Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,500 $237K 0.07% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 5,486 $237K 0.01% new 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,472 $236K 0.06% -95 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 5,451 $235K 0.23% +196 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,423 $234K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,398 $233K 0.01% +79 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,378 $232K 0.01% -714 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,351 $231K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,234 $226K <0.01% +1,075 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,210 $225K 0.01% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,182 $224K 0.09% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,121 $221K 0.01% -942 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,104 $220K 0.01% -8,140 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,087 $220K 0.11% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,002 $216K 0.05% -441 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,985 $215K 0.04% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,979 $215K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,920 $214K 0.01% -341 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,568 $214K 0.06% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,940 $213K 0.07% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,928 $213K 0.03% -3,479 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,928 $213K 0.05% new 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 4,900 $211K 0.03% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,894 $211K 0.05% +235 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,885 $211K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,882 $211K <0.01% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,832 $209K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,810 $208K new Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,770 $206K 0.01% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,759 $205K 0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,730 $204K 0.2% -980 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,679 $204K <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,689 $202K 0.02% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,660 $201K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,638 $200K 0.05% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,524 $195K <0.01% -2,044 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,406 $192K 0.01% +3,224 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4,374 $189K <0.01% +384 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,289 $185K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,134 $178K <0.01% +3,383 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,893 $168K 0.08% 0 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,871 $167K 0.04% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,740 $161K <0.01% +120 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,548 $153K 0.07% -235 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,534 $153K 0.01% +379 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,323 $143K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,009 $130K <0.01% -131 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,904 $125K <0.01% -2,792 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,887 $125K <0.01% +1,617 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,863 $124K 0.02% -64 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,854 $123K <0.01% +393 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,848 $123K 0.04% +8 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,828 $122K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,800 $121K 0.04% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,722 $117K 0.02% +1,641 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,720 $117K 0.03% +1,888 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,692 $116K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,623 $113K <0.01% -600 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,596 $112K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,575 $111K 0.06% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,528 $110K 0.01% -2,093 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,445 $107K <0.01% +35 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,422 $105K 0.07% +125 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,348 $102K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,359 $102K 0.02% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,323 $100K 0.02% -177 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,295 $99.1K <0.01% -204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,270 $98K <0.01% -1,792 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,138 $92.3K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,126 $91.8K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,057 $88.8K <0.01% +464 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,020 $87K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,950 $84.2K <0.01% -148 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,955 $84K 0.01% +40 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,825 $78.8K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,811 $78.2K <0.01% +783 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,696 $74K <0.01% +84 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,699 $73K 0.01% -1,007 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,668 $72K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,656 $71.5K 0.01% +74 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,650 $71.2K 0.01% -170 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,600 $69.7K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,595 $69K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,561 $67.4K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,543 $67K <0.01% -39 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,508 $65.1K <0.01% 0 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 1,476 $63.7K 0.03% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,456 $62.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,449 $62.5K 0.01% +507 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,443 $62.3K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,420 $61.3K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,416 $61.1K 0.01% -111 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,376 $59.4K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,360 $58.7K 0.01% -764 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,350 $58.3K 0.01% +800 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,347 $58.1K 0.01% -360 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,336 $57.7K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,331 $57.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,308 $56.5K <0.01% +6 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,253 $54.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,252 $54K <0.01% -43 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,239 $54K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,192 $51K 0.01% -376 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,189 $51K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,144 $49.4K <0.01% -560 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,142 $49.3K 0.01% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,127 $48.7K 0.02% +5 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,053 $45.6K 0.03% +799 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 991 $45.1K 0.01% +492 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,032 $44.5K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 971 $41.9K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 960 $41.4K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 960 $41.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 952 $41.3K <0.01% +777 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 923 $40.2K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 927 $40K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 906 $39.1K <0.01% -6,464 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 889 $38.4K <0.01% +11 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 872 $37.6K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 865 $37.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 823 $35.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 822 $35.5K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 760 $34.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 800 $34.5K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 785 $33.9K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 776 $33K <0.01% -1,217 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 755 $32.6K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 740 $31.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 735 $31.7K <0.01% +275 13F-HR Timeline CNB Bank More: the full row for CNB Bank 728 $31.4K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 720 $31.1K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 719 $31K <0.01% +345 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 712 $30.7K 0.01% +605 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 740 $30.2K 0.02% +7 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 685 $30K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 691 $29.8K <0.01% -150 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 689 $29.7K 0.02% -66 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 684 $29.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 682 $29.4K <0.01% +12 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 675 $29.1K 0.01% -250 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 667 $28.8K <0.01% +330 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 640 $27.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 598 $27.2K 0.01% +38 13F-HR Timeline City State Bank More: the full row for City State Bank 606 $26.2K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 603 $26K <0.01% -51 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 600 $25.9K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 600 $25.9K 0.02% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 593 $25K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 575 $24.8K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 565 $24.4K <0.01% -280 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 560 $24.2K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 555 $24K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 549 $23.7K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 545 $23.5K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 530 $22.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 528 $22.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 525 $22.7K 0.01% +27 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 520 $22.4K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 518 $22.3K 0.01% +6 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 517 $22.3K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 517 $22.3K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 449 $22K 0.01% +10 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 508 $21.9K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 482 $20.8K 0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 472 $20.4K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 438 $18.9K 0.01% +34 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 420 $18.1K 0.01% -13 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 419 $18.1K 0.01% -48 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 416 $18K 0.01% +4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 414 $17.9K 0.01% +413 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 410 $17.7K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 404 $17.4K <0.01% -359 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 392 $16.9K 0.01% +109 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 384 $16.6K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 364 $15.7K <0.01% -895 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 352 $15.2K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 350 $15.1K <0.01% -86 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 307 $14.4K <0.01% +49 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 303 $13.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 300 $12.9K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $12.9K <0.01% -112 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $12.9K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 300 $12.9K 0.01% -11,220 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 293 $12.6K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 289 $12.5K 0.01% -110 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 283 $12.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 278 $12K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 277 $12K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 277 $12K <0.01% +131 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 272 $11.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 264 $11.4K <0.01% -61 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 264 $11.4K 0.01% -1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 254 $11K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 254 $11K 0.01% -101 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 252 $10.9K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 248 $10.7K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 247 $10.7K <0.01% +67 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 240 $10.4K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 240 $10.4K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 240 $10.4K <0.01% 0 13F-HR Timeline