DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,998 $606K 0.01% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,967 $604K 0.16% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,569 $600K 0.01% -1,546 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,877 $597K 0.04% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 7,861 $596K 0.36% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,819 $593K 0.11% -149 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,817 $592K 0.01% +1,316 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,781 $590K 0.5% +1,111 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,773 $589K 0.06% +400 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,773 $589K 0.02% -83 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,769 $589K 0.08% -4,167 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,752 $588K 0.25% -838 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,722 $585K 0.07% -380 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,692 $583K 0.04% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,687 $583K 0.06% +4,099 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,637 $579K 0.03% +30 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,622 $578K 0.04% -330 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,597 $576K 0.06% -2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,587 $575K 0.01% -48 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 7,538 $571K 0.16% -49 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,532 $571K 0.05% +2 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,524 $570K 0.06% -79 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 7,510 $569K 0.05% +1,490 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 7,479 $567K 0.2% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 7,370 $559K 0.21% +14 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,162 $558K 0.05% +222 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 7,332 $556K 0.12% -580 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,108 $548K 0.14% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,230 $548K 0.35% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 7,154 $542K 0.16% +11 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,147 $542K 0.07% +1,305 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,140 $541K 0.1% -335 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,133 $541K 0.09% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,100 $538K 0.12% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,099 $538K 0.08% -464 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 7,080 $537K 0.34% -95 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,947 $535K 0.11% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,000 $531K 0.23% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,986 $529K 0.01% +2,866 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6,972 $528K 0.35% +832 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,971 $528K 0.07% +158 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,968 $528K 0.16% -100 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,929 $525K 0.26% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,902 $523K 0.13% +63 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,895 $523K 0.01% +231 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,870 $521K 0.06% -64 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,836 $518K 0.03% +283 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 6,835 $518K 0.24% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,832 $518K 0.03% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,820 $517K 0.04% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,694 $515K <0.01% -15,594 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,775 $513K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,726 $510K 0.02% +26 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 6,708 $508K 0.46% +244 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,702 $508K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,516 $506K 0.01% +996 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,655 $504K 0.01% -1,066 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 6,606 $501K 0.14% -30 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,546 $496K 0.13% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,402 $485K 0.01% 0 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 6,331 $480K 0.09% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,315 $479K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,300 $477K <0.01% 0 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,282 $476K 0.21% +7 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 6,276 $476K 0.16% -73 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 6,263 $475K 0.45% +28 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,262 $475K 0.15% -569 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,252 $474K 0.02% -282 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 6,214 $471K 0.27% +92 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,205 $470K <0.01% +1,310 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,186 $469K 0.25% -132 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,175 $468K 0.03% -1,965 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 6,170 $468K 0.12% +1,670 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 6,142 $466K 0.02% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,140 $465K 0.03% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,122 $464K 0.29% -1,933 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,097 $462K 0.18% -135 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,092 $462K 0.01% +391 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,085 $461K 0.01% +3,161 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 6,019 $456K 0.11% +180 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,990 $454K 0.08% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,977 $453K 0.07% +519 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,954 $451K 0.34% +1 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,947 $451K 0.19% +51 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,943 $450K 0.02% -300 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 5,932 $450K 0.34% +8 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,922 $449K 0.01% +536 13F-HR/A Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,898 $447K 0.13% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,893 $447K 0.16% -656 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 5,792 $439K 0.05% -1,379 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,782 $438K 0.02% -120 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,766 $437K <0.01% -60 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,694 $437K 0.22% +1,661 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,759 $436K <0.01% +125 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,756 $436K 0.1% +16 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,741 $435K <0.01% +200 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,184 $434K 0.02% -658 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,716 $433K 0.08% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 5,716 $433K 0.08% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,703 $432K <0.01% 0 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,689 $431K 0.18% +83 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 5,683 $431K 0.09% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,627 $426K 0.04% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,333 $426K 0.14% -55,650 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,573 $422K 0.03% -968 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,569 $422K 0.15% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,558 $421K 0.03% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,553 $421K 0.05% -1,243 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,549 $421K 0.04% -1,288 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,540 $420K 0.02% -282 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,522 $419K 0.01% -4,304 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,479 $415K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,447 $413K 0.03% +2,028 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,439 $412K 0.05% -315 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,440 $412K 0.07% +24 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,430 $412K 0.05% -181 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,325 $411K 0.26% +1 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,849 $410K 0.07% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 5,406 $410K 0.16% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,400 $409K 0.05% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,359 $406K 0.19% -1,145 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,345 $405K 0.22% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,292 $401K 0.05% -237 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,278 $400K 0.13% -2,003 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 5,222 $396K 0.23% +23 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,211 $395K 0.1% -181 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,210 $395K 0.35% -921 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,114 $394K 0.06% +966 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,172 $392K 0.03% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,153 $391K 0.04% 0 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 5,121 $388K 0.35% -6 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,950 $387K 0.03% +167 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 5,092 $386K 0.07% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,088 $386K 0.14% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,085 $386K <0.01% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,080 $385K 0.06% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,051 $383K 0.11% -303 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,035 $382K 0.09% -66 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,027 $381K 0.29% +36 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,022 $381K 0.17% -300 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,010 $380K 0.11% -100 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5,010 $380K 0.3% -197 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,003 $379K 0.03% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,971 $377K 0.02% +117 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 4,967 $376K 0.36% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,964 $376K 0.59% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 4,917 $373K 0.27% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,908 $372K 0.01% +999 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,897 $371K 0.26% -6,322 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,876 $370K 0.15% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,860 $368K 0.03% +364 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 4,829 $366K 0.28% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,828 $366K 0.06% -359 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,811 $365K 0.01% +295 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,813 $365K 0.02% +21 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,802 $364K 0.01% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,767 $361K 0.23% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,734 $359K 0.04% new 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,730 $358K 0.16% +400 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,709 $357K 0.03% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,709 $357K 0.03% -350 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 4,700 $356K 0.12% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,697 $356K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,618 $356K 0.16% -48 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,684 $355K 0.04% +4,355 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,678 $355K 0 Timeline Rinkey Investments More: the full row for Rinkey Investments 4,677 $354K 0.08% -627 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,619 $350K 0.02% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,606 $349K 0.06% +90 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,600 $349K <0.01% 0 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,592 $348K 0.2% +465 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,595 $348K 0.02% -340 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,574 $347K 0.03% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,538 $345K 0.07% +20 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,523 $343K 0.13% -592 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,511 $342K 0.17% +19 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,505 $341K 0.03% -31 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,505 $341K 0.09% -263 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,500 $341K 0.07% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,500 $341K 0.05% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,500 $341K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,481 $340K 0.06% -162 13F-HR/A Timeline Integras Partners LLC More: the full row for Integras Partners LLC 4,475 $339K 0.19% +10 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 4,458 $338K 0.12% 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,396 $333K 0.13% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,389 $333K 0.11% +606 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,388 $333K 0.05% -55 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,376 $332K 0.03% +14 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 4,353 $330K 0.08% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 4,298 $329K 0.29% -1,305 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,325 $328K 0.12% +302 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 4,269 $324K 0.21% +1,059 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,255 $322K 0.02% +382 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,209 $319K 0.11% -235 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,187 $317K 0.26% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,178 $317K 0.22% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,151 $315K 0.03% +850 13F-HR/A Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,134 $313K 0.26% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,123 $312K 0.01% -522 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,100 $311K 0.01% 0 13F-HR Timeline