CERTUITY, LLC More: the full row for CERTUITY, LLC 3,648 $401K 0.03% -141 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,648 $400K <0.01% -601 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,621 $398K 0.01% +1,301 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,620 $398K 0.04% +1,231 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,618 $398K 0.01% +403 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,600 $396K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,591 $395K 0.04% -122 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,577 $393K <0.01% -110 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,576 $393K 0.03% -3,545 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,563 $392K 0.05% -2,112 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,537 $389K 0.01% +73 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,510 $386K 0.14% +10 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 3,500 $385K -3,871 Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,468 $381K 0.12% 0 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,464 $381K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,456 $380K 0.02% -15 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,444 $379K 0.17% -57 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,426 $377K 0.01% +1,401 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,338 $375K 0.06% -21 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,401 $374K 0.03% +123 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,399 $374K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,398 $374K 0.05% +84 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,392 $373K 0.05% -192 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,383 $372K 0.04% +847 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,383 $372K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,379 $372K 0.03% +142 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,373 $371K 0.29% -128 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,366 $370K 0.03% +35 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,340 $367K 0.23% -237 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,443 $366K 0.08% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,329 $366K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,327 $366K 0.02% +151 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,300 $363K 0.06% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,299 $363K <0.01% -322 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,285 $361K 0.13% +69 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,259 $358K 0.03% -82 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,237 $356K 0.02% -294 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,204 $352K 0.04% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,196 $351K 0.11% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,193 $351K 0.01% +140 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,182 $350K 0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Trust Co More: the full row for Heritage Trust Co 3,181 $350K 0.04% -33,514 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,155 $347K 0.02% -433 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,152 $347K 0.19% -380 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,130 $344K 0.08% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,155 $344K <0.01% -1,211 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,112 $343K 0.15% -203 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,134 $343K 0.23% +7 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,115 $342K 0.16% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,087 $339K 0.03% +86 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,085 $339K 0.05% +132 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,084 $339K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,074 $338K +14 Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,072 $338K 0.3% -182 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,067 $337K 0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,948 $337K 0.1% -381 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,022 $332K 0.01% +196 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,015 $331K 0.02% -78 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,010 $331K 0.57% -430 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,008 $331K <0.01% +174 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,000 $330K <0.01% -5,730 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,994 $329K 0.02% -85 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,990 $329K 0.01% -217 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,979 $328K 0.05% -35,602 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,972 $327K <0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,947 $324K 0.01% +52 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,945 $324K 0.02% -104 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,936 $323K 0.24% -1,664 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,927 $322K 0.03% -752 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,921 $321K 0.09% +2,821 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,908 $320K 0.02% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,900 $319K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,901 $319K 0.01% -107 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,888 $318K 0.08% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,876 $316K 0.04% -241 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,871 $316K 0.01% +51 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,857 $314K 0.17% +150 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,853 $314K 0.06% +270 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,840 $312K 0.02% +21 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,840 $312K 0.03% -52 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,839 $312K 0.08% +945 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,837 $312K 0.01% -273 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,835 $312K <0.01% +374 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,833 $311K 0.01% -710 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,862 $311K 0.01% +35 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,816 $310K 0.09% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,776 $305K 0.04% +391 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,754 $303K 0.21% +160 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,742 $301K 0.03% +136 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,731 $300K 0.02% -292 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,724 $300K 0.02% +61 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,711 $298K 0.12% -172 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,683 $296K 0.07% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,688 $296K 0.02% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,685 $295K 0.13% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,683 $295K 0.29% +1,187 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,656 $294K 0.01% +206 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,672 $294K 0.04% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,666 $293K 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,664 $293K 0.01% +730 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,663 $293K 0.04% +62 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,646 $291K 0.26% -835 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,640 $290K 0.08% -373 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,637 $290K 0.04% -120 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,636 $290K 0.03% +326 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,617 $289K 0.01% +20 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,611 $288K 0.01% +167 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,607 $287K 0.08% +697 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,570 $283K 0.11% +43 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,564 $282K 0.03% -1 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,562 $282K 0.09% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,560 $281K 0.02% -648 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,560 $281K 0.06% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,555 $281K 0.1% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,550 $280K <0.01% -553 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,531 $279K 0.01% -44 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,529 $278K <0.01% +219 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,526 $278K 0.05% -200 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,524 $278K 0.07% -165 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,523 $277K 0.02% -60 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,513 $276K 0.16% +3 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 2,507 $276K <0.01% -161,803 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,491 $274K 0.07% -65 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,487 $273K 0.05% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,487 $273K 0.19% -1,029 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,467 $271K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,462 $271K 0.03% +258 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,213 $271K 0.02% -7 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,451 $269K 0.18% +101 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,435 $269K 0.02% +24 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,440 $268K 0.03% +5 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,440 $268K 0.1% +10 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,439 $268K 0.02% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,344 $266K 0.12% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,412 $265K 0.05% +10 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,408 $265K 0.01% -20 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,393 $263K 0.03% +216 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,389 $263K 0.02% +20 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,372 $261K 0.01% +472 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,367 $260K 0.05% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,366 $260K 0.03% -377 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,348 $259K 0.05% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,354 $259K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,350 $258K 0.05% +62 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,360 $258K 0.03% +19 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,335 $257K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,341 $257K 0.05% +265 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,317 $255K 0.15% +3 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,315 $255K <0.01% +40 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,300 $253K 0.05% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,289 $253K 0.01% +76 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,298 $253K 0.13% +50 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,293 $252K 0.03% -135 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,291 $252K <0.01% +4 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,286 $251K 0.01% +7 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,279 $251K 0.18% -401 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,269 $249K 0.06% +109 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,261 $249K 0.01% +44 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,258 $248K 0.01% -89 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,256 $248K 0.01% -146 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,231 $245K 0.01% 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,230 $245K 0.03% +100 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,229 $245K 0.11% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,212 $243K 0.02% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,196 $241K 0.08% -41 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,186 $241K 0.04% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,191 $241K <0.01% +2,175 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,189 $241K 0.02% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,180 $240K 0.09% +51 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,175 $239K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,167 $239K 0.13% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,171 $239K 0.02% +18 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,165 $238K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,157 $237K 0.01% -387 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,151 $237K 0.07% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,149 $236K 0.1% +8 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,136 $235K 0.12% -90 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,136 $235K 0.03% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,133 $235K 0.02% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,127 $234K 0.24% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,119 $233K 0.05% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,118 $233K <0.01% -13 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,110 $232K 0.04% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,102 $231K <0.01% +44 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,101 $231K 0.04% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,090 $230K 0.01% -1,521 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,085 $229K 0.04% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,082 $229K 0.2% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,081 $229K 0.37% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,079 $229K 0.02% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,076 $228K 0.01% +11 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,060 $226K 0.02% -8 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,139 $226K 0.02% -300 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,032 $223K 0.03% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,027 $223K 0.18% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,024 $223K 0.05% +7 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,024 $223K 0.73% -21,954 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,019 $222K 0.02% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,013 $221K 0.08% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,000 $220K 0.01% 0 13F-HR Timeline