PDT Partners, LLC More: the full row for PDT Partners, LLC 2,600 $852K 0.05% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,599 $851K 0.4% -40 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,585 $847K 0.03% +1,346 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 2,580 $845K 0.04% -21,101 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,576 $844K 0.17% -1,865 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,575 $843K 0.81% 0 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,328 $843K 0.02% +746 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,553 $836K 0.41% +109 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,559 $834K 0.12% -114 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,532 $829K 0.18% +670 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,520 $825K 0.28% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,516 $824K 0.27% -42 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,511 $822K 0.58% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,237 $822K 0.05% +1 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,509 $822K 0.26% +38 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,487 $814K 0.05% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,484 $813K 0.34% +396 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,475 $811K 0.05% +215 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,472 $809K 0.08% -5,793 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,461 $806K 0.01% +597 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,460 $806K 0.22% +372 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 2,445 $801K 0.02% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,420 $793K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,412 $790K 0.04% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,400 $786K 0.02% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,396 $785K 0.02% +551 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,396 $785K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,331 $763K 0.01% +307 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,324 $761K 0.08% +13 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,317 $759K 0.07% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,312 $757K 0.39% -52 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,288 $749K 0.02% -1,195 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,279 $746K 0.26% +338 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,268 $743K 0.02% +1 13F-HR/A Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,262 $741K 0.03% -9,265 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,248 $736K 0.21% +63 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,926 $735K 0.1% +703 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,239 $734K 0.01% +571 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,235 $732K 0.03% -187 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,234 $732K 0.03% +525 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,219 $727K 0.01% -121 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,218 $726K 0.02% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,217 $726K 0.31% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,215 $725K 0.01% +149 13F-HR/A Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,213 $725K 0.54% -458 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,189 $717K 0.61% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,186 $716K 0.01% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,178 $713K 0.57% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,175 $712K 0.23% +85 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,161 $708K 0.01% +260 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,142 $702K 0.25% +114 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,138 $700K 0.13% +1,389 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,130 $698K 0.17% -3,211 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,117 $693K 0.17% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,113 $692K 0.19% +91 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,112 $692K 0.22% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,111 $691K 0.03% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,107 $690K 0.24% -694 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,096 $686K 0.13% +120 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,095 $686K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,094 $686K 0.04% -67 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,061 $684K 0.47% +102 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,087 $684K 0.03% +49 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,086 $683K 0.05% +4 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,082 $682K 0.03% -791 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,039 $668K 0.43% -6 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,034 $666K 0.22% +25 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,028 $664K 0.2% -224 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,980 $663K 0.13% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,016 $660K 0.08% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,003 $656K 0.02% +47 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,999 $655K 0.11% +162 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,995 $653K -781 Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,992 $652K 0.13% -26 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,988 $651K 0.05% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,979 $648K 0.01% -151 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,978 $648K 0.02% +190 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,968 $644K 0.07% +214 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,962 $643K 0.06% +292 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,954 $640K 0.48% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,949 $638K 0.02% +470 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,948 $638K 0.32% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,944 $637K 0.03% -13 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,943 $636K 0.01% -47 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,938 $635K 0.48% +1 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,937 $635K 0.01% +58 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,937 $634K 0.5% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,933 $633K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,917 $624K 0.06% -163 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,880 $616K 0.03% -88 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,871 $613K 0.02% +45 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,868 $612K 0.1% +493 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,865 $611K 0.06% +44 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,851 $606K 0.04% +51 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,845 $604K 0.02% -1,786 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,833 $600K 0.24% +125 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,816 $595K 0.48% +95 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,813 $594K 0.08% +39 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,812 $593K 0.06% -37 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,802 $590K 0.71% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,801 $590K 0.08% +709 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,801 $590K 0.28% new 13F-HR/A Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,800 $590K 0.12% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,786 $585K 0.08% +40 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,785 $585K 0.14% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,773 $581K 0.14% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,763 $577K <0.01% new 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,715 $574K 0.25% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,745 $571K 0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,740 $570K 0.03% -31 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,740 $570K 0.01% +186 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,736 $569K 0.05% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,728 $566K 0.01% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,724 $565K <0.01% -18 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,704 $558K 0.06% -105 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,702 $557K 0.01% +96 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,701 $557K 0.14% +204 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,700 $557K 0.08% +34 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,697 $556K 0.04% +5 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,690 $554K 0.02% -361 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,689 $553K 0.07% -32 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,689 $553K 0.23% +18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,672 $548K 0.02% +319 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,667 $546K 0.02% +499 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,665 $545K 0.17% +20 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,665 $545K 0.04% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,662 $544K 0.12% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,661 $544K 0.06% -20 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,660 $544K 0.31% -50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,636 $536K 0.04% +2 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,636 $536K 0.01% +262 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,634 $535K 0.09% +7 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,632 $534K 0.4% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,620 $531K 0.05% +373 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,614 $529K 0.22% -57 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,605 $526K 0.01% -324 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,600 $524K 0.19% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,600 $524K 0.19% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,600 $524K 0.09% -8 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,597 $523K 0.02% +5 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,541 $515K 0.02% +141 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,570 $514K 0.21% -51 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,568 $514K 0.06% -73 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,553 $508K 0.07% +662 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,550 $508K <0.01% -129 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,545 $506K 0.27% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,537 $503K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,521 $498K 0.02% +277 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,521 $498K 0.11% +175 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,519 $497K 0.14% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,518 $497K 0.02% +82 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,511 $495K 0.02% -26 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,510 $495K 0.1% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,508 $494K 0.04% -109 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,505 $493K 0.07% -490 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,501 $492K 0.02% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,501 $492K 0.05% +30 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,496 $490K 0.04% -18 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,495 $490K 0.03% -2,069 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,495 $490K 0.06% -79 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,488 $487K 0.05% +646 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,488 $487K 0.33% -61 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,476 $483K 0.23% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,476 $483K 0.1% +91 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,473 $482K 0.06% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,473 $482K 0.07% +111 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,472 $482K 0.04% -67 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,472 $482K 0.08% -173 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,470 $481K 0.03% -78 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,464 $479K 0.07% +2 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 1,463 $479K <0.01% -728 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,448 $474K -10 Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,445 $473K 0.1% -3,795 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,233 $471K 0.04% +40 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,436 $470K 0.18% +241 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,433 $469K 0.5% -10 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,423 $466K 0.04% -34 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,422 $466K 0.02% +25 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,419 $465K 0.17% +4 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,418 $464K 0.04% -34 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $462K 0.03% -13 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,404 $460K 0.06% -9 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,402 $459K 0.02% 0 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,401 $459K 0.07% +524 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,401 $459K <0.01% -7 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,394 $457K 0.12% +10 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,388 $455K 0.14% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,382 $452K 0.21% +404 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,381 $452K 0.11% -38 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,376 $450K 0.36% +1 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,375 $450K 0.07% -2 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,370 $449K 0.22% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,370 $449K 0.12% +107 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,368 $448K 0.03% -70 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,364 $447K 0.03% -105 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,361 $446K <0.01% -66 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,354 $443K 0.26% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,351 $442K 0.11% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,350 $442K 0.27% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,343 $440K 0.14% +81 13F-HR Timeline