Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,517 $715K 0.05% -132 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,512 $715K 0.02% -214 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 6,479 $711K 0.34% +1,633 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,446 $708K 0.05% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,425 $705K 0.14% +1,275 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,408 $703K 0.01% +44 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,406 $703K 0.01% new 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,360 $698K 0.02% -1,110 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,350 $697K 0.18% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,349 $697K 0.02% -20,967 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,342 $696K 0.02% -205 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,317 $693K 0.04% -799 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 6,300 $692K 0.16% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,285 $690K 0.04% -1,285 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,281 $690K 0.07% -1,048 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,263 $688K 0.01% -91 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,270 $688K 0.05% +13 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,256 $687K 0.07% +3,157 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,243 $685K 0.18% +515 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 6,231 $684K <0.01% -2,796 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,108 $678K 0.01% +74 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,179 $678K <0.01% -7,838 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,178 $678K 0.14% +446 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,169 $677K 0.07% +3,479 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 6,160 $676K 0.04% +855 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,155 $676K 0.01% +373 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,127 $673K +1,222 Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,124 $672K +1,875 Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,112 $671K 0.42% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,109 $671K 0.02% -2 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,104 $670K 0.06% +24 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,104 $670K 0.23% +358 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 6,005 $667K 0.29% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,035 $663K 0.08% +1,318 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,027 $662K 0.06% +22 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,021 $661K <0.01% -250 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,020 $661K 0.03% +193 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,006 $660K 0.1% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 6,001 $659K 0.04% -341 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,000 $659K <0.01% -2,139 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,992 $658K 0.03% +418 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,989 $657K 0.22% +101 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,963 $655K 0.42% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,892 $654K 0.02% -671 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,892 $647K 0.16% +159 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,875 $645K 0.12% +380 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,805 $645K 0.12% +5 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,846 $642K 0.05% -1,002 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,837 $641K 0.05% -1,010 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,835 $641K 0.02% +129 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,774 $640K 0.01% +3,583 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,719 $635K 0.01% -1 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 5,775 $634K 0.49% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,770 $633K 0.05% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,649 $620K 0.01% -46 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,603 $615K 0.03% +31 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,601 $615K <0.01% +98 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,584 $613K 0.03% -567 13F-HR/A Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,545 $609K 0.02% -480 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,527 $607K 0.43% +662 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,509 $605K 0.01% +904 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,497 $603K 0.04% -100 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,491 $603K 0.02% +839 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,451 $598K 0.04% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,444 $598K 0.06% +1,799 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,432 $596K 0.08% +2,971 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,338 $593K 0.03% +203 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,390 $592K 0.09% -28 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,338 $586K 0.01% -319 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,334 $586K 0.1% -66 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,319 $584K 0.05% +142 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,308 $583K 0.29% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,290 $581K 0.01% +1,502 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,221 $573K 0.01% -1,039 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,207 $573K 0.06% -621 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,207 $572K 0.02% +266 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,204 $571K 0.03% -561 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,203 $571K 0.01% +65 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 5,218 $570K 0.37% -4,834 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,069 $570K 0.02% +2,841 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,180 $569K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,170 $568K 0.03% -3,300 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,148 $566K 0.03% +500 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,147 $565K 0.03% +935 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,129 $563K 0.07% +480 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,053 $561K 0.1% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,108 $561K <0.01% +3,625 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,099 $560K 0.07% +2,119 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,063 $556K 0.02% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,045 $554K 0.36% +411 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,024 $551K 0.03% -250 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,053 $550K 0.18% -325 13F-HR Timeline TIMUCUAN ASSET MANAGEMENT INC/FL More: the full row for TIMUCUAN ASSET MANAGEMENT INC/FL 5,000 $549K 0.02% 0 13F-HR Timeline TIG Advisors, LLC in group TIG Advisors, LLC More: the full row for TIG Advisors, LLC 5,000 $549K 0.03% new 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,991 $548K <0.01% -4,255 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,988 $548K 0.02% -1,818 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,897 $544K 0.02% -398 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,937 $542K 0.02% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,931 $541K 0.21% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,929 $541K 0.01% -379 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,912 $539K 0.16% +238 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,911 $539K 0.08% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,869 $534K 0.13% -501 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,860 $533K 0.03% -114 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 4,860 $533K 0.04% +956 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,848 $532K 0.13% +200 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,837 $531K 0.02% +100 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,834 $531K 0.02% +499 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,826 $530K 0.01% -4 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 4,750 $527K 0.1% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,802 $527K 0.26% -934 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,797 $527K 0.11% -70 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,787 $525K 0.1% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,782 $525K 0.47% +308 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,780 $525K 0.07% +295 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,765 $523K 0.12% -477 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,759 $522K 0.01% -742 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,732 $519K 0.08% -889 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,722 $519K 0.02% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,703 $516K 0.15% -866 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,635 $515K 0.11% +391 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,695 $515K 0.11% +102 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,642 $510K 0.04% -12 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,641 $509K 0.17% -363 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,637 $509K 0.01% -51 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,627 $508K 0.16% -600 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,626 $508K 0.16% -47 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,621 $507K <0.01% -1,934 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,614 $506K 0.01% +1,126 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,608 $506K 0.01% +476 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,590 $504K 0.01% -1,244 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,580 $503K 0.02% +916 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,579 $503K 0.03% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,552 $500K 0.03% -1,449 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,538 $498K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,533 $498K 0.01% +1,221 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,524 $497K 0.02% +361 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,515 $496K 0.02% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,501 $494K 0.07% -1,775 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,492 $493K 0.04% +505 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,475 $491K 0.07% -8 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,469 $491K <0.01% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,434 $487K 0.14% -19 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,420 $485K 0.05% +2 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,419 $485K 0.08% +837 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 4,416 $485K 0.44% +1,337 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,413 $484K 0.01% -71 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,396 $483K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,388 $482K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,383 $481K 0.02% -243 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,381 $481K 0.13% +930 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,364 $479K 0.01% -124 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,335 $476K 0.03% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,321 $474K 0.01% +651 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,308 $473K 0.02% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,290 $471K 0.04% -100 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,263 $468K 0.04% -1,457 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,262 $468K 0.04% +476 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,179 $463K 0.11% -193 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,210 $462K 0.28% +19 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,200 $461K 0.16% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,180 $459K 0.09% +604 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,173 $458K 0.04% -356 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,152 $456K 0.31% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,099 $455K 0.01% +4 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,131 $453K 0.03% -114 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,129 $453K 0.03% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,126 $453K 0.17% +414 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,117 $452K 0.01% -456 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,100 $450K 0.02% -40 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,099 $450K 0.19% -92 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,096 $450K 0.1% -150 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,086 $449K 0.05% +241 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,073 $448K 0.01% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,078 $448K 0.01% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,078 $448K 0.02% +1,646 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,065 $446K 0.04% -37 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,062 $446K 0.02% -2,827 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,037 $443K 0.28% -2,565 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 4,004 $440K 0.26% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,000 $439K 0.01% -2,900 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,994 $438K 0.05% -1,683 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,975 $436K 0.02% +49 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,953 $434K 0.04% -65 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,951 $434K 0.09% -239 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,914 $430K 0.02% +452 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,912 $429K <0.01% -45 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,887 $427K 0.3% -49 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,885 $426K 0.26% +641 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,884 $426K 0.18% -484 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,873 $425K 0.14% -12 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,848 $422K 0.11% -938 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,842 $422K 0.03% -16 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,834 $421K 0.01% -1,194 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,833 $421K 0.01% +484 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,828 $420K 0.03% -148 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,826 $420K 0.01% -271 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,820 $419K 0.22% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,800 $417K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,800 $417K 0.02% +68 13F-HR Timeline