Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,810 $253K 0.13% +119 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,810 $253K 0.01% -621 13F-HR Timeline Group Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 5,802 $253K 0.14% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,801 $253K 0.01% +435 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,797 $253K 0.16% +811 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,773 $252K 0.1% -67 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,768 $251K 0.01% +248 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,724 $250K 0.23% -9,435 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,719 $249K 0.04% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,692 $248K 0.04% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,689 $248K 0.02% +387 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,687 $248K 0.02% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 5,626 $247K 0.33% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,666 $247K 0.02% -684 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,651 $246K 0.09% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,643 $246K 0.09% -640 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,638 $246K <0.01% +1,116 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,620 $245K 0.04% +21 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,595 $244K 0.09% +76 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,592 $244K 0.01% -788 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,598 $244K 0.02% -69,551 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,580 $243K 0.01% +516 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,561 $242K 0.01% -25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,552 $242K 0.01% +591 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,549 $242K 0.01% +2,472 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,549 $242K 0.1% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,528 $241K 0.03% +1,400 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,510 $240K 0.06% -320 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,510 $240K 0.1% -100 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,451 $240K 0.05% +6 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,504 $240K 0.07% +50 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,494 $239K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,470 $238K 0.02% -41 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,488 $238K 0.12% +10 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,431 $237K <0.01% +129 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,405 $236K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,382 $235K <0.01% -565 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,355 $233K 0.06% -45 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,353 $233K 0.04% +873 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,338 $233K 0.01% -640 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,334 $232K 0.01% -24 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,280 $230K 0.01% +80 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,264 $229K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,263 $229K 0.03% +194 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,246 $229K 0.04% -11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,222 $228K 0.02% +667 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,196 $226K 0.06% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,180 $226K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,175 $226K 0.01% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,150 $224K 0.09% -445 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,148 $224K 0.07% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,117 $223K <0.01% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,112 $223K 0.04% -1,000 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,181 $223K 0.02% -274 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,086 $222K 0.03% +342 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,082 $222K 0.02% +69 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,066 $221K 0.06% +226 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,048 $220K <0.01% -1,340 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,043 $220K 0.01% -3 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,024 $219K 0.01% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 5,000 $218K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,967 $217K <0.01% +980 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,964 $216K 0.03% -912 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,956 $216K 0.12% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,950 $216K 0.11% -52 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,944 $216K 0.04% +244 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,944 $215K 0.01% +369 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 4,935 $215K 0.08% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,872 $214K 0.18% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,889 $213K 0.02% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,885 $213K 0.08% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,753 $213K 0.03% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,882 $213K 0.1% 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,880 $213K 0.1% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,863 $212K 0.01% +105 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,845 $211K 0.01% 0 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,849 $211K 0.01% -52 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,805 $209K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,504 $209K 0.02% -766 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,790 $209K 0.1% -155 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,775 $208K 0.08% +43 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,695 $205K 0.07% +35 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,695 $205K 0.07% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,676 $204K 0.01% -50 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,666 $203K 0.02% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,663 $203K 0.04% +2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,661 $203K 0.01% -16,700 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,634 $202K 0.01% -193 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,614 $201K 0.03% +130 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,605 $201K 0.01% -4,477 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,600 $201K 0.05% -500 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,600 $201K 0.06% +50 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,598 $200K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,597 $200K 0.05% +570 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 4,578 $200K 0.06% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,541 $198K <0.01% -75 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,476 $195K 0.01% +450 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,254 $185K 0.17% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,174 $182K 0.08% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4,157 $181K 0.18% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 4,140 $180K 0.1% -111 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,100 $179K 0.02% +3,900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,923 $171K 0.04% +1,466 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,896 $170K 0.13% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,850 $168K 0.02% -1,910 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,775 $165K 0.02% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,734 $163K 0.04% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,637 $159K 0.05% -1,551 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,632 $158K 0.02% -200 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,573 $156K 0.01% +88 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,571 $156K 0.23% +2,773 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,537 $154K <0.01% +320 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,521 $153K 0.08% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3,493 $152K 0.04% -1,581 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,490 $152K 0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,483 $152K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,474 $151K <0.01% -13 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,424 $149K 0.01% +2,647 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,362 $147K <0.01% -515 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,311 $144K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,274 $143K 0.02% -55 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,160 $138K 0.04% +570 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,124 $136K 0.05% +64 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,128 $136K 0.07% -498 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,038 $132K 0.02% +2,709 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,843 $124K 0.07% +165 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,780 $121K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,769 $121K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,737 $119K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,694 $117K 0.04% +22 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,663 $116K 0.03% +12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,659 $116K 0.02% +103 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,635 $115K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,632 $115K 0.04% +177 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,491 $109K 0.07% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,500 $109K 0.1% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,378 $106K 0.01% +1,093 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,372 $103K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,356 $103K <0.01% -319 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,350 $102K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,322 $101K <0.01% +15 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,240 $97.6K 0.11% -1,190 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,227 $97.1K <0.01% +1,791 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,183 $95.2K <0.01% -52 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,172 $94.7K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,162 $94.2K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,086 $90.9K 0.01% +40 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,081 $90.7K 0.01% +57 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,080 $90.7K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,073 $90.4K 0.05% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,053 $89.5K 0.07% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,044 $89.1K 0.04% -174 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,980 $86K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,942 $84.7K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,904 $83.6K 0.03% +1,109 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,910 $83.3K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,883 $82K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,859 $81K 0.03% +62 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,814 $79.1K <0.01% -874 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,772 $77.2K 0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,759 $76.7K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,730 $75.4K <0.01% +19 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,692 $75K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,705 $74.3K <0.01% +1,042 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,650 $71.9K 0.01% 0 13F-HR Timeline 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 1,622 $70.7K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,602 $69.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,592 $69.4K 0.01% +11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,591 $69.4K 0.01% -56 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,493 $66.8K 0.01% -338 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,521 $66K <0.01% +106 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,505 $65.6K 0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,499 $65.3K 0.02% -100 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,493 $65.1K <0.01% +318 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,433 $62.4K 0.04% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,401 $61.1K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,359 $59.2K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,359 $59.2K 0.01% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,337 $58.3K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,333 $58.1K 0.01% +13 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,298 $56.6K 0.05% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,291 $56.3K <0.01% -12 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,275 $55.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,254 $54.7K 0.01% -960 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,216 $53K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,207 $52.6K <0.01% -184 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,200 $52.3K 0.04% +10 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,176 $51.3K 0.02% -322 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,175 $51.2K <0.01% +466 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,139 $49.6K <0.01% -1,325 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,141 $49K <0.01% +9 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,121 $48.9K <0.01% +1,048 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,119 $48.8K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,100 $47.9K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,081 $47.1K 0.01% -180 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,081 $47.1K 0.04% +573 13F-HR Timeline Capital Advisors, Ltd. 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