Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,670 $352K 0.02% -197 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,665 $352K 0.05% +27 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,652 $351K 0.03% +426 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,648 $350K 0.01% +424 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,630 $349K 0.02% +2 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,625 $349K 0.01% +1,517 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,618 $348K 0.12% -4,715 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 4,599 $347K 0.18% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,564 $344K 0.15% +337 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,561 $344K 0.03% -666 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,554 $343K 0.2% +63 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,550 $343K 0.12% +5 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,546 $343K 0.21% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,528 $341K 0.07% +3,560 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,527 $341K 0.03% new 13F-HR Timeline Keystone Financial Planning, Inc. 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More: the full row for North Star Investment Management Corp. 4,270 $322K 0.02% -955 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,252 $321K 0.01% -80 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,238 $320K 0.03% 0 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,233 $319K 0.02% +158 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,216 $318K 0.01% +213 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,200 $317K 0.18% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,195 $316K 0.11% +131 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,202 $316K 0.09% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,176 $315K 0.04% -245 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,091 $315K 0.03% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,169 $314K 0.02% -4 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,167 $314K 0.03% +31 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,149 $313K 0.2% -534 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,137 $312K 0.15% +1,617 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,136 $312K 0.02% -383 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,128 $311K 0.02% +345 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,118 $310K 0.03% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,109 $310K 0.02% -195 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,086 $308K 0.08% -1,775 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,064 $306K 0.08% -38 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,054 $306K 0.06% -265 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,052 $305K 0.05% -2,232 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 4,050 $305K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,042 $305K 0.08% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,028 $304K 0.15% +46 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,024 $303K 0.07% -248 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,007 $302K 0.02% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,007 $302K 0.02% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,005 $302K 0.08% +970 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,002 $302K 0.02% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,000 $302K 0.16% 0 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,450 $301K 0.02% -500 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,997 $301K 0.18% +51 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,990 $301K 0.01% -754 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,984 $300K 0.07% -700 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,981 $300K 0.05% +855 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,977 $300K 0.09% new 13F-HR/A Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 3,970 $299K 0.02% -321 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,965 $299K 0.24% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,961 $299K 0.01% +452 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,961 $299K 0.16% -638 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,959 $298K 0.01% +145 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,959 $298K 0.01% -6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,928 $296K 0.16% +743 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,927 $296K 0.02% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,910 $295K 0.05% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,884 $293K 0.03% -560 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3,881 $293K 0.11% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,844 $290K 0.09% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,838 $289K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,834 $289K 0.04% -48 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,834 $289K 0.06% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,827 $289K 0.02% +10 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,826 $288K 0.01% -12,278 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,819 $288K 0.05% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,817 $288K <0.01% -41 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,794 $286K 0.06% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,790 $286K 0.15% -746 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,780 $285K 0.07% +34 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,778 $285K 0.04% +79 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,757 $283K 0.09% -620 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,755 $283K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,755 $283K 0.09% +2,705 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,740 $282K 0.01% -268 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,733 $281K <0.01% +292 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,727 $281K 0.01% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,724 $281K 0.02% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,705 $279K 0.15% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,702 $279K 0.02% -398 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,690 $278K 0.01% -2,820 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,586 $278K 0.03% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,678 $277K 0.02% +550 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,678 $277K 0.03% -1,093 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,677 $277K 0.2% +23 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,660 $276K 0.25% -23 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 3,638 $274K 0.12% +321 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,635 $274K 0.05% -1,009 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,629 $274K 0.08% -70 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,621 $273K 0.07% -985 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,614 $272K 0.02% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,608 $272K 0.02% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,607 $272K 0.15% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,605 $272K 0.03% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,600 $271K 0.03% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,598 $271K 0.01% +156 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,598 $271K 0.13% +25 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,591 $271K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,580 $270K 0.03% +197 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,580 $270K 0.06% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,576 $270K 0.16% +11 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,493 $269K 0.07% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,995 $267K 0.09% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,530 $266K 0.11% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,528 $266K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,519 $265K 0.02% -1,465 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,498 $264K 0.1% -311 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,494 $263K 0.13% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,494 $263K 0.05% -487 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,485 $263K 0.24% -1,000 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,483 $263K 0.02% -65 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,478 $262K 0.06% -252 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,478 $262K 0.02% -249 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,478 $262K 0.03% +315 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,477 $262K 0.19% +51 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,465 $261K 0.02% -75 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,461 $261K 0.01% -8 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,453 $260K 0.05% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,447 $260K 0.01% +266 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,442 $259K 0.17% +134 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,440 $259K 0.04% +90 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,410 $258K <0.01% +842 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,419 $258K 0.01% -662 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,418 $258K <0.01% 0 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,409 $257K 0.01% -1,304 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,400 $256K 0.25% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,397 $256K 0.1% +133 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,387 $255K 0.02% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,385 $255K 0.05% +33 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,382 $255K 0.04% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,382 $255K 0.01% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,381 $255K 0.17% +296 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,380 $255K 0.03% +442 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,361 $254K 0.03% +360 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,354 $253K 0.03% -4,320 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,286 $253K 0.05% +5 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,343 $252K 0.23% -79 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,336 $251K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,323 $250K 0.02% -208 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,317 $250K 0.09% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,311 $250K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,303 $249K 0.02% -653 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,300 $249K 0.03% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,286 $248K 0.15% new 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,283 $248K 0.03% +110 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,195 $246K 0.16% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,245 $245K 0.05% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,242 $244K 0.05% -38 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,210 $242K 0.13% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 175 $241K 0.18% -3,080 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,122 $240K 0.08% +339 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,183 $240K 0.02% -99,245 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,169 $239K 0.05% -432 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,168 $239K 0.02% -255 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,154 $238K 0.04% -1,831 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,153 $238K 0.02% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,152 $238K 0.02% -2,300 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,148 $237K 0.07% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,141 $237K 0.05% -1,113 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,133 $236K 0.01% -30 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,127 $236K 0.08% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,125 $236K 0.01% -573 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,119 $235K 0.03% -17 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,118 $235K 0.01% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,106 $234K 0.04% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,100 $234K 0.11% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,095 $233K 0.44% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,095 $233K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,075 $232K 0.02% +12 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,071 $232K 0.01% -49 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,070 $231K 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,062 $231K 0.09% -6,541 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,996 $230K 0.04% +38 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,047 $230K <0.01% -4,323 13F-HR Timeline