EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,756 $691K 0.01% -10,834 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,826 $690K 0.07% new 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 8,824 $690K 0.67% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,821 $690K 0.01% +38 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,808 $689K 0.6% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,779 $687K 0.08% +2,654 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,730 $683K 0.22% -50 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,567 $683K 0.01% -8,325 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 8,724 $683K 0.5% -17 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 8,698 $680K 0.31% -1,650 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,688 $680K 0.03% +2,225 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,679 $679K 0.02% +469 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 8,652 $677K 0.21% +891 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,650 $677K 0.12% +2,906 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,550 $674K 0.18% +562 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8,533 $674K 0.38% -195 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,601 $673K 0.19% -281 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,576 $671K 0.03% +383 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,546 $669K 0.01% -15,423 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,543 $668K 0.18% -1,713 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,540 $668K 0.12% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,516 $666K 0.1% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,470 $663K 0.01% -1,543 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,349 $659K 0.09% +40 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,370 $655K 0.2% +547 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,358 $654K 0.08% +86 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 8,350 $653K 0.05% -2,330 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 8,314 $650K 0.12% -42,643 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,314 $650K 0.27% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,312 $650K 0.32% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,276 $647K 0.21% +223 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,264 $646K 0.06% -24,770 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 8,237 $644K 0.36% -1,381 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,235 $644K 0.17% -449 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 8,200 $641K 0.02% -25,657 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,131 $638K +1,870 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,150 $638K 0.02% -6,025 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,142 $637K 0.62% +137 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,138 $637K 0.06% -5,237 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,124 $636K 0.08% +1,302 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,111 $635K 0.03% -27,747 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,027 $634K 0.4% +1,700 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,084 $632K 0.2% -367 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 8,065 $631K 0.02% -1,089 13F-HR/A Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,064 $631K 0.07% -26,786 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,981 $630K 0.11% -219 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 7,989 $625K 0.22% -480 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 7,980 $624K 0.62% +1,207 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,960 $623K 0.17% -2,692 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,955 $622K 0.43% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,901 $618K 0.06% -3,051 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,863 $615K 0.02% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,830 $613K 0.01% -2,473 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,824 $612K 0.09% +141 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,798 $610K 0.21% +2,853 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,784 $609K 0.01% +4,541 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 7,783 $609K 0.04% -89 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 7,782 $609K 0.35% -37,062 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,770 $608K 0.03% -1,174 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,694 $607K 0.03% -84 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,734 $605K 0.15% +1,048 13F-HR/A Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,713 $603K 0.11% +4,840 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 7,680 $601K 0.17% -410 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,676 $601K 0.23% +217 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,676 $600K 0.06% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,676 $600K 0.08% -194 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,660 $599K 0.06% -31,931 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 7,600 $595K 0.37% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,592 $594K 0.18% +538 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 7,480 $590K 0.18% -8,204 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,535 $589K 0.03% +1,878 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,529 $589K 0.16% -7 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 7,516 $588K 0.09% +78 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 7,507 $587K 0.13% +825 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,464 $584K 0.36% +230 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,464 $584K 0.02% -541 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,457 $583K 0.1% -5,394 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,456 $583K 0.18% +6,635 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 7,455 $583K 0.17% +5 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,451 $583K 0.01% +673 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,428 $581K 0.15% -361 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 7,401 $579K 0.08% -3 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 7,390 $578K 0.03% +187 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,388 $578K 0.02% +125 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,372 $577K 0.08% -6,786 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,341 $574K 0.03% -470 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,340 $574K 0.06% +237 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,321 $573K 0.02% +89 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,309 $572K 0.04% -329 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 7,300 $571K 0.21% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,267 $568K 0.1% +3,217 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,255 $568K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,246 $567K 0.02% -1,791 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,233 $566K 0.05% +2,690 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,225 $565K 0.05% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,201 $563K 0.02% -209 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 7,197 $563K 0.02% +1,203 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,176 $561K 0.5% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,103 $561K 0.05% +2,591 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,406 $558K 0.08% -1,181 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,123 $557K 0.03% -19,513 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,105 $556K 0.32% +1,205 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,102 $556K 0.06% +112 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,073 $553K 0.06% +182 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,072 $553K 0.31% -4,765 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,069 $553K 0.1% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,063 $553K 0.29% +1,199 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,983 $551K 0.02% -259 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 7,014 $549K 0.19% +385 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,000 $548K 0.15% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,996 $547K 0.13% -703 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,994 $547K 0.31% -260 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,987 $547K 0.14% -10 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,883 $538K 0.05% -369 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,876 $538K 0.06% +116 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,869 $537K 0.23% +2,607 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,834 $535K 0.02% -94 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,823 $534K 0.12% +675 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,340 $530K 0.11% +172 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 6,337 $530K 0.11% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,749 $528K 0.03% -12,480 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,736 $527K 0.08% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,711 $525K 0.05% -1,640 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 6,702 $524K 0.44% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,687 $523K 0.16% -400 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,678 $522K 0.3% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 6,615 $517K 0.02% -2,653 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,609 $517K 0.02% -515 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,599 $516K 0.07% -8,683 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,572 $514K 0.16% -1,100 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,568 $514K 0.07% +13 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,566 $514K 0.01% +19 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,551 $512K 0.21% +92 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,541 $512K -4,706 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,514 $510K 0.05% -1,507 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,508 $509K 0.24% -5,346 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,486 $507K 0.05% -275 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,458 $505K 0.02% -2,952 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,457 $505K 0.01% +2,376 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,433 $503K 0.15% +1,391 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,430 $503K 0.12% +30 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,411 $502K 0.02% +41 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,406 $501K 0.04% +627 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,380 $499K 0.01% -1,880 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,373 $499K 0.16% +100 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,736 $497K 0.02% +2,441 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 6,350 $497K 0.49% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,352 $497K <0.01% +3,839 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,282 $496K 0.14% +2,474 13F-HR/A Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,332 $495K 0.12% -218 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,322 $495K 0.04% +204 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,322 $495K 0.11% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,311 $494K 0.05% -503 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,302 $493K 0.11% +779 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 6,265 $490K 0.19% -32 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,253 $489K 0.11% +2,070 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,203 $485K 0.04% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,199 $485K 0.26% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,199 $485K 0.29% -73 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 6,196 $485K 0.19% +1,068 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,175 $483K 0.01% -650 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,182 $483K 0.08% +295 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,168 $483K 0.06% +371 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,883 $482K 0.06% -21,100 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,553 $481K 0.03% +1,564 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,152 $481K 0.04% -684 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,113 $478K 0.08% -261 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,701 $478K 0.01% -1,336 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,594 $478K 0.1% -35 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,055 $474K 0.04% -44,102 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,049 $473K 0.03% -1,170 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,993 $473K 0.04% -41 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,990 $473K 0.13% -30,237 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,015 $471K 0.3% -86 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,009 $470K 0.03% -1,110 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 6,000 $469K 0.27% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,000 $469K 0.19% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,918 $467K 0.09% -2,156 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,937 $464K 0.04% +681 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,922 $463K 0.18% -174 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,907 $462K 0.22% -99 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,838 $457K 0.19% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,809 $454K 0.03% new 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 5,800 $454K <0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,797 $453K 0.01% -624 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,788 $453K 0.19% +554 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,770 $451K 0.01% +211 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,765 $451K 0.13% -2,448 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,736 $449K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,711 $447K 0.04% -2,438 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,711 $447K 0.04% +1,309 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 5,707 $446K 0.32% +2,039 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 5,691 $445K 0.32% +879 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,684 $445K 0.02% +218 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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