SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,962 $1.26M 0.19% -100 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,991 $1.25M 0.01% -1,559 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,990 $1.25M 0.04% +432 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,005 $1.24M 0.01% -112 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 3,947 $1.24M 0.77% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,956 $1.24M 0.1% +207 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,946 $1.24M 0.01% -15,189 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,943 $1.24M 0.04% -21 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,938 $1.23M +63 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,932 $1.23M 0.02% +599 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.23M 0.29% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,927 $1.23M 0.14% -21,033 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 3,926 $1.23M 0.28% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,924 $1.23M 0.07% +58 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,916 $1.23M 1.1% -559 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,890 $1.23M 0.23% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,907 $1.22M 0.1% +36 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,884 $1.22M 0.03% +843 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,840 $1.2M 0.1% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,834 $1.2M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,790 $1.19M 0.29% -67 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,787 $1.19M 0.21% +426 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,768 $1.18M 0.07% -2 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,754 $1.18M 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,641 $1.17M 0.01% +87 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,285 $1.17M 0.03% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,725 $1.17M 0.39% -274 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,725 $1.17M 0.3% +717 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,725 $1.17M 0.26% +191 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,690 $1.16M 0.68% -156 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,662 $1.15M 0.22% 0 13F-HR/A Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,660 $1.15M 0.77% -300 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,619 $1.13M 0.07% +1 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,594 $1.13M 0.36% -306 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,590 $1.12M 0.01% +485 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,589 $1.12M 0.31% +1,082 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,575 $1.12M 0.06% +738 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,572 $1.12M 0.09% -1,433 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,550 $1.11M 0.21% -517 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,545 $1.11M 0.07% +420 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,526 $1.1M 0.47% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,524 $1.1M 0.22% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,516 $1.1M 0.08% +60 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,487 $1.09M 0.33% -275 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,475 $1.09M 0.39% -4 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,475 $1.09M 0.05% -14 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,471 $1.09M 0.02% -142 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,469 $1.09M 0.1% -7 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,457 $1.08M 0.32% +380 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 3,456 $1.08M 0.43% +279 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,453 $1.08M 0.49% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,448 $1.08M 0.03% +290 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,442 $1.08M 0.74% -66 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,441 $1.08M 0.11% -61 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,438 $1.08M 0.04% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,430 $1.07M 0.02% -475 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,422 $1.07M 0.01% +968 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,407 $1.07M 0.05% -257 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,390 $1.06M 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,358 $1.06M 0.1% -302 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,372 $1.06M 0.11% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,362 $1.05M 0.3% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,342 $1.05M 0.15% -200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,337 $1.04M 0.03% -1,503 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,336 $1.04M 0.04% +27 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,327 $1.04M 0.08% -150 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,322 $1.04M +11 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,307 $1.04M 0.01% -494 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,300 $1.03M 0.56% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,297 $1.03M 0.1% +422 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,280 $1.03M 0.24% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,289 $1.03M <0.01% +1,323 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 3,283 $1.03M +326 Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,280 $1.03M 0.39% -102 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,275 $1.03M 0.26% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,258 $1.02M 0.03% -186 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,255 $1.02M 0.47% +3,243 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,242 $1.02M 0.09% +475 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,210 $1.01M 0.36% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,189 $999K 0.08% +9 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,187 $998K 0.48% -473 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,185 $997K 0.06% +11 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,136 $986K 0.04% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,130 $980K 0.03% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,126 $979K 0.13% +10 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,125 $978K 0.1% +1,923 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 347,079 $976K 0.06% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,110 $974K 0.32% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,089 $967K 0.08% -75 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,085 $966K 0.1% -50 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,067 $960K 0.39% -50 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,064 $959K <0.01% -740 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,037 $951K 0.01% +1,973 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,025 $947K 0.1% +141 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,020 $946K 0.13% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,017 $945K 0.05% -200 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,005 $941K 0.05% +155 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $939K 0.44% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,997 $939K 0.01% -121 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,993 $937K 0.22% -45 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,992 $937K 0.14% -351 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,007 $936K 0.05% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,962 $927K 0.65% +281 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,944 $922K 0.05% +1 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,942 $921K 0.03% +930 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,940 $921K 0.3% -500 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,939 $920K 0.58% -100 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,938 $920K 0.26% +1,644 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,929 $917K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,908 $911K 0.02% -50 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,907 $910K 0.52% +1 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,903 $909K 0.38% -125 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,896 $907K 0.25% -9,078 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,882 $903K 0.05% +70 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,877 $901K 0.01% -139 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,877 $901K 0.08% -32,466 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,866 $897K 0.03% -135 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,859 $895K 0.02% +685 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,855 $894K 0.75% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,837 $888K 0.22% -55 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,829 $886K 0.05% +28 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,824 $884K 0.41% -1,627 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,816 $884K 0.04% +59 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,810 $880K 0.03% +1,068 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,800 $877K 0.35% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,784 $872K 0.01% +479 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,782 $871K 0.26% +94 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,781 $871K 0.27% -14 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 2,660 $867K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,767 $866K 0.02% 0 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,765 $866K 0.01% +298 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,756 $863K 0.04% +100 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,755 $863K 0.04% -364 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,745 $860K 0.09% +277 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,742 $859K 0.09% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,740 $858K 0.01% +23 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,736 $857K 0.21% 0 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,729 $855K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,721 $852K 0.02% +143 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,719 $851K 0.03% -71,621 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,718 $851K 0.26% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,703 $846K 0.53% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,700 $845K 0.02% +859 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,698 $845K 0.22% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,693 $843K 0.1% +90 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,690 $842K 0.31% -69 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,653 $831K 0.2% new 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 2,650 $830K 0.29% -3,312 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,629 $823K 0.01% +907 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,612 $818K 0.44% +6 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,605 $816K 0.36% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,600 $814K 0.56% -613 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,599 $814K 0.02% -20 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,575 $806K 0.01% -24 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,571 $805K 0.01% +23 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,568 $804K 0.04% -92 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,557 $801K 0.02% -11,899 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,548 $798K 0.08% +69 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,537 $794K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,532 $793K 0.08% -29 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,528 $792K 0.59% -584 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,523 $790K 0.05% -15,803 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,522 $790K 0.07% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,515 $788K 0.09% -105 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,503 $784K 0.02% +200 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,500 $783K 0.31% +1,000 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,485 $778K 0.05% -8 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,472 $774K 0.62% -471 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,468 $773K 0.19% -226 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,466 $772K 0.02% +330 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,464 $772K 0.04% -177 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,460 $770K 0.07% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,457 $769K 0.22% -907 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,459 $764K 0.01% -52 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,436 $763K 0.01% -101 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,426 $760K <0.01% new 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 2,422 $758K 0.5% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,410 $755K 0.2% +16 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,401 $752K 0.01% +983 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,389 $751K 0.36% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,380 $745K 0.03% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,375 $744K 0.04% -136 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,372 $743K 0.26% +62 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,367 $741K 0.01% -225 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 2,350 $736K 0.48% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,342 $733K 0.17% -362 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,300 $720K 0.27% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,295 $719K 0.01% new 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,293 $718K 0.06% -29 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,290 $717K 0.13% -745 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,288 $716K 0.02% -428 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,285 $716K 0.01% +571 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,264 $712K 0.04% +30 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,255 $706K 0.39% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,235 $700K 0.65% -16 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,222 $696K 0.07% +10 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,217 $694K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,197 $688K 0.03% +814 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,189 $686K 0.01% +144 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,182 $683K 0.26% +8 13F-HR Timeline