Smithfield Trust Co More: the full row for Smithfield Trust Co 11,212 $1.17M 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,062 $1.15M 0.09% +141 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 11,055 $1.15M 0.45% +1,286 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,005 $1.14M 0.12% -248 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,631 $1.14M 0.16% -225 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 10,913 $1.13M +51 Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $1.13M 0.78% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,862 $1.13M 0.12% -250 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 10,806 $1.12M 0.13% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,785 $1.12M 0.05% +45 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,774 $1.12M 0.16% +369 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,770 $1.12M 0.77% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,714 $1.11M 0.15% +351 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,780 $1.11M 0.07% +237 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 10,690 $1.11M 0.09% -302 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,672 $1.11M 0.03% -1,811 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,672 $1.11M 0.4% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,665 $1.11M 0.65% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,665 $1.11M 0.26% +15 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,610 $1.1M 0.5% -50 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,602 $1.1M 0.01% +2,216 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,597 $1.1M 0.05% -151 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,591 $1.1M 0.01% +658 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,537 $1.1M 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,535 $1.1M 0.2% +312 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,693 $1.09M 0.33% +6 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,500 $1.09M 0.06% -700 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,499 $1.09M 0.04% +4,386 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,494 $1.09M 0.1% +126 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,491 $1.09M 0.01% -868 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,491 $1.09M 0.22% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,466 $1.09M 0.07% +52 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,457 $1.09M 0.02% +1,024 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,445 $1.09M 0.03% -2,470 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,444 $1.09M 0.03% -3,107 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,419 $1.08M 0.07% -359 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,958 $1.08M 0.22% -618 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,343 $1.08M 0.28% +378 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 10,304 $1.07M 0.59% -3,109 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,321 $1.07M 0.05% -780 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,295 $1.07M 0.6% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 10,283 $1.07M 0.29% +358 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,249 $1.07M 0.16% +750 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 10,244 $1.06M 0.02% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 10,234 $1.06M +4,008 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,234 $1.06M 0.09% -93 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,225 $1.06M 0.53% -533 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,225 $1.06M 0.02% -28 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 10,200 $1.06M new Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,190 $1.06M 0.32% +9 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,176 $1.06M 0.12% +109 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,171 $1.06M 0.09% -311 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,171 $1.06M 0.1% +60 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,145 $1.05M 0.03% -3,248 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,133 $1.05M 0.06% +1,754 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,126 $1.05M 0.06% -671 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,123 $1.05M 0.06% -12 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 10,083 $1.05M 0.32% +496 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,073 $1.05M 0.11% -142 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,020 $1.04M 0.22% -199 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $1.04M 0.28% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,976 $1.04M 0.73% +161 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 9,925 $1.03M 0.71% -100 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 516 $1.02M 0.25% -2,188 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,833 $1.02M 0.02% +11 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,793 $1.02M 0.06% +837 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,805 $1.02M 0.02% +1,689 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,778 $1.02M 0.35% -2,450 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,746 $1.01M 0.06% 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,735 $1.01M 0.31% +7,738 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,705 $1.01M 0.25% -389 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,654 $1M 0.02% -182 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 9,619 $1M 0.11% -180 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,599 $998K 0.54% -724 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,588 $997K 0.27% -161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,587 $997K 0.04% +363 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,573 $995K 0.02% +1,159 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,568 $995K 0.09% -385 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 9,552 $993K 0.05% -50 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,525 $990K 0.1% -298 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,468 $984K 0.06% -130 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,465 $984K 0.2% +247 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 9,449 $982K 0.2% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,443 $982K 0.12% +416 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,430 $980K 0.15% +69 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,426 $980K 0.6% -70 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,383 $975K 0.7% -3 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 9,313 $968K 0.25% -875 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,308 $968K 0.14% -550 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,287 $965K 0.01% -2,561 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $964K 0.12% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,218 $958K 0.36% -112 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,207 $957K 0.03% -84 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,203 $957K 0.04% -10,239 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,191 $955K 0.02% -182 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,182 $955K 0.16% 0 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 9,180 $954K 0.11% +3,130 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 9,136 $950K 0.47% -160 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 8,313 $945K 0.53% +932 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,049 $941K 0 Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,042 $940K 0.2% -777 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,028 $939K 0.06% -248 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,027 $938K 0.33% +2,250 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,015 $937K 0.11% -344 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 9,004 $936K 0.57% -49 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,993 $935K 0.11% -12,100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,988 $934K 0.01% +2,886 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,978 $933K 0.01% +1,091 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 8,978 $933K 0.08% +2 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,949 $930K 0.05% -2,470 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,910 $926K 0.27% +136 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,906 $926K 0.11% +326 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 8,800 $915K 0.08% -425 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,785 $913K 0.01% -26,811 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,767 $911K 0.13% -123 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,758 $910K 0.09% -2,730 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,744 $909K 0.08% +172 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 8,705 $905K 0.47% -2,470 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,680 $902K 0.49% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,670 $901K 0.14% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,670 $901K 0.03% -989 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,626 $897K 0.15% -3 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,623 $896K 0.15% -68 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 8,610 $895K 0.03% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,600 $894K 0.06% -100 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,592 $893K 0.2% -622 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,563 $890K 0.22% -35,140 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,532 $887K +267 Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,470 $881K 0.09% -300 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,414 $875K 0.01% +281 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,412 $875K 0.01% 0 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,399 $873K 0.15% -74 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,365 $870K 0.44% +150 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,348 $868K 0.11% -370 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 8,307 $864K 0.39% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,303 $863K <0.01% -155 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,297 $863K 0.04% +594 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $860K 0.23% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 8,235 $856K 0.87% +20 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,209 $853K 0.02% -490 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,180 $850K 0.27% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,155 $848K 0.06% -840 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,154 $848K 0.14% +4,449 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,122 $844K 0.1% -310 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,089 $841K 0.06% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,985 $830K 0.02% -1,292 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,952 $827K 0.09% +1,988 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,922 $824K 0.1% +4 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,919 $823K 0.02% -121 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 7,875 $819K 0.51% -221 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,871 $818K 0.03% -216 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 7,840 $815K 0.14% +2,379 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,842 $815K 0.03% new 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,833 $814K 0.1% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,814 $812K 0.21% -553 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,805 $811K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,798 $811K 0.11% -31 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 7,782 $809K 0.13% -245 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,778 $809K 0.05% -2,673 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,660 $802K 0.05% -1,109 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 7,681 $798K 0.08% -99 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,678 $798K 0.24% -64 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,651 $795K 0.62% +861 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 7,648 $795K 0.08% +105 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,630 $793K 0.24% -37 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,621 $792K 0.45% -101 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,596 $790K 0.06% -321 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,572 $787K 0.02% +336 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 7,570 $787K 0.35% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,556 $786K 0.37% -320 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,522 $782K 0.26% -2,830 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,522 $782K 0.27% +5 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,520 $782K 0.19% -333 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,509 $781K 0.05% -461 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,478 $777K <0.01% +725 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,470 $777K 0.31% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,463 $776K 0.06% -2,968 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,398 $769K 0.04% +279 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,376 $767K 0.01% +1,280 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,348 $764K 0.06% +207 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,782 $763K 0.03% +1,454 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,338 $763K 0.33% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,331 $762K 0.1% -51 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,297 $759K 0.26% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,294 $758K <0.01% -834 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 7,290 $758K 0.25% +38 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,286 $757K 0.11% -4,453 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,281 $757K 0.04% +1,205 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,262 $755K 0.05% -661 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,234 $752K 0.06% +81 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,221 $751K 0.07% +1,532 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,220 $751K 0.07% -775 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,210 $750K 0.16% -31 13F-HR Timeline SEARLE & CO. 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