BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,000 $4.62M 0.22% -507 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,954 $4.6M 1.77% +36 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,901 $4.57M 0.44% +4,663 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 8,896 $4.57M 0.69% -417 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,858 $4.55M 0.86% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,853 $4.55M 0.24% -127 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 8,839 $4.54M 3.3% +147 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,823 $4.53M 0.64% -988 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,808 $4.52M 0.05% +395 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,786 $4.51M 0.22% -2,232 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,757 $4.5M 0.68% +430 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,754 $4.5M 0.22% -104 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,751 $4.49M 0.47% -115 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,749 $4.49M 0.2% -448 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,698 $4.47M 0.03% -525 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,689 $4.46M 0.2% -29 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 8,688 $4.46M 1.43% +1,092 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,657 $4.45M 0.21% -488 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,619 $4.43M 1.03% +139 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 8,568 $4.4M 0.3% -16 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,563 $4.4M 1.59% -71 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,532 $4.38M 0.96% +595 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,525 $4.38M 1.43% +487 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 8,520 $4.38M 0.26% -111 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,503 $4.37M 0.59% +589 13F-HR Timeline United Bank More: the full row for United Bank 8,482 $4.36M 1.32% +147 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,466 $4.35M 0.27% -75 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,464 $4.35M 0.17% -44 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,464 $4.35M 0.24% +17 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,449 $4.34M 0.03% -170 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,446 $4.34M 0.2% +219 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,407 $4.32M 0.16% +619 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 8,379 $4.3M 1.17% +494 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,373 $4.3M 0.86% -39 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,335 $4.28M 0.31% +334 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,329 $4.28M 0.21% +1,138 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,378 $4.27M 0.47% +854 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,297 $4.26M 2.5% +66 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,200 $4.21M 2.84% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,171 $4.2M 0.34% -835 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,162 $4.19M 0.47% +345 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 8,112 $4.17M +680 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,110 $4.16M 0.21% +756 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 8,100 $4.16M 0.75% +4,500 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 8,101 $4.16M 0.15% +3,506 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 8,089 $4.15M 1.59% +1,827 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,045 $4.13M 0.54% -89 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,020 $4.12M 0.85% -100 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,992 $4.1M 0.3% -174 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 7,987 $4.1M 3.1% -16 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,997 $4.1M 0.76% +2,413 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,937 $4.08M 2.02% -311 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,903 $4.06M 0.9% +11 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,880 $4.05M 0.44% -2,195 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,864 $4.04M 1.16% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,855 $4.03M 0.63% -179 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 7,852 $4.03M 6.19% -5,400 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,840 $4.03M 0.26% -117 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,840 $4.03M 0.92% -349 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,806 $4.01M 0.2% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,774 $3.99M 0.09% -277 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,769 $3.99M 0.59% -25 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,767 $3.99M 0.21% +404 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 7,766 $3.99M 1.45% +1,475 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,731 $3.97M 0.15% +76 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,464 $3.97M 0.07% -273 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,719 $3.96M 0.19% +433 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,712 $3.96M +148 Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,689 $3.95M 0.23% +676 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 7,702 $3.95M 1.48% +2,442 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,675 $3.94M 0.59% -105 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,653 $3.93M 2.11% -250 13F-HR Timeline American Trust More: the full row for American Trust 7,645 $3.93M 0.3% -918 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 7,634 $3.92M 1.22% +40 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,628 $3.92M 0.51% -97 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,627 $3.92M 0.05% +856 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,625 $3.92M 0.24% +1,147 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 7,621 $3.91M 2.32% -2,242 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,619 $3.91M 0.43% -3,009 13F-HR/A Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,605 $3.91M 2.05% -401 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,601 $3.9M 0.22% +934 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $3.9M 0.29% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,585 $3.9M 0.11% +606 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,553 $3.88M 1.47% -10 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,289 $3.88M 0.48% -590 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,549 $3.88M 0.65% +576 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 7,548 $3.88M 4.03% -12 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,535 $3.87M 0.32% -636 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,533 $3.87M 0.19% +2,499 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,516 $3.86M 0.59% -300 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,516 $3.86M 0.08% +206 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 7,508 $3.86M 0.45% -6,189 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,493 $3.85M 0.16% -278 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,467 $3.84M 0.61% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,451 $3.83M 1.64% +749 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,423 $3.81M 0.45% -1,267 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 7,417 $3.81M 2.75% +92 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,408 $3.8M 0.34% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,407 $3.8M 0.52% -10 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,404 $3.8M 0.58% +656 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,386 $3.79M 0.97% -1,711 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,386 $3.79M 0.14% +184 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,377 $3.79M 1.06% +1,110 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,364 $3.78M 1.07% +6,207 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,358 $3.78M 0.24% +4,656 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,357 $3.78M 0.19% -473 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,356 $3.78M 0.28% -276 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,340 $3.77M 0.03% -2,861 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 7,335 $3.77M 3.28% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,318 $3.76M 1.34% -107 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,318 $3.76M 0.37% +267 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,576 $3.75M 0.07% -78 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 7,277 $3.74M 1.58% +4 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 7,263 $3.73M 3.33% +277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,248 $3.72M 0.1% +1,818 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,244 $3.72M 1.05% +638 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,208 $3.7M 0.75% +334 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,205 $3.7M 0.16% -119 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,173 $3.68M 0.52% -925 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,172 $3.68M 0.15% +68 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 7,171 $3.68M 0.66% +19 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,171 $3.68M 1.24% -14 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,367 $3.68M 2.31% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,159 $3.68M 0.58% +105 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,160 $3.68M 0.15% -2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,110 $3.65M 0.1% -258 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 7,060 $3.63M 0.11% -73 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,051 $3.62M 0.52% -1,403 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,051 $3.62M 0.07% +6,167 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,042 $3.62M 0.89% -201 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,036 $3.61M 0.32% -509 13F-HR/A Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,003 $3.6M 0.12% -6,000 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,001 $3.6M 0.25% -553 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $3.6M 0.32% 0 13F-HR Timeline S&G Foundation More: the full row for S&G Foundation 7,000 $3.6M 0.17% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,984 $3.58M 0.21% -1,539 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6,971 $3.58M 0.25% +82 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,965 $3.58M 1.17% +1,835 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,952 $3.57M 0.95% +137 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,951 $3.57M 0.06% +355 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 6,930 $3.56M 0.52% -325 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 6,929 $3.56M 6.1% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,925 $3.56M 0.51% -40 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,923 $3.56M 1.54% -141 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,891 $3.54M 1.73% -45 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,885 $3.54M 0.12% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,877 $3.53M 0.14% -8,436 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,877 $3.53M 1.3% +3 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,859 $3.52M 0.17% -884 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,630 $3.51M 1.18% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,826 $3.51M 0.51% +111 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,780 $3.48M 1.07% -777 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 6,775 $3.48M 0.29% +111 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,759 $3.47M 0.11% +207 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,742 $3.46M 0.38% -155 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,741 $3.46M 0.44% +1,006 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,710 $3.45M 0.12% -142 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,689 $3.44M 2.98% -62 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,685 $3.43M 0.77% +68 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,684 $3.43M 0.1% +2,025 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 6,674 $3.43M 1.11% +1,031 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,670 $3.43M 0.2% +243 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,630 $3.41M 0.57% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,475 $3.38M 0.39% -604 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,585 $3.38M 0.3% +1,265 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,575 $3.38M 0.58% +1,216 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,650 $3.37M 0.14% +2,321 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,561 $3.37M 1.15% +76 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,553 $3.37M 1.16% -537 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,543 $3.36M 1.05% -1,813 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,526 $3.35M 0.76% +185 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,526 $3.35M 0.36% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 6,519 $3.35M 1.42% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,518 $3.35M 0.66% +67 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 6,517 $3.35M 0.33% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,509 $3.34M 0.22% +226 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,493 $3.33M 0.38% -149 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,488 $3.33M 0.68% +355 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,452 $3.31M 0.27% +268 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,434 $3.3M 0.44% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,407 $3.29M 0.62% +133 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,397 $3.29M 0.29% +86 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,317 $3.24M 0.05% +1,164 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,311 $3.24M 0.37% -363 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,310 $3.24M 0.71% +125 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,305 $3.24M 0.04% +3,292 13F-HR Timeline Sentinel Dome Partners, LLC More: the full row for Sentinel Dome Partners, LLC 6,300 $3.24M 2.36% +1,000 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,258 $3.21M 0.07% -117 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 6,055 $3.21M 0.04% +735 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,249 $3.21M 0.13% -40 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,244 $3.21M 0.39% -9 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 6,239 $3.2M 0.42% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,236 $3.2M 0.19% +343 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,224 $3.2M 1.46% +416 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,221 $3.19M 0.23% +285 13F-HR Timeline YHB Investment Advisors, Inc. 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