Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,463 $439K 0.15% +541 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,435 $437K 0.03% -208 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,433 $436K 0.04% -322 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,431 $436K 0.03% -7,993 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,423 $436K 0.25% +45 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,419 $435K 0.03% -2,190 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,400 $434K 0.06% -221 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,400 $434K 0.09% +6,000 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,390 $434K 0.07% +2,218 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,387 $433K 0.06% -6,011 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,385 $433K 0.21% -100 13F-HR Timeline Group C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 6,359 $431K 0.41% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,318 $429K 0.04% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,304 $428K 0.04% -330 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,295 $427K 0.11% -1,153 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,293 $427K 0.43% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 6,285 $426K 0.23% +480 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,235 $426K 0.12% -138 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,275 $426K 0.02% -56 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,268 $425K 0.03% -103 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,258 $425K 0.04% +1,921 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,237 $423K 0.06% -193 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,231 $423K 0.04% -1,077 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,220 $422K 0.11% -155 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,214 $422K <0.01% +267 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 6,213 $422K 0.29% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,203 $421K 0.01% +208 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 6,181 $419K 0.14% +800 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,385 $419K 0.04% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,175 $419K 0.07% +342 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,178 $417K 0.05% +76 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,098 $414K 0.09% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,084 $413K 0.01% -305 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,084 $413K 0.11% +135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,063 $411K 0.02% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,043 $410K 0.03% +318 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,015 $408K 0.07% -210 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,991 $406K 0.27% +302 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,965 $405K 0.32% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,937 $403K 0.04% -1,787 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,933 $403K 0.14% -11 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,932 $402K 0.06% +266 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,926 $402K 0.11% +1,463 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,918 $402K 0.17% +216 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,917 $401K 0.04% -785 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,897 $400K 0.07% +70 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,892 $400K 0.01% +1,222 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,865 $398K 0.02% -1,795 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,864 $398K 0.01% -36 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,850 $397K 0.18% -19,031 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,850 $397K 0.42% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,827 $396K 0.01% -1,484 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 5,830 $396K 0.11% -300 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,806 $394K 0.19% -350 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,796 $393K 0.11% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,784 $392K 0.03% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,781 $392K 0.22% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 5,779 $392K 0.89% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,778 $392K 0.04% -36 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,772 $392K 0.09% +418 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,770 $391K 0.14% +530 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,748 $390K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,721 $388K 0.03% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 5,700 $387K 0.28% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,697 $387K 0.08% +526 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,689 $386K 0.02% -1,544 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,680 $385K 0.08% -12 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,665 $384K 0.02% +1,224 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,664 $384K 0.02% +17 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,657 $384K 0.02% +17 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,648 $383K 0.4% +831 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,648 $383K 0.02% +297 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,839 $380K 0.03% +123 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,601 $380K 0.01% +1,705 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $378K 0.56% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,562 $378K 0.11% -152 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,556 $377K 0.04% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,549 $376K 0.11% +1,850 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,509 $376K 0.16% -1,046 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,540 $376K 0.06% -63 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,536 $376K 0.01% +119 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,523 $375K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,523 $375K 0.03% +646 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,520 $375K 0.18% +105 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,506 $374K 0.17% +1,917 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,491 $373K 0.01% new 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 5,478 $372K 0.03% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,478 $372K 0.08% +56 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,470 $371K 0.05% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 5,463 $371K 0.25% -350 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,450 $370K 0.03% -134 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,443 $369K 0.01% -275 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,395 $366K 0.01% -83 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,393 $366K 0.01% +40 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 5,379 $365K <0.01% 0 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,103 $365K 0.25% +316 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,362 $364K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,351 $363K 0.01% new 13F-HR/A Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,349 $363K 0.12% -36,624 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 5,340 $362K 0.02% +15 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,333 $362K 0.07% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,332 $362K 0.07% +3 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,323 $361K 0.08% -337 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,312 $360K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,265 $360K 0.12% -1,437 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,290 $359K 0.16% +256 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,284 $359K 0.13% -291 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,251 $358K 0.05% +275 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,246 $356K 0.04% new 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,232 $355K 0.04% +26 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,231 $355K 0.06% -554 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,225 $355K 0.07% +619 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,216 $354K 0.07% -899 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,216 $354K 0.23% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,199 $353K 0.06% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,195 $352K 0.1% -2,446 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,201 $352K 0.04% -159 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,189 $352K 0.04% +66 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,153 $352K 0.04% +310 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,183 $352K 0.09% +891 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,180 $351K 0.02% -150 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,174 $351K 0.14% -376 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,164 $350K 0.08% -164 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,158 $350K 0.08% -22 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,158 $350K 0.02% -332 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 5,152 $350K 0.37% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,144 $349K 0.07% -4,816 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,098 $346K 0.17% +270 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,082 $345K 0.02% -12 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,082 $345K 0.06% +397 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,255 $345K 0.05% +686 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,054 $343K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,046 $342K 0.09% -392 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,043 $342K 0.11% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,006 $342K 0.02% -820 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,034 $342K 0.22% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,034 $342K 0.04% -68 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,026 $341K <0.01% -82 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,067 $340K 0.04% +179 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,000 $339K 0.15% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,999 $339K 0.08% -330 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,986 $338K 0.1% +40 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,983 $338K 0.15% -298 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,976 $338K 0.02% +1,162 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,973 $337K 0.29% -343 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,966 $337K 0.05% -1,039 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 4,963 $337K 0.08% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,906 $335K 0.09% +23 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,932 $335K <0.01% -317 13F-HR/A Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,921 $334K 0.25% +175 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,921 $334K 0.08% +37 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,913 $333K 0.08% +1,305 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,907 $333K 0.29% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,903 $333K 0.04% +1,030 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,902 $333K 0.21% +40 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,900 $332K 0.23% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,894 $332K 0.25% -156 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,875 $331K 0.01% -6,122 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,870 $330K 0.16% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,861 $330K 0.05% +379 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,860 $330K 0.06% -960 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,855 $329K 0.02% -1,877 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,844 $329K 0.22% +50 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,841 $328K 0.24% -55 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,840 $328K 0.03% +327 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,813 $327K 0.21% -95 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,811 $326K 0.08% -796 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,797 $325K 0.01% -103 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,788 $325K 0.15% -446 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,781 $324K 0.09% +474 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,771 $324K 0.06% +320 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,753 $323K 0.12% 0 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,738 $321K 0.05% +117 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,733 $321K 0.09% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,729 $321K 0.02% -111 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,718 $320K 0.01% +138 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,718 $320K 0.21% -1,234 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,709 $319K 0.03% -126 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,671 $317K 0.01% -270 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,667 $317K 0.01% -383 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,658 $316K 0.05% +552 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,656 $316K 0.06% new 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,641 $315K 0.02% +194 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,651 $313K 0.02% -2,259 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,607 $313K 0.03% -1,084 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,606 $313K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,597 $312K 0.01% +314 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,596 $312K 0.08% -260 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 4,596 $312K 0.04% new 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,593 $312K 0.13% -1,444 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,581 $311K 0.04% -76 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,579 $311K 0.03% +243 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,574 $310K 0.07% -3 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,551 $309K <0.01% -81 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,542 $308K 0.03% -28 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,539 $308K 0.04% -89 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,507 $306K 0.27% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,500 $305K 0.15% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,496 $305K 0.08% -150 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,492 $305K 0.06% -4,098 13F-HR Timeline