Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 875 $262K 0.01% -126 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 869 $261K 0.02% +47 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 863 $259K <0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 862 $258K <0.01% new 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 859 $258K 0.03% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 859 $258K 0.64% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 854 $256K 0.1% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 853 $256K 0.06% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 853 $256K 0.06% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 853 $256K 0.02% -67 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 848 $254K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 845 $253K 0.01% -21 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 842 $252K 0.14% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 841 $252K <0.01% -58 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 834 $250K 0.01% +21 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 832 $249K 0.06% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 856 $249K 0.07% -2 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 828 $248K 0.12% -6,901 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 827 $248K 0.04% -15,893 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 824 $247K 0.05% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 824 $247K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 822 $247K 0.02% -110 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 814 $244K 0.05% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 812 $244K 0.04% -36 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 805 $241K <0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 804 $241K 0.03% -75 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 802 $240K 0.01% -94 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 801 $240K 0.02% -9 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 810 $240K 0.08% -40 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 800 $240K 0.12% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 796 $239K 0.04% +20 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 788 $236K 0.02% -9 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 785 $235K 0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 783 $235K 0.02% +1 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 780 $234K 0.12% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 779 $234K <0.01% +2 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 778 $233K 0.01% 0 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 776 $233K 0.03% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 775 $232K 0.02% -10 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 773 $232K 0.08% 0 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 772 $231K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 770 $231K 0.01% +178 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 770 $231K 0.02% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 768 $230K 0.08% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 764 $229K 0.13% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 761 $228K 0.01% +42 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 761 $228K 0.14% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 756 $227K 0.01% -1,171 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 754 $226K 0.19% -338 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 753 $226K 0.03% new 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 743 $223K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 740 $222K 0.02% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 739 $222K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 738 $221K 0.06% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 737 $221K 0.01% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 737 $221K 0.15% -66 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 732 $219K 0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 730 $219K 0.01% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 729 $219K 0.05% -410 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 728 $218K 0.03% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 727 $218K 0.11% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 726 $218K <0.01% -7 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 725 $218K 0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 725 $217K 0.08% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 724 $217K <0.01% +98 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 721 $216K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 716 $215K 0.1% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 716 $215K 0.15% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 715 $214K 0.01% -100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 713 $214K 0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 712 $213K 0.02% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 712 $213K 0.05% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 710 $213K 0.16% -282 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 708 $212K 0.01% -23 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 703 $211K 0.05% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 701 $210K 0.14% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 697 $209K <0.01% -25,706 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 695 $208K 0.03% -75 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 695 $208K 0.12% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 690 $207K 0.02% new 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 689 $207K <0.01% new 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 687 $206K 0.07% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 677 $203K 0.03% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 675 $202K 0.03% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 669 $201K 0.02% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 668 $200K 0.01% -198 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 652 $196K 0.12% +32 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 640 $192K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 638 $191K 0 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 630 $189K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 14,787 $187K 0.13% +160 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 620 $186K 0.01% -2 13F-HR Timeline City State Bank More: the full row for City State Bank 618 $185K 0.06% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 608 $182K 0.1% +64 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 606 $181K 0.05% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 590 $177K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 584 $175K 0.12% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 578 $173K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 566 $170K 0.04% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 560 $168K 0.04% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 557 $167K 0.01% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 555 $166K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 517 $155K 0.01% -96 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 508 $152K 0.01% new 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $150K 0.04% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 473 $142K 0.03% -127 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 472 $142K 0.09% +22 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 472 $141K 0.06% +128 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 453 $136K 0.02% -19 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 434 $130K 0.09% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $120K 0.11% 0 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 400 $120K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 392 $118K 0.01% +40 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 384 $115K 0.02% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 363 $109K 0.01% +5 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $107K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 350 $105K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 338 $101K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 334 $100K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 326 $97.8K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 373 $95.3K <0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 317 $95.1K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 315 $94.5K 0.01% -3 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 303 $90.9K 0.04% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 300 $90K <0.01% 0 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 300 $90K <0.01% new 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 296 $88.8K 0.04% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 292 $87K 0.01% +25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 290 $87K 0.02% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 288 $86.4K 0.1% +56 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 279 $83.9K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 276 $82.8K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 273 $81.9K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 250 $75K 0.03% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 250 $75K 0.05% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 250 $75K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 252 $74.4K 0.02% +21 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 233 $69.9K 0.01% +156 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 240 $68.7K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 240 $66K 0.06% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 218 $64.6K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 213 $63.9K 0.02% +17 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 211 $63.3K 0.01% +20 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 210 $63K 0.01% +70 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $63K 0.02% +60 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 209 $62.7K <0.01% +6 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 204 $61.2K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 204 $61.2K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 205 $61K 0.02% -67 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 203 $61K <0.01% +178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 202 $60.6K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 202 $60.6K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 199 $59.7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 199 $59K 0.02% +18 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 195 $58.5K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 191 $57.3K 0.01% -77 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 188 $56.4K <0.01% -139 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 177 $53.1K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 175 $52.5K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 181 $52.3K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 170 $50.8K 0.02% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 166 $49.8K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 161 $48.3K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 154 $46.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 153 $45.9K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 140 $42K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 186 $41.8K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 136 $41K <0.01% +20 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 128 $38.6K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 126 $38K 0.02% -32 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 123 $36.9K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 119 $35.7K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 118 $35.4K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 115 $34.5K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 112 $33.6K 0.03% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 163 $33.5K 0.37% +159 13F-HR Timeline Trust Co More: the full row for Trust Co 110 $33K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 110 $33K 0.02% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 108 $32.4K 0.01% +12 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 107 $32.1K 0.01% +7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 108 $32K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 105 $31.5K 0.02% +43 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 105 $31.5K 0.02% -40 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 102 $30.6K 0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 102 $30.6K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 103 $30.4K 0.01% -13 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $30K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $30K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $30K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 100 $30K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 97 $29.1K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $28.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 95 $27.8K 0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 91 $27.3K <0.01% +20 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 91 $27.3K <0.01% +87 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 88 $26.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 87 $26.1K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 85 $25.5K 0.01% +35 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 85 $25.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 84 $25.2K <0.01% +16 13F-HR Timeline