Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 607,553 $37.9M 4.18% +25,562 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 570,652 $36.3M 0.07% -226,192 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 575,803 $35.9M 2.69% +38,085 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 568,423 $35.4M 1.12% +19,104 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 559,481 $34.9M 11.74% +2,372 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 552,968 $34.5M 0.84% +345 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 552,630 $34.4M 0.51% +23,041 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 524,730 $34.4M 0.19% -40,494 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 549,213 $34.2M 0.03% -502,461 13F-HR Timeline Group BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 547,686 $34.1M 1.03% -4,176 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 542,261 $33.8M 5.9% -1,174 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 536,902 $33.7M 0.06% -12,605 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 539,800 $33.6M 2.69% -7,415 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 538,361 $33.5M 0.06% +73,443 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 535,717 $33.4M 0.48% -218,073 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 532,081 $33.2M 0.76% -21,007 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 526,668 $32.8M 1.57% -37,949 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 520,629 $32.4M 7.38% -2,116 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 516,440 $32.2M 0.66% -8,488 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 514,328 $32M 0.47% -41,834 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 511,638 $31.9M 0.27% -2,146 13F-HR Timeline Group Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 511,041 $31.8M 1.63% +12,950 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 500,088 $31.2M 0.41% +469,566 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 491,543 $30.6M 2.39% -3,116 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 490,828 $30.6M 0.55% +1,951 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 483,050 $30.1M 0.24% +12,087 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 482,468 $30.1M 0.29% +13,702 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 481,465 $30M 16.48% -2,132 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 481,432 $30M 3.73% +5,459 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 480,745 $30M 6.73% -72,864 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 480,558 $29.9M 0.59% -1,401 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 479,644 $29.9M 5.3% +11,718 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 475,989 $29.7M 1.89% -5,193 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 473,005 $29.5M 1.86% -11,742 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 472,000 $29.4M 1.93% +26,368 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 469,107 $29.2M 8.25% +13,982 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 468,825 $29.2M 9.87% +2,474 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 465,811 $29M 2.38% +4,267 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 462,764 $28.8M +191 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 447,544 $28.8M 0.71% -24,957 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 461,167 $28.7M 0.23% +9,568 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 460,003 $28.7M 1.98% +127,463 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 454,506 $28.3M 3.44% -5,856 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 453,662 $28.3M 0.22% +159,554 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 449,749 $28M 1.09% +46,278 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 445,322 $27.7M 0.63% +435,257 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 436,948 $27.2M 7.63% -2,010 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 436,861 $27.2M 0.16% +64,996 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 436,716 $27.2M 1.99% +6,234 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 427,922 $26.7M 2.98% +1,423 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 426,471 $26.6M 4.62% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 426,375 $26.6M 0.76% +41,944 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 422,457 $26.3M 0.16% +55,032 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 420,162 $26.2M 0.17% -14,268 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 416,171 $25.9M 0.48% +2,720 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 412,932 $25.7M 0.14% +261,414 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 412,320 $25.7M 0.66% +77,163 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 411,757 $25.7M 7.24% +10,569 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 410,781 $25.6M 4.81% +13,708 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 409,432 $25.5M 0.69% -40,687 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 405,381 $25.3M 0.16% +251,613 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 404,268 $25.2M 10.23% -15,024 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 404,167 $25.2M 8.49% -1,682 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 400,332 $24.9M 1.96% -1,187 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 399,307 $24.9M 4.22% +8,865 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 399,204 $24.9M 1.42% +10,704 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 397,662 $24.8M 3.6% +7,103 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 396,889 $24.7M 15.24% +1,747 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 396,872 $24.7M 3.14% -53,570 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 396,783 $24.7M 0.27% -16,726 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 393,736 $24.5M 7.67% +523 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 393,124 $24.5M 2.6% -25,849 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 391,634 $24.4M 0.28% +5,002 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 391,412 $24.4M 4.7% -304 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 389,200 $24.2M 8.71% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 389,098 $24.2M 11.74% +596 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 387,708 $24.2M 0.68% -26,955 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 387,431 $24.1M 2.25% +200,600 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 381,267 $23.8M 3.47% +18,229 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 378,925 $23.6M 0.74% +7,534 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 376,263 $23.4M 0.47% -23,853 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 369,037 $23M 7.57% +14,091 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 362,276 $22.6M 6.73% -8,350 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 362,276 $22.6M 6.73% +356,701 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 360,850 $22.5M 0.92% +5,892 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 360,288 $22.4M 4.67% -1,131 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 360,087 $22.4M 1.55% +11,406 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 358,860 $22.4M 7.53% +5,460 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 343,541 $22.2M 1.05% -69,176 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 353,268 $22M 1.13% -2,843 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 342,514 $21.9M 6.24% +15,703 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 350,230 $21.8M 9.76% +9,355 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 348,987 $21.7M 0.41% +4,581 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 348,276 $21.7M 4.6% -29,156 13F-HR Timeline PFM Health Sciences, LP More: the full row for PFM Health Sciences, LP 347,637 $21.7M 1.65% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 346,397 $21.6M 9.48% 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 345,623 $21.5M 8.16% -2,735 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 344,450 $21.5M 2.51% +58,045 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horan Securities, Inc. More: the full row for Horan Securities, Inc. 342,560 $21.3M 8.1% +22,932 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 342,276 $21.3M 0.11% -9,301 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 339,468 $21.2M 1.97% +11,894 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 338,369 $21.1M 1% +96,277 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 336,644 $21M 0.48% -38,580 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 330,740 $20.6M 0.72% 0 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 329,925 $20.6M 2.92% +6,741 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 326,764 $20.6M 4.27% +50,125 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 313,937 $20.5M 0.13% -39,450 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 327,160 $20.4M 10.83% -9,115 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 324,759 $20.2M 0.94% +86,816 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 321,150 $20M 0.8% +300,900 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 320,194 $20M 6.18% +19,953 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 320,099 $19.9M 7.51% +21,675 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 318,608 $19.9M 1.78% +17,380 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 318,105 $19.8M 2.91% +4,097 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 317,369 $19.8M 0.27% +253,457 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 315,275 $19.6M 2.71% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 315,052 $19.6M 0.73% +16,978 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 313,285 $19.5M 0.95% +66,710 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 313,103 $19.5M 0.16% -12,444 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 312,247 $19.5M 1.8% -5,943 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 310,522 $19.3M 0.73% -28,377 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 309,710 $19.3M 6.63% +5,669 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 309,054 $19.3M 7.5% -6,232 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 309,134 $19.2M 0.03% +2,331 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 305,213 $19M 0.39% -30,179 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 304,374 $19M 4.32% +5,248 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 303,954 $18.9M 1.38% +4,001 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 301,094 $18.8M 0.04% +190,412 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 298,547 $18.6M +12,231 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 297,312 $18.5M 0.13% +27,611 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 296,194 $18.5M 3.87% -804 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 295,567 $18.4M 0.39% -27,055 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 295,507 $18.4M 0.8% -178,243 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 295,358 $18.4M 3.99% -4,393 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 294,978 $18.4M 2.64% -309 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 294,657 $18.4M 0.02% +179,008 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 294,630 $18.4M 6.18% +685 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 294,565 $18.4M 4.59% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 292,620 $18.2M 1.44% +3,236 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 291,493 $18.2M 0.89% -2,472 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 291,038 $18.1M 0.9% -1,006 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 291,062 $18.1M 9.15% -455 13F-HR/A Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 291,034 $18.1M 2.06% +13,522 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 290,777 $18.1M 5.6% -3,278 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 289,661 $18M 0.6% +24,131 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 289,241 $18M 5.28% +1,121 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 289,196 $18M 2.08% +43,130 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 288,068 $17.9M 1.78% +17,298 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 286,401 $17.8M 1.01% +36,755 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 284,283 $17.7M 2.15% +272,859 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 284,197 $17.7M 3.5% +124,922 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 284,112 $17.7M 1.23% +6,702 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 281,353 $17.5M 3.48% +34,813 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 280,174 $17.5M 1.63% -157 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 277,768 $17.3M 10.16% +2,521 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 277,597 $17.3M 6.67% +213,063 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 277,387 $17.3M 1.06% +10,217 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 272,933 $17M 10.01% +1,035 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 268,790 $16.7M 5.86% +5,163 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 268,608 $16.7M 2.14% +16,343 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 266,971 $16.6M 3.68% +6,332 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 266,786 $16.6M 3.71% -21,036 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 264,850 $16.5M 1.59% +5,105 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 252,952 $16.3M 3.99% +16,365 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 260,201 $16.2M 1.26% +39,411 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 258,006 $16.1M 0.2% +82,045 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 245,780 $16M 2.52% -9,815 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 256,194 $16M 4.14% +7,885 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 254,957 $15.9M 10.18% -4,816 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 252,912 $15.8M 1.97% -199 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 252,836 $15.8M 0.9% -704 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 252,158 $15.7M 5.18% +340 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 251,918 $15.7M 2.79% -476 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 250,000 $15.6M 2.8% +1,046 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 249,959 $15.6M 4.27% +2,323 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 249,524 $15.5M 1.59% +4,008 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 248,400 $15.5M 2% -87,100 13F-HR Timeline Tower Wealth Partners, Inc. 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