Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,220 $3M 0.07% +170 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 13,507 $3M 1.13% -16 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,401 $2.97M 0.29% -60,168 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 13,395 $2.97M 0.59% -277 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,395 $2.97M 0.04% +1,227 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,362 $2.96M 0.2% +885 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,287 $2.95M 1.04% +124 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 13,285 $2.95M 0.37% -1,809 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,276 $2.95M 1.28% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,164 $2.92M 1.2% -62 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,135 $2.91M 0.12% +4,822 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,116 $2.91M 0.14% -1,070 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 13,156 $2.91M 0.22% +5,691 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 13,096 $2.91M 0.36% -142 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,088 $2.9M 0.03% -125 13F-HR Timeline Group Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 13,068 $2.9M 4.33% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,740 $2.89M 0.29% -82 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,014 $2.89M 0.62% +52 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,010 $2.89M 0.21% -112 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 12,989 $2.88M 0.02% +12,030 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,923 $2.87M 0.12% +227 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 12,888 $2.86M 0.53% +465 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,842 $2.85M 0.18% +700 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,835 $2.85M 0.14% +382 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,692 $2.82M 0.1% -2,149 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,661 $2.81M 0.1% -298 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,641 $2.8M 0.07% -960 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,614 $2.8M 0.61% +136 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,404 $2.75M 0.24% +2,409 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 12,375 $2.75M 1.59% +1,128 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,366 $2.74M 0.41% -428 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 12,341 $2.74M 0.78% -152 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 12,332 $2.74M 0.85% -180 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,044 $2.72M 1.2% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,222 $2.71M 0.36% +2,263 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,219 $2.71M 0.19% -90 13F-HR Timeline United Bank More: the full row for United Bank 12,124 $2.69M 1.03% +155 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,124 $2.69M 0.3% +1,487 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,113 $2.69M 0.52% +186 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,073 $2.68M 0.07% +115 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 12,069 $2.68M 0.59% +10,474 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,043 $2.67M 0.74% +19 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,006 $2.66M 0.13% -1,016 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,999 $2.66M 0.27% +2,495 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,964 $2.65M 0.6% +50 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,961 $2.65M 0.12% -1,367 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,950 $2.65M 0.09% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,872 $2.63M 0.42% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,870 $2.63M 0.69% -527 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,853 $2.63M 0.62% +35 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 11,833 $2.63M 1.35% +3,638 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,794 $2.62M 0.05% +1,315 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,749 $2.61M 0.04% +606 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,725 $2.6M 0.87% +2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,724 $2.6M 0.06% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,590 $2.57M 0.34% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,650 $2.57M 0.04% +976 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,535 $2.56M 0.04% +25 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,516 $2.56M 0.95% -266 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 11,423 $2.53M 0.57% +15 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,422 $2.53M 0.84% +145 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,421 $2.53M 0.58% -78 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 11,396 $2.53M 0.81% -1,753 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,326 $2.51M 0.32% -12 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,301 $2.51M 0.06% +72 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 11,261 $2.5M +198 Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,240 $2.49M 1.18% -73 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,216 $2.49M 0.06% +160 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,197 $2.48M 0.2% -151 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,191 $2.48M 0.04% +256 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,191 $2.48M 0.53% +310 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,189 $2.48M 1.52% +344 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,184 $2.48M 0.03% +544 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,156 $2.48M 0.3% -50 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,142 $2.47M 0.32% +827 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,004 $2.46M 1.33% +1,040 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,080 $2.46M 0.1% -357 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 11,038 $2.45M 0.72% +2,656 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,038 $2.45M 2.71% +735 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 11,024 $2.45M 0.04% -80 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 11,000 $2.44M 0.28% +7,000 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,988 $2.44M 0.8% +146 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,924 $2.42M 0.03% -478 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,827 $2.4M 0.3% -1,198 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,827 $2.4M 1.06% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,918 $2.4M 0.09% -5,719 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 10,797 $2.4M 0.5% -856 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,791 $2.39M 0.06% +1,196 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,749 $2.38M 0.03% +574 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,740 $2.38M 0.04% -46 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,701 $2.37M 0.1% +373 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,701 $2.37M 0.06% -9,288 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,686 $2.37M 0.07% +823 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,602 $2.35M 0.16% -126 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 10,594 $2.35M 1.28% +723 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,591 $2.35M 0.16% +1,201 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 10,521 $2.33M 0.35% -81 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,500 $2.33M 0.19% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,500 $2.33M 1.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,492 $2.33M 0.14% +267 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,447 $2.32M 0.54% +157 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,415 $2.31M 0.04% -1,983 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,407 $2.31M 0.05% +38 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10,388 $2.3M 1.36% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,370 $2.3M 0.67% -130 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,358 $2.3M 0.66% -11 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,334 $2.29M 0.39% +412 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,287 $2.28M 0.13% +75 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 10,279 $2.28M 1.75% -1,662 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10,257 $2.28M 0.31% -2 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,248 $2.27M 0.45% +16 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,156 $2.25M 0.99% -114 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 10,153 $2.25M 0.05% +513 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,125 $2.25M 0.18% -10,948 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,112 $2.24M 0.15% -309 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,083 $2.24M 0.67% -113 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,050 $2.23M 0.05% -22,467 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 10,000 $2.22M 0.05% -8,000 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.22M 0.3% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,947 $2.21M 0.1% -17 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,929 $2.2M 0.6% -200 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,927 $2.2M 0.65% +5 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 9,921 $2.2M 0.27% -133 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,913 $2.2M 0.08% +521 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,745 $2.16M 0.06% -13,342 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,640 $2.14M 0.24% -638 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 9,640 $2.14M 0.72% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,631 $2.14M 0.09% +259 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,590 $2.13M 0.44% -481 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,532 $2.11M 0.05% -397 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,530 $2.11M 0.14% +2,746 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,530 $2.11M 0.23% +124 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,513 $2.11M 0.16% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,395 $2.08M 0.19% -25 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 9,385 $2.08M 0.24% new 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,376 $2.08M 0.96% -53 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,344 $2.07M 0.26% -42 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 9,249 $2.07M 0.02% -9,158 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,301 $2.06M 0.98% +361 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,290 $2.06M 0.05% +6,191 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 9,273 $2.06M 0.36% +67 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,247 $2.05M 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,240 $2.05M 0.22% +92 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,200 $2.04M 0.55% -145 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,199 $2.04M 0.06% +34 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 9,190 $2.04M 0.31% -341 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,185 $2.04M 0.2% +1,027 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 9,179 $2.04M 0.22% -11,205 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,163 $2.03M 0.04% +10 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,161 $2.03M 0.46% +7,885 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,144 $2.03M 1.04% +237 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 9,123 $2.02M 0.5% +200 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,104 $2.02M 0.13% -137 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 9,099 $2.02M 0.71% +3 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 9,083 $2.02M 0.18% -50 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 9,079 $2.01M 1.54% -949 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,054 $2.01M 0.18% -286 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,000 $2M 0.15% +129 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,988 $1.99M 0.07% +845 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,960 $1.99M 0.16% +1,619 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,955 $1.99M 0.23% -275 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,946 $1.98M 0.18% -191 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,933 $1.98M 0.18% -357 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 8,912 $1.98M 0.12% -369 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,908 $1.98M 0.07% -1,382 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,902 $1.98M 0.22% -1,265 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,870 $1.97M 0.14% -12,209 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,858 $1.97M 0.15% +3,792 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,844 $1.96M 0.18% -81 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,843 $1.96M 0.23% -690 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,841 $1.96M 1.32% -145 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,826 $1.96M 0.44% +135 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,823 $1.96M 0.23% +534 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,818 $1.96M 0.09% -2,055 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,814 $1.96M 0.35% -3,533 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,795 $1.95M 0.17% -310 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,760 $1.94M 0.69% -62 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,744 $1.94M 0.22% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,469 $1.93M 0.98% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,698 $1.93M 0.09% -595 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,693 $1.93M 0.15% -12 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,634 $1.92M 0.43% -300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,620 $1.91M 0.12% +1,514 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,604 $1.91M 0.16% +65 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,586 $1.9M 0.72% -1,125 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,578 $1.9M 1.07% -80 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 8,573 $1.9M 0.65% +252 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,567 $1.9M 0.14% +415 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,565 $1.9M 0.25% 0 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,529 $1.89M 0.07% -256 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,523 $1.89M 0.6% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,523 $1.89M 0.14% -111 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,504 $1.89M 0.71% -1,436 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 8,500 $1.89M 0.06% +4,900 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,490 $1.88M 0.05% -967 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,485 $1.88M 0.07% +28 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,481 $1.88M 0.32% +250 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 8,560 $1.87M 0.98% +819 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 8,375 $1.86M 0.22% -1,125 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,228 $1.86M 0.08% +215 13F-HR Timeline