.01% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 24,814 $780K 0.11% -11,315 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,778 $779K 0.15% +649 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 24,566 $771K 0.12% -11,292 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 24,462 $769K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 24,341 $765K 0.06% +409 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 24,230 $761K 0.53% -83 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 24,148 $759K 0.09% -5,670 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 24,110 $758K 0.07% +2,439 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 24,055 $756K 0.03% -1,053 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 24,004 $754K 0.44% +1,490 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 24,003 $754K 0.03% -808 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 23,891 $751K 0.1% +940 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 23,811 $748K 0.31% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 23,593 $741K 0.09% -255 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,575 $741K 0.03% +9,536 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,357 $740K 0.06% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,832 $739K 0.04% -1,521 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 23,532 $739K +173 Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 19,653 $738K 0.14% +2,845 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 23,384 $735K 0.14% -6,335 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,332 $733K 0.03% -780 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23,328 $733K 0.14% +858 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 23,239 $730K 0.3% +914 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 23,207 $729K 0.02% +791 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23,186 $728K 0.05% -4,873 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 23,102 $726K <0.01% -3,739 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,914 $723K 0.17% -1,600 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 23,002 $723K 0.08% -480 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 22,988 $722K 0.18% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 22,947 $722K 0.03% -2,728 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 22,972 $722K 0.06% -1,350 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,915 $720K 0.07% -265 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22,900 $720K 0.13% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,839 $718K 0.06% -5,429 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,792 $716K 0.01% -441 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 22,740 $714K 0.1% -25,806 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 22,720 $714K 0.26% +3,915 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 22,524 $710K 0.09% +560 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,470 $706K 0.07% -6,650 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 22,455 $706K 0.15% +17,938 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,442 $705K 0.06% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 22,404 $704K 0.53% +3,306 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22,144 $696K 0.02% -1,074 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 22,093 $694K 0.4% -219 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 22,063 $693K 0.39% -980 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 22,030 $692K 0.09% -1,663 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 21,949 $690K 0.2% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21,853 $687K 0.09% -565 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 21,836 $686K 0.38% +3,169 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 21,757 $684K 0.09% -10,539 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 21,925 $683K 0.02% -379 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 21,675 $681K 0.25% -1,350 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 21,623 $679K 0.12% -48,941 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 21,622 $679K 0.14% -3,575 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 21,596 $679K 0.18% +101 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 21,584 $678K 0.1% -14,703 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,572 $678K 0.09% +1,484 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 21,530 $676K 0.54% -1,712 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 21,500 $676K 0.06% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 21,491 $675K 0.12% -350 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 21,446 $674K 0.06% +5,690 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,443 $674K 0.02% -21,332 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 21,400 $672K 0.11% -7,045 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,382 $672K 0.02% -143 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 21,380 $672K 0.02% -1,026 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 21,379 $672K 0.34% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 21,374 $672K 0.6% +4,265 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 21,312 $670K 0.08% -1,206 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,306 $669K 0.04% +4,461 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 21,272 $668K 0.05% -375 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 21,189 $666K 0.52% -298 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,082 $662K 0.03% +3,927 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 21,018 $660K 0.19% -2,465 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,504 $659K 0.02% +3,683 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 20,940 $658K 0.31% -1,108 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,917 $657K 0.02% -4,651 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 20,867 $656K 0.49% +2,602 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 24,280 $655K 0.27% +295 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,817 $654K 0.04% -459 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 20,763 $654K 0.04% -707 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 20,688 $650K 0.17% -4,607 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,545 $646K 0.01% +1,404 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22,020 $645K 0.01% -2,900 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 20,493 $644K 0.39% +4,092 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 20,296 $638K 0.09% +5,582 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,286 $637K 0.04% +2,841 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 20,277 $637K 0.11% -2,879 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,124 $635K 0.12% -583 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,167 $634K 0.11% +937 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 20,137 $633K 0.07% -2,570 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 20,091 $631K 0.1% +3,757 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,082 $631K 0.03% -1,077 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 20,065 $630K 0.49% +1,783 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,048 $630K 0.06% -23 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,974 $628K 0.03% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 19,856 $624K 0.05% -20,504 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 19,818 $623K 0.05% -916 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,800 $622K 0.05% -4,022 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 19,780 $621K 0.03% -83 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,551 $614K 0.02% -493 13F-HR Timeline Group