Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 24,180 $3.69M 0.21% +141 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 24,046 $3.66M 0.67% -2,116 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 24,024 $3.66M 0.06% +19,934 13F-HR/A Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 23,973 $3.65M 2.74% 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 23,964 $3.65M 2.98% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 23,896 $3.64M 1.01% +62 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 23,822 $3.63M 0.82% +174 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 23,757 $3.62M 2.25% +41 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 23,753 $3.62M 1.01% -144 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 23,689 $3.61M 0.49% -409 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 23,675 $3.61M 0.78% -105 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 23,654 $3.61M 1.08% -9,870 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 23,648 $3.6M 0.28% -437 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 23,616 $3.6M 1.19% +1,109 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 23,615 $3.6M 0.03% +3,369 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 23,572 $3.59M 1.1% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,551 $3.59M 0.1% +2,970 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 23,530 $3.59M 0.64% +2,685 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 23,523 $3.59M 0.4% +261 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 23,485 $3.58M 0.94% +2,409 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,459 $3.57M 0.2% +335 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 23,408 $3.57M 0.8% +300 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 23,378 $3.56M 0.49% -330 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 23,364 $3.56M 0.58% -2,205 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 23,351 $3.56M 0.81% +124 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,343 $3.56M 0.43% -862 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 23,293 $3.55M 0.73% -335 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 22,484 $3.54M -897 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,231 $3.54M 0.27% +83 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 23,231 $3.54M 0.23% -11,133 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 23,200 $3.54M 0.92% -590 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,174 $3.53M 0.15% -14,661 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 21,768 $3.53M 0.46% -1,110 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 23,077 $3.52M 0.29% -1,830 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 23,007 $3.51M 0.16% +2,424 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 23,026 $3.51M 0.7% +576 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,935 $3.5M 0.28% -1,115 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,920 $3.49M 0.34% -333 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,935 $3.49M 0.09% -3,076 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,899 $3.49M 0.18% +249 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 22,898 $3.49M 0.9% +1,420 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 22,944 $3.49M 0.47% +880 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 22,844 $3.48M 2.41% -35 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22,830 $3.48M 0.62% +1,951 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 22,785 $3.47M 0.44% +854 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 22,785 $3.47M 0.9% +30 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 22,691 $3.46M 0.22% +141 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,678 $3.46M 0.25% -812 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 22,647 $3.45M 1% +97 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,632 $3.45M 0.35% +1,429 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 22,576 $3.44M 0.48% +407 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 22,563 $3.44M 0.32% +3,647 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 22,552 $3.44M 1.01% -51 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 22,439 $3.42M 0.7% -56 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,417 $3.42M 0.12% +19,262 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 22,370 $3.41M 0.32% +590 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,367 $3.41M 0.24% +357 13F-HR/A Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 22,230 $3.39M 0.38% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 22,225 $3.39M 0.43% 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 22,200 $3.38M 0.67% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 22,119 $3.37M 0.94% +1,799 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 22,112 $3.37M 1.69% +60 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 22,110 $3.37M 1.19% +15 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 22,098 $3.37M 0.93% -2,756 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 22,095 $3.37M 0.76% +1,940 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 22,080 $3.37M 0.21% -1,307 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 22,080 $3.37M 0.44% -1,065 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 21,981 $3.35M 0.61% +113 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 21,936 $3.34M 0.23% +117 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 21,921 $3.34M 0.25% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 21,901 $3.34M 0.98% +1,961 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 21,831 $3.33M 1.47% -200 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 21,730 $3.31M 1.49% +1,676 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21,695 $3.31M 1.02% +21,505 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21,680 $3.3M 0.52% -1,419 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 21,671 $3.3M 0.21% -3,598 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 21,669 $3.3M 0.04% +91 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21,663 $3.3M 0.37% -553 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 21,659 $3.3M 0.49% -800 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 21,641 $3.3M 0.52% -362 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 21,612 $3.29M 0.03% -1,323 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 21,586 $3.29M 0.42% -159 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 21,518 $3.28M 0.61% +856 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 21,515 $3.28M 1.03% -5,416 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,516 $3.28M 0.62% -434 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 21,478 $3.27M 2.55% +400 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 21,424 $3.27M 0.31% -295 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 21,378 $3.26M 0.24% +1,891 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 21,355 $3.25M 1.99% +1,422 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,347 $3.25M 0.25% -5,407 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 21,298 $3.25M 1.36% +1,367 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 21,295 $3.25M 0.59% -500 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 21,257 $3.24M 0.06% 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 21,227 $3.23M 0.04% -804 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,192 $3.23M 0.1% -195 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 21,131 $3.22M 0.49% -18 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 21,103 $3.22M 0.32% -878 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21,094 $3.21M 0.03% +821 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 21,090 $3.21M 0.44% +570 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 21,078 $3.21M 1.49% -41 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 21,045 $3.21M 0.13% +1,174 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 21,008 $3.2M 0.2% +1,434 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,619 $3.2M 0.11% +1,255 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 20,991 $3.2M 0.07% -160 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 20,941 $3.19M 0.59% -1,668 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 20,819 $3.17M 0.21% +726 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 20,685 $3.15M 0.38% +2,367 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 20,677 $3.15M +119 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,645 $3.15M 0.21% -1,084 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 18,916 $3.14M 0.48% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 20,592 $3.14M 0.09% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 20,567 $3.13M 0.15% -8,352 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 20,535 $3.13M 0.35% -3,025 13F-HR Timeline Castellan Group More: the full row for Castellan Group 20,521 $3.13M 0.39% +1,398 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,492 $3.12M 1.14% +20 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 20,470 $3.12M 0.05% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 20,445 $3.12M 2.16% +274 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 20,435 $3.11M 0.6% -340 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 20,430 $3.11M 0.16% -45 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 20,407 $3.11M 0.57% +63 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,395 $3.11M 0.1% +903 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 20,360 $3.1M 2.22% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 20,354 $3.1M 0.45% +598 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 20,346 $3.1M 0.26% -78 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 20,344 $3.1M 0.11% +17,318 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,335 $3.1M 0.31% +184 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20,305 $3.09M 0.17% +230 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 20,290 $3.09M 0.1% -2,174 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 20,287 $3.09M 1.31% -80 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20,216 $3.08M 0.12% +8 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,399 $3.08M 0.14% +11,135 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 20,194 $3.08M 1.43% -49 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 20,186 $3.08M 0.3% -183 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,179 $3.08M 0.08% +175 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 20,103 $3.06M 0.17% +3,066 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20,096 $3.06M 0.3% -32 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 20,043 $3.05M 0.52% -75 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 19,998 $3.05M 0.06% +2,764 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 19,980 $3.05M 0.41% -570 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 19,952 $3.04M 0.75% +753 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 19,948 $3.04M 1.29% -819 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,925 $3.04M 0.15% +1,792 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 18,090 $3.02M 2.23% +660 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 19,751 $3.01M 0.04% -3,345 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 19,744 $3.01M 0.58% -531 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 19,708 $3M 0.69% -910 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 19,695 $3M 0.21% +189 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 19,655 $3M 0.29% -5,239 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 19,654 $3M 0.5% 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 19,623 $2.99M 1.39% +1,198 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 19,610 $2.99M 0.71% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 19,600 $2.99M 0.73% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 19,497 $2.99M 0.69% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 19,550 $2.98M 0.22% +8,289 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 19,547 $2.98M 0.69% +87 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 19,493 $2.97M 1.19% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 19,447 $2.96M 1.5% +188 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 19,434 $2.96M 3.04% -118 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,432 $2.96M 0.17% +1,564 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 19,409 $2.96M 0.41% -1,701 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 19,329 $2.95M 0.52% -680 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,302 $2.94M 0.28% +6,096 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 19,237 $2.93M 0.61% +62 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 19,232 $2.93M 0.51% +50 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,198 $2.93M 0.81% +24 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 19,171 $2.92M 0.82% -68 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 19,117 $2.91M 0.35% +11,914 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,108 $2.91M 1.05% +769 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 19,049 $2.9M 1.78% +906 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 19,011 $2.9M 0.04% +10,091 13F-HR Timeline Group Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 19,000 $2.9M 0.78% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,976 $2.89M 0.22% +704 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,958 $2.89M 0.33% -633 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 18,887 $2.88M 0.17% +79 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 18,849 $2.87M 1.02% +34 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 18,826 $2.87M 0.31% +1,018 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 18,822 $2.87M 0.77% +877 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 18,817 $2.87M 2.19% -583 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,803 $2.87M 0.49% +2 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 18,794 $2.86M 0.07% +320 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 18,792 $2.86M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 18,779 $2.86M 0.66% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 18,757 $2.86M 1.52% -103 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 18,755 $2.86M 1.13% 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 18,738 $2.86M 0.17% -29,213 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 18,727 $2.85M 1.83% -230 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 18,676 $2.85M 0.33% +193 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18,665 $2.84M 0.82% +16 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,664 $2.84M 1.3% -26 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 18,571 $2.83M 0.15% -139 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 18,541 $2.83M 0.31% -3,055 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 18,508 $2.82M 3.23% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 18,490 $2.82M 0.11% -12 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 18,484 $2.82M 0.43% -7 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 18,464 $2.81M 1.07% 0 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 18,425 $2.81M 0.25% +201 13F-HR Timeline VAN STRUM & TOWNE INC. 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