Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,356 $2.6M 0.08% +5,157 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 8,432 $2.59M 2% +10 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 8,322 $2.59M 0.13% +7,400 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,312 $2.58M 0.47% +6,900 13F-HR Timeline United Bank More: the full row for United Bank 8,236 $2.56M 0.85% -134 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,213 $2.55M 0.42% -2,029 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 8,201 $2.55M 0.73% -106 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,184 $2.54M 0.32% +355 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 8,155 $2.53M 1.23% 0 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 8,139 $2.53M 0.43% +349 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,128 $2.53M 0.22% -205 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,101 $2.52M 0.45% +84 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,096 $2.52M 0.36% +43 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,078 $2.51M 0.1% +5,558 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,068 $2.51M 0.05% +5 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,095 $2.5M 0.33% +92 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,048 $2.5M 0.26% +2 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,009 $2.49M 0.3% -174 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,000 $2.49M 0.12% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 7,997 $2.49M 0.14% +327 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,995 $2.48M 0.13% +158 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,988 $2.48M 0.08% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,966 $2.48M 0.18% 0 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 7,964 $2.48M 1.67% -103 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,948 $2.47M 0.17% -249 13F-HR Timeline Group Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 7,944 $2.47M 0.16% -2,950 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,891 $2.45M 0.1% -44 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,865 $2.44M 0.61% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 7,856 $2.44M 0.67% -6,496 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 10,000 $2.43M 1.32% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,815 $2.43M 0.35% -268 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,796 $2.42M 1.44% -390 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,791 $2.42M 0.76% +7 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,742 $2.41M 0.74% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 7,734 $2.4M 2.27% +173 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,733 $2.4M 0.18% -120 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,723 $2.4M 0.27% -104 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,719 $2.4M 1.01% -90 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,705 $2.39M 0.51% -240 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,705 $2.39M 0.47% -145 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,692 $2.39M 1.55% +108 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,683 $2.39M 0.18% -92 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 7,633 $2.37M 1.23% +575 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,627 $2.37M 0.79% +30 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,605 $2.36M 0.3% -384 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,604 $2.36M 0.21% -31 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,591 $2.36M 0.74% -19 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,590 $2.36M 0.06% +5,960 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,572 $2.35M 0.1% -926 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7,570 $2.35M 0.25% +13 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,553 $2.35M 0.64% +184 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 7,543 $2.34M 0.98% +7,319 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,541 $2.34M 0.03% -110,406 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 7,540 $2.34M 0.08% -34 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,535 $2.34M 0.34% -1,483 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 7,513 $2.33M 0.2% +200 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,504 $2.33M 0.13% +608 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 7,490 $2.33M 0.46% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,487 $2.33M 0.17% +4 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,466 $2.32M 0.17% +79 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,439 $2.31M 0.23% -67 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7,439 $2.31M 0.24% +1,665 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,429 $2.31M 1.05% -20 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,455 $2.3M 0.15% -4,861 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,387 $2.3M 0.19% -64 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,374 $2.29M 0.47% -228 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,372 $2.29M 0.05% +1,197 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,363 $2.29M 0.07% 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,363 $2.29M 1.12% +28 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,356 $2.29M 0.13% -235 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,437 $2.28M 0.14% -1,056 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,326 $2.28M 0.06% -256 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 7,299 $2.27M 1% -51 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,293 $2.27M 0.12% +323 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,289 $2.27M 0.09% -39 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,287 $2.26M 0.13% -203 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,286 $2.26M 0.34% +30 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,283 $2.26M 0.26% -280 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,267 $2.26M 0.03% -7,564 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,254 $2.25M 0.33% -198 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 7,253 $2.25M 0.22% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,249 $2.25M 0.19% -106 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,245 $2.25M 0.2% -1,256 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,242 $2.25M 0.15% +240 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 7,238 $2.25M 0.04% +161 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,234 $2.25M 0.1% +448 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,229 $2.25M 0.58% +46 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,221 $2.24M 0.15% +4,413 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,208 $2.24M 0.17% -82 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,197 $2.24M 0.59% -3,235 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,178 $2.23M 0.5% -398 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 7,149 $2.22M 0.3% -2,117 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,122 $2.21M 0.13% -233 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,118 $2.21M 0.25% -13 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,102 $2.21M 0.19% -46 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,102 $2.21M 0.08% -555 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 7,076 $2.2M 1.76% +257 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 7,066 $2.2M 0.65% -3,545 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,065 $2.2M 0.3% +1,288 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,059 $2.19M 0.45% +316 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,053 $2.19M 1.09% -83 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,033 $2.19M 1.28% -93 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,005 $2.18M 0.49% +972 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 7,004 $2.18M 1.41% -1,560 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,001 $2.18M 0.61% +419 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,996 $2.17M 0.18% +75 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 6,993 $2.17M 0.16% +3,516 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,975 $2.17M 0.4% -632 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,974 $2.17M 0.28% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,963 $2.16M 0.07% +764 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 6,958 $2.16M 0.94% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 6,953 $2.16M 0.76% +2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,951 $2.16M 0.18% +246 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,950 $2.16M 0.22% -115 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,938 $2.16M 0.28% +178 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,925 $2.15M 0.07% -61,812 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,912 $2.15M 0.21% +7 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,912 $2.15M 0.95% +297 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,905 $2.15M 0.25% +96 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,900 $2.14M 0.75% +95 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,886 $2.14M 0.23% -153 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,872 $2.14M 0.5% -108 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,870 $2.14M 0.87% +230 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,861 $2.13M 0.9% +100 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,831 $2.12M 0.22% -110 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,827 $2.12M 0.21% -1,004 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 6,820 $2.12M 0.47% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 6,817 $2.12M 0.05% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,808 $2.12M 0.17% -1,014 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,803 $2.12M 0.33% -75 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,795 $2.11M 1.42% +100 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,786 $2.11M 0.19% -233 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,783 $2.11M 0.03% +450 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,770 $2.1M 0.3% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,767 $2.1M 0.35% +107 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,766 $2.1M 0.18% -177 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,745 $2.1M 0.8% +239 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,732 $2.09M 0.26% +861 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,722 $2.09M 0.02% +5,675 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,684 $2.08M 0.48% -133 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,672 $2.07M 0.14% -544 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,647 $2.07M 0.38% -11 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,603 $2.05M 0.09% -180 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,579 $2.04M 0.99% -223 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,570 $2.04M 1.38% -29 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,300 $2.04M 0.24% -1,527 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,549 $2.04M 1.67% -2,750 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 6,701 $2.03M 0.46% +21 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,534 $2.03M 0.48% -100 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 6,511 $2.02M 0.06% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,508 $2.02M 0.21% +589 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 6,506 $2.02M 1.19% -55 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,501 $2.02M 0.26% -166 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,495 $2.02M 0.54% -30 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,538 $2.02M 0.12% +47 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,482 $2.01M 0.71% +22 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,482 $2.01M 0.63% +235 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 6,482 $2.01M 1.56% +129 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,481 $2.01M 0.25% -125 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,456 $2.01M 0.85% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,450 $2M 0.59% +16 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,445 $2M 0.47% -74 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,514 $2M 0.14% +91 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 6,425 $2M <0.01% -50 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 6,409 $1.99M 1.77% 0 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,405 $1.99M 0.21% -1,422 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,402 $1.99M 0.31% -302 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,401 $1.99M 0.5% -593 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,349 $1.97M 1.84% -9 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,346 $1.97M 0.42% -139 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,345 $1.97M 1.12% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 6,341 $1.97M 0.62% +35 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,334 $1.97M 0.19% -758 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,774 $1.97M 0.41% +175 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,324 $1.97M 0.11% +587 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,323 $1.97M 0.31% -278 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 6,297 $1.96M 0.22% -144 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,295 $1.96M 1.33% -235 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 6,294 $1.96M 1.22% -22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,292 $1.96M 0.07% -135 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,283 $1.95M 0.25% +1,429 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,277 $1.95M 0.18% +112 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 6,269 $1.95M 0.32% +5,442 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,260 $1.95M 0.26% +14 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,260 $1.95M 0.82% +39 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,259 $1.95M 1.03% -100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,251 $1.94M 0.28% +211 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,243 $1.94M 0.16% -515 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,225 $1.93M 0.22% -28 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,224 $1.93M 0.77% -25 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,196 $1.93M 0.67% -305 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,191 $1.92M 0.28% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,186 $1.92M 0.42% -2,953 13F-HR Timeline Point Windward Advisors Inc. 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