Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $1.03M 0.75% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,883 $1.03M 0.01% +591 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,795 $1.02M 0.37% -12 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,791 $1.02M 0.06% -154 13F-HR/A Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,765 $1.02M 0.48% +1,315 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 10,758 $1.02M 0.61% -433 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,660 $1.01M 0.47% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,654 $1.01M 0.03% +31 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 10,648 $1.01M 0.42% +835 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10,580 $1M 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,570 $1000K 0.05% -55,795 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,554 $998K 0.1% +173 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,528 $996K 0.05% +3,006 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,450 $988K 0.64% +165 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 10,427 $986K 0.02% -267 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,378 $982K 0.18% -67 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,377 $982K 0.08% +617 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 10,376 $981K 0.53% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,324 $977K 0.06% +17 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,295 $974K 0.78% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,250 $970K <0.01% -6,437 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,212 $966K 0.14% -16 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 10,200 $965K 0.15% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,174 $962K 0.15% -225 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,172 $962K 0.3% +729 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,787 $961K 0.16% -241 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,123 $958K 0.27% -442 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,109 $956K 0.06% +536 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,080 $953K 0.01% -289 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,060 $952K 0.28% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $946K 0.27% +5,000 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,945 $941K 0.13% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,889 $935K 0.25% -29 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,872 $934K 0.08% +427 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 9,849 $932K <0.01% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,833 $930K 0.25% -2,247 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 9,823 $929K 0.19% -1,887 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,821 $929K 0.02% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,802 $927K 0.37% -611 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,796 $927K 0.12% +90 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,793 $926K 0.2% +128 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,442 $921K 0.16% +2,667 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,709 $918K 0.31% +512 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,691 $917K 0.14% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,683 $916K 0.27% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,585 $907K 0.01% +338 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,569 $905K 0.52% -1,119 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,565 $905K 0.12% -670 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 9,551 $903K 0.08% -84 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,525 $901K 0.04% -1,099 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,519 $900K 0.16% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,510 $900K 0.06% +9 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,495 $898K 0.15% +101 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,488 $897K 0.09% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 9,429 $892K <0.01% -6,152 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,406 $890K 0.1% -871 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,400 $889K 0.06% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,382 $887K 0.12% +4,457 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,377 $887K 0.69% -446 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,358 $885K 0.35% -1,017 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,353 $885K 0.18% -65 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,328 $882K 0 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,309 $881K 0.21% -10 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,291 $879K 0.22% +1,086 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,281 $878K 0.43% +111 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,275 $877K 0.07% +1,366 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $877K 0.14% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,245 $874K 0.3% -110 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 9,237 $874K 0.01% -2,671 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,231 $873K 0.03% +2,042 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,192 $870K 0.05% -2,930 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,186 $869K 0.38% +1,540 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,164 $867K 0.67% +100 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,138 $864K 0.05% -387 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,139 $864K 0.05% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,130 $864K 0.02% +498 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,065 $857K 0.14% -54 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,050 $856K 0.19% +90 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,037 $855K 0.1% -700 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,018 $853K 0.36% +108 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,004 $852K 0.33% -348 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,936 $845K 0.1% -6,938 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,926 $844K 0.18% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,924 $844K 0.08% +1,485 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,917 $836K 0.09% -7,976 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,829 $835K 0.07% -2,441 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,796 $832K 0.14% +160 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,748 $828K 0.29% +467 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,740 $827K 0.2% +87 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,680 $821K 0.47% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 8,644 $818K 0.03% +13 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,621 $815K 0.39% +3,180 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,608 $814K 0.77% -155 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,586 $812K 0.09% +186 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 8,585 $812K 0.18% -2 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,571 $811K 0.05% +190 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,569 $811K 0.08% +2,193 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,554 $809K 0.08% -1,191 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,794 $807K 0.07% +30 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,490 $803K 0.24% -11,702 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 8,478 $802K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,470 $801K 0.06% -72 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,455 $800K 0.01% new 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,423 $797K 0.18% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,419 $796K 0.03% +363 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,417 $796K 0.07% +2 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,405 $795K 0.03% +1,283 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,398 $794K 0.07% -6,969 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,359 $791K 0.08% +3,485 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,347 $790K 0.27% +215 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 8,326 $788K 0.1% +428 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,304 $785K 0.2% +6 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,300 $785K 0.07% +709 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,298 $785K 0.04% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,291 $784K 0.07% -38 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,285 $784K 0.31% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,272 $783K 0.02% -651 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $783K 0.25% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,214 $777K 0.35% -109 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,186 $774K 0.08% +182 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 8,170 $773K 0.25% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,165 $772K 0.37% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,156 $772K 0.06% -292 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 8,153 $771K 0.21% -80 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,152 $771K 0.09% +3,805 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,105 $767K 0.11% -96 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,089 $765K 0.3% +434 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,060 $762K 0.15% +3 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,031 $760K 0.02% +4,476 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8,014 $758K 0.34% 0 13F-HR/A Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,003 $757K 0.01% -434 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 7,986 $755K 0.5% -619 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,921 $749K 0.01% +12 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,917 $749K 0.03% +112 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,916 $749K 0.06% -460 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,877 $745K 0.13% -327 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,876 $745K 0.39% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,841 $742K 0.03% +4,605 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,817 $739K 0.36% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,816 $739K 0.01% -200 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 7,789 $737K 0.36% -5,719 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,789 $737K 0.61% +225 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,788 $737K 0.52% -104 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,782 $736K 0.09% +159 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,767 $735K 0.24% -283 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,752 $733K 0.06% +10 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,752 $733K <0.01% -299,127 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,723 $731K 0.04% -21 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,709 $729K 0.04% +493 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,678 $726K 0.06% +874 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,655 $724K 0.06% +284 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,647 $723K 0.03% +6,254 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 7,640 $723K 0.01% 0 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,612 $720K 0.01% +3,439 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,606 $719K 0.1% +369 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,598 $719K 0.01% +763 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,595 $718K 0.09% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,516 $711K 0.07% +258 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,503 $710K 0.03% +1,725 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,482 $708K 0.01% -27 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,455 $705K 0.1% -47 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,405 $700K 0.51% -144 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,380 $698K <0.01% +1,522 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,363 $696K 0.17% -383 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,348 $695K 0.26% -857 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,342 $695K 0.03% -18 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,332 $694K 0.27% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,297 $690K 0.29% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,739 $688K 0.07% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,216 $683K 0.04% -303 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,211 $682K 0.07% +513 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,205 $682K 0.09% +432 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,779 $676K 0.02% +72 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,142 $676K 0.09% +25 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,118 $673K <0.01% +182 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,105 $672K 0.03% +960 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,097 $671K 0.14% +2,590 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,068 $669K 0.12% +13 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7,063 $668K 0.45% -380 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,997 $668K 0.17% -69 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,057 $668K 0.2% -105 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,037 $666K 0.12% -550 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,010 $663K 0.06% +2 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,010 $663K 0.22% -55 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 7,000 $662K 0.26% 0 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 6,984 $661K 0.16% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,950 $657K 0.16% +1,737 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,945 $657K 0.03% -1,867 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,932 $656K 0.18% -52 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,914 $654K <0.01% -2,753 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,909 $654K 0.04% -8 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,887 $651K 0.27% +26 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,877 $650K 0.65% -638 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,850 $648K 0.05% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,847 $648K 0.07% -24 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,822 $645K 0.08% -281 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,772 $641K 0.08% +99 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,757 $639K 0.36% -969 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,729 $636K 0.07% +863 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,725 $636K 0.35% +878 13F-HR Timeline