Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,927 $286K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,865 $284K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,863 $284K <0.01% +715 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,790 $281K <0.01% -710,884 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8,777 $281K 0.05% +1,000 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,691 $278K 0.02% +2,069 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,665 $277K 0.06% -5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,629 $276K 0.09% -2,886 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,550 $274K 0.04% -2,054 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,473 $271K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,449 $270K 0.02% -2,952 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,443 $270K 0.03% -288 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,709 $269K 0.11% -760 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,373 $268K 0.08% +275 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,314 $266K 0.01% -711 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,249 $264K 0.02% -3,546 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 8,087 $263K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,179 $262K 0.02% -34,013 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,167 $261K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,131 $260K 0.01% -24,535 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 8,114 $260K 0.15% -1,317 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,094 $259K 0.01% +475 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,081 $259K 0.01% -287 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 8,006 $256K 0.06% +336 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 8,004 $256K 0.06% +1,422 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,004 $256K 0.01% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,156 $254K <0.01% -87,081 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,931 $254K 0.04% +1,360 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,904 $253K 0.13% -1,539 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 7,744 $253K 0.09% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,883 $252K 0.01% +1,060 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,412 $251K <0.01% -1,023 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,800 $250K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,740 $248K 0.01% -1,362 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,700 $246K 0.18% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,668 $245K 0.01% -1,286 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,640 $245K 0.05% -250 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,633 $244K 0.03% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,603 $243K 0.03% -257 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,563 $242K 0.02% -35,326 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,550 $242K 0.08% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,547 $242K 0.03% +784 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,536 $241K 0.02% +94 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 7,533 $241K 0.03% +162 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,500 $240K 0.19% -1,500 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,500 $240K 0.12% new 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 7,435 $238K 0.22% -75 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,421 $238K 0.01% -1,609 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,400 $237K 0.05% +29 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,233 $232K 0.05% -911 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,231 $231K 0.04% -30 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,228 $231K 0.08% -149 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,218 $231K 0.03% -399 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 7,155 $229K 0.07% +2,750 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,154 $229K 0.01% -579 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,142 $229K 0.02% -23 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,103 $227K 0.03% +300 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,096 $227K 0.02% +385 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 7,091 $227K 0.06% +897 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,087 $227K 0.08% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,508 $226K 0.07% -9,984 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,064 $226K <0.01% -51 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,999 $224K <0.01% +554 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,940 $222K <0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,882 $220K 0.02% -168 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,011 $220K 0.01% -420 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,836 $219K 0.02% -217 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,800 $218K 0.21% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,760 $216K 0.06% -565 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,692 $214K 0.01% -250 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 6,690 $214K 0.22% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,686 $214K 0.04% -16,224 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,685 $214K 0.02% -100 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,250 $214K 0.19% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,635 $212K 0.01% +72 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,619 $212K 0.12% -811 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,582 $211K 0.12% +289 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,580 $211K 0.03% -640 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 6,575 $210K 0.13% -150 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,571 $210K 0.03% +3,939 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,556 $210K 0.06% -1,885 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,550 $210K 0.01% -38,866 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,548 $210K 0.02% -683 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,538 $209K 0.02% -58 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,529 $209K <0.01% -1,155 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,524 $209K 0.01% -1,244 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,475 $207K 0.06% -925 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,463 $207K 0.01% -548 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,450 $206K 0.11% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,450 $206K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,434 $206K 0.01% +434 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,423 $206K 0.04% +113 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,374 $204K 0.16% -906 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,362 $204K 0.04% +322 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,355 $203K 0.05% +50 13F-HR Timeline ANB BANK More: the full row for ANB BANK 6,317 $202K 0.08% +349 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,308 $202K <0.01% -789 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,291 $201K 0.04% -252 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,143 $200K 0.01% -1,180 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,161 $197K 0.01% -2,425 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,048 $194K 0.03% -164 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,877 $188K <0.01% +60 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,685 $182K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,522 $177K 0.04% -300 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,481 $175K <0.01% -485,278 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,201 $166K 0.02% -13,931 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,179 $166K <0.01% +811 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,118 $164K 0.02% -268 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,000 $160K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,954 $156K <0.01% +335 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 4,775 $153K 0.04% -1,211 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,040 $153K 0.05% +772 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 4,740 $152K 0.05% 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,550 $146K 0.02% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,471 $143K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,283 $137K 0.08% -12 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,180 $134K 0.02% -2,430 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,045 $129K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,874 $124K 0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,795 $121K 0.03% -86 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,759 $120K 0.01% +368 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,700 $118K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,631 $118K 0.08% -311 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,696 $118K 0.01% -26,490 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,616 $116K 0.01% +332 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,501 $112K <0.01% +108 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,212 $111K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,461 $111K 0.01% -74 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,424 $110K 0.01% +157 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,420 $109K <0.01% +400 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 3,350 $107K 0.02% +185 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,350 $107K 0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,307 $106K 0.02% -36 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,273 $105K <0.01% +622 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,216 $103K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,177 $102K <0.01% -18 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,109 $99.5K <0.01% -250 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,046 $97.5K 0.02% +16 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,868 $91.8K <0.01% +468 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,750 $88K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,755 $88K 0.06% -2,968 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,739 $87.7K 0.06% +2,731 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,700 $86.4K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,667 $85.4K 0.02% +635 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,650 $84.8K 0.02% -2,735 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,540 $81.3K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,541 $81K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,500 $80K 0.06% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,395 $76.7K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,394 $76.6K 0.02% +64 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,350 $75.2K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,306 $73.8K 0.02% +1,056 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2,050 $65.6K 0.08% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,023 $64.8K 0.07% +421 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,994 $64.4K 0.01% +19 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,000 $64K 0.02% 0 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 2,000 $64K 0.06% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,000 $64K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,970 $63.1K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,528 $62.1K <0.01% -2,662 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,906 $61K 0.03% +151 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,876 $60.1K 0.01% -162 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,863 $59.6K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,850 $59.2K 0.03% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,675 $55.6K 0.04% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,725 $55.2K <0.01% -3,650 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,662 $55.1K 0.08% -75 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,650 $53K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,648 $52.8K 0.01% -1,575 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,593 $51K <0.01% +344 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,568 $50.2K 0.03% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,550 $49.6K 0.01% +1,250 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,531 $49K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,500 $49K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,530 $49K 0.01% -114 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,510 $48.3K 0.01% -180 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,500 $48K 0.14% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,486 $47.6K 0.01% -1,037 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,468 $47K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,280 $41K <0.01% -2,579 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,278 $40.9K <0.01% +128 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,260 $40.3K 0.25% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,250 $40K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,182 $37.9K 0.02% +200 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,171 $37.5K <0.01% +50 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,167 $37.4K <0.01% +147 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,150 $37K 0.01% -353 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,113 $36K <0.01% +68 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,100 $35.2K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,100 $35.2K 0.01% -5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,094 $35K 0.01% -6,946 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,063 $34K 0.01% -51 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,048 $33.5K <0.01% -84 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,001 $32K 0.01% +460 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,000 $32K <0.01% new 13F-HR Timeline Rule One Partners, LLC More: the full row for Rule One Partners, LLC 1,000 $32K 0.03% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 984 $31.5K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 950 $30.4K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 948 $30.3K 0.01% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 884 $28.3K <0.01% -1 13F-HR Timeline