BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,316 $818K 0.02% +324 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,310 $817K 0.05% -18 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 7,305 $816K 0.37% new 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 7,300 $816K 0.17% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 7,295 $815K 0.19% +27 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,169 $801K 0.17% -1,249 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,129 $797K 0.07% -32,581 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,072 $790K 0.01% +304 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,009 $783K 0.09% +106 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,007 $783K 0.07% +2,803 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,990 $781K 0.1% -299 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,925 $774K 0.07% +898 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,905 $772K 0.16% -13 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,885 $769K 0.02% +2,031 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,882 $769K 0.01% +116 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,874 $768K 0.29% -55 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,871 $768K 0.26% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,867 $767K 0.03% -23 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,729 $752K 0.02% -132 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,719 $751K 0.12% -141 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,578 $735K <0.01% -150,537 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 6,573 $735K 0.61% +90 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,514 $728K 0.21% +1,395 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,512 $728K 0.2% +90 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,493 $726K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,543 $725K 0.02% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,477 $724K 0.3% -985 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,452 $721K 0.01% +322 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 6,451 $721K 0.14% 0 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 6,416 $717K -915 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,415 $717K 0.01% -1,290 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,410 $716K 0.04% +1,242 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,378 $713K 0.12% -87 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,359 $711K 0.04% +116 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 6,328 $707K 0.1% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,303 $704K 0.01% +2,253 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,283 $702K 0.26% -532 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,170 $699K +3,403 Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,186 $691K 0.03% -2,979 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 6,160 $688K 0.3% -599 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,137 $686K 0.07% -1,371 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,128 $685K 0.01% +809 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,110 $683K 0.36% -1,451 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,059 $677K 0.02% +3 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,054 $677K 0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,049 $676K 0.01% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,027 $674K 0.06% +1,958 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,000 $670K 0.01% -22 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,943 $664K 0.03% +1,499 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 5,914 $661K 0.35% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,905 $660K 0.01% -3,534 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,888 $658K 0.04% -2,934 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,856 $654K 0.06% +17 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,800 $648K 0.25% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,795 $648K 0.11% +228 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,791 $647K 0.26% -156 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,778 $646K 0.03% -202 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,762 $644K <0.01% +962 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,756 $643K 0.03% -2,130 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,751 $643K 0.05% +2,252 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 5,778 $640K <0.01% +253 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,693 $636K 0.01% +580 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,690 $636K 0.01% -544 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,633 $630K 0.01% +944 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,631 $629K 0.04% -42,232 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,600 $626K 0.12% +685 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,542 $619K 0.01% +942 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,521 $617K 0.02% +825 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 5,500 $615K 0.06% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,406 $604K 0.17% -33 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,392 $603K 0.02% -73 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,392 $603K 0.32% -255 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 5,370 $600K 0.39% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,339 $597K 0.07% +502 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,320 $595K 0.01% +572 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,304 $593K 0.02% +528 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,283 $590K 0.01% -1,135 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,278 $590K <0.01% +270 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,246 $586K 0.01% -7,048 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,220 $583K 0.01% +1,848 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,208 $582K 0.01% -164 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,190 $580K 0.06% -710 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 5,132 $574K 0.04% +13 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,123 $572K 0.03% +95 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,104 $570K 0.01% +493 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,055 $565K 0.04% -307 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,020 $561K 0.01% +419 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,921 $559K 0.01% +574 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,927 $551K 0.05% +1,455 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,886 $546K 0.21% -3,516 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,853 $542K 0.05% +2,001 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,842 $541K <0.01% +1,623 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,838 $541K 0.02% -103 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,807 $537K 0.01% -13,031 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,852 $532K 0.06% -933 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,759 $532K 0.03% +817 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,739 $530K 0.13% -7,125 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 4,739 $530K 0.02% +564 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,724 $528K 0.03% -246 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,719 $527K 0.26% +143 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,712 $527K 0.02% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,701 $525K 0.06% +283 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,681 $523K 0.01% -1,011 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,680 $523K 0.01% -774 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,667 $521K <0.01% +150 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,661 $521K 0.03% +49 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,659 $518K 0.01% +111 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,518 $515K 0.17% -1,619 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,548 $508K <0.01% -35,494 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,500 $503K <0.01% new 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,473 $500K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,468 $499K 0.03% +232 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,466 $499K 0.04% -829 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,407 $493K 0.02% -613 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,384 $490K 0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,350 $486K 0.02% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,316 $482K 0.01% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,300 $481K 0.26% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,298 $480K 0.04% +30 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,296 $477K 0.15% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,250 $475K 0.05% +574 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,247 $475K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,162 $465K 0.06% -183 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,132 $462K 0.14% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,115 $460K 0.13% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,107 $459K <0.01% -16 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,089 $457K 0.03% +15 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,083 $456K 0.02% +3,997 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 4,048 $452K 0.38% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,048 $452K -374 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,023 $448K 0.03% -60 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,981 $445K <0.01% -774 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,964 $443K 0.01% -585 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,959 $442K 0.35% -789 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,951 $442K 0.02% -746 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,951 $442K 0.05% +6 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,933 $440K 0.08% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,922 $438K 0.12% +525 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,917 $438K 0.02% +44 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,911 $437K 0.01% +399 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,855 $431K <0.01% -5,695 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,849 $430K 0.01% +3,818 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,835 $429K 0.02% -200 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,835 $429K 0.01% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,828 $428K 0.01% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,811 $426K 0.03% +228 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,809 $426K 0.03% -1,106 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,807 $425K 0.01% -98 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,803 $425K <0.01% -3,544 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,780 $422K 0.06% -12 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,764 $421K 0.2% -5,204 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,745 $419K 0.04% -197 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,731 $417K 0.03% +270 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,677 $411K 0.03% -811 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,653 $408K 0.05% -327 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,647 $408K 0.02% +204 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,607 $403K 0.07% -56 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,603 $403K 0.22% -180 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,598 $402K 0.12% +145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,555 $397K 0.01% +127 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,545 $396K 0.02% -7 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,493 $390K 0.05% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,489 $390K 0.01% -355 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,471 $388K 0.01% +764 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,455 $386K 0.01% -908 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,439 $384K +214 Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 3,400 $380K 0.13% -900 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,391 $380K 0.01% +226 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,395 $379K 0.16% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,378 $377K 0.01% +329 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,371 $377K 0.02% +17 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,356 $375K 0.03% -36 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,191 $374K 0.17% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,347 $374K 0.03% -222 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,346 $374K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,324 $372K <0.01% +137 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,312 $370K 0.06% +8 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,300 $369K 0.01% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,262 $365K 0.27% 0 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 3,262 $364K 0.12% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,252 $363K 0.01% -179 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,243 $362K 0.01% +562 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,240 $362K 0.04% +108 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,230 $361K <0.01% +63 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,220 $360K 0.11% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,205 $358K 0.07% -11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,202 $358K 0.03% +71 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,200 $358K 0.02% -381 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,185 $356K 0.07% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 3,181 $356K 0.3% +18 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,175 $355K 0.01% +363 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,173 $355K 0.13% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,160 $353K 0.02% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,147 $352K 0.12% -47 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,135 $351K 0.01% -57 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,134 $350K 0.03% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,129 $350K 0.11% -250 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,096 $346K 0.1% +207 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,081 $344K 0.08% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,067 $343K <0.01% 0 13F-HR Timeline