LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,580 $282K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,571 $281K 0.02% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,570 $281K 0.07% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 5,562 $281K 0.19% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,532 $279K 0.11% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,494 $277K 0.23% +100 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,479 $276K 0.01% +223 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,450 $275K <0.01% new 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,437 $274K 0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,421 $274K 0.02% +164 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,420 $274K 0.05% 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,418 $273K 0.02% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,409 $273K 0.08% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,392 $272K 0.01% -75 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 5,379 $271K 0.16% -16 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,360 $270K 0.02% +552 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,314 $268K 0.12% -607 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,296 $267K 0.02% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,264 $266K 0.19% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,252 $265K 0.06% -98 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,247 $265K 0.09% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,247 $265K 0.04% +370 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,246 $265K 0.17% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,238 $264K 0.05% -250 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,185 $262K 0.04% +3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,334 $262K 0.07% +305 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,169 $261K 0.02% -63 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,151 $260K 0.05% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,095 $257K 0.01% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,094 $257K 0.31% -1,221 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,072 $256K 0.01% 0 13F-HR Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 5,040 $254K 0.18% -3,165 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 5,087 $254K 0.03% +100 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,031 $254K 0.11% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,011 $253K 0.01% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,005 $253K 0.01% +55 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,000 $252K 0.18% -1,000 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 5,000 $252K 0.18% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,000 $252K 0.11% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,993 $252K 0.12% -5 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,991 $252K 0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,990 $252K <0.01% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,987 $252K 0.12% -25 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,966 $251K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,310 $249K 0.02% +22 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,930 $249K 0.01% new 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 4,920 $248K 0.27% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,900 $247K 0.01% -78 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,898 $247K 0.04% +65 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,835 $244K <0.01% new 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,789 $242K 0.1% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,780 $241K 0.03% +136 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 4,780 $241K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,769 $241K 0.05% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 4,764 $240K 0.03% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,760 $240K 0.07% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,758 $240K 0.07% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,757 $240K 0.01% +4 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,726 $238K <0.01% 0 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,703 $237K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,701 $237K 0.03% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,706 $237K 0.01% -229 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,696 $237K 0.09% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,680 $236K 0.02% +1 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,668 $236K <0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,914 $235K 0.04% -204 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,342 $235K 0.34% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,650 $235K 0.01% -996 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,640 $234K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,613 $233K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,947 $232K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,596 $232K 0.02% -18 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,595 $232K 0.1% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,584 $231K 0.03% -492 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,560 $230K 0.02% -100 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,546 $229K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,534 $229K 0.01% -28 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,530 $229K 0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,523 $228K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,501 $227K 0.01% -1,593 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,486 $226K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,480 $226K 0.01% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,463 $225K 0.1% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,460 $225K 0.13% -740 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,024 $225K 0.03% +228 13F-HR/A Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,458 $225K 0.05% -17 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,586 $225K 0.02% -500 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,443 $224K 0.03% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,421 $223K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,420 $223K 0.04% -1 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,490 $223K 0.08% -196 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,411 $223K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,402 $222K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,398 $222K 0.06% -57 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,374 $221K 0.01% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,373 $221K 0.03% -1,847 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,368 $220K 0.08% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,359 $220K 0.03% -832 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,318 $218K 0.02% new 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,314 $218K 0.05% -101 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,310 $217K 0.05% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,307 $217K <0.01% -13,876 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 4,300 $217K 0.05% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,295 $217K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,292 $217K 0.12% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,283 $216K <0.01% new 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 4,258 $215K 0.03% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,251 $214K 0.04% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,235 $214K 0.06% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,224 $213K 0.05% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,220 $213K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,268 $212K 0.02% new 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 4,247 $211K 0.06% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,181 $211K 0.01% -642 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,180 $211K 0.05% -1,000 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,172 $211K 0.07% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,162 $210K 0.05% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,157 $210K 0.09% +410 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,157 $210K 0.21% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,109 $207K 0.07% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,089 $206K 0.01% -84 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,065 $205K 0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,062 $205K <0.01% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,036 $204K 0.02% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,035 $204K 0.05% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,020 $203K 0.05% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,011 $202K 0.02% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,228 $202K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,992 $201K 0.08% -3,195 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,992 $201K 0.13% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,990 $201K 0.01% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,986 $201K 0.13% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,984 $201K 0.01% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,975 $201K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,969 $200K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,966 $200K 0.11% -96 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,775 $192K 0.01% +152 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,800 $192K 0.03% -900 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,800 $192K 0.02% +2,500 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,782 $191K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,779 $191K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,752 $189K 0.13% -103 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,735 $188K 0.74% -90 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,670 $185K 0.09% +1,788 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,578 $181K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,481 $176K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,649 $174K 0.1% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,174 $160K 0.04% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,170 $159K 0.03% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 3,101 $156K 0.78% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,062 $155K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,051 $154K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,030 $153K 0.09% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,000 $151K 0.01% new 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,973 $150K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,953 $149K 0.05% +22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,900 $146K 0.03% -947 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,846 $144K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,632 $133K 0.02% +257 13F-HR Timeline MOTCO More: the full row for MOTCO 2,603 $131K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,602 $131K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,602 $131K 0.09% +2,270 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,585 $130K <0.01% -50 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,551 $129K 0.03% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,500 $126K 0.1% -400 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,371 $120K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,256 $114K <0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,252 $114K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,224 $112K 0.01% -398 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 2,222 $112K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,197 $111K 0.01% -10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,179 $110K 0.04% -144 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,175 $110K 0.02% +2,175 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,142 $108K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,124 $107K 0.04% -1,617 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,027 $102K 0.02% -77 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,009 $101K 0.02% +3 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $101K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,992 $101K <0.01% -178 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,986 $100K 0.06% +99 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,982 $100K 0.04% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,922 $97K 0.04% +1,433 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $89K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,728 $87K <0.01% -198 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,707 $86.1K 0.06% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,707 $86K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,704 $86K <0.01% -83 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,662 $82.4K 0.02% -22 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,630 $82.3K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,611 $81.3K 0.02% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,574 $79.4K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,492 $75.3K 0.01% -968 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,487 $75K <0.01% -662 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,485 $74.9K 0.01% +18 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,480 $74.7K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,477 $74.5K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,448 $73.1K 0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,463 $72.8K 0.05% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,433 $72.3K 0.01% -10 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,381 $69.7K 0.02% -16 13F-HR Timeline