Field & Main Bank More: the full row for Field & Main Bank 2,478 $1.05M 0.31% -38 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,467 $1.04M 0.16% 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,465 $1.04M 0.26% +5 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,464 $1.04M 0.58% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,447 $1.03M 0.19% -129 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,434 $1.03M 0.09% -576 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,420 $1.02M 0.01% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 2,406 $1.02M 0.02% +10 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,400 $1.01M 0.03% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,395 $1.01M 0.31% -125 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,382 $1.01M 0.06% -4,410 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,378 $1M 0.06% +1,175 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,371 $1M 0.41% -228 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,361 $997K 0.38% +144 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,360 $997K 0.35% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,356 $995K 0.16% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,324 $982K 0.1% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,306 $974K 0.03% -279 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,303 $973K 0.03% +85 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,302 $973K 0.02% +34 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,203 $967K 0.04% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,287 $966K <0.01% +524 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,286 $966K 0.09% -31 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,281 $963K 0.23% -1,008 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,277 $962K 0.48% -35 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,315 $958K 0.05% +78 13F-HR/A Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,258 $954K 0.73% +69 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,878 $949K 0.08% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,225 $940K 0.22% -23 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,218 $937K 0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,190 $925K 0.01% -29 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,186 $923K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,180 $921K 0.09% +519 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,178 $920K 0.59% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,173 $918K 0.25% -2 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,159 $912K 0.14% -313 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,151 $909K 0.15% +55 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,146 $906K 0.23% +118 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,767 $906K 0.05% +138 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,135 $902K 0.03% +48 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,134 $901K 0.21% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,130 $900K 0.02% +840 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,128 $899K 0.04% +33 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,116 $894K 0.07% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,111 $892K 0.03% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,108 $890K 0.28% +1 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,106 $890K 0.05% -715 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,097 $886K 0.2% -20 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,096 $885K 0.05% +10 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,095 $885K 0.22% -18 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,089 $882K 0.02% -3,933 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,082 $879K 0.04% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,074 $876K 0.12% +1,210 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,071 $875K 0.04% -1,565 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,068 $873K 0.03% -167 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,117 $866K 0.01% -44 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,047 $865K 0.07% +559 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,046 $864K 0.26% +12 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,041 $862K 0.56% -20 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,034 $859K 0.05% +862 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,016 $851K 0.09% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,009 $849K 0.14% +17 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,002 $846K 0.11% +201 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,000 $845K 0.07% +56 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,000 $845K 0.01% -461 13F-HR Timeline Group TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 1,998 $844K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,998 $844K 0.01% +274 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,979 $836K 0.01% 0 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,970 $832K 0.02% +475 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,968 $831K 0.06% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,965 $830K 0.24% -147 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,963 $829K 0.07% +1 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,954 $825K 0.59% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,940 $819K 0.01% +238 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,937 $818K 0.55% -1 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,934 $817K 0.73% +1,072 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,913 $808K 0.01% -30 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,910 $807K 0.44% -129 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,908 $806K 0.18% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,907 $805K 0.05% +56 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,895 $801K 0.03% +15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,888 $798K 0.03% +216 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,875 $796K 0.64% -62 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,885 $796K 0.18% -245 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,880 $794K 0.27% -262 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,878 $793K 0.12% +10 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,859 $785K 0.07% -6 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,856 $784K 0.03% -147 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,851 $782K 0.05% +487 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,849 $781K 0.12% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,843 $778K 0.06% -145 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,842 $778K 0.01% -95 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,837 $776K 0.1% +24 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,817 $767K 0.36% -131 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,816 $767K 0.57% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,814 $766K 0.82% +12 13F-HR/A Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,801 $761K 0.35% 0 13F-HR/A Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,800 $760K 0.04% +60 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,800 $760K 0.14% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,795 $758K 0.07% -17 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,785 $754K 0.17% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,778 $751K 0.17% +5 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,776 $750K 0.09% -10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,752 $740K 0.02% -119 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,723 $728K 0.18% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,720 $726K 0.08% +16 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,712 $723K 0.01% -16 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,712 $720K 0.06% +513 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,690 $714K 0.27% -143 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,690 $714K 0.08% +1 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,689 $713K 0.31% +75 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,685 $712K 0.21% +20 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,677 $708K 0.29% -38 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,673 $707K 0.27% -16 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,669 $705K 0.15% +7 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,665 $703K 0.05% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,660 $701K 0.06% -1,341 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,660 $701K 0.01% -80 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,656 $699K 0.04% +148 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 1,645 $695K 0.02% -800 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,644 $694K 0.1% +10 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,639 $692K 0.05% -58 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,636 $691K 0.05% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,635 $691K 0.37% -25 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,634 $690K 0.01% -64,747 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,590 $690K 0.03% +49 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,632 $689K 0.36% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,627 $687K 0.02% -40 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,623 $686K 0.05% +989 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,607 $679K 0.02% +2 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,607 $679K 0.1% +7 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,605 $678K 0.17% +86 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,600 $676K 0.21% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,600 $676K 0.21% 0 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 1,595 $674K <0.01% +132 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,594 $673K 0.02% -355 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,579 $667K 0.07% +11 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,567 $662K 0.02% +635 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,567 $662K 0.03% -10,533 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,563 $660K 0.03% +366 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,557 $658K 0.09% 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 1,552 $656K 0.03% -1,028 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,546 $653K 0.24% +164 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,543 $652K 0.09% +38 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,538 $650K 0.24% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,524 $646K 0.04% +232 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,492 $646K 0.01% +197 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,525 $644K 0.1% -3,146 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,525 $644K 0.34% -20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,527 $643K 0.23% -43 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,516 $640K 0.03% +15 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,513 $639K 0.1% +324 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,513 $639K 0.01% -232 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,511 $638K 0.04% +560 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,506 $636K 0.05% +10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,505 $636K 0.08% +32 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,501 $634K 0.14% -20 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,497 $632K 0.38% +147 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,491 $630K 0.07% -4 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,489 $629K 0.38% +1 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,485 $627K 0.11% -25 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,485 $627K 0.08% +21 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,470 $621K 0.1% -31 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,469 $620K 0.03% -1 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,468 $620K 0.05% +50 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,466 $619K 0.08% -234 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,473 $618K 0.07% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,457 $615K 0.02% -54 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,456 $615K <0.01% +55 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,448 $612K 0.04% +116 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,445 $610K <0.01% -105 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,436 $607K 0.21% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,431 $604K 0.07% +27 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,431 $604K 0.15% +61 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,427 $603K 0.04% +4 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,425 $602K 0.04% +540 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,422 $601K 0.02% -175 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,413 $597K 0.02% +11 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $596K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,410 $596K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,407 $594K 0.05% +174 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,406 $594K 0.09% -593 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,402 $592K 0.02% -20 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,401 $592K 0.08% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,393 $588K 0.06% +165 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,390 $587K 0.14% -4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,389 $587K 0.12% +311 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,376 $581K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVFG LLC More: the full row for CVFG LLC 1,376 $581K 0.42% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,376 $581K 0.08% +1 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,370 $579K 0.26% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,368 $578K 0.16% -20 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,367 $577K 0.14% +16 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,366 $577K 0.01% -29,950 13F-HR/A Timeline Group KilterHowling LLC More: the full row for KilterHowling LLC 1,361 $575K 0.32% +7 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,353 $571K 0.12% -348 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,348 $569K 0.16% +287 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,343 $567K 0.08% +146 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,343 $567K 0.04% -25 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,343 $567K 0.17% 0 13F-HR Timeline