Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 24,851 $249K 0.15% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 24,791 $249K 0.04% +3,276 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 24,790 $249K 0.06% -1,001 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 24,775 $248K 0.02% -591 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 24,733 $248K 0.01% +6,324 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,711 $248K 0.01% +5,018 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 24,607 $247K 0.21% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 24,512 $246K 0.27% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 24,487 $246K 0.02% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 24,783 $245K 0.16% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 24,299 $244K 0.16% -666 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 24,290 $244K 0.04% +3,240 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 24,221 $243K <0.01% -21,934 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 24,186 $243K 0.01% +2,163 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,150 $242K 0.21% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 24,111 $242K 0.16% +2,087 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 23,659 $242K 0.08% -836 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $242K 0.24% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 24,093 $242K 0.06% +7,816 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 24,054 $241K 0.02% -2,905 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 24,043 $241K 0.01% -5,558 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 24,000 $241K <0.01% +500 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 24,000 $241K 0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 23,953 $240K 0.03% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 23,728 $238K 0.01% -713,559 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 23,684 $238K <0.01% +2,286 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 23,621 $237K 0.03% +1,469 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 23,613 $237K 0.12% +3,770 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,562 $236K 0.12% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 24,974 $235K 0.02% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 23,345 $234K 0.01% -5,270 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 23,330 $234K 0.14% +12,930 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 23,150 $232K 0.22% -2,500 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 23,140 $232K 0.01% +2,413 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 23,070 $231K 0.23% +1,127 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 23,000 $231K 0.01% +7,000 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,973 $230K 0.04% +3 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 22,883 $230K 0.11% +490 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 22,773 $228K 0.02% -1,132 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 22,757 $228K 0.04% +1,253 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,660 $227K 0.08% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22,607 $227K <0.01% +21,451 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,502 $226K <0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,355 $224K 0.01% -1,565 13F-HR/A Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 22,347 $224K <0.01% -414,420 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 22,345 $224K 0.01% -37,536 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,340 $224K 0.1% -80 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 21,986 $223K 0.06% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,190 $223K 0.01% -9,397 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 22,157 $222K 0.07% -146 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 22,086 $222K 0.01% +3,929 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,889 $220K <0.01% -2,385 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 21,860 $219K 0.02% -133 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 21,841 $219K 0.1% +134 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21,836 $219K 0.03% 0 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 21,821 $219K 0.13% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 21,804 $219K 0.02% +645 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21,753 $218K <0.01% +899 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 21,564 $216K 0.05% -9,982 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 21,491 $216K 0.12% +2,462 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,432 $215K 0.02% +536 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 21,331 $214K 0.01% +1,270 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,270 $213K 0.01% -500 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,111 $212K 0.03% -360 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 21,083 $211K 0.05% -158 13F-HR/A Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 21,059 $211K 0.14% +2,000 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 21,000 $211K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,974 $210K 0.01% -1,050 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 20,910 $210K 0.03% -3,030 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20,841 $209K 0.02% -6,577 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,850 $209K 0.06% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 20,829 $209K 0.01% -875 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 20,781 $208K 0.06% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,628 $207K <0.01% +6,570 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 21,645 $207K 0.11% -107 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 20,594 $207K 0.04% -105 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 20,592 $207K 0.09% -47 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 20,558 $206K 0.04% -8,500 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,528 $206K 0.01% -18,503 13F-HR Timeline Group Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 20,502 $206K 0.06% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,471 $205K 0.07% +179 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 20,444 $205K 0.15% -230 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 20,396 $205K 0.08% -233,337 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,320 $204K 0.01% +1,576 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 20,222 $203K 0.01% -1,298 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,218 $203K 0.01% -1,679 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 20,153 $202K 0.01% -684,611 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20,145 $202K 0.1% +689 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,039 $201K 0.03% +1,604 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 20,033 $201K 0.01% +1,598 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 20,029 $201K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,107 $201K 0.02% -16,536 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 19,984 $200K 0.01% +6,332 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 19,950 $200K 0.19% +5,750 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 19,926 $200K 0.03% +1,419 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 19,904 $200K 0.02% +546 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 19,867 $199K 0.04% +1,508 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 19,863 $199K 0.03% +106 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 19,765 $198K 0.01% +1,176 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 19,733 $198K 0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 19,727 $198K 0.01% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 19,700 $198K 0.25% -2,800 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 19,679 $197K 0.03% -12,766 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 19,459 $195K 0.09% +2,779 13F-HR/A Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 19,433 $195K 0.03% +746 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 20,000 $194K 0.02% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,378 $194K 0.06% -52 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 19,319 $194K <0.01% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 19,221 $193K 0.1% -773 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,178 $192K <0.01% +1,574 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 19,135 $192K 0.03% -4,469 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19,003 $191K 0.01% +649 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18,869 $189K 0.08% +1,789 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,806 $189K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,720 $188K 0.06% +691 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,657 $187K 0.05% +1,564 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,616 $187K 0.04% +2,750 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 18,612 $187K 0.11% -2,962 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 18,502 $186K 0.11% -2,803 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 18,404 $185K 0.15% +67 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,380 $184K 0.08% -5,350 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 18,368 $184K 0.04% -446 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 18,355 $184K 0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,316 $184K 0.01% -23,482 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 18,327 $184K 0.02% -6,326 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,310 $184K 0.01% -22,301 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 18,191 $182K 0.06% -200 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 18,153 $182K 0.03% +4,185 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 18,120 $182K 0.13% -8,481 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 18,050 $181K 0.15% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 18,021 $181K 0.01% -1,045 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,518 $180K 0.01% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 17,939 $180K 0.07% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 17,851 $179K 0.03% +470 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $179K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,817 $179K 0.02% +5,554 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 17,770 $178K 0.15% +7,146 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,740 $178K 0.01% -5,474 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 17,649 $177K 0.01% +3,362 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 17,639 $177K 0.04% +95 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 16,702 $176K 0.12% -2,860 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 17,567 $176K 0.04% +361 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,565 $176K <0.01% 0 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 17,515 $176K 0.02% +280 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 17,228 $175K 0.01% -17,204 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 17,427 $175K 0.14% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 17,288 $173K 0.23% -57,232 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17,263 $173K 0.02% +269 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 17,262 $173K 0.04% +10,361 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 17,281 $173K 0.18% -25,119 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 17,210 $173K 0.01% -3,935 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,210 $173K 0.01% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 17,208 $173K 0.07% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17,545 $172K <0.01% -2,270 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,090 $171K 0.03% -2,321 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 17,065 $171K 0.1% -10,369 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 17,051 $171K 0.02% +331 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 16,993 $170K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,157 $170K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,878 $169K 0.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 16,833 $169K 0.03% +500 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 16,833 $169K 0.06% +3,417 13F-HR Timeline United Bank More: the full row for United Bank 16,817 $169K 0.07% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 16,804 $169K 0.15% +5,723 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,113 $168K 0.02% -77 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 16,688 $167K 0.07% -10,439 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,677 $167K 0.01% -10,585 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 16,675 $167K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,632 $167K 0.02% +191 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 16,625 $167K 0.03% +1,481 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,563 $166K 0.02% -13 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 16,553 $166K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 16,550 $166K <0.01% +9,717 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,477 $165K 0.02% -12,243 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 16,472 $165K <0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,411 $165K 0.01% new 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 16,399 $164K 0.01% +4,281 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,397 $164K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,367 $164K 0.04% +1,869 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 16,315 $164K 0.05% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,300 $163K 0.03% +304 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,203 $163K <0.01% +1,140 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,160 $162K 0.02% +975 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 16,082 $161K 0.17% +554 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 16,071 $161K 0.02% +2,471 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 16,061 $161K 0.03% +19 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,993 $160K 0.01% +2,011 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,961 $160K 0.02% +1,708 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15,961 $160K 0.01% -317 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 16,000 $160K 0.02% -4,500 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 15,873 $159K 0.04% +233 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 15,850 $159K 0.11% +1,305 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 15,811 $159K 0.06% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,099 $158K 0.05% -2 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,713 $158K 0.02% -150 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 15,676 $157K <0.01% -14,359 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,636 $157K 0.05% -26,107 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,524 $156K <0.01% -1,253 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 15,500 $155K 0.05% 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 15,403 $154K 0.06% new 13F-HR Timeline