Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 11,110 $600K 0.5% +3,594 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,103 $599K 0.05% +2,421 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 11,092 $599K 0.23% +4,054 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,811 $597K 0.34% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,035 $596K 0.2% -47,859 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,032 $595K 0.16% new 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 10,992 $593K 0.52% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,952 $591K 0.13% +938 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 10,940 $590K 0.06% +240 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,915 $589K 0.29% +40 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,884 $587K 0.05% -55 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10,855 $586K 0.08% -55 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 10,840 $585K 0.18% -2,750 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,830 $584K 0.06% -915 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 11,269 $582K 0.36% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 19,400 $582K 0.35% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,775 $582K 0.1% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,755 $580K 0.31% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,739 $580K 0.02% +1,063 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 10,695 $577K 0.58% +2,556 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 10,681 $576K 0.3% +55 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,565 $570K 0.06% +1,256 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,495 $566K 0.11% +1,922 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,484 $566K 0.05% +271 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,435 $563K 0.06% +324 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,429 $563K 0.07% -307 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10,401 $561K 0.12% +458 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,287 $558K 0.55% -244 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,285 $555K 0.32% +3,690 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 10,263 $554K 0.31% -2,228 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 10,261 $554K 0.2% +174 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 10,213 $551K 0.26% +296 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,104 $545K 0.01% -251 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,096 $545K 0.16% +2,368 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 10,033 $541K 0.1% -250 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 10,024 $541K 0.03% -700 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 10,002 $540K 0.28% +1,493 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,989 $539K 0.35% +1,524 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,984 $539K 0.05% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,045 $538K +18 Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 9,939 $536K 0.19% +777 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,822 $532K 0.16% -514 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 9,857 $532K 0.23% new 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 9,824 $530K 0.26% +164 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,783 $528K 0.19% -468 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,753 $526K 0.62% -108 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,703 $525K 0.06% +139 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 9,666 $522K 0.31% +3,059 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 9,579 $517K 0.18% +17 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,544 $515K 0.1% +634 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,524 $514K 0.04% +100 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 9,510 $513K 0.11% +88 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 9,482 $512K 0.36% -115 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 9,472 $511K 0.28% +3,085 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,435 $509K 0.06% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,394 $507K 0.05% -1,777 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,713 $506K 0.12% +23 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 9,373 $506K 0.21% +2 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,370 $506K 0.17% +301 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,353 $505K 0.23% -2,086 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 9,312 $503K 0.54% -2,503 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,293 $502K 0.14% +1,433 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,300 $501K 0.24% -249 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,281 $501K 0.01% -378 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,269 $500K 0.37% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,227 $498K 0.02% +904 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,225 $498K 0.05% new 13F-HR/A Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,198 $496K 0.29% +432 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,194 $496K 0.03% +99 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 9,189 $496K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,105 $491K 0.01% +404 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,100 $491K 0.27% -690 13F-HR Timeline American Trust More: the full row for American Trust 9,070 $490K 0.12% -21,190 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,050 $488K 0.07% +835 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 10,226 $488K 0.23% -3,519 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 9,338 $487K 0.21% -1,633 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,018 $487K 0.06% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,993 $485K 0.09% -5,313 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,953 $483K 0.07% +934 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,923 $482K 0.11% +1,863 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 8,901 $480K 0.61% +316 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,184 $480K 0.09% +18 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,861 $478K 0.16% +49 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,859 $478K 0.06% -1,465 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,832 $477K 0.09% -204 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 8,825 $476K 0.49% -82 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 8,773 $473K 0.09% +17 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 8,712 $470K 0.16% new 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 8,692 $469K 0.41% +17 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,680 $468K 0.14% +2,927 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,673 $468K 0.05% -175 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,668 $468K 0.07% +2,972 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,650 $467K 0.09% -1,629 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 8,647 $467K 0.22% -83 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,632 $466K 0.14% -17 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,628 $466K 0.13% +4,121 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,629 $466K 0.03% +604 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,551 $461K 0.11% +3,846 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,515 $460K 0.1% +2,915 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8,503 $459K 0.4% +3,687 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,471 $457K 0.2% +193 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,450 $456K 0.12% +1,085 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 8,431 $455K 0.39% -652 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 8,416 $454K 0.07% +574 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,403 $454K 0.03% -20 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,351 $451K 0.04% +2,852 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,327 $449K 0.02% +322 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,323 $449K 0.11% -1,385 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,323 $449K 0.05% +1,609 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,309 $447K 0.19% +3,755 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 8,189 $442K 0.41% +707 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,169 $441K 0.06% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,162 $441K 0.04% -3,982 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,162 $441K 0.29% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,126 $439K 0.07% -521 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,121 $438K 0.12% +45 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,082 $436K 0.14% +3,883 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,079 $436K 0.19% -136 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 8,068 $435K 0.04% +2,622 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,061 $435K 0.13% +2,380 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,011 $432K 0.05% +2,683 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,007 $432K 0.17% -181,450 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,002 $432K 0.1% +293 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,965 $430K 0.02% +532 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,881 $425K 0.03% -1,188 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,878 $425K 0.24% +210 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,870 $425K 0.15% new 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,459 $424K 0.07% -39 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,835 $423K 0.19% +1,618 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,819 $422K 0.01% -21,370 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,799 $421K 0.62% -1 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,765 $419K 0.06% -399 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,752 $418K 0.07% +2,356 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,742 $418K <0.01% +3,856 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 7,738 $418K 0.2% +140 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,693 $415K 0.16% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,673 $414K 0.11% 0 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 7,292 $414K 0.28% +189 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,987 $412K 0.22% -2,631 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,622 $411K 0.34% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,609 $411K 0.05% -1,376 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,541 $407K 0.05% -6,663 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15,052 $406K 0.29% +7,524 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,463 $403K 0.05% -909 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,444 $402K +1,532 Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,449 $402K 0.21% +376 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,441 $402K 0.14% -9,555 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,434 $401K 0.25% -198 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,421 $401K 0.02% -257 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,416 $400K 0.06% +1,436 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,411 $400K 0.08% +467 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,653 $400K 0.05% +265 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,391 $399K 0.31% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,385 $399K 0.03% +1,110 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,382 $398K 0.02% -983 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,364 $397K 0.06% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,356 $397K 0.2% +400 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,347 $397K 0.31% +1,449 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 7,344 $396K 0.23% +604 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,334 $396K 0.06% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,328 $395K 0.11% -132,202 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,321 $395K 0.19% +1,181 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 7,105 $395K 0.11% +3,134 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,274 $393K 0.04% -306 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,094 $392K 0.18% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,230 $390K 0.11% -682 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 7,224 $390K 0.26% +599 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,214 $389K 0.34% -10,624 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,197 $388K 0.03% +13 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,170 $387K 0.05% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 7,149 $386K 0.04% +206 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 7,954 $386K 0.07% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,143 $385K 0.02% -854 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,118 $384K 0.26% +2,286 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 7,108 $384K 0.13% -31,242 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,083 $382K 0.19% -607 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,071 $382K 0.01% +1,417 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,031 $379K 0.05% -181 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,030 $379K 0.01% -1,127 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,021 $379K 0.01% +1,452 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,968 $376K 0.02% +448 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,964 $376K 0.22% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,922 $374K 0.31% -158 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,892 $372K 0.26% +2,755 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,892 $372K 0.02% +336 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 6,873 $371K 0.12% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,869 $371K 0.25% -123 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,810 $368K 0.01% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,792 $367K 0.07% -220 13F-HR/A Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 6,768 $365K 0.13% -16 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 6,758 $365K 0.14% +892 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 6,756 $365K 0.2% +1,038 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 6,752 $364K 0.37% +201 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,733 $363K 0.01% -72,263 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 6,727 $363K 0.15% +755 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,725 $363K 0.26% +2,715 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,714 $362K 0.33% -191 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,686 $361K 0.03% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,933 $360K 0.05% +142 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,655 $359K 0.23% +834 13F-HR Timeline