Iowa State Bank More: the full row for Iowa State Bank 13,672 $3.19M 0.68% -2,396 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,671 $3.19M 0.09% +3,666 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,633 $3.18M 0.09% -591 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 13,601 $3.17M 0.09% -363 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 13,523 $3.15M 1.28% -140 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,454 $3.14M 0.19% +677 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 13,417 $3.13M 0.68% +124 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 13,328 $3.11M 0.16% -174 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,276 $3.1M 1.42% +74 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 13,275 $3.1M 0.61% +2,019 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 13,238 $3.09M 0.41% +257 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,226 $3.08M 1.32% -14 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,213 $3.08M 0.04% +804 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,163 $3.07M 1.15% -39 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 13,149 $3.07M 1.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,122 $3.06M 0.25% -1,129 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,072 $3.06M +7,426 Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 13,063 $3.05M 0.07% +2,375 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,047 $3.04M 0.09% +179 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 13,042 $3.04M 0.08% -43,236 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,022 $3.04M 0.17% -386 13F-HR/A Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,970 $3.02M 0.3% -1,131 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,962 $3.02M 0.7% +128 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,959 $3.02M 0.1% +107 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,808 $3M 0.08% +4,540 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,822 $2.99M 0.32% -197 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,794 $2.98M 0.48% 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,349 $2.98M -3,375 Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,024 $2.97M 0.96% -84 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,696 $2.96M 0.14% -532 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,651 $2.95M 0.5% +2,601 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 12,512 $2.92M 0.99% -155 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,493 $2.91M 0.89% -277 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,478 $2.91M 0.7% -60 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,477 $2.91M 0.23% +207 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,453 $2.9M 0.16% -278 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 13,357 $2.9M 0.71% +3,739 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 12,423 $2.9M 0.63% -1,397 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,398 $2.89M 0.05% -12,794 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 12,397 $2.89M 0.8% -229 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,050 $2.88M 0.08% +1,519 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,347 $2.88M 0.55% -46 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,309 $2.87M 0.23% -2,279 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,211 $2.85M 0.09% -856 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,168 $2.84M 0.04% -2,677 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,142 $2.83M 0.2% +168 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,071 $2.81M 0.09% +699 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,025 $2.8M 0.4% -456 13F-HR Timeline United Bank More: the full row for United Bank 11,969 $2.79M 1.15% +856 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,958 $2.79M 0.07% -571 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,950 $2.79M 0.1% 0 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 11,941 $2.79M 2.16% -17 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,927 $2.78M 0.65% -49 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,914 $2.78M 0.67% -118 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 11,900 $2.78M 0.01% -31,000 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 11,895 $2.77M 0.15% +1,735 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,872 $2.77M 0.46% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,818 $2.76M 0.65% -9,971 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,782 $2.75M 1.07% -145 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,723 $2.73M 0.95% +420 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 11,717 $2.73M 0.25% +40 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 11,659 $2.72M 0.82% +1,691 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,653 $2.72M 0.6% -60 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,637 $2.71M 0.07% -721 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,590 $2.7M 0.39% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,510 $2.68M 0.04% +211 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,499 $2.68M 0.73% -217 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,437 $2.67M 0.13% +106 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 11,408 $2.66M 0.62% -299 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,402 $2.66M 0.03% -52,696 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,400 $2.66M 0.08% -1,924 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,348 $2.65M 0.24% -353 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,338 $2.64M 0.37% -799 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,313 $2.64M 1.3% -148 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 11,291 $2.63M 0.38% +9,699 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,277 $2.63M 0.95% +40 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 11,247 $2.62M 1.7% +470 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,229 $2.62M 0.07% +16 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,206 $2.61M 0.31% +750 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,143 $2.6M 0.05% +104 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 11,104 $2.59M 0.05% +78 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 11,063 $2.58M +299 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,056 $2.58M 0.08% +167 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,935 $2.55M 0.05% +3,496 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,881 $2.54M 0.31% -43 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,881 $2.54M 0.64% -141 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,873 $2.54M 0.08% -3,982 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,845 $2.53M 1.69% +215 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,842 $2.53M 0.89% -275 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,823 $2.52M 1.17% +17 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,786 $2.52M 0.05% -841 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,728 $2.5M 0.18% -267 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,640 $2.48M 0.03% -149 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,637 $2.48M 0.32% +307 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,674 $2.48M 0.07% +353 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 10,602 $2.47M 0.4% -215 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 10,566 $2.46M 0.51% -20,783 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,500 $2.45M 0.71% +367 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,500 $2.45M 0.23% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,500 $2.45M 1.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,484 $2.45M 0.19% +4,174 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,479 $2.44M 0.06% -323 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,421 $2.43M 0.18% +109 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,400 $2.43M 0.08% -900 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10,388 $2.42M 1.48% +73 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,369 $2.42M 0.79% +2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,369 $2.42M 0.06% -1,066 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,328 $2.41M 0.11% +137 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,315 $2.41M 0.35% -51 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 10,303 $2.4M 2.64% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,290 $2.4M 0.61% -277 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,290 $2.4M 0.1% -3,475 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,278 $2.4M 0.31% -1 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,270 $2.4M 1.04% -212 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10,259 $2.39M 0.34% -325 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,232 $2.39M 0.52% -7 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,225 $2.38M 0.15% -23 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,212 $2.38M 0.14% -231 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,196 $2.38M 0.74% +173 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,175 $2.37M 0.03% +1,087 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,167 $2.37M 0.28% -614 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10,129 $2.36M 0.72% +105 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 10,102 $2.36M 1.52% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,071 $2.35M 0.52% -458 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 10,054 $2.34M 0.31% -7,131 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,028 $2.34M 1.96% -227 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.33M 0.34% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,995 $2.33M 0.27% +1,621 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,964 $2.32M 0.12% -7 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,964 $2.32M 1.31% -50 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,959 $2.32M 0.34% +547 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,940 $2.32M 0.96% -446 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,929 $2.32M 0.06% +140 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,922 $2.31M 0.42% +371 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,922 $2.31M 0.71% -340 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,863 $2.3M 0.07% -371 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 9,871 $2.3M 1.34% +7,440 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 9,711 $2.26M 0.93% +35 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,655 $2.25M 0.04% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,640 $2.25M 0.06% -995 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 9,640 $2.25M 0.83% -250 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,595 $2.24M 0.06% +16 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,533 $2.22M 0.28% -3 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 9,531 $2.22M 0.44% -1,406 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,513 $2.22M 0.18% +78 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,504 $2.22M 0.25% +1,729 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 9,500 $2.22M 0.27% +1,095 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,510 $2.21M 0.44% +4,622 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,457 $2.21M 0.07% -612 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,420 $2.2M 0.21% -180 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,406 $2.19M 0.25% -194 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,392 $2.19M 0.09% -475 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,390 $2.19M 0.16% -556 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,386 $2.19M 0.32% +46 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,372 $2.19M 0.1% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 9,354 $2.18M 0.34% -137 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,345 $2.18M 0.6% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,340 $2.18M 0.22% +344 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,293 $2.17M 0.1% -2,893 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 9,293 $2.17M 0.02% +7 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,290 $2.17M 0.21% +488 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,281 $2.16M 0.15% -601 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,280 $2.16M 0.07% -12,220 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,247 $2.16M 0.15% +110 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,241 $2.16M 0.14% +237 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,230 $2.15M 0.26% -280 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 9,206 $2.15M 0.39% -45 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,165 $2.14M 0.07% +1,025 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,153 $2.13M 0.04% +353 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,148 $2.13M 0.27% -30 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,137 $2.13M 0.2% -527 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,133 $2.13M 0.22% +18 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,105 $2.12M 0.2% -1,052 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,096 $2.12M 0.78% -233 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,986 $2.1M 1.42% +109 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,940 $2.09M 1.08% -196 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,934 $2.08M 0.5% -484 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,925 $2.08M 0.21% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,923 $2.08M 0.55% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,912 $2.08M 0.16% -579 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,907 $2.08M 1.18% +33 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,871 $2.07M 0.2% +1,222 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,429 $2.06M 1.26% -40 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,831 $2.06M 0.07% -127 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,822 $2.06M 0.77% +110 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 8,813 $2.06M 1.42% -17 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,801 $2.05M 0.01% -5,958 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,785 $2.05M 0.09% +126 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,748 $2.04M 0.25% -888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,705 $2.03M 0.17% -183 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,691 $2.03M 0.53% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,658 $2.02M 1.3% -5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,646 $2.02M 0.06% +207 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,634 $2.01M 0.2% -522 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 8,626 $2.01M 1.85% +548 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,624 $2.01M 0.12% -268 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,565 $2M 0.28% -14 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,557 $2M 1.2% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,539 $1.99M 0.19% -75 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,523 $1.99M 0.67% +708 13F-HR Timeline