CAP Partners, LLC More: the full row for CAP Partners, LLC 10,322 $560K 0.27% -133 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 9,807 $558K 0.19% +432 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,259 $556K 0.03% -457 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,050 $556K 0.06% +875 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,196 $553K 0.01% -1,602 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 10,186 $552K 0.01% -663 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 10,179 $552K 0.49% 0 13F-HR/A Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,151 $550K 0.11% +911 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,091 $547K 0.07% -19 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,061 $545K 0.06% -505 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,024 $543K 0.02% -370 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,948 $543K 0.25% +63 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,996 $542K 0.17% -287 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,977 $541K 0.07% -1,740 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,973 $541K 0.01% +6,158 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,930 $538K 0.03% 0 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,892 $536K 0.03% +1,371 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 9,865 $535K 0.41% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,850 $534K 0.25% -351 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 9,773 $530K 0.18% +1,293 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,761 $529K 0.04% -1,921 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,620 $522K 0.14% -57 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,604 $521K 0.04% +3,920 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,563 $518K 0.24% -98 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 9,558 $518K 0.26% -1,715 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,515 $516K 0.01% -1,425 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,489 $514K 0.02% +373 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,419 $511K 0.02% -3,214 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,209 $510K 0.03% +19 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,406 $510K 0.01% +701 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,373 $508K 0.01% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,356 $507K 0.35% +360 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,331 $506K 0.01% +1,090 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,322 $505K 0.28% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,298 $504K 0.01% +816 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,280 $503K 0.1% -245 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,248 $501K 0.11% +99 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,241 $501K 0.01% +2,844 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,237 $501K 0.03% +106 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,209 $499K 0.01% +709 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 9,169 $497K 0.05% +234 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,072 $492K 0.01% -205 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,062 $491K 0.07% -45 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,061 $491K 0.04% +15 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,048 $490K 0.04% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,014 $489K 0.01% -821 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,964 $486K 0.19% -1,446 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8,964 $486K <0.01% +3,046 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,952 $485K 0.03% +968 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,946 $485K 0.03% -379 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,937 $484K 0.18% -158 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,932 $484K 0.1% +492 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,932 $484K 0.02% -3,950 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,904 $483K 0.02% +371 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 8,900 $482K 6.67% +1,335 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,867 $481K 0.38% -128 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,846 $480K 0.05% -1,250 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8,832 $479K 0.09% -38,189 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 8,802 $477K 0.21% -384 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,899 $474K 0.03% +1,328 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,747 $474K 0.07% -754 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 8,705 $472K 0.14% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,676 $470K 0.02% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,667 $470K 0.01% -1,370 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,650 $469K 0.11% -26 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,647 $469K <0.01% +208 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,646 $469K 0.03% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,646 $469K 0.02% +104 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,504 $461K 0.02% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,469 $459K 0.05% -57 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,440 $458K 0.04% +14 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,414 $456K 0.08% +90 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,402 $455K +1,920 Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 8,376 $454K 0.32% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,231 $453K 0.01% -62 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,326 $451K 0.08% +2,735 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 8,311 $451K 0.25% +792 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 8,310 $450K 0.06% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,295 $450K 0.31% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,285 $449K 0.08% +11 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,269 $448K 0.01% -213 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,262 $448K 0.03% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 8,247 $447K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,238 $447K 0.11% -390 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,195 $444K 0.03% +908 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,180 $443K 0.18% -28 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,160 $442K 0.01% -4,158 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,127 $441K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,123 $440K 0.03% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 8,095 $439K 0.33% +218 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,093 $439K 0.38% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,089 $438K 0.03% -7,526 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 8,083 $438K 0.29% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,071 $438K 0.17% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,056 $437K 0.06% +153 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,008 $434K 0.16% +703 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,024 $434K 0.03% +2,585 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 8,006 $434K 0.03% +1 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,962 $432K 0.24% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,960 $432K 0.03% -95 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,945 $431K 0.28% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,931 $430K 0.02% +905 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,929 $430K 0.04% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,924 $430K 0.12% -73 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,919 $429K 0.03% +35 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,916 $429K 0.02% -4,508 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,760 $421K 0.03% -705 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,745 $420K 0.01% -1,002 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,736 $419K 0.12% +63 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,719 $418K 0.01% +1,699 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,705 $418K 0.02% +1,202 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,701 $417K 0.06% +1,145 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 7,678 $416K -86 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,669 $416K <0.01% -583 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,667 $416K 0.01% +981 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,644 $414K 0.03% +2,092 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,598 $412K 0.01% +82 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,560 $410K 0.08% -9,157 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,534 $408K <0.01% -8,723 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,529 $408K 0.04% +1,721 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,513 $407K 0.07% 0 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 7,500 $407K 0.16% -602 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,437 $407K 0.01% -1,196 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,504 $406K 0.06% +635 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,482 $406K 0.17% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,454 $404K 0.02% -31 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,420 $402K 0.19% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,383 $400K 0.01% +206 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 7,327 $397K <0.01% +545 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,308 $396K 0.12% +1,456 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,301 $396K 0.05% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,296 $396K 0.2% -70 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,290 $395K 0.04% -458 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,288 $395K 0.11% -790 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 7,273 $394K 0.05% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,252 $393K 0.01% +423 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 7,225 $392K 0.13% +1,717 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,213 $391K 0.2% +100 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 7,204 $391K 0.08% 0 13F-HR/A Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,197 $390K 0.16% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,194 $390K 0.04% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,185 $389K 0.12% -1,382 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,167 $389K <0.01% +1,198 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,154 $388K 0.17% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,100 $385K 0.04% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,084 $384K 0.06% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,055 $382K 0.12% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,030 $381K 0.06% +767 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,023 $381K 0.12% -294 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,022 $381K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,998 $379K 0.03% +6 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,986 $379K 0.04% +966 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,976 $378K 0.18% -209 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,917 $375K <0.01% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,870 $372K 0.06% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 6,806 $370K 0.08% -479 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,822 $370K 0.04% -227 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,818 $370K 0.17% -63 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,801 $369K 0.07% -490 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 6,781 $368K 0.02% -640 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,779 $367K <0.01% +942 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,756 $366K 0.04% -710 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,750 $366K 0.01% -221 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,719 $364K 0.16% -264 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 6,718 $364K 0.05% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 6,718 $364K 0.06% +1,383 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,823 $364K <0.01% +71 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 6,698 $363K 0.04% +300 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,698 $363K 0.02% +126 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,684 $362K 0.04% -246 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,667 $361K 0.03% -4 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,648 $360K 0.01% +1,211 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,585 $357K 0.11% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,577 $357K 0.12% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,577 $357K 0.03% +100 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,553 $355K 0.14% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 6,547 $355K 0.14% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 6,542 $355K 0.05% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,512 $353K 0.04% -75 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,499 $352K 0.01% -354 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,490 $352K 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,486 $352K 0.01% +1,214 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,480 $351K 0.04% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,477 $351K 0.03% -1,008 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,843 $351K 0.02% +2,654 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,466 $351K 0.09% +11 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,457 $350K 0.03% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,438 $349K 0.04% -20 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,416 $348K 0.05% -217 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,333 $343K <0.01% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,327 $343K 0.04% +18 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 6,320 $343K 0.17% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,277 $340K 0.01% +543 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 6,253 $338K 0.14% -1,308 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,223 $337K 0.02% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,220 $337K 0.02% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,218 $337K 0.26% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,156 $334K 0.01% +1,209 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,152 $333K 0.23% -2,389 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,146 $333K 0.1% +70 13F-HR Timeline