WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,526 $1.09M 0.03% -184 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,519 $1.08M 0.27% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,514 $1.08M 0.28% -973 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,508 $1.08M 0.03% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,506 $1.07M 0.54% -464 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,502 $1.07M 0.09% -17 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,497 $1.07M 0.18% +3 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,493 $1.06M <0.01% +183 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,488 $1.06M 0.01% +788 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,488 $1.06M 0.02% -14 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,481 $1.06M 0.13% -29 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,480 $1.06M 0.03% +1,475 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,467 $1.05M 0.57% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,466 $1.05M 0.06% +176 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,465 $1.04M 0.01% +110 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,458 $1.04M 0.01% +92 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,453 $1.04M 0.35% +140 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,452 $1.04M 0.04% -19,654 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,449 $1.03M 0.15% -218 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,444 $1.03M 0.47% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,556 $1.03M 0.28% -118 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,440 $1.03M 0.03% -246 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,435 $1.02M 0.5% 0 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 1,434 $1.02M 0.04% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,431 $1.02M 0.69% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,431 $1.02M 0.24% +1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,428 $1.02M 0.05% -30 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,427 $1.02M 0.01% +15 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,426 $1.02M 0.05% +11 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,426 $1.02M 0.44% +1 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,420 $1.01M 0.12% +655 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,418 $1.01M 0.13% -191 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,417 $1.01M 0.31% -24 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $1.01M 0.04% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,408 $1M 0.25% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,400 $998K 0.28% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,398 $997K 0.03% +41 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,395 $995K 0.04% -125 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,394 $994K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,392 $993K 0.08% +10 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,383 $986K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,382 $986K 0.07% -36 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,373 $979K 0.03% +382 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,372 $979K 0.43% +44 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,370 $977K 0.15% -72 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,367 $975K +115 Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,366 $974K 0.44% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,600 $974K 0.27% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,363 $972K 0.01% +223 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,359 $969K 0.12% -9 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,355 $966K 0.19% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,352 $964K 0.51% -399 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,351 $964K 0.21% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,347 $961K 0.33% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,346 $959K 0.14% +74 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,340 $956K 0.04% -390 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,334 $952K 0.34% -49 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,334 $951K 0.29% +12 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,333 $951K 0.28% -384 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,333 $951K 0.6% +4 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,331 $949K 0.05% -99 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,325 $945K 0.01% +187 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,320 $941K 0.08% +36 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,426 $941K 0.01% +36 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,310 $934K 0.04% -6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,309 $934K 0.06% 0 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,308 $933K 0.08% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,307 $932K 0.12% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,304 $930K 0.01% +152 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,304 $930K 0.03% -1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,304 $930K 0.05% +5 13F-HR/A Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,292 $921K 0.31% -2 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,291 $921K 0.02% -10 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,289 $919K 0.08% -536 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,286 $917K 0.22% +735 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,280 $913K 0.02% +174 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,279 $912K 0.22% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,279 $912K 0.09% -19 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,275 $909K 0.37% -90 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,261 $899K 0.04% +1 13F-HR Timeline Group Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,257 $896K 0.32% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,249 $891K 0.04% -17 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,284 $889K 0.04% -1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,242 $886K 0.13% +70 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,242 $885K 0.59% +9 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,238 $883K 0.02% +154 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,238 $883K 0.54% -159 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,238 $883K 0.54% +14 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,234 $880K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,231 $878K 0.27% -6 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,229 $877K 0.12% -4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,226 $874K 0.09% -138 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,225 $874K 0.08% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,222 $871K 0.36% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,260 $871K 0.09% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,220 $870K 0.05% -15 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,215 $867K 0.3% +64 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,213 $865K 0.04% +13 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,207 $861K 0.01% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,206 $860K 0.1% +70 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,206 $860K 0.08% -21 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,205 $860K 0.16% +495 13F-HR/A Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,203 $858K 0.25% -18 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,285 $856K 0.75% -38 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,200 $856K 0.04% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,200 $856K 0.17% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,200 $856K 0.11% 0 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 1,200 $856K +10 Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,199 $855K 0.01% -43 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,196 $853K 0.08% -176 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,190 $849K 0.19% -85 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,190 $849K 0.05% +1 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,186 $846K 0.1% -374 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,182 $843K 0.23% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,182 $843K 0.21% -704 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,181 $843K 0.12% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,170 $834K 0.01% -43 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,170 $834K 0.16% +227 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,168 $833K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,168 $833K 0.05% +174 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,164 $830K 0.04% +10 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,158 $826K 0.03% +89 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,149 $819K 0.07% -10 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,148 $819K -21 Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,148 $819K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,139 $812K 0.08% +35 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,132 $808K 0.11% -1,992 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,130 $806K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,129 $805K 0.18% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,127 $804K 0.41% +77 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,127 $804K 0.05% -81 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,122 $800K 0.18% +4 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,122 $800K 0.07% +185 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,118 $797K 0.01% -117 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,116 $796K 0.14% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,114 $795K 0.02% +5 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,113 $794K 0.04% -10 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,110 $792K 0.2% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,103 $787K 0.06% -5 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,101 $786K 0.13% +74 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,100 $785K 0.14% 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,100 $785K 0.31% +2 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,097 $782K 0.05% -1,161 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,094 $780K 0.18% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,093 $780K 0.01% -31 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,086 $775K 0.06% +216 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,085 $774K 0.06% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,083 $772K 0.03% -270 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,081 $771K 0.1% -147 13F-HR/A Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,078 $769K 0.15% +5 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,076 $767K 0.17% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,210 $767K 0.21% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,075 $767K 0.01% +17 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,070 $763K 0.12% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,069 $762K 0.3% -36 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,062 $757K 0.05% -15 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,060 $756K 0.3% -100 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,060 $755K 0.25% -77 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,058 $755K 0.04% +139 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,052 $750K 0.06% +14 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,051 $750K 0.17% -171 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,050 $749K 0.01% +91 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,044 $745K 0.06% -1 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,044 $744K 0.03% -81 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,042 $743K 0.47% -44 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,041 $742K 0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,035 $738K 0.03% -8 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,078 $731K 0.07% +15 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,023 $730K 0.07% -61 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,022 $729K 0.02% +102 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,021 $728K 0.63% +570 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,018 $726K 0.14% -20 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,016 $725K 0.1% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,015 $724K 0.01% 0 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 1,014 $723K 0.41% 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,013 $722K 0.09% +50 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,013 $722K 0.11% -995 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 1,045 $722K 0.6% -1,712 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,000 $713K 0.1% -50 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,000 $713K 0.33% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,000 $713K 0.04% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,000 $713K 0.04% -12 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,000 $713K 0.53% -95 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 990 $706K 0.15% -5 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 989 $705K 0.1% +51 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 984 $702K 0.04% +411 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 979 $698K 0.06% +1 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 975 $695K 0.59% -40 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 972 $693K 0.04% -257 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 972 $693K 0.02% -71 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 971 $692K 0.05% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 969 $691K 0.11% +44 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 968 $690K 0.56% -19 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 965 $688K 0.1% +1 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 960 $685K 0.14% +396 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 958 $683K 0.41% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,009 $682K 0.11% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 956 $682K 0.09% +77 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 955 $681K 0.04% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 955 $681K 0.08% +19 13F-HR Timeline