Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,250 $3.91M 0.21% +264 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,250 $3.91M 0.89% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,246 $3.91M 0.25% +22 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,243 $3.9M 0.35% -3,744 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 4,242 $3.9M 2.14% -982 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,161 $3.9M +64 Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,230 $3.89M 1.6% -9 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,230 $3.89M 3.8% -286 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,229 $3.89M 0.35% +825 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,472 $3.88M 0.81% +213 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,218 $3.88M 0.07% +3,266 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,215 $3.88M 0.81% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,214 $3.88M 0.4% +337 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,193 $3.87M 0.27% +620 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 4,206 $3.87M 0.5% +440 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,197 $3.86M 0.44% +352 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,137 $3.84M 0.06% +963 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,169 $3.83M 1.5% +1,023 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,131 $3.83M 0.48% -1 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,163 $3.83M -28 Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,162 $3.83M 1.05% +791 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,151 $3.82M 0.38% -643 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,147 $3.81M 3.65% -244 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,142 $3.81M 2.1% -510 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,140 $3.81M 1.09% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,134 $3.8M 0.45% +39 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,134 $3.8M 1.19% -49 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,126 $3.8M 1.66% -1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,119 $3.79M 0.45% -11 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,101 $3.77M 0.15% -198 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,100 $3.77M 0.08% +941 13F-HR Timeline Group Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 4,090 $3.76M 1.46% +230 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,087 $3.76M 0.15% +3,011 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,079 $3.76M 1.66% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,083 $3.76M 0.43% -173 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,080 $3.75M 0.83% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,100 $3.75M 1.74% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,073 $3.75M 0.26% -263 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,066 $3.74M 0.75% +3,423 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,063 $3.74M 3.32% -8 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,062 $3.74M 1.86% +598 13F-HR/A Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,062 $3.74M 0.38% +104 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,214 $3.73M 2.48% -331 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,054 $3.73M 2.1% +9 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,044 $3.72M 1.35% +92 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,039 $3.72M 0.28% +1,706 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,035 $3.71M 3.13% -74 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 4,031 $3.71M 2.04% +1,133 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,022 $3.7M 1.13% +60 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,019 $3.7M 2.61% -12 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,018 $3.7M 0.15% +55 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,008 $3.69M 0.25% +542 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 4,000 $3.68M 0.76% +3,000 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,000 $3.68M 0.48% +4 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,993 $3.67M 0.85% -5 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 3,993 $3.67M 2.27% +2,068 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,985 $3.67M 0.53% +26 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,976 $3.66M 1.39% +114 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,972 $3.65M 1.21% -491 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,971 $3.65M 1.04% +17 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,965 $3.65M 0.04% -141 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,963 $3.65M 0.16% +617 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,955 $3.64M 0.16% +60 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,892 $3.64M 0.2% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,944 $3.63M 1.74% +161 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,937 $3.62M 0.55% +49 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,929 $3.61M 0.17% +438 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 3,991 $3.61M 2.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,921 $3.61M 0.16% +331 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,917 $3.6M 1.09% -25 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,911 $3.6M 0.79% +3,367 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,904 $3.59M 0.45% +353 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,901 $3.59M 0.03% +319 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,896 $3.58M 0.6% +104 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,891 $3.58M 1.42% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,888 $3.58M 1.31% +27 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,887 $3.58M 1.31% -10 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,878 $3.57M 1.73% +47 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,866 $3.56M 0.71% -127 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,865 $3.56M 1.91% +2,470 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,865 $3.56M 2.21% -4 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 3,865 $3.55M 2.11% -160 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,864 $3.55M 0.51% +24 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,863 $3.55M 0.39% +74 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,859 $3.55M 0.25% -382 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,849 $3.54M 1.84% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,847 $3.54M 1.71% -7 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,828 $3.52M 1.38% -98 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 3,808 $3.5M 0.51% +6 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,807 $3.5M 0.76% -11 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,437 $3.49M 0.34% +387 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,777 $3.47M 0.42% +12 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,775 $3.47M 0.07% -229 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,770 $3.47M 1.98% -258 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,768 $3.47M 0.67% -303 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,768 $3.47M 0.42% +633 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,765 $3.46M 0.27% +34 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,765 $3.46M 0.21% -16 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,759 $3.46M 2.74% -438 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,757 $3.46M 1.16% -158 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,750 $3.45M 1.6% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,738 $3.44M 0.45% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,877 $3.44M 0.15% +40 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,737 $3.44M 0.07% -23 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,732 $3.43M 0.42% +382 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,724 $3.42M 0.9% +19 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,722 $3.42M 1.17% +362 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,719 $3.42M 0.12% -4,427 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,710 $3.41M 0.2% +324 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,699 $3.4M 0.3% -290 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,672 $3.38M 0.46% +1,615 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,667 $3.37M 2.08% +1 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,666 $3.37M 0.67% +496 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,665 $3.37M 0.39% -60 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,664 $3.37M 0.22% -182 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,663 $3.37M 0.24% -497 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,661 $3.37M 0.75% +100 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,656 $3.36M 0.62% +1,585 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,117 $3.35M 0.31% -800 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,632 $3.34M 0.22% +434 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,629 $3.34M 0.76% +31 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,623 $3.33M 1.25% -619 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,619 $3.33M 0.88% -1,157 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,618 $3.33M 2.17% +109 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,616 $3.33M 0.63% -221 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,614 $3.32M 1.89% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,609 $3.32M 1.02% -49 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,597 $3.31M 1.57% -5 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,596 $3.31M 0.65% -109 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,583 $3.3M 0.18% -2,513 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,580 $3.29M 2.02% -20 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,575 $3.29M 0.09% -7 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,509 $3.28M 0.54% -36 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,555 $3.27M 0.69% +14 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,554 $3.27M 0.42% +33 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,546 $3.26M 0.32% +758 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,545 $3.26M 0.39% +9 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,539 $3.26M 2.56% +23 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,524 $3.25M 0.78% +84 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,336 $3.25M 0.26% +1,838 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,526 $3.24M 0.14% +761 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,524 $3.24M 0.18% +1,849 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,523 $3.24M 0.11% -481 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,522 $3.24M 0.37% -106 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,502 $3.22M 1.07% +2,322 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $3.22M 1.48% -2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,499 $3.22M 0.03% +3,146 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,497 $3.22M 1.12% +2,152 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,495 $3.21M 0.31% +40 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,494 $3.21M 0.5% +2,236 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,494 $3.21M 0.2% +24 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,491 $3.21M 0.73% -462 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,489 $3.21M 1.65% -230 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,485 $3.21M 1.94% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,475 $3.2M 0.53% +70 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,475 $3.2M 0.9% +1,258 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,471 $3.19M 1.16% +38 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,339 $3.19M 0.71% +623 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,464 $3.19M 0.45% -227 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,463 $3.19M 0.39% -158 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,457 $3.18M 0.17% -22 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 3,457 $3.18M 2.62% -34 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,453 $3.18M 1.31% -4,324 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,450 $3.17M 0.36% -1,150 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,434 $3.16M 0.15% -1,049 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,427 $3.15M 1.01% -132 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,424 $3.15M 0.29% -5,744 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,419 $3.14M 0.15% +242 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,416 $3.14M 0.11% -60 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,409 $3.14M 0.83% +20 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,408 $3.13M 1.3% +41 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,397 $3.13M 0.68% +137 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,403 $3.13M 1.13% -548 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,400 $3.13M 0.77% -10 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 3,400 $3.13M 2.39% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,398 $3.13M 0.23% +291 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,396 $3.12M 0.78% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,396 $3.12M 0.42% -328 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,387 $3.12M 0.57% +2,313 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,380 $3.11M 0.87% +17 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,375 $3.1M 0.12% +69 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,372 $3.1M 1.37% +965 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,369 $3.1M 2.32% -161 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,428 $3.1M 0.14% -3,277 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,365 $3.1M 0.29% +28 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,365 $3.1M 0.56% -432 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,359 $3.09M 0.39% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,355 $3.09M 0.44% -16 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,353 $3.08M 0.77% +33 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,352 $3.08M 0.59% -40 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,352 $3.08M 0.73% +6 13F-HR Timeline Vermillion Wealth Management, Inc. 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