McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,805 $781K 0.04% -21 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,800 $780K 0.04% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,800 $780K 0.29% 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 3,713 $762K 0.18% +7 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,710 $762K 0.18% +640 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,705 $760K 0.1% +18 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,700 $759K 0.27% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,700 $759K 0.02% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,687 $757K 0.02% +266 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,657 $751K 0.04% -32,152 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,609 $741K 0.05% -606 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,629 $740K 0.05% +1,018 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,583 $735K 0.17% -4 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,551 $729K 0.05% +201 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,535 $726K 0.44% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,483 $715K 0.01% -27 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,466 $711K 0.27% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,465 $711K 0.17% +8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,464 $711K 0.04% +1 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,463 $711K 0.29% +663 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,463 $711K 0.16% +143 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,449 $708K 0.08% -611 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,546 $706K 0.02% +2,589 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,442 $706K 0.01% -906 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,438 $706K 0.24% +1,263 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,428 $704K 0.04% +655 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,417 $701K 0.01% -61 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,406 $699K 0.1% 0 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,404 $699K 0.02% -100 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,390 $696K 0.01% -203 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,390 $696K 0.42% +50 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,349 $688K 0.03% -74 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,318 $681K 0.28% -57 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,408 $678K 0.17% +40 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,301 $678K 0.14% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,278 $673K 0.03% +930 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,269 $671K 0.13% -228 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,258 $669K 0.09% -43 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,233 $664K 0.08% -8 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,228 $663K 0.41% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,200 $657K <0.01% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,199 $657K 0.25% +71 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,192 $655K 0.48% -527 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,183 $654K <0.01% +292 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,180 $653K 0.41% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,177 $652K 0.17% -42 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,167 $650K 0.08% -55 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,160 $649K 0.09% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,151 $647K 0.05% +107 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,145 $646K <0.01% new 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,133 $643K 0.07% -1,638 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,384 $641K 0.05% +639 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,100 $636K 0.04% -41 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 3,071 $630K 0.54% -251 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,063 $629K 0.5% -12 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,060 $628K 0.02% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,055 $627K 0.08% +28 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,050 $626K 0.09% +108 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,033 $623K 0.01% -524 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,993 $614K 0.34% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,978 $611K 0.08% +52 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,968 $609K 0.01% -4,153 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,962 $608K 0.01% -26 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,961 $608K 0.28% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,960 $608K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,958 $607K 0.01% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,934 $602K 0.11% -61 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,927 $601K +7 Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,924 $600K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,914 $598K 0.01% +74 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,901 $595K 0.28% -65 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,899 $595K 0.03% +3 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,889 $593K 0.01% +620 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,897 $591K 0.06% +910 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,876 $590K 0.09% -821 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,821 $579K 0.03% -2,759 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,820 $579K 0.27% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,808 $576K 0.01% +1 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,803 $575K 0.3% +6 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,800 $575K 0.08% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,796 $574K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,780 $571K 0.03% +111 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,771 $569K 0.09% +642 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,028 $568K 0.01% -114 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,777 $565K 0.28% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,725 $559K 0.01% -189 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,703 $555K 0.24% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,700 $554K <0.01% -90 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,699 $554K 0.03% +2 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,471 $551K 0.09% -289 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,858 $549K 0.19% -173 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,663 $547K 0.24% +5 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,938 $546K 0.02% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,659 $546K 0.42% +19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,658 $546K 0.03% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,672 $544K 0.44% +309 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,650 $544K 0.02% +564 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,646 $543K 0.05% -206 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,624 $539K 0.02% +165 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,611 $536K 0.41% +6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,597 $533K 0.06% -35 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,595 $533K 0.06% -173 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,592 $532K 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,825 $532K 0.07% +153 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,588 $531K 0.03% +483 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,587 $531K 0.18% -355 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,577 $529K 0.03% -1 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,644 $526K 0.14% +113 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,546 $523K 0.32% -24 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,542 $522K 0.17% +292 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,535 $520K 0.07% -27 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,518 $517K 0.08% -22,699 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,512 $516K 0.03% -600 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,495 $512K 0.06% -29 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,487 $511K 0.02% +30 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,476 $508K <0.01% -48 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,467 $506K 0.09% +920 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,460 $505K 0.05% -150 13F-HR/A Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,452 $503K 0.71% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,452 $503K 0.02% -1,743 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,450 $503K -972 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,432 $499K 0.01% +31 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,430 $499K 0.02% +277 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,414 $495K 0.23% +4 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,405 $494K 0.17% -174 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,400 $493K 0.08% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,400 $493K 0.12% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,400 $493K 0.12% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,393 $491K 0.1% -116 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,387 $490K 0.17% -42 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,352 $483K 0.01% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,351 $482K 0.27% +133 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,340 $480K 0.12% +36 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,340 $480K 0.04% +3 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,338 $480K 0.09% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,326 $477K 0.03% -182 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,305 $473K 0.02% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,302 $473K 0.05% +66 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,275 $467K 0.01% +542 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,275 $467K 0.02% -237 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,274 $467K 0.08% -78 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,272 $466K 0.13% -35 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,268 $465K 0.05% +48 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,256 $463K 0.04% +705 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,249 $462K 0.03% -899 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,248 $461K 0.11% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,240 $460K 0.1% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,220 $456K 0.21% 0 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,216 $455K <0.01% -72 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,215 $455K 0.22% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,198 $451K 0.06% -261 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,184 $448K 0.03% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,183 $448K 0.02% +39 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,186 $448K 0.19% -1 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,170 $445K 0.36% -341 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,165 $444K 0.53% +26 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,156 $443K 0.07% +114 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,153 $442K 0.06% -184 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,150 $441K 0.02% +142 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,144 $440K 0.01% +16 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,138 $439K 0.1% +929 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,130 $437K 0.06% -141 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,120 $435K 0.07% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,105 $432K 0.01% +78 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,093 $430K 0.01% -92 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,082 $427K 0.01% -6,766 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,079 $427K 0.17% +354 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,077 $426K 0.19% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,075 $426K 0.06% +637 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,060 $423K 0.01% 0 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,052 $421K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,051 $421K 0.01% +599 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,042 $419K 0.13% +504 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,042 $419K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,036 $418K 0.01% +392 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,022 $415K 0.06% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,020 $415K 0.13% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,002 $411K 0.36% -35 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,000 $411K 0.02% -65 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,000 $411K 0.01% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,000 $411K 0.24% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,000 $411K 0.84% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,998 $410K 0.81% -26,936 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,000 $407K 0.03% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,978 $406K 0.02% +956 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,976 $406K 0.04% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,976 $406K 0.01% -53 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,184 $404K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,966 $404K 0.09% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,961 $403K 0.16% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,955 $402K 0.01% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,954 $401K 0.16% +494 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,920 $394K 0.02% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,911 $392K 0.07% +38 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,120 $391K 0.26% -5 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,890 $388K 0.01% +566 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,882 $386K 0.01% +43 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,880 $386K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,869 $384K 0.04% +632 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,860 $382K 0.06% -23 13F-HR Timeline