CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,339 $566K 0.08% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,340 $566K 0.02% -350 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,329 $561K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,327 $560K 0.07% +539 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,324 $559K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,321 $558K 0.03% -1,091 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,321 $558K 0.02% new 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,320 $558K 0.02% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,316 $556K 0.11% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,308 $552K 0.05% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,302 $550K 0.02% +12 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,299 $549K 0.03% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,298 $548K 0.24% -178 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,298 $548K 0.01% +464 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,294 $547K 0.01% +93 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,292 $546K 0.19% +100 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,286 $543K 0.19% -55 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,286 $543K 0.27% +427 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,247 $541K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,276 $539K 0.11% -200 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,264 $534K 0.1% +222 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,259 $532K 0.02% -41 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,250 $528K 0.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,248 $527K 0.02% -270 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,247 $527K 0.07% -8 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,245 $526K <0.01% -116 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,244 $525K 0.19% -175 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,242 $524K 0.02% +23 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,240 $524K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,239 $523K 0.04% -1 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,236 $522K 0.21% +5 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,236 $522K 0.12% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,234 $521K 0.05% -14 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,233 $521K 0.09% +42 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,232 $520K 0.24% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,228 $519K 0.06% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,222 $516K 0.24% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,215 $513K 0.08% -257 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,209 $511K 0.06% +327 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,205 $509K 0.07% -83 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,204 $509K 0.01% -45 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,201 $507K 0.09% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,200 $507K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,200 $507K 0.12% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,200 $507K 0.07% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,199 $506K -249 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,551 $505K 0.07% -2 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,192 $503K 0.01% +42 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,186 $501K 0.01% +283 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,185 $501K 0.04% +73 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,183 $500K 0.01% -37 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,182 $499K 0.15% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,181 $499K 0.01% -53 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,178 $498K 0.36% -3 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,176 $497K 0.2% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,176 $490K 0.07% +68 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,160 $490K 0.23% -100 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,158 $489K 0.11% -223 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,153 $487K 0.24% -3 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,151 $486K 0.11% -22 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,149 $485K 0.07% +22 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,148 $485K 0.02% +183 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,146 $484K 0.03% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,141 $482K 0.26% -40 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,130 $477K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,127 $476K 0.14% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,127 $476K 0.04% -16 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,125 $475K 0.02% +100 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,122 $474K 0.02% +17 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,084 $471K 0.04% +4 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,113 $470K +7 Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,112 $470K 0.17% -52 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,110 $469K 0.13% +5 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,110 $469K 0.14% +1 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,109 $468K 0.04% -4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,108 $468K 0.05% +70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,103 $466K 0.08% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,096 $463K 0.34% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,095 $462K 0.08% -1,043 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,090 $461K 0.03% +298 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,077 $455K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,074 $454K 0.05% +222 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,074 $454K 0.01% +19 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,073 $453K 0.11% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,073 $453K 0.03% +789 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,071 $453K 0.03% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,064 $449K 0.01% +258 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,064 $449K 0.14% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,063 $449K 0.04% -1,595 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,062 $449K 0.13% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,058 $447K 0.44% -375 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,054 $445K 0.08% -97 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,017 $444K 0.05% +16 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,050 $443K 0.06% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,050 $443K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,049 $443K 0.05% -14 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,048 $443K 0.01% -2,934 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,048 $443K 0.09% -108 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,044 $441K 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,041 $440K 0.02% +5 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,040 $439K 0.03% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,040 $439K <0.01% 0 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,039 $439K 0.29% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,037 $438K 0.08% +106 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,034 $437K 0.09% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,027 $434K 0.08% +2 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,015 $429K 0.03% +65 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,014 $428K 0.32% +69 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,030 $426K 0.14% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,007 $425K 0.01% -208 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,003 $424K 0.01% +338 13F-HR/A Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 1,000 $422K 0.21% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,000 $422K 0.24% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,000 $422K 0.1% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,000 $422K 0.03% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 998 $422K 0.05% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 993 $419K 0.18% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 990 $418K 0.06% -11 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 985 $416K 0.03% -1 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 984 $416K 0.13% -1 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 980 $414K 0.12% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,008 $413K 0.08% +14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 977 $413K 0.05% +61 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 967 $409K 0.06% +77 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 963 $407K 0.06% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 962 $406K 0.19% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 961 $406K 0.03% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 961 $406K 0.02% +941 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 957 $404K 0.01% +227 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 953 $403K 0.03% -54 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 952 $402K 0.04% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,009 $402K 0.16% +19 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 950 $401K 0.12% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 945 $399K 0.05% -105 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 942 $398K <0.01% -13,013 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 941 $397K 0.04% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 941 $397K 0.03% +15 13F-HR Timeline Group CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 936 $395K 0.05% +4 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 933 $394K 0.04% -24 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 932 $394K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 930 $393K 0.18% +45 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 927 $392K 0.14% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 920 $388K 0.02% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 914 $386K 0.02% -66 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 914 $386K 0.05% -75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 914 $386K <0.01% +206 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 913 $386K 0.02% +110 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 912 $385K 0.08% -15 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 910 $384K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 908 $384K 0.02% +80 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 904 $382K 0.02% -1,190 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 904 $382K 0.07% -4 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 900 $380K 0.04% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 898 $379K 0.02% -22 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 897 $379K 0.28% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 895 $378K <0.01% +47 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 895 $378K 0.27% -174 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 890 $376K 0.05% +150 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 888 $375K 0.09% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 885 $374K 0.05% -38 13F-HR Timeline 111 Capital More: the full row for 111 Capital 885 $374K 0.07% -1,832 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 877 $370K 0.01% -291 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 872 $368K 0.01% +1 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 870 $367K <0.01% -5,881 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 863 $365K 0.08% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 863 $365K <0.01% +24 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 860 $363K 0.04% +64 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 829 $363K 0.03% +181 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 858 $362K 0.04% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 856 $362K 0.15% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 852 $360K 0.03% -55 13F-HR/A Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 851 $360K 0.26% +2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 850 $359K 0.01% -100 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 844 $358K 0.01% +18 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 846 $357K 0.05% +195 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 845 $357K <0.01% +26 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 843 $356K 0.01% +89 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 842 $356K 0.05% -77 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 834 $353K 0.01% +51 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 836 $353K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 835 $352K 0.01% +67 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 834 $352K 0.03% +4 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 828 $350K <0.01% +7 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 824 $348K 0.03% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 822 $347K 0.16% +206 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 822 $347K 0.24% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 821 $347K 0.13% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 820 $346K 0.42% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 819 $346K 0.07% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 817 $345K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 814 $344K 0.01% -6 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 814 $344K <0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 791 $342K 0.01% +57 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 810 $342K 0.03% +3 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 808 $341K 0.05% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 801 $338K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 800 $338K 0.13% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 800 $338K 0.04% -22 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 800 $338K 0.14% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 820 $338K 0.03% new 13F-HR Timeline