Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,375 $666K 0.26% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,374 $666K 0.06% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,369 $665K 0.53% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,353 $663K 0.44% 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,343 $662K 0.04% +121 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,316 $659K 0.21% -402 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,306 $658K 0.03% +1,573 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,291 $656K 0.16% +1,000 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,291 $656K 0.02% -375 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,288 $655K 0.03% +107 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,254 $651K 0.04% +156 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,251 $651K 0.49% -24 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,249 $651K 0.02% -2 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,245 $650K 0.24% +8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,230 $648K 0.25% -5 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,220 $647K 0.1% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,209 $646K 0.19% -261 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,199 $644K 0.1% -523 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,196 $644K 0.32% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,170 $641K 0.05% +64 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,168 $640K 0.14% -57 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,161 $640K 0.54% 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 5,150 $638K 0.09% -1,800 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,150 $638K 0.46% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,129 $636K 0.52% +390 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,118 $634K 0.83% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,113 $634K 0.07% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,107 $633K 0.25% -80 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 5,100 $632K 0.15% 0 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 5,095 $631K 0.18% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,089 $631K 0.06% +9 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,085 $630K 0.1% +113 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,070 $628K 0.08% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,324 $628K 0.03% +374 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. 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More: the full row for Skyline Advisors, Inc. 5,000 $620K 0.24% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,000 $620K 0.63% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,985 $618K 0.04% -291 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,983 $618K 0.19% -157 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,979 $617K 0.05% +887 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,974 $616K 0.07% -494 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,966 $615K 0.2% -365 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,932 $611K 0.13% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,911 $609K 0.05% -67 13F-HR Timeline Fortitude Advisory Group L.L.C. 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KOHN & COMPANY 4,619 $572K 0.15% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,616 $572K 0.02% 0 13F-HR Timeline Beta Wealth Group, Inc. 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More: the full row for CONNING INC. 4,278 $530K 0.02% -204 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,267 $529K 0.04% -912 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,266 $529K 0.12% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,265 $529K 0.09% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,259 $528K 0.05% -410 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,247 $526K 0.08% +140 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 4,240 $525K 0.12% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,236 $525K 0.03% +238 13F-HR Timeline Financial Advisors Network, Inc. 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More: the full row for Blue Trust, Inc. 4,224 $523K 0.01% -2,299 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,221 $523K 0.06% -88 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,202 $521K 0.23% 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4,200 $521K 0.05% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,188 $519K 0.04% +823 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,162 $516K 0.08% +564 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,150 $514K 0.07% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,137 $513K 0.27% -7,682 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,132 $512K 0.31% new 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,089 $507K 0.48% -356 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,072 $505K 0.05% -2 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,070 $504K 0.09% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,070 $504K 0.18% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,066 $504K 0.26% +16 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,066 $504K 0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,052 $502K 0.03% +17 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 4,052 $502K 0.46% 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,041 $501K 0.05% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,022 $498K 0.04% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,021 $498K 0.04% -154 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,016 $498K 0.02% +34 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,009 $497K 0.26% -557 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,000 $496K 0.24% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,997 $495K 0.04% -5,111 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,993 $495K 0.22% +412 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,989 $494K 0.1% +1,500 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,042 $494K 0.04% -464,027 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,984 $494K 0.05% -173 13F-HR/A Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,965 $491K 0.04% +79 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,960 $491K 0.03% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,956 $490K 0.06% -3 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,939 $488K 0.13% +22 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,935 $488K 0.26% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,920 $486K 0.02% +176 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,883 $481K 0.05% +562 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,873 $480K 0.28% +40 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,866 $479K 0.01% -304 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,860 $478K 0.13% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,845 $477K 0.24% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,837 $476K 0.07% +107 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,832 $475K 0.16% +105 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,830 $475K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,826 $474K 0.05% +1,552 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,818 $473K 0.04% -2 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 3,815 $473K 0.34% +254 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,814 $473K 0.05% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,599 $470K 0.13% 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 3,783 $469K 0.09% +6 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,775 $468K 0.35% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,745 $464K 0.18% +10 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,730 $462K 0.11% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,722 $461K <0.01% -9,375 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,714 $460K 0.17% -240 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,707 $459K 0.01% +189 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 3,699 $458K 0.06% -10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,699 $458K 0.07% +1,370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,696 $458K 0.08% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,687 $457K 0.38% -69 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,686 $457K 0.07% -297 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,682 $456K 0.48% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,680 $456K 0.02% -1,348 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,678 $456K 0.04% -557 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,677 $456K 0.09% -2,602 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,659 $453K 0.08% -558 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,660 $452K 0.19% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,620 $449K 0.13% -308 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,616 $448K 0.05% -327 13F-HR/A Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,613 $448K 0.2% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,611 $448K 0.12% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,611 $448K 0.08% +74 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,604 $447K 0.34% -31 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,589 $445K 0.27% 0 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,561 $441K 0.21% +14 13F-HR Timeline