Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 18,701 $17.2M 0.1% +7,282 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,699 $17.2M 0.64% -1,386 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 18,653 $17.2M 2.52% -720 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 18,645 $17.1M 1.43% +380 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,619 $17.1M -199 Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 18,572 $17.1M 4.32% -2,608 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 18,563 $17.1M 3.58% +126 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,475 $17M 0.68% -547 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,405 $16.9M 0.49% +331 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 18,380 $16.9M 6.54% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 18,320 $16.9M 1.56% -80 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,320 $16.9M 0.47% +1,260 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,274 $16.8M 0.35% +29 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,167 $16.7M 1.12% -5,855 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 18,137 $16.7M 0.6% +5,288 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 18,122 $16.7M 0.83% -1,582 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 18,109 $16.7M 2.14% -211 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 17,912 $16.7M 4.58% -2,569 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,062 $16.6M 0.45% +2,010 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 18,018 $16.6M 0.69% -1,060 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,968 $16.5M 0.87% +3,029 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,368 $16.5M 0.34% +334 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 17,892 $16.5M 4.23% +94 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 17,835 $16.4M 0.03% -109,173 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 17,618 $16.2M +3,682 Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 17,554 $16.1M 3.87% -386 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 17,545 $16.1M 0.96% -1,130 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 17,527 $16.1M 1.19% +9,887 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,474 $16.1M 0.4% +8,863 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 17,370 $16M 3.63% -44 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 17,359 $16M 8.45% -71 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,320 $15.9M 0.37% +3,032 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,302 $15.9M 0.55% -1,099 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,265 $15.9M 1.68% +446 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 17,239 $15.9M 3.6% -387 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,141 $15.8M 0.49% -262 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 17,119 $15.7M 0.16% -1,443 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 17,046 $15.7M 12.59% -1,667 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,014 $15.6M 0.5% +3,008 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 16,995 $15.6M 1.24% -1,527 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,487 $15.6M 1.09% -450 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 16,904 $15.5M 1.93% +13,075 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 16,878 $15.5M 1.49% -236 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 16,860 $15.5M 1.76% -1,342 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,523 $15.5M 0.48% -3,929 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 16,781 $15.4M 5.18% +2,600 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,050 $15.4M +3,402 Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 16,703 $15.4M 0.24% -11,276 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 16,519 $15.2M 4.14% +312 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 16,480 $15.2M 0.64% -1,186 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 16,394 $15.1M 2.55% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 16,388 $15.1M 3.36% -5,576 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,309 $15M 0.26% +1,430 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,941 $15M 2.66% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 16,205 $14.9M 2.73% -509 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 16,195 $14.9M 0.67% new 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 16,185 $14.9M 1.28% 0 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 16,179 $14.9M 0.82% -16 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,175 $14.9M 0.05% +4,867 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16,167 $14.9M 2.34% -714 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,020 $14.7M 0.32% +3,810 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 16,014 $14.7M 1.41% +103 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 15,876 $14.6M 1.02% -466 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 15,873 $14.6M 4.96% new 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 15,686 $14.4M 0.52% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 15,650 $14.4M 3.44% -305 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 15,642 $14.4M 0.22% +766 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,617 $14.4M 0.32% new 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 15,597 $14.3M 4.14% +415 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,510 $14.3M 0.11% +2,699 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,822 $14.1M 0.46% +303 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 15,310 $14.1M 2.69% -489 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,252 $14M 0.82% +435 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 15,238 $14M 0.85% -126 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 15,230 $14M 2.84% -1,194 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 15,229 $14M 1.81% -424 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 15,208 $14M 1.33% -674 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15,197 $14M 1.33% -164 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 15,174 $14M 5.36% -193 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,617 $14M 0.24% +1,530 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 15,053 $13.8M 1.19% +143 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 15,000 $13.8M 1.28% new 13F-HR Timeline Group Integral Health Asset Management, LLC More: the full row for Integral Health Asset Management, LLC 15,000 $13.8M 0.73% -5,000 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 14,942 $13.7M 1.46% +1,703 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 14,939 $13.7M 2.07% -3,343 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,907 $13.7M 0.29% -202 13F-HR Timeline MOTCO More: the full row for MOTCO 14,885 $13.7M 1.27% -337 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 14,815 $13.6M 0.49% +394 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,790 $13.6M 0.22% +782 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 14,777 $13.6M 0.74% -6,149 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 15,312 $13.6M 0.03% -624 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,683 $13.5M 0.38% -61 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,676 $13.5M 0.1% -191 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 14,204 $13.5M 1.33% -157 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14,590 $13.4M 0.49% +2,510 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,539 $13.4M 0.77% -136 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 14,496 $13.3M 0.39% -1,468 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 14,494 $13.3M 1.47% +734 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 14,476 $13.3M 0.42% +1,112 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 14,474 $13.3M 2.75% +31 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,418 $13.3M 1.33% -309 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,414 $13.3M 1.49% -588 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,388 $13.2M 0.16% +323 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 14,367 $13.2M 0.82% +3,540 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 14,395 $13.2M 2.67% +4,129 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,325 $13.2M 0.44% +270 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,293 $13.1M 1.67% +460 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 14,274 $13.1M +13,253 Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 14,177 $13M 1.64% -574 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 14,156 $13M 1.14% 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 14,123 $13M 1.54% +44 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 14,121 $13M 0.41% +754 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,117 $13M 0.73% +6 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 14,077 $12.9M 2.22% -234 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,054 $12.9M 0.71% +371 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 14,026 $12.9M 0.15% +10,715 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,961 $12.9M 1.98% -68 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 13,932 $12.8M 0.41% +1,857 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,915 $12.8M 0.45% +268 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 13,892 $12.8M 4.79% -679 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,836 $12.7M 0.45% +18 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,797 $12.7M 0.31% +1,115 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,787 $12.7M 1.36% -163 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 13,783 $12.7M 1.28% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 13,737 $12.6M 1.75% +644 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 13,703 $12.6M 0.88% -519 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 13,623 $12.5M 1.8% -1,590 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,534 $12.4M 0.29% +762 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 13,493 $12.4M 0.54% -572 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13,491 $12.4M 8.82% -16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,989 $12.4M 0.45% +413 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 13,421 $12.3M 1.87% +57 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,402 $12.3M 0.73% -131 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,361 $12.3M 0.73% +313 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 13,255 $12.2M 1.67% +110 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,214 $12.2M 0.46% +4,665 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,180 $12.1M 1.01% -248 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 13,172 $12.1M 6.11% -440 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,163 $12.1M 0.09% +20 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 13,106 $12.1M 1.95% -175 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 12,520 $12M 7.61% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 13,009 $12M 1.17% -4,703 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 13,001 $12M 0.73% +146 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 13,000 $12M 8.73% +4,378 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 12,980 $11.9M 2.41% +99 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 12,966 $11.9M 1.36% +286 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 12,881 $11.8M 1.44% -79 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 12,825 $11.8M 3.51% -10 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,819 $11.8M 0.12% +575 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,819 $11.8M 0.59% -51 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 12,807 $11.8M 1.27% -392 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 12,790 $11.8M 10.03% -231 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,745 $11.7M 1.04% +643 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 12,739 $11.7M 1.68% +1,965 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 12,735 $11.7M 0.71% -458 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12,732 $11.7M 3.62% +350 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,724 $11.7M 0.81% +350 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12,710 $11.7M 0.45% +2,626 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,690 $11.7M 1.56% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 12,684 $11.7M 4.02% +6 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 12,676 $11.7M 0.09% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,666 $11.6M 0.39% -257 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,632 $11.6M 0.32% -943 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 12,631 $11.6M 2.82% -14 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,603 $11.6M 0.21% +1,383 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,597 $11.6M 0.78% +1,225 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 12,582 $11.6M 2.86% +398 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,566 $11.6M 0.84% -14 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,543 $11.5M 0.36% -5,221 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 12,517 $11.5M 1.75% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,440 $11.4M 2.47% -3,363 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 12,377 $11.4M 2.67% -6,527 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,369 $11.4M 2.57% +2,919 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 12,351 $11.4M 3.43% -333 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,266 $11.3M 0.66% +124 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 12,196 $11.2M 3.64% -455 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,174 $11.2M 0.64% -500 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,159 $11.2M 3.44% +508 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,073 $11.1M 1.41% -245 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,057 $11.1M 0.99% +112 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 12,057 $11.1M 0.87% +35 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,056 $11.1M 1.27% -610 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 12,037 $11.1M 1.29% +894 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 12,014 $11M 1.22% -411 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 12,000 $11M 0.75% 0 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 11,984 $11M 3.89% +127 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,939 $11M 1.07% +2,140 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,861 $10.9M 0.51% +534 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 11,837 $10.9M 0.53% -330 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 11,812 $10.9M 0.92% +65 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. 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