SUMMITRY LLC More: the full row for SUMMITRY LLC 2,707 $260K 0.01% -46 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,700 $259K 0.15% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,682 $258K 0.01% -358 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,678 $257K 0.2% -114 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,671 $257K 0.04% -138 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,649 $254K 0.13% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,647 $254K 0.18% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,645 $254K 0.07% -137 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,642 $254K 0.09% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,638 $253K 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,638 $253K 0.03% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,638 $253K 0.11% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,631 $253K 0.06% -109 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,631 $253K 0.08% -1,302 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,626 $252K 0.13% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,626 $252K 0.18% +40 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,609 $251K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,605 $250K 0.01% +75 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,593 $249K <0.01% -180 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,591 $249K 0.01% -289 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,588 $249K 0.09% -95 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,586 $248K <0.01% -275 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,577 $248K 0.03% -473 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,567 $247K 0.02% +406 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,516 $245K 0.09% +11 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,552 $245K 0.02% +8 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,540 $244K 0.03% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,528 $243K 0.05% -419 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,526 $243K 0.06% -700 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,524 $242K 0.14% -30 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,520 $242K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,515 $242K 0.05% +8 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,504 $241K 0.12% 13F-HR/A Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,511 $241K 0.18% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,511 $241K <0.01% -132 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,494 $240K 0.05% +52 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,491 $239K <0.01% +59 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,489 $239K 0.14% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,474 $238K <0.01% -36,226 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,471 $237K 0.16% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,468 $237K 0.15% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,464 $237K 0.12% +1,262 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,319 $235K 0.1% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,443 $235K 0.09% +19 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,442 $235K 0.06% -5 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 2,440 $234K <0.01% -1,380 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,430 $233K 0.16% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,403 $233K 0.07% +23 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,419 $232K 0.15% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,415 $232K 0.06% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,410 $232K 0.01% +114 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,394 $230K 0.01% -44 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,393 $230K 0.07% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,391 $230K 0.11% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,367 $229K 0.02% -37 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,384 $229K 0.16% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,225 $229K 0.03% 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,372 $228K 0.04% +55 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,355 $226K <0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,351 $226K 0.11% +24 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,346 $225K 0.1% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,340 $225K 0.13% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,340 $225K 0.01% -70 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 2,340 $225K 0.15% 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,336 $224K 0.07% -112 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,327 $224K 0.12% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,307 $223K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,324 $223K 0.07% -70 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,321 $223K 0.09% +192 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,319 $223K 0.04% -358 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,314 $222K 0.02% +13 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,304 $221K 0.06% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,300 $221K 0.03% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,298 $221K 0.16% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,296 $221K 0.03% -320 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,294 $220K 0.05% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,294 $220K 0.14% -200 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,292 $220K 0.08% -302 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,270 $220K 0.12% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,284 $219K 0.05% +51 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,277 $219K 0.23% +24 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,276 $219K 0.05% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,257 $218K 0.15% -50 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,268 $218K 0.04% -477 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,264 $217K 0.22% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,111 $217K 0.08% 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,260 $217K 0.17% +47 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,253 $216K 0.03% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,253 $216K 0.02% -477 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,249 $216K 0.15% -2,280 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,249 $216K 0.02% -168 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,247 $216K 0.1% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,244 $216K 0.13% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,092 $215K 0.03% -48 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,234 $215K 0.11% +24 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,233 $215K 0.01% -81 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,229 $214K 0.04% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,227 $214K 0.08% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,226 $214K 0.06% +19 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,121 $214K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,220 $213K 1.36% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,963 $213K 0.1% +6,653 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,218 $213K 0.11% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,210 $212K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,113 $212K 0.03% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,202 $212K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,193 $211K 0.07% +107 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,193 $211K 0.12% -255 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,191 $210K 0.03% -113 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,174 $210K 0.11% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,186 $210K 0.05% -136 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,186 $210K 0.05% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,183 $210K 0.19% -537 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,177 $209K 0.06% 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,177 $209K 0.03% -347 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,176 $209K 0.14% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,176 $209K 0.04% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,176 $209K <0.01% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,175 $209K 0.04% -525 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,173 $209K 0.07% +64 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,168 $208K 0.02% -2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,167 $208K 0.09% -32 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,164 $208K 0.09% -36 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,160 $207K 0.02% -70 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,158 $207K 0.03% -130 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,158 $207K 0.02% -67 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,150 $207K 0.18% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,132 $206K 0.02% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,147 $206K 0.18% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,145 $206K 0.02% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,134 $206K 0.09% -57 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,142 $206K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,128 $205K 0.04% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,138 $205K 0.11% -251 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,133 $205K 0.02% -644 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,130 $205K 0.02% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,034 $204K 0.03% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,122 $204K 0.01% -1,617 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,122 $204K 0.2% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,115 $203K 0.18% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,117 $203K 0.1% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,113 $203K <0.01% -430 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,108 $203K 0.11% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,106 $202K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,086 $202K 0.02% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,092 $201K 0.16% 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,090 $201K 0.06% new 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 2,089 $201K 0.06% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,084 $200K 0.1% -213 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,084 $200K 0.07% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,980 $190K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,976 $190K 0.13% +85 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,932 $186K 0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,912 $184K 0.06% 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,909 $183K 0.03% -9 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,906 $183K 0.05% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,884 $181K 0.07% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,778 $171K 0.03% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,637 $157K 0.05% +3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,607 $154K 0.16% -104 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,605 $154K 0.07% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,597 $153K 0.01% +513 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,575 $151K 0.05% -7 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,489 $143K 0.14% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,453 $140K 0.04% +200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,452 $139K 0.01% +258 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,404 $135K 0.02% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,403 $135K 0.05% +101 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,400 $134K <0.01% +42 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,369 $132K 0.07% -247 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,370 $132K 0.08% +8 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,355 $130K 0.01% +153 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,352 $130K 0.05% +10 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,340 $129K 0.05% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,340 $129K 0.09% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,322 $128K 0.01% -100 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,325 $127K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,314 $126K 0.03% -48 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,250 $120K 0.08% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,250 $120K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,237 $119K <0.01% +41 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,237 $119K 0.03% -133 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,206 $116K 0.02% -40 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,160 $111K 0.06% -100 13F-HR Timeline Trust Co More: the full row for Trust Co 1,149 $110K 0.01% +548 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,130 $109K 0.01% +102 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 1,118 $107K 0.09% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,108 $106K 0.01% -91 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,106 $106K 0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,105 $106K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,098 $105K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,093 $105K <0.01% +9 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,090 $105K 0.04% 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,089 $105K <0.01% -700 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,083 $104K 0.04% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,081 $104K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,073 $104K <0.01% +137 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,064 $103K 0.1% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,065 $102K 0.01% +82 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,054 $101K 0.02% 0 13F-HR Timeline