Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 19,540 $614K 0.1% +573 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 19,496 $613K 0.61% +1,350 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 19,473 $612K 0.02% -582 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 19,464 $612K 0.02% -72 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,825 $607K 0.02% -7,626 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 19,271 $605K 0.41% -160 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 19,252 $605K 0.04% -6,679 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 20,660 $605K 0.04% -11,804 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,180 $603K 0.05% -182 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,179 $603K 0.23% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 19,111 $600K 0.18% -1,806 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 19,103 $600K 0.04% 0 13F-HR/A Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 19,057 $599K 0.18% 0 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18,988 $597K 0.02% -3,107 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 18,911 $594K 0.01% -9,100 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 18,851 $592K 0.32% -782 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,848 $592K 0.03% -50,293 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 18,724 $588K 0.05% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 18,659 $586K 0.24% -5,147 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 18,613 $585K 0.01% -1,866 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,467 $585K 0.09% -6,783 13F-HR/A Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 18,573 $584K 0.18% +10 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 18,526 $582K 0.01% -10,957 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 18,420 $579K 0.09% -1,258 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,372 $577K 0.05% -654 13F-HR Timeline LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 18,350 $577K 0.03% -173,705 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 18,324 $576K 0.35% -611 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 18,324 $576K 0.12% -302 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,321 $576K 0.02% -2,606 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 18,279 $574K 0.74% +7,584 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 18,244 $573K 0.32% +845 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 18,237 $573K 0.01% -1,880 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 18,202 $572K 0.01% -14,544 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 18,174 $571K 0.22% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 18,154 $570K 0.03% +3,664 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 18,105 $569K 0.13% -11,696 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,075 $568K 0.02% -1,343 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 18,056 $567K 0.33% -9,230 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 18,037 $567K 0.03% -12,095 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 18,013 $566K 0.04% -113 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 17,920 $563K <0.01% +10,440 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 17,891 $562K 0.24% +1,310 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 17,890 $562K 0.07% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 17,819 $560K 0.44% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 17,819 $560K 0.44% -81 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 17,800 $559K 0.55% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 17,780 $559K 0.08% +1,191 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 17,749 $558K 0.02% -2,722 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 17,701 $556K 0.12% +4,980 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 17,701 $556K 0.25% -181 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 17,637 $554K 0.15% +50 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,599 $553K 0.02% -3,211 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,483 $549K 0.02% -1,204 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 17,455 $548K 0.04% -2,057 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 17,405 $547K 0.07% -6,705 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 17,396 $547K 0.22% +142 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 17,393 $546K 0.12% -1,356 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 17,576 $546K 0.45% -2,806 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 17,312 $544K 0.04% -469 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 17,274 $543K 0.05% -14 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 17,253 $542K 0.13% -465 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 17,250 $542K 0.23% -5,500 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 17,187 $540K 0.22% +281 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 17,088 $537K 0.24% +3,858 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,006 $536K 0.08% -4,159 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 17,035 $535K 0.01% new 13F-HR/A Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,016 $535K 0.02% -1,188 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 16,930 $532K 0.15% -347 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,848 $529K 0.03% +2,869 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,851 $529K 0.02% -275,841 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,797 $528K 0.04% -318 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 16,772 $527K 0.24% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,314 $524K 0.02% -1,695 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 16,675 $524K 0.7% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 16,564 $520K 0.3% +3,104 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,548 $520K 0.04% -173 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 16,499 $518K 0.17% +3,662 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 16,480 $518K 0.32% -2,748 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 16,337 $513K 0.13% -9,419 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 16,292 $512K 0.1% -3,485 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 18,369 $511K 0.3% +6,530 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 17,300 $511K 0.05% 0 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 16,230 $510K 0.23% -200 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,197 $509K 0.01% -11,833 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,084 $505K 0.16% -951 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 16,068 $505K 0.1% +1,672 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 16,043 $504K 0.01% +191 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 16,028 $504K 0.07% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 16,019 $503K 0.02% +1,100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,005 $503K 0.15% -2,144 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,989 $502K 0.02% -4,474 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,980 $502K 0.02% -4,932 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 15,829 $497K 0.13% +5,005 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 15,833 $497K 0.12% -340 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,814 $497K 0.04% -656 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 15,751 $495K 0.14% -573 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 15,736 $494K 0.1% +10 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 15,586 $490K 0.09% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 15,499 $487K 0.12% +943 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 15,495 $487K 0.15% -1,358 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,389 $484K 0.02% -658 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,354 $482K 0.02% +39 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 15,344 $482K 0.01% +8,039 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 15,304 $481K 0.06% -233 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,272 $480K 0.06% +725 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,264 $480K 0.02% -1,710 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,108 $479K 0.19% +413 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 15,250 $479K 0.05% -728 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,234 $479K 0.08% +6,073 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,173 $477K 0.01% +199 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,163 $476K 0.46% -918 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 15,089 $474K 0.13% -1,456 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 15,063 $473K 0.06% +199 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,029 $472K 0.05% +1,791 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 15,013 $472K 0.11% +43 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 15,005 $471K 0.24% -227 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 14,976 $471K 0.1% -45 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,937 $469K 0.02% +1,303 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 14,924 $469K 0.16% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,903 $468K 0.06% +223 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,865 $467K 0.01% +439 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,829 $466K 0.09% +540 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,807 $465K 0.03% -4,904 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 14,778 $464K 0.02% -2,833 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 14,748 $463K 0.08% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 14,690 $462K 0.05% +1,465 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,688 $461K 0.06% -1,650 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 14,680 $461K 0.07% +1,675 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 14,648 $460K 0.02% -58 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 14,618 $459K 0.12% +429 13F-HR Timeline Trust Co More: the full row for Trust Co 14,599 $459K 0.05% -5,032 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 14,588 $458K 0.02% -1,775 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,502 $456K 0.02% +970 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,476 $455K 0.04% -3,128 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 14,448 $454K 0.3% -889 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,398 $452K 0.03% -4,265 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 14,382 $452K 0.08% +12 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 14,332 $450K 0.25% -2,548 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,905 $447K 0.06% -120 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,118 $444K 0.05% -516 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,111 $443K 0.2% +773 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 14,109 $443K <0.01% -67,322 13F-HR/A Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,095 $443K 0.06% +7,950 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,131 $443K 0.01% +1,422 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 14,055 $442K 0.03% -7,280 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,042 $441K 0.01% +158 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 14,029 $441K 0.21% +977 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 14,995 $441K 0.01% -70 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 14,001 $440K 0.01% -67,156 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 14,000 $440K 0.1% -652 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,000 $440K 0.1% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,956 $439K 0.02% -676 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 13,918 $437K 0.05% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 13,879 $436K 0.23% -266 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,884 $436K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,861 $436K 0.03% -1,144 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,861 $436K 0.01% -1,059 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,807 $434K 0.01% -1,105 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,782 $433K 0.03% +3,687 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 13,780 $433K 0.24% +270 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,767 $433K 0.03% -1,311 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,727 $431K 0.03% -161 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 13,704 $431K 0.35% -89 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,671 $430K 0.04% -1,376 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,646 $429K 0.15% -646 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 13,636 $428K 0.35% +343 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,625 $428K 0.06% +857 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,576 $427K 0.31% +582 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,565 $426K 0.05% -552 13F-HR Timeline Busey Bank More: the full row for Busey Bank 13,518 $425K 0.01% +477 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,507 $424K 0.07% +1,019 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 13,459 $423K 0.05% +550 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,451 $423K 0.03% -1,796 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,446 $422K 0.02% +1,855 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14,060 $421K 0.03% -1,568 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,400 $421K 0.37% +862 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 13,373 $420K 0.06% -1,459 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,327 $419K 0.08% -194 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 13,179 $414K 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,121 $412K 0.09% -3,820 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 13,116 $412K 0.04% -513 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,105 $412K 0.04% +1,551 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 13,057 $410K 0.04% -1,626 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,048 $410K 0.02% +998 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,246 $410K 0.11% -509 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 13,043 $410K 0.27% +702 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 13,036 $410K 0.02% -30 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,955 $407K 0.16% +717 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,931 $406K 0.02% -25,326 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,923 $406K 0.05% -4,189 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 12,922 $406K 0.07% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12,899 $405K 0.07% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 12,893 $405K 0.34% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12,832 $403K 0.14% -2,027 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 12,803 $402K 0.29% +286 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,764 $401K 0.07% -364 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,625 $397K 0.05% -4,588 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,615 $396K 0.15% -102 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 12,595 $396K 0.01% -333 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12,585 $395K 0.25% -478 13F-HR Timeline