Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 28,988 $335K <0.01% +791 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 28,912 $334K 0.03% -71 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 28,867 $333K 0.01% +649 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 28,820 $333K 0.11% +527 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 28,818 $333K 0.04% -8,672 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 28,791 $332K 0.01% +25,183 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 28,635 $330K 0.01% -1,775 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 28,378 $327K 0.08% +3,080 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 28,332 $327K 0.08% +3,696 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,851 $325K 0.01% +270 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 28,099 $324K 0.19% -1,582 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 28,071 $324K 0.02% +4 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 27,881 $322K 0.02% -239 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 27,722 $320K 0.05% -1,750 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 27,672 $319K 0.08% +1,040 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 27,550 $318K 0.02% +2,384 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 27,500 $317K 0.24% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 27,427 $317K 0.01% +1,131 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 27,375 $316K 0.02% -44,776 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 27,118 $313K 0.01% +2,018 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 27,101 $313K 0.08% +1,263 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,968 $311K 0.02% +986 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 26,896 $310K 0.14% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 26,841 $310K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,744 $309K 0.01% +6,611 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,448 $307K 0.02% -44 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 26,584 $307K 0.17% -262 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 26,539 $306K 0.02% +673 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 26,499 $306K 0.09% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 26,432 $305K 0.31% -70 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 26,363 $304K 0.04% -948 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 26,331 $304K 0.01% -6,516 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,247 $303K 0.05% +115 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 26,205 $302K 0.02% +1,386 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 26,000 $300K 0.02% -14,700 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,988 $300K 0.03% +4,432 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 25,977 $300K 0.01% +11,867 13F-HR/A Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 25,862 $298K 0.03% -5,969 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,609 $296K 0.07% +152 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 23,394 $295K 0.03% +3,903 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 25,557 $295K <0.01% +2,500 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 25,468 $294K 0.08% +11,452 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 25,325 $292K <0.01% +775 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 25,231 $291K 0.04% -42 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 25,229 $291K 0.12% -443,805 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 25,217 $291K <0.01% +2,233 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 25,169 $290K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25,036 $289K 0.02% +11 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 24,884 $287K 0.01% new 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 24,780 $286K 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 24,735 $285K 0.04% +5,715 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 24,613 $284K 0.01% -151,181 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 24,426 $282K 0.07% -1,450 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,276 $280K 0.02% +731 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 24,213 $279K 0.04% -1,395 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,150 $279K 0.18% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $278K 0.19% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 23,988 $277K 0.15% +52 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 23,977 $277K 0.01% -57,609 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 23,926 $276K <0.01% +2,300 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23,923 $276K 0.01% -1,040 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 23,908 $276K 0.05% -456 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 23,873 $276K 0.05% +6,147 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 23,851 $275K 0.04% -926 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 23,793 $275K 0.07% +190 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 23,790 $275K 0.02% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 23,674 $273K 0.17% -2,789 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 23,516 $271K 0.13% -27,050 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 23,512 $271K 0.03% +38 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,502 $271K 0.28% +318 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 23,424 $270K 0.02% +90 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 23,357 $270K 0.08% -390 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 23,327 $269K 0.02% +5,400 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 23,250 $268K 0.06% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,223 $268K <0.01% +12,334 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,220 $268K 0.01% +825 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 23,211 $268K 0.06% +3,469 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 23,112 $267K 0.01% +495 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 23,027 $266K 0.05% +2,599 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 22,995 $265K 0.01% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 22,991 $265K 0.07% +1,127 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 22,974 $265K 0.03% -571 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 22,867 $264K 0.1% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 22,821 $263K 0.14% +8,049 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 22,772 $263K -569 Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,733 $262K 0.03% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,720 $262K <0.01% -104 13F-HR/A Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 19,973 $262K 0.02% 0 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 22,689 $262K 0.12% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,684 $262K 0.02% +6,797 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,660 $261K 0.03% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,505 $260K 0.02% -491 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 22,516 $260K 0.22% +885 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 22,467 $259K 0.05% +12,283 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 22,430 $259K 0.01% new 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,384 $258K <0.01% -14,831 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 22,362 $258K 0.11% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 22,323 $258K 0.01% +14,509 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22,316 $258K 0.03% -2,536 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,285 $257K 0.02% +4,222 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 22,273 $257K 0.01% -2,634 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 22,248 $257K 0.08% +168 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 22,145 $256K 0.13% -4,110 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22,100 $255K 0.02% +4,065 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,055 $255K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 21,964 $253K <0.01% +4,196 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 21,846 $252K 0.09% +37 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 21,804 $252K 0.14% -200 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21,700 $250K 0.01% -1,300 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,692 $250K 0.01% -2,063 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 20,657 $250K 0.09% +244 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,660 $250K 0.05% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,611 $249K 0.12% -242 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 19,548 $248K 0.1% -15,354 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 21,349 $246K <0.01% -1,074 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 21,326 $246K <0.01% -118,250 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 21,219 $245K 0.03% new 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,174 $244K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,169 $244K 0.01% +4,124 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 21,163 $244K 0.08% +1,871 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 21,153 $244K 0.07% +725 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. 21,135 $244K 0.01% -3,590 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 21,115 $244K 0.02% +3,566 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 21,099 $243K <0.01% +3,379 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 21,095 $243K 0.02% +1,424 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 21,031 $243K 0.13% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,959 $242K <0.01% +1,523 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 20,937 $242K 0.07% +1,230 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,897 $241K 0.05% -30 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 20,878 $241K 0.01% -2,396 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,863 $241K 0.02% +4 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,850 $240K 0.06% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,769 $240K 0.06% +312 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,766 $240K 0.11% +5 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 19,809 $239K 0.15% +8,110 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 20,669 $239K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,655 $238K 0.03% +2,328 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,413 $236K 0.01% -122,247 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 20,405 $235K 0.15% +805 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 20,394 $235K 0.09% +25 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 20,350 $235K 0.2% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,283 $234K 0.09% -127 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,194 $233K 0.01% -116 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 20,136 $232K 0.14% -180 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 20,093 $232K 0.22% +252 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 20,077 $232K 0.02% -154 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,053 $231K 0.01% -453 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 19,922 $230K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,890 $230K 0.01% -99 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,838 $229K 0.01% -366 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 19,790 $228K 0.05% -2,477 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 19,749 $228K 0.02% -933 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,593 $226K 0.01% +381 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,585 $226K 0.02% -272 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 19,520 $225K 0.06% +7,966 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 19,463 $225K 0.08% +1,211 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 19,458 $225K 0.04% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 18,452 $224K <0.01% +1,497 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 19,315 $223K 0.02% new 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 19,253 $222K 0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,233 $222K 0.01% +5,633 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,826 $221K 0.01% -2,000 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 19,027 $220K 0.01% +2,336 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 19,027 $220K 0.11% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 19,019 $219K 0.02% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,918 $218K 0.01% -1,134 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,977 $218K 0.01% +1,076 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 18,789 $217K 0.09% -1,447 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,777 $217K 0.04% +347 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,766 $217K 0.04% +123 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 18,751 $216K 0.02% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,742 $216K 0.04% +6 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,730 $216K 0.02% -669 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 18,718 $216K 0.12% +447 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,714 $216K 0.01% +511 13F-HR/A Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 18,641 $215K 0.02% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 18,556 $214K 0.2% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 19,535 $214K 0.06% -1,868 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 18,506 $214K 0.65% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,455 $213K <0.01% +1,354 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18,234 $213K 0.01% +1,930 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,420 $213K 0.06% +1,300 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 18,338 $212K 0.12% +607 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 18,301 $211K 0.22% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,288 $211K 0.02% +200 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,327 $211K 0.01% +675 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 18,280 $211K 0.02% -3,422 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 18,255 $211K 0.06% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,156 $210K 0.07% +66 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $208K 0.12% -18,050 13F-HR Timeline Amount filed as zero, left out of ratios. Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,017 $208K 0.05% -475 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 17,993 $208K 0.01% -2,360 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,943 $207K 0.01% -7,257 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,853 $206K <0.01% +471 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $206K 0.06% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 17,779 $205K 0.02% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,692 $204K <0.01% +27 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 17,687 $204K 0.04% +91 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,685 $204K 0.01% -9,498 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 18,103 $203K <0.01% new 13F-HR Timeline Group