Clifford Group, LLC More: the full row for Clifford Group, LLC 34,733 $798K 0.75% -177 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 34,295 $788K 0.08% -4,327 13F-HR Timeline CROBAN More: the full row for CROBAN 34,289 $788K 0.73% +3,404 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 34,065 $783K 0.04% -3,881 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33,971 $781K 0.01% +109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,735 $775K 0.01% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 33,362 $767K 0.46% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 33,132 $762K 0.06% +187 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 33,065 $760K 0.02% +815 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 32,876 $756K 0.43% +4,528 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 32,782 $753K 0.03% -1,630 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 31,643 $727K 0.15% -1,661 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,029 $713K 0.01% +4,863 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,041 $708K 0.04% -2,112 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 30,603 $703K 0.01% +3,551 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 30,411 $699K 0.07% +1,587 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 30,310 $697K 0.11% +70 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 29,614 $681K 0.14% +5,520 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29,306 $674K 0.02% +5,404 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 29,162 $670K 0.09% -8,149 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 28,746 $661K 0.02% +5,385 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 28,904 $658K 0.08% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 28,563 $657K 0.42% +2,192 13F-HR/A Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 27,382 $629K 0.21% -273,015 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,325 $628K 0.1% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 27,239 $626K 0.01% -6,500 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 27,119 $623K 0.04% +1,290 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27,191 $623K 0.27% +3,510 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 26,594 $611K 0.03% +898 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,556 $610K 0.02% +535 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 26,437 $608K 0.25% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 26,634 $608K 0.26% +2,181 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 26,391 $606K 0.29% +40 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26,145 $601K 0.19% +2,452 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 25,929 $596K 0.46% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 25,898 $595K 0.74% -427 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 25,858 $594K 0.03% +8,522 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25,496 $586K 0.77% +5,610 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 25,446 $585K 0.06% -4,801 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 25,412 $584K <0.01% -1,867 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 25,398 $584K 0.13% -541 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 25,341 $582K 0.07% +8,625 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 25,269 $581K 0.4% +1,790 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 25,121 $577K 0.33% -2,440 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 25,102 $577K <0.01% +328 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 24,923 $573K 0.2% -59,021 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 24,857 $571K 0.2% +447 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,780 $570K 0.05% -54,017 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 24,756 $569K 0.13% +14,485 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 24,537 $564K 0.41% -13,446 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,362 $560K <0.01% -3,035 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 24,090 $554K 0.49% -58,268 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,054 $553K 0.04% -1,010 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,984 $551K <0.01% -6,753 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 23,962 $551K 0.02% -8,086 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 23,889 $549K 0.45% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 23,714 $545K 0.45% -273 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 23,530 $541K 0.26% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 23,455 $539K 0.09% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 23,338 $536K 0.16% +966 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 23,090 $531K 0.02% -434 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 22,958 $528K 0.36% -1,538 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,953 $528K 0.01% 0 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 22,896 $526K 0.01% -773 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 22,866 $526K 0.09% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 22,850 $525K 0.14% -15,962 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 22,741 $523K 0.04% +6,645 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 22,629 $520K 0.16% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 22,474 $517K 0.04% -556 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 22,217 $511K 0.39% +2,029 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,203 $510K 0.01% +12 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,102 $508K 0.1% +1,487 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 21,538 $495K 0.21% +115 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,378 $491K 0.02% +457 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,247 $488K 0.02% -7,364 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 21,204 $487K 0.02% -1,537,569 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 20,937 $481K 0.05% +11,958 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,748 $477K 0.01% +508 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,455 $470K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,267 $466K 0.09% -558 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 20,208 $464K 0.05% -3,401 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,100 $462K 0.05% +878 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 20,021 $460K 0.25% +7,355 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,020 $460K 0.02% -3,050 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,765 $454K 0.06% -232 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 19,725 $453K 0.12% -4,915 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,647 $452K 0.03% -3,552 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,255 $443K 0.03% +3,317 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 19,135 $440K 0.13% -2,809 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 19,064 $438K 0.1% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,862 $434K 0.02% +2,209 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,814 $432K 0.22% -7,967 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,728 $430K 0.12% +654 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,683 $429K 0.03% -2,120 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 18,659 $429K 0.01% new 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 18,371 $422K 0.1% +259 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,309 $421K 0.13% +2 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 18,216 $419K 0.01% +1,264 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,077 $416K <0.01% +137 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,940 $412K 0.33% -485 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 17,710 $407K +2,000 Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17,608 $405K 0.03% -692 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 17,556 $404K 0.13% +3,573 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 17,539 $403K 0.05% +1,654 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 17,445 $401K 0.36% -4,320 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 17,415 $400K 0.18% +2,999 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,125 $394K <0.01% -12,782 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 17,080 $393K 0.01% -1,547 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 17,042 $392K 0.08% +60 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 17,004 $391K 0.39% -13,472 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,991 $391K <0.01% +33 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 16,974 $390K <0.01% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16,630 $382K 0.17% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,478 $379K 0.03% -46,666 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,321 $375K 0.09% -700 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,319 $375K 0.02% new 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 16,271 $374K 0.03% +612 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,084 $370K 0.04% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 15,992 $368K 0.14% +1,330 13F-HR Timeline City State Bank More: the full row for City State Bank 15,891 $365K 0.12% +500 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,859 $365K 0.05% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,844 $364K 0.1% -1,915 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,662 $360K 0.11% -97 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,637 $359K 0.05% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,616 $359K 0.02% -114,871 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,431 $355K 0.04% +3,980 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,401 $354K 0.05% -850 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 15,395 $354K 0.19% -1,575 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,252 $351K 0.01% -50 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 15,206 $350K 0.1% -4,297 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,182 $349K 0.03% -1,299 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 15,054 $346K 0.19% -409 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 15,029 $345K 0.1% -108 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 14,916 $343K 0.13% +2,735 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,627 $336K 0.01% +735 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,524 $334K 0.01% +152 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 14,454 $332K 0.05% -18 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,385 $331K 0.09% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,350 $330K <0.01% -13,900 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 14,301 $329K 0.05% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,297 $329K 0.04% +16 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13,957 $321K 0.01% -586,600 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,838 $318K 0.04% +663 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,771 $317K 0.03% +2,857 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 13,868 $316K 0.17% -1,860 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,645 $314K 0.06% +166 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 13,598 $313K 0.05% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 13,574 $312K 0.16% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,535 $311K 0.06% -181 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,448 $309K 0.1% -51 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 13,306 $306K <0.01% +638 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,289 $305K 0.13% +1,368 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,267 $305K 0.02% -6,014 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,213 $304K 0.01% +765 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,122 $302K 0.22% -282 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,031 $300K <0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,027 $299K 0.03% -1,584 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,912 $297K 0.14% +803 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,703 $292K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,623 $290K 0.03% +1,492 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,586 $289K 0.14% +1 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 12,579 $289K 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,515 $288K <0.01% -12,546 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,468 $287K 0.04% -304 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,304 $283K 0.03% +3,026 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,085 $278K 0.02% +769 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,017 $276K 0.01% -10,996 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,938 $274K 0.01% -993 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,917 $274K 0.18% +293 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,898 $273K 0.02% -383 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,841 $272K 0.18% +1,811 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,814 $272K 0.13% +765 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 11,791 $271K 0.01% +1,500 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,706 $269K 0.02% -2,865 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 11,651 $268K 0.09% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,604 $267K +7,720 Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 11,600 $267K 0.17% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,380 $262K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,299 $260K 0.04% +7,995 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,249 $259K <0.01% -7,020 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,227 $258K 0.1% -5,562 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 11,203 $258K 0.02% +461 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,169 $257K 0.02% -186 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 11,163 $257K 0.12% +1,449 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,144 $256K <0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,121 $256K 0.01% -3,688 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,888 $250K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10,769 $245K 0.11% -50,789 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 10,584 $243K 0.14% +1,856 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,542 $242K <0.01% +1,362 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,507 $242K 0.21% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,494 $241K <0.01% -11,850 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,465 $241K 0.01% -393,222 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,407 $239K 0.04% -1,953 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,285 $236K 0.03% -4,977 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,248 $236K <0.01% -312 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 10,175 $234K 0.04% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,941 $228K 0.07% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,889 $227K 0.01% -482 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 9,871 $227K 0.06% -3,353 13F-HR Timeline Group