Summit Financial, LLC More: the full row for Summit Financial, LLC 8,393 $390K 0.01% -1,431 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,381 $390K 0.01% -761 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,379 $390K <0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,370 $389K 0.03% -535 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 8,362 $389K 0.35% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,332 $387K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,331 $387K 0.01% -845 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,318 $387K 0.02% -1,088 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,307 $386K 0.03% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,250 $384K 0.03% -3,018 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,234 $383K 0.01% -141 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,224 $382K 0.01% +76 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 8,200 $381K 0.07% -2,330 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 8,162 $380K 0.08% -109 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,145 $379K 0.16% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,113 $377K 0.28% -1,911 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,107 $377K 0.86% -46,793 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,092 $376K 0.01% -630 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,044 $374K 0.04% +1,470 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,041 $374K 0.08% +102 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 8,032 $373K 0.29% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,018 $373K 0.18% -773 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 8,000 $372K 0.23% -1,500 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 8,000 $372K 0.19% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,993 $372K <0.01% -499,847 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,989 $371K 0.09% +3,533 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,962 $370K 0.04% -486 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,962 $370K 0.02% +1,392 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 7,951 $370K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,906 $368K 0.04% new 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,906 $368K 0.01% +2,840 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,884 $367K 0.01% -73 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,861 $366K 0.02% +584 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,859 $365K 0.02% -393 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,849 $365K 0.05% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,808 $363K 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,788 $362K 0.02% -259 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,768 $361K 0.02% +777 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,670 $358K 0.02% -8,271 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,679 $357K 0.04% -1,705 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 7,662 $356K 0.14% -750 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,604 $354K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,587 $353K 0.01% -787 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,577 $352K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,510 $349K 0.02% -415 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,480 $348K 0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,371 $343K 0.01% -2,083 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,368 $343K 0.06% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,334 $341K <0.01% +727 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,302 $340K <0.01% -36 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,293 $339K 0.01% +2,530 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,284 $339K 0.01% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,258 $337K 0.05% -2,913 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,251 $337K 0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,213 $335K 0.02% +1,727 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,211 $335K 0.04% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,203 $335K 0.01% +1,096 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,203 $335K 0.01% -6,576 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,200 $335K 0.15% -200 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,200 $335K 0.27% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,164 $333K 0.14% -1,266 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,132 $332K 0.11% -334 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,119 $331K 0.15% -400 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,119 $331K 0.01% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,105 $330K 0.22% -200 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,100 $330K 0.01% -14 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,100 $330K 0.03% +3,067 13F-HR Timeline BAYBAN More: the full row for BAYBAN 7,098 $330K 0.29% 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 7,098 $330K 0.18% +71 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 7,090 $330K 0.08% +1,545 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,069 $329K 0.16% -425 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,051 $328K <0.01% +841 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,005 $326K 0.21% -175 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,989 $325K 0.17% 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 6,958 $324K 0.09% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,958 $324K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,920 $322K 0.01% -90 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,914 $322K 0.06% +277 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,900 $321K 0.11% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 6,900 $321K 0.11% -600 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,889 $320K 0.02% -2,139 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,879 $320K 0.01% +247 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,872 $320K <0.01% -2,378 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,852 $319K 0.1% -2,036 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,846 $318K 0.01% -6,060 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,838 $318K 0.05% new 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,837 $318K 0.01% -98,453 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,825 $317K 0.01% -1,657 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,791 $316K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,748 $314K 0.01% -93 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,743 $314K 0.06% new 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,737 $313K <0.01% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,715 $312K 0.07% 0 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,707 $312K 0.16% -79 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 6,704 $312K 0.33% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,677 $310K 0.01% -357 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,637 $309K 0.16% -931 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,610 $307K 0.16% -199 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,586 $306K 0.01% -2,830 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,567 $305K 0.02% -4,976 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,538 $304K 0.13% -300 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 6,514 $303K 0.01% -850 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,503 $302K 0.01% -35,283 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,496 $302K 0.02% +21 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,495 $302K 0.14% new 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,482 $301K 0.05% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,475 $301K 0.17% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 6,472 $301K 0.01% +75 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,447 $300K <0.01% -2,753 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,443 $300K 0.08% -2,346 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,435 $299K 0.2% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,414 $298K 0.02% +3,784 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,405 $298K 0.01% -378 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,400 $298K 0.02% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 6,394 $297K 0.03% -5,563 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,379 $297K 0.01% +963 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,373 $296K 0.1% -799 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,334 $295K 0.11% -307 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,987 $294K 0.03% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,332 $294K 0.06% -2,415 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,293 $293K 0.16% -8,623 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,667 $292K <0.01% -1,686 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,263 $291K 0.02% +97 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,238 $290K 0.01% -22 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,220 $289K 0.08% -872 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,200 $288K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,186 $288K 0.12% +770 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,175 $287K 0.17% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,173 $287K 0.16% -1,500 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,163 $287K 0.02% -2,100 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,129 $285K 0.01% -194 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,116 $284K 0.02% -3,460 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,102 $284K 0.02% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,100 $284K 0.04% -175 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,089 $283K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,073 $282K 0.02% -1,841 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 6,051 $281K 0.06% -2,117 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,048 $281K 0.03% -1,420 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,032 $280K 0.04% +2,032 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,014 $280K 0.01% -4,225 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,012 $280K 0.14% -1,044 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,000 $279K 0.2% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,981 $278K 0.13% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,952 $277K 0.15% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,925 $275K 0.02% -299 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,901 $274K 0.01% -435 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,872 $273K 0.01% +167 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,871 $273K 0.2% -976 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,846 $272K 0.08% 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,845 $272K <0.01% +1,799 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,837 $271K 0.01% +4 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,836 $271K 0.01% +952 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,806 $270K 0.01% +487 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 5,786 $268K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,745 $267K 0.11% +163 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,745 $267K 0.01% -2,270 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,741 $267K 0.05% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,727 $266K 0.02% +908 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,717 $266K 0.05% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,698 $265K 0.06% -200 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,157 $264K 0.03% +779 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,681 $264K 0.06% +728 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,633 $262K 0.06% +14 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 5,608 $261K 0.18% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,583 $260K 0.04% -910 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,562 $259K 0.04% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,535 $257K 0.04% +935 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,524 $257K 0.05% -593 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,503 $256K 0.04% +52 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $256K 0.1% -259 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,478 $255K 0.02% +45 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,432 $253K 0.07% -5,069 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,406 $251K 0.12% -50 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 5,400 $251K 0.03% -1,500 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,379 $250K 0.03% +569 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,374 $250K 0.06% -4,060 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,360 $249K 0.06% +250 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,357 $249K 0.01% -285 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,350 $249K 0.08% -150 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,346 $249K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,346 $249K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,330 $248K 0.02% 0 13F-HR Timeline Group J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 5,323 $248K 0.1% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,308 $247K 0.01% -695 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,308 $247K 0.05% -2,762 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,295 $246K 0.16% +162 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,297 $246K 0.04% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,278 $245K 0.03% -37 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,259 $245K 0.08% -1,774 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,253 $244K 0.07% -181 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,210 $242K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,206 $242K 0.01% -248 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,198 $242K 0.02% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,177 $241K 0.14% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,158 $240K 0.16% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,158 $240K 0.04% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,142 $239K <0.01% -685 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,130 $239K <0.01% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 5,139 $239K 0.07% +4,860 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,828 $238K 0.06% -751 13F-HR Timeline