Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,215 $1.13M 0.16% -161 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,213 $1.13M 0.05% +77 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,209 $1.13M 0.07% +9 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,182 $1.11M 0.03% -282 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,180 $1.11M 0.02% +40 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,176 $1.11M 0.05% -542 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,171 $1.11M 0.05% +818 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. 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More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,936 $986K 0.12% -1,610 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,933 $984K 0.07% +83 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,930 $983K 0.19% +181 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,930 $983K 0.14% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,915 $975K 0.88% +20 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,908 $972K 0.02% +204 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,905 $970K 0.15% +900 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,896 $966K 0.12% +181 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,895 $965K 0.8% -100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,893 $964K 0.03% +204 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,892 $964K 0.19% +273 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,878 $956K 0.04% 0 13F-HR/A Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for First Horizon Advisors, Inc. 1,711 $872K 0.02% +51 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,705 $868K 0.5% +195 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,704 $868K 0.09% +3 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,703 $867K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,702 $867K 0.23% +61 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,697 $864K 0.03% +196 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,687 $859K 0.06% -23 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,679 $855K 0.51% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,679 $855K 0.1% -139 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,740 $853K 0.38% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,670 $851K 0.32% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,669 $850K 0.44% -174 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,668 $849K 0.07% -620 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,663 $847K 0.53% -20 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,650 $840K 1.4% 0 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 1,650 $840K 0.05% +381 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,649 $840K 0.53% +187 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,647 $839K 0.09% +117 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,640 $835K 0.06% -55 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,639 $835K <0.01% +732 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,639 $835K +67 Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,630 $830K 0.19% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,624 $827K 0.12% -12 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,603 $816K 0.01% +743 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,594 $812K 0.84% +20 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,594 $812K -73 Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,591 $810K 0.32% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,585 $808K 0.02% +21 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,583 $806K 0.36% +99 13F-HR Timeline Confluence Wealth Services, Inc. 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More: the full row for Capstone Financial Advisors, Inc. 1,522 $775K 0.04% -75 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,520 $774K 0.1% +113 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,517 $773K 0.48% -597 13F-HR/A Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,516 $772K 0.01% +26 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,511 $770K 0.11% +293 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,509 $769K 0.02% new 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,505 $767K 0.17% +124 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,504 $766K 0.06% new 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,500 $764K 0.06% 0 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,500 $764K 0.03% new 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,500 $764K 0.18% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,500 $764K 0.41% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,497 $762K 0.18% -195 13F-HR Timeline Group MATHER GROUP, LLC. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,471 $749K 0.19% +146 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,467 $747K 0.36% +44 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,460 $744K 0.13% +502 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,456 $742K 0.48% +160 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,454 $741K 0.02% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,454 $740K 0.1% +416 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,435 $731K 0.01% +395 13F-HR/A Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,430 $728K 0.23% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,063 $727K 0.12% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,420 $723K 0.1% -54 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,413 $720K 0.05% +289 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,409 $718K 0.05% +74 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,402 $714K 0.24% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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