Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,737 $463K 0.46% -1,248 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,787 $462K 0.03% -99 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,738 $461K 0.17% -500 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,752 $459K 0.02% +1,113 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,747 $459K 0.39% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,724 $457K 0.07% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,719 $457K 0.06% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,717 $457K 0.06% +441 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,544 $453K 0.07% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,663 $452K <0.01% -450 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,656 $452K 0.21% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,652 $451K 0.39% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,624 $449K 0.05% +228 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,615 $449K 0.09% -167 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,612 $448K 0.11% -966 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,562 $448K 0.04% -810 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 5,591 $447K 0.29% +378 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,585 $446K 0.32% -92 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,567 $445K 0.05% +159 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 5,562 $444K 0.25% -2,049 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,554 $444K 0.58% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,526 $441K 0.01% +2,141 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,499 $439K 0.1% +80 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,486 $438K 0.05% -483 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,487 $438K 0.12% -26 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,480 $438K 0.26% -1,025 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,468 $437K 0.38% -174 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,460 $436K 0.08% -556 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 5,459 $436K 0.19% +966 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,451 $435K 0.04% -1,440 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,451 $435K 0.01% -19 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,417 $433K 0.11% -206 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,414 $432K <0.01% +748 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,364 $432K <0.01% -63 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,331 $430K 0.02% +226 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,358 $428K 0.19% +1,340 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,351 $427K 0.04% -1,003 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,345 $427K 0.04% +55 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,335 $426K 0.29% -75 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 5,326 $425K 0.06% +94 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,324 $425K 0.09% -225 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,322 $425K 0.39% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $424K 0.24% -400 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 5,300 $423K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,286 $422K 0.2% -861 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,275 $421K 0.07% -1,800 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,231 $418K 0.35% -315 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,227 $418K 0.21% -300 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,224 $417K 0.31% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,203 $416K 0.13% -258 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,871 $415K 0.06% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,190 $415K 0.1% +371 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,188 $414K 0.06% +3,350 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,166 $413K 0.24% -589 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,160 $412K 0.02% +1,353 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,154 $412K 0.04% +27 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,133 $410K 0.22% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,113 $408K 0.24% -73 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,102 $408K 0.09% -7 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,083 $406K 0.02% +578 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,069 $405K 0.23% -387 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,046 $403K 0.01% -490 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,046 $403K 0.18% -80 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,014 $403K 0.01% +277 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,044 $403K 0.09% +458 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,043 $403K 0.07% +134 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,041 $403K 0.09% -457 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,030 $402K 0.23% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,002 $400K 0.17% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $399K 0.23% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,969 $397K 0.09% -311 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,961 $396K 0.05% -1,125 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,902 $392K 0.1% -5,775 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,898 $391K 0.03% -16,121 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,898 $391K 0.41% -2,878 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,873 $389K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,855 $388K 0.02% +1,613 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 4,850 $387K 0.05% -850 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,841 $387K 0.04% -120 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,826 $386K 0.03% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,800 $383K 0.18% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,773 $381K 0.13% +146 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,765 $381K 0.01% -96,106 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,756 $380K 0.14% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,744 $379K 0.06% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,735 $378K 0.03% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,707 $376K 0.02% -1,161 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 4,703 $376K 0.1% -15 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,664 $373K 0.07% +491 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,638 $370K 0.12% +1,881 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,633 $370K 0.04% -600 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,630 $370K 0.34% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,627 $370K 0.12% -5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,613 $368K 0.11% +1,455 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,605 $368K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,600 $367K 0.01% +1,340 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,586 $366K 0.29% -623 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 4,584 $366K 0.31% -1 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,569 $365K 0.04% -1,237 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,527 $362K 0.32% -213 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,524 $361K 0.13% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,520 $361K 0.07% -3,890 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,513 $360K 0.29% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,504 $360K 0.02% -111 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,503 $360K 0.08% -38 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,497 $359K 0.14% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,492 $359K 0.05% -816 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,490 $359K 0.12% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,421 $357K 0.07% +159 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,447 $355K <0.01% +231 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,445 $355K 0.07% -140 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,440 $355K 0.12% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,435 $354K 0.28% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,422 $353K 0.01% +338 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,422 $353K 0.07% +1,781 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,410 $352K 0.07% -12,266 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,408 $352K 0.01% +1,095 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,408 $352K 0.17% -478 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,376 $350K 0.05% +396 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,347 $347K 0.13% -15 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,336 $346K 0.08% -68 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,335 $346K 0.27% +594 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,328 $346K 0.2% -29 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,281 $345K 0.01% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,318 $345K 0.22% +397 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,265 $344K 0.07% -3,257 13F-HR/A Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,279 $342K 0.02% new 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,274 $341K 0.35% 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,273 $341K 0.04% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,225 $337K 0.05% +512 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,220 $337K 0.22% +521 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,218 $337K 0.16% 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,230 $337K 0.09% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,210 $336K 0.17% +100 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,205 $336K 0.22% -81 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,196 $335K <0.01% new 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,185 $334K 0.21% +685 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 4,168 $333K 0.04% +95 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,166 $333K 0.02% -2,122 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,142 $331K 0.05% -588 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,133 $330K 0.07% +149 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,128 $330K 0.13% -64 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,117 $329K 0.15% -97 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,109 $328K 0.08% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,095 $327K 0.04% -688 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,087 $326K 0.16% +151 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,070 $325K 0.04% -278 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,064 $325K 0.15% +403 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,060 $324K 0.01% -2,969 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,053 $324K 0.17% 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,052 $324K 0.31% 13F-HR/A Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,778 $322K 0.22% -3,097 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,031 $322K 0.02% -531 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,029 $322K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,025 $322K 0.15% -355 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,018 $321K 0.13% +1,682 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,008 $320K 0.05% +175 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,008 $320K 0.26% +2 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,998 $319K 0.17% -125 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,981 $318K <0.01% +760 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,978 $318K 0.02% -11,805 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,970 $317K 0.17% +781 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,959 $316K 0.26% -256 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $315K 0.16% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,201 $313K 0.18% +342 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,909 $312K 0.01% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $312K 0.21% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,848 $310K 0.14% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,876 $310K 0.03% +759 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,875 $310K 0.05% +55 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,873 $309K 0.02% +701 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,873 $309K 0.07% +700 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,340 $309K 0.07% +1,013 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,863 $309K 0.16% -50 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,823 $308K 0.03% +21 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,860 $308K 0.04% -9,510 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,856 $308K <0.01% +195 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,843 $307K 0.02% -5 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 3,842 $307K 0.01% +303 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,830 $306K 0.06% -33,103 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,827 $306K 0.06% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,825 $306K 0.02% +74 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,824 $305K 0.1% -20 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,815 $305K 0.14% -68 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,807 $304K 0.24% +650 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,806 $304K 0.09% -88 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,811 $304K 0.07% +12 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,791 $303K 0.07% -103 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,786 $302K 0.07% -33,933 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,783 $302K 0.21% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,766 $301K 0.08% -499 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,739 $299K 0.11% -152 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,732 $298K 0.03% +8 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,728 $298K 0.12% +1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,724 $297K 0.08% +1,084 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,719 $297K 0.05% -133 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,707 $296K 0.07% -1,580 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,568 $295K 0.1% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,652 $294K 0.03% -394 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,677 $294K 0.02% -97 13F-HR Timeline