SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,584 $611K 0.02% 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 9,581 $611K 0.22% -851 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 9,564 $610K 0.32% +1,120 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,520 $607K 0.03% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,433 $602K 0.06% +4,903 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,385 $598K 0.03% -111 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,374 $598K -324 Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 9,362 $597K 0.02% -4 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,354 $597K 0.3% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,355 $597K 0.09% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,341 $596K 0.02% +1,287 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,329 $595K 0.09% +4,559 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9,326 $595K 0.08% -4,003 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,700 $595K <0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,299 $593K 0.01% +4,217 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,299 $593K 0.22% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,271 $591K 0.04% -16,065 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,249 $590K 0.08% +462 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,243 $589K 0.08% -685 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 9,184 $586K 0.02% +5,495 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,172 $585K 0.11% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,163 $584K 0.37% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,155 $584K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,155 $584K 0.04% -3,010 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,152 $584K 0.02% +3,695 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 9,141 $583K 0.17% -354 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,122 $582K 0.28% +3 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,112 $581K 0.02% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,963 $581K 0.23% -374 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,103 $580K 0.02% +743 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 9,050 $577K 0.08% +2,748 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,046 $577K 0.04% -212 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,036 $576K 0.01% +827 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,028 $576K 0.07% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,007 $574K 0.02% +235 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,981 $573K 0.02% -486 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,955 $571K 0.07% -1,370 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,913 $569K 0.01% +499 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,909 $568K 0.09% +249 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,864 $565K 0.12% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,832 $563K 0.01% +2,729 13F-HR/A Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,831 $563K 0.22% 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 8,818 $562K 0.1% -15 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,807 $562K 0.01% -300 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,782 $560K <0.01% -679 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,764 $559K 0.02% +371 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,620 $550K 0.31% +24 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 8,582 $547K 0.2% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,584 $547K 0.39% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,577 $547K 0.51% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,543 $545K 0.06% -972 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,531 $544K 0.21% +7,295 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 8,475 $540K 0.09% new 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8,464 $540K 0.25% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,052 $539K 0.04% -710 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,435 $538K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,431 $538K 0.05% -125 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,398 $536K 0.04% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,388 $535K 0.03% -2,400 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,369 $534K 0.07% +1 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,366 $534K 0.05% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 8,374 $532K 0.02% 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,335 $532K 0.21% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,335 $532K 0.49% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,308 $530K 0.05% -66 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 8,278 $528K 0.18% -13,736 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 8,273 $528K 0.37% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,269 $527K 0.19% -1,857 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 8,268 $527K 0.09% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,260 $527K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,208 $523K 0.12% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,196 $523K 0.07% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,189 $522K 0.03% -1,052 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,179 $522K 0.18% -720 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 8,158 $520K 0.17% +968 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,145 $519K 0.41% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,140 $519K 0.06% -2,100 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,125 $518K 0.26% -14,600 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,094 $516K 0.26% -200 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,092 $516K 0.02% -39 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,091 $516K 0.06% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,006 $511K 0.02% +1,080 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 8,000 $510K 0.27% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,966 $508K 0.2% +13 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,957 $507K 0.04% -125 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,897 $504K 0.01% -300 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,886 $503K 0.01% +145 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 7,866 $502K 0.03% -250 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,860 $501K 0.02% +928 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 7,856 $501K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,763 $495K 0.01% -87 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,751 $494K 0.24% -3,910 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,748 $494K 0.07% -96 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,746 $494K 0.39% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,726 $493K 0.09% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,723 $492K 0.03% +298 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. 7,718 $492K 0.01% -110 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 7,670 $489K 0.1% -335 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,666 $489K 0.17% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,650 $488K 0.11% -1,322 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,636 $487K -1,654 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,622 $486K 0.02% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,149 $485K 0.18% -147 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,608 $485K 0.05% +4,588 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,607 $485K 0.13% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,601 $485K <0.01% -202 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,561 $482K 0.08% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 7,540 $481K 0.4% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,512 $479K 0.06% +41 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,506 $479K 0.02% +308 13F-HR/A Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,491 $478K 0.22% +235 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,484 $477K 0.01% +299 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,979 $474K 0.09% -60 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,416 $473K 0.31% +122 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,413 $473K 0.38% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,409 $472K 0.05% -51 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,403 $472K 0.08% -75 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,398 $472K 0.03% -14 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,366 $470K 0.14% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 7,330 $467K 0.34% +38 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,292 $465K 0.02% -215 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,287 $465K 0.16% +71 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,247 $462K 0.06% +6,799 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,234 $461K 0.02% +229 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,204 $459K 0.06% -30 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,197 $459K 0.02% +165 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,125 $454K 0.02% -1,603 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,123 $454K 0.02% +64 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,074 $451K 0.01% -103 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,062 $451K 0.02% +5 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 7,066 $451K 0.11% +941 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,062 $450K 0.01% +760 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,043 $449K 0.22% -276 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,034 $449K 0.03% -36 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,987 $446K 0.25% +2,638 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,981 $445K 0.24% -505 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,979 $445K 0.07% -192 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,964 $444K 0.11% -52 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 6,932 $442K 0.06% +3,185 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,267 $439K 0.25% +308 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,872 $438K 0.01% -242 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,869 $438K 0.05% +665 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,860 $437K 0.03% +55 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,827 $435K 0.3% +1 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,809 $434K 0.01% +104 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 6,800 $434K 0.96% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,780 $432K 0.3% -350 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,800 $432K 0.07% new 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,769 $432K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,748 $430K 0.02% -214 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,137 $429K 0.14% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,715 $428K 0.12% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,697 $427K 0.03% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,696 $427K 0.03% +9 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,685 $426K 0.05% -973 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,680 $426K 0.01% +44 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,668 $425K 0.01% +172 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,664 $425K 0.07% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,661 $425K 0.02% +312 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,659 $425K 0.02% -1,848 13F-HR/A Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 6,640 $423K 0.11% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,632 $423K 0.18% -5,117 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,597 $421K 0.03% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,590 $420K 0.04% -1,083 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,560 $418K 0.32% +20 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,520 $416K 0.19% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,491 $414K 0.11% +5 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,442 $411K 0.01% +39 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,440 $411K 0.07% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,438 $411K 0.03% -314 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,435 $410K 0.32% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,433 $410K 0.04% -458 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,319 $403K 0.01% -501 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,302 $402K 0.02% -506 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,294 $401K 0.24% -407 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,258 $399K 0.09% +1,333 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,254 $399K 0.1% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,251 $399K 0.1% -271 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,232 $397K 0.01% -198 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,225 $397K 0.04% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,181 $394K 0.01% -139 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 6,155 $393K 0.03% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 6,149 $392K 0.12% 0 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 6,111 $390K 0.37% 0 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 6,100 $389K 0.01% -14 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,438 $386K 0.17% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,043 $385K 0.14% +299 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,000 $383K 0.32% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,000 $383K 0.04% -6,040 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,989 $382K 0.03% new 13F-HR/A Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,981 $381K 0.23% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5,980 $381K 0.06% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,970 $381K 0.1% -176 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,968 $381K 0.23% -48 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,953 $380K 0.01% -1,709 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,922 $378K 0.03% -1,090 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,934 $377K 0.03% -444,517 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,908 $377K 0.12% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,899 $376K 0.01% +58 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,869 $374K 0.42% +1,086 13F-HR Timeline