Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,309 $544K 0.03% +27 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,200 $536K 0.02% +1,200 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,170 $534K 0.04% +1,095 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,162 $534K 0.01% +153 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,158 $533K 0.07% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,148 $533K 0.13% +230 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,133 $531K 0.01% +1,072 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,131 $531K 0.07% +3,326 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,113 $530K 0.01% +15 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,098 $529K 0.09% +262 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,930 $516K 0.18% -630 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,929 $516K 0.01% +625 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,838 $509K 0.04% -18,567 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,836 $509K 0.06% +664 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,824 $508K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,752 $507K 0.04% +1,828 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 6,748 $503K 0.31% +16 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,735 $502K 0.01% -2,244 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,725 $501K 0.08% +257 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,650 $495K 0.01% +935 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,624 $493K 0.01% -483 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,605 $492K 0.05% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,586 $491K 0.16% +1,012 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,533 $487K 0.16% +1 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,527 $486K 0.12% -183 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,515 $485K 0.02% -6 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,511 $485K 0.17% +70 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,505 $485K 0.02% +1,302 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,495 $484K 0.16% -712 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,492 $484K 0.1% -205 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 6,572 $483K 0.02% -108,156 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,392 $476K 0.07% -237 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,387 $476K 0.05% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,380 $475K 0.38% +730 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,376 $475K 0.01% +822 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,359 $474K 0.17% +675 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,337 $472K 0.09% +15 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,320 $471K 0.06% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,317 $471K 0.13% -15,683 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,879 $467K 0.19% +124 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,268 $467K 0.19% -553 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,247 $465K 0.06% +362 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,215 $463K 0.02% +2,022 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,212 $463K 0.04% +563 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,127 $456K 0.21% +3,561 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,223 $453K 0.08% -6,925 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,031 $449K 0.08% -233 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,977 $445K 0.01% -910 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,960 $444K <0.01% -1,441 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,933 $442K 0.07% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,916 $441K 0.01% new 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 5,910 $440K 0.17% new 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,908 $440K 0.11% +59 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,887 $439K 0.27% +6 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,868 $437K 0.05% +173 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,844 $435K 0.08% +1,013 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,830 $434K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,818 $433K 0.03% +233 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,817 $433K 0.07% -1,624 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,816 $433K 0.25% +31 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,768 $430K 0.06% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,755 $429K 0.12% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,710 $425K 0.02% -1,053 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,710 $425K 0.02% +404 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,700 $425K 0.02% -35 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,684 $423K 0.27% -1,756 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,676 $423K <0.01% -1,594 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,547 $420K 0.04% +21 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,624 $419K 0.09% +50 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,614 $418K 0.03% +1,128 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,610 $418K 0.05% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,600 $417K 0.21% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,593 $417K 0.04% -163,868 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,590 $416K 0.08% -1,000 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,545 $413K 0.02% +2,088 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,543 $413K 0.14% -499 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,536 $412K 0.09% -9 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,530 $412K 0.06% -450 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,525 $412K -140 Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,519 $411K 0.06% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,506 $410K 0.06% -862 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,504 $410K 0.07% -717 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,502 $410K 0.26% +155 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,435 $405K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,406 $403K 0.01% +295 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,362 $399K 0.02% +53 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,811 $393K 0.12% -2,684 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,273 $393K 0.04% -101 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,263 $392K 0.19% +2,527 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,250 $391K <0.01% +467 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,243 $391K 0.05% +835 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,238 $390K 0.07% -345 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,208 $388K 0.01% +1,104 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,208 $388K 0.01% +62 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,201 $388K 0.01% -242 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,201 $387K 0.03% -600 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,200 $387K 0.31% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,195 $387K <0.01% +2,580 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,179 $386K 0.08% +206 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,175 $386K 0.01% +152 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,169 $385K 0.02% +1,179 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,167 $385K 0.16% -914 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,146 $383K 0.09% +241 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,125 $382K 0.06% -130 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,097 $380K <0.01% 0 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,089 $379K <0.01% -1,682 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,073 $378K 0.02% -5,248 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,040 $375K 0.02% -828 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,030 $375K 0.21% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,025 $374K 0.04% +1,461 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,022 $374K 0.36% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,010 $373K 0.03% -1,292 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 5,000 $372K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,000 $372K 0.28% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,995 $372K 0.15% -50 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,986 $371K 0.03% -24 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,948 $369K 0.01% -408 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,948 $369K 0.02% +573 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,940 $368K 0.11% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,937 $368K <0.01% -6,685 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,907 $366K 0.02% -4 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,902 $365K 0.03% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,900 $365K 0.02% -1,504 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,892 $364K 0.01% -840 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,881 $364K 0.03% +185 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,878 $363K 0.04% -194 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,868 $363K 0.13% +715 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,868 $363K 0.04% -24 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,858 $362K 0.08% +384 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 4,850 $361K 0.36% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,856 $361K 0.05% +1,075 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,809 $358K 0.09% -33 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,800 $358K 0.08% +500 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,796 $357K 0.02% -235 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,791 $357K 0.16% +409 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,790 $357K 0.03% -354 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,781 $356K 0.03% +241 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,750 $354K 0.05% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,740 $353K 0.03% -123 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,726 $352K 0.01% +1,611 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,711 $351K 0.02% +525 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,700 $350K 0.06% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,700 $350K 1.07% -1,586 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,696 $350K 0.01% +954 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,685 $349K <0.01% -1,020 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,676 $348K 0.01% +336 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,402 $347K 0.01% +257 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,644 $346K 0.04% +74 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,638 $346K 0.01% +36 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,636 $345K 0.03% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,630 $345K 0.08% -376 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,588 $342K 0.02% +50 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,515 $336K 0.07% -637 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,510 $336K 0.24% -2,300 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,502 $335K 0.02% -800 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,480 $334K 0.15% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,474 $333K 0.03% +1,374 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,291 $331K 0.19% +4,125 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,431 $330K 0.02% +654 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,420 $329K 0.16% 0 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 4,408 $328K 0.32% -1,235 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,348 $324K 0.01% -864 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,338 $323K 0.02% +20 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,337 $323K 0.13% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,159 $319K 0.01% -208 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,225 $315K 0.16% -100 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,218 $314K 0.09% +371 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,212 $314K 0.02% -25 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,208 $313K 0.02% +212 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,204 $313K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,189 $312K 0.01% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,158 $310K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,147 $309K 0.01% +745 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,135 $308K 0.02% +39 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,125 $307K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,100 $305K 0.03% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,073 $303K 0.08% +2,332 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,053 $302K 0.08% +10 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,050 $302K 0.02% +25 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,037 $301K 0.12% -1,086 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,027 $300K 0.07% +265 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,028 $300K 0.02% -77 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,014 $299K 0.06% -268 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,006 $298K 0.07% -1,518 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,998 $298K 0.02% -1,667 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,993 $298K 0.02% -146 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,993 $297K 0.07% +1 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,975 $296K 0.05% +144 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,967 $296K 0.01% -435 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,966 $295K 0.03% -44 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,940 $294K <0.01% -76 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,923 $292K 0.01% +424 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,918 $292K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,891 $290K 0.01% -204 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,895 $290K 0.05% +1,069 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,887 $290K 0.01% +96 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,875 $289K 0.18% 0 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,874 $289K 0.08% -168 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,870 $288K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,868 $288K 0.02% -91 13F-HR Timeline