CERTUITY, LLC More: the full row for CERTUITY, LLC 3,789 $400K 0.04% -121 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,783 $400K 0.02% -220 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,778 $399K <0.01% +911 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,768 $398K 0.17% -2,286 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,765 $398K 0.01% -58 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,757 $397K 0.04% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,748 $396K 0.13% -67 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,728 $394K 0.19% -340 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,713 $392K 0.04% +1,184 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,697 $391K 0.06% +15 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,691 $390K 0.11% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,687 $389K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,679 $389K 0.03% -346 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,675 $388K 0.01% -187 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,622 $383K 0.03% +413 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,621 $382K <0.01% -2,055 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,611 $381K 0.02% -382 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,606 $381K 0.17% +2,918 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,600 $380K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,588 $379K 0.03% +85 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,584 $379K 0.06% -122 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,577 $378K 0.26% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,543 $374K 0.02% -3,573 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,539 $374K 0.05% +695 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,532 $373K 0.24% -150 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,531 $373K 0.02% -247 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,522 $372K 0.01% +259 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,516 $371K 0.28% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,506 $370K 0.02% -2,858 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,501 $370K 0.31% -1,182 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,501 $370K 0.17% +29 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,500 $370K 0.14% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,495 $369K 0.05% +1,475 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,481 $368K 0.37% -139 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,471 $367K 0.03% +128 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,468 $366K 0.13% 0 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,464 $366K 0.04% -5 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,464 $366K 0.02% +386 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,443 $364K 0.09% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,440 $363K 0.59% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,399 $359K 0.01% -94 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,383 $357K 0.02% 0 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 3,364 $356K <0.01% new 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,359 $355K 0.07% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,352 $354K 0.06% -8 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,346 $353K 0.01% +832 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,341 $353K 0.03% +65 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,340 $353K 0.51% -3,874 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,329 $352K 0.11% -280 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,331 $352K 0.03% +268 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,329 $352K 0.01% +150 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,315 $351K 0.16% -257 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,319 $351K 0.05% -335 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,314 $350K 0.04% +51 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,304 $349K 0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,278 $346K 0.03% -50 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,254 $344K 0.33% +235 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,250 $343K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,216 $342K 0.15% +185 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,215 $340K 0.01% +155 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,208 $339K 0.02% -345 13F-HR/A Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,207 $339K 0.01% +303 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,204 $338K 0.04% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,196 $338K 0.11% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,188 $337K 0.11% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,181 $336K 0.01% -147 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,181 $336K 0.06% -507 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,176 $335K 0.02% +241 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,153 $333K 0.01% +240 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,130 $331K 0.08% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,127 $330K 0.22% +95 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,117 $329K 0.04% +106 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,115 $329K 0.16% 0 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,113 $329K 0.04% -712 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,110 $328K 0.01% -981 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,103 $328K <0.01% +86 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,093 $327K 0.02% +414 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for CENTAURUS FINANCIAL, INC. 3,079 $325K 0.02% +244 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,060 $323K 0.01% 0 13F-HR/A Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,053 $322K 0.01% +152 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,049 $322K 0.02% -429 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,023 $319K 0.02% +3 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,013 $318K 0.09% +257 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,008 $318K 0.01% +167 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,002 $317K 0.08% +258 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,001 $314K 0.03% +130 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,972 $314K <0.01% +117 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,953 $312K 0.05% +151 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,908 $307K 0.02% -884 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,900 $306K 0.01% -5,900 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,895 $306K 0.01% +43 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,892 $305K 0.03% -379 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,884 $305K <0.01% -81 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,883 $305K 0.14% -266 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,908 $304K 0.13% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,867 $303K 0.18% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,863 $302K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,834 $299K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,827 $299K 0.01% +1 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,826 $298K 0.01% -258 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,820 $298K 0.01% +123 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,819 $298K 0.02% -176 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,816 $297K 0.09% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,810 $297K 0.1% +905 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,793 $295K 0.05% +1,069 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,779 $294K 0.01% -201 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,757 $291K 0.04% -198 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,743 $290K 0.03% -815 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,740 $289K 0.05% -544 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,726 $288K 0.06% -66 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,721 $287K 0.16% -826 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,707 $286K 0.17% -20 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,697 $285K 0.06% +107 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,683 $284K 0.08% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,689 $284K 0.07% -12,233 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,688 $284K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,687 $284K 0.01% -772 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,685 $284K 0.13% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,680 $283K 0.21% -166 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,663 $281K 0.02% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,341 $280K 0.04% new 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,597 $275K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,606 $275K 0.03% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,601 $275K 0.04% -113 13F-HR/A Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,594 $274K 0.21% +25 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,588 $273K 0.13% +12 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,575 $273K 0.01% -54 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,583 $273K 0.02% -42 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,583 $273K 0.05% -235 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,565 $271K 0.03% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,560 $270K 0.06% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,556 $270K 0.07% -119 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,544 $269K 0.01% -381 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,536 $268K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,536 $268K 0.04% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,535 $268K 0.31% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,527 $267K 0.11% -3,410 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,510 $265K 0.17% -46 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,507 $265K 0.04% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,487 $263K 0.05% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,485 $262K 0.07% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,461 $260K <0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,444 $259K <0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,450 $259K 0.01% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,439 $258K 0.02% -355 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,439 $258K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,435 $257K 0.04% +11 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,430 $257K 0.12% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,428 $256K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,428 $256K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,411 $256K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,237 $256K 0.02% -1 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,402 $254K 0.02% -1,617 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 2,401 $254K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,402 $253K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,389 $252K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,385 $252K 0.05% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,370 $250K <0.01% -1,528 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,369 $250K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,348 $249K 0.05% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,354 $249K 0.01% -454 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,350 $248K 0.2% 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,347 $248K 0.02% +347 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,345 $248K 0.04% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,335 $247K 0.05% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,320 $245K <0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,314 $244K 0.15% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,310 $244K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,310 $244K 0.02% +459 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,300 $243K 0.06% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,288 $242K 0.06% -228 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,287 $242K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,279 $241K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,275 $240K <0.01% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,248 $237K 0.15% -259 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,237 $236K 0.09% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,226 $235K 0.13% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,213 $235K 0.01% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,217 $234K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,204 $233K 0.03% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,197 $232K 0.08% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,195 $232K 0.04% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,189 $231K 0.02% -77 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,186 $231K 0.04% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,177 $230K 0.03% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,175 $230K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,167 $230K 0.14% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,220 $229K 0.02% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,165 $229K 0.04% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,160 $228K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,153 $227K 0.02% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,146 $227K 0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,141 $226K 0.1% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,138 $226K 0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,131 $225K <0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,130 $225K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,129 $225K 0.11% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,127 $225K 0.23% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,119 $224K 0.05% new 13F-HR Timeline