Dakota Wealth Management More: the full row for Dakota Wealth Management 18,254 $775K 0.02% -155 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 18,250 $774K 0.19% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 18,228 $773K 0.06% new 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 18,102 $768K 0.13% +8,902 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 17,909 $760K 0.16% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 17,767 $754K 0.07% +644 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 17,715 $752K 0.19% -20 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 17,701 $751K 0.55% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,557 $745K 0.02% -491 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,381 $737K 0.02% -3,031 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 17,356 $736K 0.12% -1,515 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 17,324 $735K 0.06% +1,234 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 17,254 $732K 0.14% +1,973 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,254 $732K 0.14% +1,973 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,235 $731K 0.03% +3,598 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,058 $724K 0.02% -205 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,988 $721K 0.03% +262 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,986 $721K 0.07% -1,339 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,934 $719K <0.01% +3,255 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 16,809 $713K 0.05% -250 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 16,771 $712K 0.36% -1,793 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,713 $709K 0.02% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 16,620 $705K 0.12% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,494 $700K 0.06% +595 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,492 $700K 0.03% -406 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,451 $698K 0.06% +306 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 16,436 $697K 0.42% -1,896 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 16,325 $693K 0.04% -492 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,086 $683K 0.33% -100 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 16,061 $681K 0.18% -300 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,038 $680K 0.21% -349 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 16,000 $679K 0.42% -1,500 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,980 $678K 0.22% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,968 $677K 0.04% -2,677 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 15,946 $677K 0.29% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,934 $676K 0.01% -842 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 15,947 $676K <0.01% +4,346 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 15,922 $676K 0.07% +866 13F-HR/A Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 15,694 $675K 0.24% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,804 $671K 0.01% 0 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 15,800 $670K 0.52% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,783 $670K 0.05% -40 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,724 $667K 0.04% +1,128 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 15,667 $665K 0.16% -643 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,637 $663K 0.02% -4,517 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,534 $659K 0.17% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,508 $658K 0.13% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 15,454 $656K 0.06% -1 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 15,379 $652K <0.01% +2,903 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 98,020 $644K 0.05% -793,383 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 15,162 $643K 0.26% +126 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 15,150 $643K 0.37% +300 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,075 $640K 0.05% -508 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,069 $639K 0.01% -4,350 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 14,879 $639K 0.55% +110 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,029 $638K 0.02% -3,146 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 15,022 $637K 0.06% +220 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,998 $636K 0.08% +712 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,797 $628K 0.04% -183 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,796 $628K 0.24% -4,354 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 14,744 $626K 0.04% +800 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 14,626 $621K 1.5% -4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,581 $619K 0.02% -477 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 14,520 $616K 0.33% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 14,485 $615K 0.23% +10,085 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,422 $612K <0.01% -1,050 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 14,404 $611K 0.02% -263 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 14,357 $609K 0.1% +3,288 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,330 $608K 0.03% +5,996 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,318 $608K 0.56% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,316 $607K 0.01% -6,600 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 14,285 $606K 0.09% +97 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,216 $603K 0.12% +62 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 14,192 $602K 0.14% -472 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 14,174 $601K 0.33% 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 14,201 $598K 0.06% +3,284 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 14,015 $594K 0.01% -42,150 13F-HR/A Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 13,980 $593K 0.16% -126 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,933 $591K 0.01% +6,603 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,871 $589K 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,852 $588K 0.03% -755 13F-HR/A Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,788 $585K 0.06% +7,855 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 13,785 $585K <0.01% -4,614 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 13,731 $583K 0.08% -913 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 13,688 $581K 0.11% +406 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 13,679 $580K 0.21% -90 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,634 $578K 0.26% +4,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,568 $576K <0.01% +645 13F-HR/A Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,564 $576K 0.26% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 13,400 $569K 0.52% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,372 $567K 0.01% +1,111 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 13,345 $566K 0.12% -745 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,170 $559K 0.15% +28 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,145 $558K 0.2% +547 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,084 $555K 0.05% -566 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 13,076 $555K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,042 $553K 0.02% -503 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,037 $553K 0.02% -4,493 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 12,953 $550K 0.3% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,950 $549K 0.15% +210 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 12,916 $548K 0.42% +155 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12,902 $547K 0.15% -1,531 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,873 $546K 0.19% -1,150 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,847 $545K <0.01% -309 13F-HR Timeline Group Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 12,796 $543K 0.28% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,778 $542K 0.34% -1,315 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 12,765 $542K 0.05% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 12,749 $541K 0.05% +251 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,721 $540K 0.06% -1,327 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,707 $539K 0.13% -282 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,604 $535K 0.04% -1,392 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,577 $534K 0.1% +6 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,573 $533K 0.01% +429 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 12,555 $533K 0.14% -123 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,532 $532K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,514 $531K 0.01% +1,501 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 12,195 $529K 0.53% -635 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,363 $525K 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,363 $525K 0.02% +1,797 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 12,361 $524K 0.1% +39 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,347 $524K 0.35% +1,104 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 12,335 $523K 0.27% +138 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,255 $520K 0.02% -5,375 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 12,199 $518K 0.67% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 12,138 $515K 0.33% +138 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,144 $515K 0.13% -1,664 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 12,096 $513K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,089 $513K 0.03% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,002 $509K 0.08% -438 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,997 $509K 0.03% +29 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 11,930 $506K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,902 $505K 0.02% -503 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,834 $502K 0.04% +922 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 11,827 $502K 0.34% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,709 $497K 0.04% -2,989 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,661 $495K 0.44% 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 11,620 $493K 0.25% +3,155 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 11,596 $492K 0.34% -950 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,578 $491K 0.2% 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 11,526 $489K 0.3% -49 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,519 $489K 0.28% -985 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,465 $486K 0.05% 0 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,444 $486K 0.16% +16 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 11,413 $484K 0.22% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,335 $481K 0.01% +181 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,317 $480K 0.09% +18 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,287 $479K 0.01% -1,830 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,262 $478K 0.19% +378 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 11,250 $477K 0.38% -3,693 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 11,170 $474K 0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,126 $472K 0.12% -23 13F-HR Timeline City State Bank More: the full row for City State Bank 11,125 $472K 0.17% -288 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 11,001 $467K 0.41% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,987 $466K 0.02% +1,150 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 10,961 $465K 0.04% -881 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,951 $465K 0.08% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 10,301 $464K 0.13% -950 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,939 $464K 0.01% +597 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,933 $464K 0.49% 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,865 $461K 0.03% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,806 $458K 0.02% +3,035 13F-HR/A Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,757 $456K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,754 $456K 0.04% +3,186 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 10,745 $456K 0.34% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,694 $454K 0.01% +1,731 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,678 $453K 0.05% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,633 $451K 0.02% -248 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,598 $450K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,529 $447K 0.02% +483 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 10,524 $447K <0.01% -451 13F-HR/A Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,453 $444K 0.24% -345 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,421 $442K 0.05% -2,946 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 10,413 $442K +469 Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 10,368 $440K 0.31% -189 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,337 $439K 0.04% -2,394 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,301 $437K 0.04% +4,687 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,110 $437K 0.09% -30 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,279 $436K <0.01% +2,806 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,255 $435K 0.02% -91 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 10,232 $434K 0.11% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 10,223 $434K 0.2% -951 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,193 $432K 0.03% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,182 $432K 0.02% +72 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,156 $431K 0.17% +302 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,091 $428K 0.08% +2,822 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,035 $426K 0.08% +194 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,033 $426K 0.01% +168 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 10,017 $425K 0.35% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,972 $423K 0.06% -472 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,966 $423K 0.03% +1,570 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,409 $422K 0.03% -59 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,930 $421K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,894 $420K <0.01% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 9,885 $419K 0.36% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,879 $419K 0.08% -20,258 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,833 $417K 0.3% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 9,800 $416K 0.24% -889 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,765 $414K 0.02% -1,130 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,734 $413K 0.03% -646 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,661 $410K 0.25% -123 13F-HR Timeline